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
1
12.15% 22.23% 27.15% 14.26% 13.25% 13.42% 23.79% 28.71% 15.56% 14.51% 11.37% -10.35% -12.52% 12.97% 0.76 0.76 1.33
2
10.09% 18.57% 25.77% 15.24% 12.61% 11.37% 20.04% 27.32% 16.59% 13.95% 13.72% -16.17% -16.04% 6.81% 0.91 0.41 0.80
3
15.75% 18.31% % % % 17.31% 20.01% % % % 15.88% -15.22% -19.52% 5.88% 0.99 0.34 0.69
4
4.91% 17.25% % % % 6.63% 19.35% % % % 14.07% -16.30% -15.71% 5.86% 0.93 0.37 0.73
5
13.09% 15.16% 17.56% 11.72% 10.57% 14.27% 16.39% 18.81% 12.88% 11.62% 15.09% -15.64% -19.33% 2.40% 0.96 0.28 0.49
6
11.23% 13.12% 16.88% 9.95% 10.22% 12.67% 14.61% 18.43% 11.44% 11.84% 15.35% -15.18% -19.66% 1.71% 0.95 0.23 0.43
7
8.18% 14.45% % % % 9.77% 16.23% % % % 13.27% -15.48% -16.75% 2.48% 0.88 0.25 0.50
8
4.36% 14.62% 22.13% 13.48% 12.11% 5.20% 15.56% 23.13% 14.47% 13.23% 13.36% -16.29% -16.10% 3.42% 0.89 0.28 0.57
9
11.26% 10.69% 17.22% 13.07% 12.87% 12.18% 11.69% 18.36% 14.18% 13.96% 11.75% -11.38% -14.56% 1.00% 0.72 0.15 0.28
10
4.89% 12.67% 18.26% 12.06% 11.09% 5.88% 13.76% 19.37% 13.12% 12.20% 13.33% -15.24% -17.71% 1.25% 0.90 0.22 0.42
11
5.51% 13.97% 20.22% 16.65% 14.30% 6.54% 15.11% 21.51% 18.05% 15.65% 13.66% -16.40% -15.86% 2.20% 0.91 0.25 0.48
12
3.44% 16.78% 16.14% 10.88% 11.47% 5.03% 18.08% 17.47% 12.29% 12.97% 15.00% -18.61% -17.92% 3.97% 0.96 0.29 0.59
13
3.61% 13.57% % % % 4.99% 15.30% % % % 14.10% -18.72% -18.24% 1.26% 0.92 0.22 0.41
14
4.05% 12.20% 22.01% 12.09% 12.02% 4.77% 12.99% 22.85% 12.88% 12.89% 13.86% -16.14% -15.09% 0.58% 0.91 0.21 0.37
15
3.73% 10.81% % % % 4.78% 11.98% % % % 13.99% -14.56% -18.72% -0.26% 0.93 0.17 0.33
16
1.18% 11.62% 19.32% % % 2.64% 13.37% 21.31% % % 14.60% -17.23% -20.62% 0.58% 0.98 0.21 0.40
17
4.59% 11.69% 18.29% % % 6.04% 13.34% 20.15% % % 13.39% -17.01% -17.36% -0.23% 0.91 0.17 0.32
18
4.41% 6.08% 17.16% % % 5.65% 7.35% 18.71% % % 12.63% -15.87% -16.23% -4.34% 0.81 0.00 -0.05
19
-5.60% 14.20% 23.49% 13.06% 13.49% -4.18% 16.11% 25.68% 14.82% 14.74% 16.88% -21.85% -21.11% 0.80% 1.07 0.22 0.42
20
0.54% 9.63% 17.66% % % 1.56% 10.74% 18.79% % % 12.84% -15.92% -18.08% -1.58% 0.84 0.10 0.17
21
0.50% 11.33% % % % 1.71% 12.80% % % % 16.20% -19.00% -22.34% -1.97% 1.05 0.15 0.27
22
3.41% 4.61% 11.32% 9.54% 10.12% 4.35% 5.64% 12.49% 10.75% 11.39% 15.79% -17.04% -22.54% -8.44% 0.99 -0.03 -0.15
23
-7.77% 6.33% 11.31% 8.03% 8.17% -6.71% 7.56% 12.64% 9.33% 9.53% 16.83% -30.81% -31.16% -7.33% 1.03 0.01 -0.06

Return Calculated On: 13 March 2025 | Ratios Calculated On: 28 February 2025

As On: 13 March 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Focused Equity Fund
-0.56
-1.21
-3.15
-11.25
-12.32
4.89
12.67
18.26
12.06
11.09
12.98
Baroda BNP Paribas Focused Fund
-0.34
-1.12
-4.41
-17.88
-19.16
0.04
10.37
CANARA ROBECO FOCUSED EQUITY FUND
-0.06
-0.80
-4.04
-13.35
-12.96
8.18
14.45
Old Bridge Focused Equity Fund
-0.94
-2.85
-3.03
-12.43
-16.77
12.45
Dsp Focus Fund
-0.61
-1.27
-2.28
-11.07
-13.15
13.09
15.16
17.56
11.72
10.57
Edelweiss Focused Fund
-0.42
-1.64
-4.23
-15.01
-14.72
6.08
Franklin India Focused Equity Fund
-0.49
-1.82
-4.15
-12.95
-15.32
4.36
14.62
22.13
13.48
12.11
14.80
Hdfc Focused 30 Fund
-0.44
-0.94
-2.13
-7.69
-8.04
12.15
22.23
27.15
14.26
13.25
12.38
HSBC Focused Fund
-0.28
-2.38
-7.17
-19.27
-17.80
0.50
11.33
Icici Prudential Focused Equity Fund
-0.23
-0.80
-3.05
-10.92
-13.13
10.09
18.57
25.77
15.24
12.61
13.05
Bandhan Focused Equity Fund
-0.16
-2.79
-6.23
-17.62
-13.83
11.23
13.12
16.88
9.95
10.22
10.03
Iifl Focused Equity Fund
-0.60
-1.76
-2.85
-12.17
-15.33
5.51
13.97
20.22
16.65
14.30
Invesco India Focused Fund
0.00
-3.00
-3.80
-16.84
-15.06
15.75
18.31
ITI Focused Equity Fund
-0.13
-0.11
-2.63
-14.40
-14.51
8.21
JM Focused Fund
-0.37
-1.67
-3.09
-16.25
-16.88
3.44
16.78
16.14
10.88
11.47
Kotak Focused Equity Fund
-0.56
-2.00
-3.62
-13.05
-15.14
4.59
11.69
18.29
LIC MF Focused Fund
-0.68
-3.48
-6.82
-15.45
-19.72
1.54
Mahindra Manulife Focused Fund
-0.45
-1.57
-3.22
-10.96
-14.93
4.91
17.25
Mirae Asset Focused Fund
-1.12
-3.10
-4.92
-15.88
-15.62
4.41
6.08
17.16
Motilal Oswal Focused Fund
-0.33
-1.60
-5.62
-23.10
-30.54
-7.77
6.33
11.31
8.03
8.17
Quant Focused Fund
-0.49
-2.18
-4.35
-13.97
-21.03
-5.60
14.20
23.49
13.06
13.49
14.47
Nippon India Focused Equity Fund
-0.82
-2.29
-3.60
-12.05
-15.93
4.05
12.20
22.01
12.09
12.02
14.58
Sbi Focused Equity Fund
-0.44
-0.91
-4.03
-8.85
-8.93
11.26
10.69
17.22
13.07
12.87
15.85
sundaram focused fund
-0.36
-3.01
-4.99
-14.18
-15.40
3.73
10.81
Tata Focused Equity Fund
-0.87
-3.76
-5.30
-16.05
-18.35
1.18
11.62
19.32
Union Focused Fund
-0.13
-0.89
-4.30
-15.28
-14.07
0.54
9.63
17.66
UTI Focused Fund
-0.34
-1.19
-4.17
-12.18
-17.06
3.61
13.57
Axis Focused Fund
-0.52
-1.22
-3.89
-13.58
-15.66
3.41
4.61
11.32
9.54
10.12
Nifty 500 Total Return Index
-0.44
-1.32
-3.46
-13.46
-15.40
3.69
13.09
21.08
13.17
12.25
12.21

As On: 13 March 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Focused Equity Fund
-0.56
-1.19
-3.08
-11.05
-11.92
5.88
13.76
19.37
13.12
12.20
Baroda BNP Paribas Focused Fund
-0.33
-1.09
-4.28
-17.51
-18.43
1.87
12.37
CANARA ROBECO FOCUSED EQUITY FUND
0.00
-0.75
-3.91
-13.03
-12.29
9.77
16.23
Old Bridge Focused Equity Fund
-1.02
-2.91
-2.99
-12.23
-16.42
13.48
Dsp Focus Fund
-0.61
-1.25
-2.20
-10.84
-12.70
14.27
16.39
18.81
12.88
11.62
Edelweiss Focused Fund
-0.42
-1.61
-4.11
-14.69
-14.06
7.78
Franklin India Focused Equity Fund
-0.49
-1.81
-4.10
-12.78
-14.98
5.20
15.56
23.13
14.47
13.23
Hdfc Focused 30 Fund
-0.43
-0.92
-2.05
-7.46
-7.55
13.42
23.79
28.71
15.56
14.51
HSBC Focused Fund
-0.28
-2.36
-7.08
-19.03
-17.31
1.71
12.80
Icici Prudential Focused Equity Fund
-0.22
-0.78
-2.97
-10.68
-12.64
11.37
20.04
27.32
16.59
13.95
Bandhan Focused Equity Fund
-0.16
-2.77
-6.14
-17.37
-13.29
12.67
14.61
18.43
11.44
11.84
Iifl Focused Equity Fund
-0.60
-1.74
-2.77
-11.94
-14.92
6.54
15.11
21.51
18.05
15.65
Invesco India Focused Fund
0.04
-2.99
-3.66
-16.54
-14.48
17.31
20.01
ITI Focused Equity Fund
-0.12
-0.07
-2.51
-14.05
-13.76
10.22
JM Focused Fund
-0.36
-1.64
-2.97
-15.91
-16.22
5.03
18.08
17.47
12.29
12.97
Kotak Focused Equity Fund
-0.56
-1.97
-3.51
-12.75
-14.56
6.04
13.34
20.15
LIC MF Focused Fund
-0.67
-3.47
-6.76
-15.26
-19.35
2.50
Mahindra Manulife Focused Fund
-0.45
-1.53
-3.10
-10.61
-14.25
6.63
19.35
Mirae Asset Focused Fund
-1.12
-3.08
-4.84
-15.63
-15.12
5.65
7.35
18.71
Motilal Oswal Focused Fund
-0.32
-1.58
-5.53
-22.89
-30.14
-6.71
7.56
12.64
9.33
9.53
Quant Focused Fund
-0.48
-2.15
-4.24
-13.65
-20.44
-4.18
16.11
25.68
14.82
14.74
Nippon India Focused Equity Fund
-0.82
-2.28
-3.55
-11.90
-15.64
4.77
12.99
22.85
12.88
12.89
Sbi Focused Equity Fund
-0.44
-0.89
-3.97
-8.67
-8.56
12.18
11.69
18.36
14.18
13.96
sundaram focused fund
-0.36
-2.99
-4.93
-13.98
-14.99
4.78
11.98
Tata Focused Equity Fund
-0.86
-3.73
-5.20
-15.75
-17.77
2.64
13.37
21.31
Union Focused Fund
-0.13
-0.89
-4.21
-15.07
-13.66
1.56
10.74
18.79
UTI Focused Fund
-0.34
-1.17
-4.07
-11.89
-16.53
4.99
15.30
Axis Focused Fund
-0.52
-1.22
-3.84
-13.39
-15.28
4.35
5.64
12.49
10.75
11.39
Nifty 500 Total Return Index
-0.44
-1.32
-3.46
-13.46
-15.40
3.69
13.09
21.08
13.17
12.25
12.21

