Harsha Upadhyaya
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 Tax Saver-Scheme-Growth | 01-11-2005 | 8.48 | 28.59 | 19.45 | 13.03 | 15.19 |
HDFC Taxsaver - Growth Plan | 05-03-1996 | 14.56 | 29.39 | 17.31 | 9.36 | 13.71 |
Quant Tax Plan - Growth Option - Regular Plan | 01-04-2000 | 13.33 | 44.65 | 37.68 | 21.76 | 20.69 |
Parag Parikh Tax Saver Fund- Regular Growth | 08-07-2019 | 11.61 | 27.37 | 23.03 | - | - |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 02-01-2013 | 9.99 | 28.47 | 19.29 | 11.9 | 16.53 |
Tata India Tax Savings Fund-Growth-Regular Plan | 13-10-2014 | 9.92 | 27.02 | 17.51 | 12.49 | - |
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth | 26-12-2008 | 9.7 | 36.6 | 23.6 | 13.93 | 17.54 |
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option | 05-09-2005 | 9.3 | 32.52 | 17.13 | 5.59 | 13.76 |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 9.04 | 27.58 | 16.82 | 9.15 | 13.51 |
Union Long Term Equity Fund - Growth Option | 23-12-2011 | 8.17 | 28.46 | 21.42 | 13.89 | 13.97 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Kotak-Tax-Saver-Scheme-Growth | 15.12 | 0.51 | 0.06 | 0.93 | - | - |
Equity: ELSS | - | - | - | - | - | - |