Tuesday, June 18, 2013
Log in
to monitor your portfolio
Home
My Portfolio
Tax
Funds
Income Investing
Learning Center
Archive
Ask
Subscribe
About Us
Log In
Free Sign Up
ICICI Pru Ultra Short Term Prem-DM
Plan:
Growth
Dividend Daily
Dividend Weekly
Dividend Fortnightly
Dividend Monthly
Dividend Quarterly
Add to My Watchlist
Plan Suspended for Sales
Snapshot
Performance
Portfolio
Analysis
Fund Details
Ultra ST
ICICI Prudential
Returns and Risk Aggregates
Rating & Risk
Modern Portfolio Stat
Volatility Measures
Fund Rating
R-Squared
0.00
Mean
8.60
Fund Risk Grade
High
Alpha
2.05
Standard Deviation
0.39
Fund Return Grade
Below Average
Beta
-0.02
Sharpe Ratio
5.10
Best and Worst Performance
Best (Period)
Worst (Period)
Month
1.21 (01/03/2013 - 02/04/2013)
0.32 (01/02/2010 - 03/03/2010)
Quarter
2.79 (15/02/2013 - 17/05/2013)
1.03 (02/12/2009 - 03/03/2010)
Year
9.38 (18/05/2012 - 20/05/2013)
4.69 (13/08/2009 - 13/08/2010)
Relative Performance (Fund Vs Category Average)
Trailing Returns
As of 17 Jun 2013
Fund Return
Category Return
NSE Treasury Bill
NSE G-Sec Composite
Year-to-Date
4.14
3.98
3.74
7.82
1-Week
0.08
0.12
0.02
-0.37
1-Month
0.44
0.60
0.40
-0.23
3-Month
2.31
2.33
1.98
4.47
1-Year
8.91
8.94
8.22
11.58
2-Year
8.87
9.19
8.17
9.56
3-Year
8.17
8.54
7.57
6.73
5-Year
--
7.60
6.91
7.07
Return less than 1-year are absolute and over 1 year are annualised
Rolling Returns
As of 17 Jun 2013
Fund Return
Category Return
NSE Treasury Bill
NSE G-Sec Composite
7-Day
0.17
0.17
0.15
0.22
14-Day
0.36
0.35
0.31
0.45
21-Day
0.55
0.53
0.46
0.71
28-Day
0.77
0.71
0.62
0.98
90-Day
2.18
2.11
2.03
2.90
180-Day
4.35
4.43
3.16
1.96
365-Day
8.85
9.30
6.55
4.97
Rolling Returns - Average of the returns computed daily for the specified period.
Defn. Note..
Annual Returns
2012
2011
2010
2009
2008
Fund Return
8.86
8.46
5.15
--
--
Rank In Category
132/163
133/166
101/145
--
--
Category Average
9.40
8.93
5.30
5.13
8.96
NSE Treasury Bill
8.52
7.33
4.47
6.08
7.73
NSE G-Sec Composite
8.76
2.89
2.55
-6.40
20.78
Quarterly Returns
Q1
Q2
Q3
Q4
2013
2.11
--
--
--
2012
1.89
2.51
2.21
1.96
2011
1.95
2.08
2.10
2.08
2010
1.08
1.23
1.32
1.42
2009
--
--
--
1.14