Ranking Date: 31-Jan-2025

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 Aggressive Hybrid Fund

1 | 10.57% 13.52% 12.58% % % 12.36% 15.37% 14.41% % % 10.73% -10.33% -13.18% 2.89% 1.09 0.31 0.64

Uti Aggressive Hybrid Fund

2 | 10.46% 15.29% 17.55% 12.16% 11.24% 11.16% 16.01% 18.32% 12.92% 11.96% 10.04% -7.39% -10.63% 3.89% 1.09 0.39 0.77

Icici Prudential Equity & Debt Fund

3 | 7.86% 17.07% 20.87% 15.82% 14.29% 8.51% 17.74% 21.54% 16.56% 15.26% 9.54% -7.11% -10.28% 6.40% 1.01 0.52 0.98

Edelweiss Aggressive Hybrid Fund

4 | 8.61% 15.20% 16.10% 13.60% 11.38% 10.40% 17.29% 18.18% 15.47% 12.84% 10.04% -7.67% -12.03% 4.07% 1.07 0.38 0.77

Dsp Equity & Bond Fund

5 | 13.73% 13.17% 13.78% 12.62% 11.88% 14.92% 14.35% 14.95% 13.77% 13.02% 11.09% -12.35% -11.69% 0.63% 1.15 0.25 0.47

Jm Aggressive Hybrid Fund

6 | 5.78% 19.08% 21.47% 14.16% 11.26% 7.65% 20.71% 22.85% 15.45% 12.38% 12.15% -10.75% -11.93% 8.78% 1.02 0.52 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

Axis Balanced Advantage Fund

1 | 10.41% 11.94% 11.06% 9.74% % 11.70% 13.33% 12.48% 11.21% % 7.90% -6.43% -8.35% 1.73% 1.07 0.31 0.60

Hdfc Balanced Advantage Fund

2 | 5.74% 19.59% 19.14% 14.57% 13.31% 6.39% 20.36% 19.87% 15.35% 14.06% 9.52% -5.04% -8.53% 8.30% 1.18 0.73 1.24

Icici Prudential Balanced Advantage Fund

3 | 7.66% 11.59% 12.25% 10.96% 10.39% 8.32% 12.29% 12.96% 11.72% 11.37% 5.24% -3.40% -3.92% 4.81% 0.70 0.45 0.86

Sbi Balanced Advantage Fund

4 | 6.53% 12.51% % % % 7.50% 13.58% % % % 6.16% -3.76% -5.85% 4.68% 0.82 0.46 0.88

Invesco India Balanced Advantage Fund

5 | 7.18% 11.58% 10.32% 8.89% 8.76% 8.64% 13.09% 11.80% 10.29% 10.31% 8.27% -7.64% -9.83% 1.11% 1.10 0.26 0.53

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 | 8.66% 10.78% % % % 8.99% 11.11% % % % 3.24% -1.22% -2.25% 5.29% 0.77 0.70 1.28

Franklin India Debt Hybrid Fund

2 | 7.45% 8.34% 7.44% 7.40% 7.15% 8.21% 9.17% 8.27% 8.21% 7.99% 3.65% -2.67% -3.25% 0.80% 1.00 0.17 0.37

Icici Prudential Regular Savings Fund

3 | 8.64% 8.94% 9.26% 9.14% 8.97% 9.46% 9.77% 10.12% 9.96% 9.82% 3.20% -1.47% -2.45% 2.43% 0.85 0.29 0.61

Hdfc Hybrid Debt Fund

4 | 6.39% 9.68% 10.23% 8.91% 8.48% 6.97% 10.24% 10.75% 9.44% 9.03% 3.95% -2.16% -3.17% 1.37% 1.12 0.34 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

Invesco India Arbitrage Fund

1 | 7.31% 6.76% 5.58% 5.66% 5.89% 8.03% 7.48% 6.29% 6.35% 6.56% 0.54% 0.00% 0.00% % -0.05 -0.15

Kotak Equity Arbitrage Fund

2 | 7.49% 6.68% 5.62% 5.77% 6.01% 8.12% 7.31% 6.24% 6.36% 6.57% 0.62% -0.04% 0.00% % -0.09 -0.26

Edelweiss Arbitrage Fund

3 | 7.32% 6.49% 5.52% 5.68% 5.98% 8.07% 7.24% 6.28% 6.42% 6.68% 0.61% -0.05% 0.00% % -0.18 -0.53

Sbi Arbitrage Opportunities Fund

4 | 7.26% 6.62% 5.41% 5.60% 5.79% 7.83% 7.15% 5.92% 6.13% 6.33% 0.60% -0.04% 0.00% % -0.11 -0.34

Uti Arbitrage Fund

5 | 7.41% 6.42% 5.44% 5.63% 5.88% 7.94% 7.01% 6.03% 6.20% 6.44% 0.62% -0.04% 0.00% % -0.21 -0.66

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

Edelweiss Equity Savings Fund

1 | 8.65% 9.48% 10.13% 9.05% % 9.70% 10.74% 11.40% 10.29% % 4.12% -3.12% -4.21% % 0.25 0.57

Dsp Equity Savings Fund

2 | 9.86% 9.30% 9.44% 8.02% % 10.82% 10.24% 10.65% 9.35% % 4.30% -3.00% -3.54% % 0.22 0.44

Kotak Equity Savings Fund

3 | 5.88% 10.35% 10.27% 9.32% 8.88% 7.07% 11.54% 11.41% 10.36% 9.83% 4.57% -2.62% -3.61% % 0.34 0.72

Uti Equity Savings Fund

4 | 6.93% 10.06% 10.99% % % 7.90% 10.99% 11.92% % % 4.71% -2.88% -5.03% % 0.30 0.61