Large & Midcap Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: लार्ज एंड मिड कैप फंड

Top Performing Large & Mid Cap Fund

Ranking Date: 31 December 2022

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.


Returns (Regular Plan)

As On: 07 February 2023
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

Returns (Direct Plan)

As On: 07 February 2023
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
Click on + to See Details
As On: 07 February 2023
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
As On: 07 February 2023
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
As On: 31 December 2022
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
As On: 31 December 2022
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




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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A 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.