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
8.33% 21.34% 26.12% 15.70% 12.79% 9.21% 22.28% 27.05% 16.53% 13.63% 14.89% -18.11% -17.49% 8.27% 0.91 0.49 0.94
2
6.91% 18.20% 23.47% 14.19% 13.17% 7.78% 19.20% 24.56% 15.23% 14.24% 13.67% -16.91% -15.99% 5.10% 0.86 0.40 0.76
3
12.62% 17.16% % % % 13.91% 18.72% % % % 15.21% -17.69% -21.66% 3.40% 0.94 0.32 0.65
4
4.53% 19.11% % % % 5.63% 20.60% % % % 15.09% -19.81% -21.23% 4.93% 0.96 0.39 0.77
5
4.02% 20.54% % % % 5.35% 22.32% % % % 16.37% -20.48% -19.98% 5.44% 1.03 0.39 0.80
6
5.16% 15.22% % % % 6.68% 17.03% % % % 14.11% -17.95% -18.20% 2.16% 0.90 0.30 0.58
7
9.79% 15.27% 21.14% 12.93% 12.10% 11.17% 16.77% 22.74% 14.47% 13.75% 15.04% -18.87% -19.41% 1.32% 0.94 0.25 0.52
8
9.29% 14.61% 23.11% 14.34% 12.06% 10.46% 15.81% 24.29% 15.41% 13.06% 15.47% -17.74% -22.47% 0.86% 0.94 0.24 0.48
9
4.22% 14.68% 24.07% 15.91% % 5.73% 16.53% 26.16% 17.94% % 15.90% -19.67% -23.54% 0.70% 0.99 0.25 0.50
10
5.94% 12.89% % % % 7.10% 14.18% % % % 14.47% -18.39% -19.01% -1.19% 0.92 0.19 0.37
11
5.60% 12.75% % % % 6.81% 14.25% % % % 14.11% -20.01% -20.91% -0.77% 0.88 0.18 0.37
12
0.55% 15.84% 16.43% % % 2.22% 18.03% 18.77% % % 15.03% -23.00% -22.22% 0.98% 0.93 0.24 0.50
13
-4.99% 11.86% 28.97% 17.83% 16.16% -3.92% 13.20% 30.74% 19.12% 17.06% 18.15% -25.46% -24.49% -4.53% 1.11 0.15 0.26

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 Multi-Cap Fund
-0.53
-2.10
-3.45
-16.19
-17.35
5.60
12.75
Baroda BNP Paribas Multi Cap Fund
-0.30
-1.80
-4.92
-17.65
-15.75
9.29
14.61
23.11
14.34
12.06
11.58
Bank of India Multi Cap Fund
-0.52
-1.94
-4.10
-16.48
-17.53
6.00
Canara Robeco Multi Cap Fund
-0.16
-1.74
-3.65
-15.34
-15.51
9.81
Whiteoak Capital Multi Cap Fund
-0.52
-1.97
-3.73
-15.64
-12.75
12.00
DSP Multicap Fund
-0.62
-2.15
-3.21
-17.36
-19.10
7.43
Edelweiss Multi Cap Fund
-0.32
-1.61
-4.18
-18.14
-17.54
7.84
Franklin India Multi Cap Fund
-0.81
-2.05
-4.50
-16.16
-16.99
HDFC Multi Cap Fund
-0.61
-2.17
-4.37
-16.49
-18.72
4.53
19.11
HSBC Multi Cap Fund
-0.50
-2.08
-5.29
-18.88
-18.40
4.35
Icici Prudential Multicap Fund
-0.47
-1.70
-3.89
-12.32
-15.30
6.91
18.20
23.47
14.19
13.17
13.74
Bandhan MULTI CAP FUND
-0.32
-1.71
-3.54
-13.68
-17.06
5.16
15.22
Invesco India Multicap Fund
-0.18
-2.48
-5.02
-18.65
-17.90
9.79
15.27
21.14
12.93
12.10
16.17
Iti Multi Cap Fund
-0.47
-1.80
-5.29
-18.66
-21.32
0.55
15.84
16.43
Kotak Multicap Fund
-0.61
-2.64
-5.86
-17.78
-19.18
4.02
20.54
LIC MF Multi Cap Fund
-0.39
-1.88
-4.31
-16.81
-16.37
14.28
Mahindra Manulife Multi Cap Fund
-0.60
-1.49
-4.61
-16.35
-18.62
4.22
14.68
24.07
15.91
Mirae Asset Multicap Fund
-0.56
-1.85
-3.08
-14.95
-15.89
5.24
Motilal Oswal Multi Cap Fund
-0.85
-1.32
-2.42
-14.81
-4.16
Quant Active Fund
-0.70
-1.90
-4.35
-16.64
-22.76
-4.99
11.86
28.97
17.83
16.16
15.02
Nippon India Multi Cap Fund
-0.62
-1.63
-2.40
-15.00
-16.35
8.33
21.34
26.12
15.70
12.79
15.38
SBI MultiCap Fund
-0.26
-0.82
-3.07
-10.86
-11.13
15.34
Sundaram Multi Cap Fund
-0.55
-1.74
-3.28
-14.17
-15.79
5.94
12.89
Tata Multicap Fund
-0.73
-2.89
-4.18
-18.17
-20.92
-1.91
Union Multicap Fund
-0.52
-1.74
-4.79
-16.90
-17.91
5.38
Axis Multicap Fund
-0.45
-1.66
-3.92
-15.54
-14.93
12.62
17.16
Nifty 500 Multicap 50:25:25 Total Return Index
-0.50
-1.69
-4.02
-15.57
-17.29
4.69
14.93
23.96
13.67
13.30
13.48

