Saurabh Pant, Pradeep Kesavan
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 Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 35.11 | 19.01 | 21.39 | 18.54 | 17.51 |
Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 64.08 | 27.81 | 29.54 | 24.88 | 22.61 |
BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 55.06 | 26.99 | 24.7 | 19.32 | 16.39 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 54.48 | 29.42 | 24.68 | - | - |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 52.9 | 22.65 | 20.69 | 17.29 | 16.7 |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 52.77 | 20.32 | 23.52 | - | - |
HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 51.83 | 25.34 | 25.61 | 20.18 | 14.69 |
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option | 04-09-2020 | 49.99 | 20.0 | 22.77 | - | - |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 49.84 | 23.9 | 23.06 | 18.69 | 15.35 |
Axis Growth Opportunities Fund - Regular Plan - Growth | 10-10-2018 | 49.13 | 16.39 | 20.42 | 21.21 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
SBI-Large-MIDCap-Fund-Regular-Plan-Growth | 12.53 | 1.22 | 4.17 | 0.85 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |