INF109K01613
Performance Analysis
The period return chart shows that the fund has performed lesser than the benchmark for 3 months, 1 year and 3 years basis. It has performed slightly better for 6 months period.
The risk return chart shows that the risk taken is -0.392% and the return generated is -4.62%. It shows that the fund has taken excess risk than most other funds for generating similar returns.
The rolling return chart shows that the fund has performed less than the median almost throughout the time period.
The snail trail chart shows that the fund has at times taken less risk and at times more risk but it has not been able to generate any positive return for the risk taken.
The chart shows that the information ratio has stayed negative most of the time which is not a positive sign but few times crossed zero which separates the fund from being worst.
Portfolio Analysis
The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the category average.
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 fund is slightly tilted towards lower quality and little lesser 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.
You must be logged in to post a comment.