FM 1 - Ms.Roshi Jain, FM 2 - 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 Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 17.0 | 28.09 | 26.94 | 32.21 | 14.64 |
BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 16.57 | 23.72 | 21.28 | 22.57 | 11.97 |
Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 16.08 | 15.79 | 13.84 | 22.83 | - |
ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 16.04 | 29.85 | 26.11 | 28.9 | 14.64 |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 15.95 | 23.2 | 21.75 | - | - |
Invesco India Focused Fund - Growth | 08-09-2020 | 15.18 | 37.69 | 27.05 | - | - |
DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 14.68 | 26.18 | 21.8 | 23.41 | 12.07 |
Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 14.57 | 22.84 | 19.46 | 23.34 | 12.74 |
Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 14.18 | - | - | - | - |
LIC MF Focused Fund-Regular Plan-Growth | 13-11-2017 | 12.68 | 16.34 | 15.97 | 21.03 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC-Focused-30-Fund-GROWTH-PLAN | 11.38 | 1.4 | 8.8 | 0.75 | - | - |
Equity: Focused | - | - | - | - | - | - |