| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jm Aggressive Hybrid Fund |
1 | | 14.36% | 18.29% | 22.59% | 14.33% | 12.14% | 16.40% | 19.88% | 23.97% | 15.60% | 13.26% | 11.14% | -7.58% | -9.81% | % | 0.80 | 1.27 | |
| Edelweiss Aggressive Hybrid Fund |
2 | | 13.51% | 13.99% | 16.69% | 13.17% | 11.93% | 15.39% | 16.09% | 18.79% | 15.02% | 13.38% | 9.65% | -7.93% | -10.58% | % | 0.46 | 0.91 | |
| Uti Aggressive Hybrid Fund |
3 | | 13.26% | 13.66% | 17.25% | 11.46% | 11.82% | 13.97% | 14.37% | 18.03% | 12.21% | 12.53% | 9.72% | -6.94% | -10.63% | % | 0.47 | 0.90 | |
| Kotak Equity Hybrid Fund |
4 | | 14.65% | 12.19% | 16.47% | 12.69% | 12.45% | 16.19% | 13.75% | 18.06% | 14.19% | 14.02% | 9.27% | -6.90% | -10.80% | % | 0.42 | 0.82 | |
| Invesco India Aggressive Hybrid Fund |
5 | | 17.66% | 12.74% | 14.06% | % | % | 19.58% | 14.59% | 15.91% | % | % | 10.25% | -11.86% | -11.29% | % | 0.40 | 0.77 | |
| Bank Of India Mid & Small Cap Equity & Debt Fund |
6 | | 12.48% | 12.78% | 23.95% | 12.87% | % | 13.87% | 14.00% | 25.17% | 13.95% | % | 13.61% | -18.23% | -19.78% | % | 0.34 | 0.68 |
| 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 Balanced Advantage Fund |
1 | | 10.86% | 18.99% | 18.82% | 13.95% | 13.81% | 11.54% | 19.76% | 19.55% | 14.73% | 14.55% | 9.29% | -3.79% | -8.53% | % | 0.90 | 1.49 | |
| Invesco India Balanced Advantage Fund |
2 | | 10.64% | 10.75% | 11.18% | 8.50% | 9.62% | 12.12% | 12.25% | 12.67% | 9.89% | 11.18% | 7.82% | -7.32% | -8.81% | % | 0.36 | 0.70 | |
| Axis Balanced Advantage Fund |
3 | | 13.49% | 10.66% | 11.63% | 9.54% | % | 14.84% | 12.06% | 13.04% | 11.03% | % | 7.94% | -7.91% | -8.07% | % | 0.29 | 0.57 | |
| Icici Prudential Balanced Advantage Fund |
4 | | 9.37% | 10.86% | 12.15% | 10.57% | 10.67% | 10.03% | 11.56% | 12.85% | 11.33% | 11.66% | 5.15% | -3.16% | -3.49% | % | 0.50 | 0.94 | |
| Sbi Balanced Advantage Fund |
5 | | 9.82% | 11.65% | % | % | % | 10.81% | 12.73% | % | % | % | 6.14% | -3.76% | -5.85% | % | 0.46 | 0.88 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Parag Parikh Conservative Hybrid Fund |
1 | | 10.96% | 10.92% | % | % | % | 11.29% | 11.25% | % | % | % | 3.23% | -1.22% | -2.25% | % | 0.67 | 1.22 | |
| Icici Prudential Regular Savings Fund |
2 | | 9.93% | 8.42% | 9.50% | 8.84% | 9.16% | 10.75% | 9.25% | 10.36% | 9.67% | 10.01% | 3.16% | -1.47% | -2.45% | % | 0.31 | 0.66 | |
| Franklin India Debt Hybrid Fund |
3 | | 8.80% | 7.84% | 7.88% | 7.19% | 7.38% | 9.57% | 8.67% | 8.72% | 8.00% | 8.23% | 3.57% | -2.55% | -3.25% | % | 0.20 | 0.43 | |
| Hdfc Hybrid Debt Fund |
4 | | 8.23% | 9.23% | 10.35% | 8.44% | 8.62% | 8.82% | 9.78% | 10.86% | 8.97% | 9.17% | 3.92% | -2.16% | -3.18% | % | 0.36 | 0.73 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Arbitrage Fund |
1 | | 7.40% | 6.75% | 5.57% | 5.67% | 5.91% | 8.12% | 7.47% | 6.28% | 6.36% | 6.57% | 0.54% | 0.00% | 0.00% | % | -0.13 | -0.37 | |
| Kotak Equity Arbitrage Fund |
2 | | 7.64% | 6.63% | 5.60% | 5.78% | 6.02% | 8.27% | 7.26% | 6.21% | 6.36% | 6.59% | 0.63% | -0.04% | 0.00% | % | -0.17 | -0.51 | |
| Uti Arbitrage Fund |
3 | | 7.51% | 6.36% | 5.42% | 5.64% | 5.90% | 8.05% | 6.94% | 6.01% | 6.20% | 6.46% | 0.63% | -0.04% | 0.00% | % | -0.29 | -0.93 | |
| Edelweiss Arbitrage Fund |
4 | | 7.50% | 6.45% | 5.50% | 5.68% | 6.00% | 8.24% | 7.20% | 6.25% | 6.43% | 6.69% | 0.61% | -0.05% | 0.00% | % | -0.26 | -0.81 | |
| Icici Prudential Equity - Arbitrage Fund |
5 | | 7.43% | 6.36% | 5.41% | 5.60% | 5.88% | 8.05% | 6.98% | 6.00% | 6.21% | 6.49% | 0.61% | -0.02% | 0.00% | % | -0.29 | -0.95 |
| 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 Savings Fund |
1 | | 8.30% | 9.89% | 10.49% | 9.18% | 9.11% | 9.51% | 11.07% | 11.63% | 10.21% | 10.06% | 4.36% | -2.49% | -2.66% | % | 0.45 | 0.93 | |
| Invesco India Equity Savings Fund |
2 | | 12.05% | 8.39% | 8.94% | % | % | 13.79% | 10.13% | 10.75% | % | % | 5.55% | -6.66% | -6.10% | % | 0.22 | 0.47 | |
| Edelweiss Equity Savings Fund |
3 | | 11.14% | 8.80% | 10.41% | 8.94% | % | 12.21% | 10.08% | 11.69% | 10.17% | % | 4.03% | -3.11% | -4.21% | % | 0.29 | 0.63 | |
| Sbi Equity Savings Fund |
4 | | 7.86% | 8.74% | 10.46% | 8.64% | % | 8.43% | 9.31% | 11.09% | 9.47% | % | 4.93% | -4.43% | -4.14% | % | 0.31 | 0.61 |