Ranking Date: 29-Nov-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

Motilal Oswal Elss Tax Saver Fund

1 | 51.18% 29.09% 24.18% 17.34% % 53.00% 30.66% 25.76% 18.83% % 14.08% -15.29% -14.63% 10.47% 0.95 0.73 1.30

Sbi Long Term Equity Fund

2 | 32.96% 25.91% 24.21% 16.21% 14.86% 33.86% 26.75% 25.02% 16.98% 15.60% 13.90% -9.57% -14.86% 8.73% 0.99 0.66 1.23

Hdfc Taxsaver

3 | 24.55% 23.31% 20.59% 13.24% 12.76% 25.32% 24.06% 21.31% 13.94% 13.45% 12.00% -6.28% -14.39% 7.99% 0.87 0.66 1.22

Hsbc Tax Saver Equity Fund

4 | 36.11% 20.55% 19.93% 13.31% 13.74% 37.29% 21.84% 21.31% 14.53% 14.84% 13.08% -12.73% -15.31% 5.61% 0.88 0.48 0.91

Dsp Elss Tax Saver Fund

5 | 27.57% 20.54% 21.10% 15.80% 16.03% 28.75% 21.67% 22.25% 16.91% 17.11% 13.37% -10.82% -16.89% 4.09% 0.96 0.49 0.92

Quantum Elss Tax Saver Fund

6 | 25.49% 19.56% 18.32% 12.75% % 26.89% 20.49% 19.10% 13.39% 12.89% 11.82% -7.14% -14.05% 7.21% 0.89 0.53 0.98

Jm Elss Tax Saver Fund

7 | 31.40% 20.78% 21.39% 16.45% 15.82% 33.05% 22.05% 22.52% 17.48% 17.10% 14.37% -13.68% -15.55% 3.88% 0.98 0.48 0.87

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

Tata Small Cap Fund

1 | 36.64% 26.69% 32.45% % % 38.58% 28.79% 34.73% % % 13.50% -11.09% -11.09% 12.89% 0.60 0.73 1.34

Bandhan Small Cap Fund

2 | 49.08% 30.65% % % % 51.22% 32.63% % % % 16.80% -16.15% -14.78% % 0.71 1.27

Nippon India Small Cap Fund

3 | 31.10% 29.29% 35.80% 20.79% 22.31% 32.12% 30.39% 36.97% 21.89% 23.48% 14.92% -10.63% -14.25% 13.40% 0.72 0.78 1.39

Invesco India Smallcap Fund

4 | 41.55% 28.25% 32.46% % % 43.57% 30.14% 34.49% % % 14.55% -15.10% -15.62% 7.48% 0.74 0.67 1.23

Iti Small Cap Fund

5 | 39.67% 26.03% % % % 42.07% 28.37% % % % 14.77% -18.23% -16.90% 10.10% 0.68 0.60 1.15

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 | 58.39% 36.68% 33.12% 21.81% 20.61% 60.13% 38.21% 34.68% 23.26% 22.08% 15.42% -9.07% -15.46% 15.99% 0.77 1.06 1.71

Edelweiss Mid Cap Fund

2 | 43.08% 27.47% 30.40% 18.95% % 45.05% 29.35% 32.35% 20.72% % 14.52% -12.36% -16.49% 5.28% 0.84 0.72 1.24

Kotak Emerging Equity Fund

3 | 36.96% 24.34% 27.32% 18.24% 18.72% 38.46% 25.80% 28.86% 19.67% 20.24% 13.31% -9.66% -15.63% 4.48% 0.75 0.64 1.14

Hdfc Mid Cap Opportunities Fund

4 | 31.74% 29.45% 29.03% 18.04% 18.27% 32.62% 30.34% 29.91% 18.94% 19.24% 13.69% -9.43% -16.06% 7.98% 0.81 0.82 1.45

Nippon India Growth Fund

5 | 31.39% 27.66% 29.19% 19.37% 18.39% 32.46% 28.67% 30.18% 20.25% 19.27% 14.36% -9.88% -17.42% 5.59% 0.85 0.73 1.28

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 | 21.99% 22.01% 19.32% 14.70% 14.11% 23.07% 23.07% 20.34% 15.71% 15.16% 12.60% -7.75% -14.66% 19.66% 0.02 0.58 1.06

Dsp Top 100 Equity Fund

2 | 22.90% 17.30% 14.50% 12.05% 11.14% 23.91% 18.24% 15.41% 12.90% 11.95% 12.80% -12.04% -16.06% 15.06% 0.04 0.41 0.76

Icici Prudential Bluechip Fund

3 | 20.42% 18.39% 18.35% 14.34% 13.70% 21.11% 19.10% 19.07% 15.11% 14.56% 11.69% -8.34% -12.37% 5.97% 0.75 0.47 0.91

Bandhan Large Cap Fund

4 | 20.71% 15.27% 16.58% 12.71% 11.76% 22.13% 16.69% 17.98% 13.98% 13.13% 13.28% -12.87% -13.85% 13.44% 0.01 0.29 0.54

Canara Robeco Bluechip Equity Fund

5 | 20.72% 14.84% 17.16% 15.05% 13.47% 22.16% 16.35% 18.80% 16.59% 14.90% 11.76% -11.15% -13.47% 13.28% 0.01 0.30 0.58

Jm Large Cap Fund

6 | 19.71% 17.51% 17.56% 13.30% 11.26% 21.42% 18.65% 18.75% 14.48% 12.54% 12.89% -10.56% -14.64% 4.61% 0.95 0.42 0.77
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

Motilal Oswal Large And Midcap Fund

1 | 49.54% 29.36% 26.87% % % 51.52% 31.21% 28.84% % % 14.07% -17.05% -15.77% 8.28% 0.93 0.69 1.27

Bandhan Core Equity Fund

2 | 33.06% 25.24% 23.25% 15.92% 15.79% 34.62% 26.72% 24.72% 17.35% 17.36% 13.73% -10.96% -15.87% 6.47% 0.95 0.63 1.21

Uti Large & Mid Cap Fund

3 | 31.59% 22.87% 23.38% 15.19% 14.12% 32.73% 23.78% 24.17% 15.90% 14.79% 13.32% -10.15% -13.55% 4.35% 0.92 0.57 1.05

Invesco India Large & Mid Cap Fund

4 | 42.20% 24.10% 21.58% 16.80% 16.02% 43.87% 25.63% 23.10% 18.28% 17.67% 13.95% -13.97% -17.82% 4.19% 0.95 0.53 1.03

Nippon India Vision Fund

5 | 30.17% 22.00% 21.22% 12.69% 12.79% 30.82% 22.61% 21.83% 13.29% 13.44% 12.86% -10.43% -14.49% 3.87% 0.90 0.53 1.03

Hsbc Large & Mid Cap Fund

6 | 42.41% 22.78% 22.18% % % 43.86% 24.32% 23.92% % % 13.47% -14.69% -16.08% 3.63% 0.89 0.50 0.96

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

Jm Flexicap Fund

1 | 37.15% 27.76% 24.06% 18.45% 17.25% 39.21% 29.20% 25.29% 19.56% 18.55% 13.56% -8.82% -10.95% 11.35% 0.93 0.86 1.38

Hdfc Flexi Cap Fund

2 | 26.26% 25.60% 22.43% 16.22% 14.78% 27.13% 26.44% 23.21% 17.00% 15.61% 12.19% -6.00% -13.09% 10.65% 0.86 0.77 1.40

Motilal Oswal Flexi Cap Fund

3 | 46.15% 24.01% 18.26% 12.71% 15.38% 47.41% 25.07% 19.31% 13.72% 16.43% 13.83% -13.74% -18.32% 8.02% 0.86 0.53 1.06

Bank Of India Flexi Cap Fund

4 | 34.31% 23.82% % % % 36.32% 25.72% % % % 15.04% -15.36% -18.31% 5.95% 1.02 0.55 1.00

Icici Prudential Flexicap Fund

5 | 24.57% 20.41% % % % 25.85% 21.86% % % % 11.82% -6.77% -11.19% 6.46% 0.82 0.57 1.06

Edelweiss Flexi Cap Fund

6 | 29.64% 19.83% 20.11% 14.74% % 31.67% 21.81% 22.15% 16.64% % 13.45% -12.00% -15.71% 3.37% 0.97 0.46 0.88

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 Multi Cap Fund

1 | 29.88% 27.49% 24.29% 16.97% 14.84% 30.94% 28.46% 25.20% 17.82% 15.68% 13.40% -8.74% -15.45% 11.41% 0.90 0.78 1.37

Kotak Multicap Fund

2 | 32.32% 27.15% % % % 34.03% 29.08% % % % 14.55% -9.63% -18.31% 6.83% 0.99 0.65 1.23

