Ms. Sohini Andani, Mr. Pradeep Kesavan, Mr. Saurabh Pant,
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 (%) |
|---|---|---|---|---|---|---|
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 9.02 | 10.41 | 14.54 | 14.74 | 13.13 |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | 24-06-2021 | 12.29 | 7.73 | 17.02 | - | - |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 10.58 | 12.88 | 17.84 | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 10.51 | 11.51 | 19.11 | 19.65 | 15.33 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 10.35 | 10.98 | 17.86 | 17.46 | 15.2 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 10.0 | 11.25 | 15.61 | 14.88 | 13.63 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 10.0 | 10.38 | 17.43 | 14.63 | 13.64 |
| Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option | 10-02-2012 | 9.94 | 7.92 | 14.23 | 13.07 | 12.01 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 9.93 | 9.84 | 13.39 | 13.24 | 14.03 |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 9.8 | 10.93 | 14.97 | 13.86 | 12.1 |
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI-Large-Cap-FUND-REGULAR-PLAN-GROWTH | 11.31 | 0.8 | 0.85 | 0.88 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |