| 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 | | 32.77% | 21.57% | 21.38% | 15.68% | % | 34.36% | 23.05% | 22.92% | 17.14% | % | 14.21% | -16.39% | -14.63% | 12.72% | 0.94 | 0.73 | 1.31 |
| Sbi Long Term Equity Fund |
2 | | 22.40% | 20.99% | 22.86% | 15.32% | 14.06% | 23.23% | 21.80% | 23.65% | 16.08% | 14.80% | 14.05% | -9.97% | -14.86% | 8.85% | 0.99 | 0.61 | 1.12 |
| Hdfc Taxsaver |
3 | | 17.52% | 18.83% | 19.64% | 12.53% | 12.16% | 18.24% | 19.55% | 20.36% | 13.23% | 12.86% | 12.22% | -6.80% | -14.39% | 7.82% | 0.87 | 0.58 | 1.08 |
| Hsbc Tax Saver Equity Fund |
4 | | 25.07% | 14.36% | 18.04% | 12.18% | 12.64% | 26.17% | 15.57% | 19.39% | 13.39% | 13.73% | 13.15% | -13.85% | -15.31% | 5.67% | 0.88 | 0.42 | 0.79 |
| Taurus Elss Tax Saver Fund |
5 | | 13.82% | 14.34% | 16.30% | 12.43% | 12.55% | 14.51% | 15.08% | 17.11% | 13.20% | 13.44% | 11.67% | -8.60% | -14.97% | 7.47% | 0.75 | 0.47 | 0.90 |
| Quantum Elss Tax Saver Fund |
6 | | 17.47% | 15.08% | 17.35% | 11.70% | % | 18.76% | 16.00% | 18.14% | 12.34% | 12.43% | 12.00% | -7.33% | -14.05% | 7.19% | 0.89 | 0.46 | 0.84 |
| Parag Parikh Elss Tax Saver Fund |
7 | | 15.90% | 15.02% | 21.72% | % | % | 17.18% | 16.41% | 23.21% | % | % | 10.05% | -8.08% | -13.07% | 6.93% | 0.66 | 0.49 | 0.94 |
| 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 | | 24.03% | 20.38% | 28.91% | % | % | 25.78% | 22.36% | 31.12% | % | % | 13.79% | -12.27% | -13.22% | 11.52% | 0.61 | 0.61 | 1.12 |
| Bandhan Small Cap Fund |
2 | | 31.17% | 23.24% | % | % | % | 33.03% | 25.11% | % | % | % | 16.90% | -17.20% | -14.78% | % | 0.62 | 1.11 | |
| Nippon India Small Cap Fund |
3 | | 18.54% | 21.31% | 31.75% | 18.97% | 20.57% | 19.45% | 22.34% | 32.88% | 20.06% | 21.72% | 14.96% | -11.99% | -14.25% | 11.42% | 0.72 | 0.65 | 1.16 |
| Invesco India Smallcap Fund |
4 | | 26.15% | 20.87% | 28.29% | % | % | 27.95% | 22.66% | 30.26% | % | % | 14.60% | -15.72% | -15.62% | 8.06% | 0.76 | 0.63 | 1.16 |
| Iti Small Cap Fund |
5 | | 23.52% | 21.37% | % | % | % | 25.61% | 23.61% | % | % | % | 14.86% | -18.88% | -16.90% | 11.06% | 0.70 | 0.58 | 1.12 |
| 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 | | 37.21% | 28.50% | 29.27% | 20.51% | 18.61% | 38.70% | 29.93% | 30.78% | 21.94% | 20.05% | 15.58% | -9.20% | -15.46% | 15.46% | 0.78 | 1.01 | 1.65 |
| Hdfc Mid Cap Opportunities Fund |
2 | | 20.64% | 23.40% | 26.28% | 16.88% | 17.20% | 21.44% | 24.25% | 27.15% | 17.76% | 18.15% | 13.73% | -9.43% | -16.06% | 7.97% | 0.81 | 0.80 | 1.40 |
| Edelweiss Mid Cap Fund |
3 | | 29.50% | 21.66% | 27.45% | 17.29% | % | 31.27% | 23.45% | 29.35% | 19.04% | % | 14.59% | -12.97% | -16.49% | 5.48% | 0.82 | 0.68 | 1.17 |
| Kotak Emerging Equity Fund |
4 | | 25.59% | 18.40% | 24.18% | 16.94% | 17.37% | 26.95% | 19.78% | 25.68% | 18.35% | 18.87% | 13.39% | -10.46% | -15.63% | 4.23% | 0.75 | 0.61 | 1.08 |
| Sundaram Mid Cap Fund |
5 | | 22.49% | 20.35% | 21.53% | 13.13% | 14.79% | 23.52% | 21.39% | 22.56% | 14.06% | 15.62% | 14.32% | -12.29% | -14.85% | 4.13% | 0.84 | 0.65 | 1.14 |
| 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 | | 15.05% | 17.19% | 18.36% | 13.71% | 13.27% | 16.08% | 18.21% | 19.37% | 14.71% | 14.31% | 12.70% | -7.75% | -14.66% | 8.37% | 0.92 | 0.52 | 0.95 |
| Dsp Top 100 Equity Fund |
2 | | 18.43% | 13.50% | 13.86% | 11.50% | 10.49% | 19.41% | 14.41% | 14.76% | 12.35% | 11.30% | 13.01% | -13.19% | -16.06% | 3.88% | 0.91 | 0.33 | 0.60 |
| Icici Prudential Bluechip Fund |
3 | | 13.56% | 14.04% | 17.57% | 13.66% | 13.15% | 14.22% | 14.72% | 18.29% | 14.42% | 14.01% | 11.90% | -8.52% | -12.37% | 6.16% | 0.76 | 0.39 | 0.74 |
| Invesco India Largecap Fund |
4 | | 15.67% | 11.11% | 16.21% | 13.00% | 12.27% | 17.26% | 12.72% | 17.82% | 14.65% | 14.01% | 13.49% | -14.92% | -17.15% | 1.94% | 1.01 | 0.25 | 0.47 |
| Hdfc Top 100 Fund |
5 | | 9.05% | 14.06% | 16.27% | 12.24% | 11.72% | 9.70% | 14.74% | 16.95% | 12.93% | 12.44% | 12.67% | -8.82% | -14.30% | 5.84% | 0.81 | 0.37 | 0.71 |
| Bandhan Large Cap Fund |
6 | | 12.70% | 10.48% | 15.40% | 11.77% | 11.11% | 14.03% | 11.82% | 16.79% | 13.03% | 12.48% | 13.42% | -14.19% | -13.85% | 1.43% | 0.95 | 0.24 | 0.44 |
| 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 | | 33.76% | 22.10% | 23.85% | % | % | 35.51% | 23.83% | 25.77% | % | % | 14.26% | -18.09% | -15.77% | 10.47% | 0.91 | 0.70 | 1.29 |
| Bandhan Core Equity Fund |
2 | | 20.68% | 19.17% | 21.30% | 14.64% | 14.90% | 22.10% | 20.58% | 22.75% | 16.05% | 16.46% | 13.83% | -11.44% | -15.87% | 5.92% | 0.96 | 0.57 | 1.08 |
| Uti Large & Mid Cap Fund |
3 | | 21.71% | 17.62% | 21.26% | 14.02% | 13.14% | 22.78% | 18.51% | 22.05% | 14.73% | 13.81% | 13.41% | -10.56% | -13.55% | 4.57% | 0.92 | 0.53 | 0.97 |
| Invesco India Large & Mid Cap Fund |
4 | | 27.40% | 17.76% | 19.41% | 15.44% | 14.87% | 28.89% | 19.21% | 20.91% | 16.90% | 16.51% | 14.05% | -15.07% | -17.82% | 4.60% | 0.94 | 0.49 | 0.96 |
| Hsbc Large & Mid Cap Fund |
5 | | 26.45% | 15.19% | 19.12% | % | % | 27.73% | 16.61% | 20.82% | % | % | 13.55% | -15.76% | -16.08% | 4.11% | 0.89 | 0.46 | 0.89 |
| Nippon India Vision Fund |
