Neelesh Surana, Ankit 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(%) |
---|---|---|---|---|---|---|
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | 05-07-2010 | 9.62 | 8.25 | 26.8 | 15.3 | 22.34 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 22.65 | 13.95 | 28.01 | - | - |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option | 31-03-1993 | 21.26 | 13.58 | 27.12 | 14.54 | 15.63 |
SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 18.78 | 14.18 | 30.01 | 14.53 | 16.99 |
BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 17.99 | 11.78 | 27.95 | 11.27 | 13.58 |
Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 17.59 | 12.54 | 27.31 | 12.26 | 18.4 |
Kotak Equity Opportunities Fund - Growth | 05-09-2004 | 17.54 | 12.91 | 26.3 | 14.2 | 16.25 |
HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 17.19 | 15.06 | 31.98 | 14.0 | 12.07 |
ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 16.36 | 17.49 | 30.8 | 14.21 | 15.11 |
HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 16.2 | 10.36 | 24.9 | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option | 14.6 | 1.37 | 2.11 | 0.92 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |