| 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 |
1.0 | | 55.65% | 28.89% | 26.37% | 17.86% | 16.54% | 56.74% | 29.75% | 27.19% | 18.64% | 17.28% | 13.34% | -10.25% | -12.35% | 9.18% | 0.95 | 0.80 | 1.50 |
| Hdfc Taxsaver |
2.0 | | 46.32% | 26.99% | 22.18% | 14.97% | 14.49% | 47.20% | 27.77% | 22.90% | 15.69% | 15.19% | 11.72% | -6.28% | -11.74% | 9.40% | 0.86 | 0.91 | 1.59 |
| Quant Tax Plan |
3.0 | | 53.74% | 25.87% | 35.49% | 24.66% | 24.50% | 55.32% | 27.72% | 37.72% | 26.32% | 25.77% | 16.36% | -12.73% | -19.99% | 13.97% | 0.90 | 0.67 | 1.26 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
4.0 | | 56.46% | 24.38% | 24.55% | 16.74% | % | 58.34% | 25.90% | 26.13% | 18.23% | % | 13.82% | -15.77% | -13.82% | 6.52% | 0.94 | 0.71 | 1.25 |
| Bank Of India Tax Advantage Fund |
5.0 | | 53.49% | 22.95% | 29.31% | 20.22% | 18.55% | 55.08% | 24.29% | 30.71% | 21.59% | 20.03% | 14.32% | -16.59% | -15.72% | 4.62% | 0.98 | 0.60 | 1.14 |
| Jm Tax Gain Fund |
6.0 | | 51.40% | 24.64% | 25.00% | 18.42% | 17.83% | 53.17% | 25.87% | 26.12% | 19.43% | 19.12% | 13.76% | -14.82% | -13.70% | 4.28% | 0.95 | 0.61 | 1.12 |
| Iti Long Term Equity Fund |
7.0 | | 54.68% | 20.22% | % | % | % | 57.50% | 22.59% | % | % | % | 13.06% | -17.82% | -11.90% | 1.91% | 0.86 | 0.53 | 0.88 |
| Franklin India Taxshield |
8.0 | | 44.21% | 23.40% | 22.01% | 15.70% | 16.08% | 45.36% | 24.42% | 23.08% | 16.75% | 17.14% | 12.72% | -11.97% | -13.26% | 4.20% | 0.93 | 0.61 | 1.17 |
| 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 |
1.0 | | 54.67% | 32.24% | 37.47% | 24.03% | 25.12% | 55.92% | 33.39% | 38.66% | 25.21% | 26.32% | 14.69% | -10.63% | -14.25% | 9.66% | 0.82 | 0.96 | 1.74 |
| Franklin India Smaller Companies Fund |
2.0 | | 55.17% | 30.27% | 30.55% | 18.73% | 20.20% | 56.46% | 31.38% | 31.67% | 19.86% | 21.51% | 14.58% | -13.78% | -14.83% | 10.03% | 0.75 | 0.91 | 1.63 |
| Quant Small Cap Fund |
3.0 | | 60.18% | 29.73% | 45.99% | 27.41% | 21.66% | 61.71% | 31.47% | 47.69% | 28.60% | 22.47% | 18.94% | -15.77% | -22.25% | 7.57% | 0.99 | 0.77 | 1.49 |
| Tata Small Cap Fund |
4.0 | | 45.91% | 26.76% | 33.29% | % | % | 48.02% | 28.94% | 35.63% | % | % | 14.17% | -11.09% | -11.09% | 13.97% | 0.62 | 0.87 | 1.53 |
| 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) |
1.0 | | 67.39% | 38.76% | 33.86% | 21.40% | 21.61% | 69.26% | 40.35% | 35.43% | 22.87% | 23.11% | 13.32% | -9.07% | -13.20% | 15.97% | 0.70 | 1.18 | 2.06 |
| Quant Mid Cap Fund |
2.0 | | 59.85% | 31.64% | 37.28% | 25.24% | 21.00% | 61.64% | 33.95% | 39.75% | 27.02% | 22.15% | 16.36% | -11.98% | -19.24% | 8.49% | 0.95 | 0.92 | 1.61 |
| Hdfc Mid Cap Opportunities Fund |
3.0 | | 50.97% | 30.45% | 30.34% | 19.57% | 20.62% | 51.98% | 31.35% | 31.23% | 20.50% | 21.62% | 13.09% | -9.43% | -16.06% | 6.19% | 0.80 | 0.90 | 1.60 |
| Nippon India Growth Fund |
4.0 | | 57.29% | 29.11% | 30.69% | 20.76% | 19.96% | 58.54% | 30.13% | 31.67% | 21.65% | 20.84% | 14.13% | -10.18% | -14.69% | 4.25% | 0.89 | 0.88 | 1.51 |
| Mahindra Manulife Mid Cap Unnati Yojana |
5.0 | | 60.78% | 27.72% | 30.88% | % | % | 63.19% | 29.79% | 33.01% | % | % | 14.99% | -12.74% | -18.97% | 1.05% | 0.94 | 0.69 | 1.31 |
| 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 Large Cap Fund |
1.0 | | 38.50% | 25.72% | 21.51% | 16.43% | 16.15% | 39.69% | 26.79% | 22.54% | 17.47% | 17.20% | 12.85% | -7.75% | -12.86% | 7.90% | 0.97 | 0.77 | 1.36 |
| Jm Large Cap Fund |
2.0 | | 46.77% | 22.68% | 20.36% | 14.84% | 13.47% | 48.35% | 23.79% | 21.52% | 15.97% | 14.73% | 12.28% | -10.73% | -11.47% | 7.23% | 0.86 | 0.60 | 1.09 |
| Icici Prudential Bluechip Fund |
3.0 | | 38.92% | 22.40% | 21.25% | 16.15% | 15.45% | 39.71% | 23.14% | 21.99% | 16.96% | 16.34% | 11.53% | -8.34% | -11.65% | 8.25% | 0.75 | 0.65 | 1.20 |
| Hdfc Top 100 Fund |
4.0 | | 35.26% | 22.57% | 18.92% | 14.70% | 14.10% | 36.04% | 23.30% | 19.62% | 15.41% | 14.82% | 12.73% | -6.79% | -14.29% | 7.36% | 0.82 | 0.61 | 1.11 |
| Invesco India Largecap Fund |
5.0 | | 38.60% | 18.90% | 19.74% | 14.94% | 14.53% | 40.51% | 20.62% | 21.39% | 16.66% | 16.32% | 13.30% | -14.38% | -14.03% | 3.45% | 0.96 | 0.46 | 0.87 |
| Edelweiss Large Cap Fund |
6.0 | | 33.12% | 18.82% | 19.55% | 15.33% | 14.54% | 35.20% | 20.66% | 21.41% | 16.93% | 15.89% | 12.00% | -11.44% | -12.40% | 3.04% | 0.91 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quant Large & Mid Cap Fund |
1.0 | | 60.08% | 29.84% | 30.57% | 20.00% | 21.68% | 62.24% | 31.96% | 32.15% | 21.18% | 22.53% | 15.41% | -10.93% | -18.62% | 6.04% | 1.01 | 0.77 | 1.34 |
| Icici Prudential Large & Mid Cap Fund |
2.0 | | 45.20% | 27.27% | 25.29% | 17.49% | 16.07% | 46.49% | 28.35% | 26.32% | 18.54% | 17.14% | 12.24% | -7.36% | -12.46% | 7.89% | 0.84 | 0.83 | 1.54 |
| Bandhan Core Equity Fund |
3.0 | | 55.32% | 26.40% | 25.15% | 17.30% | 17.10% | 57.13% | 27.90% | 26.64% | 18.79% | 18.67% | 13.19% | -11.13% | -14.71% | 4.65% | 0.94 | 0.72 | 1.35 |
| Motilal Oswal Large And Midcap Fund |
4.0 | | 51.40% | 24.48% | % | % | % | 53.46% | 26.31% | % | % | % | 13.61% | -17.05% | -15.77% | 5.67% | 0.91 | 0.73 | 1.33 |
| Hdfc Large And Mid Cap Fund |
5.0 | | 45.23% | 26.31% | 25.60% | 17.82% | 15.22% | 46.45% | 27.33% | 26.40% | 18.39% | 15.65% | 13.37% | -9.60% | -13.86% | 4.57% | 0.97 | 0.77 | 1.38 |
| Kotak Equity Opportunities Fund |
6.0 | | 43.33% | 23.20% | 24.17% | 17.28% | 17.82% | 44.93% | 24.67% | 25.62% | 18.67% | 19.23% | 11.98% | -8.90% | -14.21% | 6.52% | 0.84 | 0.66 | 1.22 |
| 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 |
1.0 | | 64.88% | 32.69% | 28.09% | 20.07% | 19.35% | 67.31% | 34.08% | 29.30% | 21.14% | 20.64% | 13.03% | -8.82% | -9.71% | 11.37% | 0.91 | 1.02 | 1.63 |
| Quant Flexi Cap Fund |
2.0 | | 56.88% | 26.27% | 35.33% | 22.70% | 21.66% | 58.74% | 27.63% | 36.77% | 23.83% | 22.66% | 17.03% | -10.68% | -17.17% | 9.65% | 1.08 | 0.75 | 1.34 |
| Hdfc Flexi Cap Fund |
3.0 | | 43.07% | 27.71% | 23.38% | 17.50% | 16.15% | 44.03% | 28.55% | 24.15% | 18.30% | 16.99% | 12.99% | -6.00% | -13.63% | 9.05% | 0.91 | 0.84 | 1.47 |
| Franklin India Flexi Cap Fund |
4.0 | | 43.32% | 23.67% | 23.88% | 16.28% | 16.76% | 44.41% | 24.61% | 24.82% | 17.24% | 17.82% | 12.55% | -11.84% | -13.63% | 4.86% | 0.92 | 0.63 | 1.22 |
| Parag Parikh Flexi Cap Fund |
5.0 | | 36.00% | 18.97% | 25.56% | 20.44% | 18.17% | 37.01% | 20.01% | 26.70% | 21.44% | 19.05% | 11.20% | -14.46% | -13.23% | 6.65% | 0.71 | 0.56 | 1.17 |
| 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 |
1.0 | | 46.86% | 31.63% | 25.91% | 19.00% | 17.06% | 48.02% | 32.60% | 26.81% | 19.86% | 17.92% | 13.33% | -8.74% | -13.58% | 14.06% | 0.91 | 1.07 | 1.78 |
| Bank Of India Flexi Cap Fund |
2.0 | | 62.69% | 25.89% | % | % | % | 65.01% | 27.81% | % | % | % | 14.87% | -15.36% | -18.31% | 6.78% | 1.01 | 0.69 | 1.26 |
| Icici Prudential Multicap Fund |
3.0 | | 46.34% | 23.52% | 22.66% | 16.99% | 16.61% | 47.55% | 24.60% | 23.77% | 18.10% | 17.69% | 12.49% | -10.66% | -13.11% | 6.66% | 0.88 | 0.72 | 1.31 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mahindra Manulife Focused Equity Yojana |
1.0 | | 52.02% | 25.97% | % | % | % | 54.58% | 28.42% | % | % | % | 12.73% | -8.65% | -13.84% | 6.99% | 0.91 | 0.71 | 1.36 |
| Hdfc Focused 30 Fund |
2.0 | | 42.63% | 28.85% | 23.55% | 15.55% | 14.89% | 44.38% | 30.55% | 25.02% | 16.86% | 16.12% | 11.96% | -5.26% | -14.60% | 12.91% | 0.80 | 0.95 | 1.73 |
| Jm Focused Fund |
3.0 | | 46.95% | 25.09% | 19.51% | 13.92% | 15.08% | 48.69% | 26.34% | 20.91% | 15.29% | 16.57% | 13.62% | -13.36% | -14.84% | 9.04% | 0.91 | 0.62 | 1.16 |
| Invesco India Focused 20 Equity Fund |
4.0 | | 61.94% | 23.54% | % | % | % | 64.10% | 25.43% | % | % | % | 14.25% | -17.59% | -16.52% | 5.63% | 0.94 | 0.59 | 1.15 |
| Icici Prudential Focused Equity Fund |
5.0 | | 44.75% | 24.96% | 24.45% | 17.50% | 15.47% | 46.47% | 26.55% | 25.95% | 18.87% | 16.82% | 12.65% | -9.93% | -13.05% | 5.76% | 0.90 | 0.66 | 1.25 |
| 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 |
1.0 | | 63.53% | 31.83% | 29.19% | 19.61% | 19.78% | 65.29% | 32.89% | 30.15% | 20.47% | 20.92% | 13.71% | -12.74% | -12.84% | 13.60% | 0.84 | 0.92 | 1.57 |
| Tata Equity P/E Fund |
2.0 | | 50.46% | 27.00% | 23.30% | 16.07% | 17.41% | 51.92% | 28.29% | 24.70% | 17.41% | 18.61% | 12.69% | -9.51% | -11.82% | 10.37% | 0.89 | 0.75 | 1.33 |
| Templeton India Value Fund |
3.0 | | 45.72% | 27.84% | 26.39% | 16.51% | 16.74% | 47.44% | 29.26% | 27.70% | 17.64% | 17.78% | 13.37% | -9.17% | -13.19% | 9.74% | 0.93 | 0.84 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lic Mf Infrastructure Fund |
1.0 | | 85.69% | 38.20% | 30.09% | 20.52% | 16.78% | 87.68% | 39.76% | 31.46% | 21.86% | 18.10% | 13.28% | -7.41% | -10.07% | 13.57% | 0.72 | 1.37 | 1.95 |
| Sbi Infrastructure Fund |
2.0 | | 62.33% | 32.84% | 29.14% | 20.19% | 18.33% | 63.26% | 33.53% | 29.83% | 20.94% | 19.04% | 12.38% | -7.22% | -11.93% | 12.75% | 0.74 | 1.26 | 2.09 |
| Icici Prudential Infrastructure Fund |
3.0 | | 62.05% | 39.86% | 31.58% | 21.29% | 18.14% | 63.24% | 40.74% | 32.34% | 22.08% | 18.91% | 13.70% | -6.68% | -14.07% | 15.56% | 0.86 | 1.47 | 2.32 |
| Franklin Build India Fund |
4.0 | | 68.01% | 35.26% | 29.38% | 20.65% | 21.37% | 69.73% | 36.66% | 30.73% | 21.99% | 22.82% | 14.94% | -10.34% | -10.53% | 11.76% | 0.58 | 1.18 | 1.92 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Icici Prudential Bharat Consumption Fund |
1.0 | | 37.56% | 26.14% | 22.42% | % | % | 38.75% | 27.29% | 23.86% | % | % | 10.23% | -5.85% | -9.58% | 9.24% | 0.64 | 0.89 | 1.51 |
| Nippon India Consumption Fund |
2.0 | | 41.09% | 25.65% | 27.29% | 18.31% | 16.07% | 42.82% | 27.21% | 28.62% | 19.47% | 17.12% | 12.15% | -7.88% | -10.56% | 8.19% | 0.79 | 0.87 | 1.43 |
| Sbi Consumption Opportunities Fund |
3.0 | | 37.96% | 27.49% | 25.37% | 18.57% | 17.88% | 39.47% | 28.87% | 26.72% | 19.88% | 19.13% | 11.20% | -6.99% | -12.04% | 12.77% | 0.61 | 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 Fund |
1.0 | | 28.73% | 20.35% | 18.25% | 14.06% | 15.21% | 30.49% | 22.12% | 19.81% | 15.45% | 16.39% | 15.00% | -15.58% | -18.01% | 9.58% | 0.91 | 0.49 | 0.88 |
| Invesco India Financial Services Fund |
2.0 | | 34.38% | 17.97% | 17.04% | 13.37% | 15.96% | 36.15% | 19.57% | 18.55% | 14.98% | 17.74% | 15.53% | -18.28% | -20.62% | 8.61% | 0.89 | 0.41 | 0.78 |
| Nippon India Banking & Financial Services Fund |
3.0 | | 23.88% | 18.63% | 15.64% | 11.81% | 14.31% | 24.87% | 19.58% | 16.53% | 12.67% | 15.16% | 16.05% | -12.63% | -19.73% | 8.07% | 0.91 | 0.49 | 0.89 |