Dhawal Dalal,Bharat Lahoti,Bhavesh Jain
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies. Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person, he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector. Mr. Dalal is a B.E and MBA. Prior to joining Edelweiss AMC he has worked with DSPBR Mutual Fund, Merrill Lynch Asset Management, Private Client Group and MLAM. Mr. Shah is a Masters in Management Studies (Finance) from Mumbai University. Prior to joining Edelweiss Asset Management Limited (since July 2011) he was associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.
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 | 5.56 | 12.83 | 8.61 | 8.18 | - |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 05-01-2013 | 9.05 | 19.4 | 10.89 | 8.6 | 8.03 |
Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 7.96 | 15.38 | 8.88 | 8.35 | - |
ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 7.19 | 15.09 | 7.75 | 7.2 | - |
HDFC Equity Savings Fund - GROWTH PLAN | 05-09-2004 | 6.68 | 18.32 | 8.65 | 7.51 | 9.2 |
L&T Equity Savings Fund - Regular Plan - Growth | 18-10-2011 | 6.61 | 19.96 | 8.11 | 6.91 | 8.33 |
Mahindra Manulife Equity Savings Dhan Sanchay Yojana - Regular Plan - Growth | 05-02-2017 | 6.37 | 19.78 | 10.35 | 7.64 | - |
PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 6.32 | 14.3 | 7.33 | 6.93 | 8.15 |
Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 6.18 | 13.62 | 7.23 | 6.02 | 7.39 |
Franklin India Equity Savings Fund- Growth | 01-08-2018 | 5.55 | 16.1 | 6.96 | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | - | - | 2.03 | 0.54 | 5.54 | 2.52 |
Hybrid: Equity Savings | - | - | - | - | - | - |