Pranav Gokhale
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 Midcap Fund - Growth Option | 19-04-2007 | 17.82 | 13.7 | 28.29 | 15.08 | 19.12 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 27.43 | 27.95 | 39.29 | 17.29 | - |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 05-06-2007 | 26.1 | 17.86 | 35.18 | 14.46 | 20.02 |
Franklin India Prima Fund-Growth | 01-12-1993 | 19.76 | 10.16 | 27.34 | 10.76 | 17.62 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 19.46 | 17.56 | 35.09 | 16.31 | 17.9 |
Taurus Discovery (Midcap) Fund - Regular Plan - Growth | 05-09-1994 | 19.38 | 11.54 | 27.1 | 13.05 | 17.94 |
SBI Magnum Midcap Fund - Regular Plan - Growth | 29-03-2005 | 18.71 | 18.61 | 37.94 | 16.12 | 19.92 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 18.71 | 14.58 | 34.15 | 14.82 | 20.44 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 18.5 | 13.65 | 29.04 | 9.35 | 17.28 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 17.47 | 13.53 | 29.04 | 14.92 | 19.27 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Invesco India Midcap Fund - Growth Option | 14.97 | 1.42 | -1.61 | 0.87 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |