Sudhir Kedia, Rohit Seksaria
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 (%) |
---|---|---|---|---|---|---|
Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 11.37 | 8.63 | 23.26 | 11.8 | 14.47 |
SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 26.01 | 16.0 | 27.57 | 16.01 | 16.27 |
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option | 05-01-2015 | 20.64 | 9.66 | 26.59 | 13.58 | - |
Taurus Taxshield - Regular Plan - Growth | 31-03-1996 | 20.3 | 10.7 | 20.74 | 11.94 | 14.75 |
HDFC Taxsaver - Growth Plan | 05-03-1996 | 19.9 | 15.1 | 27.84 | 13.15 | 15.55 |
BANDHAN Tax Advantage (ELSS) Fund - Regular Plan - Growth | 26-12-2008 | 18.88 | 13.54 | 30.83 | 16.31 | 18.58 |
JM Tax Gain Fund (Regular) - Growth option | 31-03-2008 | 18.72 | 9.76 | 26.11 | 16.22 | 17.92 |
Franklin India Taxshield-Growth | 05-04-1999 | 18.43 | 12.21 | 28.35 | 13.54 | 16.13 |
Parag Parikh Tax Saver Fund- Regular Growth | 05-07-2019 | 17.01 | 12.39 | 24.22 | - | - |
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 16.49 | 7.94 | 25.3 | 18.09 | 17.53 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Sundaram-Diversified-Equity-ELSS-Regular-Plan-Growth | 13.79 | 1.24 | 0.54 | 0.93 | - | - |
Equity: ELSS | - | - | - | - | - | - |