Dhawal Dalal, Bhavesh Jain, Bharat Lahoti
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 | 8.97 | 6.55 | 10.54 | 8.04 | - |
UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 10.84 | 8.14 | 13.48 | - | - |
Nippon India Equity Savings Fund- Growth Plan- Growth Option | 05-05-2015 | 9.87 | 6.93 | 11.37 | 1.28 | - |
HSBC Equity Savings Fund - Regular Growth | 01-01-2013 | 9.75 | 7.84 | 15.34 | 7.59 | 8.28 |
Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 9.75 | 8.68 | 12.04 | 8.55 | - |
Mirae Asset Equity Savings Fund- Regular Plan- Growth | 15-12-2018 | 9.37 | 7.08 | 14.45 | - | - |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | 05-07-2019 | 9.08 | 5.71 | 8.0 | - | - |
HDFC Equity Savings Fund - GROWTH PLAN | 05-09-2004 | 8.97 | 7.53 | 14.22 | 8.35 | 9.44 |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 05-01-2013 | 8.53 | 6.99 | 11.42 | 7.15 | 6.83 |
SBI Equity Savings Fund - Regular Plan - Growth | 01-05-2015 | 8.25 | 6.39 | 13.2 | 8.05 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 4.77 | 1.19 | 0.96 | 0.75 | 6.99 | 2.09 |
Hybrid: Equity Savings | - | - | - | - | - | - |