Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Large Cap Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Icici Prudential Bluechip Fund |
1 | The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 22<sup>nd</sup> KPIs that are in top quartile. The fund has 96% 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 does not have any KPI that are bottom quartile. | 23.05% | 24.72% | -8.34% | -11.65% | 1.28 | 0.79 | 0.39 |
|
Edelweiss Large Cap Fund |
2 | The Edelweiss Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 21.49% | 21.24% | -11.44% | -12.40% | 1.13 | 0.67 | 0.36 |
|
Kotak Bluechip Fund |
3 | The Kotak Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 17.93% | 20.77% | -11.63% | -12.93% | 1.14 | 0.67 | 0.38 |
|
Sbi Blue Chip Fund |
4 | The Sbi Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 14<sup>th</sup> 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 third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 19.74% | 23.22% | -10.33% | -11.81% | 1.18 | 0.78 | 0.41 |
|
Aditya Birla Sun Life Frontline Equity Fund |
5 | The Aditya Birla Sun Life Frontline Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 18.72% | 22.74% | -11.38% | -12.42% | 1.15 | 0.70 | 0.39 |
|
Tata Large Cap Fund |
6 | The Tata Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 18.89% | 22.95% | -11.92% | -13.46% | 1.14 | 0.66 | 0.36 |
|
Nippon India Large Cap Fund |
7 | The Nippon India Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 78% 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 second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 27.16% | 30.30% | -7.75% | -14.66% | 1.36 | 0.85 | 0.39 |
|
Hdfc Top 100 Fund |
8 | The Hdfc Top 100 Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 78% 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 fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 25.76% | 27.13% | -6.79% | -15.09% | 1.21 | 0.74 | 0.39 |
|
Jm Large Cap Fund |
9 | The Jm Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 12<sup>th</sup> 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 sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 21.04% | 18.73% | -10.73% | -11.47% | 0.94 | 0.50 | 0.38 |
|
Mirae Asset Large Cap Fund |
10 | The Mirae Asset Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 15.84% | 19.51% | -10.99% | -13.39% | 1.09 | 0.63 | 0.37 |
|
Idbi India Top 100 Equity Fund |
11 | None | % | % | -12.00% | -12.97% | 1.12 | 0.63 | 0.37 |
|
Canara Robeco Bluechip Equity Fund |
12 | The Canara Robeco Bluechip Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 17.13% | 19.56% | -12.48% | -12.69% | 1.05 | 0.61 | 0.38 |
|
Pgim India Large Cap Fund |
13 | The Pgim India Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 12<sup>th</sup> 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. | 17.40% | 17.63% | -14.17% | -13.15% | 0.97 | 0.55 | 0.39 |
|
Mahindra Manulife Large Cap Pragati Yojana |
14 | The Mahindra Manulife Large Cap Pragati Yojana is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. | 17.14% | 22.26% | -11.66% | -14.94% | 1.05 | 0.60 | 0.39 |
|
Idfc Large Cap Fund |
15 | The Idfc Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 15.43% | 18.04% | -13.18% | -13.31% | 1.01 | 0.59 | 0.37 |
|
Dsp Top 100 Equity Fund |
16 | The Dsp Top 100 Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> 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. | 19.79% | 19.33% | -14.68% | -15.50% | 0.91 | 0.51 | 0.39 |
|
Invesco India Largecap Fund |
17 | The Invesco India Largecap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 17.91% | 19.68% | -14.38% | -14.03% | 1.02 | 0.55 | 0.36 |
|
Uti Mastershare Unit Scheme |
18 | The Uti Mastershare Unit Scheme is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 14.55% | 20.43% | -12.94% | -13.70% | 1.03 | 0.59 | 0.40 |
|
Union Largecap Fund |
19 | The Union Largecap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 18.42% | 20.76% | -14.04% | -12.66% | 0.98 | 0.57 | 0.37 |
|
Indiabulls Blue Chip Fund |
20 | The Indiabulls Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 16.14% | 17.58% | -12.63% | -16.32% | 0.80 | 0.43 | 0.40 |
|
Lic Mf Large Cap Fund |
21 | The Lic Mf Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 16<sup>th</sup> 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. | 11.07% | 17.61% | -14.50% | -12.28% | 0.78 | 0.45 | 0.40 |
|
Franklin India Bluechip Fund |
22 | The Franklin India Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> 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. | 15.35% | 22.57% | -13.13% | -16.80% | 0.94 | 0.56 | 0.40 |
|
Taurus Largecap Equity Fund |
23 | The Taurus Largecap Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 17<sup>th</sup> KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 10.63% | 18.09% | -13.52% | -19.12% | 0.71 | 0.38 | 0.42 |
|
Hsbc Large Cap Equity Fund |
24 | The Hsbc Large Cap Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. | 18.36% | 19.98% | -13.08% | -14.84% | 0.89 | 0.51 | 0.36 |
|
Axis Bluechip Fund |
25 | The Axis Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 20<sup>th</sup> KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 9.43% | 15.06% | -17.27% | -14.67% | 0.62 | 0.35 | 0.38 |
****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 Frontline Equity Fund |
0.08
|
5 |
0.24
|
10 |
1.96
|
11 |
5.30
|
13 |
18.30
|
11 |
18.72
|
10 |
22.74
|
6 |
13.18
|
9 |
| Baroda BNP Paribas Large Cap Fund |
-0.06
|
12 |
0.43
|
6 |
1.89
|
14 |
5.94
|
10 |
