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.
Fund Multiplier
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Riskometer
Asset Allocation
Top 10 Holdings
Company
Instrument
Credit Rating
Holdings (%)
Related Funds in this Category
Sector Allocation (%)
Equity Holdings
Sector
Allocation (%)
Market Cap Distribution
Portfolio Behavior
Volatility
-
Sharp Ratio
-
Alpha
-
Beta
-
Standard Deviation
-
Portfolio Turnover
Extreme Performance
Time Frame
Period
Fund (%)
Benchmark (%)
Best Month
30-05-2014
11.64
8.11
Worst Month
31-01-2011
-10.46
-10.23
Best Quarter
30-06-2014
20.12
14.03
Worst Quarter
30-09-2011
-9.40
-12.11
Best Year
31-12-2014
57.64
32.91
Worst Year
30-12-2011
-22.29
-23.81
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