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| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Kotak Equity Savings Fund |
1 | The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 95% 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. | 11.58% | 10.70% | -1.66% | -2.52% | 1.06 | 0.60 | 0.40 |
|
Uti Equity Savings Fund |
2 | The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 19<sup>th</sup> KPIs that are in top quartile. The fund has 83% 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. | 11.45% | 11.90% | -2.43% | -3.80% | 1.13 | 0.69 | 0.41 |
|
Edelweiss Equity Savings Fund |
3 | The Edelweiss Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 9.42% | 9.50% | -2.94% | -4.00% | 0.66 | 0.35 | 0.37 |
|
Nippon India Equity Savings Fund |
4 | The Nippon India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. | 9.68% | 9.46% | -2.67% | -3.97% | 0.69 | 0.39 | 0.40 |
|
Hdfc Equity Savings Fund |
5 | The Hdfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 11<sup>th</sup> 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 third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 9.48% | 12.44% | -2.96% | -4.67% | 1.04 | 0.67 | 0.40 |
|
Pgim India Equity Savings Fund |
6 | The Pgim India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. | 6.38% | 8.23% | -1.16% | -1.73% | 0.63 | 0.39 | 0.42 |
|
Dsp Equity Savings Fund |
7 | The Dsp Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 9.24% | 9.81% | -2.67% | -4.64% | 0.77 | 0.38 | 0.40 |
|
Mirae Asset Equity Savings Fund |
8 | The Mirae Asset Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 9.34% | 10.87% | -3.89% | -5.23% | 0.85 | 0.49 | 0.38 |
|
Idfc Equity Savings Fund |
9 | The Idfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 68% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 7.30% | 7.46% | -2.09% | -1.93% | 0.39 | 0.21 | 0.42 |
|
Tata Equity Savings Fund |
10 | The Tata Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 7.86% | 8.52% | -2.63% | -3.67% | 0.56 | 0.29 | 0.38 |
|
Baroda Bnp Paribas Equity Savings Fund |
11 | The Baroda Bnp Paribas Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 29% of the KPIs that are in bottom quartile. | 8.88% | 6.98% | -3.73% | -4.02% | 0.00 | 0.01 | 0.43 |
|
Sbi Equity Savings Fund |
12 | The Sbi Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 11<sup>th</sup> 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 fourth KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 14.51% | 11.32% | -4.29% | -4.14% | 1.03 | 0.61 | 0.44 |
|
Franklin India Equity Savings Fund |
13 | The Franklin India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. | 6.87% | 9.24% | -4.01% | -4.43% | 0.75 | 0.40 | 0.45 |
|
Union Equity Savings Fund |
14 | The Union Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 13<sup>th</sup> 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. | 7.88% | 7.18% | -3.91% | -3.97% | 0.28 | 0.14 | 0.39 |
|
Invesco India Equity Savings Fund |
15 | The Invesco India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. | 11.56% | 7.42% | -6.23% | -6.10% | 0.12 | 0.06 | 0.37 |
|
Aditya Birla Sun Life Equity Savings Fund |
17 | The Aditya Birla Sun Life Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 15<sup>th</sup> 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. | 8.40% | 7.88% | -7.05% | -6.77% | 0.45 | 0.24 | 0.43 |
| 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 |
0.16
|
18 |
0.21
|
18 |
0.90
|
18 |
1.55
|
18 |
5.62
|
14 |
8.40
|
12 |
7.88
|
13 |
8.00
|
8 |
| Baroda BNP Paribas Equity Savings Fund |
0.49
|
1 |
0.66
|
4 |
3.14
|
2 |
3.36
|
2 |
6.34
|
11 |
8.88
|
11 |
6.98
|
17 |
|
|
| DSP Equity Savings Fund |
0.43
|
4 |
0.72
|
2 |
2.48
|
8 |
2.61
|
11 |
6.65
|
9 |
9.24
|
10 |
9.81
|
6 |
8.47
|
7 |
| Edelweiss Equity Savings Fund |
0.28
|
13 |
0.55
|
8 |
2.25
|
11 |
3.16
|
5 |
6.88
|
7 |
9.42
|
8 |
9.50
|
7 |
9.16
|
5 |
| Franklin India Equity Savings Fund |
0.17
|
17 |
0.32
|
16 |
1.50
|
15 |
2.18
|
14 |
6.08
|
12 |
6.87
|
17 |
9.24
|
9 |
7.63
|
11 |
| HDFC Equity Savings Fund |
0.37
|
7 |
0.70
|
3 |
2.88
|
4 |
3.00
|
7 |
7.33
|
6 |
9.48
|
7 |
12.44
|
1 |
9.57
|
3 |
| IDBI Equity Savings Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Equity Savings Fund |
0.25
|
14 |
0.36
|
14 |
1.19
|
17 |
1.68
|
16 |
4.65
|
16 |
7.30
|
16 |
7.46
|
14 |
7.08
|
13 |
| Invesco India Equity Savings Fund |
0.31
|
10 |
0.53
|
10 |
2.85
|
5 |
2.90
|
9 |
7.82
|
4 |
11.56
|
3 |
7.42
|
15 |
|
|
| Kotak Equity Savings Fund |
0.47
|
2 |
1.01
|
1 |
3.06
|
3 |
4.04
|
1 |
7.93
|
3 |
11.58
|
2 |
10.70
|
5 |
9.70
|
2 |
| Mirae Asset Equity Savings Fund |
0.38
|
5 |
0.60
|
7 |
2.33
|
9 |
2.19
|
13 |
6.65
|
10 |
9.34
|
9 |
10.87
|
4 |
|
|
| Nippon India Equity Savings Fund |
0.29
|
12 |
0.60
|
6 |
1.76
|
14 |
2.15
|
15 |
4.57
|
17 |
9.68
|
6 |
9.46
|
8 |
2.30
|
14 |
| SBI Equity Savings Fund |
0.20
|
16 |
0.47
|
12 |
2.29
|
10 |
3.30
|
3 |
10.72
|
1 |
14.51
|
1 |
11.32
|
3 |
10.24
|
1 |
| Sundaram Equity Savings Fund |