16.87
|
21 |
19.39
|
8 |
|
|
||
| Bank Of India Bluechip Fund |
0.42
|
1 |
1.09
|
2 |
3.26
|
2 |
6.92
|
6 |
20.14
|
4 |
17.22
|
18 |
|
|
||
| Canara Robeco Bluechip Equity Fund |
-0.11
|
15 |
0.17
|
12 |
1.59
|
20 |
3.77
|
24 |
16.13
|
24 |
17.13
|
20 |
19.56
|
15 |
14.79
|
2 |
| DSP Top 100 Equity Fund |
0.37
|
3 |
0.46
|
5 |
1.30
|
24 |
6.22
|
9 |
19.76
|
7 |
19.79
|
6 |
19.33
|
17 |
11.89
|
18 |
| Edelweiss Large Cap Fund |
0.02
|
10 |
0.34
|
8 |
1.93
|
12 |
4.85
|
16 |
17.41
|
18 |
21.49
|
4 |
21.24
|
9 |
13.47
|
7 |
| Franklin India Bluechip Fund |
-0.16
|
17 |
-0.22
|
27 |
1.26
|
25 |
3.94
|
23 |
15.67
|
25 |
15.35
|
24 |
22.57
|
7 |
11.23
|
20 |
| HDFC Top 100 Fund |
0.26
|
4 |
0.55
|
3 |
2.93
|
5 |
7.04
|
5 |
19.82
|
6 |
25.76
|
2 |
27.13
|
2 |
13.68
|
6 |
| HSBC Large Cap Equity Fund |
-0.23
|
22 |
0.14
|
16 |
1.78
|
16 |
5.25
|
14 |
17.99
|
12 |
18.36
|
13 |
19.98
|
13 |
12.58
|
13 |
| ICICI Prudential Bluechip Fund |
0.05
|
7 |
|
2.76
|
6 |
7.15
|
3 |
19.19
|
9 |
23.05
|
3 |
24.72
|
3 |
14.37
|
3 | |
| IDBI India Top 100 Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Large Cap Fund |
-0.45
|
28 |
-0.23
|
28 |
1.18
|
27 |
3.30
|
26 |
17.67
|
15 |
15.43
|
23 |
18.04
|
20 |
11.92
|
16 |
| Indiabulls Blue Chip Fund |
-0.06
|
13 |
0.53
|
4 |
2.34
|
8 |
4.25
|
21 |
15.07
|
26 |
16.14
|
21 |
17.58
|
23 |
10.22
|
22 |
| Invesco India Largecap Fund |
-0.38
|
27 |
-0.02
|
22 |
1.22
|
26 |
3.96
|
22 |
19.90
|
5 |
17.91
|
16 |
19.68
|
14 |
12.88
|
12 |
| ITI Large Cap Fund |
0.04
|
8 |
0.15
|
15 |
1.79
|
15 |
4.51
|
20 |
16.87
|
20 |
18.14
|
14 |
|
|
||
| JM Large Cap Fund |
-0.22
|
21 |
0.20
|
11 |
2.93
|
4 |
7.64
|
2 |
19.48
|
8 |
21.04
|
5 |
18.73
|
18 |
12.29
|
15 |
| Kotak Bluechip Fund |
-0.26
|
23 |
-0.02
|
21 |
1.75
|
17 |
5.08
|
15 |
16.49
|
22 |
17.93
|
15 |
20.77
|
10 |
14.00
|
5 |
| LIC Mf Large Cap Fund |
-0.32
|
25 |
-0.19
|
26 |
0.85
|
28 |
2.70
|
28 |
13.18
|
29 |
11.07
|
27 |
17.61
|
22 |
11.91
|
17 |
| Mahindra Manulife Large Cap Pragati Yojana |
0.05
|
6 |
0.13
|
17 |
2.51
|
7 |
6.26
|
8 |
18.69
|
10 |
17.14
|
19 |
22.26
|
8 |
|
|
| Mirae Asset Large Cap Fund |
-0.07
|
14 |
0.05
|
20 |
1.55
|
21 |
4.54
|
18 |
16.44
|
23 |
15.84
|
22 |
19.51
|
16 |
13.07
|
10 |
| Quant Large Cap Fund |
0.41
|
2 |
1.10
|
1 |
3.09
|
3 |
6.73
|
7 |
22.15
|
2 |
14.22
|
26 |
|
|
||
| Nippon India Large Cap Fund |
0.03
|
9 |
0.34
|
9 |
2.27
|
9 |
7.93
|
1 |
23.78
|
1 |
27.16
|
1 |
30.30
|
1 |
15.15
|
1 |
| SBI Blue Chip Fund |
-0.12
|
16 |
0.43
|
7 |
1.66
|
19 |
3.68
|
25 |
17.44
|
17 |
19.74
|
7 |
23.22
|
4 |
14.35
|
4 |
| Sundaram Large Cap Fund |
-0.19
|
19 |
0.08
|
19 |
1.72
|
18 |
5.37
|
12 |
17.81
|
14 |
18.47
|
11 |
|
|
||
| Tata Large Cap Fund |
-0.18
|
18 |
0.17
|
13 |
1.38
|
23 |
4.52
|
19 |
17.58
|
16 |
18.89
|
9 |
22.95
|
5 |
13.40
|
8 |
| Taurus Largecap Equity Fund |
-0.01
|
11 |
-0.03
|
23 |
3.34
|
1 |
7.14
|
4 |
20.29
|
3 |
10.63
|
28 |
18.09
|
19 |
10.01
|
23 |
| Union Largecap Fund |
-0.21
|
20 |
0.16
|
14 |
1.92
|
13 |
5.51
|
11 |
17.89
|
13 |
18.42
|
12 |
20.76
|
11 |
12.54
|
14 |
| UTI Mastershare Unit Scheme |
-0.35
|
26 |
-0.15
|
24 |
2.01
|
10 |
4.71
|
17 |
17.39
|
19 |
14.55
|
25 |
20.43
|
12 |
13.03
|
11 |
| PGIM India Large Cap Fund |
-0.45
|
29 |
-0.18
|
25 |
0.72
|
29 |
2.75
|
27 |
14.00
|
27 |
17.40
|
17 |
17.63
|
21 |
10.99
|
21 |
| Axis Bluechip Fund |
-0.30
|
24 |
0.13
|
18 |
1.51
|
22 |
2.65
|
29 |
13.82
|
28 |
9.43
|
29 |
15.06
|
24 |
11.88
|
19 |
| 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 Frontline Equity Fund |
0.08
|
5 |
0.24
|
10 |
1.96
|
11 |
5.30
|
13 |
18.30
|
11 |
18.72
|
10 |
22.74
|
6 |
13.18
|
9 |
| Baroda BNP Paribas Large Cap Fund |
-0.06
|
12 |
0.43
|
6 |
1.89
|
14 |
5.94
|
10 |
16.87
|
21 |
19.39
|
8 |
|
|
||
| Bank Of India Bluechip Fund |
0.42
|
1 |
1.09
|
2 |
3.26
|
2 |
6.92
|
6 |
20.14
|
4 |
17.22
|
18 |
|
|
||
| Canara Robeco Bluechip Equity Fund |
-0.11
|
15 |
0.17
|
12 |
1.59
|
20 |
3.77
|
24 |
16.13
|
24 |
17.13
|
20 |
19.56
|
15 |
14.79
|
2 |
| DSP Top 100 Equity Fund |
0.37
|
3 |
0.46
|
5 |
1.30
|
24 |
6.22
|
9 |
19.76
|
7 |
19.79
|
6 |
19.33
|
17 |
11.89
|
18 |
| Edelweiss Large Cap Fund |
0.02
|
10 |
0.34
|
8 |
1.93
|
12 |
4.85
|
16 |
17.41
|
18 |
21.49
|
4 |
21.24
|
9 |
13.47
|
7 |
| Franklin India Bluechip Fund |
-0.16
|
17 |
-0.22
|
27 |
1.26
|
25 |
3.94
|
23 |
15.67
|
25 |
15.35
|
24 |
22.57
|
7 |
11.23
|
20 |
| HDFC Top 100 Fund |
0.26
|
4 |
0.55
|
3 |
2.93
|
5 |
7.04
|
5 |
19.82
|
6 |
25.76
|
2 |
27.13
|
2 |
13.68
|
6 |
| HSBC Large Cap Equity Fund |
-0.23
|
22 |
0.14
|
16 |
1.78
|
16 |
5.25
|
14 |
17.99
|
12 |
18.36
|
13 |
19.98
|
13 |
12.58
|
13 |
| ICICI Prudential Bluechip Fund |
0.05
|
7 |
|
2.76
|
6 |
7.15
|
3 |
19.19
|
9 |
23.05
|
3 |
24.72
|
3 |
14.37
|
3 | |
| IDBI India Top 100 Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Large Cap Fund |
-0.45
|
28 |
-0.23
|
28 |
1.18
|
27 |
3.30
|
26 |
17.67
|
15 |
15.43
|
23 |
18.04
|
20 |
11.92
|
16 |
| Indiabulls Blue Chip Fund |
-0.06
|
13 |
0.53
|
4 |
2.34
|
8 |
4.25
|
21 |
15.07
|
26 |
16.14
|
21 |
17.58
|
23 |
10.22
|
22 |
| Invesco India Largecap Fund |
-0.38
|
27 |
-0.02
|
22 |
1.22
|
26 |
3.96
|
22 |
19.90
|
5 |
17.91
|
16 |
19.68
|
14 |
12.88
|
12 |
| ITI Large Cap Fund |
0.04
|
8 |
0.15
|
15 |
1.79
|
15 |
4.51
|
20 |
16.87
|
20 |
18.14
|
14 |
|
|
||
| JM Large Cap Fund |
-0.22
|
21 |
0.20
|
11 |
2.93
|
4 |
7.64
|
2 |
19.48
|
8 |
21.04
|
5 |
18.73
|
18 |
12.29
|
15 |
| Kotak Bluechip Fund |
-0.26
|
23 |
-0.02
|
21 |
1.75
|
17 |
5.08
|
15 |
