Hardick Bora, Sanjay Bembalkar
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 (%) |
---|---|---|---|---|---|---|
Union ELSS Tax Saver Fund - Growth Option | 23-12-2011 | 32.59 | 25.55 | 14.6 | 22.11 | 13.55 |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 67.32 | 46.14 | 26.15 | 26.24 | - |
SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 51.93 | 41.07 | 24.68 | 27.06 | 16.12 |
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 51.15 | 36.4 | 17.96 | - | - |
HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 50.54 | 33.35 | 18.72 | 22.04 | 15.31 |
JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 48.85 | 36.37 | 19.57 | 23.86 | 17.52 |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 46.6 | 33.4 | 18.93 | 23.87 | 17.47 |
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 45.74 | 30.04 | 20.98 | 35.46 | 23.35 |
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth | 25-02-2009 | 44.71 | 32.99 | 17.38 | 27.24 | 17.89 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 44.58 | 33.54 | 21.91 | 23.14 | 14.17 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Union-ELSS-Tax-Saver-Fund-Growth-Option | 11.7 | 0.88 | 1.94 | 0.85 | - | - |
Equity: ELSS | - | - | - | - | - | - |