Sachin Jain
Mr. Shah is B.Com and ACA. Prior to joining Axis AMC he has worked with Deutsche Asset Management (India) Pvt. Ltd. and n Pricewaterhouse Coopers.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Scheme Name | Inception Date |
1Y Rtn(%) | 2Y Rtn(%) | 3Y Rtn(%) | 5Y Rtn(%) | 10Y Rtn(%) |
---|---|---|---|---|---|---|
Axis Regular Saver Fund - Regular Plan - Growth Option | 16-07-2010 | 12.87 | 8.25 | 6.79 | 7.62 | 8.21 |
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | 22-05-2004 | 14.31 | 10.17 | 6.59 | 10.38 | 10.26 |
Kotak Debt Hybrid - Growth | 02-12-2003 | 14.28 | 13.6 | 9.45 | 10.99 | 9.69 |
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH | 25-03-2001 | 13.84 | 11.84 | 8.38 | 9.32 | 9.32 |
UTI - Regular Savings Fund - Regular Plan - Growth Option | 16-12-2003 | 13.72 | 6.71 | 5.96 | 8.3 | 8.9 |
HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 12.18 | 10.51 | 7.66 | 10.11 | 9.19 |
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth | 24-04-1988 | 11.96 | 12.75 | 10.12 | 10.04 | 9.17 |
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option | 08-09-2004 | 11.43 | 12.64 | 10.05 | 9.16 | 8.36 |
ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 11.23 | 10.85 | 9.37 | 11.34 | 10.41 |
Indiabulls Savings Income Fund-Regular Plan-Growth Option | 02-12-2015 | 10.48 | 8.6 | 6.35 | 9.18 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Regular Saver Fund - Regular Plan - Growth Option | 3.67 | 1.53 | -4.28 | 1.1 | 7.34 | 2.3 |
Hybrid: Conservative | - | - | - | - | - | - |