Sundaram MF Start An SIP Dec2024 728x90

Mutual Fund Rolling Returns versus Category Returns

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Rolling Returns

Created with Highstock 2.1.5HDFC Flexi Cap GrEquity: Flexi CapJun 2020toJun 2023Aug 2020toAug 2023Oct 2020toOct 2023Dec 2020toDec 2023Feb 2021toFeb 2024Apr 2021toApr 2024Jun 2021toJun 2024Aug 2021toAug 2024Oct 2021toOct 2024Dec 2021toDec 2024Feb 2022toFeb 2025Apr 2022toApr 20255%10%15%20%25%30%35%40%
Return Statistics (%) Return distribution (% of times)
Scheme / Category Name Launch Date Average Median Maximum Minimum Negative 0 - 8% 8 - 10% 10 - 12% 12 - 15% 15 - 20% Greater than 20%
HDFC Flexi Cap Gr 01-01-1995 26.92 26.60 36.55 18.92 0.00 0.00 0.00 0.00 0.00 0.63 99.37
Equity: Flexi Cap - 17.35 17.42 25.50 9.88 0.00 0.00 0.21 5.25 16.39 57.14 21.01

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.

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