Neelesh Surana,Ankit Jain
Mr. Surana is B.E (Mechanical) and MBA in Finance. Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd.
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 | 01-07-2010 | -1.32 | 29.1 | 16.99 | 13.58 | 22.57 |
ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 10.41 | 33.89 | 15.27 | 11.04 | 14.07 |
Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 7.01 | 26.52 | 19.49 | 11.26 | 17.42 |
Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 6.25 | 28.24 | 13.93 | 15.65 | 18.44 |
HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 3.87 | 32.26 | 14.41 | 10.49 | 12.17 |
Navi Large & Midcap Fund- Regular Plan- Growth Option | 07-12-2015 | 3.65 | 28.07 | 11.94 | 8.94 | - |
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option | 04-09-2020 | 3.57 | - | - | - | - |
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth | 30-12-2019 | 3.14 | 30.29 | - | - | - |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 2.56 | 25.44 | 13.74 | 10.14 | - |
Union Large & Midcap Fund - Regular Plan - Growth Option | 06-12-2019 | 1.46 | 26.02 | - | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Mirae-Asset-Emerging-Bluechip-Fund-Regular-Plan-Growth-Option | 14.1 | 0.73 | 3.67 | 0.99 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |