| 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 | | 33.06% | 20.49% | 24.00% | 15.48% | 12.56% | 35.43% | 22.06% | 25.35% | 16.66% | 13.69% | 11.76% | -10.53% | -11.34% | % | 0.63 | 1.13 | |
| Icici Prudential Equity & Debt Fund |
2 | | 26.02% | 17.94% | 21.42% | 16.00% | 15.18% | 26.78% | 18.62% | 22.08% | 16.78% | 16.17% | 9.69% | -5.01% | -11.48% | % | 0.61 | 1.18 | |
| Edelweiss Aggressive Hybrid Fund |
3 | | 24.63% | 15.67% | 17.53% | 13.95% | 12.10% | 26.76% | 17.81% | 19.66% | 15.79% | 13.53% | 9.58% | -6.93% | -10.58% | % | 0.50 | 0.98 | |
| Uti Aggressive Hybrid Fund |
4 | | 26.16% | 14.95% | 18.56% | 12.51% | 12.00% | 26.96% | 15.67% | 19.35% | 13.27% | 12.71% | 10.06% | -8.25% | -13.20% | % | 0.42 | 0.84 | |
| Kotak Equity Hybrid Fund |
5 | | 26.39% | 13.89% | 17.90% | 13.81% | 12.75% | 28.10% | 15.48% | 19.52% | 15.34% | 14.31% | 9.39% | -6.44% | -10.80% | % | 0.41 | 0.80 | |
| Bank Of India Mid & Small Cap Equity & Debt Fund |
6 | | 25.90% | 16.79% | 25.48% | 15.35% | % | 27.39% | 18.02% | 26.68% | 16.43% | % | 13.74% | -17.76% | -19.78% | % | 0.39 | 0.80 |
| 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 | | 24.88% | 20.54% | 19.74% | 14.94% | 14.06% | 25.66% | 21.32% | 20.49% | 15.72% | 14.81% | 9.82% | -3.99% | -9.35% | % | 0.76 | 1.36 | |
| Sbi Balanced Advantage Fund |
2 | | 19.28% | 12.55% | % | % | % | 20.36% | 13.67% | % | % | % | 6.19% | -3.76% | -5.85% | % | 0.47 | 0.92 | |
| Axis Balanced Advantage Fund |
3 | | 25.20% | 11.25% | 12.18% | 10.04% | % | 26.67% | 12.68% | 13.61% | 11.53% | % | 7.91% | -7.53% | -7.87% | % | 0.31 | 0.60 | |
| Icici Prudential Balanced Advantage Fund |
4 | | 17.42% | 11.70% | 12.90% | 11.12% | 10.95% | 18.17% | 12.42% | 13.61% | 11.91% | 11.95% | 5.26% | -2.66% | -4.14% | % | 0.49 | 0.95 | |
| Invesco India Balanced Advantage Fund |
5 | | 21.23% | 11.58% | 11.58% | 9.03% | 9.74% | 22.87% | 13.10% | 13.08% | 10.44% | 11.32% | 7.96% | -7.27% | -8.81% | % | 0.32 | 0.63 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Parag Parikh Conservative Hybrid Fund |
1 | | 14.64% | 10.90% | % | % | % | 14.98% | 11.24% | % | % | % | 3.24% | -1.22% | -2.25% | % | 0.70 | 1.28 | |
| Sbi Conservative Hybrid Fund |
2 | | 12.90% | 8.92% | 10.95% | 8.82% | 9.35% | 13.47% | 9.48% | 11.57% | 9.50% | 10.15% | 3.28% | -1.83% | -2.57% | % | 0.40 | 0.82 | |
| Hdfc Hybrid Debt Fund |
3 | | 13.47% | 9.66% | 10.75% | 8.49% | 8.87% | 14.07% | 10.21% | 11.27% | 9.01% | 9.42% | 3.99% | -2.16% | -3.35% | % | 0.35 | 0.73 | |
| Kotak Debt Hybrid Fund |
4 | | 14.66% | 9.09% | 11.28% | 9.38% | 9.60% | 16.07% | 10.54% | 12.71% | 10.78% | 10.95% | 4.51% | -3.06% | -5.69% | % | 0.26 | 0.57 |
| 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 | | 7.72% | 6.60% | 5.51% | 5.67% | 5.95% | 8.44% | 7.32% | 6.22% | 6.35% | 6.61% | 0.58% | 0.00% | 0.00% | % | -0.14 | -0.42 | |
| Kotak Equity Arbitrage Fund |
2 | | 7.92% | 6.45% | 5.55% | 5.77% | 6.06% | 8.55% | 7.08% | 6.16% | 6.35% | 6.63% | 0.66% | -0.04% | 0.00% | % | -0.19 | -0.58 | |
| Edelweiss Arbitrage Fund |
3 | | 7.74% | 6.26% | 5.45% | 5.68% | 6.05% | 8.49% | 7.01% | 6.21% | 6.42% | 6.74% | 0.64% | -0.05% | 0.00% | % | -0.27 | -0.87 | |
| Uti Arbitrage Fund |
4 | | 7.76% | 6.17% | 5.37% | 5.63% | 5.94% | 8.32% | 6.76% | 5.96% | 6.20% | 6.50% | 0.65% | -0.04% | 0.00% | % | -0.30 | -0.99 | |
| Sbi Arbitrage Opportunities Fund |
5 | | 7.66% | 6.39% | 5.36% | 5.61% | 5.86% | 8.23% | 6.93% | 5.86% | 6.14% | 6.39% | 0.64% | -0.04% | 0.00% | % | -0.22 | -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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Equity Savings Fund |
1 | | 14.86% | 10.43% | 10.88% | 9.59% | 9.27% | 16.15% | 11.60% | 12.01% | 10.61% | 10.21% | 4.46% | -2.49% | -3.58% | % | 0.40 | 0.83 | |
| Sbi Equity Savings Fund |
2 | | 13.44% | 9.61% | 11.16% | 9.26% | % | 14.03% | 10.19% | 11.80% | 10.11% | % | 4.92% | -4.29% | -4.14% | % | 0.32 | 0.64 | |
| Dsp Equity Savings Fund |
3 | | 15.81% | 9.48% | 9.82% | 8.00% | % | 16.81% | 10.43% | 11.07% | 9.36% | % | 4.40% | -2.54% | -4.64% | % | 0.25 | 0.54 | |
| Invesco India Equity Savings Fund |
4 | | 18.19% | 8.90% | 9.25% | % | % | 20.02% | 10.66% | 11.07% | % | % | 5.62% | -6.42% | -6.10% | % | 0.19 | 0.40 |