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| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Uti Equity Savings Fund |
1 | The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 11.50% | 13.23% | -2.43% | -4.29% | 1.11 | 0.74 | 0.40 |
|
Pgim India Equity Savings Fund |
2 | The Pgim India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 6.25% | 10.63% | -1.16% | -2.64% | 0.93 | 0.71 | 0.45 |
|
Kotak Equity Savings Fund |
3 | The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 10.26% | 11.95% | -1.66% | -2.88% | 1.04 | 0.87 | 0.47 |
|
Idfc Equity Savings Fund |
4 | The Idfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has four KPIs that are in top quartile. The fund has 21% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. | 7.00% | 9.19% | -2.09% | -1.93% | 0.73 | 0.66 | 0.48 |
|
Dsp Equity Savings Fund |
5 | The Dsp Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has five KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 8.69% | 12.50% | -2.67% | -4.64% | 1.06 | 0.71 | 0.45 |
|
Hdfc Equity Savings Fund |
6 | The Hdfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 11 KPIs that are in top quartile. The fund has 58% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 9.61% | 13.90% | -2.96% | -5.25% | 1.07 | 0.72 | 0.39 |
|
Tata Equity Savings Fund |
7 | None | % | % | -2.63% | -3.46% | 0.69 | 0.41 | 0.40 |
|
Edelweiss Equity Savings Fund |
8 | The Edelweiss Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has five KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 9.35% | 10.33% | -2.94% | -4.00% | 0.71 | 0.43 | 0.42 |
|
Nippon India Equity Savings Fund |
9 | The Nippon India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 10.47% | 11.18% | -2.67% | -4.91% | 0.80 | 0.50 | 0.43 |
|
Baroda Bnp Paribas Equity Savings Fund |
10 | The Baroda Bnp Paribas Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has two KPIs that are in top quartile. The fund has 12% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 29% of the KPIs that are in bottom quartile. | 9.60% | 7.95% | -3.73% | -4.02% | 0.30 | 0.18 | 0.43 |
|
Sbi Equity Savings Fund |
11 | The Sbi Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 9.55% | 13.20% | -4.29% | -4.34% | 0.94 | 0.68 | 0.45 |
|
Mirae Asset Equity Savings Fund |
12 | The Mirae Asset Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has nine KPIs that are in top quartile. The fund has 53% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. | 9.98% | 14.18% | -3.89% | -5.23% | 1.09 | 0.77 | 0.42 |
|
Union Equity Savings Fund |
13 | The Union Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has two KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has 12 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 7.34% | 8.99% | -3.91% | -3.97% | 0.55 | 0.36 | 0.45 |
|
Franklin India Equity Savings Fund |
14 | The Franklin India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund does not have any KPI that are top quartile. The fund has five KPIs that are in bottom quartile. The fund has 29% of the KPIs that are in bottom quartile. | 8.01% | 11.58% | -4.01% | -6.17% | 0.87 | 0.51 | 0.41 |
|
Invesco India Equity Savings Fund |
15 | The Invesco India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has four KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has 11 KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 7.72% | 7.97% | -6.23% | -6.10% | 0.25 | 0.13 | 0.45 |
|
Idbi Equity Savings Fund |
16 | The Idbi Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund does not have any KPI that are top quartile. The fund has 15 KPIs that are in bottom quartile. The fund has 79% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.88% | 9.86% | -4.00% | -5.74% | 0.54 | 0.33 | 0.41 |
|
Axis Equity Saver Fund |
17 | The Axis Equity Saver Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has one KPI that is in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 53% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 7.96% | 11.54% | -6.41% | -6.88% | 0.62 | 0.36 | 0.38 |
|
Aditya Birla Sun Life Equity Savings Fund |
18 | The Aditya Birla Sun Life Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 8.66% | 11.07% | -7.05% | -6.77% | 0.60 | 0.36 | 0.39 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Savings Fund |
0.17
|
5 |
0.56
|
4 |
2.61
|
2 |
4.88
|
5 |
2.67
|
10 |
8.66
|
10 |
11.07
|
10 |
6.68
|
8 |
| Axis Equity Saver Fund |
0.17
|
4 |
0.40
|
8 |
2.40
|
4 |
4.35
|
8 |
1.74
|
15 |
7.96
|
12 |
11.54
|
8 |
7.55
|
5 |
| Franklin India Equity Savings Fund |
0.07
|
15 |
0.55
|
5 |
2.22
|
8 |
3.75
|
14 |
1.13
|
16 |
8.01
|
11 |
11.58
|
7 |
|
|
| Mirae Asset Equity Savings Fund |
0.11
|
10 |
0.38
|
9 |
2.00
|
9 |
5.09
|
3 |
2.47
|
12 |
9.98
|
4 |
14.18
|
1 |
|
|
| DSP Equity Savings Fund |
0.20
|
2 |
0.74
|
2 |
2.40
|
5 |
4.14
|
10 |
2.91
|
6 |
8.69
|
9 |
12.50
|
5 |
6.98
|
6 |
| Edelweiss Equity Savings Fund |
0.10
|
12 |
0.21
|
16 |
1.78
|
12 |
4.08
|
12 |
2.51
|
11 |
9.35
|
8 |
10.33
|
12 |
8.07
|
4 |
| HDFC Equity Savings Fund |
0.11
|
11 |
0.42
|
7 |
1.51
|
15 |
4.13
|
11 |
2.15
|
13 |
9.61
|
5 |
13.90
|
2 |
8.41
|
2 |
| IDBI Equity Savings Fund |
0.13
|
7 |
0.32
|
12 |
2.27
|
6 |
3.31
|
15 |
0.19
|
17 |
6.88
|
16 |
9.86
|
13 |
6.44
|
9 |
| IDFC Equity Savings Fund |
0.05
|
17 |
0.23
|
14 |
1.57
|
14 |
3.23
|
16 |
2.75
|
8 |
7.00
|
15 |
9.19
|
14 |
6.34
|
10 |
| Invesco India Equity Savings Fund |
0.12
|
9 |
0.72
|
3 |
3.02
|
1 |
4.97
|
4 |
3.38
|
5 |
7.72
|
13 |
7.97
|
16 |
|
|
| Kotak Equity Savings Fund |
0.18
|
3 |
0.50
|
6 |
2.25
|
7 |
4.20
|
9 |
3.94
|
3 |
10.26
|
3 |
11.95
|
6 |
8.61
|
1 |
| Nippon India Equity Savings Fund |
0.09
|
13 |
0.28
|
13 |
1.17
|
16 |
6.15
|
1 |
4.99
|
1 |
10.47
|
2 |
11.18
|
9 |
1.33
|
11 |
| PGIM India Equity Savings Fund |
0.13
|
8 |
0.13
|
17 |
1.11
|
17 |
2.72
|
17 |
2.83
|
7 |
6.25
|
17 |
10.63
|
11 |
6.87
|
7 |
| SBI Equity Savings Fund |
0.33
|
1 |
1.14
|
1 |
2.60
|
3 |
5.91
|
2 |
4.34
|
2 |
9.55
|
7 |
13.20
|
4 |
8.19
|
3 |
| Tata Equity Savings Fund |
|
|
|
|
|
|
|
|
||||||||
| Union Equity Savings Fund |
0.07
|
16 |
0.22
|
15 |
1.68
|
13 |
3.81
|
13 |
2.13
|
14 |
7.34
|
14 |
8.99
|
15 |
|
|
| UTI Equity Savings Fund |
0.09
|
14 |
0.33
|
11 |
1.98
|
10 |
4.85
|
6 |
3.59
|
4 |
11.50
|
1 |
13.23
|
3 |
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.15
|
6 |
0.37
|
10 |
1.88
|
11 |
4.43
|
7 |
2.73
|
9 |
9.60
|
6 |
7.95
|
17 |
|
|
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Savings Fund |
0.17
|
5 |
0.56
|
4 |
2.61
|
2 |
4.88
|
5 |
2.67
|
10 |
8.66
|
10 |
11.07
|
10 |
6.68
|
8 |
| Axis Equity Saver Fund |
0.17
|
4 |
0.40
|
8 |
2.40
|
4 |
4.35
|
8 |
1.74
|
15 |
7.96
|
12 |
11.54
|
8 |
7.55
|
5 |
| Franklin India Equity Savings Fund |
0.07
|
15 |
0.55
|
5 |
2.22
|
8 |
3.75
|
14 |
1.13
|
16 |
8.01
|
11 |
11.58
|
7 |
|
|
| Mirae Asset Equity Savings Fund |
0.11
|
10 |
0.38
|
9 |
2.00
|
9 |
5.09
|
3 |
2.47
|
12 |
9.98
|
4 |
14.18
|
1 |
|
|
| DSP Equity Savings Fund |
0.20
|
2 |
0.74
|
2 |
2.40
|
5 |
4.14
|
10 |
2.91
|
6 |
8.69
|
9 |
12.50
|
5 |
6.98
|
6 |
| Edelweiss Equity Savings Fund |
0.10
|
12 |
0.21
|
16 |
1.78
|
12 |
4.08
|
12 |
2.51
|
11 |
9.35
|
8 |
10.33
|
12 |
8.07
|
4 |
| HDFC Equity Savings Fund |
0.11
|
11 |
0.42
|
7 |
1.51
|
15 |
4.13
|
11 |
2.15
|
13 |
9.61
|
5 |
13.90
|
2 |
8.41
|
2 |
| IDBI Equity Savings Fund |
0.13
|
7 |
0.32
|
12 |
2.27
|
6 |
3.31
|
15 |
0.19
|
17 |
6.88
|
16 |
9.86
|
13 |
6.44
|
9 |
| IDFC Equity Savings Fund |
0.05
|
17 |
0.23
|
14 |
1.57
|
14 |
3.23
|
16 |
2.75
|
8 |
7.00
|
15 |
9.19
|
14 |
6.34
|
10 |
| Invesco India Equity Savings Fund |
0.12
|
9 |
0.72
|
3 |
3.02
|
1 |
4.97
|
4 |
3.38
|
5 |
7.72
|
13 |
7.97
|
16 |
|
|
| Kotak Equity Savings Fund |
0.18
|
3 |
0.50
|
6 |
2.25
|
7 |
4.20
|
9 |
3.94
|
3 |
10.26
|
3 |
11.95
|
6 |
8.61
|
1 |
| Nippon India Equity Savings Fund |
0.09
|
13 |
0.28
|
13 |
1.17
|
16 |
6.15
|
1 |
4.99
|
1 |
10.47
|
2 |
11.18
|
9 |
1.33
|
11 |
| PGIM India Equity Savings Fund |
0.13
|
8 |
0.13
|
17 |
1.11
|
17 |
2.72
|
17 |
2.83
|
7 |
6.25
|
17 |
10.63
|
11 |
6.87
|
7 |
| SBI Equity Savings Fund |
0.33
|
1 |
1.14
|
1 |
2.60
|
3 |
5.91
|
2 |
4.34
|
2 |
9.55
|
7 |
13.20
|
4 |
8.19
|
3 |
| Tata Equity Savings Fund |
|
|
|
|
|
|
|
|
||||||||
| Union Equity Savings Fund |
0.07
|
16 |
0.22
|
15 |
1.68
|
13 |
3.81
|
13 |
2.13
|
14 |
7.34
|
14 |
8.99
|
15 |
|
|
| UTI Equity Savings Fund |
0.09
|
14 |
0.33
|
11 |
1.98
|
10 |
4.85
|
6 |
3.59
|
4 |
11.50
|
1 |
13.23
|
3 |
|
|
| Baroda BNP Paribas Equity Savings Fund |
0.15
|
6 |
0.37
|
10 |
1.88
|
11 |
4.43
|
7 |
2.73
|
9 |
9.60
|
6 |
7.95
|
17 |
|
|
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Savings Fund |
0.63
|
10 |
1.11
|
13 |
1.07
|
16 |
3.69
|
18 |
8.84
|
6 |
| Axis Equity Saver Fund |
0.65
|
8 |
1.07
|
15 |
1.09
|
15 |
5.58
|
12 |
9.29
|
5 |
| Franklin India Equity Savings Fund |
0.68
|
6 |
1.51
|
7 |
1.36
|
13 |
6.38
|
7 |
|
|
| Mirae Asset Equity Savings Fund |
0.79
|
3 |
1.72
|
5 |
2.23
|
8 |
7.24
|
4 |
|
|
| Dsp Equity Savings Fund |
0.66
|
7 |
1.32
|
11 |
2.26
|
6 |
6.82
|
5 |
8.75
|
7 |
| Edelweiss Equity Savings Fund |
0.72
|
5 |
1.54
|
6 |
2.28
|
5 |
6.28
|
8 |
9.77
|
3 |
| Hdfc Equity Savings Fund |
0.78
|
4 |
2.17
|
2 |
2.53
|
4 |
8.38
|
2 |
10.21
|
1 |
| Idbi Equity Savings Fund |
0.41
|
17 |
0.95
|
16 |
0.74
|
17 |
4.87
|
14 |
8.30
|
8 |
| Idfc Equity Savings Fund |
0.43
|
16 |
1.10
|
14 |
1.85
|
10 |
5.42
|
13 |
7.74
|
11 |
| Invesco India Equity Savings Fund |
0.58
|
12 |
0.57
|
18 |
0.67
|
18 |
3.75
|
17 |
|
|
| Kotak Equity Savings Fund |
0.86
|
1 |
2.10
|
3 |
3.42
|
2 |
8.60
|
1 |
9.51
|
4 |
| Nippon India Equity Savings Fund |
0.59
|
11 |
2.07
|
4 |
2.59
|
3 |
6.68
|
6 |
-0.49
|
12 |
| Pgim India Equity Savings Fund |
0.52
|
13 |
1.35
|
10 |
2.23
|
7 |
6.20
|
9 |
8.00
|
10 |
| Sbi Equity Saving Fund |
0.35
|
18 |
0.80
|
17 |
1.36
|
14 |
6.16
|
10 |
10.20
|
2 |
| Tata Equity Savings Fund |
0.44
|
15 |
1.42
|
8 |
1.82
|
11 |
5.99
|
11 |
8.20
|
9 |
| Union Equity Savings Fund |
0.52
|
14 |
1.39
|
9 |
1.53
|
12 |
4.26
|
16 |
|
|
| Uti Equity Savings Fund |
0.82
|
2 |
2.46
|
1 |
3.50
|
1 |
8.19
|
3 |
|
|
| Baroda Bnp Paribas Equity Savings Fund |
0.65
|
9 |
1.24
|
12 |
2.13
|
9 |
4.86
|
15 |
|
|
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Savings Fund |
0.74
|
7 |
1.31
|
15 |
1.58
|
16 |
4.77
|
18 |
9.91
|
7 |
| Axis Equity Saver Fund |
0.70
|
11 |
1.36
|
13 |
1.77
|
14 |
6.97
|
11 |
10.75
|
4 |
| Franklin India Equity Savings Fund |
0.78
|
6 |
1.84
|
7 |
2.03
|
12 |
7.72
|
7 |
|
|
| Mirae Asset Equity Savings Fund |
0.88
|
3 |
1.97
|
5 |
2.74
|
6 |
8.35
|
4 |
|
|
| Dsp Equity Savings Fund |
0.73
|
9 |
1.50
|
12 |
2.72
|
7 |
7.76
|
5 |
10.29
|
6 |
| Edelweiss Equity Savings Fund |
0.83
|
5 |
1.88
|
6 |
2.98
|
5 |
7.74
|
6 |
11.03
|
2 |
| Hdfc Equity Savings Fund |
0.86
|
4 |
2.41
|
2 |
3.02
|
4 |
9.28
|
2 |
11.11
|
1 |
| Idbi Equity Savings Fund |
0.49
|
17 |
1.18
|
16 |
1.23
|
18 |
5.88
|
15 |
9.48
|
8 |
| Idfc Equity Savings Fund |
0.52
|
16 |
1.36
|
14 |
2.38
|
10 |
6.52
|
13 |
8.87
|
11 |
| Invesco India Equity Savings Fund |
0.71
|
10 |
0.98
|
17 |
1.48
|
17 |
5.48
|
16 |
|
|
| Kotak Equity Savings Fund |
0.95
|
1 |
2.37
|
3 |
3.95
|
1 |
9.69
|
1 |
10.56
|
5 |
| Nippon India Equity Savings Fund |
0.67
|
12 |
2.30
|
4 |
3.03
|
3 |
7.59
|
8 |
0.33
|
12 |
| Pgim India Equity Savings Fund |
0.59
|
13 |
1.56
|
9 |
2.64
|
9 |
7.11
|
10 |
9.23
|
10 |
| Sbi Equity Saving Fund |
0.39
|
18 |
0.94
|
18 |
1.63
|
15 |
6.72
|
12 |
10.93
|
3 |
| Tata Equity Savings Fund |
0.53
|
15 |
1.65
|
8 |
2.28
|
11 |
7.18
|
9 |
9.40
|
9 |
| Union Equity Savings Fund |
0.58
|
14 |
1.54
|
10 |
1.82
|
13 |
4.91
|
17 |
|
|
| Uti Equity Savings Fund |
0.89
|
2 |
2.67
|
1 |
3.93
|
2 |
9.08
|
3 |
|
|
| Baroda Bnp Paribas Equity Savings Fund |
0.74
|
8 |
1.51
|
11 |
2.67
|
8 |
6.01
|
14 |
|
|
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Savings Fund |
-6.77
|
17 |
-7.05
|
18 |
-2.92
|
18 |
7.14
|
13 |
4.42
|
13 |
| Axis Equity Saver Fund |
-6.88
|
18 |
-6.41
|
17 |
-2.68
|
17 |
7.90
|
18 |
5.01
|
18 |
| Franklin India Equity Savings Fund |
-6.17
|
16 |
-4.01
|
14 |
-1.32
|
9 |
6.92
|
12 |
4.44
|
14 |
| Mirae Asset Equity Savings Fund |
-5.23
|
12 |
-3.89
|
11 |
-1.53
|
14 |
7.59
|
17 |
4.55
|
17 |
| Dsp Equity Savings Fund |
-4.64
|
10 |
-2.67
|
7 |
-1.10
|
6 |
6.59
|
10 |
3.99
|
10 |
| Edelweiss Equity Savings Fund |
-4.00
|
6 |
-2.94
|
8 |
-1.17
|
7 |
5.58
|
4 |
3.44
|
5 |
| Hdfc Equity Savings Fund |
-5.25
|
13 |
-2.96
|
9 |
-1.32
|
10 |
7.42
|
14 |
4.54
|
16 |
| Idbi Equity Savings Fund |
-5.74
|
14 |
-4.00
|
13 |
-1.63
|
15 |
7.52
|
16 |
4.45
|
15 |
| Idfc Equity Savings Fund |
-1.93
|
1 |
-2.09
|
3 |
-0.74
|
2 |
6.25
|
7 |
2.90
|
2 |
| Invesco India Equity Savings Fund |
-6.10
|
15 |
-6.23
|
16 |
-2.08
|
16 |
5.93
|
5 |
3.78
|
8 |
| Kotak Equity Savings Fund |
-2.88
|
3 |
-1.66
|
2 |
-0.77
|
3 |
6.30
|
8 |
3.31
|
4 |
| Nippon India Equity Savings Fund |
-4.91
|
11 |
