Vinit Sambre, Jay Kothari, Bhavin Gandhi
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 (%) |
---|---|---|---|---|---|---|
DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 13.7 | 26.82 | 18.02 | 21.79 | 12.02 |
HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.58 | 27.59 | 23.58 | 30.38 | 14.48 |
ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 14.45 | 29.05 | 22.12 | 28.22 | 14.34 |
BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 12.31 | 24.39 | 16.52 | 21.44 | 11.68 |
SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 10.48 | 20.55 | 13.88 | 21.42 | 14.16 |
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 10.42 | 22.34 | 17.24 | - | - |
Invesco India Focused Fund - Growth | 08-09-2020 | 10.03 | 35.79 | 21.8 | - | - |
Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 9.79 | 22.23 | 15.61 | 21.84 | 12.5 |
Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 9.53 | 22.67 | - | - | - |
Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 9.34 | 14.81 | 9.09 | 20.86 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
DSP-Focus-Fund-Regular-Plan-Growth | 14.04 | 0.58 | 2.28 | 0.97 | - | - |
Equity: Focused | - | - | - | - | - | - |