| 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 |