Ranking Date: 28-Mar-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

Sbi Long Term Equity Fund

1.0 | 58.64% 28.26% 21.29% 16.86% 16.91% 59.77% 29.09% 22.06% 17.63% 17.65% 13.34% -10.25% -12.35% 8.62% 0.95 0.71 1.32

Hdfc Taxsaver

2.0 | 44.45% 26.86% 17.37% 13.73% 14.92% 45.32% 27.63% 18.07% 14.44% 15.62% 11.87% -6.28% -11.74% 8.91% 0.87 0.81 1.40

Quant Tax Plan

3.0 | 60.44% 30.80% 31.66% 24.26% 25.13% 62.20% 32.85% 33.83% 25.87% 26.39% 16.60% -12.73% -19.99% 15.75% 0.88 0.67 1.25

Motilal Oswal Long Term Equity Fund (Moflte)

4.0 | 56.22% 25.26% 20.22% 15.69% % 58.10% 26.81% 21.76% 17.17% % 13.73% -15.77% -13.82% 5.11% 0.93 0.58 1.03

Bank Of India Tax Advantage Fund

5.0 | 52.97% 24.92% 25.06% 19.71% 18.74% 54.52% 26.25% 26.42% 21.09% 20.22% 14.16% -16.59% -15.72% 5.72% 0.96 0.56 1.06

Franklin India Taxshield

6.0 | 44.08% 23.45% 17.42% 14.46% 16.28% 45.30% 24.48% 18.45% 15.50% 17.34% 12.82% -11.97% -13.26% 3.73% 0.93 0.52 1.00

Parag Parikh Tax Saver Fund

7.0 | 31.15% 21.81% % % % 32.58% 23.34% % % % 10.06% -7.38% -11.40% 8.99% 0.65 0.72 1.29

Iti Long Term Equity Fund

8.0 | 52.02% 18.50% % % % 54.79% 20.88% % % % 12.80% -17.82% -11.90% 1.58% 0.84 0.43 0.73

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 Small Cap Fund

1.0 | 70.29% 39.43% 37.50% 25.72% 20.57% 72.02% 41.43% 39.05% 26.85% 21.36% 19.49% -15.77% -22.25% 11.35% 1.01 0.79 1.51

Nippon India Small Cap Fund

2.0 | 55.84% 35.19% 29.68% 21.96% 26.44% 57.10% 36.36% 30.80% 23.13% 27.66% 14.40% -10.63% -14.25% 9.76% 0.82 0.90 1.65

Franklin India Smaller Companies Fund

3.0 | 56.63% 33.23% 23.32% 16.53% 21.12% 57.99% 34.36% 24.38% 17.66% 22.43% 14.14% -13.78% -14.83% 9.03% 0.74 0.80 1.45

Invesco India Smallcap Fund

4.0 | 55.27% 30.09% 25.96% % % 57.45% 32.07% 27.91% % % 15.38% -15.10% -15.62% 6.03% 0.81 0.72 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

Motilal Oswal Midcap 30 Fund (Mof30)

1.0 | 60.89% 37.25% 26.50% 18.02% 22.42% 62.68% 38.83% 27.99% 19.46% 23.92% 13.43% -9.07% -13.20% 14.79% 0.71 1.06 1.85

Quant Mid Cap Fund

2.0 | 67.34% 35.22% 30.97% 23.91% 20.04% 69.34% 37.82% 33.32% 25.61% 21.19% 16.35% -11.98% -19.24% 10.21% 0.94 0.88 1.54

Hdfc Mid Cap Opportunities Fund

3.0 | 55.02% 29.95% 23.64% 17.75% 21.00% 56.05% 30.85% 24.48% 18.68% 22.00% 13.08% -9.43% -16.06% 6.46% 0.80 0.84 1.48

Nippon India Growth Fund

4.0 | 55.22% 29.53% 24.48% 19.18% 20.05% 56.43% 30.55% 25.40% 20.05% 20.94% 14.01% -10.18% -14.69% 4.42% 0.89 0.77 1.32

Mahindra Manulife Mid Cap Unnati Yojana

5.0 | 60.90% 28.79% 24.71% % % 63.33% 30.91% 26.75% % % 14.80% -12.74% -18.97% 2.44% 0.93 0.62 1.19

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 | 43.01% 26.18% 17.42% 16.00% 16.86% 44.21% 27.24% 18.41% 17.05% 17.92% 13.08% -7.75% -12.86% 6.96% 0.98 0.66 1.17

Icici Prudential Bluechip Fund

2.0 | 39.49% 22.07% 17.64% 15.60% 15.81% 40.30% 22.81% 18.35% 16.42% 16.70% 11.65% -8.34% -11.65% 8.60% 0.74 0.58 1.08

Jm Large Cap Fund

3.0 | 44.20% 20.77% 16.67% 13.81% 13.72% 45.50% 21.83% 17.76% 14.88% 14.95% 12.32% -10.73% -11.47% 6.70% 0.86 0.51 0.93

Hdfc Top 100 Fund

4.0 | 36.58% 22.37% 15.58% 14.19% 14.54% 37.36% 23.09% 16.25% 14.91% 15.27% 12.89% -6.79% -14.29% 7.29% 0.82 0.53 0.97

Invesco India Largecap Fund

5.0 | 38.94% 19.71% 15.64% 14.13% 14.76% 40.92% 21.44% 17.25% 15.85% 16.54% 13.25% -14.38% -14.03% 2.91% 0.95 0.39 0.74

Edelweiss Large Cap Fund

6.0 | 33.13% 18.39% 16.09% 14.63% 14.98% 35.17% 20.20% 17.87% 16.18% 16.30% 12.11% -11.44% -12.40% 2.52% 0.92 0.39 0.74
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

Quant Large & Mid Cap Fund

1.0 | 62.10% 30.02% 25.84% 18.25% 22.46% 64.44% 32.21% 27.30% 19.34% 23.29% 15.39% -10.93% -18.62% 7.13% 1.00 0.72 1.27

Icici Prudential Large & Mid Cap Fund

2.0 | 45.78% 27.78% 20.95% 16.18% 16.30% 47.04% 28.85% 21.94% 17.24% 17.37% 12.40% -7.36% -12.46% 7.78% 0.85 0.75 1.38

Idfc Core Equity Fund

3.0 | 54.67% 26.14% 20.06% 15.90% 16.46% 56.48% 27.65% 21.50% 17.40% 18.01% 13.07% -11.13% -14.71% 4.07% 0.93 0.62 1.16

Hdfc Large And Mid Cap Fund

4.0 | 47.90% 27.06% 20.83% 16.79% % 49.11% 28.04% 21.55% 17.33% % 13.34% -9.60% -13.86% 4.17% 0.97 0.67 1.20

Motilal Oswal Large And Midcap Fund

5.0 | 52.99% 26.36% % % % 55.10% 28.27% % % % 13.62% -17.05% -15.77% 4.60% 0.91 0.62 1.12

Uti Core Equity Fund

6.0 | 46.28% 24.20% 19.04% 14.94% 15.29% 47.40% 25.05% 19.75% 15.62% 15.92% 12.70% -11.51% -12.34% 3.01% 0.90 0.57 1.08

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 | 60.29% 28.83% 22.93% 18.02% 19.25% 62.46% 30.10% 24.04% 19.05% 20.52% 12.78% -8.82% -9.71% 8.50% 0.91 0.79 1.32

Quant Flexi Cap Fund

2.0 | 59.46% 32.09% 30.22% 21.84% 22.80% 61.44% 33.43% 31.60% 22.90% 23.78% 17.45% -10.68% -17.17% 12.36% 1.06 0.76 1.32

Hdfc Flexi Cap Fund

3.0 | 42.46% 27.75% 19.28% 16.69% 16.62% 43.39% 28.58% 20.01% 17.50% 17.46% 13.15% -6.00% -13.63% 8.35% 0.92 0.74 1.29

Parag Parikh Flexi Cap Fund

4.0 | 36.93% 21.50% 22.55% 19.92% 18.84% 37.97% 22.61% 23.66% 20.91% 19.72% 11.27% -14.46% -13.23% 8.64% 0.69 0.57 1.18

Franklin India Flexi Cap Fund

5.0 | 43.48% 23.32% 18.48% 15.26% 16.99% 44.63% 24.24% 19.38% 16.22% 18.05% 12.75% -11.84% -13.63% 4.12% 0.92 0.53 1.02

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 | 52.15% 32.22% 20.73% 17.54% 17.47% 53.30% 33.18% 21.58% 18.38% 18.33% 13.20% -8.74% -13.58% 11.82% 0.91 0.89 1.51

Bank Of India Flexi Cap Fund

2.0 | 60.43% 27.82% % % % 62.65% 29.78% % % % 14.75% -15.36% -18.31% 7.74% 0.99 0.64 1.19

Icici Prudential Multicap Fund

3.0 | 48.88% 25.31% 18.31% 15.09% 17.09% 50.09% 26.41% 19.39% 16.19% 18.17% 12.60% -10.66% -13.11% 6.25% 0.89 0.64 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

Hdfc Focused 30 Fund

1.0 | 40.10% 29.52% 19.21% 14.37% 15.53% 41.85% 31.21% 20.61% 15.66% 16.76% 12.14% -5.26% -14.60% 11.89% 0.81 0.83 1.51

Mahindra Manulife Focused Equity Yojana

2.0 | 48.99% 25.82% % % % 51.52% 28.32% % % % 12.81% -8.65% -13.84% 7.18% 0.92 0.65 1.23

Quant Focused Fund

3.0 | 54.61% 22.96% 22.17% 17.16% 20.17% 57.14% 25.29% 24.33% 18.78% 21.38% 15.24% -10.78% -17.37% 10.61% 0.70 0.50 0.90

Icici Prudential Focused Equity Fund

4.0 | 44.55% 23.99% 19.37% 15.93% 15.24% 46.26% 25.56% 20.80% 17.27% 16.57% 12.88% -9.93% -13.05% 5.74% 0.91 0.60 1.12

Invesco India Focused 20 Equity Fund

5.0 | 65.20% 24.28% % % % 67.42% 26.20% % % % 14.02% -17.59% -16.52% 4.37% 0.93 0.48 0.95

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 | 61.15% 29.47% 22.27% 17.57% 19.55% 62.61% 30.43% 23.14% 18.38% 20.67% 13.47% -12.74% -12.84% 10.70% 0.84 0.74 1.29

Icici Prudential Value Discovery Fund

2.0 | 42.56% 27.10% 22.06% 16.91% 18.59% 43.33% 27.80% 22.72% 17.68% 19.53% 11.14% -5.93% -10.29% 4.43% 0.52 0.92 1.57

Tata Equity P/E Fund

3.0 | 48.79% 25.00% 18.42% 14.31% 18.29% 50.24% 26.27% 19.79% 15.63% 19.49% 12.52% -9.51% -11.82% 8.50% 0.89 0.61 1.09

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 Infrastructure Fund

1.0 | 66.48% 35.55% 25.16% 18.57% 19.19% 67.33% 36.24% 25.82% 19.30% 19.90% 12.52% -7.22% -11.93% 11.33% 0.75 1.10 1.83

Icici Prudential Infrastructure Fund

2.0 | 64.26% 42.00% 26.99% 19.56% 18.90% 65.37% 42.84% 27.72% 20.34% 19.67% 13.96% -6.68% -14.07% 14.57% 0.87 1.34 2.08

Lic Mf Infrastructure Fund

3.0 | 67.13% 33.53% 22.67% 17.03% 15.73% 68.96% 35.08% 23.96% 18.35% 17.02% 12.64% -7.41% -10.07% 9.15% 0.72 1.03 1.60

Franklin Build India Fund

4.0 | 72.43% 37.24% 23.84% 19.01% 22.42% 74.29% 38.66% 25.14% 20.35% 23.87% 14.94% -10.34% -10.53% 10.27% 0.58 0.99 1.63

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 Bharat Consumption Fund

1.0 | 40.11% 24.07% 17.42% % % 41.30% 25.25% 18.82% % % 10.46% -5.85% -9.58% 9.18% 0.65 0.80 1.35

Nippon India Consumption Fund

2.0 | 38.68% 25.26% 21.68% 14.54% 15.86% 40.34% 26.77% 22.91% 15.64% 16.90% 12.25% -7.88% -10.56% 7.97% 0.78 0.78 1.26

Sbi Consumption Opportunities Fund

3.0 | 34.64% 25.96% 18.69% 17.03% 16.89% 36.11% 27.32% 19.95% 18.32% 18.11% 11.05% -6.99% -12.04% 11.88% 0.60 0.83 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

Sundaram Financial Services Fund

1.0 | 34.86% 20.84% 16.83% 14.01% 15.80% 36.72% 22.63% 18.33% 15.38% 16.96% 14.89% -15.58% -18.01% 8.43% 0.90 0.37 0.66

Nippon India Banking & Financial Services Fund

2.0 | 30.42% 23.23% 12.91% 12.20% 15.54% 31.45% 24.21% 13.76% 13.07% 16.41% 16.01% -12.63% -19.73% 8.77% 0.91 0.41 0.73

Invesco India Financial Services Fund

3.0 | 35.39% 19.72% 14.37% 14.03% 16.35% 37.19% 21.35% 15.86% 15.67% 18.12% 15.32% -18.28% -20.62% 7.48% 0.88 0.30 0.57