Hitash Dang,Puneet Pal,Anandha Padmanabhan Anjeneyan
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai). Prior to joining DWS AMC he has worked with Societe Generale and CARE.
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(%) |
---|---|---|---|---|---|---|
PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 3.31 | 11.88 | 6.81 | 6.53 | 8.02 |
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 |
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 |
DSP Equity Savings Fund - Regular Plan - Growth | 28-03-2016 | 1.97 | 12.97 | 7.32 | 6.43 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
PGIM-India-Equity-Savings-Fund-Growth-Option | 4.17 | 0.48 | -0.44 | 1.03 | 4.2 | 0.42 |
Hybrid: Equity Savings | - | - | - | - | - | - |