16.49
|
22 |
17.93
|
15 |
20.77
|
10 |
14.00
|
5 |
| LIC Mf Large Cap Fund |
-0.32
|
25 |
-0.19
|
26 |
0.85
|
28 |
2.70
|
28 |
13.18
|
29 |
11.07
|
27 |
17.61
|
22 |
11.91
|
17 |
| Mahindra Manulife Large Cap Pragati Yojana |
0.05
|
6 |
0.13
|
17 |
2.51
|
7 |
6.26
|
8 |
18.69
|
10 |
17.14
|
19 |
22.26
|
8 |
|
|
| Mirae Asset Large Cap Fund |
-0.07
|
14 |
0.05
|
20 |
1.55
|
21 |
4.54
|
18 |
16.44
|
23 |
15.84
|
22 |
19.51
|
16 |
13.07
|
10 |
| Quant Large Cap Fund |
0.41
|
2 |
1.10
|
1 |
3.09
|
3 |
6.73
|
7 |
22.15
|
2 |
14.22
|
26 |
|
|
||
| Nippon India Large Cap Fund |
0.03
|
9 |
0.34
|
9 |
2.27
|
9 |
7.93
|
1 |
23.78
|
1 |
27.16
|
1 |
30.30
|
1 |
15.15
|
1 |
| SBI Blue Chip Fund |
-0.12
|
16 |
0.43
|
7 |
1.66
|
19 |
3.68
|
25 |
17.44
|
17 |
19.74
|
7 |
23.22
|
4 |
14.35
|
4 |
| Sundaram Large Cap Fund |
-0.19
|
19 |
0.08
|
19 |
1.72
|
18 |
5.37
|
12 |
17.81
|
14 |
18.47
|
11 |
|
|
||
| Tata Large Cap Fund |
-0.18
|
18 |
0.17
|
13 |
1.38
|
23 |
4.52
|
19 |
17.58
|
16 |
18.89
|
9 |
22.95
|
5 |
13.40
|
8 |
| Taurus Largecap Equity Fund |
-0.01
|
11 |
-0.03
|
23 |
3.34
|
1 |
7.14
|
4 |
20.29
|
3 |
10.63
|
28 |
18.09
|
19 |
10.01
|
23 |
| Union Largecap Fund |
-0.21
|
20 |
0.16
|
14 |
1.92
|
13 |
5.51
|
11 |
17.89
|
13 |
18.42
|
12 |
20.76
|
11 |
12.54
|
14 |
| UTI Mastershare Unit Scheme |
-0.35
|
26 |
-0.15
|
24 |
2.01
|
10 |
4.71
|
17 |
17.39
|
19 |
14.55
|
25 |
20.43
|
12 |
13.03
|
11 |
| PGIM India Large Cap Fund |
-0.45
|
29 |
-0.18
|
25 |
0.72
|
29 |
2.75
|
27 |
14.00
|
27 |
17.40
|
17 |
17.63
|
21 |
10.99
|
21 |
| Axis Bluechip Fund |
-0.30
|
24 |
0.13
|
18 |
1.51
|
22 |
2.65
|
29 |
13.82
|
28 |
9.43
|
29 |
15.06
|
24 |
11.88
|
19 |
| 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 Frontline Equity Fund |
1.78
|
8 |
4.26
|
14 |
6.93
|
9 |
10.31
|
4 |
15.83
|
7 |
| Axis Bluechip Fund |
0.72
|
29 |
1.84
|
29 |
3.03
|
29 |
2.94
|
26 |
15.23
|
16 |
| Franklin India Bluechip Fund |
1.43
|
19 |
2.79
|
28 |
4.99
|
25 |
5.52
|
25 |
15.20
|
17 |
| Mirae Asset Large Cap Fund |
1.61
|
15 |
3.92
|
19 |
5.48
|
22 |
8.70
|
14 |
15.55
|
9 |
| Canara Robeco Bluechip Equity Fund |
1.22
|
26 |
4.10
|
17 |
6.74
|
11 |
8.19
|
16 |
18.34
|
2 |
| Dsp Top 100 Equity Fund |
1.28
|
24 |
4.18
|
15 |
8.32
|
3 |
7.37
|
22 |
11.28
|
23 |
| Edelweiss Large Cap Fund |
1.58
|
16 |
4.93
|
7 |
7.54
|
6 |
9.76
|
9 |
15.66
|
8 |
| Hdfc Top 100 Fund |
2.04
|
3 |
5.67
|
1 |
8.58
|
2 |
14.10
|
2 |
14.45
|
19 |
| Hsbc Large Cap Equity Fund |
1.62
|
13 |
3.96
|
18 |
5.92
|
18 |
7.63
|
21 |
14.56
|
18 |
| Icici Prudential Bluechip Fund |
2.16
|
1 |
5.65
|
2 |
8.27
|
4 |
12.91
|
3 |
17.01
|
3 |
| Idbi India Top 100 Equity Fund |
0.31
|
30 |
3.68
|
23 |
6.31
|
15 |
9.62
|
10 |
18.36
|
1 |
| Idfc Large Cap Fund |
0.98
|
27 |
3.40
|
25 |
5.92
|
17 |
8.38
|
15 |
15.35
|
13 |
| Indiabulls Blue Chip Fund |
1.52
|
18 |
4.31
|
11 |
5.36
|
23 |
7.87
|
20 |
11.22
|
24 |
| Invesco India Largecap Fund |
1.32
|
22 |
3.42
|
24 |
6.17
|
16 |
10.27
|
5 |
15.47
|
11 |
| Jm Large Cap Fund |
1.89
|
6 |
5.13
|
6 |
7.40
|
7 |
10.00
|
8 |
14.43
|
20 |
| Kotak Bluechip Fund |
1.66
|
11 |
3.87
|
21 |
6.40
|
13 |
8.95
|
12 |
16.82
|
5 |
| Mahindra Pragati Bluechip Yojana |
2.03
|
4 |
4.13
|
16 |
5.21
|
24 |
8.12
|
17 |
|
|
| Nippon India Large Cap Fund |
2.15
|
2 |
5.60
|
3 |
10.55
|
1 |
16.00
|
1 |
15.52
|
10 |
| Pgim India Large Cap Fund |
1.26
|
25 |
4.72
|
10 |
6.86
|
10 |
7.25
|
23 |
12.90
|
21 |
| Sbi Blue Chip Fund |
1.31
|
23 |
4.31
|
12 |
7.64
|
5 |
9.46
|
11 |
16.40
|
6 |
| Tata Large Cap Fund |
1.79
|
7 |
4.81
|
8 |
6.43
|
12 |
10.25
|
6 |
15.27
|
15 |
| Union Largecap Fund |
1.61
|
14 |
3.86
|
22 |
5.53
|
21 |
8.83
|
13 |
15.29
|
14 |
| Uti Mastershare Unit Scheme |
1.65
|
12 |
3.17
|
26 |
4.86
|
26 |
7.97
|
19 |
16.88
|
4 |
| Taurus Largecap Equity Fund |
1.56
|
17 |
4.29
|
13 |
3.16
|
28 |
8.02
|
18 |
12.56
|
22 |
| Lic Mf Large Cap Fund |
0.91
|
28 |
3.14
|
27 |
3.88
|
27 |
6.18
|
24 |
15.38
|
12 |
| Iti Large Cap Fund |
1.40
|
20 |
5.35
|
4 |
6.39
|
14 |
|
|
||
| Sundaram Large Cap Fund |
1.73
|
10 |
5.19
|
5 |
5.85
|
20 |
10.23
|
7 |
|
|
| Boi Axa Bluechip Fund |
1.38
|
21 |
3.89
|
20 |
5.91
|
19 |
|
|
||
| Baroda Bnp Paribas Large Cap Fund |
1.74
|
9 |
4.72
|
9 |
7.04
|
8 |
|
|
||
| Quant Large Cap Fund |
1.98
|
5 |
|
|
|
|
||||
| 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 Frontline Equity Fund |
1.84
|
10 |
4.43
|
15 |
7.29
|
12 |
11.06
|
9 |
16.62
|
13 |
| Axis Bluechip Fund |
0.80
|
29 |
2.10
|
29 |
3.57
|
28 |
3.97
|
26 |
16.63
|
12 |
| Franklin India Bluechip Fund |
1.50
|
21 |
2.99
|
28 |
5.48
|
25 |
6.36
|
25 |
16.05
|
16 |
| Mirae Asset Large Cap Fund |
1.69
|
15 |
4.20
|
20 |
6.02
|
22 |
9.84
|
15 |
16.82
|
9 |
| Canara Robeco Bluechip Equity Fund |
1.34
|
26 |
4.48
|
14 |
7.49
|
10 |
9.86
|
14 |
20.09
|
1 |
| Dsp Top 100 Equity Fund |
1.35
|
25 |
4.39
|
16 |
8.74
|
3 |
8.21
|
22 |
12.14
|
24 |
| Edelweiss Large Cap Fund |
1.70
|
13 |
5.36
|
6 |
8.39
|
5 |
11.53
|
6 |
17.49
|
6 |
| Hdfc Top 100 Fund |
2.08
|
5 |
5.83
|
3 |
8.90
|
2 |
14.76
|
2 |
15.12
|
20 |
| Hsbc Large Cap Equity Fund |
1.70
|
14 |
4.21
|
18 |
6.42
|
20 |
8.66
|
21 |
15.65
|
18 |
| Icici Prudential Bluechip Fund |
2.20
|
2 |
5.84
|
2 |
8.58
|
4 |
13.62
|
3 |
17.75
|
5 |
| Idbi India Top 100 Equity Fund |
0.42
|
30 |
3.97
|
23 |
6.88
|
16 |
10.80
|
10 |
19.80
|
2 |
| Idfc Large Cap Fund |
1.10
|
27 |
3.72
|
25 |
6.57
|
18 |
9.72
|
16 |
16.64
|
11 |
| Indiabulls Blue Chip Fund |
1.61
|
17 |
4.63
|
12 |
5.94
|
24 |
9.26
|
18 |
12.83
