Sunaina da Cunha, Kaustubh Gupta, Monika Gandhi, Dhaval Joshi
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 |
1 Year Rtn (%) |
2 Year Rtn (%) |
3 Year Rtn (%) |
5 Year Rtn (%) |
10 Year Rtn (%) |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | 27-11-2001 | 8.04 | 7.73 | 7.26 | 6.27 | 7.18 |
Aditya Birla Sun Life Savings Fund-Retail Growth | 27-11-2001 | 8.04 | 7.73 | 7.26 | 6.27 | 7.18 |
Mirae Asset Ultra Short Duration Fund Regular Growth | 05-10-2020 | 7.81 | 7.56 | 7.08 | - | - |
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan | 27-11-2001 | 7.79 | 7.57 | 7.09 | 6.17 | 7.21 |
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth | 01-06-2018 | 7.65 | 7.46 | 7.16 | 5.77 | - |
HSBC Ultra Short Duration Fund - Regular Growth | 29-01-2020 | 7.6 | 7.37 | 6.96 | 5.67 | - |
ICICI Prudential Ultra Short Term Fund - Growth | 01-05-2011 | 7.59 | 7.37 | 6.94 | 6.08 | 7.07 |
HDFC Ultra Short Term Fund - Growth Option | 05-09-2018 | 7.58 | 7.35 | 6.92 | 5.83 | - |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | 21-05-1999 | 7.58 | 7.35 | 6.92 | 5.68 | 6.61 |
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH | 05-07-2018 | 7.55 | 7.35 | 6.94 | 5.6 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Aditya-Birla-Sun-Life-Savings-Fund-Growth-Regular-Plan | 0.54 | 0.64 | 2.62 | 1.14 | 7.27 | 0.54 |
Debt: Ultra Short Duration | - | - | - | - | - | - |