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
Kotak Debt Hybrid Fund 1
15.85% 10.53% 11.21% 9.32% 10.24% 17.35% 12.03% 12.62% 10.73% 11.57% 4.34% -3.06% -3.81% 2.10% 1.18 0.33 0.67
Uti Regular Savings Fund 2
13.29% 9.76% 8.13% 7.70% 9.04% 13.98% 10.41% 8.80% 8.38% 9.74% 4.22% -3.15% -3.51% 1.09% 0.96 0.23 0.44
Nippon India Hybrid Bond… 3
9.09% 8.25% 3.78% 4.29% 6.62% 9.91% 9.02% 4.50% 5.08% 7.47% 2.14% -1.02% -0.69% 3.53% 0.60 0.14 0.30
Franklin India Debt Hybr… 4
14.12% 8.03% 7.96% 7.16% 8.55% 14.96% 8.87% 8.80% 7.98% 9.40% 3.41% -2.55% -3.25% 1.06% 0.91 0.04 0.08
Sundaram Debt Oriented H… 5
9.78% 8.71% 6.77% 6.00% 8.26% 10.82% 9.72% 7.70% 7.03% 9.17% 4.92% -2.57% -2.97% 0.71% 1.13 0.17 0.27
Dsp Regular Savings Fund 6
13.48% 7.90% 7.95% 6.07% 7.71% 14.18% 8.81% 9.21% 7.33% 8.82% 3.50% -3.05% -3.91% 1.32% 0.87 0.03 0.07
Aditya Birla Sun Life Re… 7
10.88% 8.54% 8.70% 7.13% 9.75% 11.92% 9.54% 9.65% 8.13% 10.78% 3.46% -3.29% -2.66% 1.88% 0.88 0.11 0.24
Hsbc Regular Savings Fund 8
14.72% 8.31% 8.43% 7.03% 8.20% 15.65% 9.56% 9.92% 8.25% 9.22% 4.09% -4.33% -4.78% -0.92% 1.18 0.02 0.03
Canara Robeco Conservati… 9
11.19% 7.50% 9.13% 7.94% 8.61% 12.51% 8.82% 10.42% 9.18% 9.83% 3.26% -2.55% -2.43% 0.68% 0.91 0.00 -0.02
Navi Regular Savings Fund 10
10.15% 6.17% 5.79% 5.48% 6.71% 12.04% 7.98% 7.50% 7.24% 8.48% 2.75% -1.91% -2.54% -0.03% 0.79 -0.19 -0.55
Hdfc Hybrid Debt Fund 11
15.80% 11.25% 10.35% 8.58% 9.89% 16.39% 11.78% 10.85% 9.11% 10.43% % % % %
Axis Regular Saver Fund 12
9.21% 6.51% 6.75% 6.62% 7.76% 10.69% 7.92% 8.05% 7.88% 9.13% 3.89% -4.55% -4.23% -1.26% 0.88 -0.09 -0.24
Sbi Conservative Hybrid … 13
14.17% 10.57% 10.49% 8.59% 9.85% 14.74% 11.16% 11.10% 9.31% 10.66% % % % %
Icici Prudential Regular… 14
14.63% 9.61% 9.60% 9.02% 10.44% 15.52% 10.49% 10.44% 9.87% 11.28% % % % %
Lic Mf Debt Hybrid Fund 15
7.44% 5.45% 6.49% 5.95% 6.57% 8.48% 6.40% 7.45% 6.89% 7.47% 3.52% -3.11% -4.24% -1.06% 0.87 -0.20 -0.57
Baroda Bnp Paribas Conse… 16
12.91% % % % % 14.73% % % % % % % % %
Idfc Regular Savings Fund 17
9.88% 5.59% 6.20% 5.70% 7.59% 10.89% 6.58% 7.18% 6.66% 8.57% % % % %

Return Calculated On: 23 April 2024

Ratios Calculated On: 28 March 2024





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



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 13305.6 12658.48 46033.2 39722.72 91032.0 75092.46 136054.8 112342.61 304176.0 182353.08 726732.0 372152.7
Baroda BNP Paribas Conservative Hybrid Fund 13549.2 12798.43
Canara Robeco Conservative Hybrid Fund 13342.8 12684.88 44722.8 39442.9 92880.0 73334.28 143446.8 112776.97 273960.0 180570.24 654354.0 350052.12
DSP Regular Savings Fund 13617.6 12833.78 45219.6 40210.49 87942.0 73752.12 126907.2 108961.69 252300.0 170688.72 592902.0 324023.04
Navi Regular Savings Fund 13218.0 12646.62 43088.4 38910.17 79482.0 69509.88 121993.2 103014.16 229740.0 160880.28
Franklin India Debt Hybrid Fund 13694.4 12880.9 45392.4 40420.01 87990.0 73808.22 136273.2 110835.73 272676.0 175742.28 630234.0 344478.78
HDFC Hybrid Debt Fund 13896.0 12969.43 49564.8 41774.47 98178.0 79275.24 149452.8 120389.64 308100.0 194031.6 778302.0 383532.66
HSBC Regular Savings Fund 13766.4 12998.58 45741.6 40532.62 89928.0 74074.8 135189.6 111480.35 263808.0 176232.84 629694.0 338175.36
ICICI Prudential Regular Savings Fund 13755.6 12922.13 47408.4 40938.91 94866.0 76251.84 153762.0 117131.36 323820.0 193404.96 765774.0 391729.86
IDFC Regular Savings Fund 13185.6 12589.26 42382.8 38557.84 81042.0 69202.5 123832.8 103316.22 249408.0 163661.4
Kotak Debt Hybrid Fund 13902.0 12973.1 48607.2 41415.84 102042.0 78943.38 156727.2 121762.03 318216.0 198771.6
LIC Mf Debt Hybrid Fund 12892.8 12416.94 42217.2 37954.33 82158.0 68509.14 125865.6 103033.98 226668.0 161548.92 477900.0 293250.24
Parag Parikh Conservative Hybrid Fund 13909.2 13087.13
Nippon India Hybrid Bond Fund 13090.8 12585.31 45669.6 39734.5 72234.0 70736.04 112736.4 101148.18 227892.0 155400.36 540000.0 294035.4
SBI Conservative Hybrid Fund 13700.4 12834.91 48668.4 41118.08 98802.0 78359.34 149578.8 119623.06 306924.0 193486.2 674802.0 377042.94
Sundaram Debt Oriented Hybrid Fund 13173.6 12581.12 46256.4 39437.6 83256.0 72933.72 126277.2 107560.99 265332.0 169805.28
UTI Regular Savings Fund 13594.8 12801.31 47606.4 40437.32 88686.0 75943.8 141162.0 113578.16 285216.0 181949.88 673686.0 356723.64
Axis Regular Saver Fund 13105.2 12529.16 43495.2 38515.57 83196.0 71117.94 131569.2 106421.11 253428.0 167880.96

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 Regular Savings Fund 13430.4 12722.96 47314.8 40321.44 95118.0 76997.76 145177.2 116282.46 334188.0 192291.36
Baroda BNP Paribas Conservative Hybrid Fund 13767.6 12910.24
Canara Robeco Conservative Hybrid Fund 13501.2 12766.52 46386.0 40202.35 98508.0 75799.74 155366.4 118075.02 306480.0 192820.44
DSP Regular Savings Fund 13701.6 12877.66 46382.4 40653.5 93210.0 75677.46 137785.2 113565.4 279408.0 181329.48
Navi Regular Savings Fund 13444.8 12765.83 45327.6 39961.01 86130.0 72719.1 136987.2 109741.97 270768.0 176507.64
Franklin India Debt Hybrid Fund 13795.2 12931.61 46458.0 40916.99 91482.0 75380.64 143740.8 114164.23 294708.0 183549.6
HDFC Hybrid Debt Fund 13966.8 13006.85 50274.0 42107.08 100416.0 80312.76 154669.2 122610.68 323748.0 199483.08
HSBC Regular Savings Fund 13878.0 13056.35 47340.0 41178.28 96300.0 76544.94 146269.2 116818.38 289908.0 187462.08
ICICI Prudential Regular Savings Fund 13862.4 12977.32 48560.4 41451.88 98580.0 77925.78 162313.2 120729.84 349476.0 202234.44
IDFC Regular Savings Fund 13306.8 12651.72 43581.6 39124.91 84876.0 70950.66 131930.4 106988.28 273108.0 172186.56
Kotak Debt Hybrid Fund 14082.0 13064.66 50616.0 42311.48 108720.0 81881.04 171427.2 128119.66 358716.0 213870.48
LIC Mf Debt Hybrid Fund 13017.6 12483.65 43369.2 38511.94 85920.0 70195.92 133879.2 106628.76 246636.0 169696.2
Parag Parikh Conservative Hybrid Fund 13950.0 13108.73
Nippon India Hybrid Bond Fund 13189.2 12630.17 46645.2 40200.34 74778.0 72072.78 118818.0 103860.2 246732.0 161846.16
SBI Conservative Hybrid Fund 13768.8 12870.22 49449.6 41458.82 101580.0 79541.82 156592.8 122347.6 330336.0 200925.72
Sundaram Debt Oriented Hybrid Fund 13298.4 12648.68 47552.4 40028.9 86928.0 74741.7 135156.0 111391.81 288516.0 178594.32
UTI Regular Savings Fund 13677.6 12845.12 48452.4 40826.41 91452.0 77213.1 147529.2 116299.09 303864.0 188560.44
Axis Regular Saver Fund 13282.8 12622.18 45248.4 39342.02 88350.0 73639.32 142816.8 111521.09 287448.0 179791.08

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life Regular Savings Fund

-2.66 -3.29 -1.31 3.46 2.42

Baroda Bnp Paribas Conservative Hybrid Fund

Canara Robeco Conservative Hybrid Fund

-2.43 -2.55 -1.17 3.26 2.33

Dsp Regular Savings Fund

-3.91 -3.05 -1.15 3.50 2.59

Navi Regular Savings Fund

-2.54 -1.91 -0.71 2.75 2.00

Franklin India Debt Hybrid Fund

-3.25 -2.55 -1.09 3.41 2.40

Hdfc Hybrid Debt Fund

Hsbc Regular Savings Fund

-4.78 -4.33 -1.48 4.09 2.95

Icici Prudential Regular Savings Fund

Idfc Regular Savings Fund

Kotak Debt Hybrid Fund

-3.81 -3.06 -1.12 4.34 3.09

Lic Mf Debt Hybrid Fund

-4.24 -3.11 -1.01 3.52 2.41

Parag Parikh Conservative Hybrid Fund

Nippon India Hybrid Bond Fund

-0.69 -1.02 -0.42 2.14 1.44

Sbi Conservative Hybrid Fund

Sundaram Debt Oriented Hybrid Fund

-2.97 -2.57 -1.20 4.92 2.65

Uti Regular Savings Fund

-3.51 -3.15 -1.08 4.22 2.77

Axis Regular Saver Fund

-4.23 -4.55 -1.85 3.89 2.71

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 Regular Savings Fund

0.24
0.11
0.63
0.45
1.88
0.88
0.72
0.68
0.7982

Baroda Bnp Paribas Conservative Hybrid Fund

Canara Robeco Conservative Hybrid Fund

-0.02
0.00
0.60
0.40
0.68
0.91
0.80
0.61
0.0213

Dsp Regular Savings Fund

0.07
0.03
0.60
0.36
1.32
0.87
0.59
0.63
1.1070

Navi Regular Savings Fund

-0.55
-0.19
0.50
0.35
-0.03
0.79
0.68
0.46
-1.3674

Franklin India Debt Hybrid Fund

0.08
0.04
0.63
0.38
1.06
0.91
0.73
0.63
0.3336

Hdfc Hybrid Debt Fund

Hsbc Regular Savings Fund

0.03
0.02
0.54
0.42
-0.92
1.18
0.89
0.62
0.7099

Icici Prudential Regular Savings Fund

Idfc Regular Savings Fund

Kotak Debt Hybrid Fund

0.67
0.33
0.82
0.38
2.10
1.18
0.68
0.80
2.6131

Lic Mf Debt Hybrid Fund

-0.57
-0.20
0.41
0.38
-1.06
0.87
0.71
0.46
-1.9815

Parag Parikh Conservative Hybrid Fund

Nippon India Hybrid Bond Fund

0.30
0.14
0.75
0.42
3.53
0.60
0.70
0.69
1.6448

Sbi Conservative Hybrid Fund

Sundaram Debt Oriented Hybrid Fund

0.27
0.17
0.72
0.48
0.71
1.13
0.40
0.69
2.1037

Uti Regular Savings Fund

0.44
0.23
0.73
0.41
1.09
0.96
0.70
0.76
1.0464

Axis Regular Saver Fund

-0.24
-0.09
0.45
0.42
-1.26
0.88
0.87
0.54
-2.5167

As On: 23 April 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
0.11%
0.47%
1.01%
2.44%
6.13%
10.88%
8.54%
8.70%
7.13%
9.75%
9.75%
Baroda BNP Paribas Conservative Hybrid Fund
0.15%
0.29%
0.90%
2.77%
7.63%
12.91%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
0.20%
0.46%
1.07%
2.30%
6.66%
11.19%
7.50%
9.13%
7.94%
8.61%
8.99%
DSP Regular Savings Fund
0.05%
0.45%
1.17%
2.65%
7.39%
13.48%
7.90%
7.95%
6.07%
7.71%
8.27%
Navi Regular Savings Fund
0.06%
0.39%
0.63%
1.77%
6.17%
10.15%
6.17%
5.79%
5.48%
6.71%
%
Franklin India Debt Hybrid Fund
0.05%
0.43%
1.04%
2.90%
8.15%
14.12%
8.03%
7.96%
7.16%
8.55%
8.71%
HDFC Hybrid Debt Fund
0.13%
0.41%
0.79%
2.88%
9.35%
15.80%
11.25%
10.35%
8.58%
9.89%
10.25%
HSBC Regular Savings Fund
0.40%
0.90%
2.51%
4.32%
9.44%
14.72%
8.31%
8.43%
7.03%
8.20%
8.71%
ICICI Prudential Regular Savings Fund
0.24%
0.48%
1.22%
3.47%
8.10%
14.63%
9.61%
9.60%
9.02%
10.44%
10.13%
IDFC Regular Savings Fund
0.10%
0.46%
0.44%
1.61%
6.12%
9.88%
5.59%
6.20%
5.70%
7.59%
%
Kotak Debt Hybrid Fund
0.20%
0.45%
0.81%
2.41%
9.96%
15.85%
10.53%
11.21%
9.32%
10.24%
%
LIC Mf Debt Hybrid Fund
0.11%
0.35%
0.20%
1.20%
4.46%
7.44%
5.45%
6.49%
5.95%
6.57%
6.73%
Parag Parikh Conservative Hybrid Fund
0.07%
-0.03%
0.89%
3.49%
9.24%
15.91%
%
%
%
%
%
Nippon India Hybrid Bond Fund
0.06%
0.31%
0.70%
2.23%
5.16%
9.09%
8.25%
3.78%
4.29%
6.62%
7.60%
SBI Conservative Hybrid Fund
0.36%
0.62%
1.38%
2.97%
7.27%
14.17%
10.57%
10.49%
8.59%
9.85%
9.21%
Sundaram Debt Oriented Hybrid Fund
0.10%
0.49%
0.06%
1.56%
6.49%
9.78%
8.71%
6.77%
6.00%
8.26%
%
UTI Regular Savings Fund
0.20%
0.42%
1.08%
2.71%
7.63%
13.29%
9.76%
8.13%
7.70%
9.04%
9.20%
Axis Regular Saver Fund
0.11%
0.40%
0.63%
1.95%
5.19%
9.21%
6.51%
6.75%
6.62%
7.76%
%

As On: 23 April 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Regular Savings Fund
0.11%
0.48%
1.08%
2.67%
6.62%
11.92%
9.54%
9.65%
8.13%
10.78%
%
Baroda BNP Paribas Conservative Hybrid Fund
0.15%
0.31%
1.02%
3.16%
8.45%
14.73%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
0.20%
0.48%
1.15%
2.59%
7.28%
12.51%
8.82%
10.42%
9.18%
9.83%
%
DSP Regular Savings Fund
0.05%
0.45%
1.21%
2.80%
7.73%
14.18%
8.81%
9.21%
7.33%
8.82%
%
Navi Regular Savings Fund
0.07%
0.41%
0.76%
2.20%
7.08%
12.04%
7.98%
7.50%
7.24%
8.48%
%
Franklin India Debt Hybrid Fund
0.05%
0.44%
1.09%
3.07%
8.53%
14.96%
8.87%
8.80%
7.98%
9.40%
%
HDFC Hybrid Debt Fund
0.13%
0.42%
0.83%
3.02%
9.63%
16.39%
11.78%
10.85%
9.11%
10.43%
%
HSBC Regular Savings Fund
0.41%
0.91%
2.57%
4.52%
9.88%
15.65%
9.56%
9.92%
8.25%
9.22%
%
ICICI Prudential Regular Savings Fund
0.24%
0.49%
1.28%
3.66%
8.52%
15.52%
10.49%
10.44%
9.87%
11.28%
%
IDFC Regular Savings Fund
0.11%
0.47%
0.51%
1.83%
6.60%
10.89%
6.58%
7.18%
6.66%
8.57%
%
Kotak Debt Hybrid Fund
0.20%
0.47%
0.90%
2.72%
10.65%
17.35%
12.03%
12.62%
10.73%
11.57%
%
LIC Mf Debt Hybrid Fund
0.11%
0.36%
0.27%
1.45%
4.98%
8.48%
6.40%
7.45%
6.89%
7.47%
%
Parag Parikh Conservative Hybrid Fund
0.07%
-0.03%
0.92%
3.57%
9.41%
16.25%
%
%
%
%
%
Nippon India Hybrid Bond Fund
0.06%
0.31%
0.73%
2.34%
5.49%
9.91%
9.02%
4.50%
5.08%
7.47%
%
SBI Conservative Hybrid Fund
0.36%
0.63%
1.42%
3.10%
7.54%
14.74%
11.16%
11.10%
9.31%
10.66%
%
Sundaram Debt Oriented Hybrid Fund
0.11%
0.52%
0.15%
1.83%
7.02%
10.82%
9.72%
7.70%
7.03%
9.17%
%
UTI Regular Savings Fund
0.20%
0.43%
1.14%
2.88%
7.96%
13.98%
10.41%
8.80%
8.38%
9.74%
%
Axis Regular Saver Fund
0.11%
0.42%
0.73%
2.29%
5.90%
10.69%
7.92%
8.05%
7.88%
9.13%
%

