Dinesh Ahuja
Mr. Ahuja is a B.Com (H) and MMS (Finance). Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
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 (%) |
---|---|---|---|---|---|---|
SBI Magnum Income Fund-Regular Plan-Growth | 25-11-1998 | 1.16 | 3.84 | 6.76 | 6.28 | 7.82 |
UTI Bond Fund- Regular Plan - Growth | 17-05-1998 | 15.42 | 9.21 | 5.89 | 2.68 | 6.25 |
Aditya Birla Sun Life Income Fund (Discipline Advantage Plan) | 04-03-2009 | 1.57 | 3.86 | 6.38 | 5.82 | 7.51 |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan | 05-10-1995 | 1.57 | 3.86 | 6.38 | 5.82 | 7.5 |
ICICI Prudential Bond Fund - Growth | 05-08-2008 | 0.8 | 3.28 | 6.21 | 5.98 | 7.86 |
Kotak Bond Fund - Regular Plan Growth | 25-11-1999 | 0.4 | 2.47 | 5.5 | 5.09 | 6.92 |
Nippon India Income Fund - Growth Plan Growth Option | 01-01-1998 | 0.17 | 1.55 | 4.87 | 5.31 | 7.14 |
Canara Robeco Income Fund - Regular Plan - Growth Option | 19-09-2002 | 0.03 | 1.95 | 4.77 | 5.1 | 7.16 |
JM Medium to Long Duration Fund (Regular) - Growth Option | 01-04-1995 | -0.04 | 1.91 | 2.55 | 1.43 | 4.37 |
LIC MF Bond Fund-Regular Plan-Growth | 19-06-1999 | -0.09 | 1.34 | 4.35 | 4.65 | 6.45 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
SBI Magnum Income Fund-Regular Plan-Growth | 3.34 | 1.25 | 2.37 | 1.02 | 7.34 | 6.58 |
Debt: Medium to Long Duration | - | - | - | - | - | - |