Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Credit Risk Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Credit Risk Fund |
1 | The Aditya Birla Sun Life Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<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. | 6.75% | 6.80% | -0.27% | 0.00% | 0.11 | 0.08 | 0.52 |
|
Baroda Bnp Paribas Credit Risk Fund |
2 | The Baroda Bnp Paribas Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 58% 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 11% of the KPIs that are in bottom quartile. | 7.04% | 10.23% | -0.47% | 0.00% | 0.68 | 1.15 | 0.50 |
|
Nippon India Credit Risk Fund |
3 | The Nippon India Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 7.68% | 8.41% | -0.66% | 0.00% | 0.45 | 0.54 | 0.54 |
|
Uti Credit Risk Fund |
4 | The Uti Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 6.41% | 10.33% | -0.40% | 0.00% | 0.38 | 1.10 | 0.51 |
|
Icici Prudential Credit Risk Fund |
5 | The Icici Prudential Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 6.98% | 6.08% | -0.26% | 0.00% | -0.54 | -0.20 | 0.42 |
|
Sbi Credit Risk Fund |
6 | The Sbi Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are 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. | 8.19% | 5.77% | -0.36% | -0.05% | -0.48 | -0.21 | 0.50 |
|
Dsp Credit Risk Fund |
7 | The Dsp Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 47% of the KPIs that are 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. | 15.41% | 8.98% | -0.77% | -0.44% | -0.18 | -0.15 | 0.52 |
|
Bank Of India Credit Risk Fund |
8 | The Bank Of India Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.50% | 40.95% | -0.29% | 0.00% | 0.45 | 13.08 | 0.50 |
|
Axis Credit Risk Fund |
9 | The Axis Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 21% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 6.86% | 5.61% | -0.57% | 0.00% | -1.02 | -0.32 | 0.46 |
|
Hdfc Credit Risk Debt Fund |
10 | The Hdfc Credit Risk Debt Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are 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. | 6.49% | 5.76% | -0.90% | -0.34% | -0.29 | -0.11 | 0.50 |
|
Invesco India Credit Risk Fund |
11 | The Invesco India Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 11.30% | 5.28% | -0.83% | -1.31% | -0.75 | -0.39 | 0.52 |
|
Idfc Credit Risk Fund |
12 | The Idfc Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.56% | 4.24% | -0.78% | -1.17% | -1.83 | -0.50 | 0.41 |
****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.
| 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 Credit Risk Fund |
0.04
|
5 |
0.11
|
8 |
0.64
|
10 |
1.46
|
9 |
2.93
|
9 |
6.75
|
8 |
6.80
|
6 |
6.40
|
5 |
| Baroda BNP Paribas Credit Risk Fund |
0.01
|
12 |
0.12
|
4 |
0.69
|
3 |
1.57
|
6 |
3.36
|
4 |
7.04
|
5 |
10.23
|
3 |
7.02
|
3 |
| Bank Of India Credit Risk Fund |
0.02
|
11 |
0.09
|
9 |
0.47
|
13 |
1.33
|
11 |
2.66
|
12 |
5.50
|
13 |
40.95
|
1 |
-2.94
|
13 |
| DSP Credit Risk Fund |
0.03
|
6 |
0.11
|
6 |
0.66
|
8 |
9.26
|
1 |
11.00
|
1 |
15.41
|
1 |
8.98
|
4 |
6.36
|
6 |
| Franklin India Credit Risk Fund |
|
|
|
|
|
|
|
|
||||||||
| HDFC Credit Risk Debt Fund |
0.00
|
13 |
0.09
|
10 |
0.63
|
11 |
1.31
|
12 |
2.72
|
11 |
6.49
|
9 |
5.76
|
9 |
7.40
|
2 |
| ICICI Prudential Credit Risk Fund |
0.07
|
2 |
0.08
|
12 |
0.83
|
2 |
1.70
|
4 |
3.35
|
5 |
6.98
|
6 |
6.08
|
7 |
7.54
|
1 |
| IDBI Credit Risk Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Credit Risk Fund |
0.02
|
9 |
-0.08
|
13 |
0.61
|
12 |
1.29
|
13 |
2.48
|
13 |
5.56
|
12 |
4.24
|
12 |
5.90
|
8 |
| Invesco India Credit Risk Fund |
0.05
|
3 |
0.12
|
3 |
0.64
|
9 |
2.89
|
2 |
4.18
|
2 |
11.30
|
2 |
5.28
|
11 |
3.92
|
11 |
| Kotak Credit Risk Fund |
0.09
|
1 |
0.20
|
1 |
0.96
|
1 |
1.73
|
3 |
3.09
|
6 |
6.14
|
11 |
4.20
|
13 |
5.67
|
9 |
| Nippon India Credit Risk Fund |
0.02
|
10 |
0.13
|
2 |
0.68
|
5 |
1.65
|
5 |
3.50
|
3 |
7.68
|
4 |
8.41
|
5 |
4.14
|
10 |
| SBI Credit Risk Fund |
0.04
|
4 |
0.08
|
11 |
0.67
|
7 |
1.52
|
7 |
3.02
|
7 |
8.19
|
3 |
5.77
|
8 |
6.79
|
4 |
| UTI Credit Risk Fund |
0.03
|
8 |
0.11
|
7 |
0.68
|
6 |
1.36
|
10 |
2.85
|
10 |
6.41
|
10 |
10.33
|
2 |
-1.51
|
12 |
| Axis Credit Risk Fund |
0.03
|
7 |
0.11
|
5 |
0.69
|
4 |
1.48
|
8 |
2.99
|
8 |
6.86
|
7 |
5.61
|
10 |
5.96
|
7 |
| 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 Credit Risk Fund |
0.04
|
5 |
0.11
|
8 |
0.64
|
10 |
1.46
|
9 |
2.93
|
9 |
6.75
|
8 |
6.80
|
6 |
6.40
|
5 |
| Baroda BNP Paribas Credit Risk Fund |
0.01
|
12 |
0.12
|
4 |
0.69
|
3 |
1.57
|
6 |
3.36
|
4 |
7.04
|
5 |
10.23
|
3 |
7.02
|
3 |
| Bank Of India Credit Risk Fund |
0.02
|
11 |
0.09
|
9 |
0.47
|
13 |
1.33
|
11 |
2.66
|
12 |
5.50
|
13 |
40.95
|
1 |
-2.94
|
13 |
| DSP Credit Risk Fund |
0.03
|
6 |
0.11
|
6 |
0.66
|
8 |
9.26
|
1 |
11.00
|
1 |
15.41
|
1 |
8.98
|
4 |
6.36
|
6 |
| Franklin India Credit Risk Fund |
|
|
|
|
|
|
|
|
||||||||
| HDFC Credit Risk Debt Fund |
0.00
|
13 |
0.09
|
10 |
0.63
|
11 |
1.31
|
12 |
2.72
|
11 |
6.49
|
9 |
5.76
|
9 |
7.40
|
2 |
| ICICI Prudential Credit Risk Fund |
0.07
|
2 |
0.08
|
12 |
0.83
|
2 |
1.70
|
4 |
3.35
|
5 |
6.98
|
6 |
6.08
|
7 |
7.54
|
1 |
| IDBI Credit Risk Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Credit Risk Fund |
0.02
|
9 |
-0.08
|
13 |
0.61
|
12 |
1.29
|
13 |
2.48
|
13 |
5.56
|
12 |
4.24
|
12 |
5.90
|
8 |
| Invesco India Credit Risk Fund |
0.05
|
3 |
0.12
|
3 |
0.64
|
9 |
2.89
|
2 |
4.18
|
2 |
11.30
|
2 |
5.28
|
11 |
3.92
|
11 |
| Kotak Credit Risk Fund |
0.09
|
1 |
0.20
|
1 |
0.96
|
1 |
1.73
|
3 |
3.09
|
6 |
6.14
|
11 |
4.20
|
13 |
5.67
|
9 |
| Nippon India Credit Risk Fund |
0.02
|
10 |
0.13
|
2 |
0.68
|
5 |
1.65
|
5 |
3.50
|
3 |
7.68
|
4 |
8.41
|
5 |
4.14
|
10 |
| SBI Credit Risk Fund |
0.04
|
4 |
0.08
|
11 |
0.67
|
7 |
1.52
|
7 |
3.02
|
7 |
8.19
|
3 |
5.77
|
8 |
6.79
|
4 |
| UTI Credit Risk Fund |
0.03
|
8 |
0.11
|
7 |
0.68
|
6 |
1.36
|
10 |
2.85
|
10 |
6.41
|
10 |
10.33
|
2 |
-1.51
|
12 |
| Axis Credit Risk Fund |
0.03
|
7 |
0.11
|
5 |
0.69
|
4 |
1.48
|
8 |
2.99
|
8 |
6.86
|
7 |
5.61
|
10 |
5.96
|
7 |
| 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 Credit Risk Fund |
0.52
|
5 |
1.53
|
6 |
3.67
|
4 |
6.79
|
5 |
6.04
|
7 |
| Axis Credit Risk Fund |
0.54
|
3 |
1.55
|
5 |
3.38
|
8 |
5.16
|
9 |
6.13
|
6 |
| Boi Axa Credit Risk Fund |
0.45
|
12 |
1.32
|
12 |
2.72
|
13 |
130.03
|
1 |
0.82
|
14 |
| Dsp Credit Risk Fund |
0.53
|
4 |
1.64
|
3 |
3.95
|
2 |
7.44
|
2 |
5.44
|
8 |
| Hdfc Credit Risk Debt Fund |
0.51
|
9 |
1.46
|
9 |
3.44
|
6 |
5.39
|
8 |
7.65
|
3 |
| Icici Prudential Credit Risk Fund |
0.51
|
7 |
1.63
|
4 |
3.44
|
7 |
6.07
|
7 |
7.71
|
2 |
| Idfc Credit Risk Fund |
0.43
|
13 |
1.28
|
13 |
2.93
|
11 |
3.82
|
11 |
5.36
|
9 |
| Invesco India Credit Risk Fund |
0.48
|
10 |
1.44
|
10 |
4.17
|
1 |
2.91
|
12 |
4.25
|
11 |
| Kotak Credit Risk Fund |
0.46
|
11 |
1.34
|
11 |
2.81
|
12 |
2.57
|
13 |
5.13
|
10 |
| Nippon India Credit Risk Fund |
0.58
|
1 |
1.74
|
1 |
3.81
|
3 |
7.40
|
3 |
3.05
|
13 |
| Sbi Credit Risk Fund |
0.51
|
8 |
1.51
|
7 |
3.26
|
10 |
5.02
|
10 |
6.54
|
4 |
| Uti Credit Risk Fund |
0.51
|
6 |
1.50
|
8 |
3.30
|
9 |
6.75
|
6 |
-5.47
|
15 |
| Baroda Bnp Paribas Credit Risk Fund |
0.58
|
2 |
1.64
|
2 |
3.58
|
5 |
7.35
|
4 |
7.83
|
1 |
| Franklin India Credit Risk Fund |
|
|
|
|
6.38
|
5 | ||||
| Idbi Credit Risk Fund |
|
|
|
|
3.25
|
12 | ||||
| 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 Credit Risk Fund |
0.59
|
5 |
1.75
|
6 |
4.12
|
4 |
7.71
|
5 |
6.94
|
6 |
| Axis Credit Risk Fund |
0.61
|
3 |
1.76
|
5 |
3.83
|
6 |
6.11
|
8 |
7.24
|
4 |
| Boi Axa Credit Risk Fund |
0.47
|
13 |
1.39
|
13 |
2.86
|
13 |
130.63
|
1 |
1.10
|
14 |
| Dsp Credit Risk Fund |
0.60
|
4 |
1.83
|
2 |
4.45
|
2 |
8.35
|
2 |
6.32
|
8 |
| Hdfc Credit Risk Debt Fund |
0.56
|
10 |
1.61
|
10 |
3.76
|
8 |
6.05
|
9 |
8.22
|
3 |
| Icici Prudential Credit Risk Fund |
0.57
|
8 |
1.79
|
4 |
3.79
|
7 |
6.78
|
7 |
8.39
|
2 |
| Idfc Credit Risk Fund |
0.50
|
12 |
1.51
|
12 |
3.42
|
11 |
4.81
|
11 |
6.35
|
7 |
| Invesco India Credit Risk Fund |
0.58
|
7 |
1.74
|
7 |
4.80
|
1 |
4.13
|
12 |
5.50
|
10 |
| Kotak Credit Risk Fund |
0.54
|
11 |
1.59
|
11 |
3.31
|
12 |
3.59
|
13 |
6.18
|
9 |
| Nippon India Credit Risk Fund |
0.64
|
1 |
1.91
|
1 |
4.17
|
3 |
8.15
|
4 |
3.70
|
13 |
| Sbi Credit Risk Fund |
0.57
|
9 |
1.67
|
9 |
3.59
|
10 |
5.68
|
10 |
7.20
|
5 |
| Uti Credit Risk Fund |
0.58
|
6 |
1.70
|
8 |
3.71
|
9 |
7.60
|
6 |
-4.72
|
15 |
| Baroda Bnp Paribas Credit Risk Fund |
0.64
|
2 |
1.83
|
3 |
4.02
|
5 |
8.23
|
3 |
8.67
|
1 |
| Franklin India Credit Risk Fund |
|
|
|
|
5.04
|
11 | ||||
| Idbi Credit Risk Fund |
|
|
|
|
3.96
|
12 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Credit Risk Fund |
0.00
|
7 |
-0.27
|
2 |
-0.27
|
2 |
1.89
|
6 |
0.85
|
3 |
| Baroda Bnp Paribas Credit Risk Fund |
0.00
|
7 |
-0.47
|
6 |
-0.47
|
8 |
4.90
|
11 |
1.47
|
10 |
| Bank Of India Credit Risk Fund |
0.00
|
7 |
-0.29
|
3 |
-0.29
|
3 |
70.69
|
13 |
12.09
|
13 |
| Dsp Credit Risk Fund |
-0.44
|
10 |
-0.77
|
9 |
-0.29
|
4 |
3.87
|
10 |
1.12
|
8 |
| Franklin India Credit Risk Fund |
|
|
|
|
|
|||||
| Hdfc Credit Risk Debt Fund |
-0.34
|
9 |
-0.90
|
12 |
-0.48
|
9 |
1.56
|
5 |
1.05
|
6 |
| Icici Prudential Credit Risk Fund |
0.00
|
7 |
-0.26
|
1 |
-0.17
|
1 |
1.11
|
2 |
0.78
|
1 |
| Idbi Credit Risk Fund |
|
|
|
|
|
|||||
| Idfc Credit Risk Fund |
-1.17
|
11 |
-0.78
|
10 |
-0.46
|
7 |
1.26
|
3 |
