Rahul Pal,Fatema Pacha,Manish Lodha
Mr. Pal is a B.Com (H) and Chartered Accountant. Prior to joining Taurus AMC he has worked with Sundaram BNP Paribas Mutual and IDBI.
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(%) |
---|---|---|---|---|---|---|
Mahindra Manulife Equity Savings Dhan Sanchay Yojana - Regular Plan - Growth | 05-02-2017 | 1.43 | 14.73 | 9.23 | 6.77 | - |
ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 5.83 | 11.53 | 7.21 | 7.07 | - |
Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 5.33 | 11.5 | 8.33 | 7.84 | - |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 05-01-2013 | 4.96 | 15.55 | 10.34 | 8.15 | 7.87 |
L&T Equity Savings Fund - Regular Plan - Growth | 18-10-2011 | 3.5 | 15.89 | 8.49 | 6.56 | 8.04 |
PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 3.31 | 11.88 | 6.81 | 6.53 | 8.02 |
UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 3.06 | 12.87 | 7.9 | - | - |
Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 2.78 | 10.72 | 6.62 | 5.77 | 7.19 |
HDFC Equity Savings Fund - GROWTH PLAN | 05-09-2004 | 2.59 | 14.52 | 7.89 | 7.04 | 8.95 |
IDFC Equity Savings Fund - Regular Plan - Growth | 09-06-2008 | 2.14 | 9.07 | 6.31 | 5.65 | 6.55 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Mahindra-Manulife-Equity-Savings-Dhan-Sanchay-Yojana-Regular-Plan-Growth | 4.05 | 0.6 | 0.37 | 1.56 | 5.95 | 1.32 |
Hybrid: Equity Savings | - | - | - | - | - | - |