Amit Nigam
Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. Prior to joining Religare Invesco Asset Management Company (Jan 2007-Present) he was associated with DBS Cholamandalam AMC (Jan 2006-Jan 2007), K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
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(%) |
---|---|---|---|---|---|---|
Invesco India Largecap Fund - Growth | 21-08-2009 | 20.01 | 15.91 | 10.61 | 14.91 | 12.15 |
Franklin India Bluechip Fund-Growth | 01-12-1993 | 35.16 | 18.69 | 11.37 | 15.0 | 11.91 |
SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 31.76 | 21.45 | 12.46 | 16.25 | 14.92 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 28.6 | 18.05 | 11.57 | 17.49 | 13.75 |
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | 05-08-2010 | 28.25 | 24.33 | 16.83 | 19.4 | 13.96 |
HDFC Top 100 Fund - Growth Option | 01-10-1996 | 27.94 | 15.07 | 10.09 | 17.76 | 11.94 |
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth | 08-03-2019 | 27.75 | - | - | - | - |
Kotak Bluechip Fund - Growth | 29-12-1998 | 27.72 | 20.61 | 13.04 | 16.42 | 12.8 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 26.92 | 16.98 | 10.3 | 15.68 | 13.38 |
UTI - Master Share-Growth Option | 18-10-1986 | 26.7 | 18.96 | 12.52 | 16.25 | 12.54 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Invesco India Largecap Fund - Growth | 13.03 | 0.81 | -2.11 | 1.03 | - | - |
Equity: Large Cap | - | - | - | - | - | - |