0.96
|
5 |
| Invesco India Credit Risk Fund |
-1.31
|
13 |
-0.83
|
11 |
-0.59
|
11 |
2.67
|
8 |
1.12
|
7 |
| Kotak Credit Risk Fund |
-1.26
|
12 |
-2.85
|
13 |
-1.05
|
13 |
1.96
|
7 |
1.67
|
11 |
| Nippon India Credit Risk Fund |
0.00
|
7 |
-0.66
|
8 |
-0.66
|
12 |
3.74
|
9 |
1.20
|
9 |
| Sbi Credit Risk Fund |
-0.05
|
8 |
-0.36
|
4 |
-0.30
|
5 |
1.51
|
4 |
0.86
|
4 |
| Uti Credit Risk Fund |
0.00
|
7 |
-0.40
|
5 |
-0.40
|
6 |
8.83
|
12 |
1.74
|
12 |
| Axis Credit Risk Fund |
0.00
|
7 |
-0.57
|
7 |
-0.57
|
10 |
1.04
|
1 |
0.79
|
2 |
| 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 Credit Risk Fund |
0.11
|
5 |
0.08
|
5 |
0.70
|
5 |
0.52
|
1.69
|
5 | 0.75 | 4 |
0.64
|
3 |
0.00
|
1 |
0.58
|
3 |
-0.7383
|
5 |
| Baroda Bnp Paribas Credit Risk Fund |
0.68
|
1 |
1.15
|
2 |
1.01
|
3 |
0.50
|
|
|
|
|
|
|||||||
| Bank Of India Credit Risk Fund |
0.45
|
2 |
13.08
|
1 |
4.00
|
1 |
0.50
|
45.09
|
1 | -0.96 | 7 |
0.00
|
7 |
-0.33
|
7 |
0.64
|
1 |
55.3571
|
1 |
| Dsp Credit Risk Fund |
-0.18
|
6 |
-0.15
|
7 |
0.58
|
9 |
0.52
|
|
|
|
|
|
|||||||
| Franklin India Credit Risk Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Hdfc Credit Risk Debt Fund |
-0.29
|
7 |
-0.11
|
6 |
0.60
|
8 |
0.50
|
1.99
|
4 | 0.84 | 2 |
0.71
|
2 |
-0.01
|
2 |
0.53
|
4 |
0.8629
|
3 |
| Icici Prudential Credit Risk Fund |
-0.54
|
9 |
-0.20
|
8 |
0.62
|
6 |
0.42
|
0.42
|
6 | 0.81 | 3 |
0.58
|
4 |
-0.01
|
3 |
0.52
|
5 |
-0.7134
|
4 |
| Idbi Credit Risk Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Idfc Credit Risk Fund |
-1.83
|
13 |
-0.50
|
13 |
0.42
|
12 |
0.41
|
|
|
|
|
|
|||||||
| Invesco India Credit Risk Fund |
-0.75
|
10 |
-0.39
|
12 |
0.45
|
11 |
0.52
|
-5.27
|
7 | 1.45 | 1 |
0.21
|
5 |
-0.01
|
4 |
0.50
|
6 |
-0.9307
|
6 |
| Kotak Credit Risk Fund |
-1.37
|
12 |
-0.39
|
11 |
0.32
|
13 |
0.49
|
|
|
|
|
|
|||||||
| Nippon India Credit Risk Fund |
0.45
|
3 |
0.54
|
4 |
0.82
|
4 |
0.54
|
|
|
|
|
|
|||||||
| Sbi Credit Risk Fund |
-0.48
|
8 |
-0.21
|
9 |
0.60
|
7 |
0.50
|
2.24
|
3 | 0.44 | 5 |
0.71
|
1 |
-0.02
|
5 |
0.50
|
7 |
-2.4354
|
7 |
| Uti Credit Risk Fund |
0.38
|
4 |
1.10
|
3 |
1.02
|
2 |
0.51
|
12.03
|
2 | -0.43 | 6 |
0.00
|
6 |
-0.08
|
6 |
0.62
|
2 |
7.2795
|
2 |
| Axis Credit Risk Fund |
-1.02
|
11 |
-0.32
|
10 |
0.56
|
10 |
0.46
|
|
|
|
|
|
|||||||
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.