Manish Gunwani,Dhrumil Shah,Tejas Sheth
Mr. Singhania is a B.Com, CFA and FCA. Prior to joining Reliance Mutual Fund he has worked with Advani Share Brokers Pvt. Ltd. and Motisons Securities 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(%) |
---|---|---|---|---|---|---|
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 6.66 | 35.77 | 18.57 | 12.64 | 16.2 |
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option | 24-02-2014 | 19.28 | 38.27 | 18.93 | 10.94 | - |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 7.63 | 42.05 | 27.25 | 17.29 | 14.39 |
SBI Magnum Midcap Fund - Regular Plan - Growth | 29-03-2005 | 7.09 | 39.31 | 21.1 | 10.63 | 19.74 |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | 05-12-2013 | 5.65 | 44.68 | 29.11 | 15.22 | - |
Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 5.02 | 33.52 | 14.21 | 7.58 | 15.47 |
Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 2.22 | 37.05 | - | - | - |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 05-06-2007 | 2.22 | 32.08 | 15.9 | 10.03 | 18.06 |
Mirae Asset Midcap Fund - Regular Plan | 05-07-2019 | 1.81 | 37.04 | - | - | - |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 1.58 | 35.05 | 19.28 | 12.32 | 19.52 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Nippon-India-Growth-Fund-Growth-Plan-Growth-Option | 15.85 | 0.71 | -0.78 | 0.96 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |