The growth chart shows how 10,000 invested in the fund performs over a period of time.
The period return chart shows that the fund performed better than the benchmark in both the time periods.
The quartile chart shows that the fund performs better than most other funds.
The range of the fund is much broader than the benchmark. The chart shows that the fund belongs to the large cap growth category while little close to the large cap blend.
Style – The fund tilted towards growth compared to value.
Yield – The fund is low yield generating.
Momentum – The fund was running through a high momentum factor.
Quality – The fund is close to medium quality but little better than the category average.
Volatility – The fund has lower volatility.
Liquidity – The fund has lower liquidity.
Size – The fund is mid sized and sized lower than the category average.