Ankush Sood, Santosh Singh, Rakesh Shetty
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 (%) |
---|---|---|---|---|---|---|
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option | 05-05-2013 | 33.41 | 18.54 | 13.97 | 14.84 | 14.38 |
Invesco India Focused Fund - Growth | 08-09-2020 | 69.91 | 27.98 | 26.04 | - | - |
Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 56.38 | 25.25 | 23.51 | 22.52 | 20.24 |
JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 54.76 | 28.02 | 23.9 | 14.91 | 15.99 |
Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 52.01 | 27.2 | 26.8 | - | - |
ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 47.35 | 26.12 | 24.97 | 19.92 | 15.57 |
DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 42.91 | 20.11 | 16.63 | 14.84 | 14.7 |
HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 42.58 | 27.71 | 30.21 | 19.97 | 15.89 |
HSBC Focused Fund - Regular Growth | 22-07-2020 | 41.64 | 21.14 | 20.61 | - | - |
Franklin India Focused Equity Fund - Growth Plan | 05-07-2007 | 41.61 | 23.39 | 23.59 | 18.41 | 18.47 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Motilal-Oswal-Focused-25-Fund-MOF25-Regular-Plan-Growth-Option | 12.7 | 0.52 | -4.86 | 0.85 | - | - |
Equity: Focused | - | - | - | - | - | - |