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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Hdfc Taxsaver |
1 | | 9.44% | 20.92% | 20.01% | 13.42% | 11.97% | 10.11% | 21.66% | 20.73% | 14.12% | 12.66% | 12.45% | -8.34% | -14.39% | 8.18% | 0.87 | 0.54 | 1.01 |
Sbi Long Term Equity Fund |
2 | | 9.07% | 22.86% | 22.23% | 15.87% | 13.28% | 9.80% | 23.69% | 23.03% | 16.63% | 14.01% | 14.43% | -10.32% | -14.86% | 8.57% | 0.99 | 0.53 | 1.01 |
Parag Parikh Elss Tax Saver Fund |
3 | | 10.36% | 16.48% | 21.57% | % | % | 11.58% | 17.87% | 23.05% | % | % | 10.24% | -7.74% | -15.12% | 7.17% | 0.66 | 0.45 | 0.89 |
Quantum Elss Tax Saver Fund |
4 | | 9.83% | 16.63% | 17.75% | 12.20% | % | 11.04% | 17.58% | 18.55% | 12.86% | 12.29% | 12.28% | -8.15% | -14.28% | 4.77% | 0.85 | 0.40 | 0.74 |
Motilal Oswal Elss Tax Saver Fund |
5 | | 9.22% | 19.30% | 17.62% | 13.85% | 15.49% | 10.53% | 20.75% | 19.11% | 15.29% | 17.00% | 17.23% | -16.20% | -21.42% | 6.09% | 1.04 | 0.34 | 0.74 |
Dsp Elss Tax Saver Fund |
6 | | 10.32% | 16.64% | 19.03% | 15.59% | 14.60% | 11.32% | 17.73% | 20.15% | 16.69% | 15.67% | 14.01% | -11.73% | -16.97% | 2.86% | 0.97 | 0.34 | 0.63 |
Hsbc Tax Saver Equity Fund |
7 | | 10.20% | 14.60% | 15.90% | 12.13% | 11.70% | 11.16% | 15.80% | 17.22% | 13.34% | 12.79% | 14.28% | -13.85% | -18.25% | 1.98% | 0.94 | 0.27 | 0.53 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Smallcap Fund |
1 | | 9.88% | 21.95% | 24.01% | % | % | 11.39% | 23.74% | 25.89% | % | % | 15.92% | -13.80% | -21.04% | 8.01% | 0.76 | 0.44 | 0.89 |
Iti Small Cap Fund |
2 | | 4.81% | 21.28% | 19.46% | % | % | 6.55% | 23.48% | 21.83% | % | % | 16.32% | -16.45% | -23.19% | 7.00% | 0.79 | 0.39 | 0.83 |
Axis Small Cap Fund |
3 | | 4.31% | 16.35% | 21.25% | 18.80% | 16.95% | 5.44% | 17.75% | 22.94% | 20.39% | 18.44% | 13.43% | -10.34% | -18.76% | 4.69% | 0.66 | 0.34 | 0.69 |
Edelweiss Small Cap Fund |
4 | | 4.14% | 18.21% | 25.36% | % | % | 5.67% | 20.07% | 27.35% | % | % | 15.73% | -12.42% | -21.41% | 4.59% | 0.78 | 0.38 | 0.71 |
Tata Small Cap Fund |
5 | | 6.46% | 20.38% | 26.31% | % | % | 7.96% | 22.34% | 28.47% | % | % | 15.58% | -14.48% | -20.09% | 6.35% | 0.73 | 0.37 | 0.77 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund |
1 | | 21.15% | 27.88% | 25.97% | 20.72% | 17.03% | 22.43% | 29.30% | 27.44% | 22.14% | 18.44% | 18.35% | -14.58% | -19.29% | 8.97% | 0.92 | 0.52 | 1.09 |
Edelweiss Mid Cap Fund |
2 | | 13.14% | 21.94% | 24.13% | 17.03% | % | 14.69% | 23.72% | 25.97% | 18.77% | % | 15.74% | -11.62% | -18.96% | 2.89% | 0.92 | 0.47 | 0.91 |
Hdfc Mid Cap Opportunities Fund |
