Abhishek Bisen, Devender Singhal, Hiten Shah, Arjun Khanna
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 (%) |
---|---|---|---|---|---|---|
Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 5.64 | 7.78 | 13.17 | 8.14 | - |
ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 5.66 | 6.79 | 11.95 | 7.21 | - |
UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 5.45 | 7.64 | 13.7 | - | - |
HDFC Equity Savings Fund - GROWTH PLAN | 05-09-2004 | 4.37 | 8.09 | 15.02 | 7.71 | 9.19 |
Franklin India Equity Savings Fund- Growth | 01-08-2018 | 3.62 | 6.03 | 12.41 | - | - |
PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 3.59 | 6.42 | 11.4 | 6.85 | 8.2 |
Nippon India Equity Savings Fund- Growth Plan- Growth Option | 05-05-2015 | 3.16 | 5.01 | 11.19 | 0.36 | - |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 3.06 | 5.75 | 10.72 | 7.64 | - |
DSP Equity Savings Fund - Regular Plan - Growth | 28-03-2016 | 2.83 | 6.29 | 13.03 | 6.22 | - |
Mirae Asset Equity Savings Fund- Regular Plan- Growth | 15-12-2018 | 2.82 | 6.46 | 14.86 | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Kotak Equity Savings Fund - Regular - Growth | 8.32 | 0.71 | 1.21 | 0.99 | 6.99 | 2.97 |
Hybrid: Equity Savings | - | - | - | - | - | - |