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 |
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 |