Ranking Date: 30-Sep-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

Motilal Oswal Elss Tax Saver Fund

1 | 59.06% 23.75% 23.70% 17.71% % 60.97% 25.26% 25.27% 19.21% % 13.91% -15.66% -13.82% 8.33% 0.98 0.76 1.33

Sbi Long Term Equity Fund

2 | 48.32% 22.95% 24.65% 16.94% 15.18% 49.33% 23.77% 25.46% 17.71% 15.93% 13.49% -10.25% -12.35% 9.12% 0.99 0.78 1.44

Hdfc Taxsaver

3 | 40.75% 21.22% 21.11% 14.04% 13.08% 41.61% 21.96% 21.84% 14.75% 13.77% 11.46% -6.28% -11.74% 8.90% 0.86 0.85 1.48

Jm Elss Tax Saver Fund

4 | 46.41% 17.80% 22.06% 17.33% 16.18% 48.22% 19.02% 23.18% 18.36% 17.47% 13.97% -14.82% -13.70% 4.04% 0.99 0.59 1.04

Iti Elss Tax Saver Fund

5 | 42.55% 16.94% 18.55% % % 45.15% 19.20% 20.98% % % 12.70% -17.77% -11.90% 3.62% 0.89 0.57 0.98

Dsp Elss Tax Saver Fund

6 | 44.14% 17.63% 21.78% 16.83% 16.46% 45.47% 18.74% 22.94% 17.95% 17.54% 13.13% -11.23% -14.43% 2.99% 0.98 0.55 1.01

Franklin India Elss Tax Saver Fund

7 | 36.61% 17.25% 20.60% 15.08% 14.28% 37.69% 18.21% 21.64% 16.11% 15.32% 12.59% -11.97% -13.26% 4.09% 0.94 0.57 1.10

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 | 50.71% 25.19% 33.26% % % 52.87% 27.29% 35.56% % % 13.28% -11.09% -11.09% 14.50% 0.60 0.80 1.47

Bandhan Small Cap Fund

2 | 66.03% 27.16% % % % 68.45% 29.11% % % % 16.87% -16.15% -15.12% % 0.70 1.24

Invesco India Smallcap Fund

3 | 46.83% 23.90% 31.69% % % 48.94% 25.74% 33.72% % % 14.29% -15.10% -15.62% 7.87% 0.73 0.74 1.34

Nippon India Small Cap Fund

4 | 43.90% 28.42% 36.09% 22.47% 22.74% 45.04% 29.52% 37.26% 23.61% 23.92% 14.65% -10.63% -14.25% 15.38% 0.71 0.87 1.54

Bank Of India Small Cap Fund

5 | 41.44% 23.40% 36.96% % % 43.57% 25.34% 39.24% % % 15.05% -15.24% -14.93% 10.65% 0.70 0.67 1.20

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 | 66.49% 32.30% 32.52% 22.65% 20.95% 68.33% 33.79% 34.07% 24.11% 22.43% 14.85% -9.07% -13.20% 16.42% 0.76 1.22 1.89

Sundaram Mid Cap Fund

2 | 48.29% 22.85% 24.55% 15.23% 16.71% 49.54% 23.91% 25.60% 16.18% 17.55% 13.73% -11.14% -12.67% 4.49% 0.83 0.82 1.36

Nippon India Growth Fund

3 | 46.24% 23.67% 29.72% 20.00% 18.52% 47.43% 24.66% 30.71% 20.89% 19.40% 14.07% -10.18% -14.69% 4.67% 0.86 0.82 1.38

Edelweiss Mid Cap Fund

4 | 53.96% 23.47% 30.06% 20.05% % 56.09% 25.30% 32.01% 21.83% % 14.33% -12.36% -16.49% 3.99% 0.86 0.78 1.32

Hdfc Mid Cap Opportunities Fund

5 | 42.47% 25.70% 29.11% 18.68% 18.81% 43.43% 26.56% 29.99% 19.59% 19.78% 13.46% -9.43% -16.06% 6.74% 0.82 0.89 1.52

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 Bluechip Fund

1 | 33.60% 16.09% 19.25% 15.00% 14.09% 34.37% 16.79% 19.97% 15.78% 14.96% 11.29% -8.34% -11.65% 7.06% 0.74 0.60 1.11

