Neelesh Dhamnaskar
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 Midcap Fund - Growth Option | 19-04-2007 | 28.57 | 23.94 | 13.8 | 19.03 | 18.29 |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | 05-12-2013 | 55.38 | 36.73 | 16.8 | 19.25 | - |
SBI Magnum Midcap Fund - Regular Plan - Growth | 29-03-2005 | 40.7 | 25.25 | 9.93 | 15.26 | 18.0 |
Mirae Asset Midcap Fund - Regular Plan | 01-07-2019 | 38.95 | - | - | - | - |
Quant Mid Cap Fund-Growth | 26-02-2001 | 38.17 | 23.07 | 12.58 | 13.56 | 11.46 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 37.17 | 26.53 | 10.92 | 19.17 | 18.88 |
UTI Mid Cap Fund-Growth Option | 05-08-2005 | 37.02 | 24.88 | 9.13 | 16.24 | 17.74 |
Baroda Mid-cap Fund- Plan A - Growth Option | 04-10-2010 | 33.97 | 22.4 | 9.43 | 16.03 | 4.39 |
ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 33.0 | 19.67 | 7.52 | 16.36 | 15.61 |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 32.57 | 26.41 | 12.91 | 20.26 | 18.7 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Invesco India Midcap Fund - Growth Option | 14.71 | 1.03 | -3.02 | 1.07 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |