| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Long Term Equity Fund |
1.0 | | 59.18% | 28.15% | 21.85% | 16.93% | 17.17% | 60.31% | 28.98% | 22.62% | 17.70% | 17.91% | 13.34% | -10.25% | -12.35% | 8.62% | 0.95 | 0.71 | 1.32 |
| Hdfc Taxsaver |
2.0 | | 44.91% | 26.99% | 17.74% | 13.91% | 15.24% | 45.78% | 27.76% | 18.44% | 14.62% | 15.94% | 11.87% | -6.28% | -11.74% | 8.91% | 0.87 | 0.81 | 1.40 |
| Quant Tax Plan |
3.0 | | 58.74% | 30.55% | 32.12% | 24.13% | 25.35% | 60.47% | 32.59% | 34.30% | 25.74% | 26.61% | 16.60% | -12.73% | -19.99% | 15.75% | 0.88 | 0.67 | 1.25 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
4.0 | | 60.25% | 25.85% | 21.06% | 16.09% | % | 62.19% | 27.40% | 22.61% | 17.58% | % | 13.73% | -15.77% | -13.82% | 5.11% | 0.93 | 0.58 | 1.03 |
| Bank Of India Tax Advantage Fund |
5.0 | | 54.40% | 24.84% | 25.85% | 20.02% | 19.19% | 55.97% | 26.18% | 27.22% | 21.40% | 20.67% | 14.16% | -16.59% | -15.72% | 5.72% | 0.96 | 0.56 | 1.06 |
| Franklin India Taxshield |
6.0 | | 44.85% | 23.37% | 17.87% | 14.60% | 16.62% | 46.07% | 24.39% | 18.90% | 15.64% | 17.69% | 12.82% | -11.97% | -13.26% | 3.73% | 0.93 | 0.52 | 1.00 |
| Parag Parikh Tax Saver Fund |
7.0 | | 31.63% | 22.02% | % | % | % | 33.07% | 23.55% | % | % | % | 10.06% | -7.38% | -11.40% | 8.99% | 0.65 | 0.72 | 1.29 |
| Iti Long Term Equity Fund |
8.0 | | 54.05% | 19.40% | % | % | % | 56.86% | 21.79% | % | % | % | 12.80% | -17.82% | -11.90% | 1.58% | 0.84 | 0.43 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quant Small Cap Fund |
1.0 | | 70.10% | 38.50% | 38.96% | 26.24% | 20.95% | 71.82% | 40.48% | 40.53% | 27.37% | 21.75% | 19.49% | -15.77% | -22.25% | 11.35% | 1.01 | 0.79 | 1.51 |
| Nippon India Small Cap Fund |
2.0 | | 59.71% | 35.73% | 30.95% | 22.52% | 27.05% | 61.01% | 36.91% | 32.08% | 23.70% | 28.27% | 14.40% | -10.63% | -14.25% | 9.76% | 0.82 | 0.90 | 1.65 |
| Franklin India Smaller Companies Fund |
3.0 | | 59.58% | 33.14% | 24.40% | 16.93% | 21.62% | 60.97% | 34.27% | 25.47% | 18.06% | 22.93% | 14.14% | -13.78% | -14.83% | 9.03% | 0.74 | 0.80 | 1.45 |
| Invesco India Smallcap Fund |
4.0 | | 57.35% | 30.53% | 26.77% | % | % | 59.54% | 32.51% | 28.72% | % | % | 15.38% | -15.10% | -15.62% | 6.03% | 0.81 | 0.72 | 1.22 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap 30 Fund (Mof30) |
1.0 | | 61.36% | 36.85% | 26.93% | 18.27% | 22.65% | 63.17% | 38.43% | 28.42% | 19.71% | 24.15% | 13.43% | -9.07% | -13.20% | 14.79% | 0.71 | 1.06 | 1.85 |
| Quant Mid Cap Fund |
2.0 | | 71.52% | 36.07% | 32.74% | 24.67% | 20.62% | 73.56% | 38.66% | 35.12% | 26.39% | 21.78% | 16.35% | -11.98% | -19.24% | 10.21% | 0.94 | 0.88 | 1.54 |
| Hdfc Mid Cap Opportunities Fund |
3.0 | | 54.94% | 29.46% | 24.24% | 17.70% | 21.13% | 55.96% | 30.36% | 25.08% | 18.62% | 22.13% | 13.08% | -9.43% | -16.06% | 6.46% | 0.80 | 0.84 | 1.48 |
| Nippon India Growth Fund |
4.0 | | 58.08% | 29.95% | 25.39% | 19.43% | 20.36% | 59.31% | 30.98% | 26.32% | 20.30% | 21.25% | 14.01% | -10.18% | -14.69% | 4.42% | 0.89 | 0.77 | 1.32 |
| Mahindra Manulife Mid Cap Unnati Yojana |
5.0 | | 62.40% | 28.87% | 25.84% | % | % | 64.86% | 30.99% | 27.90% | % | % | 14.80% | -12.74% | -18.97% | 2.44% | 0.93 | 0.62 | 1.19 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund |
1.0 | | 41.39% | 25.64% | 17.62% | 15.87% | 17.09% | 42.58% | 26.70% | 18.61% | 16.92% | 18.14% | 13.08% | -7.75% | -12.86% | 6.96% | 0.98 | 0.66 | 1.17 |
| Icici Prudential Bluechip Fund |
2.0 | | 39.38% | 21.87% | 17.88% | 15.63% | 16.04% | 40.17% | 22.61% | 18.60% | 16.45% | 16.94% | 11.65% | -8.34% | -11.65% | 8.60% | 0.74 | 0.58 | 1.08 |
| Jm Large Cap Fund |
3.0 | | 44.78% | 21.24% | 17.14% | 13.89% | 14.12% | 46.10% | 22.30% | 18.24% | 14.97% | 15.35% | 12.32% | -10.73% | -11.47% | 6.70% | 0.86 | 0.51 | 0.93 |
| Hdfc Top 100 Fund |
4.0 | | 35.16% | 21.93% | 15.54% | 14.06% | 14.76% | 35.94% | 22.64% | 16.21% | 14.78% | 15.50% | 12.89% | -6.79% | -14.29% | 7.29% | 0.82 | 0.53 | 0.97 |
| Invesco India Largecap Fund |
5.0 | | 38.63% | 19.52% | 15.94% | 14.11% | 15.08% | 40.55% | 21.24% | 17.55% | 15.82% | 16.88% | 13.25% | -14.38% | -14.03% | 2.91% | 0.95 | 0.39 | 0.74 |
| Edelweiss Large Cap Fund |
6.0 | | 32.47% | 18.35% | 16.21% | 14.57% | 15.19% | 34.52% | 20.17% | 18.00% | 16.12% | 16.52% | 12.11% | -11.44% | -12.40% | 2.52% | 0.92 | 0.39 | 0.74 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quant Large & Mid Cap Fund |
1.0 | | 62.97% | 30.66% | 26.74% | 18.60% | 23.00% | 65.31% | 32.86% | 28.22% | 19.71% | 23.84% | 15.39% | -10.93% | -18.62% | 7.13% | 1.00 | 0.72 | 1.27 |
| Icici Prudential Large & Mid Cap Fund |
2.0 | | 46.40% | 27.65% | 21.50% | 16.40% | 16.54% | 47.66% | 28.73% | 22.49% | 17.46% | 17.61% | 12.40% | -7.36% | -12.46% | 7.78% | 0.85 | 0.75 | 1.38 |
| Idfc Core Equity Fund |
3.0 | | 56.03% | 26.14% | 20.70% | 16.00% | 16.75% | 57.86% | 27.65% | 22.15% | 17.49% | 18.30% | 13.07% | -11.13% | -14.71% | 4.07% | 0.93 | 0.62 | 1.16 |
| Hdfc Large And Mid Cap Fund |
4.0 | | 48.19% | 26.77% | 21.28% | 16.78% | % | 49.40% | 27.77% | 22.01% | 17.31% | % | 13.34% | -9.60% | -13.86% | 4.17% | 0.97 | 0.67 | 1.20 |
| Motilal Oswal Large And Midcap Fund |
5.0 | | 56.09% | 26.85% | % | % | % | 58.25% | 28.76% | % | % | % | 13.62% | -17.05% | -15.77% | 4.60% | 0.91 | 0.62 | 1.12 |
| Uti Core Equity Fund |
6.0 | | 46.23% | 23.98% | 19.69% | 14.85% | 15.70% | 47.36% | 24.83% | 20.41% | 15.53% | 16.33% | 12.70% | -11.51% | -12.34% | 3.01% | 0.90 | 0.57 | 1.08 |
| 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 Flexicap Fund |
1.0 | | 62.97% | 29.70% | 23.77% | 18.21% | 19.83% | 65.18% | 30.98% | 24.90% | 19.24% | 21.10% | 12.78% | -8.82% | -9.71% | 8.50% | 0.91 | 0.79 | 1.32 |
| Quant Flexi Cap Fund |
2.0 | | 58.50% | 31.56% | 30.74% | 22.09% | 23.17% | 60.46% | 32.91% | 32.12% | 23.16% | 24.16% | 17.45% | -10.68% | -17.17% | 12.36% | 1.06 | 0.76 | 1.32 |
| Hdfc Flexi Cap Fund |
3.0 | | 42.15% | 27.53% | 19.57% | 16.67% | 16.89% | 43.08% | 28.36% | 20.31% | 17.47% | 17.74% | 13.15% | -6.00% | -13.63% | 8.35% | 0.92 | 0.74 | 1.29 |
| Parag Parikh Flexi Cap Fund |
4.0 | | 37.22% | 21.81% | 23.18% | 20.04% | 19.21% | 38.26% | 22.92% | 24.29% | 21.03% | 20.08% | 11.27% | -14.46% | -13.23% | 8.64% | 0.69 | 0.57 | 1.18 |
| Franklin India Flexi Cap Fund |
5.0 | | 44.33% | 23.63% | 19.21% | 15.38% | 17.33% | 45.48% | 24.56% | 20.11% | 16.34% | 18.39% | 12.75% | -11.84% | -13.63% | 4.12% | 0.92 | 0.53 | 1.02 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Multi Cap Fund |
1.0 | | 53.35% | 32.15% | 21.43% | 17.87% | 17.81% | 54.51% | 33.11% | 22.28% | 18.71% | 18.67% | 13.20% | -8.74% | -13.58% | 11.82% | 0.91 | 0.89 | 1.51 |
| Bank Of India Flexi Cap Fund |
2.0 | | 61.33% | 27.99% | % | % | % | 63.52% | 29.97% | % | % | % | 14.75% | -15.36% | -18.31% | 7.74% | 0.99 | 0.64 | 1.19 |
| Icici Prudential Multicap Fund |
3.0 | | 48.86% | 25.00% | 18.70% | 15.31% | 17.27% | 50.08% | 26.10% | 19.77% | 16.42% | 18.36% | 12.60% | -10.66% | -13.11% | 6.25% | 0.89 | 0.64 | 1.15 |
| 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 Focused 30 Fund |
1.0 | | 40.14% | 29.13% | 19.60% | 14.46% | 15.84% | 41.89% | 30.82% | 21.00% | 15.75% | 17.06% | 12.14% | -5.26% | -14.60% | 11.89% | 0.81 | 0.83 | 1.51 |
| Mahindra Manulife Focused Equity Yojana |
2.0 | | 48.95% | 25.72% | % | % | % | 51.48% | 28.21% | % | % | % | 12.81% | -8.65% | -13.84% | 7.18% | 0.92 | 0.65 | 1.23 |
| Quant Focused Fund |
3.0 | | 51.28% | 22.53% | 22.25% | 17.28% | 20.10% | 53.75% | 24.85% | 24.42% | 18.90% | 21.31% | 15.24% | -10.78% | -17.37% | 10.61% | 0.70 | 0.50 | 0.90 |
| Icici Prudential Focused Equity Fund |
4.0 | | 44.35% | 24.12% | 19.68% | 16.10% | 15.52% | 46.07% | 25.70% | 21.11% | 17.45% | 16.86% | 12.88% | -9.93% | -13.05% | 5.74% | 0.91 | 0.60 | 1.12 |
| Invesco India Focused 20 Equity Fund |
5.0 | | 67.56% | 25.51% | % | % | % | 69.86% | 27.43% | % | % | % | 14.02% | -17.59% | -16.52% | 4.37% | 0.93 | 0.48 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jm Value Fund |
1.0 | | 65.24% | 30.28% | 23.60% | 17.86% | 20.18% | 66.76% | 31.26% | 24.47% | 18.68% | 21.30% | 13.47% | -12.74% | -12.84% | 10.70% | 0.84 | 0.74 | 1.29 |
| None |
2.0 | | % | % | % | % | % | % | % | % | % | % | 11.14% | -5.93% | -10.29% | 4.43% | 0.52 | 0.92 | 1.57 |
| Tata Equity P/E Fund |
3.0 | | 49.01% | 24.89% | 19.00% | 14.44% | 18.56% | 50.47% | 26.16% | 20.37% | 15.76% | 19.76% | 12.52% | -9.51% | -11.82% | 8.50% | 0.89 | 0.61 | 1.09 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Infrastructure Fund |
1.0 | | 66.37% | 35.27% | 25.78% | 18.75% | 19.59% | 67.24% | 35.95% | 26.45% | 19.48% | 20.30% | 12.52% | -7.22% | -11.93% | 11.33% | 0.75 | 1.10 | 1.83 |
| Icici Prudential Infrastructure Fund |
2.0 | | 65.12% | 41.84% | 27.81% | 19.95% | 19.27% | 66.22% | 42.69% | 28.54% | 20.74% | 20.05% | 13.96% | -6.68% | -14.07% | 14.57% | 0.87 | 1.34 | 2.08 |
| Lic Mf Infrastructure Fund |
3.0 | | 70.10% | 34.69% | 23.62% | 17.40% | 16.35% | 71.92% | 36.24% | 24.92% | 18.73% | 17.65% | 12.64% | -7.41% | -10.07% | 9.15% | 0.72 | 1.03 | 1.60 |
| Franklin Build India Fund |
4.0 | | 76.92% | 38.04% | 24.92% | 19.53% | 23.02% | 78.82% | 39.47% | 26.23% | 20.86% | 24.48% | 14.94% | -10.34% | -10.53% | 10.27% | 0.58 | 0.99 | 1.63 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Icici Prudential Bharat Consumption Fund |
1.0 | | 40.53% | 24.28% | 17.99% | % | % | 41.77% | 25.49% | 19.41% | % | % | 10.46% | -5.85% | -9.58% | 9.18% | 0.65 | 0.80 | 1.35 |
| Nippon India Consumption Fund |
2.0 | | 40.63% | 25.74% | 22.45% | 14.78% | 16.02% | 42.32% | 27.25% | 23.68% | 15.88% | 17.06% | 12.25% | -7.88% | -10.56% | 7.97% | 0.78 | 0.78 | 1.26 |
| Sbi Consumption Opportunities Fund |
3.0 | | 35.62% | 26.30% | 19.55% | 16.97% | 17.36% | 37.11% | 27.66% | 20.82% | 18.26% | 18.59% | 11.05% | -6.99% | -12.04% | 11.88% | 0.60 | 0.83 | 1.43 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Financial Services Fund |
1.0 | | 34.97% | 20.20% | 16.94% | 14.02% | 16.00% | 36.83% | 21.97% | 18.45% | 15.39% | 17.17% | 14.89% | -15.58% | -18.01% | 8.43% | 0.90 | 0.37 | 0.66 |
| Nippon India Banking & Financial Services Fund |
2.0 | | 29.32% | 22.02% | 13.29% | 12.13% | 15.52% | 30.35% | 22.99% | 14.15% | 13.00% | 16.39% | 16.01% | -12.63% | -19.73% | 8.77% | 0.91 | 0.41 | 0.73 |
| Invesco India Financial Services Fund |
3.0 | | 37.51% | 19.54% | 14.98% | 14.25% | 16.82% | 39.33% | 21.17% | 16.48% | 15.88% | 18.60% | 15.32% | -18.28% | -20.62% | 7.48% | 0.88 | 0.30 | 0.57 |