ಪದಕೋಶ
ಈ ಸೈಟ್‌ನ ಪ್ರತಿ ಸಂಖ್ಯೆಯ ಅರ್ಥ ಮತ್ತು ಅದನ್ನು ಹೇಗೆ ಓದುವುದು. ಯಾವುದರ ಹಿಂದಿನ ಸೂತ್ರಕ್ಕೂ, ಮತ್ತು ಯಾವಾಗ ಒಂದನ್ನು ಲೆಕ್ಕ ಹಾಕುವ ಬದಲು ನಿರಾಕರಿಸಲಾಗುತ್ತದೆ ಎಂಬ ನಿಯಮಗಳಿಗೂ, ವಿಧಾನ ನೋಡಿ.
ಯಾವುದೇ ಸಂಖ್ಯೆ ಓದುವ ಮೊದಲು
ಈ ಪುಟದ ಉಳಿದ ಭಾಗ ಊಹಿಸಿಕೊಳ್ಳುವ 12 ವಿಚಾರಗಳು.
Why every number here is history
Every figure on this site describes what already happened. A fund that returned 18% a year for five years is a fund that returned 18% a year for five years; it is not a fund that will. Returns come from markets, and the market conditions that produced a past number are not repeatable to order. Use these numbers to understand how a fund has behaved - how it fell, how it recovered, how consistent it was, what it cost - rather than to forecast. Nothing here is advice, and nothing here is a prediction.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Peer group, and why it is your sub-category
A small-cap fund and a liquid fund are not comparable, so every relative number here compares a fund only with funds in its own SEBI sub-category - Flexi Cap with Flexi Cap, Small Cap with Small Cap. That group is the fund's peers. When you see 'similar funds' on this site, that is what it means. The peer average also leaves the fund itself out of the calculation, so a large fund is not partly measured against itself. If a sub-category has too few funds to make a fair average, the comparison is left blank rather than computed on a handful.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Rolling returns, and why one 5-year number misleads
A trailing 5-year return measures exactly one window: today back to five years ago. Move the start date a few months and the answer can change enormously, because it depends on whether you happened to begin at a market low or a high. A rolling return computes every possible 5-year window in the fund's history and shows the spread - typical, worst, best, and how often the window ended in profit. The worst window is usually the most informative number on the page: it is what an unlucky investor actually got. One trailing number hides all of that.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Drawdown: the worst fall
A drawdown is the drop from a previous high point to the lowest point that followed, before a new high was reached. Maximum drawdown is the worst such fall on record. It matters more than volatility for most people, because it is the number that describes the moment you would have been most tempted to sell. Recovery time matters just as much: a 30% fall that took four years to make back is a very different experience from one recovered in eight months. This site computes drawdown on daily prices, because a month-end sample steps straight over the bottom.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Volatility: how bumpy the ride was
Volatility measures how much a fund's monthly returns bounced around their own average. High volatility means large swings in both directions; it is not the same thing as risk of loss, though the two often travel together. It is quoted as an annual percentage. On its own it says nothing about whether a fund made money - a fund can be volatile and excellent, or steady and poor. It is most useful next to return: two funds with the same return and different volatility gave their investors very different experiences.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Expense ratio, and Direct versus Regular
The expense ratio is the annual fee the fund house charges, as a percentage of your money. It is already deducted from the NAV, so every return on this site is after that fee - never subtract it again. A Direct plan is the same portfolio with no distributor commission; a Regular plan pays a commission out of your returns, typically 0.5-1% a year, which compounds into a large difference over a decade. They are separate scheme codes with separate NAVs. This site defaults to Direct plans for exactly that reason.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Index funds versus active funds
An index fund holds whatever an index holds, in the same proportions, and charges very little because no one is choosing. An active fund pays a manager to pick, and charges more for it. Neither is automatically better. The question a screener can help with is narrower and answerable: did this particular active fund actually beat its index, by enough to cover its extra cost, and did it do so consistently rather than once? Several columns here exist to answer that - excess versus the index, how reliably it beat it, and how much of its result the index alone explains.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Benchmark: the index a fund is measured against
A benchmark is the index that represents what a fund is trying to do - Nifty 50 for a large-cap fund, Nifty Midcap 150 for a mid-cap one. Beating peers and beating the index are different achievements, and this site reports them separately. Where no suitable index series has been loaded for a fund's category, the index-relative columns are left blank with a stated reason rather than computed against something that does not fit. Some series here are built from an index fund's own NAV, which is net of that fund's costs, so it slightly understates the real index.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Survivorship: the funds that are not in the average
Funds that performed badly often get merged into other funds or closed, and then they vanish from the list of funds you can screen today. Any average computed over surviving funds is therefore flattering, because the failures have been removed from it. This is not a small effect. This site measures it rather than only warning about it: category averages are computed twice, once over active funds and once including the ones that closed, and the gap between them is shown in percentage points wherever a category average appears.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →Why a number is blank
A dash on this site never means zero and never means an error. It means the number could not be computed honestly, and clicking it tells you exactly why: too little history, too few comparable funds, no index loaded for that category, or a denominator that would make the ratio meaningless. The alternative - filling the gap with a category average or a zero - would make a fund with missing data look like a fund with ordinary data, which is worse than an obvious blank. Every reason has a name, and every name is explained where it appears.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →What a p-value is doing on a fund screener
When a fund beats its index, that can be skill or it can be luck. The p-value estimates how easily pure luck could have produced a result that good. A low p-value means luck is a poor explanation. The catch is scale: screen tens of thousands of funds and roughly 5% of them will clear the usual threshold by chance alone, with no skill whatsoever - which is over a thousand funds here. So a single impressive p-value found by screening is much weaker evidence than the same p-value found for a fund you were already examining. The methodology page states the expected false-positive count.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →SIP versus lump sum
Most people invest monthly rather than all at once, and the two produce genuinely different returns from the same fund. A trailing return assumes you put everything in on day one and took it all out at the end. A SIP return assumes a fixed amount every month, so money invested recently has had little time to compound while money from years ago has had a lot. When markets rose steeply early in the period, the lump-sum figure will look far better than anything a monthly investor actually received. Both are shown here, labelled separately.
ಇದನ್ನು ಹೇಗೆ ಲೆಕ್ಕ ಹಾಕಲಾಗುತ್ತದೆ →129 ಮೆಟ್ರಿಕ್‌ಗಳಲ್ಲಿ 129
ರಿಟರ್ನ್‌ಗಳು
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್ (1Y)
- CAGR 1Y
cagr_1y - What a lump sum put in 1 years ago grew by, averaged out to a per-year figure.
- Annualised trailing return from month-end NAV to month-end NAV.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ1 years to the snapshot date
- Past return. It says nothing about future return, and it ignores risk taken.
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್ (3Y)
- CAGR 3Y
cagr_3y - What a lump sum put in 3 years ago grew by, averaged out to a per-year figure.
- Annualised trailing return from month-end NAV to month-end NAV.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 years to the snapshot date
- Past return. It says nothing about future return, and it ignores risk taken.
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್ (5Y)
- CAGR 5Y
cagr_5y - What a lump sum put in 5 years ago grew by, averaged out to a per-year figure.
- Annualised trailing return from month-end NAV to month-end NAV.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 years to the snapshot date
- Past return. It says nothing about future return, and it ignores risk taken.
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್ (10Y)
- CAGR 10Y
cagr_10y - What a lump sum put in 10 years ago grew by, averaged out to a per-year figure.
- Annualised trailing return from month-end NAV to month-end NAV.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 years to the snapshot date
- Past return. It says nothing about future return, and it ignores risk taken.
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್, ಮಾಸಿಕ SIP (1Y)
- SIP XIRR 1Y
sip_xirr_1y - What the same amount paid in every month for 1 years grew by, as a per-year figure.
- Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ1 years to the snapshot date
- Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್, ಮಾಸಿಕ SIP (3Y)
- SIP XIRR 3Y
sip_xirr_3y - What the same amount paid in every month for 3 years grew by, as a per-year figure.
- Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 years to the snapshot date
- Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್, ಮಾಸಿಕ SIP (5Y)
- SIP XIRR 5Y
sip_xirr_5y - What the same amount paid in every month for 5 years grew by, as a per-year figure.
- Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 years to the snapshot date
- Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
- ವರ್ಷಕ್ಕೆ ಹಿಂದಿನ ರಿಟರ್ನ್, ಮಾಸಿಕ SIP (10Y)
- SIP XIRR 10Y
sip_xirr_10y - What the same amount paid in every month for 10 years grew by, as a per-year figure.
- Annualised return on a fixed monthly contribution made at each month-end NAV in the window, redeemed at the window's last observation.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 years to the snapshot date
- Not the same number as trailing CAGR: it reflects the timing of monthly contributions, not a single lump sum in and out. Blank below 12 contributions or when no annualised rate prices the cash flows to zero.
- ಅದರ ಅತ್ಯಂತ ಕೆಟ್ಟ ಪೂರ್ಣ ವರ್ಷ
- ಅತ್ಯಂತ ಕೆಟ್ಟ ಕ್ಯಾಲೆಂಡರ್ ವರ್ಷ
worst_calendar_year_return - The return in the poorest January-to-December year of its life so far.
- Lowest compounded return of any complete calendar year in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಆರಂಭದಿಂದ
- Needs at least 3 complete (12-month) calendar years; the fund's first and last, almost always partial, are never counted.
- ಯಾವ ವರ್ಷ ಅತ್ಯಂತ ಕೆಟ್ಟ ಪೂರ್ಣ ವರ್ಷ
- ಅತ್ಯಂತ ಕೆಟ್ಟ ಕ್ಯಾಲೆಂಡರ್ ವರ್ಷ (ವರ್ಷ)
worst_calendar_year - The calendar year in which that poorest full-year return happened.
- Calendar year of the fund's worst complete-year return.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಆರಂಭದಿಂದ
- Needs at least 3 complete (12-month) calendar years; the fund's first and last, almost always partial, are never counted.
- ಏರಿಕೆಯಲ್ಲಿ ಮುಗಿದ ವರ್ಷಗಳ ಪಾಲು
- ಪಾಸಿಟಿವ್ ಕ್ಯಾಲೆಂಡರ್ ವರ್ಷಗಳು
positive_calendar_years_pct - Out of its full calendar years, how many finished higher than they started.
- Share of complete calendar years with a positive compounded return.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಆರಂಭದಿಂದ
- Needs at least 3 complete (12-month) calendar years; the fund's first and last, almost always partial, are never counted.
- ಇತ್ತೀಚಿನ ಓಟ, ಕಳೆದ ವರ್ಷ ಮೈನಸ್ ಕಳೆದ ತಿಂಗಳು
- ಮೊಮೆಂಟಮ್ 12-1
momentum_12_1 - How much the fund gained over the last year, ignoring the most recent month.
- Total return over the eleven months ending one month before the snapshot date.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮತಿಂಗಳುಗಳು -12 ರಿಂದ -1
- The most recent month is deliberately left out: it carries a short-term reversal that says nothing about the manager. Blank below eleven months of history.
ರೋಲಿಂಗ್ ರಿಟರ್ನ್‌ಗಳು
- ಸಾಮಾನ್ಯ 3-ವರ್ಷದ ಫಲಿತಾಂಶ, ಮಾಸಿಕ SIP
- ರೋಲಿಂಗ್ 3Y SIP XIRR ಮೀಡಿಯನ್
rolling_sip_xirr_3y_median - The middle result across every 3-year stretch in which someone paid in monthly, so the start month matters less.
- Median SIP XIRR of every overlapping 3-year contribution window in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- Overlapping windows are correlated, so this is not a sample of independent outcomes.
- ಸಾಮಾನ್ಯ 5-ವರ್ಷದ ಫಲಿತಾಂಶ, ಮಾಸಿಕ SIP
- ರೋಲಿಂಗ್ 5Y SIP XIRR ಮೀಡಿಯನ್
rolling_sip_xirr_5y_median - The middle result across every 5-year stretch in which someone paid in monthly, so the start month matters less.
- Median SIP XIRR of every overlapping 5-year contribution window in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- Overlapping windows are correlated, so this is not a sample of independent outcomes.
- ಸರಾಸರಿ 1-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 1Y ಸರಾಸರಿ
rolling_1y_mean - The per-year return averaged across every 1-year stretch in the fund's history.
- mean of every overlapping 1-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- Overlapping windows are correlated, so this is not a sample of independent outcomes.
- ಸಾಮಾನ್ಯ 1-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 1Y ಮೀಡಿಯನ್
rolling_1y_median - The middle result across every 1-year stretch, so one unusual period does not pull it around.
- median of every overlapping 1-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- Less sensitive to one exceptional market phase than the mean.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯಂತ ಕೆಟ್ಟ 1-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 1Y ಕನಿಷ್ಠ
rolling_1y_min - The lowest per-year return of any 1-year stretch the fund has lived through.
- minimum of every overlapping 1-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- The single worst window in the available history - not a floor on future outcomes.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯುತ್ತಮ 1-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 1Y ಗರಿಷ್ಠ
rolling_1y_max - The highest per-year return of any 1-year stretch the fund has lived through.
- maximum of every overlapping 1-year annualised return in the fund's history.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- The best window. Useful for range, useless as an expectation.
- ಫಲಿತಾಂಶ ಆರಂಭ ದಿನಾಂಕದ ಮೇಲೆ ಎಷ್ಟು ಅವಲಂಬಿತವಾಗಿತ್ತು
- ರೋಲಿಂಗ್ 1Y ಹರಡುವಿಕೆ
rolling_1y_std - How far apart the 1-year results were, depending on the month someone happened to start.
- dispersion of every overlapping 1-year annualised return in the fund's history.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- Standard deviation across overlapping windows; windows share months, so it understates independence.
- 1 ವರ್ಷಗಳು ಎಷ್ಟು ಬಾರಿ ಲಾಭದಲ್ಲಿ ಮುಗಿದವು
- ರೋಲಿಂಗ್ 1Y ಪಾಸಿಟಿವ್ %
rolling_1y_positive_pct - The share of 1-year stretches that finished above what was put in.
- positive % of every overlapping 1-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- Share of windows with a return above zero, not above inflation.
- ಎಷ್ಟು ಬಾರಿ ಸಮಾನ ಫಂಡ್‌ಗಳನ್ನು ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 1Y ಸಬ್-ಕ್ಯಾಟಗರಿ ಮೀರಿದ %
rolling_1y_beat_category_pct - The share of 1-year stretches in which it ended ahead of the average similar fund.
- beat sub-category % of every overlapping 1-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- Compared against the equal-weighted peer index, which is itself survivorship-affected.
- ಎಷ್ಟು ಬಾರಿ ಇಂಡೆಕ್ಸ್ ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 1Y ಬೆಂಚ್‌ಮಾರ್ಕ್ ಮೀರಿದ %
rolling_1y_beat_benchmark_pct - The share of 1-year stretches in which it ended ahead of the index it is measured against.
- beat benchmark % of every overlapping 1-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 1-ವರ್ಷದ ವಿಂಡೋಗಳು
- Only as good as the mapped benchmark series.
- ಸರಾಸರಿ 3-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 3Y ಸರಾಸರಿ
rolling_3y_mean - The per-year return averaged across every 3-year stretch in the fund's history.
- mean of every overlapping 3-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- Overlapping windows are correlated, so this is not a sample of independent outcomes.
- ಸಾಮಾನ್ಯ 3-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 3Y ಮೀಡಿಯನ್
rolling_3y_median - The middle result across every 3-year stretch, so one unusual period does not pull it around.
- median of every overlapping 3-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- Less sensitive to one exceptional market phase than the mean.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯಂತ ಕೆಟ್ಟ 3-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 3Y ಕನಿಷ್ಠ
rolling_3y_min - The lowest per-year return of any 3-year stretch the fund has lived through.
- minimum of every overlapping 3-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- The single worst window in the available history - not a floor on future outcomes.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯುತ್ತಮ 3-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 3Y ಗರಿಷ್ಠ
rolling_3y_max - The highest per-year return of any 3-year stretch the fund has lived through.
- maximum of every overlapping 3-year annualised return in the fund's history.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- The best window. Useful for range, useless as an expectation.
- ಫಲಿತಾಂಶ ಆರಂಭ ದಿನಾಂಕದ ಮೇಲೆ ಎಷ್ಟು ಅವಲಂಬಿತವಾಗಿತ್ತು
- ರೋಲಿಂಗ್ 3Y ಹರಡುವಿಕೆ
rolling_3y_std - How far apart the 3-year results were, depending on the month someone happened to start.
- dispersion of every overlapping 3-year annualised return in the fund's history.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- Standard deviation across overlapping windows; windows share months, so it understates independence.
- 3 ವರ್ಷಗಳು ಎಷ್ಟು ಬಾರಿ ಲಾಭದಲ್ಲಿ ಮುಗಿದವು
- ರೋಲಿಂಗ್ 3Y ಪಾಸಿಟಿವ್ %
rolling_3y_positive_pct - The share of 3-year stretches that finished above what was put in.
- positive % of every overlapping 3-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- Share of windows with a return above zero, not above inflation.
- ಎಷ್ಟು ಬಾರಿ ಸಮಾನ ಫಂಡ್‌ಗಳನ್ನು ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 3Y ಸಬ್-ಕ್ಯಾಟಗರಿ ಮೀರಿದ %
rolling_3y_beat_category_pct - The share of 3-year stretches in which it ended ahead of the average similar fund.
- beat sub-category % of every overlapping 3-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- Compared against the equal-weighted peer index, which is itself survivorship-affected.
- ಎಷ್ಟು ಬಾರಿ ಇಂಡೆಕ್ಸ್ ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 3Y ಬೆಂಚ್‌ಮಾರ್ಕ್ ಮೀರಿದ %
rolling_3y_beat_benchmark_pct - The share of 3-year stretches in which it ended ahead of the index it is measured against.
- beat benchmark % of every overlapping 3-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 3-ವರ್ಷದ ವಿಂಡೋಗಳು
- Only as good as the mapped benchmark series.
- ಸರಾಸರಿ 5-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 5Y ಸರಾಸರಿ
rolling_5y_mean - The per-year return averaged across every 5-year stretch in the fund's history.
- mean of every overlapping 5-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- Overlapping windows are correlated, so this is not a sample of independent outcomes.
- ಸಾಮಾನ್ಯ 5-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 5Y ಮೀಡಿಯನ್
rolling_5y_median - The middle result across every 5-year stretch, so one unusual period does not pull it around.
- median of every overlapping 5-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- Less sensitive to one exceptional market phase than the mean.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯಂತ ಕೆಟ್ಟ 5-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 5Y ಕನಿಷ್ಠ
rolling_5y_min - The lowest per-year return of any 5-year stretch the fund has lived through.
- minimum of every overlapping 5-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- The single worst window in the available history - not a floor on future outcomes.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯುತ್ತಮ 5-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 5Y ಗರಿಷ್ಠ
rolling_5y_max - The highest per-year return of any 5-year stretch the fund has lived through.
- maximum of every overlapping 5-year annualised return in the fund's history.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- The best window. Useful for range, useless as an expectation.
- ಫಲಿತಾಂಶ ಆರಂಭ ದಿನಾಂಕದ ಮೇಲೆ ಎಷ್ಟು ಅವಲಂಬಿತವಾಗಿತ್ತು
- ರೋಲಿಂಗ್ 5Y ಹರಡುವಿಕೆ
rolling_5y_std - How far apart the 5-year results were, depending on the month someone happened to start.
- dispersion of every overlapping 5-year annualised return in the fund's history.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- Standard deviation across overlapping windows; windows share months, so it understates independence.
- 5 ವರ್ಷಗಳು ಎಷ್ಟು ಬಾರಿ ಲಾಭದಲ್ಲಿ ಮುಗಿದವು
- ರೋಲಿಂಗ್ 5Y ಪಾಸಿಟಿವ್ %
rolling_5y_positive_pct - The share of 5-year stretches that finished above what was put in.
- positive % of every overlapping 5-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- Share of windows with a return above zero, not above inflation.
- ಎಷ್ಟು ಬಾರಿ ಸಮಾನ ಫಂಡ್‌ಗಳನ್ನು ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 5Y ಸಬ್-ಕ್ಯಾಟಗರಿ ಮೀರಿದ %
rolling_5y_beat_category_pct - The share of 5-year stretches in which it ended ahead of the average similar fund.
- beat sub-category % of every overlapping 5-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- Compared against the equal-weighted peer index, which is itself survivorship-affected.
- ಎಷ್ಟು ಬಾರಿ ಇಂಡೆಕ್ಸ್ ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 5Y ಬೆಂಚ್‌ಮಾರ್ಕ್ ಮೀರಿದ %
rolling_5y_beat_benchmark_pct - The share of 5-year stretches in which it ended ahead of the index it is measured against.
- beat benchmark % of every overlapping 5-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 5-ವರ್ಷದ ವಿಂಡೋಗಳು
- Only as good as the mapped benchmark series.
- ಸರಾಸರಿ 10-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 10Y ಸರಾಸರಿ
rolling_10y_mean - The per-year return averaged across every 10-year stretch in the fund's history.
- mean of every overlapping 10-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- Overlapping windows are correlated, so this is not a sample of independent outcomes.
- ಸಾಮಾನ್ಯ 10-ವರ್ಷದ ಫಲಿತಾಂಶ
- ರೋಲಿಂಗ್ 10Y ಮೀಡಿಯನ್
rolling_10y_median - The middle result across every 10-year stretch, so one unusual period does not pull it around.
- median of every overlapping 10-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- Less sensitive to one exceptional market phase than the mean.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯಂತ ಕೆಟ್ಟ 10-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 10Y ಕನಿಷ್ಠ
rolling_10y_min - The lowest per-year return of any 10-year stretch the fund has lived through.
- minimum of every overlapping 10-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- The single worst window in the available history - not a floor on future outcomes.
- ದಾಖಲೆಯಲ್ಲಿನ ಅತ್ಯುತ್ತಮ 10-ವರ್ಷದ ಅವಧಿ
- ರೋಲಿಂಗ್ 10Y ಗರಿಷ್ಠ
rolling_10y_max - The highest per-year return of any 10-year stretch the fund has lived through.
- maximum of every overlapping 10-year annualised return in the fund's history.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- The best window. Useful for range, useless as an expectation.
- ಫಲಿತಾಂಶ ಆರಂಭ ದಿನಾಂಕದ ಮೇಲೆ ಎಷ್ಟು ಅವಲಂಬಿತವಾಗಿತ್ತು
- ರೋಲಿಂಗ್ 10Y ಹರಡುವಿಕೆ
rolling_10y_std - How far apart the 10-year results were, depending on the month someone happened to start.
- dispersion of every overlapping 10-year annualised return in the fund's history.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- Standard deviation across overlapping windows; windows share months, so it understates independence.
- 10 ವರ್ಷಗಳು ಎಷ್ಟು ಬಾರಿ ಲಾಭದಲ್ಲಿ ಮುಗಿದವು
- ರೋಲಿಂಗ್ 10Y ಪಾಸಿಟಿವ್ %
rolling_10y_positive_pct - The share of 10-year stretches that finished above what was put in.
- positive % of every overlapping 10-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- Share of windows with a return above zero, not above inflation.
- ಎಷ್ಟು ಬಾರಿ ಸಮಾನ ಫಂಡ್‌ಗಳನ್ನು ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 10Y ಸಬ್-ಕ್ಯಾಟಗರಿ ಮೀರಿದ %
rolling_10y_beat_category_pct - The share of 10-year stretches in which it ended ahead of the average similar fund.
- beat sub-category % of every overlapping 10-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- Compared against the equal-weighted peer index, which is itself survivorship-affected.
- ಎಷ್ಟು ಬಾರಿ ಇಂಡೆಕ್ಸ್ ಮೀರಿಸಿತು
- ರೋಲಿಂಗ್ 10Y ಬೆಂಚ್‌ಮಾರ್ಕ್ ಮೀರಿದ %
rolling_10y_beat_benchmark_pct - The share of 10-year stretches in which it ended ahead of the index it is measured against.
- beat benchmark % of every overlapping 10-year annualised return in the fund's history.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮಎಲ್ಲಾ 10-ವರ್ಷದ ವಿಂಡೋಗಳು
- Only as good as the mapped benchmark series.
ಸಮಾನ ಫಂಡ್‌ಗಳ ವಿರುದ್ಧ
- ಸಮಾನ ಫಂಡ್‌ಗಳ ಒಳ್ಳೆಯ ತಿಂಗಳುಗಳಲ್ಲಿ ಪಡೆದ ಪಾಲು
- ಅಪ್‌ಸೈಡ್ ಕ್ಯಾಪ್ಚರ್ 3Y
upside_capture_3y - How much of the gain similar funds made in their rising months this fund made too.
- Fund's compounded return over months its sub-category peer average rose, divided by the peer average's own compounded return over those same months.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
- ಸಮಾನ ಫಂಡ್‌ಗಳ ಕೆಟ್ಟ ತಿಂಗಳುಗಳಲ್ಲಿ ಪಡೆದ ಪಾಲು
- ಡೌನ್‌ಸೈಡ್ ಕ್ಯಾಪ್ಚರ್ 3Y
downside_capture_3y - How much of the loss similar funds took in their falling months this fund took too.
- Fund's compounded return over months its sub-category peer average fell, divided by the peer average's own compounded return over those same months.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Below 1 means the fund lost less than peers when they fell, the desirable direction. Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
- ಸಮಾನ ಫಂಡ್‌ಗಳ ಒಳ್ಳೆಯ ತಿಂಗಳುಗಳಲ್ಲಿ ಪಡೆದ ಪಾಲು
- ಅಪ್‌ಸೈಡ್ ಕ್ಯಾಪ್ಚರ್ 5Y
upside_capture_5y - How much of the gain similar funds made in their rising months this fund made too.
- Fund's compounded return over months its sub-category peer average rose, divided by the peer average's own compounded return over those same months.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
- ಸಮಾನ ಫಂಡ್‌ಗಳ ಕೆಟ್ಟ ತಿಂಗಳುಗಳಲ್ಲಿ ಪಡೆದ ಪಾಲು
- ಡೌನ್‌ಸೈಡ್ ಕ್ಯಾಪ್ಚರ್ 5Y
downside_capture_5y - How much of the loss similar funds took in their falling months this fund took too.
- Fund's compounded return over months its sub-category peer average fell, divided by the peer average's own compounded return over those same months.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Below 1 means the fund lost less than peers when they fell, the desirable direction. Against the leave-one-out sub-category peer average, not a benchmark index - capture against peers and capture against a benchmark are different numbers.
- ಸಮಾನ ಫಂಡ್‌ಗಳಿಗಿಂತ ಮುಂದೆ / ಹಿಂದೆ (3Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ಮೇಲಿನ ಹೆಚ್ಚುವರಿ 3Y
fund_minus_category_3y - How far its per-year return sits above or below the average similar fund.
- Fund CAGR minus the leave-one-out average CAGR of its peer universe.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Peers are today's surviving schemes; funds that closed are not in the average.
- ಸಮಾನ-ಫಂಡ್ ಸರಾಸರಿಯ ಎಷ್ಟು ಪಟ್ಟು (3Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ವಿರುದ್ಧ ಅನುಪಾತ 3Y
fund_div_category_3y - Its per-year return expressed as a multiple of the average similar fund's.
- Fund CAGR divided by the peer average CAGR.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Undefined and shown blank when the peer average is zero or negative.
- ಸಮಾನ ಫಂಡ್‌ಗಳ ಸರಾಸರಿ ರಿಟರ್ನ್ (3Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ CAGR 3Y
category_return_3y - The per-year return of the average fund of the same type, this one left out.
- Average trailing CAGR of the peer universe, excluding this fund.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ3 ವರ್ಷಗಳು
- Equal-weighted across schemes by default, not weighted by AUM.
- ಸಮಾನ ಫಂಡ್‌ಗಳನ್ನು ಎಷ್ಟು ಸ್ಥಿರವಾಗಿ ಮೀರಿಸಿತು (3Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ವಿರುದ್ಧ ಇನ್ಫರ್ಮೇಶನ್ ರೇಶಿಯೋ 3Y
information_ratio_vs_category_3y - Whether its lead over similar funds came steadily month after month or from a few odd months.
- Measures the consistency of monthly fund outperformance versus its sub-category peer return.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- It is not benchmark Information Ratio. The app uses an equal-weighted, leave-one-out peer return by default.
- ಸಮಾನ ಫಂಡ್‌ಗಳಿಗಿಂತ ಮುಂದೆ / ಹಿಂದೆ (5Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ಮೇಲಿನ ಹೆಚ್ಚುವರಿ 5Y
fund_minus_category_5y - How far its per-year return sits above or below the average similar fund.
- Fund CAGR minus the leave-one-out average CAGR of its peer universe.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Peers are today's surviving schemes; funds that closed are not in the average.
- ಸಮಾನ-ಫಂಡ್ ಸರಾಸರಿಯ ಎಷ್ಟು ಪಟ್ಟು (5Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ವಿರುದ್ಧ ಅನುಪಾತ 5Y
fund_div_category_5y - Its per-year return expressed as a multiple of the average similar fund's.
- Fund CAGR divided by the peer average CAGR.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Undefined and shown blank when the peer average is zero or negative.
- ಸಮಾನ ಫಂಡ್‌ಗಳ ಸರಾಸರಿ ರಿಟರ್ನ್ (5Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ CAGR 5Y
category_return_5y - The per-year return of the average fund of the same type, this one left out.
- Average trailing CAGR of the peer universe, excluding this fund.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ5 ವರ್ಷಗಳು
- Equal-weighted across schemes by default, not weighted by AUM.
- ಸಮಾನ ಫಂಡ್‌ಗಳನ್ನು ಎಷ್ಟು ಸ್ಥಿರವಾಗಿ ಮೀರಿಸಿತು (5Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ವಿರುದ್ಧ ಇನ್ಫರ್ಮೇಶನ್ ರೇಶಿಯೋ 5Y
information_ratio_vs_category_5y - Whether its lead over similar funds came steadily month after month or from a few odd months.
- Measures the consistency of monthly fund outperformance versus its sub-category peer return.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- It is not benchmark Information Ratio. The app uses an equal-weighted, leave-one-out peer return by default.
- ಸಮಾನ ಫಂಡ್‌ಗಳಿಗಿಂತ ಮುಂದೆ / ಹಿಂದೆ (10Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ಮೇಲಿನ ಹೆಚ್ಚುವರಿ 10Y
fund_minus_category_10y - How far its per-year return sits above or below the average similar fund.
- Fund CAGR minus the leave-one-out average CAGR of its peer universe.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Peers are today's surviving schemes; funds that closed are not in the average.
- ಸಮಾನ-ಫಂಡ್ ಸರಾಸರಿಯ ಎಷ್ಟು ಪಟ್ಟು (10Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ವಿರುದ್ಧ ಅನುಪಾತ 10Y
fund_div_category_10y - Its per-year return expressed as a multiple of the average similar fund's.
- Fund CAGR divided by the peer average CAGR.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Undefined and shown blank when the peer average is zero or negative.
- ಸಮಾನ ಫಂಡ್‌ಗಳ ಸರಾಸರಿ ರಿಟರ್ನ್ (10Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ CAGR 10Y
category_return_10y - The per-year return of the average fund of the same type, this one left out.
- Average trailing CAGR of the peer universe, excluding this fund.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ10 ವರ್ಷಗಳು
- Equal-weighted across schemes by default, not weighted by AUM.
- ಸಮಾನ ಫಂಡ್‌ಗಳನ್ನು ಎಷ್ಟು ಸ್ಥಿರವಾಗಿ ಮೀರಿಸಿತು (10Y)
- ಸಬ್-ಕ್ಯಾಟಗರಿ ವಿರುದ್ಧ ಇನ್ಫರ್ಮೇಶನ್ ರೇಶಿಯೋ 10Y
information_ratio_vs_category_10y - Whether its lead over similar funds came steadily month after month or from a few odd months.
- Measures the consistency of monthly fund outperformance versus its sub-category peer return.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- It is not benchmark Information Ratio. The app uses an equal-weighted, leave-one-out peer return by default.
- ಸಮಾನ ಫಂಡ್‌ಗಳ ವಿರುದ್ಧ ಅಂಕ
- ಸಂಯುಕ್ತ ಅಂಕ
score - A 0-100 summary of how this fund compares with similar funds on the measures in the weight table. It compares like with like, so scores from two different groups of funds do not line up with each other.
- Weighted percentile decomposition against the fund's own peer group, 0-100. Computed by the same scoring module GET /score/{scheme_code} returns in full.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3y / 5y / 10y ಮಿಶ್ರಣ
- A description of the past against a declared weight table, never a rating or a recommendation. It is a percentile inside one peer group, so it does not compare across groups: a fund scoring 80 among 34 small-cap funds and one scoring 60 among 16 US feeders are not ranked against each other. Blank where the peer group is too thin to rank in, or where the fund answers less than half the weight table.
- ಈ ಫಂಡ್ ಅಂಕದ ಎಷ್ಟು ಭಾಗಕ್ಕೆ ಉತ್ತರಿಸಬಲ್ಲದು
- ಅಂಕದ ವ್ಯಾಪ್ತಿ
score_coverage - How much of the scoring table this fund has enough history for. A lower figure means the score rests on fewer measures.
- Share of the composite score's weight table this fund could answer; the score is renormalised over it.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಸ್ನ್ಯಾಪ್‌ಶಾಟ್ ಪ್ರಕಾರ
- A young fund answers less of the table, so its score rests on fewer measures. Below half the table no score is published at all.
ಇಂಡೆಕ್ಸ್ ವಿರುದ್ಧ
- ಅದರ ಇಂಡೆಕ್ಸ್‌ನ ರಿಟರ್ನ್ (3Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ CAGR 3Y
benchmark_return_3y - The per-year return of the index this fund is measured against.
- Trailing CAGR of the mapped benchmark over the same window as the fund.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ3 ವರ್ಷಗಳು
- Blank when no benchmark series is loaded for the fund's category.
- ಇಂಡೆಕ್ಸ್‌ಗಿಂತ ಮುಂದೆ / ಹಿಂದೆ (3Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ ಮೇಲಿನ ಹೆಚ್ಚುವರಿ 3Y
fund_minus_benchmark_3y - How far its per-year return sits above or below the index it is measured against.
- Fund CAGR minus the mapped benchmark's CAGR.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Blank when no benchmark series is loaded for the fund's category.
- ಇಂಡೆಕ್ಸ್ ಅನ್ನು ಎಷ್ಟು ಸ್ಥಿರವಾಗಿ ಮೀರಿಸಿತು (3Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ ವಿರುದ್ಧ IR 3Y
information_ratio_vs_benchmark_3y - Whether its lead over the index came steadily month after month or from a few odd months.
- Mean monthly active return over its standard deviation, annualised, against the mapped benchmark.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- A proxy benchmark is net of that index fund's costs, which flatters the fund slightly. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಅನ್ನು ಎಷ್ಟು ನಿಕಟವಾಗಿ ಅನುಸರಿಸುತ್ತದೆ (3Y)
- ಟ್ರ್ಯಾಕಿಂಗ್ ಎರರ್ 3Y
tracking_error_3y - How far its month-to-month returns drift from the index's.
- Annualised standard deviation of the fund-minus-benchmark monthly return.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- For an active fund a low value means index-hugging, not skill. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ವಿವರಿಸದ ರಿಟರ್ನ್ (3Y)
- Alpha 3Y
alpha_3y - The part of its return left over once the index's own movement is accounted for.
- Annualised intercept of the fund's excess return regressed on the benchmark's excess return.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Only meaningful against a benchmark the fund actually tracks; check R-squared and beta. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಜೊತೆ ಎಷ್ಟು ಜೋರಾಗಿ ಏರಿಳಿಯುತ್ತದೆ (3Y)
- Beta 3Y
beta_3y - Whether it moves more or less than the index when the index moves.
- Slope of the fund's excess return regressed on the benchmark's excess return: sensitivity to the benchmark.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ3 ವರ್ಷಗಳು
- Above 1 means it amplified the index, in both directions. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಎಷ್ಟು ವಿವರಿಸುತ್ತದೆ (3Y)
- R-squared 3Y
r_squared_3y - How much of its movement is simply the index moving, rather than anything particular to this fund.
- Share of the fund's excess return variance explained by that same regression.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ3 ವರ್ಷಗಳು
- A low value means alpha and beta describe this fund poorly. Blank when the mapped benchmark is in another currency.
- ಆ ಉಳಿದ ರಿಟರ್ನ್‌ನ ಹಿಂದಿನ ಪುರಾವೆಯ ಬಲ (3Y)
- Alpha t-stat 3Y
alpha_tstat_3y - How large the unexplained return is next to the noise in the same measurement.
- T-statistic of the monthly alpha estimate against zero, from the same regression's residual standard error.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ3 ವರ್ಷಗಳು
- No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
- ಈ ಮೇಲುಗೈ ಆಕಸ್ಮಿಕವಾಗಿರುವ ಸಾಧ್ಯತೆ (3Y)
- Alpha p-value 3Y
alpha_pvalue_3y - How often a fund with no real edge would show a gap this large by luck alone.
- Two-sided p-value of the alpha t-statistic against the t-distribution with n-2 degrees of freedom.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
- ಅದರ ಇಂಡೆಕ್ಸ್‌ನ ರಿಟರ್ನ್ (5Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ CAGR 5Y
benchmark_return_5y - The per-year return of the index this fund is measured against.
- Trailing CAGR of the mapped benchmark over the same window as the fund.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ5 ವರ್ಷಗಳು
- Blank when no benchmark series is loaded for the fund's category.
- ಇಂಡೆಕ್ಸ್‌ಗಿಂತ ಮುಂದೆ / ಹಿಂದೆ (5Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ ಮೇಲಿನ ಹೆಚ್ಚುವರಿ 5Y
fund_minus_benchmark_5y - How far its per-year return sits above or below the index it is measured against.
- Fund CAGR minus the mapped benchmark's CAGR.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Blank when no benchmark series is loaded for the fund's category.
- ಇಂಡೆಕ್ಸ್ ಅನ್ನು ಎಷ್ಟು ಸ್ಥಿರವಾಗಿ ಮೀರಿಸಿತು (5Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ ವಿರುದ್ಧ IR 5Y
information_ratio_vs_benchmark_5y - Whether its lead over the index came steadily month after month or from a few odd months.
- Mean monthly active return over its standard deviation, annualised, against the mapped benchmark.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- A proxy benchmark is net of that index fund's costs, which flatters the fund slightly. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಅನ್ನು ಎಷ್ಟು ನಿಕಟವಾಗಿ ಅನುಸರಿಸುತ್ತದೆ (5Y)
- ಟ್ರ್ಯಾಕಿಂಗ್ ಎರರ್ 5Y
tracking_error_5y - How far its month-to-month returns drift from the index's.
