Dhawal Dalal,Bharat Lahoti,Bhavesh Jain
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(%) |
---|---|---|---|---|---|---|
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 3.32 | 10.15 | 9.92 | 8.12 | - |
Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 7.53 | 11.46 | 10.02 | 8.05 | - |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 15-01-2013 | 7.18 | 15.41 | 12.27 | 8.59 | 8.17 |
UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 6.14 | 13.67 | 9.95 | - | - |
ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 6.12 | 10.77 | 7.97 | 7.04 | - |
HDFC Equity Savings Fund - GROWTH PLAN | 05-09-2004 | 5.22 | 15.76 | 10.61 | 7.52 | 9.32 |
Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 4.84 | 10.81 | 8.36 | 6.36 | 7.4 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth | 15-12-2018 | 4.53 | 14.55 | 12.42 | - | - |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | 05-07-2019 | 4.49 | 6.44 | 7.67 | - | - |
IDBI Equity Savings Fund Growth Option | 07-03-2011 | 4.45 | 11.47 | 9.03 | 5.88 | 6.71 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | - | 0.73 | 1.82 | 0.82 | 6.05 | 1.96 |
Hybrid: Equity Savings | - | - | - | - | - | - |