Ranking Date: 28-Mar-2025

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 Taxsaver

1 | 15.89% 22.54% 28.63% 14.90% 13.06% 16.59% 23.28% 29.41% 15.61% 13.77% 12.56% -12.96% -14.39% 8.93% 0.83 0.57 1.04

Sbi Long Term Equity Fund

2 | 9.62% 23.79% 29.57% 16.55% 14.10% 10.33% 24.61% 30.41% 17.31% 14.84% 14.55% -15.39% -14.86% 9.57% 0.95 0.56 1.04

Parag Parikh Elss Tax Saver Fund

3 | 14.48% 17.88% 28.32% % % 15.74% 19.27% 29.88% % % 10.64% -9.56% -15.29% 7.68% 0.66 0.46 0.91

Dsp Elss Tax Saver Fund

4 | 17.20% 19.28% 27.60% 16.54% 15.62% 18.27% 20.39% 28.81% 17.65% 16.71% 14.61% -15.91% -16.97% 4.13% 0.96 0.38 0.69

Quantum Elss Tax Saver Fund

5 | 11.44% 17.87% 25.09% 12.60% % 12.68% 18.87% 25.97% 13.28% 12.83% 12.61% -12.22% -14.28% 4.46% 0.82 0.36 0.69

Taurus Elss Tax Saver Fund

6 | 11.20% 16.58% 22.39% 12.59% 12.63% 11.84% 17.33% 23.21% 13.35% 13.53% 12.37% -12.19% -15.39% 4.88% 0.75 0.34 0.67

Franklin India Elss Tax Saver Fund

7 | 11.15% 18.80% 27.63% 14.47% 13.02% 12.03% 19.78% 28.70% 15.48% 14.05% 14.19% -15.81% -18.53% 3.83% 0.94 0.34 0.68

Motilal Oswal Elss Tax Saver Fund

8 | 10.04% 23.14% 27.03% 14.56% 16.36% 11.35% 24.63% 28.62% 16.00% 17.89% 19.28% -25.67% -26.44% 5.77% 1.14 0.33 0.72

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

Bandhan Small Cap Fund

1 | 17.63% 25.87% 36.30% % % 19.23% 27.75% 38.55% % % 18.48% -21.68% -22.16% 8.02% 0.87 0.44 0.86

Invesco India Smallcap Fund

2 | 15.06% 22.56% 34.19% % % 16.68% 24.32% 36.22% % % 17.12% -20.78% -21.68% 6.32% 0.79 0.36 0.76

Iti Small Cap Fund

3 | 10.37% 24.02% 29.96% % % 12.13% 26.21% 32.51% % % 17.57% -21.42% -24.17% 7.96% 0.82 0.41 0.86

Tata Small Cap Fund

4 | 8.57% 20.97% 35.25% % % 10.08% 22.90% 37.52% % % 16.21% -22.73% -21.12% 7.39% 0.74 0.39 0.82

Axis Small Cap Fund

5 | 13.12% 17.67% 30.73% 19.69% 17.76% 14.33% 19.05% 32.52% 21.29% 19.25% 14.72% -18.93% -20.01% 3.11% 0.69 0.28 0.57

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 Mid Cap Opportunities Fund

1 | 11.59% 24.23% 33.48% 16.93% 16.95% 12.30% 25.06% 34.38% 17.78% 17.89% 15.54% -16.42% -19.04% 5.58% 0.88 0.53 1.04

Edelweiss Mid Cap Fund

2 | 18.93% 23.07% 33.72% 17.46% % 20.54% 24.85% 35.69% 19.21% % 17.01% -18.50% -20.99% 2.07% 0.95 0.42 0.83

Invesco India Midcap Fund

3 | 21.53% 22.93% 30.74% 18.11% 16.62% 23.03% 24.53% 32.53% 19.80% 18.43% 17.03% -18.13% -22.34% 2.11% 0.93 0.39 0.81

Motilal Oswal Midcap Fund

4 | 15.16% 26.38% 36.61% 19.95% 17.20% 16.34% 27.77% 38.19% 21.35% 18.60% 18.75% -21.21% -22.01% 8.89% 0.90 0.49 1.04

Nippon India Growth Fund

5 | 15.07% 23.70% 33.76% 18.90% 17.25% 16.00% 24.69% 34.80% 19.77% 18.12% 16.69% -19.54% -20.94% 2.75% 0.95 0.45 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

Dsp Top 100 Equity Fund

1 | 17.34% 19.27% 22.80% 12.70% 11.37% 18.34% 20.24% 23.78% 13.57% 12.20% 13.16% -12.09% -15.58% 6.12% 0.88 0.40 0.73

Nippon India Large Cap Fund

2 | 8.43% 19.77% 27.13% 14.99% 13.65% 9.39% 20.80% 28.21% 15.99% 14.70% 13.57% -14.63% -14.86% 6.34% 0.93 0.40 0.76

Icici Prudential Bluechip Fund

3 | 10.08% 17.57% 25.31% 14.72% 13.75% 10.70% 18.26% 26.07% 15.46% 14.60% 12.88% -14.19% -15.33% 5.14% 0.88 0.35 0.67

Hdfc Large Cap Fund

4 | 7.59% 16.56% 24.57% 13.89% 12.40% 8.24% 17.25% 25.30% 14.57% 13.12% 13.29% -15.23% -15.41% 4.13% 0.91 0.31 0.61

Canara Robeco Bluechip Equity Fund

5 | 12.18% 15.02% 21.47% 14.92% 13.24% 13.52% 16.48% 23.16% 16.46% 14.69% 12.89% -13.80% -16.91% 1.97% 0.89 0.23 0.45

Sbi Blue Chip Fund

6 | 10.38% 14.11% 22.64% 12.47% 12.21% 11.14% 14.92% 23.53% 13.33% 13.18% 12.97% -14.59% -15.44% 1.74% 0.89 0.23 0.42
All Large Cap Funds

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 Large & Mid Cap Fund

1 | 13.35% 21.10% 30.56% 16.79% 14.78% 14.35% 22.16% 31.65% 17.79% 15.84% 12.84% -14.19% -14.50% 6.43% 0.80 0.49 0.95

Dsp Equity Opportunities Fund

2 | 15.16% 20.41% 26.81% 15.36% 15.07% 16.33% 21.59% 28.05% 16.48% 16.18% 14.95% -16.82% -16.58% 3.34% 0.95 0.42 0.77

Bandhan Core Equity Fund

3 | 12.66% 23.08% 29.67% 15.56% 14.74% 13.97% 24.53% 31.22% 16.96% 16.32% 14.95% -17.72% -20.09% 5.25% 0.95 0.45 0.89

Uti Large & Mid Cap Fund

4 | 14.21% 21.14% 29.75% 14.79% 13.26% 15.20% 22.08% 30.63% 15.51% 13.94% 14.49% -17.21% -15.48% 3.82% 0.92 0.41 0.80

Invesco India Large & Mid Cap Fund

5 | 20.25% 21.79% 26.30% 15.44% 14.82% 21.64% 23.26% 27.89% 16.87% 16.44% 15.75% -17.47% -22.97% 3.35% 0.97 0.36 0.75

Nippon India Vision Fund

6 | 13.71% 19.92% 28.05% 14.20% 12.15% 14.30% 20.53% 28.69% 14.80% 12.79% 14.56% -16.36% -17.75% 2.49% 0.93 0.36 0.72

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 Flexi Cap Fund

1 | 18.15% 22.71% 31.12% 17.60% 15.05% 18.92% 23.52% 31.96% 18.37% 15.87% 12.66% -11.06% -13.09% 9.78% 0.84 0.63 1.10

Motilal Oswal Flexi Cap Fund

2 | 16.08% 20.78% 22.52% 11.22% 13.22% 17.08% 21.81% 23.60% 12.21% 14.22% 16.34% -17.39% -21.28% 7.41% 0.92 0.36 0.78

Parag Parikh Flexi Cap Fund

3 | 13.74% 18.57% 28.66% 19.38% 17.02% 14.53% 19.53% 29.80% 20.38% 17.91% 10.75% -11.66% -14.68% 7.64% 0.63 0.41 0.87

Invesco India Flexi Cap Fund

4 | 15.05% 20.21% % % % 16.66% 22.09% % % % 15.28% -17.79% -19.44% 4.20% 0.95 0.31 0.66

Franklin India Flexi Cap Fund

5 | 11.56% 18.55% 28.56% 15.26% 13.70% 12.43% 19.46% 29.53% 16.18% 14.72% 13.98% -15.54% -18.13% 3.60% 0.92 0.33 0.66

Jm Flexicap Fund

6 | 7.33% 23.38% 28.24% 17.65% 16.16% 8.80% 24.85% 29.55% 18.78% 17.47% 16.08% -20.60% -17.33% 6.84% 0.99 0.41 0.82

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 Multicap Fund

1 | 10.23% 19.95% 27.74% 15.50% 14.38% 11.11% 20.96% 28.87% 16.54% 15.46% 13.93% -16.91% -15.99% 4.58% 0.86 0.41 0.78

Nippon India Multi Cap Fund

2 | 9.67% 22.77% 32.53% 16.81% 14.22% 10.55% 23.72% 33.50% 17.65% 15.07% 14.79% -18.11% -17.49% 6.51% 0.89 0.46 0.89

