Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Large & Mid Cap Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Mahindra Manulife Top 250 Nivesh Yojana |
1 | The Mahindra Manulife Top 250 Nivesh Yojana is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 13 KPIs that are in top quartile. The fund has 62% 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 three KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | -2.29% | 18.12% | -24.50% | -18.39% | 0.61 | 0.28 | 0.48 |
|
Quant Large & Mid Cap Fund |
2 | The Quant Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 20 KPIs that are in top quartile. The fund has 87% 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 three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 3.80% | 23.18% | -21.68% | -20.10% | 0.82 | 0.42 | 0.47 |
|
Tata Large & Mid Cap Fund |
3 | The Tata Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has nine KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 7.93% | 16.57% | -28.26% | -18.74% | 0.46 | 0.23 | 0.50 |
|
Union Large & Midcap Fund |
4 | The Union Large & Midcap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. | -1.16% | 16.14% | -26.53% | -17.15% | 0.46 | 0.22 | 0.51 |
|
Edelweiss Large & Mid Cap Fund |
5 | The Edelweiss Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 0.76% | 16.00% | -26.03% | -15.93% | 0.44 | 0.22 | 0.48 |
|
Kotak Equity Opportunities Fund |
6 | The Kotak Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 12 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 one performance parameter that is in bottom quartile. | 4.54% | 15.60% | -28.32% | -16.32% | 0.42 | 0.20 | 0.50 |
|
Canara Robeco Emerging Equities |
7 | The Canara Robeco Emerging Equities is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | -1.65% | 15.96% | -25.80% | -15.61% | 0.45 | 0.22 | 0.49 |
|
Mirae Asset Emerging Bluechip Fund |
8 | The Mirae Asset Emerging Bluechip Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | -2.50% | 17.80% | -27.42% | -16.58% | 0.49 | 0.24 | 0.50 |
|
Hdfc Large And Mid Cap Fund |
9 | The Hdfc Large And Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 14 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 has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 6.38% | 19.84% | -30.16% | -19.62% | 0.52 | 0.26 | 0.48 |
|
Icici Prudential Large & Mid Cap Fund |
10 | The Icici Prudential Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% 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 two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 8.39% | 20.57% | -30.73% | -20.80% | 0.55 | 0.26 | 0.49 |
|
Sbi Large And Midcap Fund |
11 | The Sbi Large And Midcap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 5.41% | 17.75% | -30.94% | -19.13% | 0.46 | 0.22 | 0.50 |
|
Bank Of India Large & Mid Cap Equity Fund |
12 | The Bank Of India Large & Mid Cap Equity Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. | 0.70% | 15.08% | -25.59% | -17.78% | 0.41 | 0.20 | 0.49 |
|
Axis Growth Opportunities Fund |