Nippon India Large Cap Fund

2 | 33.86% 18.73% 19.96% 15.30% 14.47% 35.04% 19.75% 20.99% 16.32% 15.52% 12.32% -7.75% -12.86% 3.69% 0.88 0.65 1.18

Jm Large Cap Fund

3 | 35.94% 15.48% 18.43% 13.86% 11.63% 37.73% 16.58% 19.61% 15.02% 12.89% 12.44% -10.73% -11.47% 5.46% 0.94 0.55 0.97

Hdfc Top 100 Fund

4 | 29.36% 16.06% 17.44% 13.56% 12.56% 30.12% 16.74% 18.13% 14.26% 13.28% 12.05% -6.79% -14.29% 6.25% 0.78 0.55 1.04

Bandhan Large Cap Fund

5 | 36.19% 13.03% 17.32% 13.34% 11.87% 37.80% 14.42% 18.71% 14.61% 13.23% 12.68% -13.18% -13.31% -1.73% 0.90 0.43 0.77

Invesco India Largecap Fund

6 | 36.48% 12.97% 18.01% 14.31% 13.22% 38.38% 14.61% 19.64% 16.00% 15.00% 12.96% -14.38% -14.03% 1.87% 1.01 0.39 0.74
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

Motilal Oswal Large And Midcap Fund

1 | 55.05% 24.24% 25.93% % % 57.13% 26.02% 27.90% % % 13.69% -17.05% -15.77% 7.23% 0.94 0.77 1.39

Bandhan Core Equity Fund

2 | 46.68% 21.89% 23.79% 16.42% 16.02% 48.40% 23.34% 25.26% 17.87% 17.58% 13.31% -11.13% -14.71% 6.49% 0.95 0.75 1.40

Icici Prudential Large & Mid Cap Fund

3 | 40.42% 19.73% 23.81% 16.54% 14.98% 41.71% 20.77% 24.83% 17.56% 16.05% 11.78% -7.36% -12.46% 6.59% 0.83 0.73 1.38

Invesco India Large & Mid Cap Fund

4 | 48.25% 19.59% 20.84% 16.57% 15.85% 49.99% 21.07% 22.35% 18.06% 17.52% 13.54% -13.97% -13.91% 3.02% 0.96 0.61 1.14

Uti Large & Mid Cap Fund

5 | 43.53% 19.31% 23.93% 15.67% 14.39% 44.76% 20.19% 24.72% 16.37% 15.05% 13.01% -11.51% -12.34% 3.66% 0.94 0.65 1.20

Quant Large & Mid Cap Fund

6 | 42.55% 21.33% 26.13% 17.78% 19.26% 44.39% 23.23% 27.74% 19.01% 20.12% 15.32% -10.93% -18.62% 5.54% 1.01 0.70 1.23

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 | 52.22% 24.83% 24.62% 18.98% 17.67% 54.53% 26.21% 25.84% 20.08% 18.96% 13.23% -8.82% -9.71% 10.83% 0.94 0.99 1.52

Hdfc Flexi Cap Fund

2 | 42.06% 22.64% 23.03% 16.93% 14.95% 43.03% 23.46% 23.81% 17.72% 15.78% 12.19% -6.00% -13.63% 9.21% 0.89 0.79 1.46

Icici Prudential Flexicap Fund

3 | 37.65% 18.92% % % % 39.08% 20.37% % % % 11.05% -6.70% -9.55% 7.62% 0.80 0.79 1.33

Motilal Oswal Flexi Cap Fund

4 | 50.54% 18.85% 17.44% 12.73% 15.71% 51.84% 19.87% 18.48% 13.74% 16.77% 13.58% -16.60% -14.87% 4.61% 0.88 0.51 0.98

Bank Of India Flexi Cap Fund

5 | 50.59% 21.25% % % % 52.75% 23.08% % % % 14.83% -15.36% -18.31% 5.00% 1.06 0.62 1.12

Quant Flexi Cap Fund

6 | 42.24% 20.00% 32.58% 20.96% 20.08% 43.89% 21.42% 33.95% 22.13% 21.08% 15.61% -10.68% -17.17% 4.69% 1.06 0.56 1.05

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 | 40.29% 24.50% 25.03% 17.93% 15.31% 41.42% 25.44% 25.94% 18.78% 16.15% 12.94% -8.74% -13.58% 11.55% 0.90 0.93 1.55

