Rolling Return vs Benchmark
Rolling Return vs Benchmark
| Return Statistics (%) | Return distribution (% of times) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme / Category Name | Average | Median | Maximum | Minimum | Less than 0% | 0 - 8% | 8 - 12% | 12 - 15% | 15 - 20% | Greater than 20% | |
| SBI Balanced Advantage Fund - Regular Plan - Growth | 12.64 | 13.33 | 27.76 | 1.25 | 0.00 | 38.87 | 4.86 | 16.11 | 23.53 | 16.62 | |
AK Hybrid Aggressive Benchmark: Nifty 50 TRI (65%) + Nifty 10 year Benchmark G-Sec Index (35%) with monthly rebalancing
AK Hybrid Conservative Benchmark: Nifty 50 TRI (25%) + Nifty 10 year Benchmark G-Sec Index (75%) with monthly rebalancing
AK Hybrid Balanced Benchmark: Nifty 50 TRI (50%) + Nifty 10 year Benchmark G-Sec Index (50%) with monthly rebalancing
AK Hybrid Equity Savings Benchmark: Nifty 50 TRI (35%) + Nifty 50 Arbitrage Index (30%) + S&P BSE Corporate Bond Index (35%) with monthly rebalancing
AK Hybrid Multi-Asset Allocation Benchmark: Nifty 50 TRI (40%) + Nifty 10 year benchmark G-Sec (40%) + Domestic Price of Gold (20%) with monthly rebalancing
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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