As On: 13 March 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
-8.87
12.02
14.23
13.80
12.80
13.25
Baroda BNP Paribas Focused Fund
-21.77
CANARA ROBECO FOCUSED EQUITY FUND
-8.04
13.25
Old Bridge Focused Equity Fund
-9.47
Dsp Focus Fund
-6.31
15.09
15.27
14.09
12.64
Edelweiss Focused Fund
-12.18
Franklin India Focused Equity Fund
-13.21
11.55
16.71
16.05
14.51
15.65
Hdfc Focused 30 Fund
-1.74
19.46
23.66
20.14
16.50
14.49
HSBC Focused Fund
-19.54
8.76
Icici Prudential Focused Equity Fund
-7.53
17.50
19.85
18.57
16.12
14.51
Bandhan Focused Equity Fund
-9.82
13.65
14.27
13.27
12.38
11.43
Iifl Focused Equity Fund
-12.50
11.94
15.73
16.96
16.15
Invesco India Focused Fund
-9.09
21.30
ITI Focused Equity Fund
-11.70
JM Focused Fund
-16.20
13.78
15.82
13.78
12.88
11.58
Kotak Focused Equity Fund
-12.95
9.90
13.45
LIC MF Focused Fund
-17.48
Mahindra Manulife Focused Fund
-11.69
15.76
Mirae Asset Focused Fund
-12.66
5.07
9.65
Motilal Oswal Focused Fund
-32.15
-1.21
4.45
6.80
8.07
Quant Focused Fund
-22.68
8.88
14.86
15.29
14.25
15.38
Nippon India Focused Equity Fund
-13.25
8.64
14.59
14.57
13.46
14.94
Sbi Focused Equity Fund
-4.90
11.75
13.83
14.09
13.98
15.05
sundaram focused fund
-14.01
9.37
Tata Focused Equity Fund
-17.15
9.45
14.00
Union Focused Fund
-15.02
6.79
11.26
UTI Focused Fund
-13.75
10.35
Axis Focused Fund
-12.97
5.89
7.26
8.47
10.04

As On: 13 March 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Focused Equity Fund
-8.00
13.13
15.36
14.88
13.89
Baroda BNP Paribas Focused Fund
-20.27
CANARA ROBECO FOCUSED EQUITY FUND
-6.60
15.04
Old Bridge Focused Equity Fund
-8.61
Dsp Focus Fund
-5.29
16.35
16.52
15.30
13.76
Edelweiss Focused Fund
-10.72
Franklin India Focused Equity Fund
-12.48
12.51
17.71
17.03
15.52
Hdfc Focused 30 Fund
-0.63
20.96
25.25
21.55
17.79
HSBC Focused Fund
-18.52
10.18
Icici Prudential Focused Equity Fund
-6.43
18.97
21.38
20.00
17.45
Bandhan Focused Equity Fund
-8.60
15.19
15.82
14.77
13.93
Iifl Focused Equity Fund
-11.61
13.09
16.97
18.28
17.50
Invesco India Focused Fund
-7.77
23.04
ITI Focused Equity Fund
-10.04
JM Focused Fund
-14.84
15.28
17.20
15.14
14.27
Kotak Focused Equity Fund
-11.70
11.53
15.24
LIC MF Focused Fund
-16.68
Mahindra Manulife Focused Fund
-10.21
17.83
Mirae Asset Focused Fund
-11.56
6.37
11.11
Motilal Oswal Focused Fund
-31.31
0.03
5.77
8.13
9.44
Quant Focused Fund
-21.46
10.73
17.00
17.31
15.89
Nippon India Focused Equity Fund
-12.63
9.42
15.43
15.38
14.29
Sbi Focused Equity Fund
-4.09
12.74
14.93
15.19
15.08
sundaram focused fund
-13.12
10.56
Tata Focused Equity Fund
-15.90
11.19
15.91
Union Focused Fund
-14.14
7.92
12.40
UTI Focused Fund
-12.57
12.01
Axis Focused Fund
-12.14
6.92
8.37
9.64
11.30

Performance Indicators


Calculated On: 28 February 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Focused Equity Fund -17.71 -15.24 -5.78 13.33 9.39
Canara Robeco Focused Equity Fund -16.75 -15.48 -5.14 13.27 9.45
Dsp Focus Fund -19.33 -15.64 -6.72 15.09 10.03
Franklin India Focused Equity Fund -16.10 -16.29 -6.05 13.36 9.64
Hdfc Focused 30 Fund -12.52 -10.35 -4.50 11.37 7.95
Hsbc Focused Fund -22.34 -19.00 -6.06 16.20 11.73
Icici Prudential Focused Equity Fund -16.04 -16.17 -7.12 13.72 9.79
Bandhan Focused Equity Fund -19.66 -15.18 -6.03 15.35 10.58
Iifl Focused Equity Fund -15.86 -16.40 -7.68 13.66 9.50
Invesco India Focused Fund -19.52 -15.22 -7.68 15.88 11.66
Jm Focused Fund -17.92 -18.61 -6.64 15.00 10.94
Kotak Focused Equity Fund -17.36 -17.01 -6.43 13.39 9.42
Mahindra Manulife Focused Fund -15.71 -16.30 -6.39 14.07 10.19
Mirae Asset Focused Fund -16.23 -15.87 -6.67 12.63 9.02
Motilal Oswal Focused Fund -31.16 -30.81 -8.67 16.83 12.78
Quant Focused Fund -21.11 -21.85 -8.19 16.88 12.03
Nippon India Focused Equity Fund -15.09 -16.14 -6.78 13.86 9.38
Sbi Focused Equity Fund -14.56 -11.38 -5.48 11.75 8.23
Sundaram Focused Fund -18.72 -14.56 -6.25 13.99 9.98
None -18.72 -14.56 -6.25 13.99 9.98
Tata Focused Equity Fund -20.62 -17.23 -5.20 14.60 10.38
Union Focused Fund -18.08 -15.92 -5.40 12.84 9.50
Uti Focused Fund -18.24 -18.72 -5.41 14.10 9.91
Axis Focused Fund -22.54 -17.04 -8.69 15.79 10.91

