Expense ratio of the scheme (1.11%) is lower than average expense ratio of the category (2.01%), excluding index funds and ETFs

This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same

What is Expense ratio?

3-year CAGR of 9.72% is in the bottom 25th percentile in its category - Equity: Value Oriented

This is measured by percentile rank of the scheme in its category based on 3-year CAGR. Lower rank implies that scheme was a relative outperformer in its category

What is CAGR (3Y)?

The scheme was a top-quartile (25%) performer in 4.0 out of last 12 quarters

This is measured as the number of quarters, in the last 12 quarters, that the scheme was in the top quartile (25th percentile). Higher number implies that scheme has been a consistent performer

What is Consistency (quarterly)?

The scheme has marginally underperformed its benchmark (NIFTY 500 Total Return Index) with an alpha of -0.22% in the last 3 years

This measures the risk-adjusted outperformance of the scheme with respect to the benchmark calculated based on last 3 years of performance. Higher alpha implies higher outperformance (in the last 3 years)

What is Alpha (3Y)?

Volatility of scheme returns is roughly in the range of average volatility of the category

This measures the volatility of monthly returns of the scheme (in the last 3 years) with respect to average volatility of the category. Higher number implies that scheme has been riskier that average category risk

What is Volatility (3Y)?