As On: 13 March 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Multi-Cap Fund
-0.51
-2.10
-3.38
-15.97
-16.92
6.81
14.25
Baroda BNP Paribas Multi Cap Fund
-0.30
-1.78
-4.84
-17.44
-15.31
10.46
15.81
24.29
15.41
13.06
Bank of India Multi Cap Fund
-0.51
-1.90
-4.02
-16.19
-17.04
7.18
Canara Robeco Multi Cap Fund
-0.24
-1.78
-3.64
-15.09
-14.92
11.38
Whiteoak Capital Multi Cap Fund
-0.51
-1.94
-3.61
-15.31
-12.05
13.85
DSP Multicap Fund
-0.62
-2.12
-3.10
-17.06
-18.49
9.09
Edelweiss Multi Cap Fund
-0.31
-1.58
-4.07
-17.82
-16.88
9.58
Franklin India Multi Cap Fund
-0.81
-2.02
-4.39
-15.85
-16.36
HDFC Multi Cap Fund
-0.60
-2.15
-4.31
-16.30
-18.32
5.63
20.60
HSBC Multi Cap Fund
-0.50
-2.05
-5.20
-18.62
-17.89
5.71
Icici Prudential Multicap Fund
-0.47
-1.68
-3.83
-12.16
-14.97
7.78
19.20
24.56
15.23
14.24
Bandhan MULTI CAP FUND
-0.32
-1.69
-3.44
-13.39
-16.48
6.68
17.03
Invesco India Multicap Fund
-0.18
-2.45
-4.93
-18.40
-17.39
11.17
16.77
22.74
14.47
13.75
Iti Multi Cap Fund
-0.46
-1.76
-5.16
-18.31
-20.66
2.22
18.03
18.77
Kotak Multicap Fund
-0.61
-2.63
-5.78
-17.53
-18.68
5.35
22.32
LIC MF Multi Cap Fund
-0.39
-1.85
-4.20
-16.50
-15.72
16.14
Mahindra Manulife Multi Cap Fund
-0.59
-1.46
-4.50
-16.06
-18.06
5.73
16.53
26.16
17.94
Mirae Asset Multicap Fund
-0.55
-1.82
-2.96
-14.64
-15.27
6.81
Motilal Oswal Multi Cap Fund
-0.84
-1.29
-2.31
-14.50
-3.48
Quant Active Fund
-0.70
-1.88
-4.26
-16.40
-22.31
-3.92
13.20
30.74
19.12
17.06
Nippon India Multi Cap Fund
-0.61
-1.61
-2.34
-14.83
-16.02
9.21
22.28
27.05
16.53
13.63
SBI MultiCap Fund
-0.26
-0.81
-3.01
-10.68
-10.77
16.28
Sundaram Multi Cap Fund
-0.55
-1.73
-3.21
-13.95
-15.35
7.10
14.18
Tata Multicap Fund
-0.73
-2.86
-4.07
-17.88
-20.36
-0.38
Union Multicap Fund
-0.43
-1.69
-4.65
-16.64
-17.38
6.66
Axis Multicap Fund
-0.43
-1.65
-3.82
-15.33
-14.48
13.91
18.72
Nifty 500 Multicap 50:25:25 Total Return Index
-0.50
-1.69
-4.02
-15.57
-17.29
4.69
14.93
23.96
13.67
13.30
13.48

As On: 13 March 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Multi-Cap Fund
-15.67
10.45
Baroda BNP Paribas Multi Cap Fund
-14.22
14.19
18.17
17.47
15.21
13.75
Bank of India Multi Cap Fund
-16.25
Canara Robeco Multi Cap Fund
-12.20
Whiteoak Capital Multi Cap Fund
-8.86
DSP Multicap Fund
-17.66
Edelweiss Multi Cap Fund
-15.34
Franklin India Multi Cap Fund
HDFC Multi Cap Fund
-17.44
14.34
HSBC Multi Cap Fund
-18.55
Icici Prudential Multicap Fund
-11.45
15.95
19.19
17.29
15.34
14.93
Bandhan MULTI CAP FUND
-14.57
12.11
Invesco India Multicap Fund
-13.78
14.00
17.00
16.19
14.44
15.82
Iti Multi Cap Fund
-22.55
11.58
13.31
Kotak Multicap Fund
-18.63
16.24
LIC MF Multi Cap Fund
-11.96
Mahindra Manulife Multi Cap Fund
-17.33
12.66
18.04
18.25
Mirae Asset Multicap Fund
-14.15
Motilal Oswal Multi Cap Fund
Quant Active Fund
-26.79
6.16
16.23
18.85
18.05
17.39
Nippon India Multi Cap Fund
-13.85
16.93
23.24
20.10
16.94
15.86
SBI MultiCap Fund
-4.58
Sundaram Multi Cap Fund
-13.31
11.59
Tata Multicap Fund
-22.08
Union Multicap Fund
-16.06
Axis Multicap Fund
-9.60
18.04

As On: 13 March 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Multi-Cap Fund
-14.71
11.86
Baroda BNP Paribas Multi Cap Fund
-13.26
15.44
19.41
18.61
16.27
Bank of India Multi Cap Fund
-15.19
Canara Robeco Multi Cap Fund
-10.95
Whiteoak Capital Multi Cap Fund
-7.31
DSP Multicap Fund
-16.34
Edelweiss Multi Cap Fund
-13.90
Franklin India Multi Cap Fund
HDFC Multi Cap Fund
-16.55
15.75
HSBC Multi Cap Fund
-17.45
Icici Prudential Multicap Fund
-10.71
16.95
20.26
18.31
16.38
Bandhan MULTI CAP FUND
-13.30
13.89
Invesco India Multicap Fund
-12.64
15.52
18.60
17.73
16.00
Iti Multi Cap Fund
-21.18
13.71
15.57
Kotak Multicap Fund
-17.55
17.95
LIC MF Multi Cap Fund
-10.48
Mahindra Manulife Multi Cap Fund
-16.09
14.49
20.09
20.27
Mirae Asset Multicap Fund
-12.82
Motilal Oswal Multi Cap Fund
Quant Active Fund
-25.91
7.45
17.92
20.40
19.26
Nippon India Multi Cap Fund
-13.12
17.90
24.22
20.98
17.77
SBI MultiCap Fund
-3.77
Sundaram Multi Cap Fund
-12.34
12.89
Tata Multicap Fund
-20.84
Union Multicap Fund
-14.92
Axis Multicap Fund
-8.53
19.59

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 Multi-Cap Fund -20.91 -20.01 -8.14 14.11 10.44
Baroda Bnp Paribas Multi Cap Fund -22.47 -17.74 -9.98 15.47 11.55
Hdfc Multi Cap Fund -21.23 -19.81 -5.90 15.09 10.79
Icici Prudential Multicap Fund -15.99 -16.91 -6.80 13.67 9.66
Bandhan Multi Cap Fund -18.20 -17.95 -6.16 14.11 9.91
Invesco India Multicap Fund -19.41 -18.87 -7.62 15.04 11.30
Iti Multi Cap Fund -22.22 -23.00 -7.98 15.03 11.33
Kotak Multicap Fund -19.98 -20.48 -7.98 16.37 12.11
Mahindra Manulife Multi Cap Fund -23.54 -19.67 -7.37 15.90 11.73
Quant Active Fund -24.49 -25.46 -13.44 18.15 12.95
Nippon India Multi Cap Fund -17.49 -18.11 -8.60 14.89 10.52
Sundaram Multi Cap Fund -19.01 -18.39 -7.10 14.47 10.47
Axis Multicap Fund -21.66 -17.69 -7.87 15.21 11.17

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 Multi-Cap Fund
0.37
0.18
0.41
0.40
-0.77
0.88
0.93
0.06
1.10
-2.4200
Baroda Bnp Paribas Multi Cap Fund
0.48
0.24
0.53
0.41
0.86
0.94
0.88
0.08
1.25
0.0200
Hdfc Multi Cap Fund
0.77
0.39
0.64
0.42
4.93
0.96
0.97
0.12
1.58
4.4200
Icici Prudential Multicap Fund
0.76
0.40
0.66
0.41
5.10
0.86
0.95
0.12
1.57
3.1500
Bandhan Multi Cap Fund
0.58
0.30
0.55
0.40
2.16
0.90
0.96
0.09
1.35
0.7000
Invesco India Multicap Fund
0.52
0.25
0.52
0.42
1.32
0.94
0.92
0.08
1.29
0.4200
Iti Multi Cap Fund
0.50
0.24
0.45
0.42
0.98
0.93
0.92
0.08
1.26
0.0400
Kotak Multicap Fund
0.80
0.39
0.68
0.41
5.44
1.03
0.95
0.13
1.62
5.9300
Mahindra Manulife Multi Cap Fund
0.50
0.25
0.51
0.36
0.70
0.99
0.92
0.08
1.27
0.5000
Quant Active Fund
0.26
0.15
0.33
0.39
-4.53
1.11
0.89
0.04
0.98
-2.9900
Nippon India Multi Cap Fund
0.94
0.49
0.77
0.41
8.27
0.91
0.88
0.15
1.78
6.9700
Sundaram Multi Cap Fund
0.37
0.19
0.44
0.41
-1.19
0.92
0.97
0.06
1.10
-2.3000
Axis Multicap Fund
0.65
0.32
0.62
0.41
3.40
0.94
0.90
0.11
1.44
2.5100