3 | | 7.72% | 24.19% | 24.09% | 16.98% | 16.50% | 8.43% | 25.03% | 24.94% | 17.86% | 17.44% | 14.74% | -10.27% | -18.39% | 5.82% | 0.88 | 0.58 | 1.10 |
Sundaram Mid Cap Fund |
4 | | 8.77% | 20.75% | 18.96% | 12.88% | 13.57% | 9.69% | 21.80% | 19.97% | 13.82% | 14.40% | 15.34% | -11.23% | -18.98% | 2.60% | 0.91 | 0.47 | 0.90 |
Kotak Emerging Equity Fund |
5 | | 12.85% | 18.46% | 21.40% | 16.66% | 16.19% | 14.07% | 19.84% | 22.87% | 18.07% | 17.68% | 14.68% | -10.28% | -18.60% | 1.46% | 0.84 | 0.39 | 0.78 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Nippon India Large Cap Fund |
1 | | 6.32% | 17.67% | 17.87% | 14.04% | 12.57% | 7.27% | 18.69% | 18.88% | 15.04% | 13.60% | 13.16% | -8.72% | -14.86% | 6.65% | 0.94 | 0.42 | 0.78 |
Dsp Top 100 Equity Fund |
2 | | 12.21% | 15.65% | 13.59% | 12.03% | 10.12% | 13.15% | 16.58% | 14.49% | 12.89% | 10.93% | 13.20% | -12.28% | -16.06% | 4.07% | 0.92 | 0.31 | 0.58 |
Icici Prudential Bluechip Fund |
3 | | 6.32% | 15.16% | 17.62% | 14.12% | 12.70% | 6.94% | 15.84% | 18.33% | 14.88% | 13.55% | 12.14% | -9.49% | -14.63% | 4.98% | 0.87 | 0.34 | 0.66 |
Hdfc Top 100 Fund |
4 | | 4.03% | 15.37% | 16.62% | 12.84% | 11.54% | 4.65% | 16.06% | 17.31% | 13.53% | 12.25% | 12.90% | -10.16% | -15.02% | 4.24% | 0.93 | 0.32 | 0.62 |
Canara Robeco Bluechip Equity Fund |
5 | | 8.41% | 11.80% | 14.95% | 14.41% | 12.27% | 9.69% | 13.24% | 16.55% | 15.94% | 13.69% | 12.15% | -11.85% | -16.15% | 1.54% | 0.88 | 0.21 | 0.40 |
Sbi Blue Chip Fund |
6 | | 7.77% | 11.97% | 14.96% | 12.23% | 11.42% | 8.52% | 12.77% | 15.81% | 13.10% | 12.39% | 12.20% | -9.31% | -14.87% | 1.80% | 0.88 | 0.22 | 0.41 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Icici Prudential Large & Mid Cap Fund |
1 | | 10.27% | 19.73% | 21.89% | 15.95% | 13.75% | 11.28% | 20.78% | 22.90% | 16.96% | 14.81% | 12.74% | -9.41% | -14.75% | 5.47% | 0.83 | 0.45 | 0.91 |
Uti Large & Mid Cap Fund |
2 | | 11.22% | 18.95% | 21.04% | 14.20% | 12.33% | 12.22% | 19.85% | 21.85% | 14.91% | 13.00% | 13.93% | -10.81% | -15.48% | 3.66% | 0.93 | 0.43 | 0.82 |
Motilal Oswal Large And Midcap Fund |
3 | | 11.29% | 20.07% | 19.83% | % | % | 12.73% | 21.76% | 21.68% | % | % | 16.84% | -17.66% | -21.71% | 4.58% | 1.00 | 0.36 | 0.79 |
Nippon India Vision Fund |
4 | | 10.58% | 17.99% | 18.55% | 12.43% | 10.84% | 11.15% | 18.59% | 19.14% | 13.02% | 11.48% | 13.50% | -10.61% | -16.94% | 3.03% | 0.91 | 0.39 | 0.78 |
Bandhan Core Equity Fund |
5 | | 9.73% | 20.69% | 19.90% | 14.96% | 13.97% | 11.02% | 22.12% | 21.33% | 16.36% | 15.53% | 14.61% | -12.01% | -20.09% | 4.26% | 0.98 | 0.44 | 0.86 |
Invesco India Large & Mid Cap Fund |