|
22 |
| Invesco India Largecap Fund |
1.42
|
22 |
3.80
|
24 |
6.96
|
15 |
11.91
|
5 |
17.05
|
8 |
| Jm Large Cap Fund |
1.95
|
6 |
5.32
|
7 |
7.79
|
7 |
11.07
|
8 |
15.59
|
19 |
| Kotak Bluechip Fund |
1.76
|
11 |
4.20
|
19 |
7.08
|
13 |
10.33
|
11 |
18.22
|
3 |
| Mahindra Pragati Bluechip Yojana |
2.20
|
3 |
4.64
|
11 |
6.17
|
21 |
10.17
|
13 |
|
|
| Nippon India Large Cap Fund |
2.22
|
1 |
5.83
|
4 |
11.02
|
1 |
17.03
|
1 |
16.51
|
14 |
| Pgim India Large Cap Fund |
1.39
|
23 |
5.11
|
8 |
7.67
|
9 |
8.87
|
20 |
14.54
|
21 |
| Sbi Blue Chip Fund |
1.37
|
24 |
4.51
|
13 |
8.03
|
6 |
10.27
|
12 |
17.29
|
7 |
| Tata Large Cap Fund |
1.87
|
7 |
5.07
|
9 |
6.99
|
14 |
11.36
|
7 |
16.28
|
15 |
| Union Largecap Fund |
1.65
|
16 |
4.05
|
22 |
5.96
|
23 |
9.65
|
17 |
16.01
|
17 |
| Uti Mastershare Unit Scheme |
1.73
|
12 |
3.40
|
26 |
5.33
|
26 |
8.94
|
19 |
17.95
|
4 |
| Taurus Largecap Equity Fund |
1.57
|
19 |
4.31
|
17 |
3.20
|
29 |
8.11
|
23 |
12.73
|
23 |
| Lic Mf Large Cap Fund |
1.00
|
28 |
3.40
|
27 |
4.42
|
27 |
7.49
|
24 |
16.78
|
10 |
| Iti Large Cap Fund |
1.58
|
18 |
5.87
|
1 |
7.47
|
11 |
|
|
||
| Sundaram Large Cap Fund |
1.85
|
8 |
5.55
|
5 |
6.57
|
17 |
12.04
|
4 |
|
|
| Boi Axa Bluechip Fund |
1.53
|
20 |
4.11
|
21 |
6.46
|
19 |
|
|
||
| Baroda Bnp Paribas Large Cap Fund |
1.84
|
9 |
5.04
|
10 |
7.68
|
8 |
|
|
||
| Quant Large Cap Fund |
2.14
|
4 |
|
|
|
|
||||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Frontline Equity Fund |
-12.42
|
6 |
-11.38
|
7 |
-4.13
|
7 |
14.01
|
13 |
9.31
|
12 |
| Baroda Bnp Paribas Large Cap Fund |
|
|
|
|
|
|||||
| Canara Robeco Bluechip Equity Fund |
-12.69
|
8 |
-12.48
|
13 |
-4.35
|
9 |
13.09
|
2 |
8.79
|
2 |
| Dsp Top 100 Equity Fund |
-15.50
|
22 |
-14.68
|
24 |
-5.63
|
18 |
13.48
|
8 |
9.08
|
8 |
| Edelweiss Large Cap Fund |
-12.40
|
5 |
-11.44
|
8 |
-4.12
|
6 |
13.55
|
10 |
9.14
|
9 |
| Franklin India Bluechip Fund |
-16.80
|
24 |
-13.13
|
17 |
-6.34
|
20 |
15.14
|
22 |
9.79
|
20 |
| Hdfc Top 100 Fund |
-15.09
|
21 |
-6.79
|
1 |
-3.93
|
3 |
15.28
|
23 |
10.10
|
23 |
| Hsbc Large Cap Equity Fund |
-14.84
|
19 |
-13.08
|
16 |
-4.99
|
12 |
14.82
|
21 |
9.84
|
22 |
| Icici Prudential Bluechip Fund |
-11.65
|
2 |
-8.34
|
3 |
-3.45
|
1 |
13.32
|
6 |
8.87
|
4 |
| Idbi India Top 100 Equity Fund |
-12.97
|
10 |
-12.00
|
12 |
-6.36
|
21 |
14.15
|
14 |
9.79
|
19 |
| Idfc Large Cap Fund |
-13.31
|
12 |
-13.18
|
18 |
-5.65
|
19 |
13.33
|
7 |
8.80
|
3 |
| Indiabulls Blue Chip Fund |
-16.32
|
23 |
-12.63
|
14 |
-5.59
|
16 |
14.34
|
17 |
9.80
|
21 |
| Invesco India Largecap Fund |
-14.03
|
16 |
-14.38
|
22 |
-5.62
|
17 |
13.82
|
11 |
9.68
|
17 |
| Jm Large Cap Fund |
-11.47
|
1 |
-10.73
|
5 |
-3.50
|
2 |
11.62
|
1 |
8.22
|
1 |
| Kotak Bluechip Fund |
