INF209KB1Y23
Performance Analysis
The growth chart shows how 10,000 invested in the fund would perform over a period of time. Its performance is reasonable.
The period return chart shows that the fund has underperformed compared to the benchmark across time periods.
The rolling return chart shows that the fund generated constant returns throughout the time period. Till Aug 2022, it was worst performing and from then it performed better than other funds as all other funds performance dipped.
The snail trail chart shows that the fund took less risk all the time to generate negative relative return most of the time and positive relative return at times.
The chart shows that the fund maintained distance from the benchmark all the time.
The chart shows that the IR at the start was positive but fell drastically and remained negative throughout the time period.
Portfolio Analysis
The chart shows that the fund belongs to the large cap growth category. The fund has a broader range than the benchmark.
Growth – The fund has tilted towards growth compared to value.
Yield – The fund is low yield generating.
Momentum – The fund has a high momentum factor.
Quality – The quality is close to medium but little downward biased and little lower quality than the category average.
Volatility – The fund has lower volatility.
Liquidity – The fund has lower liquidity.
Size – The fund is close to mid size and is sized lesser than the category average.
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