Ranking Date: 28-Mar-2025

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 Taxsaver

1 | 14.97% 21.53% 27.69% 14.62% 12.61% 15.67% 22.27% 28.46% 15.32% 13.31% 12.56% -12.96% -14.39% 8.93% 0.83 0.57 1.04

Sbi Long Term Equity Fund

2 | 8.30% 22.90% 28.69% 16.31% 13.67% 9.01% 23.71% 29.53% 17.07% 14.40% 14.55% -15.39% -14.86% 9.57% 0.95 0.56 1.04

Parag Parikh Elss Tax Saver Fund

3 | 13.73% 17.28% 26.90% % % 14.98% 18.67% 28.44% % % 10.64% -9.56% -15.29% 7.68% 0.66 0.46 0.91

Dsp Elss Tax Saver Fund

4 | 16.09% 18.16% 26.90% 16.27% 15.19% 17.15% 19.26% 28.10% 17.38% 16.27% 14.61% -15.91% -16.97% 4.13% 0.96 0.38 0.69

Quantum Elss Tax Saver Fund

5 | 10.18% 16.83% 23.99% 12.42% % 11.40% 17.82% 24.85% 13.10% 12.46% 12.61% -12.22% -14.28% 4.46% 0.82 0.36 0.69

Taurus Elss Tax Saver Fund

6 | 9.03% 15.88% 21.86% 12.33% 12.21% 9.66% 16.63% 22.69% 13.09% 13.11% 12.37% -12.19% -15.39% 4.88% 0.75 0.34 0.67

Franklin India Elss Tax Saver Fund

7 | 10.32% 17.79% 26.55% 14.26% 12.58% 11.19% 18.76% 27.62% 15.26% 13.61% 14.19% -15.81% -18.53% 3.83% 0.94 0.34 0.68

Motilal Oswal Elss Tax Saver Fund

8 | 9.00% 21.79% 25.62% 14.06% 15.60% 10.30% 23.26% 27.20% 15.50% 17.12% 19.28% -25.67% -26.44% 5.77% 1.14 0.33 0.72

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

Bandhan Small Cap Fund

1 | 16.02% 25.13% 35.17% % % 17.60% 26.98% 37.40% % % 18.48% -21.68% -22.16% 8.02% 0.87 0.44 0.86

Invesco India Smallcap Fund

2 | 12.69% 21.72% 32.75% % % 14.27% 23.48% 34.80% % % 17.12% -20.78% -21.68% 6.32% 0.79 0.36 0.76

Iti Small Cap Fund

3 | 9.35% 23.23% 28.62% % % 11.10% 25.41% 31.14% % % 17.57% -21.42% -24.17% 7.96% 0.82 0.41 0.86

Tata Small Cap Fund

4 | 7.89% 20.13% 33.94% % % 9.39% 22.05% 36.18% % % 16.21% -22.73% -21.12% 7.39% 0.74 0.39 0.82

Axis Small Cap Fund

5 | 10.41% 16.57% 29.59% 19.35% 17.22% 11.59% 17.94% 31.36% 20.95% 18.71% 14.72% -18.93% -20.01% 3.11% 0.69 0.28 0.57

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 Mid Cap Opportunities Fund

1 | 9.25% 23.10% 32.41% 16.72% 16.47% 9.95% 23.93% 33.31% 17.57% 17.40% 15.54% -16.42% -19.04% 5.58% 0.88 0.53 1.04

Edelweiss Mid Cap Fund

2 | 15.57% 21.90% 32.79% 17.11% % 17.14% 23.66% 34.75% 18.85% % 17.01% -18.50% -20.99% 2.07% 0.95 0.42 0.83

Invesco India Midcap Fund

3 | 18.40% 21.69% 29.18% 17.75% 16.04% 19.86% 23.27% 30.95% 19.44% 17.84% 17.03% -18.13% -22.34% 2.11% 0.93 0.39 0.81

Motilal Oswal Midcap Fund

4 | 13.61% 25.24% 35.08% 19.58% 16.47% 14.79% 26.62% 36.64% 20.98% 17.87% 18.75% -21.21% -22.01% 8.89% 0.90 0.49 1.04

Nippon India Growth Fund

5 | 12.75% 22.36% 32.63% 18.60% 16.66% 13.66% 23.34% 33.66% 19.48% 17.53% 16.69% -19.54% -20.94% 2.75% 0.95 0.45 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

Dsp Top 100 Equity Fund

1 | 16.01% 18.12% 21.84% 12.37% 10.96% 16.99% 19.08% 22.81% 13.24% 11.79% 13.16% -12.09% -15.58% 6.12% 0.88 0.40 0.73

Nippon India Large Cap Fund

2 | 7.85% 18.80% 26.13% 14.80% 13.24% 8.81% 19.82% 27.20% 15.81% 14.29% 13.57% -14.63% -14.86% 6.34% 0.93 0.40 0.76

Icici Prudential Bluechip Fund

3 | 9.71% 16.96% 24.51% 14.57% 13.34% 10.34% 17.65% 25.26% 15.32% 14.19% 12.88% -14.19% -15.33% 5.14% 0.88 0.35 0.67

Hdfc Top 100 Fund

4 | 7.03% 16.13% 23.82% 13.72% 12.08% 7.68% 16.82% 24.55% 14.41% 12.80% 13.29% -15.23% -15.41% 4.13% 0.91 0.31 0.61

Canara Robeco Bluechip Equity Fund

5 | 11.57% 14.40% 20.97% 14.70% 12.87% 12.90% 15.86% 22.66% 16.24% 14.31% 12.89% -13.80% -16.91% 1.97% 0.89 0.23 0.45

Sbi Blue Chip Fund

6 | 9.76% 13.44% 21.90% 12.29% 11.80% 10.52% 14.23% 22.78% 13.15% 12.77% 12.97% -14.59% -15.44% 1.74% 0.89 0.23 0.42
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

Icici Prudential Large & Mid Cap Fund

1 | 12.59% 20.34% 29.74% 16.71% 14.37% 13.59% 21.39% 30.83% 17.71% 15.42% 12.84% -14.19% -14.50% 6.43% 0.80 0.49 0.95

Dsp Equity Opportunities Fund

2 | 13.78% 19.21% 25.93% 15.05% 14.62% 14.93% 20.39% 27.15% 16.17% 15.72% 14.95% -16.82% -16.58% 3.34% 0.95 0.42 0.77

Bandhan Core Equity Fund

3 | 11.48% 22.17% 28.67% 15.33% 14.22% 12.78% 23.62% 30.21% 16.72% 15.79% 14.95% -17.72% -20.09% 5.25% 0.95 0.45 0.89

Uti Large & Mid Cap Fund

4 | 12.50% 19.84% 28.46% 14.64% 12.79% 13.48% 20.77% 29.33% 15.36% 13.47% 14.49% -17.21% -15.48% 3.82% 0.92 0.41 0.80

Invesco India Large & Mid Cap Fund

5 | 17.50% 20.85% 25.27% 15.04% 14.21% 18.87% 22.31% 26.86% 16.47% 15.82% 15.75% -17.47% -22.97% 3.35% 0.97 0.36 0.75

Nippon India Vision Fund

6 | 12.12% 18.84% 27.12% 13.90% 11.74% 12.71% 19.45% 27.76% 14.50% 12.37% 14.56% -16.36% -17.75% 2.49% 0.93 0.36 0.72

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 Flexi Cap Fund

1 | 17.17% 21.84% 30.12% 17.29% 14.67% 17.95% 22.64% 30.95% 18.06% 15.49% 12.66% -11.06% -13.09% 9.78% 0.84 0.63 1.10

Motilal Oswal Flexi Cap Fund

2 | 15.55% 20.19% 21.80% 10.91% 12.69% 16.56% 21.22% 22.87% 11.90% 13.69% 16.34% -17.39% -21.28% 7.41% 0.92 0.36 0.78

Parag Parikh Flexi Cap Fund

3 | 12.66% 17.55% 27.48% 19.18% 16.81% 13.45% 18.50% 28.61% 20.18% 17.70% 10.75% -11.66% -14.68% 7.64% 0.63 0.41 0.87

Invesco India Flexi Cap Fund

4 | 13.47% 19.02% % % % 15.10% 20.92% % % % 15.28% -17.79% -19.44% 4.20% 0.95 0.31 0.66

Franklin India Flexi Cap Fund

5 | 10.61% 17.56% 27.60% 15.12% 13.27% 11.47% 18.47% 28.57% 16.03% 14.28% 13.98% -15.54% -18.13% 3.60% 0.92 0.33 0.66

Jm Flexicap Fund

6 | 7.61% 22.70% 27.55% 17.32% 15.67% 9.09% 24.16% 28.85% 18.44% 16.97% 16.08% -20.60% -17.33% 6.84% 0.99 0.41 0.82

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 Multicap Fund

1 | 9.43% 19.31% 26.49% 15.35% 14.01% 10.32% 20.31% 27.61% 16.39% 15.08% 13.93% -16.91% -15.99% 4.58% 0.86 0.41 0.78

Nippon India Multi Cap Fund

2 | 8.95% 21.65% 31.01% 16.52% 13.71% 9.83% 22.59% 31.97% 17.35% 14.55% 14.79% -18.11% -17.49% 6.51% 0.89 0.46 0.89

Axis Multicap Fund

3 | 13.04% 19.62% % % % 14.35% 21.21% % % % 15.51% -17.69% -21.66% 3.33% 0.94 0.34 0.70

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 | 17.38% 22.17% 30.19% 15.38% 13.84% 18.68% 23.70% 31.77% 16.68% 15.11% 11.43% -10.35% -12.52% 11.55% 0.75 0.73 1.27

Icici Prudential Focused Equity Fund

2 | 15.38% 20.82% 27.59% 16.96% 13.77% 16.74% 22.31% 29.17% 18.33% 15.12% 14.22% -16.17% -16.04% 6.47% 0.92 0.44 0.83

Invesco India Focused Fund

3 | 13.77% 20.66% % % % 15.34% 22.38% % % % 16.16% -15.22% -19.52% 5.41% 0.98 0.36 0.72

Dsp Focus Fund

4 | 15.92% 16.70% 21.85% 12.49% 11.41% 17.14% 17.94% 23.15% 13.67% 12.47% 15.55% -15.64% -19.33% 2.70% 0.97 0.33 0.58

Canara Robeco Focused Equity Fund

5 | 11.27% 16.15% % % % 12.93% 17.93% % % % 13.84% -15.48% -16.75% 2.60% 0.90 0.30 0.57

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 Value Discovery Fund

1 | 12.12% 19.18% 30.12% 17.49% 14.26% 12.71% 19.81% 30.83% 18.18% 15.13% 12.29% -12.91% -14.26% 8.43% 0.78 0.53 0.98

Axis Value Fund

2 | 12.30% 19.90% % % % 13.81% 21.59% % % % 15.60% -16.73% -17.67% 5.26% 1.01 0.39 0.76

Quantum Long Term Equity Value Fund

3 | 10.42% 16.87% 24.15% 12.41% % 11.42% 17.72% 24.94% 13.04% 12.39% 12.74% -12.28% -14.34% 4.35% 0.83 0.36 0.68

Uti Value Fund

4 | 13.77% 16.72% 24.71% 14.88% 12.22% 14.56% 17.56% 25.59% 15.69% 13.02% 14.26% -16.18% -18.05% 3.23% 0.93 0.33 0.63

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 Infrastructure Fund

1 | 6.64% 27.41% 37.44% 19.12% 15.37% 7.41% 28.24% 38.26% 19.87% 16.12% 15.33% -19.22% -15.50% 10.64% 0.88 0.70 1.33

Canara Robeco Infrastructure

2 | 11.87% 24.21% 32.28% 16.67% 14.17% 13.31% 25.76% 33.81% 17.93% 15.34% 18.54% -23.30% -22.08% 6.14% 0.93 0.49 0.92

Franklin Build India Fund

3 | 5.93% 26.89% 33.73% 18.38% 16.01% 7.04% 28.21% 35.12% 19.68% 17.39% 16.72% -20.05% -15.01% 8.21% 0.91 0.61 1.12

Lic Mf Infrastructure Fund

4 | 11.00% 24.16% 31.51% 16.56% 13.28% 12.44% 25.60% 33.08% 17.87% 14.60% 19.69% -25.88% -18.93% 5.54% 0.91 0.40 0.82

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 Consumption Fund

1 | 14.26% 17.75% 21.94% 11.57% 13.77% 15.26% 18.79% 23.01% 12.51% 14.67% 15.18% -18.70% -17.72% 0.85% 0.89 0.31 0.61

Canara Robeco Consumer Trends Fund

2 | 10.21% 16.81% 23.21% 15.97% 15.09% 11.60% 18.32% 24.82% 17.48% 16.51% 14.87% -19.19% -19.06% 0.32% 0.88 0.31 0.57

Baroda Bnp Paribas India Consumption Fund

3 | 13.28% 16.53% % % % 14.94% 18.24% % % % 14.87% -19.87% -19.81% -0.20% 0.89 0.28 0.55

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

Sbi Banking & Financial Services Fund

1 | 19.97% 18.24% 23.29% 14.34% 15.38% 21.27% 19.58% 24.73% 15.67% 16.63% 13.68% -9.32% -14.23% 4.46% 0.84 0.40 0.70

Nippon India Banking & Financial Services Fund

2 | 17.14% 18.71% 28.10% 12.41% 13.01% 18.10% 19.69% 29.10% 13.27% 13.88% 14.11% -10.78% -14.25% 3.79% 0.89 0.41 0.68

Invesco India Financial Services Fund

3 | 17.31% 19.35% 23.78% 13.64% 14.16% 18.87% 20.96% 25.42% 15.19% 15.88% 15.18% -12.98% -18.09% 4.31% 0.90 0.37 0.67