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 | |
5.83% | 24.55% | 24.84% | 16.28% | 12.84% | 6.69% | 25.51% | 25.75% | 17.12% | 13.67% | 14.89% | -18.11% | -17.49% | 8.27% | 0.91 | 0.49 | 0.94 | |
2 | |
4.67% | 20.87% | 22.37% | 14.79% | 13.32% | 5.52% | 21.89% | 23.45% | 15.83% | 14.39% | 13.67% | -16.91% | -15.99% | 5.10% | 0.86 | 0.40 | 0.76 | |
3 | |
9.64% | 19.35% | % | % | % | 10.89% | 20.96% | % | % | % | 15.21% | -17.69% | -21.66% | 3.40% | 0.94 | 0.32 | 0.65 | |
4 | |
1.57% | 22.10% | % | % | % | 2.64% | 23.64% | % | % | % | 15.09% | -19.81% | -21.23% | 4.93% | 0.96 | 0.39 | 0.77 | |
5 | |
0.23% | 23.88% | % | % | % | 1.51% | 25.71% | % | % | % | 16.37% | -20.48% | -19.98% | 5.44% | 1.03 | 0.39 | 0.80 | |
6 | |
2.22% | 18.05% | % | % | % | 3.70% | 19.88% | % | % | % | 14.11% | -17.95% | -18.20% | 2.16% | 0.90 | 0.30 | 0.58 | |
7 | |
6.65% | 18.55% | 20.41% | 13.53% | 12.28% | 7.98% | 20.10% | 22.01% | 15.09% | 13.94% | 15.04% | -18.87% | -19.41% | 1.32% | 0.94 | 0.25 | 0.52 | |
8 | |
5.28% | 17.50% | 22.19% | 14.91% | 12.10% | 6.40% | 18.73% | 23.35% | 15.99% | 13.10% | 15.47% | -17.74% | -22.47% | 0.86% | 0.94 | 0.24 | 0.48 | |
9 | |
-1.79% | 17.32% | 23.18% | 16.49% | % | -0.37% | 19.23% | 25.26% | 18.54% | % | 15.90% | -19.67% | -23.54% | 0.70% | 0.99 | 0.25 | 0.50 | |
10 | |
3.59% | 15.71% | % | % | % | 4.72% | 17.03% | % | % | % | 14.47% | -18.39% | -19.01% | -1.19% | 0.92 | 0.19 | 0.37 | |
11 | |
3.19% | 15.54% | % | % | % | 4.38% | 17.07% | % | % | % | 14.11% | -20.01% | -20.91% | -0.77% | 0.88 | 0.18 | 0.37 | |
12 | |
-3.80% | 17.59% | 15.51% | % | % | -2.20% | 19.81% | 17.82% | % | % | 15.03% | -23.00% | -22.22% | 0.98% | 0.93 | 0.24 | 0.50 | |
13 | |
-10.13% | 14.57% | 27.82% | 18.42% | 16.20% | -9.12% | 15.95% | 29.56% | 19.71% | 17.11% | 18.15% | -25.46% | -24.49% | -4.53% | 1.11 | 0.15 | 0.26 |
Return Calculated On: 07 March 2025 | Ratios Calculated On: 28 February 2025
As On: 07 March 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Multi-Cap Fund |
-0.06
|
3.69
|
-5.62
|
-14.14
|
-13.49
|
3.19
|
15.54
|
|
|
|
|
Baroda BNP Paribas Multi Cap Fund |
-0.25
|
3.51
|
-7.79
|
-16.32
|
-12.33
|
5.28
|
17.50
|
22.19
|
14.91
|
12.10
|
11.63
|
Bank of India Multi Cap Fund |
0.26
|
4.44
|
-6.67
|
-14.94
|
-14.62
|
1.77
|
|
|
|
|
|
Canara Robeco Multi Cap Fund |
-0.16
|
3.53
|
-6.59
|
-13.86
|
-12.36
|
6.68
|
|
|
|
|
|
Whiteoak Capital Multi Cap Fund |
-0.03
|
3.28
|
-6.17
|
-14.08
|
-9.15
|
8.92
|
|
|
|
|
|
DSP Multicap Fund |
0.00
|
3.27
|
-6.47
|
-15.34
|
-15.85
|
5.61
|
|
|
|
|
|
Edelweiss Multi Cap Fund |
-0.08
|
2.85
|
-6.63
|
-16.60
|
-14.53
|
4.30
|
|
|
|
|
|
Franklin India Multi Cap Fund |
-0.13
|
2.84
|
-7.25
|
-14.45
|
-14.00
|
|
|
|
|
|
|
HDFC Multi Cap Fund |
-0.07
|
3.09
|
-6.72
|
-14.16
|
-15.37
|
1.57
|
22.10
|
|
|
|
|
HSBC Multi Cap Fund |
-0.06
|
3.18
|
-7.60
|
-17.06
|
-14.90
|
0.08
|
|
|
|
|
|
Icici Prudential Multicap Fund |
0.02
|
3.01
|
-5.37
|
-10.80
|
-12.58
|
4.67
|
20.87
|
22.37
|
14.79
|
13.32
|
13.94
|
Bandhan MULTI CAP FUND |
0.26
|
2.88
|
-5.20
|
-11.85
|
-13.78
|
2.22
|
18.05
|
|
|
|
|
Invesco India Multicap Fund |
-0.34
|
3.87
|
-7.60
|
-16.22
|
-13.27
|
6.65
|
18.55
|
20.41
|
13.53
|
12.28
|
16.38
|
Iti Multi Cap Fund |
0.26
|
4.16
|
-7.71
|
-17.38
|
-17.86
|
-3.80
|
17.59
|
15.51
|
|
|
|
Kotak Multicap Fund |
-0.28
|
3.62
|
-7.99
|
-16.12
|
-15.57
|
0.23
|
23.88
|
|
|
|
|
LIC MF Multi Cap Fund |
0.08
|
4.76
|
-6.33
|
-14.72
|
-13.35
|
10.07
|
|
|
|
|
|
Mahindra Manulife Multi Cap Fund |
-0.19
|
2.11
|
-7.29
|
-14.62
|
-15.83
|
-1.79
|
17.32
|
23.18
|
16.49
|
|
|
Mirae Asset Multicap Fund |
0.07
|
3.88
|
-5.48
|
-13.61
|
-12.68
|
1.97
|
|
|
|
|
|
Motilal Oswal Multi Cap Fund |
0.38
|
5.21
|
-3.30
|
-11.08
|
0.47
|
|
|
|
|
|
|
Quant Active Fund |
0.35
|
4.17
|
-6.67
|
-14.86
|
-20.10
|
-10.13
|
14.57
|
27.82
|
18.42
|
16.20
|
14.99
|
Nippon India Multi Cap Fund |
0.05
|
3.23
|
-4.79
|
-13.63
|
-13.00
|
5.83
|
24.55
|
24.84
|
16.28
|
12.84
|
15.45
|
SBI MultiCap Fund |
-0.06
|
2.97
|
-5.69
|
-10.19
|
-8.01
|
11.27
|
|
|
|
|
|
Sundaram Multi Cap Fund |
-0.03
|
3.36
|
-5.53
|
-12.69
|
-12.50
|
3.59
|
15.71
|
|
|
|
|
Tata Multicap Fund |
-0.18
|
3.96
|
-6.12
|
-16.19
|
-17.00
|
-3.87
|
|
|
|
|
|
Union Multicap Fund |
0.07
|
2.99
|
-6.83
|
-14.84
|
-14.04
|
1.92
|
|
|
|
|
|
Axis Multicap Fund |
-0.06
|
3.09
|
-6.44
|
-13.98
|
-11.66
|
9.64
|
19.35
|
|
|
|
|
As On: 07 March 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Multi-Cap Fund |
-0.06
|
3.72
|
-5.53
|
-13.93
|
-13.02
|
4.38
|
17.07
|
|
|
|
|
Baroda BNP Paribas Multi Cap Fund |
-0.24
|
3.53
|
-7.72
|
-16.11
|
-11.88
|
6.40
|
18.73
|
23.35
|
15.99
|
13.10
|
|
Bank of India Multi Cap Fund |
0.25
|
4.48
|
-6.59
|
-14.68
|
-14.12
|
2.99
|
|
|
|
|
|
Canara Robeco Multi Cap Fund |
-0.23
|
3.53
|
-6.51
|
-13.64
|
-11.81
|
8.21
|
|
|
|
|
|
Whiteoak Capital Multi Cap Fund |
-0.04
|
3.31
|
-6.07
|
-13.76
|
-8.43
|
10.71
|
|
|
|
|
|
DSP Multicap Fund |
0.01
|
3.30
|
-6.36
|
-15.02
|
-15.22
|
7.25
|
|
|
|
|
|
Edelweiss Multi Cap Fund |
-0.08
|
2.89
|
-6.52
|
-16.28
|
-13.85
|
5.98
|
|
|
|
|
|
Franklin India Multi Cap Fund |
-0.13
|
2.87
|
-7.14
|
-14.14
|
-13.35
|
|
|
|
|
|
|
HDFC Multi Cap Fund |
-0.06
|
3.11
|
-6.65
|
-13.97
|
-14.96
|
2.64
|
23.64
|
|
|
|
|
HSBC Multi Cap Fund |
-0.06
|
3.21
|
-7.51
|
-16.80
|
-14.37
|
1.39
|
|
|
|
|
|
Icici Prudential Multicap Fund |
0.02
|
3.02
|
-5.31
|
-10.63
|
-12.24
|
5.52
|
21.89
|
23.45
|
15.83
|
14.39
|
|
Bandhan MULTI CAP FUND |
0.26
|
2.91
|
-5.11
|
-11.55
|
-13.18
|
3.70
|
19.88
|
|
|
|
|
Invesco India Multicap Fund |
-0.34
|
3.89
|
-7.51
|
-15.97
|
-12.75
|
7.98
|
20.10
|
22.01
|
15.09
|
13.94
|
|
Iti Multi Cap Fund |
0.27
|
4.20
|
-7.59
|
-17.03
|
-17.18
|
-2.20
|
19.81
|
17.82
|
|
|
|
Kotak Multicap Fund |
-0.28
|
3.64
|
-7.91
|
-15.87
|
-15.05
|
1.51
|
25.71
|
|
|
|
|
LIC MF Multi Cap Fund |
0.09
|
4.79
|
-6.22
|
-14.41
|
-12.68
|
11.86
|
|
|
|
|
|
Mahindra Manulife Multi Cap Fund |
-0.19
|
2.13
|
-7.19
|
-14.33
|
-15.25
|
-0.37
|
19.23
|
25.26
|
18.54
|
|
|
Mirae Asset Multicap Fund |
0.07
|
3.91
|
-5.37
|
-13.30
|
-12.06
|
3.48
|
|
|
|
|
|
Motilal Oswal Multi Cap Fund |
0.38
|
5.24
|
-3.20
|
-10.78
|
1.17
|
|
|
|
|
|
|
Quant Active Fund |
0.35
|
4.20
|
-6.58
|
-14.62
|
-19.65
|
-9.12
|
15.95
|
29.56
|
19.71
|
17.11
|
|
Nippon India Multi Cap Fund |
0.05
|
3.25
|
-4.73
|
-13.46
|
-12.65
|
6.69
|
25.51
|
25.75
|
17.12
|
13.67
|
|
SBI MultiCap Fund |
-0.05
|
2.98
|
-5.63
|
-10.01
|
-7.64
|
12.18
|
|
|
|
|
|
Sundaram Multi Cap Fund |
-0.03
|
3.38
|
-5.45
|
-12.47
|
-12.04
|
4.72
|
17.03
|
|
|
|
|
Tata Multicap Fund |
-0.17
|
3.99
|
-6.02
|
-15.91
|
-16.41
|
-2.36
|
|
|
|
|
|
Union Multicap Fund |
0.07
|
2.98
|
-6.77
|
-14.63
|
-13.48
|
3.20
|
|
|
|
|
|
Axis Multicap Fund |
-0.06
|
3.08
|
-6.34
|
-13.74
|
-11.17
|
10.89
|
20.96
|
|
|
|
|
As On: 07 March 2025
As On: 07 March 2025
Performance Indicators
Calculated On: 28 February 2025
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Multi-Cap Fund | -20.91 | -20.01 | -8.14 | 14.11 | 10.44 |
Baroda Bnp Paribas Multi Cap Fund | -22.47 | -17.74 | -9.98 | 15.47 | 11.55 |
Hdfc Multi Cap Fund | -21.23 | -19.81 | -5.90 | 15.09 | 10.79 |
Icici Prudential Multicap Fund | -15.99 | -16.91 | -6.80 | 13.67 | 9.66 |
Bandhan Multi Cap Fund | -18.20 | -17.95 | -6.16 | 14.11 | 9.91 |
Invesco India Multicap Fund | -19.41 | -18.87 | -7.62 | 15.04 | 11.30 |
Iti Multi Cap Fund | -22.22 | -23.00 | -7.98 | 15.03 | 11.33 |
Kotak Multicap Fund | -19.98 | -20.48 | -7.98 | 16.37 | 12.11 |
Mahindra Manulife Multi Cap Fund | -23.54 | -19.67 | -7.37 | 15.90 | 11.73 |
Quant Active Fund | -24.49 | -25.46 | -13.44 | 18.15 | 12.95 |
Nippon India Multi Cap Fund | -17.49 | -18.11 | -8.60 | 14.89 | 10.52 |
Sundaram Multi Cap Fund | -19.01 | -18.39 | -7.10 | 14.47 | 10.47 |
Axis Multicap Fund | -21.66 | -17.69 | -7.87 | 15.21 | 11.17 |
Calculated On: 28 February 2025
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 Multi-Cap Fund |
0.37
|
0.18
|
0.41
|
0.40
|
-0.77
|
0.88 |
0.93
|
0.06
|
1.10
|
-2.4200
|
Baroda Bnp Paribas Multi Cap Fund |
0.48
|
0.24
|
0.53
|
0.41
|
0.86
|
0.94 |
0.88
|
0.08
|
1.25
|
0.0200
|
Hdfc Multi Cap Fund |
0.77
|
0.39
|
0.64
|
0.42
|
4.93
|
0.96 |
0.97
|
0.12
|
1.58
|
4.4200
|
Icici Prudential Multicap Fund |
0.76
|
0.40
|
0.66
|
0.41
|
5.10
|
0.86 |
0.95
|
0.12
|
1.57
|
3.1500
|
Bandhan Multi Cap Fund |
0.58
|
0.30
|
0.55
|
0.40
|
2.16
|
0.90 |
0.96
|
0.09
|
1.35
|
0.7000
|
Invesco India Multicap Fund |
0.52
|
0.25
|
0.52
|
0.42
|
1.32
|
0.94 |
0.92
|
0.08
|
1.29
|
0.4200
|
Iti Multi Cap Fund |
0.50
|
0.24
|
0.45
|
0.42
|
0.98
|
0.93 |
0.92
|
0.08
|
1.26
|
0.0400
|
Kotak Multicap Fund |
0.80
|
0.39
|
0.68
|
0.41
|
5.44
|
1.03 |
0.95
|
0.13
|
1.62
|
5.9300
|
Mahindra Manulife Multi Cap Fund |
0.50
|
0.25
|
0.51
|
0.36
|
0.70
|
0.99 |
0.92
|
0.08
|
1.27
|
0.5000
|
Quant Active Fund |
0.26
|
0.15
|
0.33
|
0.39
|
-4.53
|
1.11 |
0.89
|
0.04
|
0.98
|
-2.9900
|
Nippon India Multi Cap Fund |
0.94
|
0.49
|
0.77
|
0.41
|
8.27
|
0.91 |
0.88
|
0.15
|
1.78
|
6.9700
|
Sundaram Multi Cap Fund |
0.37
|
0.19
|
0.44
|
0.41
|
-1.19
|
0.92 |
0.97
|
0.06
|
1.10
|
-2.3000
|
Axis Multicap Fund |
0.65
|
0.32
|
0.62
|
0.41
|
3.40
|
0.94 |
0.90
|
0.11
|
1.44
|
2.5100
|