Suyash Choudhary
Mr. Choudhary is a B.A (H) Economics from Delhi University and PGDM from IIM Calcutta. Prior to joining IDFC Mutual Fund he has worked with HSBC Asset Management (India) Pvt. Ltd., Standard Chartered Asset Management Co. Pvt. Ltd. and Deutsche Bank.
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(%) |
---|---|---|---|---|---|---|
IDFC Dynamic Bond Fund - Regular Plan B - Growth | 01-12-2008 | 0.19 | 2.04 | 5.82 | 5.76 | 7.91 |
UTI Dynamic Bond Fund - Regular Plan - Growth Option | 23-06-2010 | 18.23 | 10.33 | 8.89 | 4.84 | 7.87 |
HDFC Dynamic Debt Fund - Growth Option | 28-04-1997 | 5.46 | 5.11 | 6.29 | 4.32 | 7.1 |
Tata Dynamic Bond Fund- Regular Plan - Growth Option | 03-09-2003 | 4.45 | 4.76 | 6.13 | 5.28 | 7.82 |
IIFL Dynamic Bond Fund - Regular Plan - Growth Option | 24-06-2013 | 3.47 | 5.51 | 5.98 | 5.83 | - |
JM Dynamic Bond Fund (Regular) - Growth Option | 25-06-2003 | 2.92 | 3.66 | 4.74 | 5.75 | 7.07 |
Quantum Dynamic Bond Fund - Regular Plan Growth Option | 01-04-2017 | 2.76 | 3.56 | 5.94 | 5.71 | - |
Edelweiss Money Market Fund - Regular Plan - Growth Option | 27-06-2008 | 2.66 | 2.75 | 4.84 | 5.69 | 6.86 |
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan | 27-09-2004 | 2.16 | 5.21 | 3.51 | 3.5 | 6.89 |
Aditya Birla Sun Life Dynamic Bond Fund-Discipline Advantage Plan-Growth | 30-03-2009 | 2.15 | 5.2 | 3.51 | 3.5 | 6.89 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
IDFC-Dynamic-Bond-Fund-Regular-Plan-B-Growth | 4.56 | 0.68 | 1.02 | 1.67 | 7.17 | 3.87 |
Debt: Dynamic Bond | - | - | - | - | - | - |