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 Hybrid Debt Fund 1
16.05% 11.03% 11.14% 8.68% 9.54% 16.65% 11.57% 11.65% 9.21% 10.08% % % % %
Franklin India Debt Hybrid Fund 2
14.67% 8.78% 8.68% 7.27% 8.36% 15.49% 9.62% 9.54% 8.09% 9.22% % % % %
Kotak Debt Hybrid Fund 3
16.77% 10.75% 11.97% 9.59% 10.20% 18.24% 12.25% 13.40% 11.01% 11.54% % % % %
Sbi Conservative Hybrid Fund 4
14.79% 10.75% 11.70% 8.90% 9.96% 15.36% 11.33% 12.32% 9.60% 10.77% % % % %
Icici Prudential Regular Savings Fund 5
14.43% 10.28% 10.30% 9.04% 10.11% 15.31% 11.15% 11.15% 9.88% 10.96% % % % %
Uti Regular Savings Fund 6
15.39% 10.49% 10.01% 8.04% 8.98% 16.10% 11.14% 10.69% 8.72% 9.67% % % % %
Hsbc Regular Savings Fund 7
17.29% 9.30% 9.18% 7.43% 8.23% 18.25% 10.49% 10.66% 8.66% 9.26% % % % %
Navi Regular Savings Fund 8
9.99% 6.35% 6.37% 5.51% 6.56% 11.88% 8.15% 8.09% 7.28% 8.35% % % % %
Dsp Regular Savings Fund 9
14.47% 8.41% 9.11% 6.46% 7.67% 15.18% 9.24% 10.33% 7.71% 8.77% % % % %
Aditya Birla Sun Life Regular Savings F… 10
11.76% 8.89% 9.63% 7.13% 9.50% 12.79% 9.89% 10.60% 8.11% 10.54% % % % %
Nippon India Hybrid Bond Fund 11
9.49% 8.27% 4.58% 4.11% 6.19% 10.24% 9.04% 5.30% 4.89% 7.03% % % % %
Baroda Bnp Paribas Conservative Hybrid … 12
12.60% % % % % 14.45% % % % % % % % %
Sundaram Debt Oriented Hybrid Fund 13
10.66% 9.17% 8.56% 6.19% 7.99% 11.75% 10.20% 9.52% 7.24% 8.89% % % % %
Canara Robeco Conservative Hybrid Fund 14
12.36% 7.77% 9.72% 8.26% 8.45% 13.68% 9.09% 11.02% 9.51% 9.68% % % % %
Bandhan Regular Savings Fund 15
12.13% 6.49% 7.04% 6.08% 7.49% 13.13% 7.49% 8.03% 7.05% 8.48% % % % %
Axis Regular Saver Fund 16
10.34% 6.62% 8.86% 6.86% 7.46% 11.84% 8.06% 10.19% 8.12% 8.82% % % % %
Lic Mf Debt Hybrid Fund 17
9.88% 6.23% 6.99% 6.35% 6.76% 10.97% 7.21% 7.95% 7.30% 7.68% % % % %

Return Calculated On: 26 July 2024

Ratios Calculated On: 30 April 2024

Performance Indicators


LumpSum Investment Value Chart


SIP vs Lumpsum Investment (R) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

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 Regular Savings Fund 13,411.20 12,921.42 46,472.40 41,987.56 95,028.00 75,458.28 136,046.40 114,185.48 297,348.00 187,337.04 706,140.00 378,710.10
Baroda BNP Paribas Conservative Hybrid Fund 13,512.00 12,897.68
Canara Robeco Conservative Hybrid Fund 13,483.20 12,944.96 45,064.80 41,818.25 95,400.00 73,544.64 146,445.60 114,368.44 270,048.00 186,080.16 636,444.00 357,009.48
DSP Regular Savings Fund 13,736.40 13,101.68 45,867.60 42,831.43 92,784.00 74,659.92 130,158.00 111,583.58 251,172.00 177,031.80 577,512.00 332,449.02
Navi Regular Savings Fund 13,198.80 12,716.36 43,304.40 40,615.06 81,714.00 69,142.14 122,262.00 103,249.61 226,608.00 163,319.88
Franklin India Debt Hybrid Fund 13,760.40 13,055.29 46,332.00 42,803.46 90,990.00 75,670.02 137,306.40 114,011.02 267,912.00 182,366.28 607,608.00 352,650.24
HDFC Hybrid Debt Fund 13,926.00 13,136.84 49,276.80 44,075.20 101,742.00 79,550.34 150,444.00 122,300.72 298,392.00 200,090.40 730,926.00 391,038.48
HSBC Regular Savings Fund 14,074.80 13,330.56 47,001.60 43,483.97 93,102.00 75,553.38 138,717.60 114,962.40 264,588.00 184,298.16 615,726.00 349,819.38
ICICI Prudential Regular Savings Fund 13,731.60 13,060.06 48,286.80 43,048.08 97,944.00 76,181.22 153,904.80 118,165.99 314,388.00 197,972.16 736,164.00 397,305.18
Bandhan Regular Savings Fund 13,455.60 12,925.10 43,477.20 41,204.48 84,300.00 70,292.34 126,999.60 105,783.22 247,104.00 169,578.84
Kotak Debt Hybrid Fund 14,012.40 13,176.46 48,906.00 43,892.21 105,582.00 79,246.02 159,432.00 123,960.31 317,016.00 205,517.52
LIC Mf Debt Hybrid Fund 13,185.60 12,808.67 43,160.40 40,503.49 84,108.00 69,380.04 129,250.80 105,249.98 230,916.00 167,478.72 471,762.00 301,494.06
Parag Parikh Conservative Hybrid Fund 14,282.40 13,187.23 50,403.60 44,299.08
Nippon India Hybrid Bond Fund 13,138.80 12,681.94 45,691.20 41,304.02 75,072.00 70,885.44 111,350.40 101,828.33 218,868.00 157,912.92 527,526.00 294,958.80
SBI Conservative Hybrid Fund 13,774.80 13,110.48 48,902.40 43,596.14 104,340.00 78,880.56 152,577.60 122,103.16 310,104.00 200,322.24 681,804.00 387,554.40
Sundaram Debt Oriented Hybrid Fund 13,279.20 12,809.08 46,843.20 41,439.20 90,462.00 73,112.76 127,864.80 108,896.09 258,840.00 173,948.04
UTI Regular Savings Fund 13,846.80 13,174.19 48,560.40 43,214.15 96,684.00 77,376.90 144,362.40 116,825.44 283,536.00 189,836.52 656,586.00 368,675.82
Axis Regular Saver Fund 13,240.80 12,841.15 43,635.60 40,874.76 91,734.00 71,602.56 133,669.20 108,067.01 246,408.00 172,934.52

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 Regular Savings Fund 13,534.80 12,986.15 47,779.20 42,617.12 99,306.00 77,336.22 145,034.40 118,162.55 326,892.00 197,585.28
Baroda BNP Paribas Conservative Hybrid Fund 13,734.00 13,007.00
Canara Robeco Conservative Hybrid Fund 13,641.60 13,028.22 46,735.20 42,618.96 101,214.00 75,951.84 158,634.00 119,724.53 302,268.00 198,831.48
DSP Regular Savings Fund 13,821.60 13,146.40 46,926.00 43,278.77 98,088.00 76,433.04 141,271.20 116,101.27 278,256.00 187,954.44
Navi Regular Savings Fund 13,425.60 12,835.87 45,543.60 41,714.17 88,518.00 72,277.44 137,348.40 109,959.44 267,516.00 179,312.04
Franklin India Debt Hybrid Fund 13,858.80 13,106.53 47,426.40 43,325.03 94,614.00 77,237.10 144,816.00 117,397.56 289,824.00 190,465.56
HDFC Hybrid Debt Fund 13,998.00 13,175.27 50,000.40 44,432.53 104,088.00 80,587.80 155,668.80 124,563.10 313,656.00 205,780.80
HSBC Regular Savings Fund 14,190.00 13,390.50 48,556.80 44,140.39 99,564.00 77,879.52 150,217.20 120,342.01 291,012.00 196,056.48
ICICI Prudential Regular Savings Fund 13,837.20 13,115.44 49,438.80 43,583.62 101,808.00 77,813.04 162,430.80 121,772.03 339,408.00 207,075.00
Bandhan Regular Savings Fund 13,575.60 12,987.68 44,704.80 41,803.70 88,284.00 72,010.32 135,307.20 109,503.49 270,852.00 178,436.52
Kotak Debt Hybrid Fund 14,188.80 13,267.13 50,914.80 44,825.58 112,512.00 82,113.36 174,468.00 130,386.14 357,744.00 221,275.80
LIC Mf Debt Hybrid Fund 13,316.40 12,878.94 44,366.40 41,109.44 87,936.00 71,065.56 137,550.00 108,933.38 251,592.00 176,060.64
Parag Parikh Conservative Hybrid Fund 14,324.40 13,209.00 50,853.60 44,512.38
Nippon India Hybrid Bond Fund 13,228.80 12,726.23 46,677.60 41,786.89 77,694.00 72,204.84 117,314.40 104,529.85 236,784.00 164,453.04
SBI Conservative Hybrid Fund 13,843.20 13,146.56 49,680.00 43,953.34 107,268.00 80,028.60 159,566.40 124,822.82 333,672.00 207,964.80
Sundaram Debt Oriented Hybrid Fund 13,410.00 12,880.66 48,178.80 42,070.39 94,560.00 74,917.08 136,978.80 112,770.59 281,304.00 183,106.56
UTI Regular Savings Fund 13,932.00 13,219.34 49,428.00 43,632.36 99,684.00 78,641.70 150,864.00 119,604.83 302,088.00 196,776.60
Axis Regular Saver Fund 13,420.80 12,936.32 45,424.80 41,753.02 97,470.00 74,111.46 145,118.40 113,263.42 279,384.00 185,317.32

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
0.42%
0.48%
1.36%
4.38%
7.26%
11.76%
8.89%
9.63%
7.13%
9.50%
9.54%
Baroda BNP Paribas Conservative Hybrid Fund
0.32%
0.36%
0.99%
3.42%
6.46%
12.60%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
0.36%
0.65%
1.60%
4.55%
6.95%
12.36%
7.77%
9.72%
8.26%
8.45%
8.78%
DSP Regular Savings Fund
0.41%
0.82%
2.35%
4.96%
8.13%
14.47%
8.41%
9.11%
6.46%
7.67%
8.08%
Navi Regular Savings Fund
0.38%
0.34%
1.39%
2.91%
4.54%
9.99%
6.35%
6.37%
5.51%
6.56%
%
Franklin India Debt Hybrid Fund
0.40%
0.61%
1.53%
4.36%
7.69%
14.67%
8.78%
8.68%
7.27%
8.36%
8.45%
HDFC Hybrid Debt Fund
0.48%
0.54%
1.87%
4.60%
7.84%
16.05%
11.03%
11.14%
8.68%
9.54%
9.79%
HSBC Regular Savings Fund
0.29%
0.78%
1.47%
6.04%
10.59%
17.29%
9.30%
9.18%
7.43%
8.23%
8.54%
ICICI Prudential Regular Savings Fund
0.34%
0.64%
1.78%
4.43%
8.05%
14.43%
10.28%
10.30%
9.04%
10.11%
9.84%
Bandhan Regular Savings Fund
0.28%
0.32%
1.42%
4.92%
6.65%
12.13%
6.49%
7.04%
6.08%
7.49%
%
Kotak Debt Hybrid Fund
0.43%
0.51%
1.43%
5.11%
7.71%
16.77%
10.75%
11.97%
9.59%
10.20%
%
LIC Mf Debt Hybrid Fund
0.36%
0.16%
1.54%
4.85%
6.20%
9.88%
6.23%
6.99%
6.35%
6.76%
6.63%
Parag Parikh Conservative Hybrid Fund
0.39%
0.90%
2.18%
4.43%
8.15%
19.02%
11.87%
%
%
%
%
Nippon India Hybrid Bond Fund
0.26%
0.28%
1.09%
2.81%
5.10%
9.49%
8.27%
4.58%
4.11%
6.19%
7.43%
SBI Conservative Hybrid Fund
0.23%
0.46%
1.48%
5.26%
8.70%
14.79%
10.75%
11.70%
8.90%
9.96%
9.28%
Sundaram Debt Oriented Hybrid Fund
0.37%
0.32%
1.03%
3.85%
5.67%
10.66%
9.17%
8.56%
6.19%
7.99%
%
UTI Regular Savings Fund
0.47%
0.55%
1.74%
5.95%
9.06%
15.39%
10.49%
10.01%
8.04%
8.98%
9.01%
Axis Regular Saver Fund
0.48%
0.45%
1.46%
4.97%
6.54%
10.34%
6.62%
8.86%
6.86%
7.46%
%

As On: 26 July 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
0.42%
0.49%
1.43%
4.60%
7.74%
12.79%
9.89%
10.60%
8.11%
10.54%
%
Baroda BNP Paribas Conservative Hybrid Fund
0.32%
0.37%
1.11%
3.80%
7.25%
14.45%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
0.36%
0.67%
1.70%
4.85%
7.56%
13.68%
9.09%
11.02%
9.51%
9.68%
%
DSP Regular Savings Fund
0.41%
0.82%
2.40%
5.12%
8.45%
15.18%
9.24%
10.33%
7.71%
8.77%
%
Navi Regular Savings Fund
0.38%
0.35%
1.53%
3.34%
5.42%
11.88%
8.15%
8.09%
7.28%
8.35%
%
Franklin India Debt Hybrid Fund
0.40%
0.62%
1.60%
4.54%
8.06%
15.49%
9.62%
9.54%
8.09%
9.22%
%
HDFC Hybrid Debt Fund
0.48%
0.54%
1.92%
4.73%
8.13%
16.65%
11.57%
11.65%
9.21%
10.08%
%
HSBC Regular Savings Fund
0.29%
0.79%
1.54%
6.25%
11.03%
18.25%
10.49%
10.66%
8.66%
9.26%
%
ICICI Prudential Regular Savings Fund
0.34%
0.65%
1.84%
4.62%
8.46%
15.31%
11.15%
11.15%
9.88%
10.96%
%
Bandhan Regular Savings Fund
0.29%
0.33%
1.49%
5.14%
7.10%
13.13%
7.49%
8.03%
7.05%
8.48%
%
Kotak Debt Hybrid Fund
0.43%
0.52%
1.53%
5.42%
8.35%
18.24%
12.25%
13.40%
11.01%
11.54%
%
LIC Mf Debt Hybrid Fund
0.36%
0.17%
1.63%
5.10%
6.73%
10.97%
7.21%
7.95%
7.30%
7.68%
%
Parag Parikh Conservative Hybrid Fund
0.39%
0.90%
2.21%
4.51%
8.31%
19.37%
12.20%
%
%
%
%
Nippon India Hybrid Bond Fund
0.26%
0.29%
1.16%
2.99%
5.39%
10.24%
9.04%
5.30%
4.89%
7.03%
%
SBI Conservative Hybrid Fund
0.23%
0.47%
1.52%
5.38%
8.96%
15.36%
11.33%
12.32%
9.60%
10.77%
%
Sundaram Debt Oriented Hybrid Fund
0.37%
0.33%
1.12%
4.11%
6.22%
11.75%
10.20%
9.52%
7.24%
8.89%
%
UTI Regular Savings Fund
0.47%
0.56%
1.80%
6.10%
9.40%
16.10%
11.14%
10.69%
8.72%
9.67%
%
Axis Regular Saver Fund
0.49%
0.46%
1.58%
5.31%
7.24%
11.84%
8.06%
10.19%
8.12%
8.82%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
14.53%
10.25%
9.10%
8.63%
8.62%
9.30%
Baroda BNP Paribas Conservative Hybrid Fund
14.15%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
14.91%
9.97%
8.07%
8.67%
8.49%
8.59%
DSP Regular Savings Fund
17.44%
11.61%
8.67%
7.98%
7.55%
7.73%
Navi Regular Savings Fund
11.24%
7.99%
5.61%
5.80%
6.00%
%
Franklin India Debt Hybrid Fund
16.69%
11.57%
9.21%
8.58%
8.11%
8.44%
HDFC Hybrid Debt Fund
18.01%
13.59%
11.22%
10.55%
9.87%
9.68%
HSBC Regular Savings Fund
21.17%
12.65%
9.15%
8.82%
8.31%
8.35%
ICICI Prudential Regular Savings Fund
16.77%
11.96%
9.48%
9.59%
9.67%
9.87%
Bandhan Regular Savings Fund
14.59%
8.97%
6.27%
6.48%
6.72%
%
Kotak Debt Hybrid Fund
18.65%
13.30%
11.07%
10.93%
10.37%
%
LIC Mf Debt Hybrid Fund
12.72%
7.80%
5.75%
6.34%
6.49%
6.55%
Parag Parikh Conservative Hybrid Fund
18.83%
13.94%
%
%
%
%
Nippon India Hybrid Bond Fund
10.70%
9.13%
6.60%
5.42%
5.36%
6.28%
SBI Conservative Hybrid Fund
17.58%
12.83%
10.88%
10.50%
9.89%
9.57%
Sundaram Debt Oriented Hybrid Fund
12.73%
9.35%
7.84%
7.30%
7.21%
%
UTI Regular Savings Fund
18.62%
12.22%
10.11%
9.27%
8.87%
8.98%
Axis Regular Saver Fund
13.24%
8.42%
7.00%
7.08%
7.10%
%

As On: 26 July 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
15.57%
11.27%
10.09%
9.58%
9.63%
%
Baroda BNP Paribas Conservative Hybrid Fund
15.91%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
16.25%
11.27%
9.36%
9.95%
9.75%
%
DSP Regular Savings Fund
18.16%
12.33%
9.62%
9.09%
8.68%
%
Navi Regular Savings Fund
13.15%
9.80%
7.38%
7.57%
7.79%
%
Franklin India Debt Hybrid Fund
17.52%
12.40%
10.04%
9.40%
8.94%
%
HDFC Hybrid Debt Fund
18.63%
14.15%
11.74%
11.06%
10.40%
%
HSBC Regular Savings Fund
22.15%
13.69%
10.37%
10.10%
9.48%
%
ICICI Prudential Regular Savings Fund
17.66%
12.81%
10.33%
10.43%
10.52%
%
Bandhan Regular Savings Fund
15.60%
9.95%
7.23%
7.45%
7.70%
%
Kotak Debt Hybrid Fund
20.13%
14.77%
12.50%
12.34%
11.76%
%
LIC Mf Debt Hybrid Fund
13.85%
8.81%
6.70%
7.31%
7.44%
%
Parag Parikh Conservative Hybrid Fund
19.18%
14.28%
%
%
%
%
Nippon India Hybrid Bond Fund
11.40%
9.92%
7.34%
6.15%
6.14%
%
SBI Conservative Hybrid Fund
18.17%
13.40%
11.46%
11.12%
10.60%
%
Sundaram Debt Oriented Hybrid Fund
13.87%
10.38%
8.81%
8.28%
8.19%
%
UTI Regular Savings Fund
19.35%
12.89%
10.76%
9.92%
9.55%
%
Axis Regular Saver Fund
14.77%
9.87%
8.38%
8.40%
8.42%
%