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| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.03% | -4.02% | -1.16% | -2.58% | -6.11% | -2.01% | 5.23% | 6.37% | 4.52% | 8.73% | 9.04% |
| Category returns | -3.55% | -4.38% | -1.23% | -2.11% | -3.78% | -0.86% | 9.13% | 10.87% | 7.97% | 10.68% | N/A |
| Absolute returns | -4.03% | -4.02% | -1.16% | -2.58% | -6.11% | -3.98% | 16.54% | 28.06% | 24.77% | 130.94% | 2436.4% |
| Rank within category | 11/18 | 8/18 | 8/18 | 10/18 | 15/18 | 12/18 | 16/16 | 15/15 | 13/14 | 6/6 | N/A |
| Solution Oriented - Retirement Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 0.08% | 27.58% | 1.16% | 11.12% | 7.25% | 25.7% | 0.29% | 16.65% | 11.77% | 2.6% | -4.19% |
| Q1 returns | -2.74% | 10.41% | -4.39% | 1.56% | -24.26% | 3.34% | 0.48% | -3.92% | 0.64% | -2.25% | -11.08% |
| Q2 returns | 4.39% | 4.3% | 2.49% | 3.05% | 10.25% | 8.45% | -9.7% | 9.21% | 9.16% | 9.1% | 11.91% |
| Q3 returns | 5.14% | 2.14% | -1.24% | 1.57% | 7.73% | 11.58% | 10.06% | 3.77% | 6.84% | -5.11% | -1.58% |
| Q4 returns | -6.25% | 8.47% | 4.54% | 4.54% | 19.23% | 0.52% | 0.42% | 7.12% | -4.77% | 1.38% | -2.18% |
| Alpha | -0.168136 |
| Beta | 1.0971 |
| Sharpe Ratio | 0.0127959 |
| Sortino Ratio | 0.023839 |
| R-Squared | 0.8921 |
| Tracking Error | 1.0233 |
| Downside Risk | 16.102 |
| Std. Deviation (Annualised) | 10.5673 |
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | -4.53% | -5.4% | -2.91% | -0.72% | -0.89% | 16.5% | 15.53% | N/A | 17.04% | 2,105.95 | 2.15 | 0.23 | Very High |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Growth | -4.88% | -5.15% | -2.32% | -2.03% | -1.04% | 14.3% | 11.81% | N/A | 13.61% | 1,267.94 | 2.50 | 0.21 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | -3.41% | -3.08% | 5.07% | 6.83% | 6.85% | 13.67% | 9.65% | N/A | 10.76% | 465.36 | 2.64 | 0.17 | Very High |
| Union Retirement Fund - Regular Plan - Growth | -4.22% | -5.21% | -1.69% | -1.14% | -2.19% | 10.01% | N/A | N/A | 11.63% | 206.52 | 2.69 | 0.12 | Very High |
| Tata Retirement Savings Fund Progressive Plan - Growth | -4.48% | -4.9% | 1.25% | 1.32% | -1.67% | 9.64% | 7.15% | 11.41% | 13.32% | 2,104.38 | 2.21 | 0.10 | Very High |
| Tata Retirement Savings Fund Moderate Plan - Growth | -3.94% | -4.18% | 1.29% | 1.33% | -1.22% | 9.29% | 7.31% | 10.66% | 13.27% | 2,115.04 | 2.18 | 0.10 | Very High |
| Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth | -2.99% | -3.93% | -0.95% | -3.14% | -5.91% | 9.29% | 5.28% | N/A | 9.67% | 268.84 | 2.57 | 0.09 | Very High |
| Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth | -2.37% | -4.02% | -1.61% | -3.81% | -5.86% | 8.6% | 4.39% | N/A | 8.69% | 665.98 | 2.50 | 0.08 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth | -3.3% | -3.65% | -2.16% | -2.86% | -4.44% | 8.38% | 6.63% | N/A | 8.41% | 109.90 | 2.42 | 0.08 | Very High |
| LIC MF Unit Linked Insurance Scheme Current | -4.03% | -4.02% | -1.16% | -2.58% | -6.11% | 5.23% | 4.52% | 8.73% | 9.04% | 424.41 | 2.81 | 0.01 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% | ||
Senior Equity Research Analyst - LIC Mutual Fund Asset Management Ltd. (15th December 2020 onwards)Equity Research Analyst - Subhkam Ventures Pvt. Limited. (November 2012 - December 2020)Equity Research Analyst - SBI Capital Securities (July 2011 - October 2012) Equity Research Analyst - Alchemy Shares and Stock Brokers (June 2009 - July 2011)
Mr. Pratik Harish Shroff has over 18 years of experience in the Banking and Financial Services Industry.
Mr. Bendre has over 12 years of experience in the Financial Services Industry.
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