Anil Bamboli, Arun Agarwal, Srinivasan Ramamurthy, Bhagyesh Kagalkar, Nirman S. Morakhia, 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 Multi-Asset Fund - Growth Option | 05-08-2005 | 10.74 | 16.58 | 13.77 | 17.81 | 10.91 |
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth | 12-05-2023 | 16.23 | - | - | - | - |
DSP Multi Asset Allocation Fund - Regular - Growth | 05-09-2023 | 12.83 | - | - | - | - |
ICICI Prudential Multi-Asset Fund - Growth | 31-10-2002 | 12.22 | 22.42 | 18.78 | 26.0 | 14.76 |
Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth | 10-01-2024 | 11.61 | - | - | - | - |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | 31-01-2023 | 11.59 | 18.02 | - | - | - |
Quantum Multi Asset Allocation Fund - Regular Plan Growth Option | 07-03-2024 | 11.47 | - | - | - | - |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | 10-08-2020 | 11.38 | 21.56 | 16.62 | - | - |
Sundaram Multi Asset Allocation Fund Regular Plan Growth | 03-01-2024 | 11.19 | - | - | - | - |
Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth | 13-03-2024 | 10.37 | - | - | - | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
HDFC-Multi-Asset-Fund-Growth-Option | 6.11 | 0.7 | 2.68 | 0.73 | 7.15 | 4.24 |
Hybrid: Multi Asset Allocation | - | - | - | - | - | - |