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
Icici Prudential Balance… 1
20.85% 12.93% 12.78% 11.57% 11.84% 21.60% 13.67% 13.47% 12.41% 12.85% 4.59% -1.47% -3.49% 5.67% 0.62 0.65 1.15
Shriram Balanced Advanta… 2
28.57% 12.49% % % % 30.91% 14.56% % % % 7.86% -4.54% -8.04% 1.49% 0.75 0.28 0.52
Tata Balanced Advantage … 3
21.13% 12.76% 12.87% % % 22.82% 14.49% 14.70% % % 6.16% -3.89% -5.00% 3.36% 0.65 0.38 0.74
Nippon India Balanced Ad… 4
24.08% 12.62% 11.83% 10.51% 11.42% 25.59% 14.10% 13.32% 11.88% 12.58% 6.50% -3.85% -5.53% 3.15% 0.65 0.36 0.68
Invesco India Dynamic Eq… 5
25.56% 12.43% 11.13% 9.71% 10.88% 27.22% 13.95% 12.60% 11.15% 12.47% 7.61% -7.25% -7.03% 2.07% 0.76 0.32 0.63
Edelweiss Balanced Advan… 6
25.23% 13.40% 14.63% 12.63% 12.13% 26.74% 14.88% 16.20% 14.09% 13.37% 7.42% -6.51% -7.33% 0.95% 1.00 0.34 0.66
Iti Balanced Advantage F… 7
24.48% 10.73% % % % 26.68% 12.94% % % % 7.81% -8.48% -6.84% 0.54% 0.95 0.28 0.51
Hdfc Balanced Advantage … 8
41.75% 24.01% 18.48% 16.42% 15.54% 42.63% 24.80% 19.21% 17.21% 16.29% % % % %
Aditya Birla Sun Life Ba… 9
20.42% 11.45% 11.92% 10.04% % 21.79% 12.81% 13.25% 11.33% % 6.36% -5.57% -6.23% 1.49% 0.82 0.28 0.55
Motilal Oswal Dynamic Fu… 10
28.44% 10.70% 9.98% 8.90% % 29.98% 12.06% 11.34% 10.18% % 10.04% -10.45% -11.22% -0.24% 0.71 0.11 0.19
Bank Of India Equity Deb… 11
24.95% 15.16% 10.05% 7.97% 8.49% 26.06% 16.13% 10.86% 8.75% 9.18% % % % %
Baroda Bnp Paribas Balan… 12
26.56% 14.48% 15.63% % % 28.07% 15.97% 17.17% % % % % % %
Axis Dynamic Equity Fund 13
25.35% 12.99% 10.92% % % 26.93% 14.45% 12.37% % % % % % %
Dsp Dynamic Asset Alloca… 14
19.27% 9.35% 10.22% 8.77% 8.90% 20.71% 10.72% 11.75% 10.25% 10.21% 6.20% -6.29% -4.70% 1.27% 0.48 0.07 0.10
Pgim India Balanced Adva… 15
15.52% 9.72% % % % 17.44% 11.64% % % % 7.79% -7.85% -9.72% -0.53% 0.86 0.13 0.26
Sundaram Balanced Advant… 16
19.19% % % % % 20.90% % % % % % % % %
Kotak Balanced Advantage… 17
18.45% 11.16% 11.73% % % 19.82% 12.53% 13.07% % % % % % %
Union Balanced Advantage… 18
18.75% 9.85% 11.84% % % 20.12% 11.21% 13.01% % % % % % %
Idfc Balanced Advantage … 19
18.43% 9.86% 10.45% 9.51% % 19.98% 11.39% 11.96% 11.06% % % % % %
Uti Unit Linked Insuranc… 20
11.19% 7.53% 7.70% 7.37% 7.36% 11.99% 8.33% 8.48% 8.10% 8.05% % % % %

Return Calculated On: 27 May 2024

Ratios Calculated On: 28 March 2024