Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Focussed Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Icici Prudential Focused Equity Fund |
1 | The Icici Prudential Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% 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. | 17.77% | 23.42% | -9.93% | -13.05% | 1.26 | 0.76 | 0.38 |
|
Hdfc Focused 30 Fund |
2 | The Hdfc Focused 30 Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% 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. | 18.46% | 29.82% | -5.26% | -14.60% | 1.64 | 1.09 | 0.39 |
|
Iifl Focused Equity Fund |
3 | The Iifl Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% 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 second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 18.48% | 20.51% | -15.22% | -14.79% | 1.25 | 0.73 | 0.43 |
|
Franklin India Focused Equity Fund |
4 | The Franklin India Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% 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 13% of the KPIs that are in bottom quartile. | 13.51% | 24.32% | -10.52% | -11.57% | 1.40 | 0.98 | 0.41 |
|
Tata Focused Equity Fund |
5 | The Tata Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 19% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 14.93% | 20.62% | -11.00% | -13.17% | 1.11 | 0.65 | 0.37 |
|
Jm Focused Fund |
6 | The Jm Focused Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 24.87% | 18.69% | -13.36% | -15.24% | 1.02 | 0.59 | 0.44 |
|
Nippon India Focused Equity Fund |
7 | The Nippon India Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 15.26% | 24.01% | -9.43% | -14.82% | 1.20 | 0.77 | 0.41 |
|
Quant Focused Fund |
8 | The Quant Focused Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% 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 13% of the KPIs that are in bottom quartile. | 15.56% | 24.37% | -10.78% | -17.37% | 1.15 | 0.67 | 0.36 |
|
Union Focused Fund |
9 | The Union Focused Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 19% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 24% of the KPIs that are in bottom quartile. | 11.51% | 18.32% | -11.64% | -11.74% | 1.08 | 0.61 | 0.36 |
|
Kotak Focused Equity Fund |
10 | The Kotak Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. | 11.64% | 18.12% | -11.80% | -14.24% | 1.00 | 0.57 | 0.38 |
|
Aditya Birla Sun Life Focused Equity Fund |
11 | The Aditya Birla Sun Life Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 10.93% | 16.40% | -12.04% | -13.53% | 0.91 | 0.52 | 0.38 |
|
Hsbc Focused Equity Fund |
12 | The Hsbc Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 16.54% | 18.55% | -15.02% | -15.45% | 0.91 | 0.52 | 0.39 |
|
Idfc Focused Equity Fund |
14 | The Idfc Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 16.95% | 14.24% | -13.63% | -14.12% | 0.61 | 0.33 | 0.40 |
|
Sbi Focused Equity Fund |
15 | The Sbi Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 15.59% | 17.51% | -18.45% | -14.56% | 0.97 | 0.56 | 0.43 |
|
Motilal Oswal Focused 25 Fund (Mof25) |
16 | The Motilal Oswal Focused 25 Fund (Mof25) is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in 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. | 12.36% | 12.75% | -14.03% | -17.31% | 0.61 | 0.35 | 0.39 |
|
Dsp Focus Fund |
17 | The Dsp Focus Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 20.37% | 16.07% | -16.54% | -16.84% | 0.75 | 0.42 | 0.42 |
|
Invesco India Focused 20 Equity Fund |
18 | The Invesco India Focused 20 Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. | 19.56% | 19.31% | -17.59% | -16.52% | 0.87 | 0.44 | 0.38 |
****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.
| 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 Focused Equity Fund |
1.01
|
11 |
1.54
|
9 |
5.59
|
21 |
4.56
|
17 |
11.92
|
20 |
10.93
|
23 |
16.40
|
15 |
13.67
|
8 |
| Baroda BNP Paribas Focused Fund |
1.27
|
1 |
1.18
|
14 |
6.67
|
12 |
5.15
|
15 |
13.58
|
13 |
14.56
|
15 |
|
|
||
| Canara Robeco Focused Equity Fund |
0.77
|
17 |
0.70
|
22 |
5.55
|
22 |
4.03
|
22 |
11.33
|
22 |
11.76
|
20 |
|
|
||
| DSP Focus Fund |
1.11
|
4 |
1.97
|
3 |
8.66
|
3 |
7.42
|
3 |
19.32
|
4 |
20.37
|
2 |
16.07
|
16 |
13.47
|
9 |
| Edelweiss Focused Equity Fund |
1.04
|
9 |
1.02
|
18 |
5.83
|
19 |
3.95
|
23 |
11.26
|
23 |
14.51
|
16 |
|
|
||
| Franklin India Focused Equity Fund |
1.19
|
2 |
1.18
|
15 |
5.89
|
18 |
4.42
|
18 |
14.05
|
12 |
13.51
|
17 |
24.32
|
4 |
17.13
|
6 |
| HDFC Focused 30 Fund |
1.01
|
10 |
1.61
|
6 |
6.56
|
13 |
6.66
|
7 |
16.26
|
7 |
18.46
|
5 |
29.82
|
1 |
17.24
|
3 |
| HSBC Focused Equity Fund |
0.81
|
16 |
1.10
|
16 |
7.33
|
6 |
6.84
|
6 |
15.01
|
10 |
16.54
|
9 |
18.55
|
11 |
|
|
| ICICI Prudential Focused Equity Fund |
0.67
|
20 |
1.35
|
12 |
7.23
|
7 |
6.13
|
10 |
16.06
|
8 |
17.77
|
6 |
23.42
|
6 |
17.16
|
4 |
| IDBI Focused 30 Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Focused Equity Fund |
0.38
|
23 |
1.20
|
13 |
7.58
|
5 |
5.89
|
11 |
11.97
|
19 |
16.95
|
8 |
14.24
|
17 |
12.12
|
12 |
| Iifl Focused Equity Fund |
1.04
|
8 |
1.58
|
8 |
6.03
|
17 |
5.61
|
13 |
14.85
|
11 |
18.48
|
4 |
20.51
|
8 |
21.35
|
1 |
| Invesco India Focused 20 Equity Fund |
1.15
|
3 |
2.50
|
1 |
9.75
|
1 |
11.20
|
1 |
22.66
|
1 |
19.56
|
3 |
19.31
|
9 |
|
|
| JM Focused Fund |
0.60
|
21 |
0.97
|
20 |
7.98
|
4 |
7.14
|
5 |
21.24
|
2 |
24.87
|
1 |
18.69
|
10 |
13.38
|
10 |
| Kotak Focused Equity Fund |
1.08
|
5 |
1.50
|
10 |
6.39
|
14 |
4.95
|
16 |
12.06
|
18 |
11.64
|
21 |
18.12
|
13 |
|
|
| Mahindra Manulife Focused Equity Yojana |
0.91
|
12 |
1.93
|
5 |
7.00
|
9 |
7.34
|
4 |
17.40
|
5 |
17.01
|
7 |
24.71
|
2 |
|
|
| Motilal Oswal Focused 25 Fund (Mof25) |
1.05
|
7 |
2.30
|
2 |
6.87
|
10 |
6.45
|
8 |
12.70
|
17 |
12.36
|
18 |
12.75
|
18 |
13.29
|
11 |
| Quant Focused Fund |
0.21
|
24 |
1.58
|
7 |
9.16
|
2 |
7.75
|
2 |
20.29
|
3 |
15.56
|
12 |
24.37
|
3 |
17.14
|
5 |
| Nippon India Focused Equity Fund |
0.83
|
14 |
1.93
|
4 |
6.79
|
11 |
5.45
|
14 |
16.71
|
6 |
15.26
|
13 |
24.01
|
5 |
17.30
|
2 |
| SBI Focused Equity Fund |
0.39
|
22 |
0.65
|
23 |
4.77
|
24 |
4.42
|
19 |
13.14
|
15 |
15.59
|
11 |
17.51
|
14 |
16.18
|
7 |
| Sundaram Focused Fund |
0.73
|
19 |
0.48
|
24 |
5.80
|
20 |
3.33
|
24 |
11.77
|
21 |
12.08
|
19 |
|
|
||
| Tata Focused Equity Fund |
1.06
|
6 |
1.41
|
11 |
7.06
|
8 |
6.22
|
9 |
15.39
|
9 |
14.93
|
14 |
20.62
|
7 |
|
|
| Union Focused Fund |
0.83
|
15 |
0.92
|
21 |
5.28
|
23 |
4.33
|
20 |
12.78
|
16 |
11.51
|
22 |
18.32
|
12 |
|
|
| UTI Focused Equity Fund |
0.75
|
18 |
1.01
|
19 |
6.34
|
16 |
5.80
|
12 |
13.40
|
14 |
16.50
|
10 |
|
|
||
| Axis Focused 25 Fund |
0.86
|
13 |
1.07
|
17 |
6.34
|
15 |
4.32
|
21 |
7.42
|
24 |
6.27
|
24 |
7.98
|
19 |
10.56
|
13 |
| 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 Focused Equity Fund |
1.01
|
11 |
1.54
|
9 |
5.59
|
21 |
4.56
|
17 |
11.92
|
20 |
10.93
|
23 |
16.40
|
15 |
13.67
|
8 |
| Baroda BNP Paribas Focused Fund |
1.27
|
1 |
1.18
|
14 |
6.67
|
12 |
5.15
|
15 |
13.58
|
13 |
14.56
|
15 |
|
|
||
| Canara Robeco Focused Equity Fund |
0.77
|
17 |
0.70
|
22 |
5.55
|
22 |
4.03
|
22 |
11.33
|
22 |
11.76
|
20 |
|
|
||
| DSP Focus Fund |
1.11
|
4 |
1.97
|
3 |
8.66
|
3 |
7.42
|
3 |
19.32
|
4 |
20.37
|
2 |
16.07
|
16 |
13.47
|
9 |
| Edelweiss Focused Equity Fund |
1.04
|
9 |
1.02
|
18 |
5.83
|
19 |
3.95
|
23 |
11.26
|
23 |
14.51
|
16 |
|
|
||
| Franklin India Focused Equity Fund |
1.19
|
2 |
1.18
|
15 |
5.89
|
18 |
4.42
|
18 |
14.05
|
12 |
13.51
|
17 |
24.32
|
4 |
17.13
|
6 |
| HDFC Focused 30 Fund |
1.01
|
10 |
1.61
|
6 |
6.56
|
13 |
6.66
|
7 |
16.26
|
7 |
18.46
|
5 |
29.82
|
1 |
17.24
|
3 |
| HSBC Focused Equity Fund |
0.81
|
16 |
1.10
|
16 |
7.33
|
6 |
6.84
|
6 |
15.01
|
10 |
16.54
|
9 |
18.55
|
11 |
|
|
| ICICI Prudential Focused Equity Fund |
0.67
|
20 |
1.35
|
12 |
7.23
|
7 |
6.13
|
10 |
16.06
|
8 |
17.77
|
6 |
23.42
|
6 |
17.16
|
4 |
| IDBI Focused 30 Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Focused Equity Fund |
0.38
|
23 |
1.20
|
13 |
7.58
|
5 |
5.89
|
11 |
11.97
|
19 |
16.95
|
8 |
14.24
|
17 |
12.12
|
12 |
| Iifl Focused Equity Fund |
1.04
|
8 |
1.58
|
8 |
6.03
|
17 |
5.61
|
13 |
14.85
|
11 |
18.48
|
4 |
20.51
|
8 |
21.35
|
1 |
| Invesco India Focused 20 Equity Fund |
1.15
|
3 |
2.50
|
1 |
9.75
|
1 |
11.20
|
1 |
22.66
|
1 |
19.56
|
3 |
19.31
|
9 |
|
|
| JM Focused Fund |
0.60
|
21 |
0.97
|
20 |
7.98
|
4 |
7.14
|
5 |
21.24
|
2 |
24.87
|
1 |
18.69
|
10 |
13.38
|
10 |
| Kotak Focused Equity Fund |
1.08
|
5 |
1.50
|
10 |
6.39
|
14 |
4.95
|
16 |
12.06
|
18 |
11.64
|
21 |
18.12
|
13 |
|
|
| Mahindra Manulife Focused Equity Yojana |
0.91
|
12 |
1.93
|
5 |
7.00
|
9 |
7.34
|
4 |
17.40
|
5 |
17.01
|
7 |
24.71
|
2 |
|
|