- Annualised standard deviation of the fund-minus-benchmark monthly return.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- For an active fund a low value means index-hugging, not skill. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ವಿವರಿಸದ ರಿಟರ್ನ್ (5Y)
- Alpha 5Y
alpha_5y - The part of its return left over once the index's own movement is accounted for.
- Annualised intercept of the fund's excess return regressed on the benchmark's excess return.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Only meaningful against a benchmark the fund actually tracks; check R-squared and beta. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಜೊತೆ ಎಷ್ಟು ಜೋರಾಗಿ ಏರಿಳಿಯುತ್ತದೆ (5Y)
- Beta 5Y
beta_5y - Whether it moves more or less than the index when the index moves.
- Slope of the fund's excess return regressed on the benchmark's excess return: sensitivity to the benchmark.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ5 ವರ್ಷಗಳು
- Above 1 means it amplified the index, in both directions. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಎಷ್ಟು ವಿವರಿಸುತ್ತದೆ (5Y)
- R-squared 5Y
r_squared_5y - How much of its movement is simply the index moving, rather than anything particular to this fund.
- Share of the fund's excess return variance explained by that same regression.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ5 ವರ್ಷಗಳು
- A low value means alpha and beta describe this fund poorly. Blank when the mapped benchmark is in another currency.
- ಆ ಉಳಿದ ರಿಟರ್ನ್‌ನ ಹಿಂದಿನ ಪುರಾವೆಯ ಬಲ (5Y)
- Alpha t-stat 5Y
alpha_tstat_5y - How large the unexplained return is next to the noise in the same measurement.
- T-statistic of the monthly alpha estimate against zero, from the same regression's residual standard error.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ5 ವರ್ಷಗಳು
- No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
- ಈ ಮೇಲುಗೈ ಆಕಸ್ಮಿಕವಾಗಿರುವ ಸಾಧ್ಯತೆ (5Y)
- Alpha p-value 5Y
alpha_pvalue_5y - How often a fund with no real edge would show a gap this large by luck alone.
- Two-sided p-value of the alpha t-statistic against the t-distribution with n-2 degrees of freedom.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
- ಅದರ ಇಂಡೆಕ್ಸ್‌ನ ರಿಟರ್ನ್ (10Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ CAGR 10Y
benchmark_return_10y - The per-year return of the index this fund is measured against.
- Trailing CAGR of the mapped benchmark over the same window as the fund.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ10 ವರ್ಷಗಳು
- Blank when no benchmark series is loaded for the fund's category.
- ಇಂಡೆಕ್ಸ್‌ಗಿಂತ ಮುಂದೆ / ಹಿಂದೆ (10Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ ಮೇಲಿನ ಹೆಚ್ಚುವರಿ 10Y
fund_minus_benchmark_10y - How far its per-year return sits above or below the index it is measured against.
- Fund CAGR minus the mapped benchmark's CAGR.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Blank when no benchmark series is loaded for the fund's category.
- ಇಂಡೆಕ್ಸ್ ಅನ್ನು ಎಷ್ಟು ಸ್ಥಿರವಾಗಿ ಮೀರಿಸಿತು (10Y)
- ಬೆಂಚ್‌ಮಾರ್ಕ್ ವಿರುದ್ಧ IR 10Y
information_ratio_vs_benchmark_10y - Whether its lead over the index came steadily month after month or from a few odd months.
- Mean monthly active return over its standard deviation, annualised, against the mapped benchmark.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- A proxy benchmark is net of that index fund's costs, which flatters the fund slightly. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಅನ್ನು ಎಷ್ಟು ನಿಕಟವಾಗಿ ಅನುಸರಿಸುತ್ತದೆ (10Y)
- ಟ್ರ್ಯಾಕಿಂಗ್ ಎರರ್ 10Y
tracking_error_10y - How far its month-to-month returns drift from the index's.
- Annualised standard deviation of the fund-minus-benchmark monthly return.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- For an active fund a low value means index-hugging, not skill. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ವಿವರಿಸದ ರಿಟರ್ನ್ (10Y)
- Alpha 10Y
alpha_10y - The part of its return left over once the index's own movement is accounted for.
- Annualised intercept of the fund's excess return regressed on the benchmark's excess return.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Only meaningful against a benchmark the fund actually tracks; check R-squared and beta. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಜೊತೆ ಎಷ್ಟು ಜೋರಾಗಿ ಏರಿಳಿಯುತ್ತದೆ (10Y)
- Beta 10Y
beta_10y - Whether it moves more or less than the index when the index moves.
- Slope of the fund's excess return regressed on the benchmark's excess return: sensitivity to the benchmark.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ10 ವರ್ಷಗಳು
- Above 1 means it amplified the index, in both directions. Blank when the mapped benchmark is in another currency.
- ಇಂಡೆಕ್ಸ್ ಎಷ್ಟು ವಿವರಿಸುತ್ತದೆ (10Y)
- R-squared 10Y
r_squared_10y - How much of its movement is simply the index moving, rather than anything particular to this fund.
- Share of the fund's excess return variance explained by that same regression.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ10 ವರ್ಷಗಳು
- A low value means alpha and beta describe this fund poorly. Blank when the mapped benchmark is in another currency.
- ಆ ಉಳಿದ ರಿಟರ್ನ್‌ನ ಹಿಂದಿನ ಪುರಾವೆಯ ಬಲ (10Y)
- Alpha t-stat 10Y
alpha_tstat_10y - How large the unexplained return is next to the noise in the same measurement.
- T-statistic of the monthly alpha estimate against zero, from the same regression's residual standard error.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲ10 ವರ್ಷಗಳು
- No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
- ಈ ಮೇಲುಗೈ ಆಕಸ್ಮಿಕವಾಗಿರುವ ಸಾಧ್ಯತೆ (10Y)
- Alpha p-value 10Y
alpha_pvalue_10y - How often a fund with no real edge would show a gap this large by luck alone.
- Two-sided p-value of the alpha t-statistic against the t-distribution with n-2 degrees of freedom.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- No multiple-comparisons correction is applied: screened across the full universe, roughly 5% of funds are expected to clear p < 0.05 by chance alone even with zero true skill. See the methodology page for the expected false-positive count. Blank when the mapped benchmark is in another currency.
ರಿಸ್ಕ್
- ಏರಿಳಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ಗಳಿಸಿದ ರಿಟರ್ನ್ (3Y)
- Sharpe 3Y
sharpe_3y - How much return it produced for the amount its value moved around.
- Mean monthly return above the risk-free rate over the standard deviation of monthly returns, annualised.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Penalises upside volatility as much as downside.
- ಕುಸಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ಗಳಿಸಿದ ರಿಟರ್ನ್ (3Y)
- Sortino 3Y
sortino_3y - How much return it produced for the size of its losing months alone.
- Excess return over downside deviation, annualised.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Downside deviation uses only months below the risk-free rate, so it rests on fewer observations.
- ಏರಿಳಿತ ಎಷ್ಟಿತ್ತು (3Y)
- ಏರಿಳಿತ 3Y
volatility_3y - How widely its month-to-month returns swung around their average.
- Annualised standard deviation of monthly returns.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Monthly data smooths intra-month drawdowns.
- ಕೆಟ್ಟ ತಿಂಗಳುಗಳು ಎಷ್ಟು ದೊಡ್ಡದಿದ್ದವು (3Y)
- ಡೌನ್‌ಸೈಡ್ ಡೀವಿಯೇಶನ್ 3Y
downside_deviation_3y - How far its weak months fell short, ignoring the good ones.
- Annualised standard deviation of shortfalls below the monthly risk-free rate.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Estimated from below-threshold months only.
- ಏರಿಳಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ಗಳಿಸಿದ ರಿಟರ್ನ್ (5Y)
- Sharpe 5Y
sharpe_5y - How much return it produced for the amount its value moved around.
- Mean monthly return above the risk-free rate over the standard deviation of monthly returns, annualised.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Penalises upside volatility as much as downside.
- ಕುಸಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ಗಳಿಸಿದ ರಿಟರ್ನ್ (5Y)
- Sortino 5Y
sortino_5y - How much return it produced for the size of its losing months alone.
- Excess return over downside deviation, annualised.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Downside deviation uses only months below the risk-free rate, so it rests on fewer observations.
- ಏರಿಳಿತ ಎಷ್ಟಿತ್ತು (5Y)
- ಏರಿಳಿತ 5Y
volatility_5y - How widely its month-to-month returns swung around their average.
- Annualised standard deviation of monthly returns.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Monthly data smooths intra-month drawdowns.
- ಕೆಟ್ಟ ತಿಂಗಳುಗಳು ಎಷ್ಟು ದೊಡ್ಡದಿದ್ದವು (5Y)
- ಡೌನ್‌ಸೈಡ್ ಡೀವಿಯೇಶನ್ 5Y
downside_deviation_5y - How far its weak months fell short, ignoring the good ones.
- Annualised standard deviation of shortfalls below the monthly risk-free rate.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Estimated from below-threshold months only.
- ಏರಿಳಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ಗಳಿಸಿದ ರಿಟರ್ನ್ (10Y)
- Sharpe 10Y
sharpe_10y - How much return it produced for the amount its value moved around.
- Mean monthly return above the risk-free rate over the standard deviation of monthly returns, annualised.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Penalises upside volatility as much as downside.
- ಕುಸಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ಗಳಿಸಿದ ರಿಟರ್ನ್ (10Y)
- Sortino 10Y
sortino_10y - How much return it produced for the size of its losing months alone.
- Excess return over downside deviation, annualised.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Downside deviation uses only months below the risk-free rate, so it rests on fewer observations.
- ಏರಿಳಿತ ಎಷ್ಟಿತ್ತು (10Y)
- ಏರಿಳಿತ 10Y
volatility_10y - How widely its month-to-month returns swung around their average.
- Annualised standard deviation of monthly returns.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Monthly data smooths intra-month drawdowns.
- ಕೆಟ್ಟ ತಿಂಗಳುಗಳು ಎಷ್ಟು ದೊಡ್ಡದಿದ್ದವು (10Y)
- ಡೌನ್‌ಸೈಡ್ ಡೀವಿಯೇಶನ್ 10Y
downside_deviation_10y - How far its weak months fell short, ignoring the good ones.
- Annualised standard deviation of shortfalls below the monthly risk-free rate.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Estimated from below-threshold months only.
ಡ್ರಾಡೌನ್
- ಆ ಕುಸಿತದಿಂದ ಚೇತರಿಸಲು ಹಿಡಿದ ಸಮಯ
- ಡ್ರಾಡೌನ್ ಚೇತರಿಕೆ (ದಿನಗಳು) 5Y
max_drawdown_5y_recovery_days - How long it took to get back to the level it fell from.
- Calendar days from the trough of the worst peak-to-trough fall in the last 5 years to the first daily NAV that regained the pre-fall peak.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Blank, never a large number, when the fund has not yet regained that peak.
- ಗರಿಷ್ಠ ಮಟ್ಟದಿಂದ ಅತಿ ದೊಡ್ಡ ಕುಸಿತ (3Y)
- ಗರಿಷ್ಠ ಡ್ರಾಡೌನ್ 3Y
max_drawdown_3y - The largest drop from a high point to the low that followed it, before any recovery.
- Worst peak-to-trough fall in daily NAV, carried as a negative number: -12% is a milder fall than -40%, which is why a higher value is the better one.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Measured on daily NAV. The series starts at any NAV redenomination, so the step is never counted as a fall.
- ಅತಿ ದೊಡ್ಡ ಕುಸಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ರಿಟರ್ನ್ (3Y)
- Calmar 3Y
calmar_3y - Its per-year return set against the deepest drop it went through to get there.
- Trailing CAGR divided by the absolute maximum drawdown.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ3 ವರ್ಷಗಳು
- Unstable when the drawdown is small.
- ಗರಿಷ್ಠ ಮಟ್ಟದಿಂದ ಅತಿ ದೊಡ್ಡ ಕುಸಿತ (5Y)
- ಗರಿಷ್ಠ ಡ್ರಾಡೌನ್ 5Y
max_drawdown_5y - The largest drop from a high point to the low that followed it, before any recovery.
- Worst peak-to-trough fall in daily NAV, carried as a negative number: -12% is a milder fall than -40%, which is why a higher value is the better one.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Measured on daily NAV. The series starts at any NAV redenomination, so the step is never counted as a fall.
- ಅತಿ ದೊಡ್ಡ ಕುಸಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ರಿಟರ್ನ್ (5Y)
- Calmar 5Y
calmar_5y - Its per-year return set against the deepest drop it went through to get there.
- Trailing CAGR divided by the absolute maximum drawdown.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Unstable when the drawdown is small.
- ಗರಿಷ್ಠ ಮಟ್ಟದಿಂದ ಅತಿ ದೊಡ್ಡ ಕುಸಿತ (10Y)
- ಗರಿಷ್ಠ ಡ್ರಾಡೌನ್ 10Y
max_drawdown_10y - The largest drop from a high point to the low that followed it, before any recovery.
- Worst peak-to-trough fall in daily NAV, carried as a negative number: -12% is a milder fall than -40%, which is why a higher value is the better one.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Measured on daily NAV. The series starts at any NAV redenomination, so the step is never counted as a fall.
- ಅತಿ ದೊಡ್ಡ ಕುಸಿತದ ಪ್ರತಿ ಯುನಿಟ್‌ಗೆ ರಿಟರ್ನ್ (10Y)
- Calmar 10Y
calmar_10y - Its per-year return set against the deepest drop it went through to get there.
- Trailing CAGR divided by the absolute maximum drawdown.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ10 ವರ್ಷಗಳು
- Unstable when the drawdown is small.
ಶ್ರೇಣಿ ಸ್ಥಿರತೆ
- ಅದರ ಹೂಡಿಕೆ ಶೈಲಿ ಎಷ್ಟು ಬದಲಾಗಿದೆ (3Y)
- ಸ್ಟೈಲ್ ಬದಲಾವಣೆ (3Y)
style_drift_3y - How far the kind of holdings its returns look like has moved over the last three years.
- Mean turnover between consecutive rolling 36-month style-factor fits over the last 3 years: half the sum of absolute weight changes across the basis, so a complete switch from one factor to another reads as 1 and an unchanged mix as 0.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ3 years of monthly-stepped 36-month windows
- Inferred from NAV, not from holdings - the same style-analysis basis as the exposure fit, and blank for the same reasons: too little shared history with the basis, or fewer than 2 windows in the last 3 years that clear the R-squared floor.
- ಇಂದು ಸಮಾನ ಫಂಡ್‌ಗಳಲ್ಲಿ ಶ್ರೇಣಿ ಗುಂಪು, 3-ವರ್ಷದ ರಿಟರ್ನ್ ಮೇಲೆ (1 = ಮೇಲಿನ ಕಾಲು ಭಾಗ)
- ಈಗಿನ ಕ್ವಾರ್ಟೈಲ್ (3Y)
quartile_now_3y - Which quarter of similar funds its three-year return sits in as of today.
- Quartile of the fund's trailing 3-year return inside its sub-category as of the snapshot date, 1 being the best-performing quarter of peers.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ3 years to the snapshot date
- Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it.
- ಇಂದು ಸಮಾನ ಫಂಡ್‌ಗಳಲ್ಲಿ ಶ್ರೇಣಿ ಗುಂಪು (1 = ಮೇಲಿನ ಕಾಲು ಭಾಗ)
- ಈಗಿನ ಕ್ವಾರ್ಟೈಲ್ (5Y)
quartile_now_5y - Which quarter of similar funds its five-year return sits in as of today.
- Quartile of the fund's trailing 5-year return inside its sub-category as of the snapshot date, 1 being the best-performing quarter of peers.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 years to the snapshot date
- Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it.
