Ranking Date: 30-Apr-2025

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 | 11.69% 21.04% 27.58% 17.53% 15.44% 12.36% 21.74% 28.29% 18.25% 16.41% 10.06% -10.64% -11.73% 6.81% 1.03 0.65 1.22

Dsp Equity & Bond Fund

2 | 17.32% 19.12% 20.66% 13.85% 12.80% 18.55% 20.37% 21.91% 15.02% 13.95% 11.11% -9.35% -11.06% 3.12% 1.12 0.48 0.87

Sbi Equity Hybrid Fund

3 | 13.53% 15.35% 19.24% 13.04% 11.89% 14.28% 16.12% 20.05% 13.83% 12.82% 9.79% -8.19% -13.14% 0.61% 1.02 0.32 0.64

Uti Aggressive Hybrid Fund

4 | 12.35% 19.24% 23.90% 13.52% 12.23% 13.08% 19.99% 24.72% 14.27% 12.96% 10.23% -11.42% -10.63% 4.35% 1.07 0.52 1.01

Mahindra Manulife Aggressive Hybrid Fund

5 | 12.69% 19.31% 23.12% % % 14.51% 21.39% 25.36% % % 11.41% -12.20% -12.63% 2.53% 1.20 0.45 0.87

Edelweiss Aggressive Hybrid Fund

6 | 11.23% 19.40% 22.94% 14.64% 12.34% 13.01% 21.52% 25.19% 16.55% 13.84% 10.58% -11.83% -12.89% 4.01% 1.09 0.48 0.97

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 | 11.13% 14.14% 17.58% 11.81% 10.97% 11.79% 14.85% 18.31% 12.54% 11.94% 5.79% -6.09% -5.04% 4.74% 0.74 0.59 1.13

Axis Balanced Advantage Fund

2 | 12.43% 15.52% 15.04% 10.28% % 13.77% 16.94% 16.51% 11.74% % 8.16% -7.34% -9.01% 2.54% 1.07 0.48 0.94

Aditya Birla Sun Life Balanced Advantage Fund

3 | 12.06% 14.47% 17.24% 11.23% 11.04% 13.30% 15.80% 18.63% 12.52% 12.21% 7.84% -8.71% -8.82% 1.48% 1.04 0.41 0.81

Dsp Dynamic Asset Allocation Fund

4 | 11.39% 13.07% 13.08% 9.73% 9.00% 12.74% 14.44% 14.56% 11.28% 10.35% 6.85% -4.66% -5.38% 2.44% 0.83 0.44 0.75

Sbi Balanced Advantage Fund

5 | 8.74% 14.97% % % % 9.71% 16.04% % % % 6.53% -5.68% -7.33% 4.43% 0.84 0.56 1.10

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 | 10.77% 12.26% % % % 11.10% 12.59% % % % 3.42% -1.22% -2.46% 4.15% 0.82 0.83 1.48

Franklin India Debt Hybrid Fund

2 | 9.59% 10.64% 10.17% 8.11% 7.58% 10.38% 11.47% 11.02% 8.93% 8.43% 3.83% -2.04% -3.12% 0.55% 1.04 0.43 0.88

Hdfc Hybrid Debt Fund

3 | 9.24% 12.01% 13.35% 9.89% 9.08% 9.85% 12.59% 13.89% 10.42% 9.64% 4.25% -2.53% -3.19% 0.69% 1.19 0.57 1.10

Dsp Regular Savings Fund

4 | 11.51% 10.76% 10.60% 7.19% 7.33% 12.21% 11.46% 11.66% 8.44% 8.43% 3.81% -2.38% -3.91% 0.76% 1.03 0.47 0.90

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 | 7.21% 6.96% 5.60% 5.71% 5.84% 7.93% 7.68% 6.31% 6.40% 6.50% 0.49% 0.00% 0.00% % 0.79 1.65

Kotak Equity Arbitrage Fund

2 | 7.34% 6.96% 5.64% 5.83% 5.97% 7.98% 7.59% 6.26% 6.42% 6.54% 0.57% -0.04% 0.00% % 0.63 1.38

Sbi Arbitrage Opportunities Fund

3 | 7.21% 6.91% 5.50% 5.63% 5.73% 7.77% 7.45% 6.01% 6.16% 6.27% 0.55% -0.04% 0.00% % 0.58 1.31

Icici Prudential Equity - Arbitrage Fund

4 | 7.28% 6.76% 5.43% 5.67% 5.81% 7.87% 7.37% 6.02% 6.27% 6.43% 0.55% -0.02% 0.00% % 0.47 1.09

Uti Arbitrage Fund

5 | 7.34% 6.76% 5.47% 5.71% 5.84% 7.86% 7.33% 6.06% 6.28% 6.39% 0.57% -0.04% 0.00% % 0.45 1.05

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

Dsp Equity Savings Fund

1 | 11.28% 10.99% 13.38% 8.51% % 12.26% 11.94% 14.60% 9.82% % 4.17% -1.87% -2.95% % 0.53 0.96

Edelweiss Equity Savings Fund

2 | 10.09% 11.37% 11.93% 9.44% % 11.20% 12.63% 13.22% 10.68% % 4.23% -2.42% -4.21% % 0.44 0.95

Uti Equity Savings Fund

3 | 8.20% 12.04% 13.49% % % 9.27% 13.02% 14.47% % % 4.70% -2.70% -5.03% % 0.51 1.00

Sundaram Equity Savings Fund

4 | 9.60% 12.40% % % % 11.33% 14.28% % % % 5.73% -4.22% -5.41% % 0.42 0.82