Calculated On: 28 February 2025

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 Focused Equity Fund
0.42
0.22
0.51
0.37
1.25
0.90
0.95
0.06
1.12
0.0300
Canara Robeco Focused Equity Fund
0.50
0.25
0.54
0.42
2.48
0.88
0.92
0.07
1.20
1.0400
Dsp Focus Fund
0.49
0.28
0.57
0.40
2.40
0.96
0.85
0.08
1.21
1.9100
Franklin India Focused Equity Fund
0.57
0.28
0.56
0.42
3.42
0.89
0.94
0.09
1.29
2.1300
Hdfc Focused 30 Fund
1.33
0.76
1.12
0.38
12.97
0.76
0.94
0.20
2.11
10.0600
Hsbc Focused Fund
0.27
0.15
0.39
0.43
-1.97
1.05
0.88
0.04
0.96
-1.3700
Icici Prudential Focused Equity Fund
0.80
0.41
0.70
0.38
6.81
0.91
0.91
0.12
1.54
5.6500
Bandhan Focused Equity Fund
0.43
0.23
0.55
0.39
1.71
0.95
0.80
0.07
1.14
1.0600
Iifl Focused Equity Fund
0.48
0.25
0.52
0.38
2.20
0.91
0.92
0.07
1.19
1.0700
Invesco India Focused Fund
0.69
0.34
0.73
0.40
5.88
0.99
0.81
0.11
1.44
5.7500
Jm Focused Fund
0.59
0.29
0.56
0.40
3.97
0.96
0.85
0.09
1.32
3.4300
Kotak Focused Equity Fund
0.32
0.17
0.42
0.40
-0.23
0.91
0.96
0.05
1.01
-1.3600
Mahindra Manulife Focused Fund
0.73
0.37
0.67
0.37
5.86
0.93
0.90
0.11
1.47
4.9500
Mirae Asset Focused Fund
-0.05
0.00
0.24
0.38
-4.34
0.81
0.87
-0.01
0.56
-6.6100
Motilal Oswal Focused Fund
-0.06
0.01
0.14
0.42
-7.33
1.03
0.78
-0.01
0.58
-6.9900
Quant Focused Fund
0.42
0.22
0.45
0.38
0.80
1.07
0.84
0.07
1.14
1.6600
Nippon India Focused Equity Fund
0.37
0.21
0.47
0.37
0.58
0.91
0.91
0.06
1.07
-0.4600
Sbi Focused Equity Fund
0.28
0.15
0.48
0.41
1.00
0.72
0.79
0.05
0.95
-2.4000
Sundaram Focused Fund
0.33
0.17
0.47
0.35
-0.26
0.93
0.93
0.05
1.01
-1.1000
None
0.33
0.17
0.47
0.35
-0.26
0.93
0.93
0.05
1.01
-1.1000
Tata Focused Equity Fund
0.40
0.21
0.48
0.37
0.58
0.98
0.94
0.06
1.10
0.2900
Union Focused Fund
0.17
0.10
0.35
0.40
-1.58
0.84
0.89
0.03
0.83
-3.5700
Uti Focused Fund
0.41
0.22
0.45
0.43
1.26
0.92
0.88
0.06
1.12
0.2600
Axis Focused Fund
-0.15
-0.03
0.16
0.40
-8.44
0.99
0.83
-0.02
0.45
-8.5000