Mr. Neeraj Kumar - Arbitrage, Ms. Mansi Sajeja, Ms. Nidhi Chawla., Ms. Vandna Soni,
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 (%) |
---|---|---|---|---|---|---|
SBI Equity Savings Fund - Regular Plan - Growth | 01-05-2015 | 4.61 | 10.4 | 10.97 | 11.46 | 9.11 |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 6.69 | 11.93 | 10.96 | 10.48 | 8.95 |
ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 6.53 | 8.45 | 8.88 | 9.11 | 8.38 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 10-11-2014 | 6.36 | 8.77 | 8.76 | 9.18 | 7.77 |
Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 5.48 | 10.89 | 9.7 | 9.87 | 7.52 |
BANDHAN Equity Savings Fund - Regular Plan - Growth | 09-06-2008 | 5.19 | 7.83 | 7.57 | 7.86 | 6.58 |
LIC MF Equity Savings Fund-Regular Plan-Growth | 01-01-2013 | 5.05 | 10.21 | 9.21 | 9.36 | 6.85 |
PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 4.9 | 7.37 | 7.04 | 8.54 | 7.09 |
DSP Equity Savings Fund - Regular Plan - Growth | 28-03-2016 | 4.71 | 10.48 | 9.68 | 10.71 | - |
Franklin India Equity Savings Fund- Growth | 01-08-2018 | 4.58 | 8.35 | 8.11 | 9.41 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
SBI Equity Savings Fund - Regular Plan - Growth | 4.73 | 1.06 | 4.6 | 0.16 | 7.67 | 2.61 |
Hybrid: Equity Savings | - | - | - | - | - | - |