0.31
|
11 |
0.51
|
11 |
3.21
|
1 |
3.12
|
6 |
9.11
|
2 |
11.22
|
5 |
|
|
||
| Tata Equity Savings Fund |
0.34
|
8 |
0.41
|
13 |
2.23
|
12 |
2.71
|
10 |
5.42
|
15 |
7.86
|
15 |
8.52
|
11 |
7.99
|
9 |
| Union Equity Savings Fund |
0.34
|
9 |
0.55
|
9 |
2.16
|
13 |
2.52
|
12 |
5.78
|
13 |
7.88
|
14 |
7.18
|
16 |
7.64
|
10 |
| UTI Equity Savings Fund |
0.46
|
3 |
0.62
|
5 |
2.64
|
6 |
3.29
|
4 |
7.72
|
5 |
11.45
|
4 |
11.90
|
2 |
9.41
|
4 |
| PGIM India Equity Savings Fund |
0.21
|
15 |
0.26
|
17 |
1.23
|
16 |
1.63
|
17 |
3.53
|
18 |
6.38
|
18 |
8.23
|
12 |
7.33
|
12 |
| Axis Equity Saver Fund |
0.38
|
6 |
0.32
|
15 |
2.53
|
7 |
2.93
|
8 |
6.83
|
8 |
8.39
|
13 |
8.72
|
10 |
8.56
|
6 |
| 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 |
0.16
|
18 |
0.21
|
18 |
0.90
|
18 |
1.55
|
18 |
5.62
|
14 |
8.40
|
12 |
7.88
|
13 |
8.00
|
8 |
| Baroda BNP Paribas Equity Savings Fund |
0.49
|
1 |
0.66
|
4 |
3.14
|
2 |
3.36
|
2 |
6.34
|
11 |
8.88
|
11 |
6.98
|
17 |
|
|
| DSP Equity Savings Fund |
0.43
|
4 |
0.72
|
2 |
2.48
|
8 |
2.61
|
11 |
6.65
|
9 |
9.24
|
10 |
9.81
|
6 |
8.47
|
7 |
| Edelweiss Equity Savings Fund |
0.28
|
13 |
0.55
|
8 |
2.25
|
11 |
3.16
|
5 |
6.88
|
7 |
9.42
|
8 |
9.50
|
7 |
9.16
|
5 |
| Franklin India Equity Savings Fund |
0.17
|
17 |
0.32
|
16 |
1.50
|
15 |
2.18
|
14 |
6.08
|
12 |
6.87
|
17 |
9.24
|
9 |
7.63
|
11 |
| HDFC Equity Savings Fund |
0.37
|
7 |
0.70
|
3 |
2.88
|
4 |
3.00
|
7 |
7.33
|
6 |
9.48
|
7 |
12.44
|
1 |
9.57
|
3 |
| IDBI Equity Savings Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Equity Savings Fund |
0.25
|
14 |
0.36
|
14 |
1.19
|
17 |
1.68
|
16 |
4.65
|
16 |
7.30
|
16 |
7.46
|
14 |
7.08
|
13 |
| Invesco India Equity Savings Fund |
0.31
|
10 |
0.53
|
10 |
2.85
|
5 |
2.90
|
9 |
7.82
|
4 |
11.56
|
3 |
7.42
|
15 |
|
|
| Kotak Equity Savings Fund |
0.47
|
2 |
1.01
|
1 |
3.06
|
3 |
4.04
|
1 |
7.93
|
3 |
11.58
|
2 |
10.70
|
5 |
9.70
|
2 |
| Mirae Asset Equity Savings Fund |
0.38
|
5 |
0.60
|
7 |
2.33
|
9 |
2.19
|
13 |
6.65
|
10 |
9.34
|
9 |
10.87
|
4 |
|
|
| Nippon India Equity Savings Fund |
0.29
|
12 |
0.60
|
6 |
1.76
|
14 |
2.15
|
15 |
4.57
|
17 |
9.68
|
6 |
9.46
|
8 |
2.30
|
14 |
| SBI Equity Savings Fund |
0.20
|
16 |
0.47
|
12 |
2.29
|
10 |
3.30
|
3 |
10.72
|
1 |
14.51
|
1 |
11.32
|
3 |
10.24
|
1 |
| Sundaram Equity Savings Fund |
0.31
|
11 |
0.51
|
11 |
3.21
|
1 |
3.12
|
6 |
9.11
|
2 |
11.22
|
5 |
|
|
||
| Tata Equity Savings Fund |
0.34
|
8 |
0.41
|
13 |
2.23
|
12 |
2.71
|
10 |
5.42
|
15 |
7.86
|
15 |
8.52
|
11 |
7.99
|
9 |
| Union Equity Savings Fund |
0.34
|
9 |
0.55
|
9 |
2.16
|
13 |
2.52
|
12 |
5.78
|
13 |
7.88
|
14 |
7.18
|
16 |
7.64
|
10 |
| UTI Equity Savings Fund |
0.46
|
3 |
0.62
|
5 |
2.64
|
6 |
3.29
|
4 |
7.72
|
5 |
11.45
|
4 |
11.90
|
2 |
9.41
|
4 |
| PGIM India Equity Savings Fund |
0.21
|
15 |
0.26
|
17 |
1.23
|
16 |
1.63
|
17 |
3.53
|
18 |
6.38
|
18 |
8.23
|
12 |
7.33
|
12 |
| Axis Equity Saver Fund |
0.38
|
6 |
0.32
|
15 |
2.53
|
7 |
2.93
|
8 |
6.83
|
8 |
8.39
|
13 |
8.72
|
10 |
8.56
|
6 |
| 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 |
0.60
|
16 |
1.90
|
13 |
5.47
|
8 |
3.45
|
17 |
8.69
|
9 |
| Axis Equity Saver Fund |
0.78
|
8 |
1.89
|
14 |
5.48
|
7 |
5.38
|
12 |
8.74
|
8 |
| Franklin India Equity Savings Fund |
0.72
|
10 |
2.00
|
10 |
4.78
|
15 |
6.24
|
7 |
8.47
|
10 |
| Mirae Asset Equity Savings Fund |
0.75
|
9 |
2.40
|
8 |
5.88
|
4 |
6.90
|
4 |
11.99
|
1 |
| Dsp Equity Savings Fund |
0.66
|
11 |
1.77
|
16 |
4.86
|
12 |
6.62
|
5 |
8.75
|
7 |
| Edelweiss Equity Savings Fund |
0.90
|
4 |
2.46
|
5 |
5.35
|
9 |
6.20
|
8 |
9.71
|
5 |
| Hdfc Equity Savings Fund |
0.90
|
3 |
2.51
|
4 |
5.67
|
5 |
8.13
|
2 |
10.41
|
2 |
| Idfc Equity Savings Fund |
0.51
|
17 |
1.60
|
17 |
4.15
|
17 |
5.35
|
13 |
7.79
|
15 |
| Invesco India Equity Savings Fund |
0.84
|
6 |
1.99
|
11 |
4.85
|
13 |
3.59
|
16 |
|
|
| Kotak Equity Savings Fund |
0.88
|
5 |
2.59
|
3 |
6.04
|
3 |
8.53
|
1 |
9.56
|
6 |
| Nippon India Equity Savings Fund |
0.61
|
15 |
2.43
|
7 |
5.21
|
10 |
6.60
|
6 |
-0.19
|
16 |
| Pgim India Equity Savings Fund |
0.48
|
18 |
1.53
|
18 |
3.39
|
18 |
5.96
|
9 |
7.86
|
14 |
| Sbi Equity Saving Fund |
1.11
|
1 |
3.34
|
1 |
5.65
|
6 |
5.91
|
10 |
10.25
|
3 |
| Tata Equity Savings Fund |
0.65
|
13 |
2.00
|
9 |
4.61
|
16 |
5.90
|
11 |
8.16
|
12 |
| Union Equity Savings Fund |
0.63
|
14 |
1.85
|
15 |
4.81
|
14 |
4.16
|
15 |
7.91
|
13 |
| Uti Equity Savings Fund |
0.92
|
2 |
2.78
|
2 |
6.54
|
1 |
8.08
|
3 |
9.72
|
4 |
| Baroda Bnp Paribas Equity Savings Fund |
0.65
|
12 |
1.98
|
12 |
5.21
|
11 |
4.80
|
14 |
|
|
| Sundaram Equity Savings Fund |
0.82
|
7 |
2.43
|
6 |
6.16
|
2 |
|
|
||
| Idbi Equity Savings Fund |
|
|
|
|
8.35
|
11 | ||||
| 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 |
0.68
|
15 |
2.12
|
13 |
6.00
|
7 |
4.64
|
17 |
9.81
|
10 |
| Axis Equity Saver Fund |
0.91
|
7 |
2.22
|
12 |
6.15
|
5 |
6.85
|
10 |
10.20
|
8 |
| Franklin India Equity Savings Fund |
0.79
|
9 |
2.22
|
11 |
5.54
|
12 |
7.61
|
6 |
10.04
|
9 |
| Mirae Asset Equity Savings Fund |
0.82
|
8 |
2.66
|
6 |
6.40
|
3 |
7.98
|
4 |
13.19
|
1 |
| Dsp Equity Savings Fund |
0.73
|
10 |
1.99
|
15 |
5.34
|
13 |
7.68
|
5 |
10.29
|
7 |
| Edelweiss Equity Savings Fund |
0.99
|
2 |
2.81
|
4 |
6.07
|
6 |
7.60
|
7 |
11.01
|
3 |
| Hdfc Equity Savings Fund |
0.98
|
4 |
2.76
|
5 |
6.15
|
4 |
9.14
|
2 |
11.30
|
2 |
| Idfc Equity Savings Fund |
0.60
|
16 |
1.85
|
16 |
4.68
|
16 |
6.49
|
13 |
8.92
|
14 |
| Invesco India Equity Savings Fund |
0.97
|
6 |
2.38
|
8 |
5.70
|
10 |
5.37
|
15 |
|
|
| Kotak Equity Savings Fund |
0.97
|
5 |
2.86
|
3 |
6.60
|
2 |
9.60
|
1 |
10.61
|
6 |
| Nippon India Equity Savings Fund |
0.68
|
13 |
2.63
|
7 |
5.69
|
11 |
7.52
|
8 |
0.65
|
16 |
| Pgim India Equity Savings Fund |
0.55
|
17 |
1.73
|
17 |
3.80
|
17 |
6.84
|
11 |
9.09
|
13 |
| Sbi Equity Saving Fund |
1.16
|
1 |
3.48
|
1 |
5.92
|
8 |
6.56
|
12 |
10.95
|
4 |
| Tata Equity Savings Fund |
0.71
|
12 |
2.23
|
10 |
5.00
|
15 |
7.19
|
9 |
9.39
|
12 |
| Union Equity Savings Fund |
0.68
|
14 |
2.02
|
14 |
5.05
|
14 |
4.83
|
16 |
8.53
|
15 |
| Uti Equity Savings Fund |
0.98
|
3 |
2.99
|
2 |
6.98
|
1 |
8.97
|
3 |
10.66
|
5 |
| Baroda Bnp Paribas Equity Savings Fund |
0.73
|
11 |
2.27
|
9 |
5.74
|
9 |
6.00
|
14 |
|
|
| Idbi Equity Savings Fund |
|
|
|
|
9.42
|
11 | ||||
| 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
|
17 |
-3.88
|
17 |
6.15
|
15 |
3.97
|
16 |
| Baroda Bnp Paribas Equity Savings Fund |
-4.02
|
9 |
-3.73
|
10 |
-1.18
|
8 |
4.03
|
4 |
2.72
|
4 |
| Dsp Equity Savings Fund |
-4.64
|
12 |
-2.67
|
7 |
-0.99
|
5 |
4.65
|
8 |
3.33
|
8 |
| Edelweiss Equity Savings Fund |
-4.00
|
8 |
-2.94
|
8 |
-1.19
|
9 |
4.45
|
6 |
3.02
|
6 |
| Franklin India Equity Savings Fund |
-4.43
|
11 |
-4.01
|
13 |
-1.36
|
11 |
5.53
|
12 |
3.66
|
12 |
| Hdfc Equity Savings Fund |
-4.67
|
13 |
-2.96
|
9 |
-1.24
|
10 |
6.37
|
16 |
3.97
|
15 |
| Idbi Equity Savings Fund |
|
|
|
|
|
|||||
| Idfc Equity Savings Fund |
-1.93
|
2 |
-2.09
|
3 |
-0.83
|
4 |
3.34
|
1 |
2.13
|
2 |
| Invesco India Equity Savings Fund |
-6.10
|
16 |
-6.23
|
15 |
-2.48
|
15 |
4.88
|
9 |
3.51
|
11 |
| Kotak Equity Savings Fund |
-2.52
|
3 |
-1.66
|
2 |
-0.66
|
2 |
3.92
|
3 |
2.71
|
3 |
| Mirae Asset Equity Savings Fund |
-5.23
|
14 |
-3.89
|
11 |
-1.65
|
13 |
5.77
|
14 |
3.79
|
14 |
| Nippon India Equity Savings Fund |
-3.97
|
7 |
-2.67
|
6 |
-0.81
|
3 |
5.30
|
10 |
3.43
|
9 |
| Sbi Equity Savings Fund |
-4.14
|
10 |
-4.29
|
14 |
-1.83
|
14 |
5.67
|
13 |
3.70
|
13 |
| Sundaram Equity Savings Fund |
|
|
|
|
|
|||||
| Tata Equity Savings Fund |
-3.67
|
4 |
-2.63
|
5 |
-1.04
|
6 |
4.45
|
5 |
3.04
|
7 |
| Union Equity Savings Fund |
-3.97
|
6 |
-3.91
|
12 |
-1.53
|
12 |
4.51
|
7 |
2.99
|
5 |
| Uti Equity Savings Fund |
-3.80
|
5 |
-2.43
|
4 |
-1.18
|
7 |
5.32
|
11 |
3.50
|
10 |
| Pgim India Equity Savings Fund |
-1.73
|
1 |
-1.16
|
1 |
-0.47
|
1 |
3.54
|
2 |
2.04
|
1 |
| Axis Equity Saver Fund |
-5.94
|
15 |
-6.41
|
16 |
-2.85
|
16 |
6.54
|
17 |
4.41
|
17 |
| 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 |
0.45
|
13 |
0.24
|
13 |
0.58
|
15 |
0.43
|
-1.05
|
2 | 0.97 | 2 |
0.81
|
3 |
0.03
|
2 |
0.77
|
2 |
-3.4033
|
3 |
| Baroda Bnp Paribas Equity Savings Fund |
0.00
|
17 |
0.01
|
17 |
0.51
|
16 |
0.43
|
|
|
|
|
|
|||||||
| Dsp Equity Savings Fund |
0.77
|
6 |
0.38
|
9 |
0.85
|
7 |
0.40
|
|
|
|
|
|
|||||||
| Edelweiss Equity Savings Fund |
0.66
|
9 |
0.35
|
10 |
0.79
|
10 |
0.37
|
|
|
|
|
|
|||||||
| Franklin India Equity Savings Fund |
0.75
|
7 |
0.40
|
6 |
0.81
|
9 |
0.45
|
|
|
|
|
|
|||||||
| Hdfc Equity Savings Fund |
1.04
|
3 |
0.67
|
2 |
1.09
|
1 |
0.40
|
|
|
|
|
|
|||||||
| Idbi Equity Savings Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Idfc Equity Savings Fund |
0.39
|
14 |
0.21
|
14 |
0.69
|
12 |
0.42
|
|
|
|
|
|
|||||||
| Invesco India Equity Savings Fund |
0.12
|
16 |
0.06
|
16 |
0.47
|
17 |
0.37
|
|
|
|
|
|
|||||||
| Kotak Equity Savings Fund |
1.06
|
2 |
0.60
|
4 |
0.98
|
3 |
0.40
|
|
|
|
|
|
|||||||
| Mirae Asset Equity Savings Fund |
0.85
|
5 |
0.49
|
5 |
0.88
|
5 |
0.38
|
|
|
|
|
|
|||||||
| Nippon India Equity Savings Fund |
0.69
|
8 |
0.39
|
8 |
0.86
|
6 |
0.40
|
|
|
|
|
|
|||||||
| Sbi Equity Savings Fund |
1.03
|
4 |
0.61
|
3 |
0.93
|
4 |
0.44
|
|
|
|
|
|
|||||||
| Sundaram Equity Savings Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Tata Equity Savings Fund |
0.56
|
11 |
0.29
|
11 |
0.77
|
11 |
0.38
|
|
|
|
|
|
|||||||
| Union Equity Savings Fund |
0.28
|
15 |
0.14
|
15 |
0.60
|
14 |
0.39
|
-2.10
|
3 | 1.09 | 1 |
0.91
|
1 |
0.01
|
3 |
0.67
|
3 |
-1.1947
|
2 |
| Uti Equity Savings Fund |
1.13
|
1 |
0.69
|
1 |
1.08
|
2 |
0.41
|
2.58
|
1 | 0.95 | 3 |
0.89
|
2 |
0.06
|
1 |
1.05
|
1 |
1.1974
|
1 |
| Pgim India Equity Savings Fund |
0.63
|
10 |
0.39
|
7 |
0.84
|
8 |
0.42
|
|
|
|
|
|
|||||||
| Axis Equity Saver Fund |
0.53
|
12 |
0.28
|
12 |
0.65
|
13 |
0.39
|
|
|
|
|
|
|||||||
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल 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.