| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Elss Tax Saver Fund |
1 | | 28.30% | 21.99% | 20.40% | 14.79% | 16.94% | 29.84% | 23.48% | 21.92% | 16.24% | 18.47% | 14.21% | -16.39% | -14.63% | 12.72% | 0.94 | 0.73 | 1.31 |
| Sbi Long Term Equity Fund |
2 | | 22.21% | 23.68% | 22.68% | 15.02% | 13.70% | 23.04% | 24.50% | 23.48% | 15.78% | 14.44% | 14.05% | -9.97% | -14.86% | 8.85% | 0.99 | 0.61 | 1.12 |
| Hdfc Taxsaver |
3 | | 17.52% | 20.99% | 19.65% | 12.18% | 11.82% | 18.24% | 21.73% | 20.37% | 12.88% | 12.51% | 12.22% | -6.80% | -14.39% | 7.82% | 0.87 | 0.58 | 1.08 |
| Hsbc Tax Saver Equity Fund |
4 | | 24.76% | 16.58% | 17.84% | 11.76% | 12.36% | 25.85% | 17.81% | 19.19% | 12.96% | 13.45% | 13.15% | -13.85% | -15.31% | 5.67% | 0.88 | 0.42 | 0.79 |
| Taurus Elss Tax Saver Fund |
5 | | 14.46% | 17.15% | 16.44% | 12.15% | 12.37% | 15.16% | 17.90% | 17.25% | 12.91% | 13.25% | 11.67% | -8.60% | -14.97% | 7.47% | 0.75 | 0.47 | 0.90 |
| Quantum Elss Tax Saver Fund |
6 | | 18.66% | 17.40% | 17.53% | 11.48% | % | 19.98% | 18.34% | 18.32% | 12.12% | 12.31% | 12.00% | -7.33% | -14.05% | 7.19% | 0.89 | 0.46 | 0.84 |
| Parag Parikh Elss Tax Saver Fund |
7 | | 17.60% | 16.95% | 22.03% | % | % | 18.90% | 18.36% | 23.52% | % | % | 10.05% | -8.08% | -13.07% | 6.93% | 0.66 | 0.49 | 0.94 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tata Small Cap Fund |
1 | | 22.48% | 22.15% | 28.06% | % | % | 24.21% | 24.15% | 30.26% | % | % | 13.79% | -12.27% | -13.22% | 11.52% | 0.61 | 0.61 | 1.12 |
| Bandhan Small Cap Fund |
2 | | 29.79% | 26.24% | % | % | % | 31.63% | 28.17% | % | % | % | 16.90% | -17.20% | -14.78% | % | 0.62 | 1.11 | |
| Nippon India Small Cap Fund |
3 | | 17.70% | 24.26% | 31.32% | 18.65% | 20.38% | 18.61% | 25.32% | 32.45% | 19.73% | 21.53% | 14.96% | -11.99% | -14.25% | 11.42% | 0.72 | 0.65 | 1.16 |
| Invesco India Smallcap Fund |
4 | | 25.78% | 23.42% | 27.96% | % | % | 27.53% | 25.23% | 29.90% | % | % | 14.60% | -15.72% | -15.62% | 8.06% | 0.76 | 0.63 | 1.16 |
| Iti Small Cap Fund |
5 | | 21.67% | 23.17% | % | % | % | 23.72% | 25.43% | % | % | % | 14.86% | -18.88% | -16.90% | 11.06% | 0.70 | 0.58 | 1.12 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund |
1 | | 36.17% | 30.20% | 28.59% | 20.25% | 18.42% | 37.64% | 31.66% | 30.09% | 21.67% | 19.86% | 15.58% | -9.20% | -15.46% | 15.46% | 0.78 | 1.01 | 1.65 |
| Hdfc Mid Cap Opportunities Fund |
2 | | 20.52% | 26.12% | 26.27% | 16.77% | 17.05% | 21.32% | 26.98% | 27.14% | 17.64% | 18.00% | 13.73% | -9.43% | -16.06% | 7.97% | 0.81 | 0.80 | 1.40 |
| Edelweiss Mid Cap Fund |
3 | | 29.03% | 24.16% | 26.90% | 16.92% | % | 30.80% | 25.98% | 28.79% | 18.66% | % | 14.59% | -12.97% | -16.49% | 5.48% | 0.82 | 0.68 | 1.17 |
| Kotak Emerging Equity Fund |
4 | | 26.61% | 20.98% | 23.66% | 16.75% | 17.13% | 27.99% | 22.39% | 25.16% | 18.16% | 18.63% | 13.39% | -10.46% | -15.63% | 4.23% | 0.75 | 0.61 | 1.08 |
| Sundaram Mid Cap Fund |
5 | | 22.80% | 23.05% | 21.07% | 12.86% | 14.54% | 23.84% | 24.12% | 22.10% | 13.80% | 15.37% | 14.32% | -12.29% | -14.85% | 4.13% | 0.84 | 0.65 | 1.14 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Large Cap Fund |
1 | | 15.31% | 19.16% | 18.20% | 13.21% | 12.88% | 16.34% | 20.19% | 19.21% | 14.21% | 13.92% | 12.70% | -7.75% | -14.66% | 8.37% | 0.92 | 0.52 | 0.95 |
| Dsp Top 100 Equity Fund |
2 | | 18.46% | 15.60% | 13.97% | 11.16% | 10.14% | 19.44% | 16.53% | 14.87% | 12.01% | 10.95% | 13.01% | -13.19% | -16.06% | 3.88% | 0.91 | 0.33 | 0.60 |
| Icici Prudential Bluechip Fund |
3 | | 13.67% | 16.03% | 17.78% | 13.30% | 12.81% | 14.33% | 16.73% | 18.50% | 14.06% | 13.67% | 11.90% | -8.52% | -12.37% | 6.16% | 0.76 | 0.39 | 0.74 |
| Invesco India Largecap Fund |
4 | | 15.47% | 13.05% | 16.07% | 12.29% | 11.75% | 17.04% | 14.68% | 17.69% | 13.92% | 13.49% | 13.49% | -14.92% | -17.15% | 1.94% | 1.01 | 0.25 | 0.47 |
| Hdfc Top 100 Fund |
5 | | 9.69% | 16.10% | 16.48% | 11.79% | 11.38% | 10.34% | 16.79% | 17.17% | 12.47% | 12.09% | 12.67% | -8.82% | -14.30% | 5.84% | 0.81 | 0.37 | 0.71 |
| Bandhan Large Cap Fund |
6 | | 13.48% | 12.63% | 15.38% | 11.33% | 10.68% | 14.81% | 14.00% | 16.76% | 12.58% | 12.04% | 13.42% | -14.19% | -13.85% | 1.43% | 0.95 | 0.24 | 0.44 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund |
1 | | 29.80% | 22.56% | 22.81% | % | % | 31.50% | 24.29% | 24.71% | % | % | 14.26% | -18.09% | -15.77% | 10.47% | 0.91 | 0.70 | 1.29 |
| Bandhan Core Equity Fund |
2 | | 21.26% | 21.82% | 21.14% | 14.28% | 14.63% | 22.68% | 23.25% | 22.59% | 15.68% | 16.19% | 13.83% | -11.44% | -15.87% | 5.92% | 0.96 | 0.57 | 1.08 |
| Uti Large & Mid Cap Fund |
3 | | 22.96% | 20.38% | 21.31% | 13.85% | 12.90% | 24.04% | 21.28% | 22.10% | 14.55% | 13.56% | 13.41% | -10.56% | -13.55% | 4.57% | 0.92 | 0.53 | 0.97 |
| Invesco India Large & Mid Cap Fund |
4 | | 26.38% | 19.84% | 19.10% | 14.76% | 14.40% | 27.85% | 21.31% | 20.60% | 16.20% | 16.04% | 14.05% | -15.07% | -17.82% | 4.60% | 0.94 | 0.49 | 0.96 |
| Hsbc Large & Mid Cap Fund |
5 | | 24.64% | 17.36% | 18.65% | % | % | 25.91% | 18.80% | 20.33% | % | % | 13.55% | -15.76% | -16.08% | 4.11% | 0.89 | 0.46 | 0.89 |
| Nippon India Vision Fund |
6 | | 21.44% | 19.41% | 19.74% | 11.49% | 11.50% | 22.05% | 20.01% | 20.34% | 12.08% | 12.14% | 12.99% | -11.46% | -14.49% | 3.58% | 0.91 | 0.47 | 0.91 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jm Flexicap Fund |
1 | | 25.41% | 23.97% | 22.75% | 17.31% | 15.92% | 27.27% | 25.38% | 23.98% | 18.41% | 17.21% | 13.69% | -10.05% | -10.95% | 11.76% | 0.92 | 0.80 | 1.28 |
| Hdfc Flexi Cap Fund |
2 | | 19.53% | 22.14% | 21.74% | 14.73% | 13.81% | 20.34% | 22.95% | 22.52% | 15.49% | 14.63% | 12.22% | -6.00% | -13.09% | 10.58% | 0.86 | 0.70 | 1.27 |
| Motilal Oswal Flexi Cap Fund |
3 | | 27.91% | 19.64% | 16.12% | 11.04% | 13.59% | 29.01% | 20.66% | 17.15% | 12.03% | 14.61% | 13.97% | -14.80% | -18.32% | 9.47% | 0.85 | 0.52 | 1.04 |
| Bank Of India Flexi Cap Fund |
4 | | 18.75% | 18.95% | % | % | % | 20.52% | 20.76% | % | % | % | 15.09% | -16.23% | -18.31% | 5.13% | 1.02 | 0.46 | 0.84 |
| Parag Parikh Flexi Cap Fund |
5 | | 21.76% | 17.64% | 23.65% | 18.46% | 17.09% | 22.63% | 18.62% | 24.75% | 19.45% | 17.97% | 11.08% | -14.65% | -13.80% | 5.34% | 0.71 | 0.37 | 0.78 |
| Icici Prudential Flexicap Fund |
6 | | 16.59% | 17.52% | % | % | % | 17.75% | 18.89% | % | % | % | 12.00% | -8.14% | -11.19% | 6.26% | 0.83 | 0.50 | 0.92 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Multi Cap Fund |
1 | | 19.13% | 23.41% | 22.19% | 14.99% | 13.54% | 20.10% | 24.36% | 23.09% | 15.82% | 14.38% | 13.52% | -8.74% | -15.45% | 11.67% | 0.90 | 0.73 | 1.27 |
| Axis Multicap Fund |
2 | | 24.17% | 19.93% | % | % | % | 25.59% | 21.53% | % | % | % | 13.67% | -14.71% | -14.42% | 5.12% | 0.89 | 0.51 | 0.95 |
| Kotak Multicap Fund |
3 | | 19.81% | 24.02% | % | % | % | 21.36% | 25.88% | % | % | % | 14.65% | -9.77% | -18.31% | 7.20% | 0.99 | 0.60 | 1.13 |
| 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 Focused 30 Fund |
1 | | 19.76% | 22.64% | 21.70% | 13.01% | 13.00% | 21.15% | 24.22% | 23.18% | 14.29% | 14.24% | 11.25% | -5.26% | -12.81% | 11.40% | 0.79 | 0.75 | 1.37 |
| Jm Focused Fund |
2 | | 14.62% | 18.22% | 14.96% | 11.25% | 12.02% | 16.34% | 19.49% | 16.28% | 12.65% | 13.51% | 13.14% | -11.57% | -14.57% | 9.86% | 0.88 | 0.53 | 0.95 |
| Invesco India Focused Fund |
3 | | 27.10% | 18.58% | % | % | % | 28.85% | 20.32% | % | % | % | 14.85% | -18.54% | -16.52% | 5.65% | 0.98 | 0.44 | 0.84 |
| Bandhan Focused Equity Fund |
4 | | 23.11% | 15.95% | 16.29% | 10.42% | 11.25% | 24.71% | 17.48% | 17.84% | 11.93% | 12.87% | 13.82% | -15.06% | -14.12% | 4.01% | 0.86 | 0.40 | 0.68 |
| Icici Prudential Focused Equity Fund |
5 | | 20.40% | 18.88% | 22.08% | 15.18% | 12.77% | 21.85% | 20.37% | 23.58% | 16.52% | 14.11% | 13.26% | -9.45% | -15.72% | 5.58% | 0.92 | 0.47 | 0.88 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Value Fund |
1 | | 22.66% | 21.16% | % | % | % | 24.36% | 22.85% | % | % | % | 14.30% | -14.91% | -16.03% | 6.77% | 1.00 | 0.49 | 0.91 |
| Jm Value Fund |
2 | | 14.03% | 23.19% | 22.34% | 15.59% | 16.00% | 15.56% | 24.30% | 23.33% | 16.47% | 17.14% | 14.89% | -13.69% | -14.22% | 11.30% | 0.92 | 0.66 | 1.10 |
| Icici Prudential Value Discovery Fund |
3 | | 16.88% | 20.85% | 24.23% | 16.18% | 14.30% | 17.52% | 21.51% | 24.90% | 16.88% | 15.18% | 11.54% | -7.51% | -10.88% | 4.13% | 0.52 | 0.67 | 1.20 |
| Tata Equity P/E Fund |
4 | | 16.78% | 19.66% | 18.92% | 12.63% | 14.03% | 17.93% | 20.86% | 20.21% | 13.94% | 15.21% | 13.52% | -9.70% | -15.43% | 8.86% | 0.99 | 0.51 | 0.94 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lic Mf Infrastructure Fund |
1 | | 34.16% | 28.46% | 24.58% | 16.66% | 14.16% | 35.75% | 29.91% | 26.06% | 17.96% | 15.47% | 14.31% | -7.41% | -11.36% | 16.83% | 0.73 | 1.15 | 1.63 |
| Kotak Infrastructure & Economic Reform Fund |
2 | | 20.86% | 24.96% | 24.22% | 14.75% | % | 22.54% | 26.73% | 25.92% | 16.30% | % | 13.51% | -7.23% | -13.58% | % | 0.78 | 1.43 | |
| Canara Robeco Infrastructure |
3 | | 25.16% | 24.37% | 25.76% | 15.58% | 14.35% | 26.79% | 25.93% | 27.17% | 16.81% | 15.51% | 15.50% | -9.26% | -13.52% | 10.54% | 0.82 | 0.76 | 1.23 |
| Dsp India T.I.G.E.R. Fund |
4 | | 21.74% | 27.72% | 25.64% | 15.78% | 15.34% | 22.92% | 28.86% | 26.66% | 16.64% | 16.13% | 15.44% | -7.78% | -17.19% | 18.81% | 0.95 | 0.84 | 1.44 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Consumption Opportunities Fund |
1 | | 16.70% | 20.35% | 20.52% | 13.96% | 15.42% | 17.97% | 21.65% | 21.82% | 15.22% | 16.66% | 12.89% | -7.79% | -12.91% | 8.34% | 0.73 | 0.57 | 1.09 |
| Tata India Consumer Fund |
2 | | 18.78% | 18.43% | 18.53% | 12.82% | % | 20.30% | 19.96% | 20.11% | 14.42% | % | 14.50% | -12.14% | -16.34% | 3.45% | 0.91 | 0.46 | 0.85 |
| Sundaram Consumption Fund |
3 | | 16.95% | 18.22% | 15.91% | 10.99% | 13.46% | 17.97% | 19.27% | 16.92% | 11.92% | 14.34% | 13.91% | -9.10% | -11.06% | 6.36% | 0.86 | 0.46 | 0.83 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Financial Services Fund |
1 | | 15.16% | 16.46% | 13.77% | 11.73% | 12.71% | 16.70% | 18.03% | 15.26% | 13.27% | 14.42% | 14.20% | -14.36% | -19.69% | 8.76% | 0.89 | 0.41 | 0.77 |
| Sbi Banking & Financial Services Fund |
2 | | 16.20% | 14.95% | 12.78% | 12.47% | % | 17.49% | 16.27% | 14.09% | 13.79% | % | 13.28% | -11.35% | -18.11% | 7.07% | 0.85 | 0.36 | 0.67 |
| Baroda Bnp Paribas Banking & Financial Services Fund |
3 | | 11.83% | 13.47% | 10.25% | 9.59% | 9.13% | 13.34% | 14.77% | 11.37% | 10.60% | 10.11% | 14.14% | -12.08% | -17.15% | 5.02% | 0.93 | 0.33 | 0.55 |