13 | The Axis Growth Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has seven KPIs that are in top quartile. The fund has 33% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 29% of the KPIs that are in bottom quartile. | -6.56% | 16.21% | -23.08% | -20.13% | 0.44 | 0.23 | 0.46 |
|
Lic Mf Large & Mid Cap Fund |
14 | The Lic Mf Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 14 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. | -4.47% | 12.23% | -26.99% | -16.15% | 0.29 | 0.15 | 0.49 |
|
Idfc Core Equity Fund |
15 | The Idfc Core Equity Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 4.92% | 16.12% | -31.67% | -17.55% | 0.40 | 0.19 | 0.50 |
|
Navi Large & Midcap Fund |
16 | The Navi Large & Midcap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has one KPI that is in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | -1.42% | 14.32% | -31.37% | -17.84% | 0.33 | 0.17 | 0.50 |
|
Invesco India Growth Opportunities Fund |
17 | The Invesco India Growth Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 12 KPIs that are in bottom quartile. The fund has 52% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | -1.00% | 11.92% | -26.56% | -17.85% | 0.29 | 0.15 | 0.50 |
|
Uti Core Equity Fund |
18 | The Uti Core Equity Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 3.72% | 18.10% | -32.45% | -23.02% | 0.44 | 0.22 | 0.50 |
|
Hsbc Large And Mid Cap Equity Fund |
19 | The Hsbc Large And Mid Cap Equity Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has one KPI that is in top quartile. The fund has 12 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. | -2.82% | 13.01% | -28.34% | -17.79% | 0.28 | 0.15 | 0.49 |
|
Nippon India Vision Fund |
20 | The Nippon India Vision Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. | 2.10% | 15.00% | -29.71% | -16.86% | 0.37 | 0.19 | 0.49 |
|
Motilal Oswal Large And Midcap Fund |
21 | The Motilal Oswal Large And Midcap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has three KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. | 0.30% | 15.03% | -29.38% | -20.49% | 0.37 | 0.18 | 0.49 |
|
Sundaram Large And Midcap Fund |
22 | The Sundaram Large And Midcap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has one KPI that is in top quartile. The fund has 16 KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | -1.85% | 13.02% | -31.37% | -16.96% | 0.29 | 0.16 | 0.49 |
|
Dsp Equity Opportunities Fund |
23 | The Dsp Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has one KPI that is in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 2.45% | 14.78% | -29.86% | -19.17% | 0.34 | 0.18 | 0.50 |
|
Franklin India Equity Advantage Fund |
24 | The Franklin India Equity Advantage Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has one KPI that is in top quartile. The fund has 19 KPIs that are in bottom quartile. The fund has 83% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | -3.77% | 13.67% | -35.03% | -21.80% | 0.27 | 0.16 | 0.51 |
|
Aditya Birla Sun Life Equity Advantage Fund |
25 | The Aditya Birla Sun Life Equity Advantage Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund does not have any KPI that are top quartile. The fund has 22 KPIs that are in bottom quartile. The fund has 96% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | -12.86% | 9.69% | -31.61% | -21.26% | 0.17 | 0.11 | 0.50 |
