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 | | 54.89% | 28.89% | 24.94% | 18.54% | % | 56.76% | 30.45% | 26.52% | 20.04% | % | 14.08% | -15.29% | -14.63% | 10.47% | 0.95 | 0.73 | 1.30 |
Sbi Long Term Equity Fund |
2 | | 38.44% | 26.46% | 25.60% | 17.61% | 15.15% | 39.38% | 27.30% | 26.42% | 18.39% | 15.90% | 13.90% | -9.57% | -14.86% | 8.73% | 0.99 | 0.66 | 1.23 |
Hdfc Taxsaver |
3 | | 29.89% | 23.70% | 21.95% | 14.47% | 12.93% | 30.69% | 24.46% | 22.68% | 15.19% | 13.63% | 12.00% | -6.28% | -14.39% | 7.99% | 0.87 | 0.66 | 1.22 |
Hsbc Tax Saver Equity Fund |
4 | | 40.40% | 21.25% | 20.95% | 14.60% | 13.99% | 41.62% | 22.56% | 22.35% | 15.84% | 15.09% | 13.08% | -12.73% | -15.31% | 5.61% | 0.88 | 0.48 | 0.91 |
Dsp Elss Tax Saver Fund |
5 | | 34.26% | 21.25% | 22.63% | 17.34% | 16.38% | 35.50% | 22.40% | 23.79% | 18.46% | 17.46% | 13.37% | -10.82% | -16.89% | 4.09% | 0.96 | 0.49 | 0.92 |
Quantum Elss Tax Saver Fund |
6 | | 30.64% | 19.96% | 19.65% | 13.82% | % | 32.08% | 20.89% | 20.43% | 14.45% | 13.09% | 11.82% | -7.14% | -14.05% | 7.21% | 0.89 | 0.53 | 0.98 |
Jm Elss Tax Saver Fund |
7 | | 37.68% | 21.84% | 23.16% | 18.00% | 16.10% | 39.40% | 23.11% | 24.30% | 19.03% | 17.39% | 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 | | 38.52% | 26.70% | 33.10% | % | % | 40.49% | 28.81% | 35.40% | % | % | 13.50% | -11.09% | -11.09% | 12.89% | 0.60 | 0.73 | 1.34 |
Bandhan Small Cap Fund |
2 | | 55.75% | 31.02% | % | % | % | 57.99% | 33.02% | % | % | % | 16.80% | -16.15% | -14.78% | % | 0.71 | 1.27 | |
Nippon India Small Cap Fund |
3 | | 35.35% | 30.16% | 36.89% | 22.20% | 22.65% | 36.41% | 31.27% | 38.06% | 23.33% | 23.83% | 14.92% | -10.63% | -14.25% | 13.40% | 0.72 | 0.78 | 1.39 |
Invesco India Smallcap Fund |
4 | | 43.14% | 27.73% | 32.90% | % | % | 45.13% | 29.61% | 34.94% | % | % | 14.55% | -15.10% | -15.62% | 7.48% | 0.74 | 0.67 | 1.23 |
Iti Small Cap Fund |
5 | | 43.66% | 26.64% | % | % | % | 46.14% | 29.01% | % | % | % | 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 | | 63.42% | 36.60% | 33.64% | 23.03% | 20.73% | 65.22% | 38.13% | 35.21% | 24.50% | 22.20% | 15.42% | -9.07% | -15.46% | 15.99% | 0.77 | 1.06 | 1.71 |
Edelweiss Mid Cap Fund |
2 | | 46.84% | 27.56% | 31.21% | 20.16% | % | 48.86% | 29.44% | 33.18% | 21.94% | % | 14.52% | -12.36% | -16.49% | 5.28% | 0.84 | 0.72 | 1.24 |
Kotak Emerging Equity Fund |
3 | | 39.82% | 24.31% | 28.05% | 19.23% | 19.05% | 41.35% | 25.77% | 29.60% | 20.68% | 20.57% | 13.31% | -9.66% | -15.63% | 4.48% | 0.75 | 0.64 | 1.14 |
Hdfc Mid Cap Opportunities Fund |
4 | | 34.55% | 29.16% | 29.72% | 19.13% | 18.45% | 35.44% | 30.05% | 30.61% | 20.04% | 19.42% | 13.69% | -9.43% | -16.06% | 7.98% | 0.81 | 0.82 | 1.45 |
Nippon India Growth Fund |
5 | | 36.73% | 28.09% | 30.28% | 20.55% | 18.63% | 37.84% | 29.11% | 31.28% | 21.43% | 19.51% | 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 | | 28.65% | 22.71% | 21.05% | 15.99% | 14.36% | 29.79% | 23.76% | 22.09% | 17.02% | 15.41% | 12.60% | -7.75% | -14.66% | 19.66% | 0.02 | 0.58 | 1.06 |
Dsp Top 100 Equity Fund |
2 | | 27.70% | 18.17% | 16.08% | 13.46% | 11.38% | 28.76% | 19.12% | 16.99% | 14.32% | 12.19% | 12.80% | -12.04% | -16.06% | 15.06% | 0.04 | 0.41 | 0.76 |
Icici Prudential Bluechip Fund |
3 | | 26.15% | 19.46% | 19.96% | 15.70% | 14.05% | 26.89% | 20.19% | 20.69% | 16.49% | 14.91% | 11.69% | -8.34% | -12.37% | 5.97% | 0.75 | 0.47 | 0.91 |
Bandhan Large Cap Fund |
4 | | 29.09% | 16.13% | 18.18% | 14.01% | 12.09% | 30.61% | 17.56% | 19.60% | 15.29% | 13.46% | 13.28% | -12.87% | -13.85% | 13.44% | 0.01 | 0.29 | 0.54 |
Canara Robeco Bluechip Equity Fund |
5 | | 26.68% | 15.74% | 18.57% | 16.39% | 13.80% | 28.21% | 17.26% | 20.22% | 17.95% | 15.23% | 11.76% | -11.15% | -13.47% | 13.28% | 0.01 | 0.30 | 0.58 |
Jm Large Cap Fund |
6 | | 27.78% | 18.86% | 19.04% | 14.64% | 11.72% | 29.56% | 20.00% | 20.24% | 15.82% | 12.99% | 12.89% | -10.56% | -14.64% | 4.61% | 0.95 | 0.42 | 0.77 |
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 | | 49.93% | 28.41% | 27.06% | % | % | 51.92% | 30.25% | 29.05% | % | % | 14.07% | -17.05% | -15.77% | 8.28% | 0.93 | 0.69 | 1.27 |
Bandhan Core Equity Fund |
2 | | 38.26% | 26.05% | 24.45% | 17.16% | 16.00% | 39.87% | 27.54% | 25.94% | 18.61% | 17.57% | 13.73% | -10.96% | -15.87% | 6.47% | 0.95 | 0.63 | 1.21 |
Uti Large & Mid Cap Fund |
3 | | 36.34% | 23.34% | 24.65% | 16.49% | 14.34% | 37.52% | 24.25% | 25.45% | 17.20% | 15.01% | 13.32% | -10.15% | -13.55% | 4.35% | 0.92 | 0.57 | 1.05 |
Invesco India Large & Mid Cap Fund |
4 | | 45.09% | 24.33% | 22.23% | 17.67% | 16.11% | 46.81% | 25.86% | 23.76% | 19.17% | 17.77% | 13.95% | -13.97% | -17.82% | 4.19% | 0.95 | 0.53 | 1.03 |
Nippon India Vision Fund |
5 | | 36.20% | 22.73% | 22.71% | 13.99% | 12.90% | 36.88% | 23.35% | 23.33% | 14.59% | 13.55% | 12.86% | -10.43% | -14.49% | 3.87% | 0.90 | 0.53 | 1.03 |
Hsbc Large & Mid Cap Fund |
6 | | 44.45% | 22.87% | 22.79% | % | % | 45.92% | 24.43% | 24.55% | % | % | 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 | | 42.24% | 28.81% | 25.75% | 20.06% | 17.55% | 44.39% | 30.25% | 26.99% | 21.17% | 18.85% | 13.56% | -8.82% | -10.95% | 11.35% | 0.93 | 0.86 | 1.38 |
Hdfc Flexi Cap Fund |
2 | | 32.07% | 26.01% | 23.96% | 17.41% | 14.91% | 32.98% | 26.85% | 24.75% | 18.20% | 15.74% | 12.19% | -6.00% | -13.09% | 10.65% | 0.86 | 0.77 | 1.40 |
Motilal Oswal Flexi Cap Fund |
3 | | 51.40% | 23.94% | 19.39% | 13.83% | 15.41% | 52.71% | 25.01% | 20.45% | 14.85% | 16.46% | 13.83% | -13.74% | -18.32% | 8.02% | 0.86 | 0.53 | 1.06 |
Bank Of India Flexi Cap Fund |
4 | | 38.70% | 24.86% | % | % | % | 40.74% | 26.76% | % | % | % | 15.04% | -15.36% | -18.31% | 5.95% | 1.02 | 0.55 | 1.00 |
Icici Prudential Flexicap Fund |
5 | | 29.40% | 21.48% | % | % | % | 30.66% | 22.93% | % | % | % | 11.82% | -6.77% | -11.19% | 6.46% | 0.82 | 0.57 | 1.06 |
Edelweiss Flexi Cap Fund |
6 | | 36.71% | 20.91% | 21.55% | 16.01% | % | 38.86% | 22.90% | 23.62% | 17.94% | % | 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 | | 34.40% | 27.95% | 25.76% | 18.26% | 14.99% | 35.49% | 28.93% | 26.68% | 19.11% | 15.84% | 13.40% | -8.74% | -15.45% | 11.41% | 0.90 | 0.78 | 1.37 |
Kotak Multicap Fund |
2 | | 38.21% | 27.54% | % | % | % | 40.01% | 29.49% | % | % | % | 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 | | 32.06% | 26.36% | 23.92% | 15.20% | 13.95% | 33.64% | 28.02% | 25.42% | 16.50% | 15.20% | 11.06% | -5.26% | -12.81% | 12.37% | 0.78 | 0.86 | 1.59 |
Invesco India Focused Fund |
2 | | 51.50% | 22.63% | % | % | % | 53.56% | 24.45% | % | % | % | 14.71% | -17.59% | -16.52% | 4.24% | 0.98 | 0.46 | 0.87 |
Jm Focused Fund |
3 | | 32.37% | 23.20% | 18.11% | 13.94% | 13.85% | 34.25% | 24.50% | 19.47% | 15.35% | 15.36% | 13.02% | -10.73% | -14.57% | 9.47% | 0.89 | 0.58 | 1.05 |
Icici Prudential Focused Equity Fund |
4 | | 35.07% | 22.30% | 25.14% | 17.67% | 14.27% | 36.69% | 23.84% | 26.67% | 19.04% | 15.63% | 13.11% | -8.95% | -15.72% | 5.54% | 0.92 | 0.52 | 1.00 |
Bandhan Focused Equity Fund |
5 | | 39.04% | 20.18% | 19.42% | 12.93% | 12.80% | 40.86% | 21.76% | 21.01% | 14.50% | 14.44% | 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 | | 34.85% | 27.74% | 26.01% | 18.55% | 17.79% | 36.61% | 28.87% | 27.00% | 19.44% | 18.93% | 14.71% | -12.45% | -14.22% | 11.79% | 0.92 | 0.74 | 1.23 |
None |
2 | | % | % | % | % | % | % | % | % | % | % | 11.46% | -5.93% | -10.88% | 3.30% | 0.55 | 0.77 | 1.37 |
Axis Value Fund |
3 | | 36.95% | 22.75% | % | % | % | 38.87% | 24.47% | % | % | % | 14.16% | -14.09% | -16.03% | 6.14% | 1.00 | 0.54 | 0.99 |
Tata Equity P/E Fund |
4 | | 30.24% | 23.04% | 21.50% | 15.26% | 15.43% | 31.52% | 24.28% | 22.83% | 16.59% | 16.62% | 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 | | 59.42% | 33.97% | 28.55% | 19.83% | 15.83% | 61.19% | 35.46% | 30.06% | 21.16% | 17.15% | 14.25% | -7.41% | -11.36% | 16.42% | 0.73 | 1.18 | 1.68 |
Dsp India T.I.G.E.R. Fund |
2 | | 45.87% | 33.69% | 30.37% | 19.27% | 17.57% | 47.25% | 34.87% | 31.41% | 20.15% | 18.36% | 15.15% | -7.78% | -17.19% | 31.43% | 0.01 | 0.93 | 1.60 |
Canara Robeco Infrastructure |
3 | | 48.82% | 31.14% | 30.16% | 17.96% | 16.85% | 50.76% | 32.78% | 31.63% | 19.23% | 18.02% | 15.38% | -9.26% | -13.52% | 11.83% | 0.81 | 0.85 | 1.39 |
Kotak Infrastructure & Economic Reform Fund |
4 | | 41.55% | 29.78% | 29.04% | 17.57% | % | 43.53% | 31.63% | 30.80% | 19.17% | % | 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 | | 28.03% | 22.78% | 23.27% | 16.44% | 16.05% | 29.42% | 24.11% | 24.60% | 17.73% | 17.29% | 12.91% | -7.71% | -12.91% | 7.60% | 0.74 | 0.57 | 1.10 |
Tata India Consumer Fund |
2 | | 31.34% | 21.84% | 21.99% | 15.64% | % | 33.02% | 23.42% | 23.62% | 17.28% | % | 14.46% | -11.79% | -16.34% | 3.17% | 0.91 | 0.48 | 0.88 |
Sundaram Consumption Fund |
3 | | 25.64% | 21.07% | 18.80% | 12.95% | 14.86% | 26.74% | 22.15% | 19.83% | 13.90% | 15.75% | 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 | | 27.58% | 20.89% | 16.63% | 14.64% | 14.98% | 29.28% | 22.53% | 18.16% | 16.24% | 16.73% | 14.42% | -14.36% | -19.69% | 8.38% | 0.89 | 0.42 | 0.78 |
Sbi Banking & Financial Services Fund |
2 | | 28.41% | 18.38% | 15.09% | 15.22% | % | 29.83% | 19.75% | 16.43% | 16.58% | % | 13.41% | -11.35% | -18.11% | 7.34% | 0.84 | 0.39 | 0.73 |
Baroda Bnp Paribas Banking & Financial Services Fund |
3 | | 22.33% | 17.56% | 12.38% | 12.19% | 10.93% | 23.93% | 18.88% | 13.49% | 13.21% | 11.92% | 14.41% | -12.08% | -17.15% | 4.78% | 0.94 | 0.35 | 0.58 |