In the Large & Mid Cap Fund category, Icici Prudential Large & Mid Cap Fund is the top ranked fund. The category has total 26 funds. The 5 star rating shows an excellent past performance of the Icici Prudential Large & Mid Cap Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 6.43% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.95 which is higher than the category average of 0.54. Read Full Review
In the Large & Mid Cap Fund category, Dsp Equity Opportunities Fund is the second ranked fund. The category has total 26 funds. The Dsp Equity Opportunities Fund has shown an excellent past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 3.34% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.77 which is higher than the category average of 0.54. Read Full Review
Bandhan Core Equity Fund is the third ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The 5 star rating shows an excellent past performance of the Bandhan Core Equity Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 5.25% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.89 which is higher than the category average of 0.54. Read Full Review
In the Large & Mid Cap Fund category, UTI Large & Mid Cap Fund is the 4th ranked fund. The category has total 26 funds. The UTI Large & Mid Cap Fund has shown an excellent past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 3.82% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.8 which is higher than the category average of 0.54. Read Full Review
Invesco India Large & Mid Cap Fund is the 5th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The 5 star rating shows an excellent past performance of the Invesco India Large & Mid Cap Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 3.35% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.75 which is higher than the category average of 0.54. Read Full Review
In the Large & Mid Cap Fund category, Nippon India Vision Fund is the 6th ranked fund. The category has total 26 funds. The 5 star rating shows an excellent past performance of the Nippon India Vision Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 2.49% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.72 which is higher than the category average of 0.54. Read Full Review
In the Large & Mid Cap Fund category, motilal oswal large and midcap fund is the 7th ranked fund. The category has total 26 funds. The motilal oswal large and midcap fund has shown a very good past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 4.83% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.81 which is higher than the category average of 0.54. Read Full Review
In the Large & Mid Cap Fund category, Sbi Large And Midcap Fund is the 8th ranked fund. The category has total 26 funds. The Sbi Large And Midcap Fund has shown a very good past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 1.88% which is higher than the category average of -0.27%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.65 which is higher than the category average of 0.54. Read Full Review
HDFC Large and Mid Cap Fund is the 9th ranked fund in the Large & Mid Cap Fund category. The category has total 26 funds. The HDFC Large and Mid Cap Fund has shown a very good past performence in Large & Mid Cap Fund. The fund has a Jensen Alpha of 1.95% which is higher than the category average of -0.27%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.71 which is higher than the category average of 0.54. Read Full Review
In the Large & Mid Cap Fund category, Kotak Equity Opportunities Fund is the 10th ranked fund. The category has total 26 funds. The 4 star rating shows a very good past performance of the Kotak Equity Opportunities Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 1.27% which is higher than the category average of -0.27%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.63 which is higher than the category average of 0.54. Read Full Review
| 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 |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
5.07% | 17.34% | 29.20% | 15.99% | 13.68% | 6.00% | 18.36% | 30.28% | 16.98% | 14.73% | 12.84% | -14.19% | -14.50% | 6.43% | 0.80 | 0.49 | 0.95 | |
| 2 | |
6.16% | 16.13% | 25.17% | 14.14% | 13.68% | 7.24% | 17.28% | 26.39% | 15.25% | 14.78% | 14.95% | -16.82% | -16.58% | 3.34% | 0.95 | 0.42 | 0.77 | |
| 3 | |
3.64% | 18.62% | 28.02% | 14.55% | 13.20% | 4.85% | 20.02% | 29.55% | 15.93% | 14.76% | 14.95% | -17.72% | -20.09% | 5.25% | 0.95 | 0.45 | 0.89 | |
| 4 | |
4.71% | 16.71% | 28.11% | 13.83% | 11.74% | 5.66% | 17.61% | 28.97% | 14.55% | 12.41% | 14.49% | -17.21% | -15.48% | 3.82% | 0.92 | 0.41 | 0.80 | |
| 5 | |
7.94% | 17.19% | 23.82% | 14.22% | 13.11% | 9.21% | 18.62% | 25.38% | 15.64% | 14.71% | 15.75% | -17.47% | -22.97% | 3.35% | 0.97 | 0.36 | 0.75 | |
| 6 | |
3.69% | 15.41% | 26.07% | 12.82% | 10.79% | 4.23% | 16.00% | 26.70% | 13.41% | 11.43% | 14.56% | -16.36% | -17.75% | 2.49% | 0.93 | 0.36 | 0.72 | |
| 7 | |
3.01% | 18.86% | 26.67% | % | % | 4.31% | 20.53% | 28.60% | % | % | 18.72% | -24.27% | -25.83% | 4.83% | 1.09 | 0.36 | 0.81 | |
| 8 | |
3.03% | 13.03% | 25.68% | 14.32% | 12.99% | 3.95% | 14.01% | 26.71% | 15.23% | 13.80% | 13.15% | -13.76% | -16.08% | 1.88% | 0.84 | 0.34 | 0.65 | |
| 9 | |
-0.64% | 15.27% | 28.13% | 15.41% | 12.27% | 0.17% | 16.22% | 29.04% | 16.05% | 12.75% | 15.27% | -18.35% | -17.86% | 1.95% | 0.99 | 0.37 | 0.71 | |
| 10 | |
-0.64% | 13.40% | 24.45% | 14.39% | 13.23% | 0.44% | 14.71% | 25.92% | 15.70% | 14.62% | 14.45% | -18.20% | -20.11% | 1.27% | 0.91 | 0.31 | 0.63 |
Return Calculated On: 09 April 2025 | Ratios Calculated On: 28 March 2025
As On: 09 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Advantage Fund |
-0.91
|
-5.08
|
-0.13
|
-10.26
|
-15.98
|
-2.35
|
5.80
|
19.65
|
9.29
|
9.83
|
11.39
|
| Bajaj Finserv Large and Mid Cap Fund |
-0.62
|
-3.51
|
0.01
|
-8.30
|
-12.71
|
3.55
|
|
|
|
|
|
| Baroda BNP Paribas Large & Mid Cap Fund |
-0.80
|
-3.72
|
1.44
|
-10.45
|
-14.72
|
-0.10
|
13.03
|
|
|
|
|
| Bank of India Large & Mid Cap Equity Fund |
-0.91
|
-5.43
|
-0.11
|
-10.23
|
-16.01
|
-5.45
|
11.54
|
20.99
|
10.50
|
9.98
|
9.94
|
| Canara Robeco Emerging Equities |
-0.67
|
-4.84
|
0.98
|
-9.97
|
-14.45
|
3.19
|
11.46
|
22.94
|
13.21
|
13.88
|
17.33
|
| Whiteoak Capital Large & Mid Cap Fund |
-0.79
|
-4.52
|
0.45
|
-9.90
|
-12.93
|
2.10
|
|
|
|
|
|
| Dsp Equity Opportunities Fund |
-0.67
|
-4.28
|
0.70
|
-6.68
|
-12.13
|
6.16
|
16.13
|
25.17
|
14.14
|
13.68
|
13.95
|
| Edelweiss Large & Mid Cap Fund |
-0.94
|
-4.91
|
-0.83
|
-11.80
|
-15.61
|
0.44
|
12.10
|
23.08
|
13.48
|
|
|
| Navi Large & Midcap Fund |
-0.72
|
-4.10
|
0.47
|
-10.67
|
-14.38
|
1.37
|
7.82
|
21.70
|
11.24
|
|
|
| Franklin India Equity Advantage Fund |
-0.17
|
-4.33
|
-0.30
|
-9.14
|
-13.69
|
1.78
|
10.28
|
24.09
|
11.07
|
9.87
|
12.03
|
As On: 09 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Advantage Fund |
-0.91
|
-5.06
|
-0.07
|
-10.09
|
-15.66
|
-1.57
|
6.67
|
20.67
|
10.26
|
10.86
|
|
| Baroda BNP Paribas Large & Mid Cap Fund |
-0.80
|
-3.70
|
1.54
|
-10.16
|
-14.17
|
1.20
|
14.55
|
|
|
|
|
| Bank of India Large & Mid Cap Equity Fund |
-0.91
|
-5.41
|
0.00
|
-9.97
|
-15.51
|
-4.35
|
12.71
|
22.26
|
11.71
|
11.25
|
|
| Canara Robeco Emerging Equities |
-0.66
|
-4.82
|
1.06
|
-9.74
|
-14.01
|
4.27
|
12.68
|
24.33
|
14.51
|
15.19
|
|
| Whiteoak Capital Large & Mid Cap Fund |
-0.78
|
-4.49
|
0.56
|
-9.57
|
-12.24
|
3.80
|
|
|
|
|
|
| Dsp Equity Opportunities Fund |
-0.66
|
-4.26
|
0.78
|
-6.45
|
-11.68
|
7.24
|
17.28
|
26.39
|
15.25
|
14.78
|
|
| Edelweiss Large & Mid Cap Fund |
-0.94
|
-4.89
|
-0.72
|
-11.49
|
-15.01
|
1.89
|
13.83
|
25.00
|
15.22
|
|
|
| Navi Large & Midcap Fund |
-0.71
|
-4.06
|
0.63
|
-10.25
|
-13.56
|
3.33
|
9.89
|
24.12
|
13.38
|
|
|
| Franklin India Equity Advantage Fund |
-0.16
|
-4.32
|
-0.24
|
-8.99
|
-13.38
|
2.52
|
11.10
|
25.05
|
11.92
|
10.73
|
|
| HDFC Large and Mid Cap Fund |
-0.76
|
-4.72
|
0.16
|
-8.97
|
-14.23
|
0.17
|
16.22
|
29.04
|
16.05
|
12.75
|
|
As On: 09 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Advantage Fund |
-16.76
|
7.25
|
10.21
|
10.99
|
10.59
|
12.43
|
| Baroda BNP Paribas Large & Mid Cap Fund |
-14.29
|
13.32
|
|
|
|
|
| Bank of India Large & Mid Cap Equity Fund |
-19.50
|
9.21
|
13.60
|
13.90
|
12.53
|
12.01
|
| Canara Robeco Emerging Equities |
-12.41
|
11.64
|
14.88
|
15.43
|
14.91
|
17.71
|
| Whiteoak Capital Large & Mid Cap Fund |
-12.04
|
|
|
|
|
|
| Dsp Equity Opportunities Fund |
-9.43
|
16.20
|
18.10
|
17.28
|
15.65
|
15.43
|
| Edelweiss Large & Mid Cap Fund |
-15.50
|
11.26
|
15.26
|
15.54
|
|
|
| Navi Large & Midcap Fund |
-14.28
|
6.98
|
12.38
|
12.76
|
|
|
| Franklin India Equity Advantage Fund |
-12.14
|
10.60
|
14.45
|
13.76
|
12.19
|
12.78
|
| HDFC Large and Mid Cap Fund |
-14.80
|
13.60
|
19.13
|
18.31
|
15.88
|
|
As On: 09 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Icici Prudential Large & Mid Cap Fund |
-5.00
|
18.46
|
22.66
|
20.89
|
18.07
|
|
| Bajaj Finserv Large and Mid Cap Fund |
-10.12
|
|
|
|
|
|
| Aditya Birla Sun Life Equity Advantage Fund |
-16.09
|
8.15
|
11.17
|
11.95
|
11.60
|
|
| Baroda BNP Paribas Large & Mid Cap Fund |
-13.15
|
14.88
|
|
|
|
|
| Bank of India Large & Mid Cap Equity Fund |
-18.52
|
10.44
|
14.85
|
15.14
|
13.75
|
|
| Canara Robeco Emerging Equities |
-11.47
|
12.86
|
16.21
|
16.75
|
16.23
|
|
| Whiteoak Capital Large & Mid Cap Fund |
-10.56
|
|
|
|
|
|
| Dsp Equity Opportunities Fund |
-8.48
|
17.40
|
19.29
|
18.43
|
16.77
|
|
| Edelweiss Large & Mid Cap Fund |
-14.24
|
12.99
|
17.12
|
17.37
|
|
|
| Navi Large & Midcap Fund |
-12.58
|
9.12
|
14.70
|
15.02
|
|
|
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Advantage Fund | -25.62 | -20.23 | -13.56 | 16.18 | 11.70 |
| Baroda Bnp Paribas Large & Mid Cap Fund | -20.67 | -18.88 | -10.44 | 15.83 | 11.63 |
| Bank Of India Large & Mid Cap Equity Fund | -17.75 | -21.20 | -8.78 | 15.84 | 11.08 |
| Canara Robeco Emerging Equities | -20.48 | -17.53 | -7.92 | 14.88 | 10.65 |
| Dsp Equity Opportunities Fund | -16.58 | -16.82 | -6.31 | 14.95 | 10.22 |
| Edelweiss Large & Mid Cap Fund | -18.55 | -17.90 | -8.10 | 15.17 | 10.73 |
| Navi Large & Midcap Fund | -18.55 | -18.47 | -7.61 | 15.28 | 10.69 |
| Franklin India Equity Advantage Fund | -20.06 | -16.91 | -7.55 | 14.21 | 9.82 |
| Hdfc Large And Mid Cap Fund | -17.86 | -18.35 | -7.85 | 15.27 | 10.78 |
| Hsbc Large & Mid Cap Fund | -22.99 | -22.22 | -9.44 | 17.27 | 13.35 |
Calculated On: 28 March 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Advantage Fund |
0.10
|
0.07
|
0.28
|
0.38
|
-8.37
|
1.02 |
0.94
|
0.02
|
0.77
|
-7.9800
|
| Baroda Bnp Paribas Large & Mid Cap Fund |
0.47
|
0.24
|
0.51
|
0.39
|
-1.37
|
0.97 |
0.89
|
0.08
|
1.22
|
-1.7800
|
| Bank Of India Large & Mid Cap Equity Fund |
0.45
|
0.24
|
0.46
|
0.41
|
-2.25
|
1.00 |
0.94
|
0.07
|
1.19
|
-2.1800
|
| Canara Robeco Emerging Equities |
0.44
|
0.23
|
0.49
|
0.40
|
-1.73
|
0.93 |
0.92
|
0.07
|
1.18
|
-2.7800
|
| Dsp Equity Opportunities Fund |
0.77
|
0.42
|
0.71
|
0.38
|
3.34
|
0.95 |
0.94
|
0.12
|
1.57
|
2.5400
|
| Edelweiss Large & Mid Cap Fund |
0.51
|
0.26
|
0.53
|
0.41
|
-0.96
|
0.96 |
0.95
|
0.08
|
1.26
|
-1.5200
|
| Navi Large & Midcap Fund |
0.21
|
0.12
|
0.35
|
0.42
|
-5.65
|
0.96 |
0.92
|
0.03
|
0.90
|
-6.3000
|
| Franklin India Equity Advantage Fund |
0.40
|
0.22
|
0.47
|
0.40
|
-1.95
|
0.90 |
0.93
|
0.06
|
1.13
|
-3.6100
|
| Hdfc Large And Mid Cap Fund |
0.71
|
0.37
|
0.64
|
0.39
|
1.95
|
0.99 |
0.98
|
0.11
|
1.50
|
1.7800
|
| Hsbc Large & Mid Cap Fund |
0.42
|
0.20
|
0.45
|
0.42
|
-2.15
|
1.01 |
0.80
|
0.07
|
1.17
|
-1.9500
|