Vinay Paharia,Sanjay Bembalkar
Mr. Ranawade is a B.E. (Electronics) and MMS (Finance) Prior to joining he has worked with UTI AMC Limited, ING Investment Management (India) Limited and UTI AMC Limited.
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 Largecap Fund - Regular Plan - Growth Option | 04-05-2017 | -1.28 | 22.1 | 10.33 | 8.01 | - |
Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 5.1 | 28.27 | 9.64 | 9.59 | 14.27 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 3.48 | 25.36 | 11.85 | 10.82 | 14.18 |
HDFC Top 100 Fund - Growth Option - Regular Plan | 01-10-1996 | 2.76 | 25.46 | 7.96 | 8.96 | 12.63 |
IDBI India Top 100 Equity Fund Growth | 15-05-2012 | 0.43 | 24.3 | 13.29 | 8.86 | 13.09 |
SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 0.41 | 24.75 | 11.3 | 9.54 | 15.0 |
Invesco India Largecap Fund - Growth | 21-08-2009 | 0.23 | 21.28 | 10.59 | 9.33 | 13.19 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 0.06 | 24.35 | 10.71 | 8.64 | 14.05 |
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth | 01-10-2020 | -0.02 | - | - | - | - |
JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | -0.25 | 15.6 | 9.61 | 7.67 | 10.97 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Union-Largecap-Fund-Regular-Plan-Growth-Option | - | 0.48 | -1.19 | 0.96 | - | - |
Equity: Large Cap | - | - | - | - | - | - |