Dhrumil Shah, Sushil Budhia
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 Hybrid Bond Fund-Growth Plan | 29-12-2003 | 11.54 | 7.9 | 8.33 | 3.56 | 6.72 |
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 05-05-2021 | 17.8 | 11.53 | - | - | - |
HDFC Hybrid Debt Fund - Growth Plan | 01-12-2003 | 17.53 | 11.33 | 11.28 | 10.17 | 10.09 |
Kotak Debt Hybrid - Growth | 02-12-2003 | 17.46 | 10.64 | 10.73 | 11.21 | 10.33 |
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth | 18-03-2009 | 15.51 | 18.48 | 14.87 | 9.09 | 8.75 |
BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth | 18-03-2009 | 15.08 | 18.22 | 14.67 | 8.84 | 8.54 |
SBI Conservative Hybrid Fund - Regular Plan - Growth | 25-03-2001 | 15.06 | 10.2 | 10.35 | 10.27 | 9.84 |
ICICI Prudential Regular Savings Fund - Plan - Growth | 10-03-2004 | 14.98 | 9.61 | 9.42 | 9.5 | 10.45 |
HSBC Conservative Hybrid Fund - Regular Growth | 24-02-2004 | 14.41 | 7.65 | 7.73 | 7.96 | 8.11 |
Franklin India Debt Hybrid Fund - Growth | 28-09-2000 | 14.39 | 9.19 | 7.96 | 7.87 | 8.58 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Nippon-India-Hybrid-Bond-Fund-Growth-Plan | 2.15 | 1.42 | 1.62 | 0.33 | 9.02 | 1.96 |
Hybrid: Conservative | - | - | - | - | - | - |