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

Hdfc Focused 30 Fund

1 | 41.62% 23.28% 22.66% 15.14% 14.05% 43.33% 24.90% 24.15% 16.44% 15.30% 11.42% -5.26% -14.60% 12.19% 0.81 0.89 1.69

Icici Prudential Focused Equity Fund

2 | 43.19% 18.61% 23.92% 17.01% 14.11% 44.91% 20.10% 25.43% 18.36% 15.46% 12.64% -9.93% -13.05% 6.07% 0.92 0.65 1.21

Invesco India Focused Fund

3 | 61.80% 19.46% % % % 63.96% 21.22% % % % 14.45% -17.59% -16.52% 4.97% 0.99 0.56 1.07

Mahindra Manulife Focused Fund

4 | 39.77% 18.42% % % % 42.11% 20.66% % % % 12.66% -8.65% -13.84% 5.69% 0.92 0.63 1.18

Jm Focused Fund

5 | 38.86% 18.23% 16.70% 12.89% 13.62% 40.76% 19.46% 18.05% 14.28% 15.11% 13.32% -13.36% -14.84% 7.98% 0.93 0.57 1.07

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 Value Fund

1 | 47.98% 24.60% 25.61% 17.86% 17.98% 49.84% 25.68% 26.59% 18.73% 19.12% 14.30% -12.74% -12.84% 12.68% 0.93 0.89 1.45

Tata Equity P/E Fund

2 | 43.87% 20.38% 21.13% 14.78% 15.94% 45.29% 21.59% 22.46% 16.11% 17.13% 12.74% -9.51% -11.82% 10.04% 0.97 0.76 1.32

Axis Value Fund

3 | 46.04% 20.21% % % % 48.15% 21.91% % % % 13.78% -14.09% -14.59% 6.13% 1.01 0.64 1.16

Canara Robeco Value Fund

4 | 35.63% 19.57% % % % 37.71% 21.53% % % % 11.52% -7.14% -11.27% 8.42% 0.86 0.82 1.43

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 | 66.24% 29.96% 28.28% 19.26% 15.61% 68.06% 31.40% 29.63% 20.58% 16.93% 13.87% -7.41% -10.07% 15.40% 0.75 1.37 1.87

Kotak Infrastructure & Economic Reform Fund

2 | 47.61% 26.35% 28.14% 16.98% % 49.68% 28.15% 29.88% 18.58% % 12.37% -5.56% -9.29% % 1.17 1.85

Canara Robeco Infrastructure

3 | 60.60% 27.63% 29.30% 17.58% 16.78% 62.71% 29.22% 30.74% 18.84% 17.95% 14.64% -9.26% -12.36% 12.63% 0.80 1.13 1.68

Icici Prudential Infrastructure Fund

4 | 53.04% 31.60% 30.81% 19.57% 16.96% 54.21% 32.43% 31.56% 20.33% 17.72% 13.15% -6.68% -14.07% 14.07% 0.86 1.28 2.08

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 | 35.40% 21.95% 22.40% 17.38% 16.97% 36.89% 23.27% 23.72% 18.68% 18.21% 11.62% -6.99% -12.04% 12.01% 0.69 1.02 1.70

Nippon India Consumption Fund

2 | 32.38% 18.59% 23.35% 17.11% 14.35% 34.10% 20.09% 24.70% 18.29% 15.41% 12.09% -7.88% -10.56% 6.31% 0.80 0.85 1.38

Icici Prudential Bharat Consumption Fund

3 | 32.57% 19.21% 19.11% % % 33.84% 20.27% 20.46% % % 10.10% -5.85% -9.58% 9.11% 0.65 0.94 1.61

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 Financial Services Opportunities Fund

1 | 23.62% 15.74% 16.27% 13.95% 13.86% 25.31% 17.43% 17.85% 15.35% 15.05% 14.78% -15.58% -18.01% 8.51% 0.94 0.44 0.80

Invesco India Financial Services Fund

2 | 33.51% 15.97% 16.00% 13.80% 15.24% 35.30% 17.54% 17.51% 15.40% 17.01% 14.99% -18.28% -20.62% 7.16% 0.90 0.35 0.67

Nippon India Banking & Financial Services Fund

3 | 24.01% 15.29% 15.64% 11.89% 13.23% 25.02% 16.22% 16.54% 12.74% 14.09% 15.20% -12.63% -19.73% 6.74% 0.90 0.39 0.74