6 | | 13.54% | 18.75% | 17.53% | 14.97% | 13.56% | 14.86% | 20.20% | 19.01% | 16.41% | 15.17% | 15.18% | -13.40% | -22.28% | 2.39% | 0.98 | 0.35 | 0.72 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Hdfc Flexi Cap Fund |
1 | | 12.28% | 21.80% | 21.97% | 16.20% | 14.12% | 13.04% | 22.61% | 22.75% | 16.97% | 14.94% | 12.54% | -6.98% | -13.09% | 8.81% | 0.88 | 0.58 | 1.06 |
Parag Parikh Flexi Cap Fund |
2 | | 13.65% | 17.76% | 22.73% | 18.94% | 17.14% | 14.46% | 18.73% | 23.83% | 19.94% | 18.02% | 10.99% | -12.54% | -13.95% | 7.21% | 0.70 | 0.41 | 0.87 |
Jm Flexicap Fund |
3 | | 5.93% | 21.14% | 20.26% | 16.99% | 15.06% | 7.46% | 22.54% | 21.47% | 18.09% | 16.34% | 14.81% | -11.53% | -15.44% | 9.02% | 0.97 | 0.54 | 0.99 |
Motilal Oswal Flexi Cap Fund |
4 | | 18.47% | 18.87% | 14.64% | 11.10% | 12.76% | 19.49% | 19.89% | 15.66% | 12.09% | 13.77% | 15.81% | -12.73% | -21.41% | 5.68% | 0.92 | 0.32 | 0.69 |
Icici Prudential Flexicap Fund |
5 | | 6.26% | 16.40% | % | % | % | 7.28% | 17.76% | % | % | % | 12.54% | -12.00% | -15.16% | 5.09% | 0.84 | 0.39 | 0.75 |
Franklin India Flexi Cap Fund |
6 | | 6.52% | 15.86% | 19.84% | 14.44% | 12.87% | 7.34% | 16.75% | 20.74% | 15.35% | 13.88% | 13.39% | -12.57% | -18.13% | 2.91% | 0.94 | 0.32 | 0.63 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Axis Multicap Fund |
1 | | 10.78% | 18.18% | % | % | % | 11.99% | 19.82% | % | % | % | 14.36% | -12.46% | -17.52% | 4.68% | 0.90 | 0.40 | 0.79 |
Icici Prudential Multicap Fund |
2 | | 6.62% | 18.38% | 19.16% | 14.74% | 13.49% | 7.50% | 19.39% | 20.22% | 15.79% | 14.55% | 13.27% | -10.57% | -15.99% | 4.54% | 0.86 | 0.43 | 0.80 |
Kotak Multicap Fund |
3 | | 3.39% | 21.39% | % | % | % | 4.72% | 23.20% | % | % | % | 15.33% | -10.54% | -19.98% | 6.27% | 1.00 | 0.48 | 0.93 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Hdfc Focused 30 Fund |
1 | | 13.24% | 22.51% | 22.24% | 14.41% | 13.30% | 14.53% | 24.08% | 23.74% | 15.71% | 14.55% | 11.65% | -6.84% | -12.81% | 10.24% | 0.81 | 0.63 | 1.18 |
Icici Prudential Focused Equity Fund |
2 | | 11.40% | 18.21% | 22.47% | 15.77% | 12.74% | 12.72% | 19.68% | 23.98% | 17.12% | 14.08% | 13.64% | -10.52% | -16.04% | 5.15% | 0.93 | 0.40 | 0.77 |
Invesco India Focused Fund |
3 | | 15.11% | 18.68% | % | % | % | 16.68% | 20.40% | % | % | % | 15.82% | -15.90% | -19.52% | 4.03% | 1.01 | 0.33 | 0.66 |
Mahindra Manulife Focused Fund |
4 | | 5.66% | 17.73% | % | % | % | 7.41% | 19.85% | % | % | % | 13.86% | -10.70% | -15.22% | 4.45% | 0.94 | 0.36 | 0.72 |
Bandhan Focused Equity Fund |
5 | | 10.88% | 14.08% | 14.08% | 10.77% | 10.70% | 12.32% | 15.58% | 15.60% | 12.28% | 12.32% | 14.83% | -14.02% | -17.47% | 1.32% | 0.93 | 0.26 | 0.47 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Quantum Long Term Equity Value Fund |
1 | | 10.17% | 16.69% | 17.71% | 12.19% | % | 11.17% | 17.52% | 18.45% | 12.80% | 12.29% | 12.45% | -8.66% | -14.34% | 4.57% | 0.86 | 0.39 | 0.73 |
Axis Value Fund |
2 | | 9.28% | 19.07% | % | % | % | 10.74% | 20.73% | % | % | % | 14.81% | -13.00% | -17.67% | 5.28% | 1.02 | 0.41 | 0.79 |
Icici Prudential Value Discovery Fund |
3 | | 8.56% | 19.22% | 24.69% | 16.91% | 13.98% | 9.15% | 19.86% | 25.37% | 17.61% | 14.85% | 11.68% | -7.96% | -12.98% | 8.56% | 0.78 | 0.56 | 1.01 |
Uti Value Fund |
4 | | 13.10% | 16.07% | 18.10% | 14.89% | 11.80% | 13.88% | 16.90% | 18.93% | 15.70% | 12.60% | 13.83% | -12.31% | -18.05% | 2.63% | 0.95 | 0.33 | 0.61 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Lic Mf Infrastructure Fund |
1 | | 12.73% | 24.10% | 22.30% | 15.74% | 12.75% | 14.11% | 25.51% | 23.75% | 17.03% | 14.05% | 16.12% | -12.22% | -14.21% | 11.81% | 0.77 | 0.63 | 1.14 |
Icici Prudential Infrastructure Fund |
2 | | 6.07% | 28.13% | 28.22% | 17.92% | 14.73% | 6.87% | 28.95% | 28.97% | 18.66% | 15.48% | 14.01% | -11.49% | -15.16% | 12.33% | 0.86 | 0.82 | 1.46 |
Franklin Build India Fund |
3 | | 2.91% | 25.29% | 24.55% | 16.96% | 15.54% | 3.98% | 26.60% | 25.85% | 18.24% | 16.91% | 15.61% | -11.29% | -15.01% | 8.25% | 0.90 | 0.62 | 1.12 |
Canara Robeco Infrastructure |
4 | | 12.34% | 22.66% | 23.81% | 15.49% | 13.53% | 13.80% | 24.19% | 25.22% | 16.73% | 14.68% | 16.65% | -13.62% | -21.22% | 6.73% | 0.85 | 0.51 | 0.91 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sundaram Consumption Fund |
1 | | 10.24% | 16.77% | 14.58% | 11.44% | 13.19% | 11.20% | 17.81% | 15.58% | 12.38% | 14.08% | 14.28% | -11.11% | -12.46% | 1.71% | 0.90 | 0.39 | 0.72 |
Icici Prudential Bharat Consumption Fund |
2 | | 4.41% | 17.02% | 15.79% | % | % | 5.35% | 18.03% | 17.06% | % | % | 11.86% | -12.56% | -13.21% | 4.55% | 0.73 | 0.42 | 0.86 |
Tata India Consumer Fund |
3 | | 10.86% | 17.10% | 16.77% | 13.17% | % | 12.29% | 18.61% | 18.33% | 14.77% | % | 15.59% | -12.52% | -21.08% | 0.65% | 0.94 | 0.32 | 0.64 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sbi Banking & Financial Services Fund |
1 | | 11.38% | 14.65% | 11.97% | 13.83% | % | 12.61% | 15.97% | 13.27% | 15.16% | % | 13.56% | -11.97% | -18.11% | 5.84% | 0.84 | 0.27 | 0.51 |
Invesco India Financial Services Fund |
2 | | 7.55% | 15.85% | 12.80% | 12.67% | 12.61% | 8.97% | 17.42% | 14.28% | 14.22% | 14.31% | 14.87% | -15.28% | -20.66% | 6.51% | 0.90 | 0.29 | 0.54 |
Nippon India Banking & Financial Services Fund |
3 | | 6.51% | 15.15% | 13.75% | 11.33% | 11.48% | 7.38% | 16.10% | 14.65% | 12.18% | 12.32% | 14.33% | -12.81% | -16.57% | 5.37% | 0.91 | 0.28 | 0.49 |