Asit Bhandarkar,Satish Ramanathan
He is a PGDBA and CFA. Prior to joining JM Financials he has worked with Lotus India AMC, SBI Funds Management, Religare Invesco AMC, SMIFS Securities and IDBI Capital Markets.
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(%) |
---|---|---|---|---|---|---|
JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | -0.25 | 15.6 | 9.61 | 7.67 | 10.97 |
Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 5.1 | 28.27 | 9.64 | 9.59 | 14.27 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 3.48 | 25.36 | 11.85 | 10.82 | 14.18 |
HDFC Top 100 Fund - Growth Option - Regular Plan | 01-10-1996 | 2.76 | 25.46 | 7.96 | 8.96 | 12.63 |
IDBI India Top 100 Equity Fund Growth | 15-05-2012 | 0.43 | 24.3 | 13.29 | 8.86 | 13.09 |
SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 0.41 | 24.75 | 11.3 | 9.54 | 15.0 |
Invesco India Largecap Fund - Growth | 21-08-2009 | 0.23 | 21.28 | 10.59 | 9.33 | 13.19 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 0.06 | 24.35 | 10.71 | 8.64 | 14.05 |
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | 01-10-2020 | -0.02 | - | - | - | - |
Mirae Asset Large Cap Fund - Growth Plan | 05-04-2008 | -0.48 | 23.74 | 11.11 | 10.84 | 16.27 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
JM-Large-Cap-Fund-Regular-Growth-Option | 12.26 | 0.64 | 1.77 | 0.52 | - | - |
Equity: Large Cap | - | - | - | - | - | - |