Ranking Date: 30-Jun-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 | 4.13% 24.61% 25.65% 16.10% 13.33% 4.75% 25.37% 26.41% 16.80% 14.04% 11.90% -12.96% -12.60% 8.51% 0.83 0.95 1.69

Parag Parikh Elss Tax Saver Fund

2 | 6.51% 21.26% 23.65% % % 7.68% 22.67% 25.14% % % 9.72% -9.56% -12.04% 8.61% 0.63 0.89 1.66

Motilal Oswal Elss Tax Saver Fund

3 | 8.37% 29.32% 26.37% 16.68% 16.25% 9.66% 30.88% 27.94% 18.15% 17.78% 18.98% -25.67% -20.93% 7.79% 1.12 0.58 1.33

Sbi Long Term Equity Fund

4 | 1.84% 27.46% 26.84% 18.69% 14.05% 2.50% 28.32% 27.67% 19.45% 14.79% 13.62% -15.39% -13.50% 8.73% 0.95 0.90 1.67

Hsbc Tax Saver Equity Fund

5 | 9.64% 22.55% 23.04% 15.23% 13.21% 10.57% 23.75% 24.38% 16.48% 14.31% 14.79% -17.31% -15.23% 3.37% 0.96 0.56 1.21

Taurus Elss Tax Saver Fund

6 | 2.35% 20.86% 19.82% 13.45% 12.61% 2.94% 21.63% 20.59% 14.22% 13.47% 11.40% -12.19% -14.67% 6.59% 0.72 0.74 1.40

Dsp Elss Tax Saver Fund

7 | 2.26% 22.42% 24.27% 17.72% 15.37% 3.20% 23.56% 25.44% 18.85% 16.47% 13.56% -15.91% -14.85% 4.43% 0.92 0.73 1.34

Franklin India Elss Tax Saver Fund

8 | 1.45% 22.07% 24.72% 15.13% 12.84% 2.26% 23.07% 25.75% 16.14% 13.87% 13.10% -15.81% -18.19% 4.45% 0.92 0.69 1.38

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 | 12.23% 34.03% 35.83% % % 13.71% 35.99% 38.00% % % 17.75% -21.68% -17.63% 7.27% 0.90 0.80 1.57

Invesco India Smallcap Fund

2 | 10.84% 30.12% 33.45% % % 12.37% 31.96% 35.46% % % 16.26% -20.78% -16.57% 6.91% 0.80 0.70 1.53

Iti Small Cap Fund

3 | 3.24% 31.26% 28.00% % % 4.79% 33.52% 30.45% % % 16.76% -21.42% -16.94% 8.22% 0.81 0.73 1.56

Hdfc Small Cap Fund

4 | 5.16% 27.59% 34.00% 18.92% 18.37% 6.06% 28.75% 35.26% 20.13% 19.67% 15.90% -19.86% -13.99% 4.35% 0.80 0.70 1.41

Axis Small Cap Fund

5 | 6.97% 23.55% 30.49% 22.59% 18.59% 8.10% 24.96% 32.22% 24.23% 20.09% 14.18% -18.93% -17.12% 3.04% 0.70 0.60 1.28

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 | 6.93% 30.23% 32.10% 19.97% 17.74% 7.61% 31.10% 33.00% 20.82% 18.68% 14.49% -16.42% -16.36% 6.28% 0.86 0.91 1.78

Invesco India Midcap Fund

2 | 17.36% 31.23% 30.31% 21.55% 17.78% 18.79% 32.91% 32.09% 23.27% 19.58% 16.34% -18.13% -22.34% 4.86% 0.92 0.76 1.60

Edelweiss Mid Cap Fund

3 | 7.84% 28.30% 32.02% 20.65% % 9.29% 30.14% 33.95% 22.44% % 16.09% -18.50% -17.82% 4.17% 0.91 0.77 1.56

Nippon India Growth Fund

4 | 5.03% 28.41% 31.78% 21.70% 17.33% 5.90% 29.45% 32.81% 22.60% 18.21% 15.77% -19.54% -19.98% 2.99% 0.93 0.79 1.56

Franklin India Prima Fund

5 | 5.35% 26.74% 26.74% 16.90% 15.05% 6.19% 27.79% 27.78% 17.89% 16.10% 15.24% -18.04% -18.06% 2.20% 0.89 0.76 1.49

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 | 2.39% 22.77% 25.14% 16.22% 13.70% 3.30% 23.82% 26.20% 17.23% 14.75% 12.63% -14.63% -12.38% 7.44% 0.91 0.77 1.45