| Motilal Oswal Focused 25 Fund (Mof25) |
1.05
|
7 |
2.30
|
2 |
6.87
|
10 |
6.45
|
8 |
12.70
|
17 |
12.36
|
18 |
12.75
|
18 |
13.29
|
11 |
| Quant Focused Fund |
0.21
|
24 |
1.58
|
7 |
9.16
|
2 |
7.75
|
2 |
20.29
|
3 |
15.56
|
12 |
24.37
|
3 |
17.14
|
5 |
| Nippon India Focused Equity Fund |
0.83
|
14 |
1.93
|
4 |
6.79
|
11 |
5.45
|
14 |
16.71
|
6 |
15.26
|
13 |
24.01
|
5 |
17.30
|
2 |
| SBI Focused Equity Fund |
0.39
|
22 |
0.65
|
23 |
4.77
|
24 |
4.42
|
19 |
13.14
|
15 |
15.59
|
11 |
17.51
|
14 |
16.18
|
7 |
| Sundaram Focused Fund |
0.73
|
19 |
0.48
|
24 |
5.80
|
20 |
3.33
|
24 |
11.77
|
21 |
12.08
|
19 |
|
|
||
| Tata Focused Equity Fund |
1.06
|
6 |
1.41
|
11 |
7.06
|
8 |
6.22
|
9 |
15.39
|
9 |
14.93
|
14 |
20.62
|
7 |
|
|
| Union Focused Fund |
0.83
|
15 |
0.92
|
21 |
5.28
|
23 |
4.33
|
20 |
12.78
|
16 |
11.51
|
22 |
18.32
|
12 |
|
|
| UTI Focused Equity Fund |
0.75
|
18 |
1.01
|
19 |
6.34
|
16 |
5.80
|
12 |
13.40
|
14 |
16.50
|
10 |
|
|
||
| Axis Focused 25 Fund |
0.86
|
13 |
1.07
|
17 |
6.34
|
15 |
4.32
|
21 |
7.42
|
24 |
6.27
|
24 |
7.98
|
19 |
10.56
|
13 |
| 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 Focused Equity Fund |
1.07
|
14 |
3.06
|
16 |
8.80
|
15 |
8.26
|
13 |
15.37
|
9 |
| Axis Focused 25 Fund |
0.14
|
24 |
0.17
|
24 |
5.31
|
23 |
-1.50
|
19 |
14.70
|
10 |
| Franklin India Focused Equity Fund |
1.30
|
9 |
3.83
|
10 |
10.46
|
7 |
12.70
|
3 |
19.48
|
5 |
| Dsp Focus Fund |
1.49
|
8 |
2.76
|
21 |
10.06
|
11 |
4.95
|
17 |
12.32
|
13 |
| Hdfc Focused 30 Fund |
1.69
|
3 |
4.98
|
3 |
11.30
|
4 |
20.77
|
1 |
16.42
|
7 |
| Icici Prudential Focused Equity Fund |
1.25
|
10 |
4.19
|
7 |
11.54
|
3 |
12.49
|
4 |
19.87
|
4 |
| Idfc Focused Equity Fund |
0.64
|
22 |
2.02
|
23 |
9.03
|
14 |
6.15
|
16 |
13.57
|
11 |
| Iifl Focused Equity Fund |
1.14
|
12 |
4.28
|
6 |
11.73
|
2 |
11.59
|
5 |
21.47
|
1 |
| Jm Core 11 Fund |
2.31
|
1 |
6.03
|
1 |
12.10
|
1 |
10.24
|
9 |
9.11
|
14 |
| Kotak Focused Equity Fund |
1.02
|
15 |
2.44
|
22 |
8.16
|
20 |
8.18
|
14 |
|
|
| Motilal Oswal Focused 25 Fund (Mof25) |
0.74
|
21 |
3.05
|
17 |
8.01
|
22 |
4.05
|
18 |
13.30
|
12 |
| Nippon India Focused Equity Fund |
2.08
|
2 |
3.67
|
11 |
8.69
|
17 |
11.56
|
6 |
20.38
|
3 |
| Quant Focused Fund |
1.53
|
6 |
3.59
|
12 |
10.37
|
8 |
10.73
|
7 |
21.03
|
2 |
| Sbi Focused Equity Fund |
0.82
|
19 |
4.11
|
9 |
8.75
|
16 |
9.09
|
12 |
17.47
|
6 |
| Tata Focused Equity Fund |
1.57
|
4 |
4.93
|
4 |
9.86
|
12 |
10.53
|
8 |
|
|
| Union Focused Fund |
1.10
|
13 |
2.85
|
19 |
8.65
|
18 |
9.24
|
10 |
|
|
| Hsbc Focused Equity Fund |
