Mr. Devang Shah, Mr. Aditya Pagaria
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 (%) |
---|---|---|---|---|---|---|
Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 8.63 | 8.07 | 7.44 | 6.15 | 7.2 |
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 9.49 | 8.15 | 9.68 | 10.23 | 5.67 |
Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 8.63 | 8.09 | 7.45 | 6.16 | 7.21 |
Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 8.43 | 8.0 | 7.37 | 6.27 | 7.04 |
HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 8.3 | 8.11 | 7.63 | 6.39 | 7.45 |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 8.27 | 7.79 | 7.31 | 5.93 | 6.98 |
SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 8.27 | 7.79 | 7.31 | 5.93 | 6.98 |
ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 8.25 | 7.95 | 7.7 | 6.58 | 7.5 |
HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 8.19 | 7.77 | 7.1 | 5.66 | 6.81 |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 8.18 | 7.83 | 7.34 | 6.51 | 7.36 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis-Short-Duration-Fund-Retail-Plan-Growth-Option | 1.02 | -0.19 | 3.66 | 1.92 | 6.76 | 2.89 |
Debt: Short Duration | - | - | - | - | - | - |