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 | 26.32% 25.94% 22.53% 13.98% 13.83% 27.82% 27.59% 24.02% 15.27% 15.09% 11.06% -5.26% -12.81% 12.37% 0.78 0.86 1.59

Invesco India Focused Fund

2 | 45.47% 22.86% % % % 47.46% 24.67% % % % 14.71% -17.59% -16.52% 4.24% 0.98 0.46 0.87

Jm Focused Fund

3 | 27.27% 22.42% 16.60% 12.51% 13.43% 29.12% 23.72% 17.94% 13.90% 14.93% 13.02% -10.73% -14.57% 9.47% 0.89 0.58 1.05

Icici Prudential Focused Equity Fund

4 | 29.75% 21.68% 23.95% 16.26% 13.89% 31.30% 23.20% 25.47% 17.61% 15.24% 13.11% -8.95% -15.72% 5.54% 0.92 0.52 1.00

Bandhan Focused Equity Fund

5 | 33.46% 19.24% 18.22% 11.80% 12.51% 35.20% 20.81% 19.80% 13.35% 14.15% 13.73% -13.63% -14.12% 3.13% 0.91 0.45 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

Jm Value Fund

1 | 29.33% 26.64% 24.41% 16.97% 17.52% 31.04% 27.77% 25.40% 17.86% 18.66% 14.71% -12.45% -14.22% 11.79% 0.92 0.74 1.23

Icici Prudential Value Discovery Fund

2 | 23.31% 23.48% 25.23% 17.08% 15.22% 24.00% 24.15% 25.92% 17.79% 16.11% 11.46% -5.93% -10.88% 3.30% 0.55 0.77 1.37

Axis Value Fund

3 | 31.47% 22.56% % % % 33.33% 24.33% % % % 14.16% -14.09% -16.03% 6.14% 1.00 0.54 0.99

Tata Equity P/E Fund

4 | 25.00% 22.36% 20.16% 13.97% 15.06% 26.23% 23.59% 21.47% 15.29% 16.24% 13.34% -8.59% -15.43% 8.53% 0.99 0.57 1.06

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 | 54.75% 34.62% 27.55% 18.67% 15.73% 56.49% 36.13% 29.05% 19.99% 17.05% 14.25% -7.41% -11.36% 16.42% 0.73 1.18 1.68

Dsp India T.I.G.E.R. Fund

2 | 39.70% 33.04% 28.81% 17.86% 17.19% 41.03% 34.22% 29.84% 18.73% 17.99% 15.15% -7.78% -17.19% 31.43% 0.01 0.93 1.60

Canara Robeco Infrastructure

3 | 40.15% 29.90% 28.89% 16.81% 16.42% 41.97% 31.52% 30.35% 18.06% 17.59% 15.38% -9.26% -13.52% 11.83% 0.81 0.85 1.39

Kotak Infrastructure & Economic Reform Fund

4 | 38.10% 29.78% 28.19% 16.41% % 40.03% 31.63% 29.94% 17.99% % 13.43% -7.23% -13.58% % 0.81 1.49

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 Consumption Opportunities Fund

1 | 26.12% 23.37% 23.14% 15.60% 16.29% 27.49% 24.70% 24.46% 16.89% 17.54% 12.91% -7.71% -12.91% 7.60% 0.74 0.57 1.10

Tata India Consumer Fund

2 | 29.35% 21.97% 21.68% 14.44% % 31.01% 23.54% 23.31% 16.06% % 14.46% -11.79% -16.34% 3.17% 0.91 0.48 0.88

Sundaram Consumption Fund

3 | 22.84% 20.75% 18.12% 11.82% 14.70% 23.91% 21.83% 19.15% 12.76% 15.59% 13.85% -9.10% -11.06% 5.46% 0.87 0.49 0.88

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 Financial Services Fund

1 | 21.78% 20.90% 14.79% 13.41% 14.35% 23.41% 22.54% 16.29% 14.98% 16.09% 14.42% -14.36% -19.69% 8.38% 0.89 0.42 0.78

Sbi Banking & Financial Services Fund

2 | 21.43% 18.39% 13.61% 14.00% % 22.78% 19.76% 14.94% 15.34% % 13.41% -11.35% -18.11% 7.34% 0.84 0.39 0.73

Baroda Bnp Paribas Banking & Financial Services Fund

3 | 13.64% 17.40% 10.73% 11.05% 10.32% 15.15% 18.71% 11.84% 12.07% 11.31% 14.41% -12.08% -17.15% 4.78% 0.94 0.35 0.58