1.21
|
11 |
4.35
|
5 |
10.23
|
10 |
9.17
|
11 |
|
|
| Invesco India Focused 20 Equity Fund |
1.55
|
5 |
4.13
|
8 |
8.05
|
21 |
7.66
|
15 |
|
|
| Mahindra Manulife Focused Equity Yojana |
1.52
|
7 |
5.13
|
2 |
10.78
|
6 |
14.05
|
2 |
|
|
| Canara Robeco Focused Equity Fund |
0.81
|
20 |
3.12
|
14 |
9.64
|
13 |
|
|
||
| Uti Focused Equity Fund |
0.63
|
23 |
2.96
|
18 |
11.16
|
5 |
|
|
||
| Sundaram Focused Fund |
0.86
|
17 |
3.15
|
13 |
10.26
|
9 |
|
|
||
| Baroda Bnp Paribas Focused Fund |
1.00
|
16 |
2.85
|
20 |
8.57
|
19 |
|
|
||
| Edelweiss Focused Equity Fund |
0.84
|
18 |
3.07
|
15 |
|
|
|
|||
| Idbi Focused 30 Equity Fund |
|
|
|
|
15.74
|
8 | ||||
| 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 Focused Equity Fund |
1.16
|
15 |
3.32
|
19 |
9.30
|
16 |
9.24
|
15 |
16.42
|
9 |
| Axis Focused 25 Fund |
0.23
|
24 |
0.40
|
24 |
5.79
|
23 |
-0.37
|
19 |
16.05
|
10 |
| Franklin India Focused Equity Fund |
1.36
|
9 |
4.05
|
10 |
10.91
|
9 |
13.58
|
4 |
20.47
|
5 |
| Dsp Focus Fund |
1.58
|
8 |
3.03
|
21 |
10.65
|
12 |
6.06
|
17 |
13.54
|
13 |
| Hdfc Focused 30 Fund |
1.79
|
3 |
5.32
|
3 |
12.08
|
5 |
22.41
|
1 |
17.62
|
7 |
| Icici Prudential Focused Equity Fund |
1.34
|
11 |
4.51
|
7 |
12.24
|
3 |
13.98
|
3 |
21.30
|
3 |
| Idfc Focused Equity Fund |
0.76
|
23 |
2.34
|
23 |
9.71
|
14 |
7.62
|
16 |
15.13
|
11 |
| Iifl Focused Equity Fund |
1.23
|
12 |
4.54
|
6 |
12.27
|
2 |
12.84
|
6 |
22.93
|
2 |
| Jm Core 11 Fund |
2.39
|
1 |
6.24
|
1 |
12.59
|
1 |
11.25
|
9 |
10.54
|
14 |
| Kotak Focused Equity Fund |
1.14
|
16 |
2.84
|
22 |
8.97
|
20 |
9.92
|
13 |
|
|
| Motilal Oswal Focused 25 Fund (Mof25) |
0.84
|
21 |
3.35
|
16 |
8.63
|
22 |
5.31
|
18 |
14.70
|
12 |
| Nippon India Focused Equity Fund |
2.14
|
2 |
3.83
|
12 |
9.03
|
19 |
12.32
|
8 |
21.20
|
4 |
| Quant Focused Fund |
1.67
|
7 |
4.00
|
11 |
11.29
|
7 |
12.91
|
5 |
23.20
|
1 |
| Sbi Focused Equity Fund |
0.90
|
20 |
4.34
|
9 |
9.25
|
17 |
10.15
|
12 |
18.72
|
6 |
| Tata Focused Equity Fund |
1.71
|
4 |
5.32
|
4 |
10.84
|
11 |
12.35
|
7 |
|
|
| Union Focused Fund |
1.21
|
13 |
3.10
|
20 |
9.13
|
18 |
10.28
|
11 |
|
|
| Hsbc Focused Equity Fund |
1.35
|
10 |
4.66
|
5 |
11.11
|
8 |
10.89
|
10 |
|
|
| Invesco India Focused 20 Equity Fund |
1.71
|
5 |
4.48
|
8 |
8.84
|
21 |
9.35
|
14 |
|
|
| Mahindra Manulife Focused Equity Yojana |
1.67
|
6 |
5.57
|
2 |
11.76
|
6 |
16.26
|
2 |
|
|
| Canara Robeco Focused Equity Fund |
0.92
|
19 |
3.50
|
13 |
10.54
|
13 |
|
|
||
| Uti Focused Equity Fund |
0.76
|
22 |
3.32
|
18 |
12.14
