Abhishek Bisen, Devender Singhal, 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 Multicap Fund-Regular Plan-Growth | 29-09-2021 | 50.34 | 37.9 | - | - | - |
Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 52.42 | 35.3 | - | - | - |
HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 49.23 | - | - | - | - |
LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 48.18 | - | - | - | - |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 47.13 | 31.27 | 19.19 | 25.3 | 15.35 |
ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 45.97 | 33.36 | 21.81 | 24.0 | 16.14 |
Invesco India Multicap Fund - Growth Option | 17-03-2008 | 45.44 | 31.51 | 19.4 | 24.57 | 16.25 |
WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 45.19 | - | - | - | - |
ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 44.92 | 33.31 | 18.13 | 18.73 | - |
Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 44.46 | - | - | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Kotak Multicap Fund-Regular Plan-Growth | 15.75 | - | - | |||
Equity: Multi Cap | - | - | - | - | - | - |