| 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 | | 16.73% | 18.58% | 22.65% | 14.45% | 12.01% | 18.82% | 20.17% | 24.03% | 15.72% | 13.14% | 11.14% | -7.58% | -9.81% | % | 0.80 | 1.27 | |
| Edelweiss Aggressive Hybrid Fund |
2 | | 16.34% | 14.35% | 16.83% | 13.32% | 11.88% | 18.29% | 16.44% | 18.93% | 15.17% | 13.33% | 9.65% | -7.93% | -10.58% | % | 0.46 | 0.91 | |
| Uti Aggressive Hybrid Fund |
3 | | 16.24% | 14.02% | 17.33% | 11.66% | 11.70% | 16.98% | 14.73% | 18.11% | 12.41% | 12.41% | 9.72% | -6.94% | -10.63% | % | 0.47 | 0.90 | |
| Kotak Equity Hybrid Fund |
4 | | 17.46% | 12.41% | 16.65% | 12.86% | 12.32% | 19.05% | 13.97% | 18.25% | 14.37% | 13.89% | 9.27% | -6.90% | -10.80% | % | 0.42 | 0.82 | |
| Invesco India Aggressive Hybrid Fund |
5 | | 20.68% | 13.02% | 14.01% | % | % | 22.67% | 14.87% | 15.86% | % | % | 10.25% | -11.86% | -11.29% | % | 0.40 | 0.77 | |
| Bank Of India Mid & Small Cap Equity & Debt Fund |
6 | | 17.90% | 13.98% | 24.31% | 13.78% | % | 19.38% | 15.21% | 25.56% | 14.87% | % | 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 | | 13.54% | 19.42% | 19.23% | 14.16% | 13.73% | 14.25% | 20.19% | 19.97% | 14.93% | 14.48% | 9.29% | -3.79% | -8.53% | % | 0.90 | 1.49 | |
| Invesco India Balanced Advantage Fund |
2 | | 12.84% | 10.84% | 11.26% | 8.72% | 9.55% | 14.39% | 12.34% | 12.76% | 10.12% | 11.11% | 7.82% | -7.32% | -8.81% | % | 0.36 | 0.70 | |
| Axis Balanced Advantage Fund |
3 | | 15.63% | 10.80% | 11.68% | 9.67% | % | 17.03% | 12.22% | 13.10% | 11.16% | % | 7.94% | -7.91% | -8.07% | % | 0.29 | 0.57 | |
| Icici Prudential Balanced Advantage Fund |
4 | | 11.23% | 11.26% | 12.30% | 10.74% | 10.67% | 11.91% | 11.96% | 13.01% | 11.51% | 11.66% | 5.15% | -3.16% | -3.49% | % | 0.50 | 0.94 | |
| Sbi Balanced Advantage Fund |
5 | | 11.83% | 12.00% | % | % | % | 12.85% | 13.08% | % | % | % | 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 | | 11.74% | 11.20% | % | % | % | 12.07% | 11.53% | % | % | % | 3.23% | -1.22% | -2.25% | % | 0.67 | 1.22 | |
| Icici Prudential Regular Savings Fund |
2 | | 10.82% | 8.64% | 9.58% | 8.93% | 9.11% | 11.65% | 9.48% | 10.44% | 9.76% | 9.96% | 3.16% | -1.47% | -2.45% | % | 0.31 | 0.66 | |
| Franklin India Debt Hybrid Fund |
3 | | 9.64% | 7.94% | 7.85% | 7.22% | 7.28% | 10.42% | 8.77% | 8.69% | 8.03% | 8.12% | 3.57% | -2.55% | -3.25% | % | 0.20 | 0.43 | |
| Hdfc Hybrid Debt Fund |
4 | | 9.27% | 9.35% | 10.42% | 8.50% | 8.54% | 9.86% | 9.90% | 10.94% | 9.02% | 9.08% | 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 | | 7.41% | 6.76% | 5.58% | 5.67% | 5.92% | 8.12% | 7.48% | 6.29% | 6.37% | 6.58% | 0.54% | 0.00% | 0.00% | % | -0.13 | -0.37 | |
| Kotak Equity Arbitrage Fund |
2 | | 7.61% | 6.66% | 5.62% | 5.78% | 6.03% | 8.24% | 7.28% | 6.23% | 6.37% | 6.60% | 0.63% | -0.04% | 0.00% | % | -0.17 | -0.51 | |
| Uti Arbitrage Fund |
3 | | 7.49% | 6.37% | 5.43% | 5.64% | 5.91% | 8.03% | 6.96% | 6.02% | 6.21% | 6.47% | 0.63% | -0.04% | 0.00% | % | -0.29 | -0.93 | |
| Edelweiss Arbitrage Fund |
4 | | 7.50% | 6.47% | 5.51% | 5.69% | 6.01% | 8.24% | 7.22% | 6.26% | 6.44% | 6.71% | 0.61% | -0.05% | 0.00% | % | -0.26 | -0.81 | |
| Icici Prudential Equity - Arbitrage Fund |
5 | | 7.40% | 6.38% | 5.42% | 5.61% | 5.89% | 8.03% | 7.01% | 6.01% | 6.21% | 6.50% | 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 | | 10.51% | 10.35% | 10.75% | 9.40% | 9.20% | 11.75% | 11.53% | 11.89% | 10.44% | 10.15% | 4.36% | -2.49% | -2.66% | % | 0.45 | 0.93 | |
| Invesco India Equity Savings Fund |
2 | | 13.10% | 8.49% | 8.93% | % | % | 14.87% | 10.23% | 10.73% | % | % | 5.55% | -6.66% | -6.10% | % | 0.22 | 0.47 | |
| Edelweiss Equity Savings Fund |
3 | | 11.99% | 8.90% | 10.41% | 9.00% | % | 13.07% | 10.18% | 11.69% | 10.23% | % | 4.03% | -3.11% | -4.21% | % | 0.29 | 0.63 | |
| Sbi Equity Savings Fund |
4 | | 9.35% | 8.98% | 10.54% | 8.79% | % | 9.92% | 9.55% | 11.18% | 9.62% | % | 4.93% | -4.43% | -4.14% | % | 0.31 | 0.61 |