INF204K01489
Performance Analysis
The growth chart shows how 10,000 invested in the fund performs over a period of time. At the start the fund did not perform well but slowly recovered and rebound and performed exceptionally well later on.
The period return chart shows how the fund has performed over a period of time.
The risk return chart shows that the fund has taken highest risk than all other funds to generate almost similar returns.
The rolling return chart shows that the fund at the start performed really bad and intersected the lowest performing fund till Jan 2021 and from then it recovered and rebound and it performed really well that it is so close to the upper quartile that it almost performed better than the upper quartile most of the time.
The snail trail chart shows that the fund took excess risk mostly to generate decent returns at times and negative relative returns most of the time.
The tracking error chart shows that the fund has been able to maintain distance from benchmark all the time,
The chart shows that the IR of the fund is really bad from the start for a very long period but it recovered and rebound and generated positive IR for the first time in July 2021 and never looked back again and kept on improving.
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 tilted towards growth factor compared to value.
Yield – The fund is low yield generating.
Momentum – The fund has a high momentum factor.
Quality – The fund is closer to medium quality but little downward biased and and slightly lesser quality than the category average.
Volatility – The fund has lower volatility.
Liquidity – The fund has lower liquidity.
Size – The fund is mid sized and smaller than the category average.
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