6 | | 20.58% | 16.78% | 19.67% | 11.81% | 11.83% | 21.18% | 17.37% | 20.27% | 12.40% | 12.47% | 12.99% | -11.46% | -14.49% | 3.58% | 0.91 | 0.47 | 0.91 |
| 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 | | 26.08% | 21.64% | 22.74% | 17.65% | 16.32% | 27.95% | 23.03% | 23.97% | 18.75% | 17.61% | 13.69% | -10.05% | -10.95% | 11.76% | 0.92 | 0.80 | 1.28 |
| Hdfc Flexi Cap Fund |
2 | | 19.54% | 20.16% | 21.58% | 15.15% | 14.17% | 20.35% | 20.96% | 22.35% | 15.92% | 15.00% | 12.22% | -6.00% | -13.09% | 10.58% | 0.86 | 0.70 | 1.27 |
| Motilal Oswal Flexi Cap Fund |
3 | | 29.67% | 17.57% | 16.40% | 11.33% | 13.94% | 30.79% | 18.58% | 17.43% | 12.33% | 14.97% | 13.97% | -14.80% | -18.32% | 9.47% | 0.85 | 0.52 | 1.04 |
| Bank Of India Flexi Cap Fund |
4 | | 21.43% | 17.35% | % | % | % | 23.28% | 19.12% | % | % | % | 15.09% | -16.23% | -18.31% | 5.13% | 1.02 | 0.46 | 0.84 |
| None |
5 | | % | % | % | % | % | % | % | % | % | % | 11.08% | -14.65% | -13.80% | 5.34% | 0.71 | 0.37 | 0.78 |
| Icici Prudential Flexicap Fund |
6 | | 17.77% | 16.21% | % | % | % | 18.87% | 17.58% | % | % | % | 12.00% | -8.14% | -11.19% | 6.26% | 0.83 | 0.50 | 0.92 |
| 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 | | 19.47% | 21.64% | 22.45% | 15.48% | 13.83% | 20.44% | 22.57% | 23.35% | 16.31% | 14.67% | 13.52% | -8.74% | -15.45% | 11.67% | 0.90 | 0.73 | 1.27 |
| Axis Multicap Fund |
2 | | 25.20% | 18.85% | % | % | % | 26.56% | 20.44% | % | % | % | 13.67% | -14.71% | -14.42% | 5.12% | 0.89 | 0.51 | 0.95 |
| Kotak Multicap Fund |
3 | | 19.55% | 21.40% | % | % | % | 21.09% | 23.23% | % | % | % | 14.65% | -9.77% | -18.31% | 7.20% | 0.99 | 0.60 | 1.13 |
| 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 | | 20.31% | 20.68% | 21.46% | 13.24% | 13.35% | 21.72% | 22.25% | 22.94% | 14.52% | 14.60% | 11.25% | -5.26% | -12.81% | 11.40% | 0.79 | 0.75 | 1.37 |
| Jm Focused Fund |
2 | | 14.78% | 15.75% | 14.97% | 11.58% | 12.50% | 16.50% | 16.99% | 16.29% | 12.97% | 13.99% | 13.14% | -11.57% | -14.57% | 9.86% | 0.88 | 0.53 | 0.95 |
| Invesco India Focused Fund |
3 | | 29.08% | 16.32% | % | % | % | 30.84% | 18.02% | % | % | % | 14.85% | -18.54% | -16.52% | 5.65% | 0.98 | 0.44 | 0.84 |
| Bandhan Focused Equity Fund |
4 | | 22.77% | 13.60% | 16.46% | 10.96% | 11.73% | 24.37% | 15.10% | 18.02% | 12.49% | 13.36% | 13.82% | -15.06% | -14.12% | 4.01% | 0.86 | 0.40 | 0.68 |
| Icici Prudential Focused Equity Fund |
5 | | 20.12% | 16.62% | 22.17% | 15.39% | 13.13% | 21.56% | 18.09% | 23.68% | 16.73% | 14.47% | 13.26% | -9.45% | -15.72% | 5.58% | 0.92 | 0.47 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Value Fund |
1 | | 22.93% | 18.45% | % | % | % | 24.58% | 20.12% | % | % | % | 14.30% | -14.91% | -16.03% | 6.77% | 1.00 | 0.49 | 0.91 |
| Jm Value Fund |
2 | | 14.19% | 20.60% | 22.43% | 15.89% | 16.39% | 15.71% | 21.69% | 23.41% | 16.77% | 17.53% | 14.89% | -13.69% | -14.22% | 11.30% | 0.92 | 0.66 | 1.10 |
| None |
3 | | % | % | % | % | % | % | % | % | % | % | 11.54% | -7.51% | -10.88% | 4.13% | 0.52 | 0.67 | 1.20 |
| Tata Equity P/E Fund |
4 | | 16.03% | 17.51% | 18.80% | 12.90% | 14.13% | 17.17% | 18.69% | 20.09% | 14.21% | 15.31% | 13.52% | -9.70% | -15.43% | 8.86% | 0.99 | 0.51 | 0.94 |
| 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 | | 37.07% | 26.58% | 25.03% | 17.21% | 14.64% | 38.68% | 28.01% | 26.51% | 18.52% | 15.95% | 14.31% | -7.41% | -11.36% | 16.83% | 0.73 | 1.15 | 1.63 |
| Kotak Infrastructure & Economic Reform Fund |
2 | | 23.12% | 22.96% | 24.96% | 15.01% | % | 24.84% | 24.71% | 26.67% | 16.57% | % | 13.51% | -7.23% | -13.58% | % | 0.78 | 1.43 | |
| Canara Robeco Infrastructure |
3 | | 26.88% | 22.98% | 26.46% | 15.97% | 14.95% | 28.52% | 24.52% | 27.89% | 17.21% | 16.11% | 15.50% | -9.26% | -13.52% | 10.54% | 0.82 | 0.76 | 1.23 |
| Dsp India T.I.G.E.R. Fund |
4 | | 23.49% | 25.91% | 26.17% | 16.36% | 15.86% | 24.69% | 27.03% | 27.18% | 17.22% | 16.66% | 15.44% | -7.78% | -17.19% | 18.81% | 0.95 | 0.84 | 1.44 |
| 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 | | 15.99% | 18.10% | 20.88% | 14.42% | 15.50% | 17.26% | 19.37% | 22.18% | 15.70% | 16.74% | 12.89% | -7.79% | -12.91% | 8.34% | 0.73 | 0.57 | 1.09 |
| Tata India Consumer Fund |
2 | | 19.58% | 17.00% | 19.29% | 13.52% | % | 21.11% | 18.51% | 20.88% | 15.13% | % | 14.50% | -12.14% | -16.34% | 3.45% | 0.91 | 0.46 | 0.85 |
| Sundaram Consumption Fund |
3 | | 15.63% | 16.01% | 16.16% | 11.13% | 13.59% | 16.64% | 17.04% | 17.17% | 12.07% | 14.48% | 13.91% | -9.10% | -11.06% | 6.36% | 0.86 | 0.46 | 0.83 |
| 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 | | 15.34% | 15.26% | 13.71% | 12.35% | 13.19% | 16.88% | 16.83% | 15.20% | 13.91% | 14.91% | 14.20% | -14.36% | -19.69% | 8.76% | 0.89 | 0.41 | 0.77 |
| Sbi Banking & Financial Services Fund |
2 | | 15.90% | 13.51% | 12.59% | 12.76% | % | 17.19% | 14.81% | 13.90% | 14.09% | % | 13.28% | -11.35% | -18.11% | 7.07% | 0.85 | 0.36 | 0.67 |
| Baroda Bnp Paribas Banking & Financial Services Fund |
3 | | 10.45% | 12.05% | 9.89% | 10.09% | 9.48% | 11.94% | 13.33% | 11.00% | 11.11% | 10.46% | 14.14% | -12.08% | -17.15% | 5.02% | 0.93 | 0.33 | 0.55 |