Ranking Date: 31-Dec-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

Jm Aggressive Hybrid Fund

1 | 13.16% 19.74% 22.45% 13.79% 11.52% 15.18% 21.36% 23.83% 15.07% 12.64% 11.14% -7.58% -9.81% % 0.80 1.27

Edelweiss Aggressive Hybrid Fund

2 | 14.45% 15.67% 16.58% 12.74% 11.58% 16.38% 17.79% 18.67% 14.59% 13.03% 9.65% -7.93% -10.58% % 0.46 0.91

Uti Aggressive Hybrid Fund

3 | 15.59% 15.70% 17.20% 11.47% 11.44% 16.32% 16.42% 17.98% 12.22% 12.16% 9.72% -6.94% -10.63% % 0.47 0.90

Kotak Equity Hybrid Fund

4 | 15.93% 13.86% 16.23% 12.54% 11.97% 17.49% 15.44% 17.82% 14.04% 13.54% 9.27% -6.90% -10.80% % 0.42 0.82

Invesco India Aggressive Hybrid Fund

5 | 19.06% 14.35% 13.60% % % 21.02% 16.22% 15.44% % % 10.25% -11.86% -11.29% % 0.40 0.77

Bank Of India Mid & Small Cap Equity & Debt Fund

6 | 13.61% 15.50% 23.02% 13.33% % 15.03% 16.74% 24.23% 14.41% % 13.61% -18.23% -19.78% % 0.34 0.68

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 Balanced Advantage Fund

1 | 11.16% 20.27% 18.98% 13.63% 13.29% 11.86% 21.04% 19.72% 14.40% 14.03% 9.29% -3.79% -8.53% % 0.90 1.49

Invesco India Balanced Advantage Fund

2 | 11.94% 12.12% 11.08% 8.34% 9.21% 13.45% 13.63% 12.58% 9.73% 10.77% 7.82% -7.32% -8.81% % 0.36 0.70

Axis Balanced Advantage Fund

3 | 15.15% 11.93% 11.56% 9.41% % 16.54% 13.36% 12.98% 10.89% % 7.94% -7.91% -8.07% % 0.29 0.57

Icici Prudential Balanced Advantage Fund

4 | 10.42% 11.75% 12.14% 10.62% 10.52% 11.10% 12.46% 12.84% 11.38% 11.50% 5.15% -3.16% -3.49% % 0.50 0.94

Sbi Balanced Advantage Fund

5 | 10.75% 12.77% % % % 11.75% 13.85% % % % 6.14% -3.76% -5.85% % 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

Parag Parikh Conservative Hybrid Fund

1 | 11.34% 11.26% % % % 11.67% 11.59% % % % 3.23% -1.22% -2.25% % 0.67 1.22

Icici Prudential Regular Savings Fund

2 | 10.28% 8.99% 9.46% 8.83% 9.00% 11.11% 9.82% 10.33% 9.66% 9.85% 3.16% -1.47% -2.45% % 0.31 0.66

Franklin India Debt Hybrid Fund

3 | 9.14% 8.36% 7.71% 7.16% 7.17% 9.91% 9.19% 8.55% 7.97% 8.02% 3.57% -2.55% -3.25% % 0.20 0.43

Hdfc Hybrid Debt Fund

4 | 8.80% 9.88% 10.35% 8.42% 8.45% 9.40% 10.43% 10.86% 8.95% 8.99% 3.92% -2.16% -3.18% % 0.36 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

Invesco India Arbitrage Fund

1 | 7.52% 6.74% 5.58% 5.67% 5.93% 8.23% 7.47% 6.29% 6.36% 6.59% 0.54% 0.00% 0.00% % -0.13 -0.37

Kotak Equity Arbitrage Fund

2 | 7.73% 6.63% 5.62% 5.78% 6.04% 8.36% 7.26% 6.23% 6.36% 6.61% 0.63% -0.04% 0.00% % -0.17 -0.51

Uti Arbitrage Fund

3 | 7.62% 6.35% 5.43% 5.64% 5.91% 8.16% 6.94% 6.02% 6.21% 6.47% 0.63% -0.04% 0.00% % -0.29 -0.93

Edelweiss Arbitrage Fund

4 | 7.62% 6.45% 5.51% 5.69% 6.02% 8.36% 7.20% 6.27% 6.43% 6.71% 0.61% -0.05% 0.00% % -0.26 -0.81

Icici Prudential Equity - Arbitrage Fund

5 | 7.52% 6.37% 5.42% 5.60% 5.90% 8.14% 7.00% 6.01% 6.21% 6.51% 0.61% -0.02% 0.00% % -0.29 -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

Kotak Equity Savings Fund

1 | 9.70% 10.77% 10.62% 9.20% 9.04% 10.94% 11.96% 11.76% 10.23% 10.00% 4.36% -2.49% -2.66% % 0.45 0.93

Invesco India Equity Savings Fund

2 | 12.49% 9.13% 8.73% % % 14.25% 10.88% 10.53% % % 5.55% -6.66% -6.10% % 0.22 0.47

Edelweiss Equity Savings Fund

3 | 11.43% 9.55% 10.24% 8.79% % 12.51% 10.83% 11.51% 10.02% % 4.03% -3.11% -4.21% % 0.29 0.63

Sbi Equity Savings Fund

4 | 8.27% 9.49% 10.34% 8.53% % 8.85% 10.06% 10.98% 9.35% % 4.93% -4.43% -4.14% % 0.31 0.61