Dsp Top 100 Equity Fund

2 | 4.42% 20.85% 19.49% 12.91% 11.11% 5.33% 21.84% 20.44% 13.78% 11.94% 11.94% -12.09% -12.15% 6.68% 0.85 0.81 1.38

Icici Prudential Bluechip Fund

3 | 2.66% 20.71% 22.23% 15.64% 13.82% 3.25% 21.41% 22.96% 16.38% 14.66% 12.13% -14.19% -12.32% 5.95% 0.87 0.70 1.34

Canara Robeco Bluechip Equity Fund

4 | 3.18% 17.94% 18.76% 14.95% 13.13% 4.40% 19.42% 20.38% 16.50% 14.57% 12.02% -13.80% -13.13% 3.32% 0.88 0.58 1.15

Invesco India Largecap Fund

5 | 2.62% 19.38% 19.78% 13.81% 12.29% 4.02% 21.07% 21.47% 15.43% 14.00% 14.14% -17.61% -17.80% 2.81% 1.00 0.54 1.10

Aditya Birla Sun Life Frontline Equity Fund

6 | 2.36% 18.19% 20.32% 13.69% 12.07% 3.04% 18.99% 21.13% 14.47% 12.95% 12.62% -15.82% -13.61% 2.66% 0.92 0.56 1.11
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

Invesco India Large & Mid Cap Fund

1 | 13.45% 28.36% 25.30% 17.45% 15.33% 14.75% 29.89% 26.88% 18.90% 16.94% 15.18% -17.47% -22.97% 6.15% 0.98 0.74 1.56

Icici Prudential Large & Mid Cap Fund

2 | 5.15% 24.20% 27.97% 18.53% 15.54% 6.08% 25.30% 29.05% 19.54% 16.61% 12.14% -14.19% -12.04% 6.08% 0.79 0.83 1.59

Motilal Oswal Large And Midcap Fund

3 | 13.12% 30.88% 28.73% % % 14.48% 32.67% 30.63% % % 18.45% -24.27% -21.39% 7.72% 1.07 0.65 1.48

Uti Large & Mid Cap Fund

4 | 2.83% 24.41% 27.03% 16.98% 13.46% 3.75% 25.39% 27.92% 17.72% 14.15% 13.68% -17.21% -15.48% 3.77% 0.92 0.75 1.47

Bandhan Core Equity Fund

5 | 3.19% 27.06% 27.23% 17.22% 15.05% 4.40% 28.55% 28.75% 18.62% 16.62% 13.92% -17.72% -20.09% 5.49% 0.95 0.81 1.60

Nippon India Vision Fund

6 | 2.86% 23.69% 25.03% 16.54% 12.28% 3.42% 24.34% 25.66% 17.15% 12.92% 13.57% -16.36% -17.49% 3.39% 0.91 0.71 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

Hdfc Flexi Cap Fund

1 | 6.36% 25.59% 28.82% 18.80% 15.16% 7.05% 26.41% 29.65% 19.56% 15.98% 11.92% -11.06% -10.25% 9.53% 0.83 1.05 1.76

Parag Parikh Flexi Cap Fund

2 | 8.71% 23.07% 24.05% 19.24% 17.09% 9.46% 24.01% 25.13% 20.25% 17.98% 9.08% -6.05% -10.15% 11.31% 0.60 1.08 1.99

Motilal Oswal Flexi Cap Fund

3 | 9.71% 26.59% 20.18% 13.07% 12.87% 10.67% 27.67% 21.23% 14.08% 13.87% 15.78% -17.39% -21.28% 8.82% 0.91 0.63 1.39

Invesco India Flexi Cap Fund

4 | 8.32% 25.88% % % % 9.79% 27.79% % % % 14.36% -17.79% -19.28% 7.15% 0.95 0.67 1.48

Franklin India Flexi Cap Fund

5 | 1.97% 21.90% 25.20% 16.16% 13.56% 2.77% 22.85% 26.14% 17.07% 14.56% 12.89% -15.54% -17.70% 4.63% 0.90 0.70 1.39

Tata Flexi Cap Fund

6 | 6.20% 18.68% 18.75% % % 7.56% 20.23% 20.39% % % 11.75% -13.71% -12.91% 2.72% 0.80 0.64 1.18

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 | 3.17% 27.16% 31.62% 19.37% 14.68% 4.00% 28.15% 32.59% 20.23% 15.53% 13.88% -18.11% -17.49% 7.33% 0.89 0.85 1.64

Axis Multicap Fund

2 | 5.24% 25.20% % % % 6.36% 26.76% % % % 14.33% -17.69% -21.66% 4.16% 0.93 0.71 1.46