****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 Equity Advantage Fund |
-0.05
|
6 |
0.76
|
9 |
-2.45
|
19 |
-4.63
|
26 |
-3.30
|
24 |
-12.86
|
26 |
9.69
|
25 |
6.76
|
20 |
| Axis Growth Opportunities Fund |
0.10
|
1 |
1.64
|
1 |
0.21
|
1 |
-2.34
|
15 |
-5.50
|
26 |
-6.56
|
25 |
16.21
|
9 |
|
|
| Franklin India Equity Advantage Fund |
-0.27
|
21 |
0.09
|
20 |
-1.73
|
14 |
-1.11
|
6 |
-2.87
|
23 |
-3.77
|
23 |
13.67
|
20 |
8.15
|
18 |
| Mirae Asset Emerging Bluechip Fund |
-0.17
|
11 |
-0.13
|
24 |
-2.48
|
20 |
-1.77
|
10 |
-0.90
|
20 |
-2.50
|
21 |
17.80
|
6 |
13.70
|
1 |
| Bank Of India Large & Mid Cap Equity Fund |
-0.23
|
16 |
0.23
|
16 |
-1.98
|
18 |
-2.02
|
14 |
1.96
|
13 |
0.70
|
12 |
15.08
|
15 |
8.72
|
17 |
| Canara Robeco Emerging Equities |
-0.08
|
9 |
0.79
|
8 |
-1.86
|
16 |
-3.88
|
21 |
-0.91
|
21 |
-1.65
|
18 |
15.96
|
13 |
11.19
|
9 |
| DSP Equity Opportunities Fund |
-0.19
|
12 |
0.08
|
21 |
-1.66
|
11 |
-0.72
|
4 |
3.51
|
8 |
2.45
|
9 |
14.78
|
18 |
10.44
|
12 |
| Edelweiss Large & Mid Cap Fund |
-0.31
|
24 |
0.57
|
11 |
-1.55
|
7 |
-3.20
|
19 |
0.53
|
15 |
0.76
|
11 |
16.00
|
12 |
11.69
|
8 |
| Navi Large & Midcap Fund |
-0.26
|
17 |
0.56
|
12 |
-1.68
|
12 |
-2.64
|
17 |
0.10
|
16 |
-1.42
|
17 |
14.32
|
19 |
10.47
|
11 |
| HDFC Large And Mid Cap Fund |
-0.27
|
22 |
0.16
|
18 |
-1.60
|
9 |
-1.15
|
7 |
3.43
|
9 |
6.38
|
3 |
19.84
|
3 |
11.90
|
7 |
| HSBC Large And Mid Cap Equity Fund |
0.03
|
2 |
1.12
|
3 |
-0.34
|
2 |
-1.85
|
12 |
-0.04
|
18 |
-2.82
|
22 |
13.01
|
22 |
|
|
| ICICI Prudential Large & Mid Cap Fund |
-0.22
|
14 |
0.17
|
17 |
-1.69
|
13 |
-0.37
|
2 |
5.36
|
3 |
8.39
|
1 |
20.57
|
2 |
12.21
|
3 |
| IDFC Core Equity Fund |
-0.27
|
18 |
0.26
|
15 |
-1.37
|
5 |
-0.92
|
5 |
6.03
|
2 |
4.92
|
5 |
16.12
|
11 |
9.85
|
13 |
| Invesco India Growth Opportunities Fund |
-0.27
|
19 |
0.45
|
14 |
-2.55
|
22 |
-2.60
|
16 |
1.29
|
14 |
-1.00
|
15 |
11.92
|
24 |
9.72
|
15 |
| Kotak Equity Opportunities Fund |
-0.08
|
8 |
0.56
|
13 |
-1.42
|
6 |
-1.59
|
8 |
3.26
|
11 |
4.54
|
6 |
15.60
|
14 |
12.17
|
5 |
| Mahindra Manulife Top 250 Nivesh Yojana |
-0.39
|
25 |
-0.22
|
25 |
-3.90
|
25 |
-4.57
|
25 |
-0.71
|
19 |
-2.29
|
20 |
18.12
|
4 |
|
|
| Nippon India Vision Fund |
-0.27
|
20 |
0.81
|
7 |
-1.56
|
8 |
-1.80
|
11 |
2.24
|
12 |
2.10
|
10 |
15.00
|
17 |
6.83
|
19 |
| Quant Large & Mid Cap Fund |
-0.45
|
26 |
-1.67
|
26 |
-5.57
|
26 |
-4.00
|
22 |
3.54
|
7 |
3.80
|
7 |
23.18
|
1 |
13.20
|
2 |
| SBI Large And Midcap Fund |
-0.12
|
10 |
0.16
|
19 |
-1.85
|
15 |
-2.77
|
18 |
4.53
|
4 |
5.41
|
4 |
17.75
|
7 |
12.20
|
4 |
| Sundaram Large And Midcap Fund |
-0.23
|
15 |
0.05
|
22 |
-2.53
|
21 |
-3.26
|
20 |
0.05
|
17 |
-1.85
|
19 |
13.02
|
21 |
10.70
|
10 |
| Tata Large & Mid Cap Fund |
0.00
|
3 |
0.67
|
10 |
-2.93
|
24 |
-1.99
|
13 |
4.01
|
5 |
7.93
|
2 |
16.57
|
8 |
12.16
|
6 |
| Union Large & Midcap Fund |
-0.06
|
7 |
0.93
|
4 |
-2.58
|
23 |
-4.42
|
24 |
-1.70
|
22 |
