Parijat Agrawal, Hardick Bora, Sanjay Bembalkar
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(%) |
---|---|---|---|---|---|---|
Union Equity Savings Fund - Regular Plan - Growth Option | 02-08-2018 | 15.78 | 8.29 | 7.66 | 8.27 | - |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 05-01-2013 | 22.02 | 11.48 | 10.7 | 9.68 | 8.53 |
HSBC Equity Savings Fund - Regular Growth | 01-01-2013 | 21.89 | 11.03 | 11.82 | 10.05 | 9.33 |
SBI Equity Savings Fund - Regular Plan - Growth | 01-05-2015 | 21.1 | 10.66 | 10.48 | 10.51 | - |
Invesco India Equity Savings Fund - Regular Plan - Growth | 15-02-2019 | 20.54 | 9.43 | 8.42 | 7.91 | - |
Axis Equity Saver Fund - Regular Plan - Growth | 01-08-2015 | 20.27 | 9.8 | 9.59 | 9.42 | - |
Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 20.21 | 12.5 | 11.9 | 10.64 | - |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | 05-02-2017 | 20.09 | 9.51 | 10.46 | 10.93 | - |
HDFC Equity Savings Fund - GROWTH PLAN | 05-09-2004 | 19.45 | 11.48 | 11.93 | 10.27 | 10.01 |
UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 19.39 | 12.08 | 11.61 | 10.3 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Union-Equity-Savings-Fund-Regular-Plan-Growth-Option | 4.17 | 0.58 | -0.71 | 0.73 | 6.87 | 0.3 |
Hybrid: Equity Savings | - | - | - | - | - | - |