Rupesh Patel, Ashutosh Bhargava
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 (%) |
---|---|---|---|---|---|---|
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option | 05-09-2005 | 4.33 | 20.07 | 14.98 | 20.69 | 8.42 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 13.31 | 25.98 | - | - | - |
LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 13.17 | 20.66 | 13.88 | 16.67 | 10.15 |
HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 12.1 | 23.2 | 15.1 | 19.89 | 11.76 |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 11.62 | 24.29 | 17.21 | 23.21 | 14.39 |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 11.08 | 26.64 | 19.98 | 20.69 | 14.68 |
JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 10.49 | 23.15 | 16.53 | 20.99 | 13.59 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 9.38 | 20.34 | 16.69 | 24.5 | - |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 8.7 | 22.93 | 14.49 | 19.24 | 11.22 |
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 05-01-2006 | 8.61 | 22.39 | 14.19 | 17.91 | 10.7 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Nippon-India-Tax-Saver-ELSS-Fund-Growth-Plan-Growth-Option | 12.81 | 0.53 | 0.88 | 0.99 | - | - |
Equity: ELSS | - | - | - | - | - | - |