JM Value Fund: Highest 5-year XIRR at 32.79%, Sharpe Ratio 1.12, moderate volatility, ideal for growth-focused investors.
Bandhan Sterling Value Fund: 5-year XIRR of 30.63%, low standard deviation at 13.94%, strong stability for conservative investors.
Templeton India Value Fund: 5-year XIRR of 30.37%, low max drawdown of -9.30%, great balance of growth and stability.
Nippon India Value Fund: 5-year XIRR of 30.32%, moderate risk profile with max drawdown of -12.18%, suitable for balanced investors.
Aditya Birla Sun Life Pure Value Fund: 5-year XIRR at 28.70%, higher volatility, fits aggressive investors with high-risk tolerance.
Quant Infrastructure Fund: Leads with a 5-year XIRR of 40.22%, high volatility (standard deviation 17.49%), suitable for aggressive investors.
ICICI Prudential Infrastructure Fund: 5-year XIRR of 40.12%, exceptional Sharpe Ratio of 2.08, low volatility with a max drawdown of -6.68%.
Bandhan Infrastructure Fund: Strong 5-year XIRR at 39.67%, Sharpe Ratio 1.54, moderate volatility, appealing for balanced risk seekers.
DSP India T.I.G.E.R. Fund: 5-year XIRR of 39.07%, solid Sharpe Ratio of 1.79, lower max drawdown of -7.78%, ideal for conservative investors.
LIC MF Infrastructure Fund: 5-year XIRR at 38.52%, high Sharpe Ratio 1.87, low standard deviation of 13.87%, great for stability-focused investors.
Motilal Oswal Large and Midcap Fund: Highest 5-year XIRR at 33.72%, strong Sharpe Ratio of 1.39, moderate volatility.
Quant Large & Mid Cap Fund: 5-year XIRR of 30.52%, higher risk with a standard deviation of 15.32%, suitable for aggressive investors.
Bandhan Core Equity Fund: 5-year XIRR of 30.35%, excellent Sharpe Ratio of 1.40, balanced risk profile.
UTI Large & Mid Cap Fund: 5-year XIRR of 29.41%, moderate risk with standard deviation of 13.01%, resilient in downturns.
ICICI Prudential Large & Mid Cap Fund: 5-year XIRR of 29.28%, low volatility (standard deviation of 11.78%), and low max drawdown of -7.36%, ideal for conservative investors.