-1.16
|
16 |
16.14
|
10 |
|
|
| UTI Core Equity Fund |
-0.21
|
13 |
-0.01
|
23 |
-1.01
|
4 |
-0.50
|
3 |
3.78
|
6 |
3.72
|
8 |
18.10
|
5 |
9.51
|
16 |
| LIC Mf Large & Mid Cap Fund |
-0.03
|
4 |
0.83
|
6 |
-1.98
|
17 |
-4.40
|
23 |
-3.93
|
25 |
-4.47
|
24 |
12.23
|
23 |
9.81
|
14 |
| Motilal Oswal Large And Midcap Fund |
-0.30
|
23 |
0.84
|
5 |
-1.65
|
10 |
1.35
|
1 |
6.62
|
1 |
0.30
|
14 |
15.03
|
16 |
|
|
| Baroda BNP Paribas Large & Mid Cap Fund |
-0.04
|
5 |
1.45
|
2 |
-0.71
|
3 |
-1.73
|
9 |
3.31
|
10 |
0.50
|
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 Equity Advantage Fund |
-0.05
|
6 |
0.76
|
9 |
-2.45
|
19 |
-4.63
|
26 |
-3.30
|
24 |
-12.86
|
26 |
9.69
|
25 |
6.76
|
20 |
| Axis Growth Opportunities Fund |
0.10
|
1 |
1.64
|
1 |
0.21
|
1 |
-2.34
|
15 |
-5.50
|
26 |
-6.56
|
25 |
16.21
|
9 |
|
|
| Franklin India Equity Advantage Fund |
-0.27
|
21 |
0.09
|
20 |
-1.73
|
14 |
-1.11
|
6 |
-2.87
|
23 |
-3.77
|
23 |
13.67
|
20 |
8.15
|
18 |
| Mirae Asset Emerging Bluechip Fund |
-0.17
|
11 |
-0.13
|
24 |
-2.48
|
20 |
-1.77
|
10 |
-0.90
|
20 |
-2.50
|
21 |
17.80
|
6 |
13.70
|
1 |
| Bank Of India Large & Mid Cap Equity Fund |
-0.23
|
16 |
0.23
|
16 |
-1.98
|
18 |
-2.02
|
14 |
1.96
|
13 |
0.70
|
12 |
15.08
|
15 |
8.72
|
17 |
| Canara Robeco Emerging Equities |
-0.08
|
9 |
0.79
|
8 |
-1.86
|
16 |
-3.88
|
21 |
-0.91
|
21 |
-1.65
|
18 |
15.96
|
13 |
11.19
|
9 |
| DSP Equity Opportunities Fund |
-0.19
|
12 |
0.08
|
21 |
-1.66
|
11 |
-0.72
|
4 |
3.51
|
8 |
2.45
|
9 |
14.78
|
18 |
10.44
|
12 |
| Edelweiss Large & Mid Cap Fund |
-0.31
|
24 |
0.57
|
11 |
-1.55
|
7 |
-3.20
|
19 |
0.53
|
15 |
0.76
|
11 |
16.00
|
12 |
11.69
|
8 |
| Navi Large & Midcap Fund |
-0.26
|
17 |
0.56
|
12 |
-1.68
|
12 |
-2.64
|
17 |
0.10
|
16 |
-1.42
|
17 |
14.32
|
19 |
10.47
|
11 |
| HDFC Large And Mid Cap Fund |
-0.27
|
22 |
0.16
|
18 |
-1.60
|
9 |
-1.15
|
7 |
3.43
|
9 |
6.38
|
3 |
19.84
|
3 |
11.90
|
7 |
| HSBC Large And Mid Cap Equity Fund |
0.03
|
2 |
1.12
|
3 |
-0.34
|
2 |
-1.85
|
12 |
-0.04
|
18 |
-2.82
|
22 |
13.01
|
22 |
|
|
| ICICI Prudential Large & Mid Cap Fund |
-0.22
|
14 |
0.17
|
17 |
-1.69
|
13 |
-0.37
|
2 |
5.36
|
3 |
8.39
|
1 |
20.57
|
2 |
12.21
|
3 |
| IDFC Core Equity Fund |
-0.27
|
18 |
0.26
|
15 |
-1.37
|
5 |
-0.92
|
5 |
6.03
|
2 |
4.92
|
5 |
16.12
|
11 |
9.85
|
13 |
| Invesco India Growth Opportunities Fund |
-0.27
|
19 |
0.45
|
14 |
-2.55
|
22 |
-2.60
|
16 |
1.29
|
14 |
-1.00
|
15 |
11.92
|
24 |
9.72
|
15 |
| Kotak Equity Opportunities Fund |
-0.08
|
8 |
0.56
|
13 |
-1.42
|
6 |
-1.59
|
8 |
3.26
|
11 |
4.54
|
6 |
15.60
|
14 |
12.17
|
5 |
| Mahindra Manulife Top 250 Nivesh Yojana |
-0.39
|
25 |
-0.22
|
25 |
-3.90
|
25 |
-4.57
|
25 |
-0.71
|
19 |
-2.29
|
20 |
18.12
|
4 |
|
|
| Nippon India Vision Fund |
-0.27
|
20 |
0.81
|
7 |
-1.56
|
8 |
-1.80
|
11 |
2.24
|
12 |
2.10
|
10 |
15.00
|
17 |
6.83
|
19 |
| Quant Large & Mid Cap Fund |
-0.45
|
26 |
-1.67
|
26 |
-5.57
|
26 |
-4.00
|
22 |
3.54
|
7 |
3.80
|
7 |
23.18
|
1 |
13.20
|
2 |
| SBI Large And Midcap Fund |
-0.12
|
10 |
0.16
|
19 |
-1.85
|
15 |
-2.77
|
18 |
4.53
|
4 |
5.41
|
4 |
17.75
|
7 |
12.20
|
4 |
| Sundaram Large And Midcap Fund |
-0.23
|
15 |
0.05
|
22 |
-2.53
|
21 |
-3.26
|
20 |
0.05
|
17 |
-1.85
|
19 |
13.02
|
21 |
10.70
|
10 |
| Tata Large & Mid Cap Fund |
0.00
|
3 |
0.67
|
10 |
-2.93
|
24 |
-1.99
|
13 |
4.01
|
5 |
7.93
|
2 |
16.57
|
8 |
12.16
|
6 |
| Union Large & Midcap Fund |
-0.06
|
7 |
0.93
|
4 |
-2.58
|
23 |
-4.42
|
24 |
-1.70
|
22 |
-1.16
|
16 |
16.14
|
10 |
|
|
| UTI Core Equity Fund |
-0.21
|
13 |
-0.01
|
23 |
-1.01
|
4 |
-0.50
|
3 |
3.78
|
6 |
3.72
|
8 |
18.10
|
5 |
9.51
|
16 |
| LIC Mf Large & Mid Cap Fund |
-0.03
|
4 |
0.83
|
6 |
-1.98
|
17 |
-4.40
|
23 |
-3.93
|
25 |
-4.47
|
24 |
12.23
|
23 |
9.81
|
14 |
| Motilal Oswal Large And Midcap Fund |
-0.30
|
23 |
0.84
|
5 |
-1.65
|
10 |
1.35
|
1 |
6.62
|
1 |
0.30
|
14 |
15.03
|
16 |
|
|
| Baroda BNP Paribas Large & Mid Cap Fund |
-0.04
|
5 |
1.45
|
2 |
-0.71
|
3 |
-1.73
|
9 |
3.31
|
10 |
0.50
|
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 Equity Advantage Fund |
-1.30
|
26 |
-4.32
|
26 |
-5.24
|
26 |
21.75
|
21 |
14.32
|
19 |
| Axis Growth Opportunities Fund |
-1.24
|
25 |
-3.75
|
25 |
-2.58
|
25 |
28.56
|
5 |
|
|
| Franklin India Equity Advantage Fund |
-0.48
|
20 |
-1.08
|
19 |
-1.35
|
23 |
24.80
|
14 |
14.47
|
18 |
| Mirae Asset Emerging Bluechip Fund |
-0.33
|
16 |
-0.55
|
13 |
-1.37
|
24 |
24.85
|
13 |
21.68
|
2 |
| Boi Axa Large & Mid Cap Equity Fund |
-0.43
|
18 |
-0.74
|
15 |
1.10
|
10 |
23.08
|
17 |
17.00
|
10 |
| Canara Robeco Emerging Equities |
-0.62
|
24 |
-1.58
|
22 |
-0.09
|
21 |
25.20
|
11 |
19.18
|
3 |
| Dsp Equity Opportunities Fund |
-0.11
|
14 |
0.14
|
12 |
0.01
|
19 |
20.14
|
23 |
16.71
|
11 |
| Edelweiss Large & Mid Cap Fund |
-0.28
|
15 |
-0.79
|
16 |
0.63
|
14 |
24.43
|
15 |
18.35
|
5 |
| Essel Large & Midcap Fund |
-0.07
|
12 |
-0.73
|
14 |
1.01
|
11 |
26.72
|
7 |
16.40
|
12 |
| Hdfc Growth Opportunities Fund |
0.24
|
5 |
1.79
|
3 |
2.50
|
5 |
29.46
|
4 |
18.12
|
7 |
| Hsbc Large And Mid Cap Equity Fund |
-0.56
|
22 |
-1.64
|
23 |
-1.14
|
22 |
22.28
|
18 |
|
|
| Icici Prudential Large & Mid Cap Fund |
0.40
|
4 |
2.89
|
2 |
3.55
|
4 |
32.19
|
3 |
18.15
|
6 |
| Idfc Core Equity Fund |
0.05
|
8 |
1.14
|
6 |
1.36
|
8 |
21.96
|
19 |
14.98
|
17 |
| Invesco India Growth Opportunities Fund |
-0.02
|
11 |
-0.95
|
18 |
0.26
|
16 |
19.54
|
25 |
14.15
|
20 |
| Kotak Equity Opportunities Fund |
0.13
|
7 |
1.14
|
5 |
2.04
|
6 |
21.94
|
20 |
18.06
|
8 |
| Mahindra Top 250 Nivesh Yojana |
-0.45
|
19 |
0.65
|
7 |
0.89
|
13 |
32.53
|
2 |
|
|
| Nippon India Vision Fund |
-0.08
|
13 |
0.15
|
11 |
0.08
|
17 |
23.30
|
16 |
15.90
|
14 |
| Quant Large & Mid Cap Fund |
0.75
|
1 |
4.63
|
1 |
4.82
|
1 |
33.95
|
1 |
22.26
|
1 |
| Sbi Large And Midcap Fund |
0.60
|
3 |
0.44
|
9 |
4.20
|
2 |
28.08
|
6 |
18.62
|
4 |
| Sundaram Large And Midcap Fund |
-0.53
|
21 |
-1.28
|
20 |
0.03
|
18 |
25.39
|
10 |
15.34
|
16 |
| Tata Large & Mid Cap Fund |
0.62
|
2 |
1.45
|
4 |
4.01
|
3 |
19.55
|
24 |
17.77
|
9 |
| Union Large & Midcap Fund |
0.00
|
9 |
-1.31
|
21 |
1.84
|
7 |
25.88
|
9 |
|
|
| Uti Core Equity Fund |
-0.02
|
10 |
0.57
|
8 |
0.89
|
12 |
25.92
|
8 |
15.82
|
15 |
| Lic Mf Large & Mid Cap Fund |
-0.57
|
23 |
-1.89
|
24 |
-0.01
|
20 |
24.92
|
12 |
16.32
|
13 |
| Motilal Oswal Large And Midcap Fund |
0.16
|
6 |
0.25
|
10 |
1.27
|
9 |
21.22
|
22 |
|
|
| Baroda Bnp Paribas Large & Mid Cap Fund |
-0.42
|
17 |
-0.91
|
17 |
0.27
|
15 |
|
|
||
| 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 Advantage Fund |
-1.23
|
26 |
-4.13
|
26 |
-4.83
|
26 |
22.88
|
22 |
15.37
|
20 |
| Axis Growth Opportunities Fund |
-1.16
|
25 |
-3.43
|
25 |
-1.92
|
25 |
30.54
|
4 |
|
|
| Franklin India Equity Advantage Fund |
-0.43
|
21 |
-0.91
|
19 |
-0.99
|
24 |
25.99
|
15 |
15.41
|
19 |
| Mirae Asset Emerging Bluechip Fund |
-0.25
|
16 |
-0.30
|
14 |
-0.88
|
23 |
26.11
|
14 |
22.91
|
2 |
| Boi Axa Large & Mid Cap Equity Fund |
-0.36
|
19 |
-0.50
|
16 |
1.64
|
12 |
24.26
|
17 |
18.32
|
11 |
| Canara Robeco Emerging Equities |
-0.53
|
24 |
-1.28
|
23 |
0.53
|
19 |
26.71
|
11 |
20.62
|
3 |
| Dsp Equity Opportunities Fund |
-0.04
|
13 |
0.38
|
11 |
0.48
|
20 |
21.27
|
23 |
17.82
|
13 |
| Edelweiss Large & Mid Cap Fund |
-0.15
|
15 |
-0.35
|
15 |
1.48
|
13 |
26.48
|
13 |
20.25
|
4 |
| Essel Large & Midcap Fund |
0.09
|
9 |
-0.25
|
13 |
2.01
|
9 |
29.33
|
6 |
18.75
|
8 |
| Hdfc Growth Opportunities Fund |
0.29
|
6 |
1.99
|
3 |
2.88
|
5 |
30.31
|
5 |
18.59
|
10 |
| Hsbc Large And Mid Cap Equity Fund |
-0.43
|
22 |
-1.22
|
22 |
-0.37
|
22 |
24.37
|
16 |
|
|
| Icici Prudential Large & Mid Cap Fund |
0.47
|
4 |
3.14
|
2 |
3.99
|
4 |
33.25
|
3 |
19.10
|
7 |
| Idfc Core Equity Fund |
0.15
|
8 |
1.44
|
6 |
1.96
|
10 |
23.44
|
19 |
16.37
|
17 |
| Invesco India Growth Opportunities Fund |
0.07
|
10 |
-0.62
|
18 |
0.91
|
16 |
21.07
|
24 |
15.60
|
18 |
| Kotak Equity Opportunities Fund |
0.23
|
7 |
1.45
|
5 |
2.67
|
6 |
23.42
|
20 |
19.45
|
5 |
| Mahindra Top 250 Nivesh Yojana |
-0.29
|
18 |
1.14
|
7 |
1.87
|
11 |
35.11
|
2 |
|
|
| Nippon India Vision Fund |
-0.05
|
14 |
0.28
|
12 |
0.34
|
21 |
23.95
|
18 |
16.50
|
15 |
| Quant Large & Mid Cap Fund |
0.89
|
1 |
5.08
|
1 |
5.79
|
1 |
36.00
|
1 |
23.20
|
1 |
| Sbi Large And Midcap Fund |
0.67
|
3 |
0.65
|
9 |
4.59
|
2 |
29.06
|
7 |
19.45
|
6 |
| Sundaram Large And Midcap Fund |
-0.43
|
20 |
-0.99
|
21 |
0.64
|
18 |
26.98
|
9 |
16.80
|
14 |
| Tata Large & Mid Cap Fund |
0.72
|
2 |
1.74
|
4 |
4.59
|
3 |
20.85
|
25 |
18.60
|
9 |
| Union Large & Midcap Fund |
0.06
|
11 |
-0.98
|
20 |
2.52
|
7 |
27.30
|
8 |
|
|
| Uti Core Equity Fund |
0.04
|
12 |
0.75
|
8 |
1.24
|
14 |
26.64
|
12 |
16.41
|
16 |
| Lic Mf Large & Mid Cap Fund |
-0.44
|
23 |
-1.52
|
24 |
0.72
|
17 |
26.91
|
10 |
18.15
|
12 |
| Motilal Oswal Large And Midcap Fund |
0.30
|
5 |
0.64
|
10 |
2.05
|
8 |
23.29
|
21 |
|
|
| Baroda Bnp Paribas Large & Mid Cap Fund |
-0.29
|
17 |
-0.52
|
17 |
1.01
|
15 |
|
|
||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Advantage Fund |
-21.26
|
23 |
-31.61
|
22 |
-14.46
|
23 |
24.91
|
24 |
19.98
|
24 |
| Axis Growth Opportunities Fund |
-20.13
|
20 |
-23.08
|
2 |
-8.86
|
13 |
21.53
|
7 |
16.09
|
2 |
| Franklin India Equity Advantage Fund |
-21.80
|
24 |
-35.03
|
25 |
-16.25
|
25 |
25.83
|
25 |
20.45
|
25 |
| Mirae Asset Emerging Bluechip Fund |
-16.58
|
5 |
-27.42
|
10 |
-14.12
|
22 |
22.56
|
12 |
17.53
|
11 |
| Bank Of India Large & Mid Cap Equity Fund |
-17.78
|
10 |
-25.59
|
4 |
-9.25
|
17 |
21.21
|
4 |
16.82
|
5 |
| Canara Robeco Emerging Equities |
-15.61
|
1 |
-25.80
|
5 |
-9.17
|
15 |
21.80
|
9 |
17.20
|
8 |
| Dsp Equity Opportunities Fund |
-19.17
|
17 |
-29.86
|
16 |
-15.26
|
24 |
23.36
|
16 |
18.25
|
14 |
| Edelweiss Large & Mid Cap Fund |
-15.93
|
2 |
-26.03
|
6 |
-6.80
|
3 |
21.56
|
8 |
16.76
|
4 |
| Navi Large & Midcap Fund |
-17.84
|
12 |
-31.37
|
21 |
-8.87
|
14 |
23.40
|
17 |
19.30
|
20 |
| Hdfc Large And Mid Cap Fund |
-19.62
|
18 |
-30.16
|
17 |
-11.15
|
19 |
24.16
|
22 |
18.52
|
17 |
| Hsbc Large And Mid Cap Equity Fund |
-17.79
|
11 |
-28.34
|
13 |
-9.60
|
18 |
22.40
|
10 |
17.76
|
13 |
| Icici Prudential Large & Mid Cap Fund |
-20.80
|
22 |
-30.73
|
18 |
-6.68
|
2 |
24.14
|
21 |
18.95
|
18 |
| Idfc Core Equity Fund |
-17.55
|
9 |
-31.67
|
23 |
-9.22
|
16 |
23.64
|
18 |
19.36
|
22 |
| Invesco India Growth Opportunities Fund |
-17.85
|
13 |
-26.56
|
8 |
-7.97
|
7 |
21.02
|
3 |
16.85
|
6 |
| Kotak Equity Opportunities Fund |
-16.32
|
4 |
-28.32
|
12 |
-7.01
|
4 |
21.29
|
6 |
16.87
|
7 |
| Mahindra Manulife Top 250 Nivesh Yojana |
-18.39
|
14 |
-24.50
|
3 |
-8.18
|
10 |
20.85
|
2 |
16.45
|
3 |
| Nippon India Vision Fund |
-16.86
|
6 |
-29.71
|
15 |
-7.69
|
6 |
22.91
|
14 |
18.27
|
15 |
| Quant Large & Mid Cap Fund |
-20.10
|
19 |
-21.68
|
1 |
-6.46
|
1 |
20.82
|
1 |
14.85
|
1 |
| Sbi Large And Midcap Fund |
-19.13
|
16 |
-30.94
|
19 |
-11.28
|
20 |
23.95
|
19 |
19.34
|
21 |
| Sundaram Large And Midcap Fund |
-16.96
|
7 |
-31.37
|
20 |
-8.61
|
12 |
24.02
|
20 |
19.49
|
23 |
| Tata Large & Mid Cap Fund |
-18.74
|
15 |
-28.26
|
11 |
-7.15
|
5 |
22.59
|
13 |
17.28
|
10 |
| Union Large & Midcap Fund |
-17.15
|
8 |
-26.53
|
7 |
-8.20
|
11 |
22.50
|
11 |
17.68
|
12 |
| Uti Core Equity Fund |
-23.02
|
25 |
-32.45
|
24 |
-12.30
|
21 |
24.43
|
23 |
19.12
|
19 |
| Lic Mf Large & Mid Cap Fund |
-16.15
|
3 |
-26.99
|
9 |
-7.99
|
8 |
21.29
|
5 |
17.24
|
9 |
| Motilal Oswal Large And Midcap Fund |
-20.49
|
21 |
-29.38
|
14 |
-8.10
|
9 |
23.11
|
15 |
18.45
|
16 |
| 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 Advantage Fund |
0.17
|
25 |
0.11
|
25 |
0.27
|
25 |
0.50
|
-7.38
|
25 | 1.07 | 2 |
0.93
|
21 |
0.04
|
25 |
1.10
|
25 |
-0.0627
|
25 |
| Axis Growth Opportunities Fund |
0.44
|
11 |
0.23
|
7 |
0.50
|
4 |
0.46
|
-0.12
|
9 | 0.87 | 23 |
0.91
|
24 |
0.11
|
9 |
1.58
|
12 |
-0.0260
|
15 |
| Franklin India Equity Advantage Fund |
0.27
|
24 |
0.16
|
20 |
0.32
|
24 |
0.51
|
-6.34
|
24 | 1.07 | 1 |
0.96
|
13 |
0.07
|
24 |
1.34
|
21 |
-0.0509
|
20 |
| Mirae Asset Emerging Bluechip Fund |
0.49
|
5 |
0.24
|
5 |
0.49
|
6 |
0.50
|
0.24
|
7 | 0.94 | 13 |
0.98
|
1 |
0.12
|
5 |
1.69
|
5 |
-0.0084
|
7 |
| Bank Of India Large & Mid Cap Equity Fund |
0.41
|
14 |
0.20
|
14 |
0.45
|
12 |
0.49
|
0.00
|
8 | 0.91 | 18 |
0.94
|
18 |
0.10
|
14 |
1.49
|
15 |
-0.0150
|
10 |
| Canara Robeco Emerging Equities |
0.45
|
9 |
0.22
|
11 |
0.48
|
8 |
0.49
|
-0.39
|
10 | 0.90 | 19 |
0.97
|
4 |
0.11
|
8 |
1.62
|
8 |
-0.0217
|
12 |
| Dsp Equity Opportunities Fund |
0.34
|
18 |
0.18
|
18 |
0.38
|
18 |
0.50
|
-3.51
|
19 | 0.97 | 10 |
0.97
|
7 |
0.08
|
18 |
1.44
|
18 |
-0.0409
|
19 |
| Edelweiss Large & Mid Cap Fund |
0.44
|
10 |
0.22
|
12 |
0.47
|
9 |
0.48
|
-0.51
|
12 | 0.89 | 20 |
0.96
|
8 |
0.11
|
11 |
1.60
|
10 |
-0.0250
|
13 |
| Navi Large & Midcap Fund |
0.33
|
19 |
0.17
|
19 |
0.36
|
19 |
0.50
|
-2.43
|
16 | 1.00 | 5 |
0.92
|
23 |
0.08
|
19 |
1.38
|
19 |
-0.0251
|
14 |
| Hdfc Large And Mid Cap Fund |
0.52
|
4 |
0.26
|
4 |
0.50
|
5 |
0.48
|
0.76
|
5 | 1.00 | 4 |
0.96
|
10 |
0.13
|
4 |
1.76
|
4 |
0.0076
|
3 |
| Hsbc Large And Mid Cap Equity Fund |
0.28
|
23 |
0.15
|
22 |
0.35
|
22 |
0.49
|
-4.70
|
22 | 0.93 | 16 |
0.97
|
3 |
0.07
|
22 |
1.31
|
23 |
-0.0597
|
23 |
| Icici Prudential Large & Mid Cap Fund |
0.55
|
3 |
0.26
|
3 |
0.51
|
3 |
0.49
|
1.68
|
3 | 0.98 | 8 |
0.93
|
19 |
0.13
|
3 |
1.81
|
3 |
0.0139
|
2 |
| Idfc Core Equity Fund |
0.40
|
15 |
0.19
|
15 |
0.40
|
15 |
0.50
|
-2.31
|
15 | 0.98 | 9 |
0.97
|
6 |
0.10
|
15 |
1.54
|
13 |
-0.0268
|
16 |
| Invesco India Growth Opportunities Fund |
0.29
|
22 |
0.15
|
24 |
0.36
|
21 |
0.50
|
-3.73
|
21 | 0.89 | 21 |
0.95
|
17 |
0.07
|
23 |
1.28
|
24 |
-0.0567
|
22 |
| Kotak Equity Opportunities Fund |
0.42
|
13 |
0.20
|
13 |
0.42
|
14 |
0.50
|
0.59
|
6 | 0.92 | 17 |
0.96
|
12 |
0.10
|
13 |
1.50
|
14 |
-0.0069
|
6 |
| Mahindra Manulife Top 250 Nivesh Yojana |
0.61
|
2 |
0.28
|
2 |
0.58
|
2 |
0.48
|
3.33
|
2 | 0.86 | 24 |
0.96
|
11 |
0.15
|
2 |
1.88
|
2 |
0.0076
|
4 |
| Nippon India Vision Fund |
0.37
|
16 |
0.19
|
16 |
0.39
|
17 |
0.49
|
-2.82
|
18 | 0.96 | 12 |
0.98
|
2 |
0.09
|
17 |
1.48
|
16 |
-0.0363
|
18 |
| Quant Large & Mid Cap Fund |
0.82
|
1 |
0.42
|
1 |
0.78
|
1 |
0.47
|
9.69
|
1 | 0.77 | 25 |
0.77
|
25 |
0.22
|
1 |
2.24
|
1 |
0.0537
|
1 |
| Sbi Large And Midcap Fund |
0.46
|
6 |
0.22
|
9 |
0.45
|
11 |
0.50
|
-0.63
|
13 | 0.99 | 7 |
0.95
|
15 |
0.11
|
6 |
1.66
|
6 |
-0.0087
|
8 |
| Sundaram Large And Midcap Fund |
0.29
|
21 |
0.16
|
21 |
0.34
|
23 |
0.49
|
-5.01
|
23 | 0.99 | 6 |
0.95
|
16 |
0.07
|
21 |
1.35
|
20 |
-0.0521
|
21 |
| Tata Large & Mid Cap Fund |
0.46
|
8 |
0.23
|
6 |
0.46
|
10 |
0.50
|
-0.45
|
11 | 0.94 | 15 |
0.96
|
10 |
0.11
|
7 |
1.63
|
7 |
-0.0167
|
11 |
| Union Large & Midcap Fund |
0.46
|
7 |
0.22
|
8 |
0.48
|
7 |
0.51
|
0.81
|
4 | 0.96 | 11 |
0.93
|
20 |
0.11
|
10 |
1.58
|
11 |
0.0018
|
5 |
| Uti Core Equity Fund |
0.44
|
12 |
0.22
|
10 |
0.42
|
13 |
0.50
|
-1.55
|
14 | 1.01 | 3 |
0.97
|
5 |
0.11
|
12 |
1.61
|
9 |
-0.0130
|
9 |
| Lic Mf Large & Mid Cap Fund |
0.29
|
20 |
0.15
|
23 |
0.36
|
20 |
0.49
|
-3.72
|
20 | 0.88 | 22 |
0.96
|
14 |
0.07
|
20 |
1.33
|
22 |
-0.0599
|
24 |
| Motilal Oswal Large And Midcap Fund |
0.37
|
17 |
0.18
|
17 |
0.40
|
16 |
0.49
|
-2.44
|
17 | 0.94 | 14 |
0.92
|
22 |
0.09
|
16 |
1.48
|
17 |
-0.0363
|
17 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleA mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager.
This post will describe the methodology used for different calculations on this website.