|
4 |
|
|
||
| Sundaram Focused Fund |
0.95
|
18 |
3.41
|
15 |
10.87
|
10 |
|
|
||
| Baroda Bnp Paribas Focused Fund |
1.17
|
14 |
3.33
|
17 |
9.52
|
15 |
|
|
||
| Edelweiss Focused Equity Fund |
0.98
|
17 |
3.49
|
14 |
|
|
|
|||
| Idbi Focused 30 Equity Fund |
|
|
|
|
16.80
|
8 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Focused Equity Fund |
-13.53
|
5 |
-12.04
|
9 |
-5.81
|
13 |
13.63
|
6 |
9.17
|
5 |
| Baroda Bnp Paribas Focused Fund |
|
|
|
|
|
|||||
| Dsp Focus Fund |
-16.84
|
15 |
-16.54
|
15 |
-8.37
|
16 |
14.08
|
9 |
9.34
|
7 |
| Franklin India Focused Equity Fund |
-11.57
|
1 |
-10.52
|
4 |
-4.07
|
3 |
16.05
|
16 |
9.92
|
13 |
| Hdfc Focused 30 Fund |
-14.60
|
9 |
-5.26
|
1 |
-2.86
|
1 |
14.62
|
12 |
9.56
|
9 |
| Hsbc Focused Equity Fund |
-15.45
|
13 |
-15.02
|
13 |
-5.03
|
12 |
15.24
|
13 |
10.23
|
15 |
| Icici Prudential Focused Equity Fund |
-13.05
|
3 |
-9.93
|
3 |
-4.13
|
5 |
13.90
|
7 |
9.35
|
8 |
| Idbi Focused 30 Equity Fund |
|
|
|
|
|
|||||
| Idfc Focused Equity Fund |
-14.12
|
6 |
-13.63
|
11 |
-4.93
|
11 |
12.41
|
2 |
8.33
|
1 |
| Iifl Focused Equity Fund |
-14.79
|
10 |
-15.22
|
14 |
-7.59
|
15 |
13.54
|
5 |
9.17
|
6 |
| Invesco India Focused 20 Equity Fund |
-16.52
|
14 |
-17.59
|
16 |
-9.05
|
17 |
13.49
|
4 |
9.80
|
12 |
| Jm Focused Fund |
-15.24
|
12 |
-13.36
|
10 |
-4.88
|
10 |
15.25
|
14 |
10.08
|
14 |
| Kotak Focused Equity Fund |
-14.24
|
7 |
-11.80
|
8 |
-4.73
|
9 |
13.01
|
3 |
8.71
|
3 |
| Motilal Oswal Focused 25 Fund (Mof25) |
-17.31
|
16 |
-14.03
|
12 |
-4.45
|
7 |
13.94
|
8 |
9.15
|
4 |
| Quant Focused Fund |
-17.37
|
17 |
-10.78
|
5 |
-3.74
|
2 |
15.69
|
15 |
10.68
|
17 |
| Nippon India Focused Equity Fund |
-14.82
|
11 |
-9.43
|
2 |
-4.59
|
8 |
16.87
|
17 |
10.54
|
16 |
| Sbi Focused Equity Fund |
-14.56
|
8 |
-18.45
|
17 |
-7.37
|
14 |
14.39
|
11 |
9.67
|
11 |
| Sundaram Focused Fund |
|
|
|
|
|
|||||
| Tata Focused Equity Fund |
-13.17
|
4 |
-11.00
|
6 |
-4.08
|
4 |
14.35
|
10 |
9.63
|
10 |
| Union Focused Fund |
-11.74
|
2 |
-11.64
|
7 |
-4.37
|
6 |
12.37
|
1 |
8.52
|
2 |
| Axis Focused 25 Fund |
-21.68
|
18 |
-22.93
|
18 |
-14.15
|
18 |
17.50
|
18 |
11.47
|
18 |
| 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 Focused Equity Fund |
0.91
|
12 |
0.52
|
12 |
0.92
|
11 |
0.38
|
0.17
|
12 | 0.94 | 7 |
0.97
|
1 |
0.13
|
14 |
1.67
|
13 |
-0.9766
|
10 |
| Baroda Bnp Paribas Focused Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Dsp Focus Fund |
0.75
|
15 |
0.42
|
15 |
0.69
|
15 |
0.42
|
-1.18
|
14 | 0.85 | 15 |
0.76
|
16 |
0.12
|
15 |
1.51
|
15 |
-4.5028
|
15 |
| Franklin India Focused Equity Fund |
1.40
|
2 |
0.98
|
2 |
1.51
|
2 |
0.41
|
6.76
|
3 | 1.03 | 3 |
0.85
|
9 |
0.22
|
3 |
2.19
|
2 |
7.3660
|
2 |
| Hdfc Focused 30 Fund |
1.64
|
1 |
1.09
|
1 |
2.13
|
1 |
0.39
|
11.08
|
2 | 0.91 | 10 |
0.80
|
15 |
0.26
|
1 |
2.43
|
1 |
8.8937
|
1 |
| Hsbc Focused Equity Fund |
0.91
|
13 |
0.52
|
13 |
0.87
|
12 |
0.39
|
-1.42
|
15 | 1.02 | 4 |
0.94
|
2 |
0.14
|
13 |
1.69
|
12 |
-0.9248
|
9 |
| Icici Prudential Focused Equity Fund |
1.26
|
3 |
0.76
|
4 |
1.29
|
4 |
0.38
|
3.66
|
5 | 0.92 | 8 |
0.92
|
5 |
0.19
|
5 |
2.05
|
3 |
1.9179
|
7 |
| Idbi Focused 30 Equity Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Idfc Focused Equity Fund |
0.61
|
17 |
0.33
|
17 |
0.64
|
17 |
0.40
|
-3.68
|
17 | 0.78 | 17 |
0.83
|
13 |
0.10
|
16 |
1.35
|
16 |
-8.6675
|
17 |
| Iifl Focused Equity Fund |
1.25
|
4 |
0.73
|
5 |
0.99
|
8 |
0.43
|
5.34
|
4 | 0.86 | 13 |
0.84
|
11 |
0.20
|
4 |
2.04
|
4 |
2.2464
|
6 |
| Invesco India Focused 20 Equity Fund |
0.87
|
14 |
0.44
|
14 |
0.71
|
14 |
0.38
|
-0.76
|
13 | 0.85 | 14 |
0.83
|
14 |
0.14
|
12 |
1.64
|
14 |
-4.2057
|
14 |
| Jm Focused Fund |
1.02
|
9 |
0.59
|
9 |
1.01
|
7 |
0.44
|
2.85
|
7 | 0.99 | 5 |
0.86
|
8 |
0.16
|
10 |
1.78
|
9 |
2.6830
|
5 |
| Kotak Focused Equity Fund |
1.00
|
10 |
0.57
|
10 |
0.96
|
10 |
0.38
|
1.47
|
10 | 0.86 | 12 |
0.92
|
4 |
0.15
|
11 |
1.78
|
10 |
-1.5532
|
11 |
| Motilal Oswal Focused 25 Fund (Mof25) |
0.61
|
16 |
0.35
|
16 |
0.67
|
16 |
0.39
|
-3.51
|
16 | 0.92 | 9 |
0.88
|
6 |
0.09
|
17 |
1.34
|
17 |
-5.1413
|
16 |
| Quant Focused Fund |
1.15
|
6 |
0.67
|
6 |
1.26
|
5 |
0.36
|
12.71
|
1 | 0.70 | 18 |
0.38
|
18 |
0.26
|
2 |
1.87
|
7 |
7.2810
|
3 |
| Nippon India Focused Equity Fund |
1.20
|
5 |
0.77
|
3 |
1.47
|
3 |
0.41
|
3.15
|
6 | 1.07 | 2 |
0.83
|
12 |
0.19
|
6 |
1.98
|
5 |
4.7393
|
4 |
| Sbi Focused Equity Fund |
0.97
|
11 |
0.56
|
11 |
0.77
|
13 |
0.43
|
1.34
|
11 | 0.86 | 11 |
0.75
|
17 |
0.16
|
9 |
1.75
|
11 |
-1.8031
|
12 |
| Sundaram Focused Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Tata Focused Equity Fund |
1.11
|
7 |
0.65
|
7 |
1.14
|
6 |
0.37
|
2.09
|
8 | 0.96 | 6 |
0.93
|
3 |
0.17
|
7 |
1.89
|
6 |
1.1918
|
8 |
| Union Focused Fund |
1.08
|
8 |
0.61
|
8 |
0.98
|
9 |
0.36
|
1.99
|
9 | 0.80 | 16 |
0.88
|
7 |
0.17
|
8 |
1.86
|
8 |
-2.5420
|
13 |
| Axis Focused 25 Fund |
0.29
|
18 |
0.18
|
18 |
0.38
|
18 |
0.39
|
-11.50
|
18 | 1.13 | 1 |
0.84
|
10 |
0.05
|
18 |
1.00
|
18 |
-8.8290
|
18 |
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.