Icici Prudential Multicap Fund

3 | 3.33% 23.53% 25.65% 16.71% 14.44% 4.16% 24.56% 26.74% 17.75% 15.52% 12.99% -16.91% -11.24% 4.10% 0.85 0.77 1.45

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 | 7.20% 25.47% 28.23% 17.44% 13.99% 8.34% 27.01% 29.79% 18.76% 15.27% 10.64% -10.35% -9.60% 11.30% 0.74 1.20 1.96

Icici Prudential Focused Equity Fund

2 | 6.17% 24.83% 25.10% 17.69% 14.70% 7.40% 26.36% 26.64% 19.08% 16.07% 13.45% -16.17% -12.87% 7.02% 0.91 0.80 1.50

Invesco India Focused Fund

3 | 7.01% 26.44% % % % 8.42% 28.20% % % % 15.07% -15.22% -19.52% 7.48% 0.97 0.71 1.46

Canara Robeco Focused Equity Fund

4 | 6.57% 20.29% % % % 8.19% 22.11% % % % 13.14% -15.48% -16.75% 3.44% 0.89 0.64 1.26

Sbi Focused Equity Fund

5 | 6.25% 17.66% 19.94% 14.99% 14.36% 7.11% 18.69% 21.08% 16.10% 15.45% 10.99% -10.54% -12.19% 4.46% 0.70 0.65 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

Icici Prudential Value Discovery Fund

1 | 5.25% 24.21% 27.09% 18.50% 14.87% 5.80% 24.87% 27.77% 19.18% 15.72% 11.65% -12.91% -10.87% 8.70% 0.78 0.94 1.65

Hdfc Capital Builder Value Fund

2 | 3.24% 22.92% 24.19% 14.44% 13.67% 4.10% 23.99% 25.30% 15.52% 14.79% 13.55% -17.61% -15.05% 3.92% 0.95 0.70 1.35

Axis Value Fund

3 | 2.95% 25.05% % % % 4.39% 26.82% % % % 14.36% -16.73% -17.49% 5.80% 0.99 0.73 1.45

Nippon India Value Fund

4 | 2.08% 25.34% 27.46% 18.21% 15.04% 2.81% 26.23% 28.34% 19.02% 15.87% 14.18% -16.85% -17.39% 5.74% 1.00 0.79 1.47

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 | 2.48% 34.24% 37.31% 22.83% 16.29% 3.20% 35.13% 38.15% 23.59% 17.05% 14.95% -19.22% -13.25% 11.34% 0.88 1.05 1.93

Franklin Build India Fund

2 | -1.32% 32.60% 33.41% 20.89% 16.81% -0.28% 33.99% 34.80% 22.20% 18.17% 16.10% -20.05% -13.83% 8.56% 0.93 0.92 1.71

Lic Mf Infrastructure Fund

3 | -0.90% 32.27% 32.66% 21.24% 14.64% 0.53% 33.85% 34.27% 22.61% 15.97% 19.99% -25.88% -17.05% 9.23% 0.89 0.65 1.35

Hdfc Infrastructure Fund

4 | -2.11% 33.60% 35.00% 16.90% 11.13% -1.16% 34.74% 36.06% 17.81% 12.02% 16.91% -20.81% -16.15% 10.57% 0.93 0.93 1.73

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

Canara Robeco Consumer Trends Fund

1 | 2.93% 19.22% 22.06% 16.69% 15.10% 4.22% 20.75% 23.64% 18.21% 16.51% 14.07% -19.19% -19.06% 3.80% 0.85 0.59 1.14

Sundaram Consumption Fund

2 | 3.01% 18.65% 19.90% 13.21% 13.64% 3.90% 19.70% 20.95% 14.17% 14.55% 14.66% -18.70% -17.72% 2.28% 0.89 0.51 1.05

Tata India Consumer Fund

3 | 3.47% 20.03% 21.00% 13.90% % 4.79% 21.56% 22.59% 15.49% % 15.04% -19.45% -24.76% 3.40% 0.87 0.51 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

Invesco India Financial Services Fund

1 | 10.99% 25.09% 22.70% 14.72% 14.33% 12.45% 26.77% 24.35% 16.27% 16.03% 13.72% -11.71% -16.76% 9.59% 0.86 0.91 1.57

Sbi Banking & Financial Services Fund

2 | 13.24% 22.13% 22.08% 14.94% 15.66% 14.44% 23.50% 23.49% 16.25% 16.92% 12.68% -8.01% -11.86% 6.92% 0.83 0.88 1.45

Nippon India Banking & Financial Services Fund

3 | 10.26% 22.66% 26.25% 13.44% 13.09% 11.17% 23.68% 27.25% 14.31% 13.96% 12.92% -9.69% -8.63% 6.38% 0.90 0.98 1.49