UTI MF Multi Asset Allocation Fund 728x90

Mutual Fund Rolling Returns versus Category Returns

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Rolling Returns

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 27.71 27.21 39.35 18.81 0.00 0.00 0.00 0.00 0.00 5.49 94.51
Equity: Flexi Cap - 18.22 17.85 28.64 9.47 0.00 0.00 0.42 0.00 15.97 53.57 30.04

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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