| 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 | | 64.11% | 24.31% | 23.34% | 17.63% | % | 66.08% | 25.82% | 24.90% | 19.12% | % | 13.91% | -15.66% | -13.82% | 8.33% | 0.98 | 0.76 | 1.33 |
| Sbi Long Term Equity Fund |
2 | | 51.37% | 23.51% | 25.37% | 16.96% | 15.65% | 52.41% | 24.33% | 26.19% | 17.73% | 16.39% | 13.49% | -10.25% | -12.35% | 9.12% | 0.99 | 0.78 | 1.44 |
| Hdfc Taxsaver |
3 | | 43.85% | 21.58% | 21.90% | 14.12% | 13.61% | 44.73% | 22.33% | 22.63% | 14.83% | 14.30% | 11.46% | -6.28% | -11.74% | 8.90% | 0.86 | 0.85 | 1.48 |
| Jm Elss Tax Saver Fund |
4 | | 47.08% | 18.48% | 21.78% | 17.23% | 16.51% | 48.89% | 19.70% | 22.90% | 18.25% | 17.80% | 13.97% | -14.82% | -13.70% | 4.04% | 0.99 | 0.59 | 1.04 |
| Iti Elss Tax Saver Fund |
5 | | 46.22% | 16.76% | 18.77% | % | % | 48.90% | 19.02% | 21.21% | % | % | 12.70% | -17.77% | -11.90% | 3.62% | 0.89 | 0.57 | 0.98 |
| Dsp Elss Tax Saver Fund |
6 | | 45.08% | 17.65% | 22.04% | 16.61% | 16.82% | 46.42% | 18.76% | 23.20% | 17.74% | 17.90% | 13.13% | -11.23% | -14.43% | 2.99% | 0.98 | 0.55 | 1.01 |
| Franklin India Elss Tax Saver Fund |
7 | | 40.32% | 17.34% | 21.11% | 15.23% | 14.67% | 41.42% | 18.31% | 22.16% | 16.26% | 15.72% | 12.59% | -11.97% | -13.26% | 4.09% | 0.94 | 0.57 | 1.10 |
| 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 | | 45.48% | 25.08% | 32.58% | % | % | 47.57% | 27.19% | 34.88% | % | % | 13.28% | -11.09% | -11.09% | 14.50% | 0.60 | 0.80 | 1.47 |
| Bandhan Small Cap Fund |
2 | | 62.83% | 26.09% | % | % | % | 65.22% | 28.03% | % | % | % | 16.87% | -16.15% | -15.12% | % | 0.70 | 1.24 | |
| Invesco India Smallcap Fund |
3 | | 49.49% | 23.98% | 30.96% | % | % | 51.68% | 25.80% | 32.97% | % | % | 14.29% | -15.10% | -15.62% | 7.87% | 0.73 | 0.74 | 1.34 |
| Nippon India Small Cap Fund |
4 | | 43.49% | 28.82% | 35.45% | 22.29% | 22.61% | 44.63% | 29.93% | 36.61% | 23.42% | 23.79% | 14.65% | -10.63% | -14.25% | 15.38% | 0.71 | 0.87 | 1.54 |
| Bank Of India Small Cap Fund |
5 | | 41.19% | 23.31% | 35.69% | % | % | 43.37% | 25.25% | 37.96% | % | % | 15.05% | -15.24% | -14.93% | 10.65% | 0.70 | 0.67 | 1.20 |
| 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 | | 69.93% | 34.83% | 32.09% | 22.46% | 21.01% | 71.81% | 36.35% | 33.64% | 23.93% | 22.49% | 14.85% | -9.07% | -13.20% | 16.42% | 0.76 | 1.22 | 1.89 |
| Sundaram Mid Cap Fund |
2 | | 51.13% | 23.82% | 24.76% | 15.06% | 16.90% | 52.40% | 24.89% | 25.81% | 16.01% | 17.75% | 13.73% | -11.14% | -12.67% | 4.49% | 0.83 | 0.82 | 1.36 |
| Nippon India Growth Fund |
3 | | 48.58% | 24.85% | 29.98% | 19.98% | 18.81% | 49.78% | 25.85% | 30.97% | 20.87% | 19.69% | 14.07% | -10.18% | -14.69% | 4.67% | 0.86 | 0.82 | 1.38 |
| Edelweiss Mid Cap Fund |
4 | | 57.31% | 24.14% | 29.85% | 20.02% | % | 59.49% | 25.98% | 31.80% | 21.79% | % | 14.33% | -12.36% | -16.49% | 3.99% | 0.86 | 0.78 | 1.32 |
| Hdfc Mid Cap Opportunities Fund |
5 | | 43.99% | 25.98% | 28.89% | 18.65% | 19.01% | 44.95% | 26.85% | 29.77% | 19.56% | 19.99% | 13.46% | -9.43% | -16.06% | 6.74% | 0.82 | 0.89 | 1.52 |
| 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 Bluechip Fund |
1 | | 37.12% | 16.34% | 20.05% | 15.20% | 14.52% | 37.93% | 17.03% | 20.78% | 15.99% | 15.40% | 11.29% | -8.34% | -11.65% | 7.06% | 0.74 | 0.60 | 1.11 |
| Nippon India Large Cap Fund |
2 | | 35.46% | 18.60% | 20.68% | 15.41% | 14.86% | 36.65% | 19.61% | 21.71% | 16.44% | 15.91% | 12.32% | -7.75% | -12.86% | 3.69% | 0.88 | 0.65 | 1.18 |
| Jm Large Cap Fund |
3 | | 37.65% | 16.04% | 18.57% | 13.64% | 12.07% | 39.42% | 17.14% | 19.74% | 14.79% | 13.34% | 12.44% | -10.73% | -11.47% | 5.46% | 0.94 | 0.55 | 0.97 |
| Hdfc Top 100 Fund |
4 | | 32.52% | 15.97% | 18.41% | 13.59% | 13.09% | 33.30% | 16.66% | 19.10% | 14.29% | 13.81% | 12.05% | -6.79% | -14.29% | 6.25% | 0.78 | 0.55 | 1.04 |
| Bandhan Large Cap Fund |
5 | | 39.09% | 13.03% | 17.75% | 13.40% | 12.28% | 40.74% | 14.42% | 19.14% | 14.66% | 13.65% | 12.68% | -13.18% | -13.31% | -1.73% | 0.90 | 0.43 | 0.77 |
| Invesco India Largecap Fund |
6 | | 38.44% | 12.90% | 18.56% | 14.51% | 13.59% | 40.38% | 14.54% | 20.21% | 16.20% | 15.37% | 12.96% | -14.38% | -14.03% | 1.87% | 1.01 | 0.39 | 0.74 |
| 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 | | 58.65% | 24.88% | 25.77% | % | % | 60.78% | 26.68% | 27.74% | % | % | 13.69% | -17.05% | -15.77% | 7.23% | 0.94 | 0.77 | 1.39 |
| Bandhan Core Equity Fund |
2 | | 48.55% | 21.73% | 23.88% | 16.32% | 16.36% | 50.29% | 23.18% | 25.36% | 17.77% | 17.93% | 13.31% | -11.13% | -14.71% | 6.49% | 0.95 | 0.75 | 1.40 |
| Icici Prudential Large & Mid Cap Fund |
3 | | 41.36% | 19.67% | 24.20% | 16.40% | 15.19% | 42.65% | 20.70% | 25.22% | 17.43% | 16.26% | 11.78% | -7.36% | -12.46% | 6.59% | 0.83 | 0.73 | 1.38 |
| Invesco India Large & Mid Cap Fund |
4 | | 52.69% | 19.49% | 20.80% | 16.61% | 16.14% | 54.47% | 20.98% | 22.31% | 18.11% | 17.81% | 13.54% | -13.97% | -13.91% | 3.02% | 0.96 | 0.61 | 1.14 |
| Uti Large & Mid Cap Fund |
5 | | 45.28% | 19.57% | 24.57% | 15.71% | 14.84% | 46.53% | 20.44% | 25.35% | 16.41% | 15.50% | 13.01% | -11.51% | -12.34% | 3.66% | 0.94 | 0.65 | 1.20 |
| Quant Large & Mid Cap Fund |
6 | | 47.00% | 22.38% | 26.09% | 17.88% | 19.60% | 48.90% | 24.30% | 27.69% | 19.11% | 20.46% | 15.32% | -10.93% | -18.62% | 5.54% | 1.01 | 0.70 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jm Flexicap Fund |
1 | | 52.15% | 25.31% | 24.29% | 18.60% | 17.87% | 54.46% | 26.69% | 25.50% | 19.69% | 19.17% | 13.23% | -8.82% | -9.71% | 10.83% | 0.94 | 0.99 | 1.52 |
| Hdfc Flexi Cap Fund |
2 | | 44.47% | 22.44% | 23.82% | 16.86% | 15.47% | 45.46% | 23.25% | 24.60% | 17.65% | 16.31% | 12.19% | -6.00% | -13.63% | 9.21% | 0.89 | 0.79 | 1.46 |
| Icici Prudential Flexicap Fund |
3 | | 38.39% | 18.64% | % | % | % | 39.78% | 20.11% | % | % | % | 11.05% | -6.70% | -9.55% | 7.62% | 0.80 | 0.79 | 1.33 |
| Motilal Oswal Flexi Cap Fund |
4 | | 57.50% | 18.88% | 17.86% | 13.04% | 15.98% | 58.83% | 19.89% | 18.90% | 14.05% | 17.04% | 13.58% | -16.60% | -14.87% | 4.61% | 0.88 | 0.51 | 0.98 |
| Bank Of India Flexi Cap Fund |
5 | | 51.19% | 21.01% | % | % | % | 53.46% | 22.85% | % | % | % | 14.83% | -15.36% | -18.31% | 5.00% | 1.06 | 0.62 | 1.12 |
| Quant Flexi Cap Fund |
6 | | 47.16% | 20.74% | 32.40% | 20.87% | 20.11% | 48.87% | 22.14% | 33.77% | 22.03% | 21.11% | 15.61% | -10.68% | -17.17% | 4.69% | 1.06 | 0.56 | 1.05 |
| 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 | | 42.41% | 25.20% | 25.48% | 18.06% | 15.66% | 43.56% | 26.15% | 26.39% | 18.91% | 16.51% | 12.94% | -8.74% | -13.58% | 11.55% | 0.90 | 0.93 | 1.55 |
| 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 | | 43.32% | 22.42% | 23.44% | 15.40% | 14.45% | 45.06% | 24.04% | 24.93% | 16.71% | 15.70% | 11.42% | -5.26% | -14.60% | 12.19% | 0.81 | 0.89 | 1.69 |
| Icici Prudential Focused Equity Fund |
2 | | 46.97% | 19.34% | 25.03% | 17.04% | 14.55% | 48.75% | 20.84% | 26.55% | 18.39% | 15.91% | 12.64% | -9.93% | -13.05% | 6.07% | 0.92 | 0.65 | 1.21 |
| Invesco India Focused Fund |
3 | | 65.71% | 19.96% | % | % | % | 67.96% | 21.73% | % | % | % | 14.45% | -17.59% | -16.52% | 4.97% | 0.99 | 0.56 | 1.07 |
| Mahindra Manulife Focused Fund |
4 | | 42.63% | 18.68% | % | % | % | 45.03% | 20.94% | % | % | % | 12.66% | -8.65% | -13.84% | 5.69% | 0.92 | 0.63 | 1.18 |
| Jm Focused Fund |
5 | | 40.24% | 18.12% | 16.33% | 12.63% | 14.05% | 42.12% | 19.34% | 17.67% | 14.01% | 15.55% | 13.32% | -13.36% | -14.84% | 7.98% | 0.93 | 0.57 | 1.07 |
| 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 | | 46.52% | 24.53% | 24.97% | 17.34% | 18.17% | 48.33% | 25.61% | 25.94% | 18.21% | 19.31% | 14.30% | -12.74% | -12.84% | 12.68% | 0.93 | 0.89 | 1.45 |
| Tata Equity P/E Fund |
2 | | 44.19% | 19.73% | 21.13% | 14.33% | 16.26% | 45.61% | 20.94% | 22.47% | 15.66% | 17.45% | 12.74% | -9.51% | -11.82% | 10.04% | 0.97 | 0.76 | 1.32 |
| Axis Value Fund |
3 | | 46.73% | 19.79% | % | % | % | 48.77% | 21.47% | % | % | % | 13.78% | -14.09% | -14.59% | 6.13% | 1.01 | 0.64 | 1.16 |
| Canara Robeco Value Fund |
4 | | 37.78% | 19.79% | % | % | % | 39.87% | 21.70% | % | % | % | 11.52% | -7.14% | -11.27% | 8.42% | 0.86 | 0.82 | 1.43 |
| 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 | | 63.71% | 30.84% | 27.36% | 18.53% | 15.55% | 65.48% | 32.30% | 28.70% | 19.84% | 16.86% | 13.87% | -7.41% | -10.07% | 15.40% | 0.75 | 1.37 | 1.87 |
| Kotak Infrastructure & Economic Reform Fund |
2 | | 47.19% | 27.23% | 27.63% | 16.79% | % | 49.26% | 29.05% | 29.36% | 18.39% | % | 12.37% | -5.56% | -9.29% | % | 1.17 | 1.85 | |
| Canara Robeco Infrastructure |
3 | | 59.84% | 29.11% | 28.79% | 17.29% | 16.89% | 61.93% | 30.72% | 30.22% | 18.54% | 18.05% | 14.64% | -9.26% | -12.36% | 12.63% | 0.80 | 1.13 | 1.68 |
| Icici Prudential Infrastructure Fund |
4 | | 52.95% | 31.05% | 31.07% | 19.42% | 17.15% | 54.11% | 31.88% | 31.83% | 20.18% | 17.91% | 13.15% | -6.68% | -14.07% | 14.07% | 0.86 | 1.28 | 2.08 |
| 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 | | 36.23% | 23.71% | 22.48% | 17.61% | 17.12% | 37.73% | 25.05% | 23.80% | 18.92% | 18.37% | 11.62% | -6.99% | -12.04% | 12.01% | 0.69 | 1.02 | 1.70 |
| Nippon India Consumption Fund |
2 | | 34.85% | 20.20% | 23.55% | 18.12% | 15.06% | 36.59% | 21.72% | 24.89% | 19.31% | 16.12% | 12.09% | -7.88% | -10.56% | 6.31% | 0.80 | 0.85 | 1.38 |
| Icici Prudential Bharat Consumption Fund |
3 | | 33.40% | 19.82% | 18.84% | % | % | 34.63% | 20.88% | 20.20% | % | % | 10.10% | -5.85% | -9.58% | 9.11% | 0.65 | 0.94 | 1.61 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Financial Services Opportunities Fund |
1 | | 25.90% | 14.33% | 16.63% | 13.79% | 14.13% | 27.63% | 16.00% | 18.21% | 15.18% | 15.31% | 14.78% | -15.58% | -18.01% | 8.51% | 0.94 | 0.44 | 0.80 |
| Invesco India Financial Services Fund |
2 | | 35.58% | 13.97% | 16.12% | 13.59% | 15.46% | 37.39% | 15.52% | 17.63% | 15.18% | 17.22% | 14.99% | -18.28% | -20.62% | 7.16% | 0.90 | 0.35 | 0.67 |
| Nippon India Banking & Financial Services Fund |
3 | | 26.03% | 14.23% | 16.77% | 11.77% | 13.61% | 27.05% | 15.16% | 17.67% | 12.63% | 14.47% | 15.20% | -12.63% | -19.73% | 6.74% | 0.90 | 0.39 | 0.74 |