Amit Nigam, Hiten Jain
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 | 43.14 | 16.84 | 18.96 | 15.48 | 14.75 |
quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 57.14 | - | - | - | - |
BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 51.31 | 20.03 | - | - | - |
JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 48.77 | 21.76 | 20.41 | 16.75 | 13.92 |
Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 48.4 | 25.18 | 25.05 | 17.3 | 17.08 |
Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 48.05 | 18.34 | 17.78 | 13.82 | 12.07 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 45.46 | 21.94 | 21.85 | 18.02 | 16.12 |
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 43.38 | 20.38 | 19.18 | 17.73 | 15.87 |
ITI Large Cap Fund - Regular Plan - Growth Option | 24-12-2020 | 42.68 | 18.83 | 15.31 | - | - |
HDFC Top 100 Fund - Growth Option - Regular Plan | 01-10-1996 | 42.44 | 22.26 | 21.83 | 15.48 | 15.04 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Invesco-India-Largecap-Fund-Growth | 13.25 | 0.94 | 0.86 | 0.97 | - | - |
Equity: Large Cap | - | - | - | - | - | - |