Axis Multicap Fund

3 | 15.29% 20.83% % % % 16.66% 22.44% % % % 15.51% -17.69% -21.66% 3.33% 0.94 0.34 0.70

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 | 18.18% 23.23% 30.86% 15.61% 14.23% 19.48% 24.77% 32.44% 16.92% 15.50% 11.43% -10.35% -12.52% 11.55% 0.75 0.73 1.27

Icici Prudential Focused Equity Fund

2 | 16.01% 21.66% 28.32% 16.96% 14.17% 17.36% 23.16% 29.90% 18.34% 15.52% 14.22% -16.17% -16.04% 6.47% 0.92 0.44 0.83

Invesco India Focused Fund

3 | 13.82% 21.47% % % % 15.34% 23.20% % % % 16.16% -15.22% -19.52% 5.41% 0.98 0.36 0.72

Dsp Focus Fund

4 | 17.60% 17.90% 22.89% 12.83% 11.93% 18.84% 19.15% 24.20% 14.01% 12.99% 15.55% -15.64% -19.33% 2.70% 0.97 0.33 0.58

Canara Robeco Focused Equity Fund

5 | 12.22% 16.72% % % % 13.89% 18.49% % % % 13.84% -15.48% -16.75% 2.60% 0.90 0.30 0.57

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 Value Discovery Fund

1 | 12.37% 19.85% 30.73% 17.44% 14.67% 12.97% 20.48% 31.44% 18.13% 15.54% 12.29% -12.91% -14.26% 8.43% 0.78 0.53 0.98

Axis Value Fund

2 | 13.59% 20.92% % % % 15.17% 22.59% % % % 15.60% -16.73% -17.67% 5.26% 1.01 0.39 0.76

Quantum Long Term Equity Value Fund

3 | 11.69% 17.92% 25.24% 12.59% % 12.70% 18.78% 26.04% 13.22% 12.74% 12.74% -12.28% -14.34% 4.35% 0.83 0.36 0.68

Uti Value Fund

4 | 15.32% 18.07% 25.81% 15.08% 12.69% 16.12% 18.92% 26.70% 15.89% 13.50% 14.26% -16.18% -18.05% 3.23% 0.93 0.33 0.63

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 Infrastructure Fund

1 | 7.33% 28.01% 38.90% 19.30% 15.74% 8.11% 28.84% 39.74% 20.05% 16.50% 15.33% -19.22% -15.50% 10.64% 0.88 0.70 1.33

Canara Robeco Infrastructure

2 | 12.72% 25.37% 33.16% 17.06% 14.68% 14.17% 26.93% 34.69% 18.32% 15.85% 18.54% -23.30% -22.08% 6.14% 0.93 0.49 0.92

Franklin Build India Fund

3 | 6.33% 27.50% 34.89% 18.82% 16.36% 7.44% 28.84% 36.29% 20.12% 17.74% 16.72% -20.05% -15.01% 8.21% 0.91 0.61 1.12

Lic Mf Infrastructure Fund

4 | 11.64% 24.91% 32.59% 16.95% 13.66% 13.09% 26.36% 34.18% 18.27% 14.98% 19.69% -25.88% -18.93% 5.54% 0.91 0.40 0.82

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

Sundaram Consumption Fund

1 | 15.21% 18.47% 22.55% 11.74% 14.18% 16.21% 19.52% 23.62% 12.68% 15.08% 15.18% -18.70% -17.72% 0.85% 0.89 0.31 0.61

Canara Robeco Consumer Trends Fund

2 | 10.84% 17.94% 24.00% 16.27% 15.61% 12.24% 19.46% 25.62% 17.78% 17.03% 14.87% -19.19% -19.06% 0.32% 0.88 0.31 0.57

Baroda Bnp Paribas India Consumption Fund

3 | 13.63% 17.30% % % % 15.30% 19.02% % % % 14.87% -19.87% -19.81% -0.20% 0.89 0.28 0.55

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 Banking & Financial Services Fund

1 | 21.66% 19.89% 24.87% 14.93% 15.73% 22.97% 21.24% 26.32% 16.27% 16.98% 13.68% -9.32% -14.23% 4.46% 0.84 0.40 0.70

Nippon India Banking & Financial Services Fund

2 | 19.20% 20.22% 29.83% 12.91% 13.44% 20.17% 21.21% 30.85% 13.77% 14.31% 14.11% -10.78% -14.25% 3.79% 0.89 0.41 0.68

Invesco India Financial Services Fund

3 | 18.72% 20.73% 25.27% 14.18% 14.49% 20.30% 22.35% 26.94% 15.73% 16.21% 15.18% -12.98% -18.09% 4.31% 0.90 0.37 0.67