Mr. Deepak Ramaraju, Ms. Gargi Bhattacharyya Banerjee & Mr. Sudip More
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 (%) |
---|---|---|---|---|---|---|
Shriram Aggressive Hybrid Fund- Regular Growth | 29-11-2013 | -6.25 | 11.34 | 10.62 | 12.9 | 8.61 |
SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 6.64 | 15.66 | 13.65 | 16.49 | 11.8 |
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 6.2 | 16.13 | 15.01 | 18.69 | - |
PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.22 | 12.28 | 13.67 | 14.53 | 8.15 |
DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 4.85 | 16.75 | 15.84 | 17.6 | 12.08 |
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 3.44 | 18.6 | 16.7 | 16.59 | - |
ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 2.85 | 18.77 | 19.3 | 25.07 | 15.12 |
HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 2.41 | 11.67 | 13.66 | 18.23 | 11.89 |
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 1.89 | 17.13 | 17.69 | 20.09 | 12.02 |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 1.88 | 17.08 | 17.6 | 20.02 | 11.97 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Shriram-Aggressive-Hybrid-Fund-Regular-Growth | 9.53 | 0.79 | -1.4 | 1.07 | 7.33 | 3.13 |
Hybrid: Aggressive | - | - | - | - | - | - |