Mr. Satish Ramanathan, Mr. Asit Bhandarkar, Mr. Chaitanya Choksi, Ms. Ruchi Fozdar
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 (%) |
---|---|---|---|---|---|---|
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 4.5 | 31.74 | - | - | - |
Invesco India Midcap Fund - Growth Option | 19-04-2007 | 22.98 | 33.62 | 28.08 | 31.0 | 17.18 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 19.59 | 34.24 | 31.83 | 37.91 | 17.29 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.69 | 31.12 | - | - | - |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.03 | 32.7 | 27.63 | 33.96 | 17.56 |
Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 13.5 | 31.56 | 26.86 | 30.66 | 14.97 |
Franklin India Prima Fund-Growth | 01-12-1993 | 13.39 | 29.23 | 26.03 | 29.0 | 14.93 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.07 | 32.09 | 28.1 | 34.6 | 17.4 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 12.58 | 26.33 | - | - | - |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 12.15 | 31.05 | 29.2 | 34.26 | 17.46 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
JM-Midcap-Fund-Regular-Growth | - | - | ||||
Equity: Mid Cap | - | - | - | - | - | - |