-2.67
|
6 |
-1.03
|
4 |
6.84
|
11 |
4.19
|
11 |
| Pgim India Equity Savings Fund |
-2.64
|
2 |
-1.16
|
1 |
-0.53
|
1 |
4.95
|
1 |
2.69
|
1 |
| Sbi Equity Savings Fund |
-4.34
|
9 |
-4.29
|
15 |
-1.46
|
13 |
7.48
|
15 |
4.24
|
12 |
| Tata Equity Savings Fund |
-3.46
|
4 |
-2.63
|
5 |
-1.03
|
5 |
5.54
|
3 |
3.47
|
6 |
| Union Equity Savings Fund |
-3.97
|
5 |
-3.91
|
12 |
-1.37
|
12 |
6.32
|
9 |
3.54
|
7 |
| Uti Equity Savings Fund |
-4.29
|
8 |
-2.43
|
4 |
-1.35
|
11 |
6.24
|
6 |
3.89
|
9 |
| Baroda Bnp Paribas Equity Savings Fund |
-4.02
|
7 |
-3.73
|
10 |
-1.20
|
8 |
5.24
|
2 |
3.06
|
3 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Equity Savings Fund |
0.60
|
14 |
0.36
|
15 |
0.69
|
16 |
0.39
|
-0.76
|
2 | 0.84 | 2 |
0.84
|
3 |
0.05
|
2 |
0.94
|
2 |
-0.0475
|
3 |
| Axis Equity Saver Fund |
0.62
|
13 |
0.36
|
14 |
0.76
|
15 |
0.38
|
|
|
|
|
|
|||||||
| Franklin India Equity Savings Fund |
0.87
|
8 |
0.51
|
9 |
0.97
|
10 |
0.41
|
|
|
|
|
|
|||||||
| Mirae Asset Equity Savings Fund |
1.09
|
2 |
0.77
|
2 |
1.15
|
5 |
0.42
|
|
|
|
|
|
|||||||
| Dsp Equity Savings Fund |
1.06
|
4 |
0.71
|
6 |
1.16
|
4 |
0.45
|
|
|
|
|
|
|||||||
| Edelweiss Equity Savings Fund |
0.71
|
11 |
0.43
|
11 |
0.88
|
12 |
0.42
|
|
|
|
|
|
|||||||
| Hdfc Equity Savings Fund |
1.07
|
3 |
0.72
|
4 |
1.21
|
2 |
0.39
|
|
|
|
|
|
|||||||
| Idbi Equity Savings Fund |
0.54
|
16 |
0.33
|
16 |
0.82
|
13 |
0.41
|
|
|
|
|
|
|||||||
| Idfc Equity Savings Fund |
0.73
|
10 |
0.66
|
8 |
1.00
|
9 |
0.48
|
|
|
|
|
|
|||||||
| Invesco India Equity Savings Fund |
0.25
|
18 |
0.13
|
18 |
0.54
|
18 |
0.45
|
|
|
|
|
|
|||||||
| Kotak Equity Savings Fund |
1.04
|
5 |
0.87
|
1 |
1.22
|
1 |
0.47
|
|
|
|
|
|
|||||||
| Nippon India Equity Savings Fund |
0.80
|
9 |
0.50
|
10 |
1.03
|
7 |
0.43
|
|
|
|
|
|
|||||||
| Pgim India Equity Savings Fund |
0.93
|
7 |
0.71
|
5 |
1.09
|
6 |
0.45
|
|
|
|
|
|
|||||||
| Sbi Equity Savings Fund |
0.94
|
6 |
0.68
|
7 |
1.03
|
8 |
0.45
|
|
|
|
|
|
|||||||
| Tata Equity Savings Fund |
0.69
|
12 |
0.41
|
12 |
0.89
|
11 |
0.40
|
|
|
|
|
|
|||||||
| Union Equity Savings Fund |
0.55
|
15 |
0.36
|
13 |
0.79
|
14 |
0.45
|
-3.82
|
3 | 1.28 | 1 |
0.93
|
1 |
0.03
|
3 |
0.82
|
3 |
-0.0021
|
1 |
| Uti Equity Savings Fund |
1.11
|
1 |
0.74
|
3 |
1.17
|
3 |
0.40
|
2.43
|
1 | 0.81 | 3 |
0.91
|
2 |
0.08
|
1 |
1.21
|
1 |
-0.0173
|
2 |
| Baroda Bnp Paribas Equity Savings Fund |
0.30
|
17 |
0.18
|
17 |
0.65
|
17 |
0.43
|
|
|
|
|
|
|||||||
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis Articleम्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.
फायदा:
नुकसान: