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

Icici Prudential Equity & Debt Fund

1.0 | 40.19% 26.28% 20.33% 16.76% 17.57% 41.00% 26.98% 20.98% 17.62% 18.60% 9.52% -5.01% -7.12% 10.86% 1.03 1.04 1.72

Edelweiss Aggressive Hybrid Fund

2.0 | 32.69% 19.73% 16.40% 13.77% 14.15% 35.01% 22.00% 18.48% 15.50% 15.52% 8.80% -6.93% -9.48% 5.33% 0.97 0.65 1.18

Jm Equity Hybrid Fund

3.0 | 50.83% 23.76% 18.45% 14.90% 13.85% 53.05% 25.14% 19.64% 15.95% 14.91% 10.66% -10.03% -10.14% 6.50% 1.09 0.68 1.21

Quant Absolute Fund

4.0 | 38.99% 22.94% 24.32% 19.90% 18.62% 40.87% 24.40% 25.73% 21.02% 19.44% 12.68% -10.04% -13.27% 8.59% 1.07 0.64 1.16

Uti Hybrid Equity Fund

5.0 | 31.78% 19.26% 15.45% 12.38% 13.18% 32.61% 20.01% 16.22% 13.15% 13.88% 9.42% -7.25% -9.59% 4.87% 0.88 0.56 1.06

Nippon India Equity Hybrid Fund

6.0 | 30.01% 17.81% 10.78% 9.66% 12.27% 31.02% 18.72% 11.63% 10.69% 13.39% 9.29% -6.97% -10.21% 2.86% 1.01 0.49 0.93

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 Balanced Advantage Fund

1.0 | 21.32% 13.58% 12.64% 11.31% 12.24% 22.06% 14.32% 13.32% 12.17% 13.27% 4.59% -1.47% -3.49% 5.67% 0.62 0.65 1.15

Shriram Balanced Advantage Fund

2.0 | 27.18% 12.13% % % % 29.49% 14.20% % % % 7.86% -4.54% -8.04% 1.49% 0.75 0.28 0.52

Tata Balanced Advantage Fund

3.0 | 21.58% 12.91% 12.61% % % 23.29% 14.66% 14.44% % % 6.16% -3.89% -5.00% 3.36% 0.65 0.38 0.74

Nippon India Balanced Advantage Fund

4.0 | 24.02% 13.17% 11.46% 10.41% 12.20% 25.53% 14.67% 12.94% 11.76% 13.36% 6.50% -3.85% -5.53% 3.15% 0.65 0.36 0.68

Invesco India Dynamic Equity Fund

5.0 | 26.17% 12.72% 10.74% 9.58% 11.13% 27.86% 14.24% 12.20% 11.02% 12.73% 7.61% -7.25% -7.03% 2.07% 0.76 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

Kotak Debt Hybrid Fund

1.0 | 15.73% 10.56% 11.15% 9.29% 10.20% 17.22% 12.06% 12.56% 10.69% 11.52% 4.34% -3.06% -3.81% 2.10% 1.18 0.33 0.67

Uti Regular Savings Fund

2.0 | 13.07% 9.70% 8.10% 7.66% 9.04% 13.76% 10.34% 8.76% 8.34% 9.73% 4.22% -3.15% -3.51% 1.09% 0.96 0.23 0.44

Nippon India Hybrid Bond Fund

3.0 | 9.07% 8.29% 3.72% 4.30% 6.61% 9.90% 9.06% 4.44% 5.09% 7.47% 2.14% -1.02% -0.69% 3.53% 0.60 0.14 0.30

Franklin India Debt Hybrid Fund

4.0 | 13.90% 8.15% 7.91% 7.11% 8.56% 14.74% 9.00% 8.76% 7.93% 9.40% 3.41% -2.55% -3.25% 1.06% 0.91 0.04 0.08

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

Kotak Equity Arbitrage Fund

1.0 | 8.10% 5.80% 5.43% 5.69% 6.15% 8.74% 6.42% 6.03% 6.26% 6.72% % % % %

Sbi Arbitrage Opportunities Fund

2.0 | 7.97% 5.85% 5.28% 5.50% 5.94% 8.55% 6.36% 5.77% 6.03% 6.48% % % % %

Invesco India Arbitrage Fund

3.0 | 7.84% 5.84% 5.41% 5.54% 6.01% 8.56% 6.54% 6.11% 6.22% 6.66% % % % %

Edelweiss Arbitrage Fund

4.0 | 7.87% 5.64% 5.37% 5.60% % 8.62% 6.40% 6.13% 6.34% % % % % %

Uti Arbitrage Fund

5.0 | 7.84% 5.52% 5.27% 5.53% 5.96% 8.43% 6.13% 5.86% 6.10% 6.51% % % % %

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

Uti Equity Savings Fund

1.0 | 17.73% 11.78% 10.30% % % 18.70% 12.70% 11.21% % % 4.69% -2.43% -3.80% 1.84% 0.96 0.39 0.75

Union Equity Savings Fund

2.0 | 14.52% 7.86% 8.19% % % 14.90% 8.43% 8.76% % % 4.19% -3.91% -3.97% -1.96% 1.09 0.01 0.00

Kotak Equity Savings Fund

3.0 | 19.27% 12.16% 10.61% 9.83% % 20.56% 13.32% 11.70% 10.82% % % % % %

Sundaram Equity Savings Fund

4.0 | 20.35% % % % % % % % % % % % % %