Pranav Gokhale,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 Multicap Fund - Growth Option | 17-03-2008 | -4.59 | 25.56 | 13.63 | 9.01 | 17.02 |
Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 10.57 | 36.01 | 11.57 | 10.36 | 14.15 |
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 02-01-2013 | 4.29 | 30.23 | 14.29 | 10.31 | 16.3 |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 3.94 | 30.62 | 14.89 | 10.25 | 13.04 |
Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 3.65 | 41.94 | 26.59 | 19.1 | 19.76 |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | 07-05-2021 | 1.85 | - | - | - | - |
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 0.85 | 31.25 | 18.04 | 12.15 | - |
ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 0.57 | 27.37 | 10.57 | 9.65 | 14.58 |
ITI Multi Cap Fund - Regular Plan - Growth Option | 05-05-2019 | -14.98 | 15.07 | 5.09 | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Invesco India Multicap Fund - Growth Option | 14.78 | 0.58 | 0.64 | 1.0 | - | - |
Equity: Multi Cap | - | - | - | - | - | - |