Use Landscape Mode
Ranked On: 28 March 2024
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 Bharat … | 1 | |
40.96% | 23.18% | 18.31% | % | % | 42.29% | 24.35% | 19.75% | % | % | 10.46% | -5.85% | -9.58% | 9.18% | 0.65 | 0.80 | 1.35 |
Nippon India Consumption… | 2 | |
41.30% | 25.52% | 23.14% | 15.42% | 15.69% | 42.99% | 27.04% | 24.40% | 16.54% | 16.73% | 12.25% | -7.88% | -10.56% | 7.97% | 0.78 | 0.78 | 1.26 |
Sbi Consumption Opportun… | 3 | |
33.17% | 25.16% | 20.44% | 16.99% | 17.52% | 34.63% | 26.51% | 21.73% | 18.28% | 18.75% | 11.05% | -6.99% | -12.04% | 11.88% | 0.60 | 0.83 | 1.43 |
Mahindra Manulife Rural … | 4 | |
37.90% | 19.62% | 15.70% | % | % | 40.17% | 21.58% | 17.64% | % | % | 11.30% | -7.99% | -12.07% | 5.99% | 0.73 | 0.56 | 0.97 |
Mirae Asset Great Consum… | 5 | |
36.07% | 22.03% | 19.60% | 17.19% | 17.79% | 38.06% | 23.90% | 21.49% | 18.98% | 19.50% | 12.26% | -7.90% | -11.39% | 3.12% | 0.85 | 0.63 | 1.00 |
Canara Robeco Consumer T… | 6 | |
36.27% | 20.43% | 20.51% | 17.16% | 18.16% | 37.96% | 22.02% | 22.08% | 18.68% | 19.55% | 12.49% | -10.26% | -12.75% | 4.12% | 0.86 | 0.52 | 0.86 |
Tata India Consumer Fund | 7 | |
38.75% | 21.10% | 18.44% | 15.88% | % | 40.52% | 22.69% | 20.06% | 17.56% | % | 13.17% | -11.79% | -13.26% | 1.38% | 0.89 | 0.49 | 0.86 |
Sundaram Consumption Fund | 8 | |
34.49% | 19.40% | 15.54% | 11.41% | 15.82% | 35.66% | 20.48% | 16.54% | 12.34% | 16.71% | 12.08% | -8.89% | -11.06% | 3.40% | 0.76 | 0.49 | 0.79 |
Aditya Birla Sun Life In… | 9 | |
31.80% | 19.14% | 18.35% | 15.34% | 18.01% | 33.22% | 20.51% | 19.73% | 16.67% | 19.32% | 12.10% | -10.31% | -12.18% | 1.93% | 0.85 | 0.47 | 0.81 |
Uti India Consumer Fund | 11 | |
34.74% | 18.01% | 16.16% | 12.43% | 12.30% | 35.96% | 18.88% | 16.90% | 13.12% | 12.98% | 12.40% | -11.98% | -14.03% | -1.54% | 0.86 | 0.36 | 0.65 |
Baroda Bnp Paribas India… | 12 | |
35.69% | % | % | % | % | 37.68% | % | % | % | % | % | % | % | % |
Return Calculated On: 17 May 2024
Ratios Calculated On: 28 March 2024
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life India Gennext Fund | 15816.0 | 13815.34 | 60872.4 | 48095.46 | 139308.0 | 100727.04 | 228051.6 | 159938.02 | 628548.0 | 291792.0 | 740298.78 | |
Baroda BNP Paribas India Consumption Fund | 16282.8 | 13984.49 | ||||||||||
Canara Robeco Consumer Trends Fund | 16352.4 | 14210.44 | 62877.6 | 50283.83 | 152472.0 | 106584.54 | 254469.6 | 172052.08 | 636504.0 | 316339.08 | ||
ICICI Prudential Bharat Consumption Fund | 16915.2 | 14217.91 | 67291.2 | 52137.86 | 139098.0 | 106713.18 | ||||||
Mahindra Manulife Rural Bharat And Consumption Yojana | 16548.0 | 14317.33 | 61617.6 | 50739.3 | 124392.0 | 102216.12 | ||||||
Mirae Asset Great Consumer Fund | 16328.4 | 14002.73 | 65412.0 | 50849.46 | 146832.0 | 107424.9 | 254998.8 | 170043.38 | 616992.0 | 311609.88 | ||
Nippon India Consumption Fund | 16956.0 | 14428.73 | 71186.4 | 52632.36 | 169908.0 | 116222.34 | 229185.6 | 184743.47 | 515592.0 | 308134.32 | 672353.28 | |
SBI Consumption Opportunities Fund | 15980.4 | 13832.95 | 70588.8 | 51225.37 | 152040.0 | 113405.22 | 252000.0 | 174646.58 | 603216.0 | 313751.52 | ||
Sundaram Consumption Fund | 16138.8 | 13612.32 | 61279.2 | 48644.39 | 123552.0 | 98149.02 | 178936.8 | 147336.92 | 521412.0 | 261621.48 | None | |
Tata India Consumer Fund | 16650.0 | 14049.23 | 63939.6 | 50315.58 | 139854.0 | 103736.52 | 235754.4 | 159534.4 | ||||
UTI India Consumer Fund | 16168.8 | 14189.42 | 59162.4 | 47880.47 | 126870.0 | 95966.34 | 190713.6 | 146428.63 | 382788.0 | 243845.16 | 504597.96 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life India Gennext Fund | 15986.4 | 13898.92 | 62996.4 | 48991.1 | 147648.0 | 104168.04 | 247203.6 | 167644.51 | 701808.0 | 313093.68 | ||
Baroda BNP Paribas India Consumption Fund | 16521.6 | 14100.53 | ||||||||||
Canara Robeco Consumer Trends Fund | 16555.2 | 14308.86 | 65394.0 | 51360.88 | 162672.0 | 110749.62 | 278485.2 | 181576.75 | 715344.0 | 341851.2 | ||
ICICI Prudential Bharat Consumption Fund | 17074.8 | 14297.0 | 69217.2 | 52920.29 | 147780.0 | 110029.86 | ||||||
Mahindra Manulife Rural Bharat And Consumption Yojana | 16820.4 | 14451.85 | 64702.8 | 52125.98 | 135210.0 | 107131.02 | ||||||
Mirae Asset Great Consumer Fund | 16567.2 | 14117.48 | 68468.4 | 52131.89 | 158796.0 | 112397.64 | 283458.0 | 181170.61 | 712920.0 | 341915.76 | ||
Nippon India Consumption Fund | 17158.8 | 14530.12 | 73807.2 | 53708.87 | 178746.0 | 120193.2 | 245179.2 | 192912.8 | 563712.0 | 326530.2 | ||
SBI Consumption Opportunities Fund | 16155.6 | 13917.76 | 72892.8 | 52164.11 | 160356.0 | 117108.9 | 272034.0 | 182527.3 | 669360.0 | 334999.32 | ||
Sundaram Consumption Fund | 16279.2 | 13679.33 | 62949.6 | 49362.37 | 128952.0 | 100654.38 | 189680.4 | 152397.76 | 562800.0 | 274839.0 | ||
Tata India Consumer Fund | 16862.4 | 14150.36 | 66484.8 | 51390.5 | 149676.0 | 107793.24 | 260702.4 | 168580.94 | ||||
UTI India Consumer Fund | 16315.2 | 14265.5 | 60487.2 | 48518.96 | 130974.0 | 97938.9 | 199147.2 | 150351.35 | 406644.0 | 252965.16 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life India Gennext Fund |
-12.18 | -10.31 | -3.34 | 12.10 | 7.91 |
Baroda Bnp Paribas India Consumption Fund |
|||||
Canara Robeco Consumer Trends Fund |
-12.75 | -10.26 | -3.54 | 12.49 | 7.85 |
None |
-9.09 | -5.06 | -3.13 | 10.43 | 6.60 |
Icici Prudential Bharat Consumption Fund |
-9.58 | -5.85 | -2.32 | 10.46 | 7.15 |
Mahindra Manulife Rural Bharat And Consumption Yojana |
-12.07 | -7.99 | -3.96 | 11.30 | 7.33 |
Mirae Asset Great Consumer Fund |
-11.39 | -7.90 | -3.63 | 12.26 | 7.70 |
Nippon India Consumption Fund |
-10.56 | -7.88 | -4.06 | 12.25 | 8.08 |
Sbi Consumption Opportunities Fund |
-12.04 | -6.99 | -3.31 | 11.05 | 7.68 |
Sundaram Consumption Fund |
-11.06 | -8.89 | -5.30 | 12.08 | 7.54 |
Tata India Consumer Fund |
-13.26 | -11.79 | -4.11 | 13.17 | 8.78 |
Uti India Consumer Fund |
-14.03 | -11.98 | -4.52 | 12.40 | 8.14 |
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 India Gennext Fund |
0.81
|
0.47
|
0.89
|
0.41
|
1.93
|
0.85 |
0.87
|
|
1.53
|
-0.7671
|
Baroda Bnp Paribas India Consumption Fund |
|
|
|
|
|
|
|
|
|
|
Canara Robeco Consumer Trends Fund |
0.86
|
0.52
|
0.94
|
0.44
|
4.12
|
0.86 |
0.80
|
|
1.56
|
1.7928
|
None |
0.88
|
0.53
|
1.15
|
0.42
|
4.33
|
0.72 |
0.86
|
|
1.61
|
-0.4510
|
Icici Prudential Bharat Consumption Fund |
1.35
|
0.80
|
1.43
|
0.39
|
9.18
|
0.65 |
0.70
|
|
2.10
|
2.2173
|
Mahindra Manulife Rural Bharat And Consumption Yojana |
0.97
|
0.56
|
1.07
|
0.43
|
5.99
|
0.73 |
0.75
|
|
1.70
|
1.3915
|
Mirae Asset Great Consumer Fund |
1.00
|
0.63
|
1.16
|
0.41
|
3.12
|
0.85 |
0.88
|
|
1.74
|
0.1857
|
Nippon India Consumption Fund |
1.26
|
0.78
|
1.35
|
0.42
|
7.97
|
0.78 |
0.74
|
|
2.00
|
3.5901
|
Sbi Consumption Opportunities Fund |
1.43
|
0.83
|
1.44
|
0.38
|
11.88
|
0.60 |
0.54
|
|
2.17
|
3.9307
|
Sundaram Consumption Fund |
0.79
|
0.49
|
0.94
|
0.43
|
3.40
|
0.76 |
0.70
|
|
1.51
|
-0.9245
|
Tata India Consumer Fund |
0.86
|
0.49
|
0.90
|
0.43
|
1.38
|
0.89 |
0.82
|
|
1.60
|
-0.8663
|
Uti India Consumer Fund |
0.65
|
0.36
|
0.73
|
0.40
|
-1.54
|
0.86 |
0.87
|
|
1.37
|
-4.3778
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life India Gennext Fund |
0.78%
|
2.16%
|
4.75%
|
6.24%
|
15.03%
|
31.80%
|
19.14%
|
18.35%
|
15.34%
|
18.01%
|
%
|
Baroda BNP Paribas India Consumption Fund |
0.74%
|
2.03%
|
4.85%
|
5.69%
|
15.63%
|
35.69%
|
%
|
%
|
%
|
%
|
%
|
Canara Robeco Consumer Trends Fund |
0.57%
|
2.08%
|
4.75%
|
7.66%
|
18.33%
|
36.27%
|
20.43%
|
20.51%
|
17.16%
|
18.16%
|
%
|
ICICI Prudential Bharat Consumption Fund |
0.43%
|
1.49%
|
4.42%
|
4.94%
|
17.86%
|
40.96%
|
23.18%
|
18.31%
|
%
|
%
|
%
|
Mahindra Manulife Rural Bharat And Consumption Yojana |
0.85%
|
2.39%
|
5.32%
|
7.26%
|
19.35%
|
37.90%
|
19.62%
|
15.70%
|
%
|
%
|
%
|
Mirae Asset Great Consumer Fund |
1.16%
|
2.74%
|
5.02%
|
7.55%
|
14.69%
|
36.07%
|
22.03%
|
19.60%
|
17.19%
|
17.79%
|
%
|
Nippon India Consumption Fund |
0.73%
|
2.19%
|
6.10%
|
8.67%
|
20.47%
|
41.30%
|
25.52%
|
23.14%
|
15.42%
|
15.69%
|
%
|
SBI Consumption Opportunities Fund |
0.54%
|
2.30%
|
3.48%
|
5.44%
|
14.46%
|
33.17%
|
25.16%
|
20.44%
|
16.99%
|
17.52%
|
%
|
Sundaram Consumption Fund |
1.12%
|
2.42%
|
4.36%
|
4.50%
|
10.01%
|
34.49%
|
19.40%
|
15.54%
|
11.41%
|
15.82%
|
inf%
|
Tata India Consumer Fund |
0.98%
|
2.32%
|
4.76%
|
6.26%
|
15.19%
|
38.75%
|
21.10%
|
18.44%
|
15.88%
|
%
|
%
|
UTI India Consumer Fund |
1.03%
|
2.03%
|
5.42%
|
8.53%
|
18.09%
|
34.74%
|
18.01%
|
16.16%
|
12.43%
|
12.30%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life India Gennext Fund |
0.78%
|
2.17%
|
4.84%
|
6.53%
|
15.66%
|
33.22%
|
20.51%
|
19.73%
|
16.67%
|
19.32%
|
%
|
Baroda BNP Paribas India Consumption Fund |
0.75%
|
2.04%
|
4.97%
|
6.09%
|
16.49%
|
37.68%
|
%
|
%
|
%
|
%
|
%
|
Canara Robeco Consumer Trends Fund |
0.57%
|
2.09%
|
4.84%
|
7.98%
|
19.05%
|
37.96%
|
22.02%
|
22.08%
|
18.68%
|
19.55%
|
%
|
ICICI Prudential Bharat Consumption Fund |
0.49%
|
1.53%
|
4.54%
|
5.21%
|
18.47%
|
42.29%
|
24.35%
|
19.75%
|
%
|
%
|
%
|
Mahindra Manulife Rural Bharat And Consumption Yojana |
0.85%
|
2.41%
|
5.47%
|
7.70%
|
20.36%
|
40.17%
|
21.58%
|
17.64%
|
%
|
%
|
%
|
Mirae Asset Great Consumer Fund |
1.16%
|
2.76%
|
5.14%
|
7.93%
|
15.52%
|
38.06%
|
23.90%
|
21.49%
|
18.98%
|
19.50%
|
%
|
Nippon India Consumption Fund |
0.74%
|
2.20%
|
6.21%
|
9.02%
|
21.24%
|
42.99%
|
27.04%
|
24.40%
|
16.54%
|
16.73%
|
%
|
SBI Consumption Opportunities Fund |
0.54%
|
2.32%
|
3.57%
|
5.72%
|
15.08%
|
34.63%
|
26.51%
|
21.73%
|
18.28%
|
18.75%
|
%
|
Sundaram Consumption Fund |
1.13%
|
2.43%
|
4.44%
|
4.72%
|
10.49%
|
35.66%
|
20.48%
|
16.54%
|
12.34%
|
16.71%
|
%
|
Tata India Consumer Fund |
0.98%
|
2.33%
|
4.86%
|
6.59%
|
15.92%
|
40.52%
|
22.69%
|
20.06%
|
17.56%
|
%
|
%
|
UTI India Consumer Fund |
1.03%
|
2.04%
|
5.50%
|
8.81%
|
18.67%
|
35.96%
|
18.88%
|
16.90%
|
13.12%
|
12.98%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life India Gennext Fund |
29.17%
|
19.74%
|
20.84%
|
18.07%
|
16.93%
|
17.09%
|
Baroda BNP Paribas India Consumption Fund |
31.99%
|
%
|
%
|
%
|
%
|
%
|
Canara Robeco Consumer Trends Fund |
35.80%
|
22.94%
|
23.18%
|
20.12%
|
18.42%
|
%
|
ICICI Prudential Bharat Consumption Fund |
35.92%
|
25.59%
|
23.23%
|
%
|
%
|
%
|
Mahindra Manulife Rural Bharat And Consumption Yojana |
37.61%
|
23.60%
|
21.44%
|
%
|
%
|
%
|
Mirae Asset Great Consumer Fund |
32.30%
|
23.76%
|
23.50%
|
19.79%
|
18.14%
|
%
|
Nippon India Consumption Fund |
39.50%
|
26.28%
|
26.78%
|
22.12%
|
17.94%
|
15.99%
|
SBI Consumption Opportunities Fund |
29.46%
|
24.29%
|
25.76%
|
20.54%
|
18.27%
|
%
|
Sundaram Consumption Fund |
25.80%
|
20.55%
|
19.77%
|
15.76%
|
14.90%
|
%
|
Tata India Consumer Fund |
33.08%
|
22.99%
|
22.05%
|
18.00%
|
%
|
%
|
UTI India Consumer Fund |
35.44%
|
19.42%
|
18.85%
|
15.59%
|
13.58%
|
12.68%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life India Gennext Fund |
30.56%
|
21.06%
|
22.22%
|
19.39%
|
18.23%
|
%
|
Baroda BNP Paribas India Consumption Fund |
33.94%
|
%
|
%
|
%
|
%
|
%
|
Canara Robeco Consumer Trends Fund |
37.46%
|
24.49%
|
24.77%
|
21.63%
|
19.86%
|
%
|
ICICI Prudential Bharat Consumption Fund |
37.26%
|
26.68%
|
24.50%
|
%
|
%
|
%
|
Mahindra Manulife Rural Bharat And Consumption Yojana |
39.90%
|
25.57%
|
23.39%
|
%
|
%
|
%
|
Mirae Asset Great Consumer Fund |
34.23%
|
25.58%
|
25.39%
|
21.57%
|
19.86%
|
%
|
Nippon India Consumption Fund |
41.23%
|
27.78%
|
28.20%
|
23.34%
|
19.01%
|
%
|
SBI Consumption Opportunities Fund |
30.88%
|
25.62%
|
27.10%
|
21.78%
|
19.49%
|
%
|
Sundaram Consumption Fund |
26.91%
|
21.61%
|
20.81%
|
16.71%
|
15.81%
|
%
|
Tata India Consumer Fund |
34.78%
|
24.53%
|
23.64%
|
19.55%
|
%
|
%
|
UTI India Consumer Fund |
36.73%
|
20.37%
|
19.68%
|
16.33%
|
14.27%
|
%
|