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| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Edelweiss Aggressive Hybrid Fund |
1 | The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 16.68% | 18.84% | -6.93% | -9.48% | 1.36 | 0.88 | 0.42 |
|
Uti Hybrid Equity Fund |
2 | The Uti Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 16.82% | 20.02% | -7.25% | -9.59% | 1.39 | 0.85 | 0.42 |
|
Nippon India Equity Hybrid Fund |
3 | The Nippon India Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 15.15% | 19.37% | -6.97% | -10.21% | 1.33 | 0.83 | 0.40 |
|
Icici Prudential Equity & Debt Fund |
4 | The Icici Prudential Equity & Debt Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 19.28% | 27.57% | -5.01% | -7.12% | 1.74 | 1.43 | 0.40 |
|
Hdfc Hybrid Equity Fund |
5 | The Hdfc Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. | 10.23% | 17.38% | -6.71% | -9.92% | 1.24 | 0.81 | 0.40 |
|
Kotak Equity Hybrid Fund |
6 | The Kotak Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 12.77% | 17.53% | -6.42% | -8.94% | 1.37 | 0.86 | 0.41 |
|
Franklin India Equity Hybrid Fund |
7 | The Franklin India Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 12.91% | 16.00% | -9.21% | -10.07% | 1.17 | 0.71 | 0.44 |
|
Jm Equity Hybrid Fund |
8 | The Jm Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 26.06% | 20.72% | -10.03% | -10.38% | 1.27 | 0.81 | 0.44 |
|
Tata Hybrid Equity Fund |
9 | The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 7.83% | 15.28% | -6.39% | -8.69% | 1.01 | 0.61 | 0.41 |
|
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
10 | The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 13.68% | 18.94% | -8.95% | -11.25% | 1.20 | 0.68 | 0.36 |
|
Navi Equity Hybrid Fund |
11 | The Navi Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 12.67% | 14.45% | -8.83% | -11.21% | 0.87 | 0.46 | 0.37 |
|
Mirae Asset Hybrid Equity Fund |
12 | The Mirae Asset Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. | 10.94% | 14.58% | -8.77% | -9.84% | 0.96 | 0.55 | 0.39 |
|
Quant Absolute Fund |
13 | The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 5.17% | 24.44% | -10.04% | -13.27% | 1.43 | 0.84 | 0.37 |
|
Canara Robeco Equity Hybrid Fund |
14 | The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 11.20% | 13.92% | -9.11% | -9.06% | 0.87 | 0.49 | 0.39 |
|
Pgim India Hybrid Equity Fund |
15 | None | 10.55% | 11.62% | -14.96% | -12.35% | 0.61 | 0.31 | 0.42 |
|
Sbi Equity Hybrid Fund |
16 | The Sbi Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 9.73% | 13.90% | -7.92% | -9.66% | 0.91 | 0.54 | 0.43 |
|
Dsp Equity & Bond Fund |
17 | The Dsp Equity & Bond Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 16.32% | 14.49% | -13.38% | -11.09% | 0.93 | 0.53 | 0.42 |
|
Shriram Hybrid Equity Fund |
18 | The Shriram Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. | 10.85% | 11.87% | -8.57% | -10.26% | 0.61 | 0.34 | 0.38 |
|
Indiabulls Equity Hybrid Fund |
19 | The Indiabulls Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 17<sup>th</sup> KPIs that are in bottom quartile. The fund has 77% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 7.85% | 11.88% | -10.35% | -12.18% | 0.72 | 0.39 | 0.42 |
|
Idfc Hybrid Equity Fund |
20 | The Idfc Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. | 11.77% | 15.87% | -10.80% | -11.11% | 0.99 | 0.54 | 0.39 |
|
Invesco India Equity & Bond Fund |
21 | The Invesco India Equity & Bond Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has 11<sup>th</sup> KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | 13.91% | 13.30% | -11.02% | -10.71% | 0.71 | 0.36 | 0.40 |
|
Lic Mf Equity Hybrid Fund |
22 | The Lic Mf Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 10.56% | 10.45% | -10.47% | -10.68% | 0.56 | 0.31 | 0.40 |
|
Aditya Birla Sun Life Equity Hybrid 95 Fund |
23 | The Aditya Birla Sun Life Equity Hybrid 95 Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 12.12% | 13.86% | -10.66% | -10.10% | 0.89 | 0.49 | 0.44 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
0.75
|
7 |
0.89
|
20 |
4.38
|
20 |
3.49
|
18 |
10.39
|
15 |
12.12
|
14 |
13.86
|
18 |
10.58
|
18 |
| Baroda BNP Paribas Aggressive Hybrid Fund |
0.66
|
16 |
0.81
|
22 |
4.63
|
16 |
4.52
|
10 |
11.50
|
12 |
12.28
|
13 |
|
|
||
| Canara Robeco Equity Hybrid Fund |
0.74
|
9 |
0.99
|
13 |
5.35
|
6 |
4.19
|
12 |
9.65
|
18 |
11.20
|
16 |
13.92
|
16 |
13.64
|
8 |
| DSP Equity & Bond Fund |
0.68
|
13 |
0.95
|
15 |
4.56
|
17 |
3.50
|
17 |
12.36
|
7 |
16.32
|
5 |
14.49
|
14 |
13.97
|
6 |
| Edelweiss Aggressive Hybrid Fund |
0.77
|
5 |
0.92
|
18 |
5.10
|
9 |
5.72
|
4 |
13.31
|
4 |
16.68
|
4 |
18.84
|
7 |
14.75
|
5 |
| Navi Equity Hybrid Fund |
0.76
|
6 |
1.10
|
7 |
4.70
|
15 |
3.45
|
19 |
10.95
|
13 |
12.67
|
11 |
14.45
|
15 |
11.14
|
15 |
| Franklin India Equity Hybrid Fund |
0.67
|
14 |
1.07
|
8 |
4.71
|
14 |
4.83
|
8 |
13.11
|
5 |
12.91
|
9 |
16.00
|
10 |
13.17
|
10 |
| HDFC Hybrid Equity Fund |
0.68
|
12 |
0.66
|
25 |
3.07
|
26 |
1.69
|
26 |
6.75
|
23 |
10.23
|
21 |
17.38
|
9 |
13.39
|
9 |
| ICICI Prudential Equity & Debt Fund |
0.66
|
15 |
1.27
|
3 |
5.11
|
8 |
6.82
|
2 |
16.10
|
2 |
19.28
|
2 |
27.57
|
1 |
18.23
|
2 |
| IDBI Hybrid Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Hybrid Equity Fund |
0.64
|
18 |
0.97
|
14 |
4.35
|
21 |
3.22
|
20 |
9.91
|
17 |
11.77
|
15 |
15.87
|
11 |
12.13
|
13 |
| Indiabulls Equity Hybrid Fund |
0.91
|
1 |
1.25
|
5 |
4.76
|
13 |
4.33
|
11 |
7.75
|
22 |
7.85
|
23 |
11.88
|
20 |
|
|
| Invesco India Equity & Bond Fund |
0.53
|
22 |
1.04
|
11 |
5.55
|
3 |
5.44
|
5 |
11.96
|
10 |
13.91
|
7 |
13.30
|
19 |
11.02
|
16 |
| JM Equity Hybrid Fund |
0.55
|
21 |
1.03
|
12 |
6.87
|
1 |
7.45
|
1 |
22.84
|
1 |
26.06
|
1 |
20.72
|
3 |
15.09
|
4 |
| Kotak Equity Hybrid Fund |
0.65
|
17 |
0.77
|
23 |
4.49
|
19 |
2.95
|
21 |
10.37
|
16 |
12.77
|
10 |
17.53
|
8 |
15.52
|
3 |
| LIC Mf Equity Hybrid Fund |
0.83
|
3 |
1.07
|
9 |
4.82
|
12 |
3.60
|
15 |
8.77
|
21 |
10.56
|
19 |
10.45
|
23 |
9.99
|
21 |
| Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
0.71
|
10 |
0.93
|
17 |
4.50
|
18 |
3.78
|
14 |
12.11
|
9 |
13.68
|
8 |
18.94
|
6 |
|
|
| Mirae Asset Hybrid Equity Fund |
0.69
|
11 |
0.90
|
19 |
4.20
|
22 |
2.93
|
22 |
9.15
|
19 |
10.94
|
17 |
14.58
|
13 |
12.74
|
12 |
| Quant Absolute Fund |
0.13
|
25 |
1.47
|
1 |
5.41
|
4 |
3.92
|
13 |
10.50
|
14 |
5.17
|
26 |
24.44
|
2 |
20.62
|
1 |
| Nippon India Equity Hybrid Fund |
0.82
|
4 |
1.19
|
6 |
4.92
|
11 |
5.04
|
6 |
12.48
|
6 |
15.15
|
6 |
19.37
|
5 |
9.28
|
22 |
| SBI Equity Hybrid Fund |
0.51
|
23 |
0.95
|
16 |
4.07
|
24 |
3.57
|
16 |
9.13
|
20 |
9.73
|
22 |
13.90
|
17 |
12.83
|
11 |
| Shriram Hybrid Equity Fund |
0.75
|
8 |
1.29
|
2 |
5.40
|
5 |
6.80
|
3 |
12.33
|
8 |
10.85
|
18 |
11.87
|
21 |
10.34
|
19 |
| Tata Hybrid Equity Fund |
0.64
|
19 |
1.04
|
10 |
4.19
|
23 |
2.70
|
23 |
6.45
|
25 |
7.83
|
24 |
15.28
|
12 |
11.62
|
14 |
| Union Hybrid Equity Fund |
0.55
|
20 |
0.83
|
21 |
5.14
|
7 |
4.68
|
9 |
11.94
|
11 |
12.37
|
12 |
|
|
||
| UTI Hybrid Equity Fund |
0.88
|
2 |
1.25
|
4 |
5.09
|
10 |
4.90
|
7 |
13.56
|
3 |
16.82
|
3 |
20.02
|
4 |
13.86
|
7 |
| PGIM India Hybrid Equity Fund |
|
0.54
|
26 |
5.56
|
2 |
2.64
|
24 |
6.21
|
26 |
10.55
|
20 |
11.62
|
22 |
10.06
|
20 | |
| Axis Equity Hybrid Fund |
0.49
|
24 |
0.68
|
24 |
4.02
|
25 |
2.13
|
25 |
6.67
|
24 |
5.63
|
25 |
10.00
|
24 |
10.85
|
17 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
0.75
|
7 |
0.89
|
20 |
4.38
|
20 |
3.49
|
18 |
10.39
|
15 |
12.12
|
14 |
13.86
|
18 |
10.58
|
18 |
| Baroda BNP Paribas Aggressive Hybrid Fund |
0.66
|
16 |
0.81
|
22 |
4.63
|
16 |
4.52
|
10 |
11.50
|
12 |
12.28
|
13 |
|
|
||
| Canara Robeco Equity Hybrid Fund |
0.74
|
9 |
0.99
|
13 |
5.35
|
6 |
4.19
|
12 |
9.65
|
18 |
11.20
|
16 |
13.92
|
16 |
13.64
|
8 |
| DSP Equity & Bond Fund |
0.68
|
13 |
0.95
|
15 |
4.56
|
17 |
3.50
|
17 |
12.36
|
7 |
16.32
|
5 |
14.49
|
14 |
13.97
|
6 |
| Edelweiss Aggressive Hybrid Fund |
0.77
|
5 |
0.92
|
18 |
5.10
|
9 |
5.72
|
4 |
13.31
|
4 |
16.68
|
4 |
18.84
|
7 |
14.75
|
5 |
| Navi Equity Hybrid Fund |
0.76
|
6 |
1.10
|
7 |
4.70
|
15 |
3.45
|
19 |
10.95
|
13 |
12.67
|
11 |
14.45
|
15 |
11.14
|
15 |
| Franklin India Equity Hybrid Fund |
0.67
|
14 |
1.07
|
8 |
4.71
|
14 |
4.83
|
8 |
13.11
|
5 |
12.91
|
9 |
16.00
|
10 |
13.17
|
10 |
| HDFC Hybrid Equity Fund |
0.68
|
12 |
0.66
|
25 |
3.07
|
26 |
1.69
|
26 |
6.75
|
23 |
10.23
|
21 |
17.38
|
9 |
13.39
|
9 |
| ICICI Prudential Equity & Debt Fund |
0.66
|
15 |
1.27
|
3 |
5.11
|
8 |
6.82
|
2 |
16.10
|
2 |
19.28
|
2 |
27.57
|
1 |
18.23
|
2 |
| IDBI Hybrid Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Hybrid Equity Fund |
0.64
|
18 |
0.97
|
14 |
4.35
|
21 |
3.22
|
20 |
9.91
|
17 |
11.77
|
15 |
15.87
|
11 |
12.13
|
13 |
| Indiabulls Equity Hybrid Fund |
0.91
|
1 |
1.25
|
5 |
4.76
|
13 |
4.33
|
11 |
7.75
|
22 |
7.85
|
23 |
11.88
|
20 |
|
|
| Invesco India Equity & Bond Fund |
0.53
|
22 |
1.04
|
11 |
5.55
|
3 |
5.44
|
5 |
11.96
|
10 |
13.91
|
7 |
13.30
|
19 |
11.02
|
16 |
| JM Equity Hybrid Fund |
0.55
|
21 |
1.03
|
12 |
6.87
|
1 |
7.45
|
1 |
22.84
|
1 |
26.06
|
1 |
20.72
|
3 |
15.09
|
4 |
| Kotak Equity Hybrid Fund |
0.65
|
17 |
0.77
|
23 |
4.49
|
19 |
2.95
|
21 |
10.37
|
16 |
12.77
|
10 |
17.53
|
8 |
15.52
|
3 |
| LIC Mf Equity Hybrid Fund |
0.83
|
3 |
1.07
|
9 |
4.82
|
12 |
3.60
|
15 |
8.77
|
21 |
10.56
|
19 |
10.45
|
23 |
9.99
|
21 |
| Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
0.71
|
10 |
0.93
|
17 |
4.50
|
18 |
3.78
|
14 |
12.11
|
9 |
13.68
|
8 |
18.94
|
6 |
|
|
| Mirae Asset Hybrid Equity Fund |
0.69
|
11 |
0.90
|
19 |
4.20
|
22 |
2.93
|
22 |
9.15
|
19 |
10.94
|
17 |
14.58
|
13 |
12.74
|
12 |
| Quant Absolute Fund |
0.13
|
25 |
1.47
|
1 |
5.41
|
4 |
3.92
|
13 |
10.50
|
14 |
5.17
|
26 |
24.44
|
2 |
20.62
|
1 |
| Nippon India Equity Hybrid Fund |
0.82
|
4 |
1.19
|
6 |
4.92
|
11 |
5.04
|
6 |
12.48
|
6 |
15.15
|
6 |
19.37
|
5 |
9.28
|
22 |
| SBI Equity Hybrid Fund |
0.51
|
23 |
0.95
|
16 |
4.07
|
24 |
3.57
|
16 |
9.13
|
20 |
9.73
|
22 |
13.90
|
17 |
12.83
|
11 |
| Shriram Hybrid Equity Fund |
0.75
|
8 |
1.29
|
2 |
5.40
|
5 |
6.80
|
3 |
12.33
|
8 |
10.85
|
18 |
11.87
|
21 |
10.34
|
19 |
| Tata Hybrid Equity Fund |
0.64
|
19 |
1.04
|
10 |
4.19
|
23 |
2.70
|
23 |
6.45
|
25 |
7.83
|
24 |
15.28
|
12 |
11.62
|
14 |
| Union Hybrid Equity Fund |
0.55
|
20 |
0.83
|
21 |
5.14
|
7 |
4.68
|
9 |
11.94
|
11 |
12.37
|
12 |
|
|
||
| UTI Hybrid Equity Fund |
0.88
|
2 |
1.25
|
4 |
5.09
|
10 |
4.90
|
7 |
13.56
|
3 |
16.82
|
3 |
20.02
|
4 |
13.86
|
7 |
| PGIM India Hybrid Equity Fund |
|
0.54
|
26 |
5.56
|
2 |
2.64
|
24 |
6.21
|
26 |
10.55
|
20 |
11.62
|
22 |
10.06
|
20 | |
| Axis Equity Hybrid Fund |
0.49
|
24 |
0.68
|
24 |
4.02
|
25 |
2.13
|
25 |
6.67
|
24 |
5.63
|
25 |
10.00
|
24 |
10.85
|
17 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
0.74
|
22 |
2.64
|
21 |
7.16
|
18 |
6.85
|
18 |
12.41
|
16 |
| Axis Equity Hybrid Fund |
0.25
|
26 |
1.19
|
26 |
5.10
|
26 |
4.11
|
25 |
13.85
|
14 |
| Franklin India Equity Hybrid Fund |
1.36
|
4 |
3.71
|
5 |
8.48
|
10 |
8.12
|
11 |
14.17
|
12 |
| Shriram Hybrid Equity Fund |
0.97
|
13 |
2.34
|
24 |
6.80
|
21 |
5.88
|
21 |
10.64
|
20 |
| Canara Robeco Equity Hybrid Fund |
0.85
|
18 |
2.70
|
18 |
7.55
|
15 |
7.56
|
16 |
15.41
|
6 |
| Dsp Equity & Bond Fund |
1.37
|
3 |
3.22
|
10 |
9.53
|
6 |
6.42
|
20 |
14.13
|
13 |
| Edelweiss Aggressive Hybrid Fund |
1.35
|
5 |
3.90
|
3 |
10.46
|
2 |
12.30
|
2 |
15.57
|
4 |
| Essel Equity Hybrid Fund |
0.95
|
15 |
2.66
|
19 |
8.89
|
8 |
8.09
|
13 |
10.74
|
19 |
| Hdfc Hybrid Equity Fund |
0.79
|
20 |
3.71
|
7 |
6.91
|
20 |
10.75
|
7 |
15.54
|
5 |
| Icici Prudential Equity & Debt Fund |
1.60
|
2 |
4.75
|
2 |
10.37
|
3 |
16.90
|
1 |
20.15
|
2 |
| Idfc Hybrid Equity Fund |
0.92
|
17 |
2.61
|
22 |
7.97
|
12 |
7.99
|
14 |
14.47
|
10 |
| Indiabulls Equity Hybrid Fund |
0.77
|
21 |
2.81
|
16 |
6.06
|
24 |
6.64
|
19 |
11.60
|
18 |
| Invesco India Equity & Bond Fund |
1.11
|
8 |
3.43
|
8 |
7.96
|
13 |
5.79
|
22 |
10.54
|
21 |
| Jm Equity Hybrid Fund |
2.04
|
1 |
5.82
|
1 |
11.97
|
1 |
10.93
|
5 |
14.71
|
8 |
| Kotak Equity Hybrid Fund |
1.03
|
10 |
2.84
|
15 |
7.88
|
14 |
10.09
|
9 |
17.55
|
3 |
| Mahindra Hybrid Equity Nivesh Yojana |
1.00
|
12 |
3.29
|
9 |
9.49
|
7 |
10.84
|
6 |
|
|
| Nippon India Equity Hybrid Fund |
1.29
|
7 |
3.78
|
4 |
9.90
|
4 |
10.74
|
8 |
8.23
|
24 |
| Pgim India Hybrid Equity Fund |
0.74
|
23 |
2.96
|
12 |
6.97
|
19 |
5.18
|
23 |
10.29
|
22 |
| Quant Absolute Fund |
0.96
|
14 |
2.53
|
23 |
5.26
|
25 |
11.99
|
4 |
28.61
|
1 |
| Sbi Equity Hybrid Fund |
0.83
|
19 |
2.86
|
14 |
6.76
|
22 |
7.17
|
17 |
14.51
|
9 |
| Tata Hybrid Equity Fund |
0.58
|
25 |
2.74
|
17 |
6.20
|
23 |
9.12
|
10 |
13.77
|
15 |
| Uti Hybrid Equity Fund |
1.30
|
6 |
3.71
|
6 |
9.69
|
5 |
12.28
|
3 |
15.37
|
7 |
| Lic Mf Equity Hybrid Fund |
0.65
|
24 |
2.25
|
25 |
7.17
|
17 |
5.09
|
24 |
9.45
|
23 |
| Mirae Asset Hybrid Equity Fund |
0.92
|
16 |
2.91
|
13 |
7.45
|
16 |
7.97
|
15 |
14.18
|
11 |
| Union Hybrid Equity Fund |
1.01
|
11 |
2.66
|
20 |
7.98
|
11 |
8.10
|
12 |
|
|
| Baroda Bnp Paribas Aggressive Hybrid Fund |
1.11
|
9 |
3.09
|
11 |
8.53
|
9 |
|
|
||
| Idbi Hybrid Equity Fund |
|
|
|
|
11.94
|
17 | ||||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
0.80
|
23 |
2.85
|
23 |
7.58
|
20 |
7.69
|
19 |
13.30
|
17 |
| Axis Equity Hybrid Fund |
0.41
|
26 |
1.52
|
26 |
5.68
|
26 |
5.45
|
25 |
15.49
|
11 |
| Franklin India Equity Hybrid Fund |
1.46
|
4 |
4.00
|
4 |
9.10
|
10 |
9.20
|
15 |
15.33
|
12 |
| Shriram Hybrid Equity Fund |
1.10
|
14 |
2.73
|
24 |
7.62
|
19 |
7.51
|
22 |
12.33
|
20 |
| Canara Robeco Equity Hybrid Fund |
0.95
|
18 |
2.98
|
19 |
8.17
|
16 |
8.92
|
16 |
16.79
|
5 |
| Dsp Equity & Bond Fund |
1.46
|
5 |
3.49
|
11 |
10.11
|
6 |
7.51
|
21 |
15.29
|
14 |
| Edelweiss Aggressive Hybrid Fund |
1.52
|
3 |
4.39
|
3 |
11.44
|
2 |
14.47
|
2 |
17.63
|
4 |
| Essel Equity Hybrid Fund |
1.11
|
13 |
3.11
|
16 |
9.87
|
8 |
10.13
|
11 |
12.77
|
19 |
| Hdfc Hybrid Equity Fund |
0.84
|
22 |
3.87
|
7 |
7.24
|
21 |
11.46
|
9 |
16.28
|
6 |
| Icici Prudential Equity & Debt Fund |
1.65
|
2 |
4.90
|
2 |
10.67
|
3 |
17.54
|
1 |
20.78
|
2 |
| Idfc Hybrid Equity Fund |
1.03
|
17 |
2.94
|
20 |
8.65
|
12 |
9.39
|
13 |
15.97
|
8 |
| Indiabulls Equity Hybrid Fund |
0.89
|
19 |
3.16
|
15 |
6.69
|
24 |
8.37
|
17 |
13.82
|
16 |
| Invesco India Equity & Bond Fund |
1.24
|
9 |
3.84
|
8 |
8.86
|
11 |
7.54
|
20 |
12.27
|
21 |
| Jm Equity Hybrid Fund |
2.15
|
1 |
6.14
|
1 |
12.55
|
1 |
11.96
|
6 |
15.73
|
10 |
| Kotak Equity Hybrid Fund |
1.14
|
12 |
3.20
|
14 |
8.61
|
13 |
11.66
|
7 |
19.12
|
3 |
| Mahindra Hybrid Equity Nivesh Yojana |
1.16
|
10 |
3.75
|
9 |
10.59
|
4 |
13.06
|
4 |
|
|
| Nippon India Equity Hybrid Fund |
1.36
|
6 |
3.99
|
5 |
10.33
|
5 |
11.60
|
8 |
9.09
|
24 |
| Pgim India Hybrid Equity Fund |
0.88
|
21 |
3.37
|
12 |
7.85
|
17 |
6.95
|
23 |
12.11
|
22 |
| Quant Absolute Fund |
1.10
|
15 |
2.93
|
21 |
5.98
|
25 |
13.64
|
3 |
29.67
|
1 |
| Sbi Equity Hybrid Fund |
0.89
|
20 |
3.04
|
17 |
7.12
|
22 |
7.93
|
18 |
15.30
|
13 |
| Tata Hybrid Equity Fund |
0.67
|
25 |
2.99
|
18 |
6.70
|
23 |
10.18
|
10 |
14.91
|
15 |
| Uti Hybrid Equity Fund |
1.35
|
7 |
3.87
|
6 |
10.03
|
7 |
12.98
|
5 |
16.18
|
7 |
| Lic Mf Equity Hybrid Fund |
0.74
|
24 |
2.52
|
25 |
7.73
|
18 |
6.38
|
24 |
10.73
|
23 |
| Mirae Asset Hybrid Equity Fund |
1.04
|
16 |
3.27
|
13 |
8.20
|
15 |
9.46
|
12 |
15.87
|
9 |
| Union Hybrid Equity Fund |
1.14
|
11 |
2.92
|
22 |
8.59
|
14 |
9.27
|
14 |
|
|
| Baroda Bnp Paribas Aggressive Hybrid Fund |
1.24
|
8 |
3.50
|
10 |
9.42
|
9 |
|
|
||
| Idbi Hybrid Equity Fund |
|
|
|
|
12.97
|
18 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
-10.10
|
11 |
-10.66
|
19 |
-4.90
|
21 |
10.83
|
15 |
7.33
|
15 |
| Baroda Bnp Paribas Aggressive Hybrid Fund |
|
|
|
|
|
|||||
| Canara Robeco Equity Hybrid Fund |
-9.06
|
4 |
-9.11
|
13 |
-3.37
|
7 |
10.01
|
4 |
6.68
|
3 |
| Dsp Equity & Bond Fund |
-11.09
|
17 |
-13.38
|
22 |
-7.04
|
24 |
11.31
|
20 |
7.41
|
16 |
| Edelweiss Aggressive Hybrid Fund |
-9.48
|
5 |
-6.93
|
5 |
-2.80
|
4 |
10.18
|
5 |
6.61
|
2 |
| Navi Equity Hybrid Fund |
-11.21
|
19 |
-8.83
|
11 |
-3.42
|
8 |
9.87
|
3 |
6.95
|
9 |
| Franklin India Equity Hybrid Fund |
-10.07
|
10 |
-9.21
|
14 |
-5.18
|
22 |
10.74
|
13 |
6.97
|
10 |
| Hdfc Hybrid Equity Fund |
-9.92
|
9 |
-6.71
|
4 |
-2.46
|
3 |
11.13
|
17 |
7.04
|
11 |
| Icici Prudential Equity & Debt Fund |
-7.12
|
1 |
-5.01
|
1 |
-1.98
|
1 |
12.81
|
23 |
7.81
|
20 |
| Idbi Hybrid Equity Fund |
|
|
|
|
|
|||||
| Idfc Hybrid Equity Fund |
-11.11
|
18 |
-10.80
|
20 |
-4.81
|
20 |
10.69
|
11 |
7.43
|
18 |
| Indiabulls Equity Hybrid Fund |
-12.18
|
22 |
-10.35
|
17 |
-4.36
|
16 |
11.19
|
18 |
7.57
|
19 |
| Invesco India Equity & Bond Fund |
-10.71
|
16 |
-11.02
|
21 |
-3.79
|
12 |
9.47
|
1 |
6.70
|
4 |
| Jm Equity Hybrid Fund |
-10.38
|
14 |
-10.03
|
15 |
-5.35
|
23 |
12.47
|
22 |
8.01
|
23 |
| Kotak Equity Hybrid Fund |
-8.94
|
3 |
-6.42
|
3 |
-3.25
|
6 |
9.69
|
2 |
6.39
|
1 |
| Lic Mf Equity Hybrid Fund |
-10.68
|
15 |
-10.47
|
18 |
-4.36
|
15 |
10.23
|
7 |
6.79
|
6 |
| Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
-11.25
|
20 |
-8.95
|
12 |
-4.05
|
14 |
11.30
|
19 |
7.81
|
21 |
| Mirae Asset Hybrid Equity Fund |
-9.84
|
8 |
-8.77
|
10 |
-3.43
|
9 |
10.22
|
6 |
6.80
|
7 |
| Quant Absolute Fund |
-13.27
|
24 |
-10.04
|
16 |
-4.00
|
13 |
12.91
|
24 |
8.94
|
24 |
| Nippon India Equity Hybrid Fund |
-10.21
|
12 |
-6.97
|
6 |
-2.21
|
2 |
10.82
|
14 |
7.11
|
13 |
| Sbi Equity Hybrid Fund |
-9.66
|
7 |
-7.92
|
8 |
-3.51
|
11 |
10.57
|
9 |
6.78
|
5 |
| Shriram Hybrid Equity Fund |
-10.26
|
13 |
-8.57
|
9 |
-3.50
|
10 |
10.33
|
8 |
6.83
|
8 |
| Tata Hybrid Equity Fund |
-8.69
|
2 |
-6.39
|
2 |
-2.92
|
5 |
10.94
|
16 |
7.07
|
12 |
| Uti Hybrid Equity Fund |
-9.59
|
6 |
-7.25
|
7 |
-4.50
|
18 |
10.72
|
12 |
7.15
|
14 |
| Pgim India Hybrid Equity Fund |
-12.35
|
23 |
-14.96
|
24 |
-4.68
|
19 |
10.59
|
10 |
7.43
|
17 |
| Axis Equity Hybrid Fund |
-11.62
|
21 |
-13.58
|
23 |
-4.48
|
17 |
11.78
|
21 |
7.88
|
22 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
0.89
|
16 |
0.49
|
17 |
0.84
|
17 |
0.44
|
1.30
|
11 | 0.98 | 10 |
0.84
|
13 |
0.10
|
11 |
1.29
|
12 |
-0.0992
|
11 |
| Baroda Bnp Paribas Aggressive Hybrid Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Canara Robeco Equity Hybrid Fund |
0.87
|
18 |
0.49
|
16 |
0.85
|
16 |
0.39
|
0.27
|
13 | 0.97 | 11 |
0.93
|
2 |
0.09
|
13 |
1.27
|
14 |
-0.0695
|
10 |
| Dsp Equity & Bond Fund |
0.93
|
14 |
0.53
|
15 |
0.78
|
18 |
0.42
|
2.27
|
9 | 0.97 | 12 |
0.81
|
15 |
0.11
|
10 |
1.32
|
10 |
-1.0944
|
13 |
| Edelweiss Aggressive Hybrid Fund |
1.36
|
5 |
0.88
|
2 |
1.28
|
7 |
0.42
|
6.18
|
5 | 0.95 | 15 |
0.89
|
7 |
0.15
|
5 |
1.63
|
4 |
5.2286
|
5 |
| Navi Equity Hybrid Fund |
0.87
|
17 |
0.46
|
18 |
0.86
|
15 |
0.37
|
-0.56
|
