| 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 Long Term Equity Fund |
1 | | 51.82% | 27.09% | 28.11% | 18.21% | 16.15% | 52.87% | 27.93% | 28.94% | 18.99% | 16.89% | 13.35% | -10.25% | -12.35% | 8.78% | 0.95 | 0.79 | 1.46 |
| Hdfc Taxsaver |
2 | | 43.27% | 24.36% | 24.16% | 15.33% | 13.97% | 44.14% | 25.12% | 24.90% | 16.06% | 14.67% | 11.67% | -6.28% | -11.74% | 9.36% | 0.86 | 0.91 | 1.57 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
3 | | 66.15% | 25.75% | 27.36% | 17.73% | % | 68.14% | 27.28% | 28.97% | 19.23% | % | 14.10% | -15.77% | -13.82% | 6.21% | 0.97 | 0.72 | 1.23 |
| Quant Tax Plan |
4 | | 46.32% | 24.59% | 37.05% | 23.71% | 23.44% | 47.80% | 26.35% | 39.29% | 25.38% | 24.71% | 15.90% | -12.73% | -19.99% | 12.87% | 0.84 | 0.62 | 1.18 |
| Jm Tax Gain Fund |
5 | | 50.85% | 22.49% | 26.03% | 18.02% | 17.49% | 52.67% | 23.74% | 27.18% | 19.04% | 18.78% | 14.18% | -14.82% | -13.70% | 4.92% | 0.98 | 0.65 | 1.16 |
| Bank Of India Tax Advantage Fund |
6 | | 42.50% | 18.85% | 28.77% | 18.65% | 17.69% | 44.00% | 20.16% | 30.17% | 20.00% | 19.16% | 14.38% | -16.59% | -15.72% | 3.80% | 1.01 | 0.59 | 1.10 |
| Iti Long Term Equity Fund |
7 | | 54.53% | 19.99% | % | % | % | 57.36% | 22.33% | % | % | % | 12.79% | -17.82% | -11.90% | 2.25% | 0.84 | 0.52 | 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 Small Cap Fund |
1 | | 47.87% | 30.88% | 38.15% | 24.14% | 23.68% | 49.06% | 32.01% | 39.34% | 25.30% | 24.87% | 14.70% | -10.63% | -14.25% | 15.74% | 0.70 | 0.92 | 1.65 |
| Franklin India Smaller Companies Fund |
2 | | 48.38% | 28.30% | 31.60% | 18.34% | 19.15% | 49.61% | 29.38% | 32.72% | 19.45% | 20.43% | 14.74% | -13.78% | -14.83% | 11.51% | 0.75 | 0.91 | 1.60 |
| Quant Small Cap Fund |
3 | | 53.94% | 31.06% | 49.06% | 27.75% | 21.89% | 55.39% | 32.76% | 50.83% | 28.97% | 22.72% | 18.33% | -15.77% | -22.25% | 5.86% | 0.95 | 0.65 | 1.28 |
| Tata Small Cap Fund |
4 | | 51.19% | 28.27% | 34.83% | % | % | 53.37% | 30.45% | 37.19% | % | % | 13.65% | -11.09% | -11.09% | 12.22% | 0.60 | 0.76 | 1.37 |
| 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 30 Fund (Mof30) |
1 | | 67.31% | 36.63% | 34.97% | 22.06% | 21.67% | 69.16% | 38.18% | 36.56% | 23.52% | 23.16% | 15.04% | -9.07% | -13.20% | 16.73% | 0.78 | 1.29 | 2.01 |
| Quant Mid Cap Fund |
2 | | 48.77% | 29.89% | 37.86% | 24.37% | 20.13% | 50.42% | 32.13% | 40.32% | 26.16% | 21.28% | 15.84% | -11.98% | -19.24% | 7.02% | 0.91 | 0.85 | 1.51 |
| Nippon India Growth Fund |
3 | | 51.52% | 27.32% | 32.58% | 21.09% | 19.65% | 52.75% | 28.34% | 33.59% | 21.99% | 20.54% | 14.35% | -10.18% | -14.69% | 5.31% | 0.86 | 0.89 | 1.50 |
| Hdfc Mid Cap Opportunities Fund |
4 | | 46.76% | 28.70% | 31.51% | 19.73% | 19.77% | 47.74% | 29.59% | 32.41% | 20.65% | 20.76% | 13.18% | -9.43% | -16.06% | 6.47% | 0.80 | 0.91 | 1.59 |
| Kotak Emerging Equity Fund |
5 | | 48.39% | 24.21% | 30.29% | 19.89% | 20.52% | 50.03% | 25.69% | 31.88% | 21.35% | 22.06% | 12.79% | -9.66% | -15.39% | 3.80% | 0.73 | 0.76 | 1.30 |
| 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 Large Cap Fund |
1 | | 40.35% | 19.45% | 20.64% | 14.69% | 12.71% | 42.01% | 20.55% | 21.81% | 15.83% | 13.97% | 12.39% | -10.73% | -11.47% | 7.21% | 0.88 | 0.62 | 1.13 |
| Nippon India Large Cap Fund |
2 | | 35.02% | 22.00% | 23.52% | 16.49% | 15.58% | 36.20% | 23.04% | 24.57% | 17.53% | 16.63% | 12.66% | -7.75% | -12.86% | 8.64% | 0.92 | 0.74 | 1.32 |
| Icici Prudential Bluechip Fund |
3 | | 37.42% | 19.62% | 22.56% | 16.27% | 15.14% | 38.23% | 20.34% | 23.31% | 17.07% | 16.02% | 11.55% | -8.34% | -11.65% | 8.10% | 0.75 | 0.64 | 1.17 |
| Hdfc Top 100 Fund |
4 | | 34.20% | 20.18% | 20.95% | 15.11% | 13.70% | 34.98% | 20.89% | 21.66% | 15.82% | 14.42% | 12.29% | -6.79% | -14.29% | 7.00% | 0.80 | 0.57 | 1.07 |
| Bank Of India Bluechip Fund |
5 | | 38.02% | 14.34% | % | % | % | 39.52% | 15.70% | % | % | % | 13.78% | -17.11% | -13.52% | -2.14% | 1.01 | 0.40 | 0.74 |
| Invesco India Largecap Fund |
6 | | 39.59% | 16.76% | 21.32% | 15.30% | 14.46% | 41.54% | 18.45% | 22.99% | 17.01% | 16.27% | 13.31% | -14.38% | -14.03% | 3.28% | 0.96 | 0.45 | 0.86 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quant Large & Mid Cap Fund |
1 | | 52.07% | 26.75% | 30.51% | 19.10% | 20.69% | 54.05% | 28.79% | 32.13% | 20.32% | 21.54% | 15.18% | -10.93% | -18.62% | 6.95% | 0.99 | 0.78 | 1.39 |
| Bandhan Core Equity Fund |
2 | | 55.04% | 26.61% | 27.46% | 17.86% | 17.19% | 56.86% | 28.12% | 28.98% | 19.33% | 18.76% | 13.12% | -11.13% | -14.71% | 4.50% | 0.92 | 0.71 | 1.33 |
| Icici Prudential Large & Mid Cap Fund |
3 | | 44.55% | 24.87% | 26.94% | 18.07% | 15.93% | 45.86% | 25.95% | 27.98% | 19.12% | 17.00% | 12.25% | -7.36% | -12.46% | 7.17% | 0.84 | 0.80 | 1.48 |
| Motilal Oswal Large And Midcap Fund |
4 | | 59.24% | 26.02% | % | % | % | 61.39% | 27.85% | % | % | % | 13.97% | -17.05% | -15.77% | 5.21% | 0.93 | 0.74 | 1.31 |
| Kotak Equity Opportunities Fund |
5 | | 41.00% | 21.07% | 25.22% | 17.24% | 17.21% | 42.57% | 22.50% | 26.69% | 18.63% | 18.62% | 12.07% | -8.90% | -14.21% | 6.91% | 0.85 | 0.68 | 1.25 |
| Hdfc Large And Mid Cap Fund |
6 | | 42.26% | 24.56% | 27.45% | 18.48% | 15.20% | 43.48% | 25.58% | 28.28% | 19.07% | 15.64% | 13.30% | -9.60% | -13.86% | 3.98% | 0.96 | 0.74 | 1.33 |
| 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 | | 57.12% | 28.09% | 28.41% | 19.29% | 18.60% | 59.50% | 29.47% | 29.64% | 20.38% | 19.90% | 13.43% | -8.82% | -9.71% | 12.55% | 0.94 | 1.10 | 1.71 |
| Quant Flexi Cap Fund |
2 | | 51.59% | 24.44% | 36.97% | 22.25% | 21.02% | 53.36% | 25.84% | 38.40% | 23.40% | 22.02% | 15.75% | -10.68% | -17.17% | 6.89% | 0.99 | 0.62 | 1.17 |
| Bank Of India Flexi Cap Fund |
3 | | 53.44% | 23.90% | % | % | % | 55.71% | 25.80% | % | % | % | 14.74% | -15.36% | -18.31% | 6.39% | 1.00 | 0.67 | 1.23 |
| Hdfc Flexi Cap Fund |
4 | | 41.06% | 26.01% | 25.55% | 17.96% | 15.68% | 42.02% | 26.85% | 26.34% | 18.76% | 16.52% | 12.39% | -6.00% | -13.63% | 9.24% | 0.87 | 0.82 | 1.49 |
| Edelweiss Flexi Cap Fund |
5 | | 46.58% | 20.37% | 23.97% | 16.90% | % | 48.90% | 22.37% | 26.10% | 18.80% | % | 13.27% | -12.00% | -13.15% | 2.57% | 0.96 | 0.57 | 1.04 |
| 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 | | 42.97% | 28.49% | 28.44% | 19.27% | 16.45% | 44.11% | 29.46% | 29.37% | 20.13% | 17.30% | 13.23% | -8.74% | -13.58% | 13.63% | 0.90 | 1.05 | 1.75 |
| 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 | | 41.22% | 27.64% | 25.60% | 16.09% | 14.50% | 42.94% | 29.33% | 27.11% | 17.40% | 15.74% | 11.67% | -5.26% | -14.60% | 13.28% | 0.78 | 0.95 | 1.77 |
| Mahindra Manulife Focused Equity Yojana |
2 | | 46.44% | 22.70% | % | % | % | 48.91% | 25.06% | % | % | % | 12.76% | -8.65% | -13.84% | 6.43% | 0.91 | 0.69 | 1.30 |
| Invesco India Focused 20 Equity Fund |
3 | | 69.53% | 22.84% | % | % | % | 71.87% | 24.70% | % | % | % | 14.61% | -17.59% | -16.52% | 4.76% | 0.97 | 0.58 | 1.11 |
| Icici Prudential Focused Equity Fund |
4 | | 48.11% | 23.15% | 26.54% | 18.51% | 15.34% | 49.88% | 24.71% | 28.07% | 19.89% | 16.70% | 12.68% | -9.93% | -13.05% | 5.74% | 0.90 | 0.67 | 1.25 |
| Jm Focused Fund |
5 | | 41.06% | 22.17% | 19.92% | 13.07% | 14.65% | 42.85% | 23.41% | 21.32% | 14.44% | 16.14% | 13.76% | -13.36% | -14.84% | 8.50% | 0.93 | 0.62 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jm Value Fund |
1 | | 55.63% | 29.47% | 30.08% | 18.73% | 19.34% | 57.45% | 30.56% | 31.07% | 19.60% | 20.49% | 14.03% | -12.74% | -12.84% | 14.46% | 0.86 | 0.97 | 1.60 |
| Tata Equity P/E Fund |
2 | | 49.88% | 24.36% | 24.87% | 15.71% | 17.08% | 51.35% | 25.61% | 26.27% | 17.04% | 18.28% | 12.84% | -9.51% | -11.82% | 10.84% | 0.92 | 0.80 | 1.40 |
| Templeton India Value Fund |
3 | | 39.92% | 25.16% | 27.53% | 16.19% | 15.91% | 41.56% | 26.56% | 28.87% | 17.32% | 16.95% | 13.04% | -9.17% | -13.19% | 8.87% | 0.90 | 0.79 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Infrastructure & Economic Reform Fund |
1 | | 54.22% | 30.67% | 30.82% | 18.78% | % | 56.39% | 32.54% | 32.59% | 20.41% | % | 12.37% | -5.56% | -9.29% | % | 1.46 | 2.23 | |
| Lic Mf Infrastructure Fund |
2 | | 73.05% | 33.74% | 30.91% | 20.10% | 16.33% | 74.91% | 35.24% | 32.28% | 21.44% | 17.65% | 13.72% | -7.41% | -10.07% | 16.68% | 0.71 | 1.52 | 2.12 |
| Sbi Infrastructure Fund |
3 | | 56.22% | 30.79% | 30.62% | 20.35% | 18.18% | 57.22% | 31.48% | 31.34% | 21.11% | 18.90% | 12.35% | -7.22% | -11.93% | 11.72% | 0.75 | 1.24 | 2.06 |
| Icici Prudential Infrastructure Fund |
4 | | 57.42% | 36.36% | 33.25% | 21.46% | 17.78% | 58.60% | 37.23% | 34.02% | 22.24% | 18.55% | 13.28% | -6.68% | -14.07% | 14.44% | 0.85 | 1.43 | 2.31 |
| 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 Consumption Fund |
1 | | 44.32% | 24.19% | 28.71% | 19.21% | 16.51% | 46.15% | 25.77% | 30.09% | 20.39% | 17.58% | 12.03% | -7.88% | -10.56% | 7.79% | 0.77 | 0.84 | 1.38 |
| Sbi Consumption Opportunities Fund |
2 | | 43.49% | 28.24% | 26.66% | 19.26% | 18.11% | 45.06% | 29.63% | 28.03% | 20.58% | 19.36% | 11.20% | -6.99% | -12.04% | 11.72% | 0.62 | 0.90 | 1.54 |
| Icici Prudential Bharat Consumption Fund |
3 | | 40.81% | 24.34% | 23.65% | % | % | 42.07% | 25.47% | 25.05% | % | % | 10.32% | -5.85% | -9.58% | 9.29% | 0.65 | 0.89 | 1.50 |
| 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 Fund |
1 | | 28.54% | 18.60% | 20.25% | 14.59% | 15.16% | 30.30% | 20.34% | 21.87% | 15.99% | 16.35% | 14.88% | -15.58% | -18.01% | 8.86% | 0.90 | 0.49 | 0.89 |
| Invesco India Financial Services Fund |
2 | | 39.62% | 17.01% | 19.51% | 13.71% | 16.31% | 41.48% | 18.60% | 21.05% | 15.31% | 18.09% | 15.20% | -18.28% | -20.62% | 6.71% | 0.87 | 0.37 | 0.72 |
| Nippon India Banking & Financial Services Fund |
3 | | 25.05% | 17.95% | 18.76% | 11.88% | 14.45% | 26.06% | 18.90% | 19.67% | 12.74% | 15.31% | 15.23% | -12.63% | -19.73% | 5.34% | 0.89 | 0.40 | 0.76 |