L&T Equity-G    Plan:
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 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating    R-Squared 0.96    Mean 6.00
 Fund Risk Grade Below Average    Alpha 0.31    Standard Deviation 16.25
 Fund Return Grade Above Average    Beta 0.83    Sharpe Ratio 0.01

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   29.93  (11/05/2009  -  10/06/2009) -30.04  (24/09/2008  -  24/10/2008)
Quarter   71.84  (09/03/2009  -  10/06/2009) -36.39  (02/09/2008  -  02/12/2008)
Year   113.49  (09/03/2009  -  11/03/2010) -51.75  (14/01/2008  -  13/01/2009)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 23 May 2013  Fund Return  Category Return   S&P BSE Sensex   CNX Nifty
Year-to-Date -1.83 -2.73 1.27 1.05
1-Week -2.58 -3.43 -2.83 -3.29
1-Month 2.88 1.41 2.58 2.23
3-Month 1.27 0.02 1.85 2.00
1-Year 18.32 19.89 23.36 23.40
2-Year 4.11 4.39 4.56 5.24
3-Year 6.48 5.56 6.14 6.54
5-Year 8.15 5.01 3.39 3.82
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   25.98 -20.96 26.91 86.14 -50.33
Rank In Category   61/73 20/69 2/65 22/61 19/59
Category Average   31.06 -23.72 17.42 79.61 -52.18
S&P BSE Sensex    25.70  -24.64  17.43  81.03  -52.45
CNX Nifty     27.70  -24.62  17.95  75.76  -51.79
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 -6.67 -- -- --
2012 13.68 -1.41 8.29 3.80
2011 -4.08 -1.94 -8.63 -8.03
2010 3.15 7.65 13.34 0.84
2009 1.33 44.00 19.70 6.57
2008 -25.36 -13.34 -2.08 -21.58
2007 -1.23 17.35 11.89 19.78
2006 23.54 -15.41 21.54 13.49
2005 -- -- 22.72 7.59
 
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