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Period | This Fund | Category Avg | High Growth Portfolio |
---|---|---|---|
1y | 14.46% | 16.52% | 14.09% |
3y | 25.45% | 25.99% | 20.83% |
5y | 17.55% | 14.8% | 19.12% |
7y | 18.49% | 15.13% | 17.29% |
10y | 25.9% | 18.75% | 18.9% |
15y | -- | 14.08% | 16.78% |
Since Inception | 22.5% | 13.77% | 16.73% |
1y | 24.97% | 24.56% | 21.24% |
3y | 17.92% | 19.45% | 16.06% |
5y | 20.48% | 19.66% | 20.22% |
7y | 18.55% | 16.74% | 18.69% |
10y | 20.54% | 16.31% | 17.69% |
15y | -- | 15.94% | 17.73% |
Since Inception | 21.17% | 14.87% | 17.14% |
Trailing returns show point-to-point returns over different time periods. When compared to other assets or products, trailing returns indicate how well this fund has compounded in comparison.
Period | Fund Median | Category Avg Median | High Growth Portfolio Median |
---|---|---|---|
Any 1y | 18.1% | 11.4% | 14.3% |
Any 3y | 21.9% | 12.7% | 15.9% |
Any 5y | 18.9% | 13.5% | 16.9% |
Any 7y | 21.0% | 14.6% | 16.3% |
Any 10y | 23.1% | 13.3% | 16.2% |
Any 1y | 21.7% | 13.4% | 16.3% |
Any 3y | 23.0% | 16.4% | 16.3% |
Any 5y | 19.4% | 15.7% | 17.0% |
Any 7y | 19.5% | 15.4% | 16.9% |
Any 10y | 20.1% | 15.1% | 16.9% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.
Fund name | Annual Returns % | Expense ratio | ETM Rank | AUM |
---|---|---|---|---|
Quant Large and Mid Cap Fund | 18.31% | 0.56% | #18 | ₹995 Crs |
Mirae Asset Emerging Bluechip Fund | 17.41% | 0.67% | #10 | ₹27,948 Crs |
ICICI Prudential Large & Mid Cap Fund | 16.71% | 1.01% | #2 | ₹9,123 Crs |
Tata Large & Mid Cap Fund | 16.54% | 0.87% | #16 | ₹4,985 Crs |
HDFC Large and Mid Cap Fund | 16.39% | 1.01% | #1 | ₹10,680 Crs |
SBI Large & Midcap Fund | 16.36% | 0.92% | #6 | ₹13,871 Crs |
Performance Ratio | This Fund | Category Avg |
---|---|---|
Standard Deviation | 13.63 | 13.8 |
Alpha | 3.96 | 3.98 |
Beta | 0.91 | 0.88 |
Sharpe | 1.53 | 1.43 |
Sortino | 2.82 | 2.67 |