14 | 1.02 | 7 |
0.89
|
8 |
0.08
|
14 |
1.28
|
13 |
0.5909
|
9 |
| Franklin India Equity Hybrid Fund |
1.17
|
10 |
0.71
|
9 |
1.06
|
11 |
0.44
|
4.48
|
7 | 0.96 | 14 |
0.88
|
9 |
0.13
|
7 |
1.49
|
9 |
1.6274
|
8 |
| Hdfc Hybrid Equity Fund |
1.24
|
8 |
0.81
|
8 |
1.30
|
5 |
0.40
|
|
|
|
|
|
|||||||
| Icici Prudential Equity & Debt Fund |
1.74
|
1 |
1.43
|
1 |
2.05
|
1 |
0.40
|
13.20
|
1 | 1.07 | 4 |
0.75
|
16 |
0.21
|
1 |
1.88
|
1 |
11.9256
|
1 |
| Idbi Hybrid Equity Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Idfc Hybrid Equity Fund |
0.99
|
12 |
0.54
|
14 |
0.88
|
14 |
0.39
|
|
|
|
|
|
|||||||
| Indiabulls Equity Hybrid Fund |
0.72
|
19 |
0.39
|
19 |
0.77
|
19 |
0.42
|
-1.56
|
16 | 1.05 | 5 |
0.90
|
5 |
0.08
|
15 |
1.16
|
15 |
-2.8802
|
16 |
| Invesco India Equity & Bond Fund |
0.71
|
20 |
0.36
|
20 |
0.67
|
21 |
0.40
|
-0.72
|
15 | 0.90 | 18 |
0.81
|
14 |
0.07
|
16 |
1.15
|
16 |
-3.1886
|
18 |
| Jm Equity Hybrid Fund |
1.27
|
7 |
0.81
|
7 |
1.19
|
8 |
0.44
|
7.48
|
3 | 1.00 | 8 |
0.74
|
17 |
0.16
|
3 |
1.56
|
6 |
6.9694
|
3 |
| Kotak Equity Hybrid Fund |
1.37
|
4 |
0.86
|
3 |
1.29
|
6 |
0.41
|
|
|
|
|
|
|||||||
| Lic Mf Equity Hybrid Fund |
0.56
|
23 |
0.31
|
23 |
0.64
|
22 |
0.40
|
-2.74
|
18 | 0.97 | 13 |
0.86
|
12 |
0.06
|
18 |
1.04
|
18 |
-2.0999
|
15 |
| Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
1.20
|
9 |
0.68
|
10 |
1.13
|
10 |
0.36
|
2.66
|
8 | 1.15 | 2 |
0.93
|
3 |
0.12
|
9 |
1.51
|
7 |
4.7850
|
6 |
| Mirae Asset Hybrid Equity Fund |
0.96
|
13 |
0.55
|
12 |
0.93
|
13 |
0.39
|
|
|
|
|
|
|||||||
| Quant Absolute Fund |
1.43
|
2 |
0.84
|
5 |
1.33
|
2 |
0.37
|
7.57
|
2 | 1.17 | 1 |
0.55
|
19 |
0.16
|
4 |
1.68
|
3 |
9.4339
|
2 |
| Nippon India Equity Hybrid Fund |
1.33
|
6 |
0.83
|
6 |
1.32
|
4 |
0.40
|
5.51
|
6 | 1.02 | 6 |
0.90
|
4 |
0.14
|
6 |
1.61
|
5 |
5.7594
|
4 |
| Sbi Equity Hybrid Fund |
0.91
|
15 |
0.54
|
13 |
0.96
|
12 |
0.43
|
1.10
|
12 | 0.98 | 9 |
0.94
|
1 |
0.10
|
12 |
1.30
|
11 |
-1.3541
|
14 |
| Shriram Hybrid Equity Fund |
0.61
|
21 |
0.34
|
21 |
0.74
|
20 |
0.38
|
|
|
|
|
|
|||||||
| Tata Hybrid Equity Fund |
1.01
|
11 |
0.61
|
11 |
1.14
|
9 |
0.41
|
1.97
|
10 | 0.92 | 17 |
0.89
|
7 |
0.12
|
8 |
1.49
|
8 |
-0.8021
|
12 |
| Uti Hybrid Equity Fund |
1.39
|
3 |
0.85
|
4 |
1.32
|
3 |
0.42
|
6.75
|
4 | 0.88 | 19 |
0.87
|
11 |
0.17
|
2 |
1.80
|
2 |
3.0239
|
7 |
| Pgim India Hybrid Equity Fund |
0.61
|
22 |
0.31
|
22 |
0.56
|
24 |
0.42
|
-1.65
|
17 | 0.94 | 16 |
0.70
|
18 |
0.07
|
17 |
1.08
|
17 |
-2.8972
|
17 |
| Axis Equity Hybrid Fund |
0.54
|
24 |
0.29
|
24 |
0.59
|
23 |
0.40
|
-3.93
|
19 | 1.08 | 3 |
0.88
|
10 |
0.06
|
19 |
1.03
|
19 |
-4.4869
|
19 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.