Category: Equity: Multi Cap
Launch Date: 21-03-2001
Riskometer: Very High
Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma, Jignesh Shah
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 (%) |
|---|---|---|---|---|---|---|
| quant Multi Cap Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 4.92 | -3.43 | 11.96 | 13.48 | 17.27 |
| Groww Multicap Fund - Regular - Growth | 16-12-2024 | 19.28 | - | - | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 15.31 | 8.44 | 21.01 | - | - |
| Tata Multicap Fund - Regular Plan - Growth | 05-02-2023 | 12.01 | 5.35 | 12.91 | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 11.95 | 5.54 | 19.17 | 13.37 | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 11.91 | 7.84 | 22.59 | - | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 11.31 | 7.43 | 20.31 | 18.22 | - |
| HSBC Multi Cap Fund - Regular - Growth | 05-01-2023 | 10.8 | 6.47 | 22.08 | - | - |
| Union Multicap Fund - Regular Plan - Growth Option | 19-12-2022 | 10.69 | 7.13 | 17.54 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 9.32 | 9.98 | - | - | - |
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| quant Multi Cap Fund-GROWTH OPTION - Regular Plan | 15.95 | 0.19 | -5.71 | 1.0 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |