Ranking Date: 28-Mar-2024

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 Equity & Debt Fund

1.0 | 38.57% 23.98% 20.43% 16.85% 16.90% 39.38% 24.68% 21.08% 17.70% 17.92% 9.52% -5.01% -7.12% 10.86% 1.03 1.04 1.72

Edelweiss Aggressive Hybrid Fund

2.0 | 32.70% 18.75% 17.02% 14.27% 13.72% 35.02% 20.99% 19.11% 16.03% 15.09% 8.80% -6.93% -9.48% 5.33% 0.97 0.65 1.18

Jm Equity Hybrid Fund

3.0 | 56.00% 23.71% 19.97% 15.58% 13.69% 58.42% 25.13% 21.19% 16.66% 14.76% 10.66% -10.03% -10.14% 6.50% 1.09 0.68 1.21

Quant Absolute Fund

4.0 | 39.25% 20.80% 24.23% 20.04% 18.22% 41.10% 22.30% 25.65% 21.19% 19.05% 12.68% -10.04% -13.27% 8.59% 1.07 0.64 1.16

Uti Hybrid Equity Fund

5.0 | 31.23% 17.60% 15.98% 12.74% 12.79% 32.05% 18.33% 16.75% 13.52% 13.49% 9.42% -7.25% -9.59% 4.87% 0.88 0.56 1.06

Nippon India Equity Hybrid Fund

6.0 | 29.41% 16.82% 11.80% 9.79% 11.56% 30.41% 17.72% 12.66% 10.80% 12.67% 9.29% -6.97% -10.21% 2.86% 1.01 0.49 0.93

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 Balanced Advantage Fund

1.0 | 20.85% 12.93% 12.78% 11.57% 11.84% 21.60% 13.67% 13.47% 12.41% 12.85% 4.59% -1.47% -3.49% 5.67% 0.62 0.65 1.15

Shriram Balanced Advantage Fund

2.0 | 28.57% 12.49% % % % 30.91% 14.56% % % % 7.86% -4.54% -8.04% 1.49% 0.75 0.28 0.52

Tata Balanced Advantage Fund

3.0 | 21.13% 12.76% 12.87% % % 22.82% 14.49% 14.70% % % 6.16% -3.89% -5.00% 3.36% 0.65 0.38 0.74

Nippon India Balanced Advantage Fund

4.0 | 24.08% 12.62% 11.83% 10.51% 11.42% 25.59% 14.10% 13.32% 11.88% 12.58% 6.50% -3.85% -5.53% 3.15% 0.65 0.36 0.68

Invesco India Dynamic Equity Fund

5.0 | 25.56% 12.43% 11.13% 9.71% 10.88% 27.22% 13.95% 12.60% 11.15% 12.47% 7.61% -7.25% -7.03% 2.07% 0.76 0.32 0.63

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

Kotak Debt Hybrid Fund

1.0 | 16.18% 10.41% 11.42% 9.49% 10.11% 17.67% 11.91% 12.84% 10.90% 11.44% 4.34% -3.06% -3.81% 2.10% 1.18 0.33 0.67

Uti Regular Savings Fund

2.0 | 13.33% 9.90% 8.47% 7.93% 8.90% 14.02% 10.55% 9.14% 8.62% 9.59% 4.22% -3.15% -3.51% 1.09% 0.96 0.23 0.44

Nippon India Hybrid Bond Fund

3.0 | 8.93% 7.99% 4.02% 4.28% 6.31% 9.69% 8.75% 4.74% 5.06% 7.15% 2.14% -1.02% -0.69% 3.53% 0.60 0.14 0.30

Franklin India Debt Hybrid Fund

4.0 | 14.22% 8.05% 8.06% 7.24% 8.38% 15.05% 8.89% 8.90% 8.06% 9.23% 3.41% -2.55% -3.25% 1.06% 0.91 0.04 0.08

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

Kotak Equity Arbitrage Fund

1.0 | 7.80% 5.85% 5.39% 5.63% 6.08% 8.43% 6.47% 5.99% 6.21% 6.66% % % % %

Sbi Arbitrage Opportunities Fund

2.0 | 7.63% 5.91% 5.23% 5.46% 5.89% 8.21% 6.43% 5.72% 5.99% 6.43% % % % %

Invesco India Arbitrage Fund

3.0 | 7.58% 5.92% 5.38% 5.50% 5.96% 8.30% 6.62% 6.08% 6.18% 6.61% % % % %

Edelweiss Arbitrage Fund

4.0 | 7.62% 5.69% 5.33% 5.55% % 8.37% 6.45% 6.08% 6.28% % % % % %

Uti Arbitrage Fund

5.0 | 7.60% 5.57% 5.22% 5.50% 5.91% 8.19% 6.18% 5.81% 6.07% 6.46% % % % %

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

Uti Equity Savings Fund

1.0 | 16.81% 10.95% 10.50% % % 17.77% 11.87% 11.40% % % 4.69% -2.43% -3.80% 1.84% 0.96 0.39 0.75

Union Equity Savings Fund

2.0 | 13.57% 7.68% 8.26% % % 14.04% 8.22% 8.84% % % 4.19% -3.91% -3.97% -1.96% 1.09 0.01 0.00

Kotak Equity Savings Fund

3.0 | 18.98% 12.03% 10.91% 9.88% % 20.27% 13.20% 12.01% 10.88% % % % % %

Sundaram Equity Savings Fund

4.0 | 19.32% % % % % % % % % % % % % %