R. Srinivasan
Mr. Srinivasan is M.Com and MFM. Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
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(%) |
---|---|---|---|---|---|---|
SBI Small Cap Fund - Regular Plan - Growth | 05-09-2009 | 38.62 | 28.41 | 10.22 | 21.92 | 21.84 |
Quant Small Cap Fund -Growth | 24-11-1996 | 83.56 | 29.21 | 16.92 | 12.75 | 10.75 |
BOI AXA Small Cap Fund Regular Plan Growth | 12-12-2018 | 49.21 | 35.33 | - | - | - |
Kotak-Small Cap Fund - Growth | 24-02-2005 | 47.18 | 33.42 | 13.88 | 20.56 | 17.82 |
Edelweiss Small Cap Fund - Regular Plan - Growth | 05-02-2019 | 42.29 | 31.52 | - | - | - |
Canara Robeco Small Cap Fund- Regular Plan - Growth option | 20-02-2019 | 41.43 | 23.0 | - | - | - |
Principal Small Cap Fund - Regular Plan - Growth Option | 05-05-2019 | 41.39 | - | - | - | - |
Nippon India Small Cap Fund - Growth Plan - Growth Option | 05-09-2010 | 39.22 | 25.0 | 8.05 | 21.12 | 20.26 |
DSP Small Cap Fund - Regular - Growth | 30-06-2007 | 36.58 | 24.85 | 6.2 | 16.8 | 19.0 |
HDFC Small Cap Fund - Regular Growth Plan | 05-04-2008 | 35.46 | 14.25 | 5.08 | 18.88 | 14.41 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
SBI Small Cap Fund - Regular Plan - Growth | 17.16 | 1.57 | 5.35 | 1.0 | - | - |
Equity: Small Cap | - | - | - | - | - | - |