Venugopal Manghat, Cheenu Gupta, Sonal Gupta
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(%) |
---|---|---|---|---|---|---|
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 56.21 | 25.92 | 22.58 | 19.07 | 20.37 |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 67.14 | 29.87 | 35.27 | 30.5 | 20.15 |
ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 61.55 | 30.1 | 22.78 | - | - |
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 61.15 | - | - | - | - |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 59.88 | 26.73 | 27.95 | 24.5 | - |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 59.72 | 32.39 | 36.67 | 26.31 | 22.49 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 54.9 | 27.35 | 29.08 | 24.21 | 20.22 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 54.47 | 30.62 | 29.57 | 23.45 | 21.16 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 52.96 | 24.69 | 24.41 | 21.91 | 20.72 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 52.88 | - | - | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HSBC-Midcap-Fund-Regular-Growth | 12.35 | 1.21 | -0.87 | 0.82 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |