FM 1 - Mr.Srinivasan Ramamurthy, FM 2 - Mr.Anil Bamboli, FM 3 - Ms. Nandita Menezes, FM 4 - Mr.Arun Agarwal, FM 5 - Mr. Dhruv Muchhal
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 (%) |
|---|---|---|---|---|---|---|
| HDFC Equity Savings Fund - GROWTH PLAN | 05-09-2004 | 7.75 | 7.38 | 10.38 | 9.9 | 10.32 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | 15-12-2018 | 9.8 | 9.36 | 11.49 | 9.96 | - |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 10-11-2014 | 8.76 | 8.28 | 9.56 | 7.48 | 8.35 |
| HSBC Equity Savings Fund - Regular Growth | 01-01-2013 | 8.44 | 10.47 | 13.47 | 11.03 | 9.21 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 8.37 | 9.49 | 11.25 | 9.23 | 9.34 |
| UTI Equity Savings Fund - Regular Plan - Growth Option | 30-08-2018 | 8.3 | 8.17 | 10.89 | 9.88 | - |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | 05-02-2017 | 8.03 | 6.96 | 10.38 | 8.97 | - |
| LIC MF Equity Savings Fund-Regular Plan-Growth | 01-01-2013 | 7.81 | 6.95 | 8.89 | 7.34 | 6.88 |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | 25-07-2019 | 7.63 | 8.11 | 10.16 | 7.94 | - |
| SBI Equity Savings Fund - Regular Plan - Growth | 01-05-2015 | 7.59 | 7.4 | 11.57 | 9.16 | 9.22 |
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| HDFC-Equity-Savings-Fund-GROWTH-PLAN | 4.68 | 0.97 | 0.14 | 1.0 | 7.19 | 4.0 |
| Hybrid: Equity Savings | - | - | - | - | - | - |