Bandhan MF Small Cap Fund New 728x90

Mutual Fund Rolling Returns versus Debt: Liquid Category Returns

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Rolling Returns

Created with Highstock 2.1.5HDFC Flexi Cap GrEquity: ContraJul 2020toJul 2023Sep 2020toSep 2023Nov 2020toNov 2023Jan 2021toJan 2024Mar 2021toMar 2024May 2021toMay 2024Jul 2021toJul 2024Sep 2021toSep 2024Nov 2021toNov 2024Jan 2022toJan 2025Mar 2022toMar 2025May 2022toMay 202515%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 26.58 26.38 35.38 18.92 0.00 0.00 0.00 0.00 0.00 0.64 99.36
Debt: Liquid - 1.71 1.77 2.81 -0.20 0.29 99.71 0.00 0.00 0.00 0.00 0.00

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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