Avnish Jain,Shridatta Bhandwaldar,Ennette Fernandes
Mr. Jain is a B.Tech from IIT Kharagpur and Post Graduate from IIM Kolkata. Prior to joining Canara Robeco AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management, Misys Software Solutions, Yes Bank and ICICI Bank.
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(%) |
---|---|---|---|---|---|---|
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | 01-02-1993 | -1.12 | 17.91 | 11.72 | 10.26 | 13.45 |
ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 13.39 | 30.91 | 15.92 | 12.42 | 15.95 |
Quant Absolute Fund - Growth Option - Regular Plan | 21-03-2001 | 6.49 | 40.51 | 24.01 | 16.37 | 16.27 |
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 3.61 | 21.87 | 11.64 | 9.85 | 11.23 |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 3.57 | 21.83 | 11.62 | 9.84 | 11.23 |
UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 3.11 | 24.38 | 11.63 | 8.1 | 11.78 |
Tata Hybrid Equity Fund- Regular Plan - Growth Option | 08-10-1995 | 1.74 | 20.69 | 9.43 | 7.43 | 12.74 |
Kotak Equity Hybrid - Growth | 01-11-2014 | 1.71 | 25.31 | 13.7 | 9.85 | - |
HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 1.65 | 23.38 | 10.73 | 8.98 | 13.97 |
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 1.38 | 23.02 | - | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option | 12.26 | 0.67 | 2.34 | 0.78 | 5.89 | 1.6 |
Hybrid: Aggressive | - | - | - | - | - | - |