| 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 | | 30.01% | 23.60% | 23.81% | 15.57% | 12.78% | 32.35% | 25.24% | 25.19% | 16.77% | 13.90% | 11.04% | -7.07% | -9.81% | % | 0.85 | 1.36 | |
| Kotak Equity Hybrid Fund |
2 | | 24.00% | 16.72% | 17.99% | 13.73% | 13.06% | 25.68% | 18.34% | 19.61% | 15.26% | 14.63% | 9.17% | -6.42% | -10.80% | % | 0.48 | 0.94 | |
| Uti Aggressive Hybrid Fund |
3 | | 22.59% | 17.83% | 18.63% | 12.55% | 12.30% | 23.37% | 18.56% | 19.42% | 13.32% | 13.01% | 9.64% | -6.80% | -10.63% | % | 0.52 | 1.00 | |
| Icici Prudential Equity & Debt Fund |
4 | | 19.69% | 20.21% | 21.11% | 15.77% | 15.01% | 20.42% | 20.90% | 21.77% | 16.53% | 16.00% | 9.38% | -5.44% | -8.42% | % | 0.69 | 1.29 | |
| Invesco India Aggressive Hybrid Fund |
5 | | 29.08% | 17.24% | 15.38% | % | % | 31.20% | 19.16% | 17.25% | % | % | 10.18% | -11.02% | -11.29% | % | 0.45 | 0.87 | |
| Edelweiss Aggressive Hybrid Fund |
6 | | 21.94% | 18.06% | 17.71% | 14.05% | 12.51% | 24.02% | 20.24% | 19.83% | 15.91% | 13.95% | 9.58% | -6.93% | -10.58% | % | 0.49 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hdfc Balanced Advantage Fund |
1 | | 19.43% | 23.00% | 19.85% | 14.89% | 14.19% | 20.17% | 23.79% | 20.59% | 15.67% | 14.94% | 9.32% | -3.79% | -8.53% | % | 0.96 | 1.57 | |
| Axis Balanced Advantage Fund |
2 | | 19.56% | 12.71% | 12.17% | 10.02% | % | 21.03% | 14.16% | 13.61% | 11.52% | % | 7.80% | -7.28% | -7.87% | % | 0.35 | 0.68 | |
| Invesco India Balanced Advantage Fund |
3 | | 18.10% | 14.20% | 11.89% | 9.17% | 10.01% | 19.71% | 15.74% | 13.39% | 10.58% | 11.59% | 7.77% | -6.85% | -8.81% | % | 0.39 | 0.77 | |
| Sbi Balanced Advantage Fund |
4 | | 15.88% | 13.37% | % | % | % | 16.93% | 14.48% | % | % | % | 6.04% | -3.76% | -5.85% | % | 0.53 | 1.02 | |
| Baroda Bnp Paribas Balanced Advantage Fund |
5 | | 17.30% | 13.58% | 15.81% | % | % | 18.70% | 15.03% | 17.31% | % | % | 9.06% | -9.44% | -10.64% | % | 0.35 | 0.69 |
| 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 | | 12.87% | 11.10% | % | % | % | 13.21% | 11.43% | % | % | % | 3.26% | -1.22% | -2.25% | % | 0.68 | 1.24 | |
| Hdfc Hybrid Debt Fund |
2 | | 11.07% | 10.35% | 10.75% | 8.58% | 8.84% | 11.67% | 10.90% | 11.27% | 9.11% | 9.38% | 3.89% | -2.16% | -3.18% | % | 0.40 | 0.82 | |
| Sbi Conservative Hybrid Fund |
3 | | 11.99% | 9.62% | 11.10% | 8.88% | 9.23% | 12.56% | 10.18% | 11.71% | 9.56% | 10.04% | 3.32% | -1.83% | -2.57% | % | 0.35 | 0.72 | |
| Icici Prudential Regular Savings Fund |
4 | | 12.01% | 9.57% | 9.71% | 8.96% | 9.40% | 12.86% | 10.41% | 10.57% | 9.79% | 10.25% | 3.15% | -1.47% | -2.45% | % | 0.34 | 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 | | 7.62% | 6.64% | 5.54% | 5.66% | 5.93% | 8.34% | 7.36% | 6.25% | 6.35% | 6.59% | 0.57% | 0.00% | 0.00% | % | -0.15 | -0.45 | |
| Kotak Equity Arbitrage Fund |
2 | | 7.87% | 6.53% | 5.58% | 5.77% | 6.04% | 8.51% | 7.15% | 6.19% | 6.35% | 6.60% | 0.65% | -0.04% | 0.00% | % | -0.20 | -0.59 | |
| Sbi Arbitrage Opportunities Fund |
3 | | 7.60% | 6.47% | 5.38% | 5.60% | 5.83% | 8.17% | 7.01% | 5.88% | 6.14% | 6.37% | 0.63% | -0.04% | 0.00% | % | -0.22 | -0.68 | |
| Uti Arbitrage Fund |
4 | | 7.74% | 6.26% | 5.40% | 5.63% | 5.92% | 8.29% | 6.85% | 5.99% | 6.20% | 6.48% | 0.64% | -0.04% | 0.00% | % | -0.31 | -1.01 | |
| Edelweiss Arbitrage Fund |
5 | | 7.68% | 6.34% | 5.47% | 5.67% | 6.02% | 8.43% | 7.09% | 6.22% | 6.42% | 6.71% | 0.63% | -0.05% | 0.00% | % | -0.28 | -0.90 |
| 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 | | 13.43% | 11.84% | 11.08% | 9.68% | 9.43% | 14.70% | 13.03% | 12.22% | 10.71% | 10.38% | 4.30% | -2.49% | -2.66% | % | 0.52 | 1.06 | |
| Dsp Equity Savings Fund |
2 | | 12.89% | 10.23% | 9.82% | 7.78% | % | 13.87% | 11.17% | 11.06% | 9.13% | % | 4.16% | -2.54% | -3.54% | % | 0.37 | 0.73 | |
| Sbi Equity Savings Fund |
3 | | 12.85% | 10.88% | 11.17% | 9.27% | % | 13.45% | 11.46% | 11.81% | 10.11% | % | 4.88% | -4.29% | -4.14% | % | 0.35 | 0.69 | |
| Invesco India Equity Savings Fund |
4 | | 17.58% | 10.43% | 9.51% | % | % | 19.41% | 12.21% | 11.33% | % | % | 5.50% | -6.23% | -6.10% | % | 0.24 | 0.49 |