Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Kotak Debt Hybrid Fund 1
15.22% 10.30% 11.52% 9.37% 10.21% 16.70% 11.80% 12.95% 10.78% 11.54% 4.34% -3.06% -3.81% 2.10% 1.18 0.33 0.67
Uti Regular Savings Fund 2
12.65% 9.68% 8.49% 7.74% 9.00% 13.34% 10.33% 9.15% 8.42% 9.70% 4.22% -3.15% -3.51% 1.09% 0.96 0.23 0.44
Nippon India Hybrid Bond… 3
8.78% 8.05% 4.21% 4.32% 6.57% 9.55% 8.81% 4.93% 5.10% 7.41% 2.14% -1.02% -0.69% 3.53% 0.60 0.14 0.30
Franklin India Debt Hybr… 4
13.65% 7.87% 8.14% 7.15% 8.49% 14.48% 8.71% 8.99% 7.97% 9.34% 3.41% -2.55% -3.25% 1.06% 0.91 0.04 0.08
Sundaram Debt Oriented H… 5
8.95% 8.54% 6.94% 6.05% 8.21% 9.99% 9.55% 7.87% 7.09% 9.12% 4.92% -2.57% -2.97% 0.71% 1.13 0.17 0.27
Dsp Regular Savings Fund 6
13.10% 7.73% 8.17% 6.07% 7.69% 13.80% 8.63% 9.43% 7.33% 8.80% 3.50% -3.05% -3.91% 1.32% 0.87 0.03 0.07
Aditya Birla Sun Life Re… 7
10.44% 8.48% 8.99% 7.13% 9.70% 11.47% 9.48% 9.96% 8.13% 10.74% 3.46% -3.29% -2.66% 1.88% 0.88 0.11 0.24
Hsbc Regular Savings Fund 8
13.45% 7.97% 8.64% 6.96% 8.13% 14.38% 9.20% 10.13% 8.17% 9.16% 4.09% -4.33% -4.78% -0.92% 1.18 0.02 0.03
Canara Robeco Conservati… 9
10.40% 7.28% 9.37% 7.93% 8.56% 11.71% 8.59% 10.66% 9.17% 9.79% 3.26% -2.55% -2.43% 0.68% 0.91 0.00 -0.02
Navi Regular Savings Fund 10
9.22% 6.01% 5.87% 5.40% 6.65% 11.10% 7.81% 7.58% 7.16% 8.42% 2.75% -1.91% -2.54% -0.03% 0.79 -0.19 -0.55
Hdfc Hybrid Debt Fund 11
15.14% 10.84% 10.66% 8.54% 9.82% 15.74% 11.38% 11.16% 9.07% 10.36% % % % %
Axis Regular Saver Fund 12
7.94% 6.12% 6.90% 6.61% 7.72% 9.40% 7.53% 8.19% 7.86% 9.09% 3.89% -4.55% -4.23% -1.26% 0.88 -0.09 -0.24
Sbi Conservative Hybrid … 13
13.37% 10.36% 10.93% 8.62% 9.82% 13.94% 10.95% 11.55% 9.33% 10.63% % % % %
Icici Prudential Regular… 14
13.65% 9.37% 9.68% 8.95% 10.30% 14.54% 10.25% 10.53% 9.79% 11.15% % % % %
Lic Mf Debt Hybrid Fund 15
6.98% 5.53% 6.65% 5.96% 6.57% 8.02% 6.48% 7.61% 6.90% 7.48% 3.52% -3.11% -4.24% -1.06% 0.87 -0.20 -0.57
Baroda Bnp Paribas Conse… 16
12.06% % % % % 13.88% % % % % % % % %
Idfc Regular Savings Fund 17
9.39% 5.57% 6.50% 5.74% 7.60% 10.39% 6.56% 7.48% 6.71% 8.59% % % % %

Return Calculated On: 08 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Regular Savings Fund 13252.8 12633.5 45961.2 40804.63 92292.0 76121.82 136046.4 113372.53 302868.0 183377.76 728496.0 373087.08
Baroda BNP Paribas Conservative Hybrid Fund 13447.2 12756.55
Canara Robeco Conservative Hybrid Fund 13248.0 12645.68 44445.6 40501.58 93888.0 74282.82 143304.0 113702.48 272868.0 181572.36 651744.0 350843.76
DSP Regular Savings Fund 13572.0 12788.18 45007.2 41308.88 88860.0 74781.42 126924.0 110010.18 251784.0 171836.88 595296.0 325035.36
Navi Regular Savings Fund 13106.4 12567.83 42883.2 39825.25 79800.0 70266.12 121354.8 103616.27 228396.0 161308.44
Franklin India Debt Hybrid Fund 13638.0 12835.31 45190.8 41527.73 88740.0 74867.34 136214.4 111915.13 271068.0 178813.2 629820.0 344853.54
HDFC Hybrid Debt Fund 13816.8 12923.08 49028.4 42911.68 99576.0 80419.02 149074.8 121577.99 306084.0 195480.96 781218.0 385052.4
HSBC Regular Savings Fund 13614.0 12911.58 45309.6 41545.4 90786.0 74917.44 134492.4 112232.48 262236.0 176938.92 629118.0 338365.44
ICICI Prudential Regular Savings Fund 13638.0 12833.32 47095.2 41899.39 95244.0 77036.64 153031.2 117743.72 319884.0 193849.2 765180.0 391441.86
IDFC Regular Savings Fund 13126.8 12605.32 42361.2 39782.48 82188.0 70448.58 124177.2 104676.35 249732.0 165328.68
Kotak Debt Hybrid Fund 13826.4 12926.15 48304.8 42563.45 103500.0 80006.1 157231.2 122919.38 317160.0 200223.48
LIC Mf Debt Hybrid Fund 12837.6 12432.25 42307.2 39105.04 82800.0 69609.78 125932.8 104206.12 226812.0 162942.24 479016.0 294804.54
Parag Parikh Conservative Hybrid Fund 13917.6 13074.53
Nippon India Hybrid Bond Fund 13053.6 12560.78 45410.4 40803.23 73728.0 71899.92 112921.2 102289.32 226680.0 156595.32 544410.0 294980.94
SBI Conservative Hybrid Fund 13604.4 12796.69 48387.6 42176.92 100776.0 79329.6 149822.4 120618.96 306228.0 194662.2 677196.0 378372.06
Sundaram Debt Oriented Hybrid Fund 13074.0 12561.65 46033.2 40518.94 83910.0 73992.18 126747.6 108606.88 264108.0 170936.76
UTI Regular Savings Fund 13518.0 12775.86 47502.0 41573.38 90162.0 77067.0 141565.2 114749.38 284208.0 183385.2 677304.0 358385.04
Axis Regular Saver Fund 12952.8 12470.82 43023.6 39460.39 83742.0 71954.1 131460.0 107139.82 252432.0 168559.92

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Regular Savings Fund 13376.4 12697.63 47242.8 41417.89 96432.0 78040.98 145152.0 117322.63 332784.0 193353.48
Baroda BNP Paribas Conservative Hybrid Fund 13665.6 12868.18
Canara Robeco Conservative Hybrid Fund 13405.2 12726.88 46101.6 41278.54 99582.0 76761.0 155206.8 119013.38 305304.0 193880.04
DSP Regular Savings Fund 13656.0 12831.58 46144.8 41756.65 94152.0 76693.68 137793.6 114590.87 278856.0 182481.6
Navi Regular Savings Fund 13332.0 12686.26 45111.6 40899.89 86472.0 73493.34 136290.0 110344.67 269280.0 176959.44
Franklin India Debt Hybrid Fund 13737.6 12885.73 46256.4 42036.34 92268.0 76449.18 143682.0 115253.96 293004.0 186783.24
HDFC Hybrid Debt Fund 13888.8 12960.47 49734.0 43253.57 101844.0 81468.3 154274.4 123810.79 321648.0 200972.28
HSBC Regular Savings Fund 13725.6 12969.06 46882.8 42197.76 97212.0 77372.52 145538.4 117553.55 288216.0 188170.92
ICICI Prudential Regular Savings Fund 13744.8 12888.25 48240.0 42423.05 98976.0 78717.18 161548.8 121340.94 345240.0 202695.36
IDFC Regular Savings Fund 13246.8 12667.43 43560.0 40365.0 86076.0 72212.28 132308.4 108370.0 273504.0 173928.84
Kotak Debt Hybrid Fund 14004.0 13016.92 50299.2 43479.32 110280.0 82961.1 172023.6 129300.02 357576.0 215427.84
LIC Mf Debt Hybrid Fund 12962.4 12499.2 43466.4 39680.24 86586.0 71315.04 133963.2 107824.75 246852.0 171156.36
Parag Parikh Conservative Hybrid Fund 13958.4 13096.14
Nippon India Hybrid Bond Fund 13146.0 12602.77 46375.2 41273.68 76308.0 73238.64 118986.0 104993.7 245352.0 163042.8
SBI Conservative Hybrid Fund 13672.8 12831.84 49161.6 42524.46 103620.0 80515.92 156828.0 123340.73 329556.0 202130.52
Sundaram Debt Oriented Hybrid Fund 13198.8 12629.76 47329.2 41127.26 87624.0 75820.8 135685.2 112454.33 287292.0 179776.56
UTI Regular Savings Fund 13600.8 12819.62 48348.0 41972.98 92976.0 78346.38 147949.2 117480.89 302784.0 190039.32
Axis Regular Saver Fund 13128.0 12563.26 44766.0 40305.38 88944.0 74494.08 142707.6 112252.73 286332.0 180519.24

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life Regular Savings Fund

-2.66 -3.29 -1.31 3.46 2.42

Baroda Bnp Paribas Conservative Hybrid Fund

Canara Robeco Conservative Hybrid Fund

-2.43 -2.55 -1.17 3.26 2.33

Dsp Regular Savings Fund

-3.91 -3.05 -1.15 3.50 2.59

Navi Regular Savings Fund

-2.54 -1.91 -0.71 2.75 2.00

Franklin India Debt Hybrid Fund

-3.25 -2.55 -1.09 3.41 2.40

Hdfc Hybrid Debt Fund

Hsbc Regular Savings Fund

-4.78 -4.33 -1.48 4.09 2.95

Icici Prudential Regular Savings Fund

Idfc Regular Savings Fund

Kotak Debt Hybrid Fund

-3.81 -3.06 -1.12 4.34 3.09

Lic Mf Debt Hybrid Fund

-4.24 -3.11 -1.01 3.52 2.41

Parag Parikh Conservative Hybrid Fund

Nippon India Hybrid Bond Fund

-0.69 -1.02 -0.42 2.14 1.44

Sbi Conservative Hybrid Fund

Sundaram Debt Oriented Hybrid Fund

-2.97 -2.57 -1.20 4.92 2.65

Uti Regular Savings Fund

-3.51 -3.15 -1.08 4.22 2.77

Axis Regular Saver Fund

-4.23 -4.55 -1.85 3.89 2.71

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life Regular Savings Fund

0.24
0.11
0.63
0.45
1.88
0.88
0.72
0.68
0.7982

Baroda Bnp Paribas Conservative Hybrid Fund

Canara Robeco Conservative Hybrid Fund

-0.02
0.00
0.60
0.40
0.68
0.91
0.80
0.61
0.0213

Dsp Regular Savings Fund

0.07
0.03
0.60
0.36
1.32
0.87
0.59
0.63
1.1070

Navi Regular Savings Fund

-0.55
-0.19
0.50
0.35
-0.03
0.79
0.68
0.46
-1.3674

Franklin India Debt Hybrid Fund

0.08
0.04
0.63
0.38
1.06
0.91
0.73
0.63
0.3336

Hdfc Hybrid Debt Fund

Hsbc Regular Savings Fund

0.03
0.02
0.54
0.42
-0.92
1.18
0.89
0.62
0.7099

Icici Prudential Regular Savings Fund

Idfc Regular Savings Fund

Kotak Debt Hybrid Fund

0.67
0.33
0.82
0.38
2.10
1.18
0.68
0.80
2.6131

Lic Mf Debt Hybrid Fund

-0.57
-0.20
0.41
0.38
-1.06
0.87
0.71
0.46
-1.9815

Parag Parikh Conservative Hybrid Fund

Nippon India Hybrid Bond Fund

0.30
0.14
0.75
0.42
3.53
0.60
0.70
0.69
1.6448

Sbi Conservative Hybrid Fund

Sundaram Debt Oriented Hybrid Fund

0.27
0.17
0.72
0.48
0.71
1.13
0.40
0.69
2.1037

Uti Regular Savings Fund

0.44
0.23
0.73
0.41
1.09
0.96
0.70
0.76
1.0464

Axis Regular Saver Fund

-0.24
-0.09
0.45
0.42
-1.26
0.88
0.87
0.54
-2.5167

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
0.05%
-0.22%
0.47%
2.35%
5.89%
10.44%
8.48%
8.99%
7.13%
9.70%
9.77%
Baroda BNP Paribas Conservative Hybrid Fund
0.06%
-0.39%
0.21%
2.09%
7.02%
12.06%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
0.08%
-0.16%
0.47%
1.82%
6.10%
10.40%
7.28%
9.37%
7.93%
8.56%
8.96%
DSP Regular Savings Fund
-0.07%
-0.27%
0.33%
2.62%
6.93%
13.10%
7.73%
8.17%
6.07%
7.69%
8.30%
Navi Regular Savings Fund
0.05%
-0.11%
0.18%
1.22%
5.32%
9.22%
6.01%
5.87%
5.40%
6.65%
%
Franklin India Debt Hybrid Fund
0.15%
-0.21%
0.37%
2.62%
7.69%
13.65%
7.87%
8.14%
7.15%
8.49%
8.71%
HDFC Hybrid Debt Fund
0.17%
-0.27%
0.44%
1.88%
8.84%
15.14%
10.84%
10.66%
8.54%
9.82%
10.28%
HSBC Regular Savings Fund
0.16%
-0.35%
0.87%
3.44%
8.47%
13.45%
7.97%
8.64%
6.96%
8.13%
8.70%
ICICI Prudential Regular Savings Fund
0.00%
-0.18%
0.22%
2.66%
7.42%
13.65%
9.37%
9.68%
8.95%
10.30%
10.13%
IDFC Regular Savings Fund
0.06%
-0.11%
0.35%
1.67%
5.92%
9.39%
5.57%
6.50%
5.74%
7.60%
%
Kotak Debt Hybrid Fund
0.22%
-0.35%
0.42%
0.93%
9.23%
15.22%
10.30%
11.52%
9.37%
10.21%
%
LIC Mf Debt Hybrid Fund
-0.12%
0.06%
0.24%
1.20%
4.45%
6.98%
5.53%
6.65%
5.96%
6.57%
6.74%
Parag Parikh Conservative Hybrid Fund
0.28%
-0.07%
0.74%
2.50%
9.40%
15.98%
%
%
%
%
%
Nippon India Hybrid Bond Fund
0.01%
-0.08%
0.29%
1.98%
4.99%
8.78%
8.05%
4.21%
4.32%
6.57%
7.66%
SBI Conservative Hybrid Fund
0.03%
-0.21%
0.78%
2.19%
7.01%
13.37%
10.36%
10.93%
8.62%
9.82%
9.24%
Sundaram Debt Oriented Hybrid Fund
0.04%
-0.20%
0.08%
1.35%
5.60%
8.95%
8.54%
6.94%
6.05%
8.21%
%
UTI Regular Savings Fund
0.06%
-0.09%
0.46%
2.04%
7.19%
12.65%
9.68%
8.49%
7.74%
9.00%
9.24%
Axis Regular Saver Fund
-0.05%
0.09%
-0.18%
1.38%
4.62%
7.94%
6.12%
6.90%
6.61%
7.72%
%