As On: 23 April 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
10.30%
6.49%
8.90%
8.17%
8.11%
9.09%
Baroda BNP Paribas Conservative Hybrid Fund
12.53%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
10.72%
6.02%
7.95%
8.28%
7.92%
8.35%
DSP Regular Savings Fund
13.10%
7.31%
8.18%
7.31%
6.85%
7.42%
Navi Regular Savings Fund
10.11%
5.11%
5.82%
5.74%
5.71%
%
Franklin India Debt Hybrid Fund
13.85%
7.66%
8.21%
7.79%
7.41%
8.16%
HDFC Hybrid Debt Fund
15.27%
9.89%
11.08%
10.11%
9.29%
9.45%
HSBC Regular Savings Fund
15.74%
7.85%
8.36%
7.95%
7.46%
7.94%
ICICI Prudential Regular Savings Fund
14.51%
8.52%
9.52%
9.34%
9.22%
9.70%
IDFC Regular Savings Fund
9.21%
4.50%
5.64%
5.82%
6.04%
%
Kotak Debt Hybrid Fund
15.33%
9.31%
10.91%
10.42%
9.74%
%
LIC Mf Debt Hybrid Fund
6.49%
3.46%
5.24%
5.74%
5.79%
6.21%
Parag Parikh Conservative Hybrid Fund
17.17%
%
%
%
%
%
Nippon India Hybrid Bond Fund
9.14%
6.51%
6.52%
5.23%
5.05%
6.24%
SBI Conservative Hybrid Fund
13.11%
8.82%
10.61%
9.93%
9.23%
9.24%
Sundaram Debt Oriented Hybrid Fund
9.08%
6.01%
7.74%
6.95%
6.75%
%
UTI Regular Savings Fund
12.58%
7.69%
9.35%
8.47%
8.07%
8.58%
Axis Regular Saver Fund
8.26%
4.43%
6.73%
6.65%
6.53%
%

As On: 23 April 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Regular Savings Fund
11.33%
7.49%
9.91%
9.13%
9.11%
%
Baroda BNP Paribas Conservative Hybrid Fund
14.32%
%
%
%
%
%
Canara Robeco Conservative Hybrid Fund
12.02%
7.29%
9.28%
9.56%
9.17%
%
DSP Regular Savings Fund
13.80%
8.05%
9.21%
8.47%
8.00%
%
Navi Regular Savings Fund
12.01%
6.89%
7.62%
7.51%
7.49%
%
Franklin India Debt Hybrid Fund
14.66%
8.48%
9.06%
8.62%
8.23%
%
HDFC Hybrid Debt Fund
15.87%
10.43%
11.60%
10.62%
9.81%
%
HSBC Regular Savings Fund
16.67%
8.92%
9.67%
9.26%
8.63%
%
ICICI Prudential Regular Savings Fund
15.40%
9.36%
10.39%
10.18%
10.07%
%
IDFC Regular Savings Fund
10.20%
5.47%
6.64%
6.80%
7.02%
%
Kotak Debt Hybrid Fund
16.81%
10.77%
12.38%
11.85%
11.12%
%
LIC Mf Debt Hybrid Fund
7.54%
4.42%
6.21%
6.71%
6.74%
%
Parag Parikh Conservative Hybrid Fund
17.52%
%
%
%
%
%
Nippon India Hybrid Bond Fund
9.85%
7.29%
7.26%
5.97%
5.83%
%
SBI Conservative Hybrid Fund
13.68%
9.38%
11.21%
10.56%
9.95%
%
Sundaram Debt Oriented Hybrid Fund
10.15%
7.00%
8.71%
7.93%
7.71%
%
UTI Regular Savings Fund
13.28%
8.33%
10.02%
9.14%
8.74%
%
Axis Regular Saver Fund
9.73%
5.84%
8.12%
7.96%
7.84%
%