Ranking Date: 31-Jan-2025

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
All Large Cap Funds

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