Gopal Agrawal,Priya Ranjan
Mr. Vyas is a B.E (Electrical) and PGDM (Business Management) from XLRI Jamshedpur. Prior to joining HDFC Mutual Fund in 2009 he has worked with Lehman Brothers and Nomura.
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(%) |
---|---|---|---|---|---|---|
HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 3.87 | 32.26 | 14.41 | 10.49 | 12.17 |
ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 10.41 | 33.89 | 15.27 | 11.04 | 14.07 |
Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 7.01 | 26.52 | 19.49 | 11.26 | 17.42 |
Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 6.25 | 28.24 | 13.93 | 15.65 | 18.44 |
Navi Large & Midcap Fund- Regular Plan- Growth Option | 07-12-2015 | 3.65 | 28.07 | 11.94 | 8.94 | - |
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option | 04-09-2020 | 3.57 | - | - | - | - |
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth | 30-12-2019 | 3.14 | 30.29 | - | - | - |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 2.56 | 25.44 | 13.74 | 10.14 | - |
Union Large & Midcap Fund - Regular Plan - Growth Option | 06-12-2019 | 1.46 | 26.02 | - | - | - |
Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 1.32 | 27.66 | 11.11 | 6.91 | 11.62 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC-Large-and-Mid-Cap-Fund-Growth-Option | 14.31 | 0.59 | 0.76 | 1.05 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |