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Ranked On: 28 March 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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Ps… | - | |
96.11% | 40.63% | % | % | % | 98.92% | 42.82% | % | % | % | 19.65% | -11.13% | -14.39% | -0.94% | 0.94 | 1.05 | 1.58 |
Invesco India Psu Equity… | - | |
95.04% | 38.04% | 28.73% | 18.16% | 17.80% | 97.66% | 39.97% | 30.41% | 19.80% | 19.54% | 17.92% | -10.91% | -16.99% | -0.63% | 0.82 | 0.90 | 1.48 |
Sbi Psu Fund | - | |
100.80% | 38.94% | 24.81% | 14.39% | 12.66% | 103.07% | 40.46% | 25.96% | 15.43% | 13.52% | 20.35% | -9.88% | -20.81% | -4.06% | 0.95 | 0.86 | 1.40 |
Return Calculated On: 17 May 2024
Ratios Calculated On: 28 March 2024
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Psu Equity Fund | 23533.2 | 17678.0 | 100123.2 | 73881.18 | ||||||||
Invesco India Psu Equity Fund | 23404.8 | 17795.74 | 94698.0 | 72371.77 | 212118.0 | 154691.22 | 270194.4 | 238194.85 | 617712.0 | 399442.8 | ||
SBI Psu Fund | 24096.0 | 18003.66 | 96562.8 | 74076.26 | 181692.0 | 156236.22 | 215266.8 | 225790.32 | 395244.0 | 345693.96 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Psu Equity Fund | 23870.4 | 17826.85 | 104875.2 | 75769.06 | ||||||||
Invesco India Psu Equity Fund | 23719.2 | 17933.87 | 98722.8 | 74100.06 | 226278.0 | 161031.66 | 297460.8 | 251555.3 | 714876.0 | 434193.12 | ||
SBI Psu Fund | 24368.4 | 18125.54 | 99759.6 | 75505.82 | 190272.0 | 161042.1 | 229286.4 | 234496.25 | 426624.0 | 363110.04 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
-14.39 | -11.13 | -3.74 | 19.65 | 12.86 |
Invesco India Psu Equity Fund |
-16.99 | -10.91 | -4.46 | 17.92 | 12.29 |
Sbi Psu Fund |
-20.81 | -9.88 | -4.93 | 20.35 | 13.58 |
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 Psu Equity Fund |
1.58
|
1.05
|
1.92
|
0.40
|
-0.94
|
0.94 |
0.95
|
|
3.13
|
-3.6525
|
Invesco India Psu Equity Fund |
1.48
|
0.90
|
1.72
|
0.39
|
-0.63
|
0.82 |
0.88
|
|
3.01
|
-8.4070
|
Sbi Psu Fund |
1.40
|
0.86
|
1.91
|
0.38
|
-4.06
|
0.95 |
0.90
|
|
2.89
|
-6.3571
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
1.57%
|
4.63%
|
5.37%
|
5.21%
|
52.33%
|
96.11%
|
40.63%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
1.99%
|
7.00%
|
9.57%
|
10.76%
|
52.64%
|
95.04%
|
38.04%
|
28.73%
|
18.16%
|
17.80%
|
%
|
SBI Psu Fund |
1.27%
|
5.14%
|
7.96%
|
8.73%
|
55.04%
|
100.80%
|
38.94%
|
24.81%
|
14.39%
|
12.66%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
1.57%
|
4.65%
|
5.48%
|
5.57%
|
53.41%
|
98.92%
|
42.82%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
2.00%
|
7.02%
|
9.69%
|
11.12%
|
53.63%
|
97.66%
|
39.97%
|
30.41%
|
19.80%
|
19.54%
|
%
|
SBI Psu Fund |
1.27%
|
5.15%
|
8.06%
|
9.03%
|
55.92%
|
103.07%
|
40.46%
|
25.96%
|
15.43%
|
13.52%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
97.76%
|
52.74%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
99.97%
|
51.04%
|
38.98%
|
29.32%
|
22.74%
|
%
|
SBI Psu Fund |
103.89%
|
52.95%
|
39.41%
|
27.80%
|
20.07%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
100.55%
|
54.83%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
102.57%
|
52.98%
|
40.73%
|
30.88%
|
24.28%
|
%
|
SBI Psu Fund |
106.20%
|
54.54%
|
40.73%
|
28.87%
|
20.98%
|
%
|