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
0.05%
-0.21%
0.55%
2.58%
6.37%
11.47%
9.48%
9.96%
8.13%
10.74%
%
Baroda BNP Paribas Conservative Hybrid Fund
0.06%
-0.37%
0.34%
2.47%
7.83%
13.88%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
0.08%
-0.14%
0.57%
2.11%
6.71%
11.71%
8.59%
10.66%
9.17%
9.79%
%
DSP Regular Savings Fund
-0.06%
-0.26%
0.37%
2.76%
7.26%
13.80%
8.63%
9.43%
7.33%
8.80%
%
Navi Regular Savings Fund
0.06%
-0.09%
0.33%
1.64%
6.22%
11.10%
7.81%
7.58%
7.16%
8.42%
%
Franklin India Debt Hybrid Fund
0.15%
-0.20%
0.42%
2.79%
8.07%
14.48%
8.71%
8.99%
7.97%
9.34%
%
HDFC Hybrid Debt Fund
0.17%
-0.26%
0.48%
2.02%
9.13%
15.74%
11.38%
11.16%
9.07%
10.36%
%
HSBC Regular Savings Fund
0.16%
-0.34%
0.94%
3.64%
8.91%
14.38%
9.20%
10.13%
8.17%
9.16%
%
ICICI Prudential Regular Savings Fund
0.00%
-0.17%
0.28%
2.86%
7.83%
14.54%
10.25%
10.53%
9.79%
11.15%
%
IDFC Regular Savings Fund
0.06%
-0.10%
0.42%
1.88%
6.39%
10.39%
6.56%
7.48%
6.71%
8.59%
%
Kotak Debt Hybrid Fund
0.22%
-0.33%
0.52%
1.23%
9.92%
16.70%
11.80%
12.95%
10.78%
11.54%
%
LIC Mf Debt Hybrid Fund
-0.12%
0.08%
0.33%
1.45%
4.97%
8.02%
6.48%
7.61%
6.90%
7.48%
%
Parag Parikh Conservative Hybrid Fund
0.28%
-0.06%
0.76%
2.58%
9.56%
16.32%
%
%
%
%
%
Nippon India Hybrid Bond Fund
0.01%
-0.07%
0.31%
2.07%
5.29%
9.55%
8.81%
4.93%
5.10%
7.41%
%
SBI Conservative Hybrid Fund
0.03%
-0.20%
0.82%
2.31%
7.27%
13.94%
10.95%
11.55%
9.33%
10.63%
%
Sundaram Debt Oriented Hybrid Fund
0.04%
-0.18%
0.18%
1.63%
6.13%
9.99%
9.55%
7.87%
7.09%
9.12%
%
UTI Regular Savings Fund
0.06%
-0.08%
0.52%
2.21%
7.53%
13.34%
10.33%
9.15%
8.42%
9.70%
%
Axis Regular Saver Fund
-0.04%
0.11%
-0.07%
1.71%
5.33%
9.40%
7.53%
8.19%
7.86%
9.09%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
9.92%
8.30%
9.45%
8.43%
8.22%
9.12%
Baroda BNP Paribas Conservative Hybrid Fund
11.87%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
10.11%
7.80%
8.47%
8.51%
8.03%
8.38%
DSP Regular Savings Fund
12.38%
9.14%
8.74%
7.58%
6.98%
7.46%
Navi Regular Savings Fund
8.87%
6.67%
6.25%
5.90%
5.77%
%
Franklin India Debt Hybrid Fund
13.13%
9.50%
8.79%
8.06%
7.74%
8.18%
HDFC Hybrid Debt Fund
14.54%
11.74%
11.66%
10.38%
9.43%
9.49%
HSBC Regular Savings Fund
14.36%
9.53%
8.81%
8.14%
7.54%
7.95%
ICICI Prudential Regular Savings Fund
13.10%
10.10%
9.93%
9.49%
9.27%
9.69%
IDFC Regular Savings Fund
9.47%
6.59%
6.36%
6.19%
6.24%
%
Kotak Debt Hybrid Fund
14.59%
11.18%
11.45%
10.69%
9.88%
%
LIC Mf Debt Hybrid Fund
6.74%
5.45%
5.88%
6.06%
5.96%
6.27%
Parag Parikh Conservative Hybrid Fund
16.98%
%
%
%
%
%
Nippon India Hybrid Bond Fund
8.76%
8.30%
7.17%
5.54%
5.20%
6.28%
SBI Conservative Hybrid Fund
12.52%
10.56%
11.11%
10.16%
9.35%
9.29%
Sundaram Debt Oriented Hybrid Fund
8.78%
7.83%
8.32%
7.22%
6.88%
%
UTI Regular Savings Fund
12.18%
9.57%
9.95%
8.76%
8.22%
8.64%
Axis Regular Saver Fund
7.34%
6.05%
7.20%
6.84%
6.61%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
10.94%
9.32%
10.45%
9.39%
9.22%
%
Baroda BNP Paribas Conservative Hybrid Fund
13.66%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
11.40%
9.09%
9.79%
9.79%
9.27%
%
DSP Regular Savings Fund
13.07%
9.87%
9.75%
8.73%
8.12%
%
Navi Regular Savings Fund
10.75%
8.46%
8.04%
7.67%
7.54%
%
Franklin India Debt Hybrid Fund
13.94%
10.33%
9.62%
8.89%
8.57%
%
HDFC Hybrid Debt Fund
15.14%
12.29%
12.18%
10.89%
9.95%
%
HSBC Regular Savings Fund
15.28%
10.59%
10.11%
9.44%
8.71%
%
ICICI Prudential Regular Savings Fund
13.98%
10.95%
10.80%
10.33%
10.11%
%
IDFC Regular Savings Fund
10.45%
7.57%
7.34%
7.16%
7.21%
%
Kotak Debt Hybrid Fund
16.05%
12.65%
12.92%
12.11%
11.26%
%
LIC Mf Debt Hybrid Fund
7.79%
6.42%
6.84%
7.02%
6.90%
%
Parag Parikh Conservative Hybrid Fund
17.33%
%
%
%
%
%
Nippon India Hybrid Bond Fund
9.43%
9.08%
7.91%
6.27%
5.97%
%
SBI Conservative Hybrid Fund
13.08%
11.12%
11.71%
10.79%
10.06%
%
Sundaram Debt Oriented Hybrid Fund
9.86%
8.84%
9.29%
8.20%
7.84%
%
UTI Regular Savings Fund
12.88%
10.22%
10.61%
9.42%
8.89%
%
Axis Regular Saver Fund
8.80%
7.47%
8.59%
8.15%
7.92%
%