Mr. Asit Bhandarkar, Mr. Satish Ramanathan, Mr. Chaitanya Choksi, Ms. Ruchi Fozdar
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 (%) |
---|---|---|---|---|---|---|
JM Aggressive Hybrid Fund (Regular) -Growth Option | 01-04-1995 | -6.89 | 18.45 | 20.82 | 22.17 | 12.77 |
SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 5.55 | 16.48 | 14.25 | 17.29 | 12.53 |
ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 3.66 | 19.84 | 20.45 | 26.41 | 16.22 |
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 2.49 | 17.27 | 15.9 | 18.39 | - |
PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 2.36 | 14.1 | 13.05 | 14.37 | 9.18 |
Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 25-11-1999 | 1.16 | 16.89 | 15.97 | 19.86 | 13.46 |
HSBC Aggressive Hybrid Fund - Regular Growth | 01-01-2013 | 0.98 | 17.02 | 16.25 | 16.8 | 11.46 |
DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 0.88 | 16.4 | 16.16 | 17.78 | 12.97 |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 0.56 | 17.93 | 17.39 | 20.48 | - |
HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 0.42 | 11.8 | 13.24 | 18.16 | 12.35 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
JM Aggressive Hybrid Fund (Regular) -Growth Option | 10.95 | 1.08 | 10.75 | 0.35 | 7.04 | 5.12 |
Hybrid: Aggressive | - | - | - | - | - | - |