Ranking Date: 29-Nov-2024

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
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

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