Hiten Shah
Mr. Gupta is a B.Com (H), CA, Cost Accountant and CFA. He has been associated with Kotak AMC since 2007.
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(%) |
---|---|---|---|---|---|---|
Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 12.03 | 10.14 | 8.25 | 9.56 | - |
Principal Equity Savings Fund - Growth Option | 23-05-2002 | 20.65 | 12.77 | 8.93 | 10.03 | 7.83 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth | 10-12-2018 | 18.74 | 14.88 | - | - | - |
Mahindra Manulife Equity Savings Dhan Sanchay Yojana -Regular Plan -Growth | 05-02-2017 | 17.32 | 13.88 | 8.48 | - | - |
UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 16.6 | 10.14 | - | - | - |
HDFC Equity Savings Fund -Growth | 05-09-2004 | 16.27 | 10.66 | 7.55 | 11.8 | 9.63 |
SBI Equity Savings Fund - Regular Plan - Growth | 05-05-2015 | 16.11 | 12.76 | 8.36 | 9.98 | - |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 15.53 | 11.8 | 9.11 | 10.07 | - |
L&T Equity Savings Fund - Regular Plan - Growth | 18-10-2011 | 14.64 | 9.64 | 6.21 | 8.21 | - |
Union Equity Savings Fund - Regular Plan - Growth Option | 02-08-2018 | 13.38 | 10.42 | - | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Kotak Equity Savings Fund - Regular - Growth | - | - | 4.4 | 0.41 | - | 0.05 |
Hybrid: Equity Savings | - | - | - | - | - | - |