Murthy Nagarajan,Sailesh Jain,Aurobinda Prasad Gayan
Mr. Udasi is a B.Com and also holds PGDM(Finance). Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
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(%) |
---|---|---|---|---|---|---|
Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 2.78 | 10.72 | 6.62 | 5.77 | 7.19 |
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 |
PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 3.31 | 11.88 | 6.81 | 6.53 | 8.02 |
UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 3.06 | 12.87 | 7.9 | - | - |
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 |
---|---|---|---|---|---|---|
Tata-Equity-Savings-Fund-Regular-Plan-Growth-Option | 4.75 | 0.51 | -0.42 | 1.0 | 5.31 | 0.91 |
Hybrid: Equity Savings | - | - | - | - | - | - |