- ಎಷ್ಟು ಬಾರಿ ಅದೇ ಶ್ರೇಣಿ ಗುಂಪಿನಲ್ಲಿ ಉಳಿಯಿತು
- ಕ್ವಾರ್ಟೈಲ್ ಸ್ಥಿರತೆ (3Y)
quartile_persistence_3y - Over the last few years, how much of the time it sat in the rank group it is in now.
- Share of month ends in the last 5 years where the fund's trailing 3-year sub-category quartile matched the quartile it is in now.
- ಹೆಚ್ಚು ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it. Past performance chasing is the error this exists to check.
- ಅದರ ಶ್ರೇಣಿ ಗುಂಪು ಎಷ್ಟು ಬಾರಿ ಬದಲಾಯಿತು
- ಕ್ವಾರ್ಟೈಲ್ ಬದಲಾವಣೆಗಳು (3Y)
quartile_transitions_3y - The number of times it moved from one quarter of similar funds to another.
- Number of month-to-month changes in the fund's trailing 3-year sub-category quartile over the last 5 years.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮ5 ವರ್ಷಗಳು
- Ranked inside the fund's own sub-category, requiring the same minimum peer count as every other peer-relative metric; blank below it. Fewer changes means a more stable relative rank, not a better one.
ವೆಚ್ಚ ಮತ್ತು ಷರತ್ತುಗಳು
- ವಾರ್ಷಿಕ ಶುಲ್ಕ, ರಿಟರ್ನ್‌ನಿಂದ ಈಗಾಗಲೇ ಕಡಿತಗೊಂಡಿದೆ
- ಎಕ್ಸ್‌ಪೆನ್ಸ್ ರೇಶಿಯೋ
expense_ratio - The yearly charge the fund house takes; the returns shown are after it.
- Total expense ratio for this scheme's plan, as disclosed by the AMC.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮಇತ್ತೀಚಿನ ಪ್ರಕಟಣೆ
- Matched to the scheme by name, since the disclosure carries no scheme code. The source covers only part of the industry, so a blank means not published, not zero. Returns already sit net of it, so it is not a second deduction.
- ಬೇಗ ಮಾರಾಟ ಮಾಡಿದರೆ ಶುಲ್ಕ
- ಎಕ್ಸಿಟ್ ಲೋಡ್
exit_load_pct - What is deducted if the money is taken out inside the early-exit window.
- Exit load charged on redemption inside the exit load period, per the SID.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮಪ್ರಸ್ತುತ
- Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
- ಆ ಬೇಗ-ನಿರ್ಗಮನ ಶುಲ್ಕ ಎಷ್ಟು ಕಾಲ ಅನ್ವಯಿಸುತ್ತದೆ
- ಎಕ್ಸಿಟ್ ಲೋಡ್ ಅವಧಿ
exit_load_period_days - The number of days after buying during which selling incurs the charge.
- Days after purchase during which the exit load applies.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಪ್ರಸ್ತುತ
- Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
- ಹಣ ಹಿಂಪಡೆಯಲಾಗದ ಅವಧಿ
- ಲಾಕ್-ಇನ್
lock_in_days - The period after buying in which the money simply cannot be taken out.
- Mandatory lock-in period from purchase, such as for ELSS schemes.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಪ್ರಸ್ತುತ
- Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
- ಕನಿಷ್ಠ ಲಮ್‌ಸಮ್
- ಕನಿಷ್ಠ ಹೂಡಿಕೆ
min_investment - The least the fund accepts as a one-off amount.
- Minimum lump-sum investment stated in the SID.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಪ್ರಸ್ತುತ
- Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
- ಕನಿಷ್ಠ ಮಾಸಿಕ ಮೊತ್ತ
- ಕನಿಷ್ಠ SIP
min_sip - The least the fund accepts as a monthly instalment.
- Minimum monthly SIP instalment stated in the SID.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಪ್ರಸ್ತುತ
- Third-party enrichment, not AMFI. Blank when the source does not carry this scheme.
ಗಾತ್ರ
- ಈ ನಿಖರ ಪ್ಲಾನ್‌ನಲ್ಲಿರುವ ಹಣ (ತ್ರೈಮಾಸಿಕ ಸರಾಸರಿ)
- ಸ್ಕೀಮ್ AAUM (ತ್ರೈಮಾಸಿಕ ಸರಾಸರಿ, ₹ Cr)
latest_aum - How much investors hold in this one plan variant, averaged over the latest quarter.
- This is AMFI quarterly average AUM for this exact scheme variant, such as Direct Growth.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಇತ್ತೀಚಿನ ಪ್ರಕಟಿತ ತ್ರೈಮಾಸಿಕ
- It is not a current month-end AUM and does not include related Direct/Regular or Growth/IDCW variants.
- ಫಂಡ್‌ನಲ್ಲಿರುವ ಒಟ್ಟು ಹಣ, ಎಲ್ಲಾ ಪ್ಲಾನ್‌ಗಳು
- ಫಂಡ್ AUM (ಫ್ಯಾಮಿಲಿ ಒಟ್ಟು, ತ್ರೈಮಾಸಿಕ ಸರಾಸರಿ, ₹ Cr)
aum_family_latest - How much investors hold in this fund across every plan variant of it.
- Sum of latest_aum across every scheme code sharing this fund's fund_family_id (Direct/Regular, Growth/IDCW) - the figure comparable to a factsheet total.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಇತ್ತೀಚಿನ ಪ್ರಕಟಿತ ತ್ರೈಮಾಸಿಕ
- Still AMFI's SEBI-standardised quarterly average, so it will not match a month-end factsheet figure. Null where no variant in the family has a reported AUM.
- ಒಂದು ವರ್ಷದಲ್ಲಿ ಫಂಡ್ ಗಾತ್ರದ ಬದಲಾವಣೆ
- AUM ಬೆಳವಣಿಗೆ (4Q)
aum_growth_4q - How much the money held in the fund grew or shrank over the last four quarters.
- Growth in aum_family_latest over the last 4 AMFI-published quarters.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಕಳೆದ 4 ತ್ರೈಮಾಸಿಕಗಳು
- Needs 5 distinct quarterly AUM readings recorded for the fund's family; blank below that, such as for a fund newly tracked by this project.
- ಸಮಾನ ಫಂಡ್‌ಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಗಾತ್ರ
- AUM ಪರ್ಸೆಂಟೈಲ್ (ಸಬ್-ಕ್ಯಾಟಗರಿ)
aum_percentile_in_sub_category - Where its size sits in the line-up of funds of the same type.
- Percentile rank of aum_family_latest inside the fund's clean_sub_category, 1.0 being the largest fund.
- ಕಡಿಮೆ ಇದ್ದಷ್ಟು ಉತ್ತಮas of the snapshot date
- Ranked on the family total, not this scheme code's own AUM. Requires the same minimum peer count as every other peer-relative metric; blank below it.
ಫಂಡ್ ಮೂಲ ಮಾಹಿತಿ
- ಈ ಫಂಡ್ ಎಷ್ಟು ಕಾಲದಿಂದ ಇದೆ
- ಫಂಡ್ ವಯಸ್ಸು
fund_age_years - Years between its first published price and its latest one.
- Years between the first and the latest NAV published for the scheme.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಆರಂಭದಿಂದ
- AMFI publishes no launch date; the first NAV date stands in for it.
- ಪ್ರಸ್ತುತ ಮ್ಯಾನೇಜರ್ ಇದನ್ನು ನಡೆಸಿದ ವರ್ಷಗಳು
- ಮ್ಯಾನೇಜರ್ ಅವಧಿ
manager_tenure_years - How long the person deciding what the fund holds has been in that seat; the record above may predate them.
- Years since the current fund manager's stated start date, derived at query time.
- ಯಾವ ದಿಕ್ಕೂ ಉತ್ತಮವಲ್ಲಇಂದಿನಂತೆ
- Third-party enrichment, not AMFI. Blank when the source does not carry a start date.