-12.93
|
9 |
-11.63
|
9 |
-4.90
|
10 |
13.28
|
5 |
9.02
|
7 |
| Lic Mf Large Cap Fund |
-12.28
|
4 |
-14.50
|
23 |
-6.97
|
22 |
14.33
|
16 |
9.41
|
13 |
| Mahindra Manulife Large Cap Pragati Yojana |
-14.94
|
20 |
-11.66
|
10 |
-5.51
|
14 |
13.54
|
9 |
9.18
|
10 |
| Mirae Asset Large Cap Fund |
-13.39
|
13 |
-10.99
|
6 |
-4.17
|
8 |
13.21
|
3 |
8.98
|
6 |
| Nippon India Large Cap Fund |
-14.66
|
17 |
-7.75
|
2 |
-4.01
|
4 |
16.11
|
25 |
10.67
|
24 |
| Sbi Blue Chip Fund |
-11.81
|
3 |
-10.33
|
4 |
-4.04
|
5 |
14.54
|
19 |
9.29
|
11 |
| Tata Large Cap Fund |
-13.46
|
14 |
-11.92
|
11 |
-5.55
|
15 |
14.35
|
18 |
9.71
|
18 |
| Taurus Largecap Equity Fund |
-19.12
|
25 |
-13.52
|
19 |
-7.86
|
25 |
15.95
|
24 |
10.94
|
25 |
| Union Largecap Fund |
-12.66
|
7 |
-14.04
|
20 |
-5.15
|
13 |
14.21
|
15 |
9.60
|
15 |
| Uti Mastershare Unit Scheme |
-13.70
|
15 |
-12.94
|
15 |
-4.97
|
11 |
13.99
|
12 |
9.51
|
14 |
| Pgim India Large Cap Fund |
-13.15
|
11 |
-14.17
|
21 |
-7.41
|
23 |
13.23
|
4 |
8.98
|
5 |
| Axis Bluechip Fund |
-14.67
|
18 |
-17.27
|
25 |
-7.42
|
24 |
14.78
|
20 |
9.68
|
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 Frontline Equity Fund |
1.15
|
5 |
0.70
|
5 |
1.14
|
5 |
0.39
|
1.00
|
9 | 0.95 | 8 |
0.97
|
5 |
0.17
|
9 |
1.96
|
6 |
-0.2636
|
9 |
| Baroda Bnp Paribas Large Cap Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Canara Robeco Bluechip Equity Fund |
1.05
|
12 |
0.61
|
11 |
0.96
|
13 |
0.38
|
-0.77
|
16 | 0.89 | 15 |
0.97
|
4 |
0.15
|
15 |
1.84
|
12 |
-3.4872
|
17 |
| Dsp Top 100 Equity Fund |
0.91
|
20 |
0.51
|
19 |
0.82
|
22 |
0.39
|
-2.01
|
20 | 0.88 | 19 |
0.89
|
15 |
0.14
|
20 |
1.69
|
20 |
-5.0445
|
21 |
| Edelweiss Large Cap Fund |
1.13
|
8 |
0.67
|
6 |
1.09
|
7 |
0.36
|
0.88
|
10 | 0.92 | 11 |
0.97
|
1 |
0.17
|
11 |
1.94
|
8 |
-1.1076
|
10 |
| Franklin India Bluechip Fund |
0.94
|
18 |
0.56
|
16 |
0.96
|
14 |
0.40
|
4.97
|
3 | 0.76 | 24 |
0.50
|
25 |
0.19
|
4 |
1.69
|
19 |
-0.2364
|
8 |
| Hdfc Top 100 Fund |
1.21
|
3 |
0.74
|
4 |
1.59
|
2 |
0.39
|
8.56
|
1 | 0.80 | 22 |
0.55
|
24 |
0.23
|
1 |
1.97
|
4 |
4.2415
|
2 |
| Hsbc Large Cap Equity Fund |
0.89
|
21 |
0.51
|
20 |
0.91
|
17 |
0.36
|
-3.29
|
22 | 0.99 | 3 |
0.95
|
7 |
0.13
|
21 |
1.67
|
21 |
-3.4611
|
16 |
| Icici Prudential Bluechip Fund |
1.28
|
2 |
0.79
|
2 |
1.38
|
3 |
0.39
|
7.89
|
2 | 0.76 | 23 |
0.65
|
23 |
0.22
|
2 |
2.04
|
2 |
2.7388
|
3 |
| Idbi India Top 100 Equity Fund |
1.12
|
9 |
0.63
|
10 |
1.09
|
8 |
0.37
|
4.02
|
5 | 0.88 | 17 |
0.77
|
21 |
0.18
|
5 |
1.88
|
9 |
1.4396
|
4 |
| Idfc Large Cap Fund |
1.01
|
15 |
0.59
|
13 |
0.93
|
15 |
0.37
|
-0.64
|
15 | 0.87 | 20 |
0.91
|
14 |
0.15
|
14 |
1.80
|
15 |
-3.7192
|
19 |
| Indiabulls Blue Chip Fund |
0.80
|
22 |
0.43
|
23 |
0.85
|
21 |
0.40
|
-4.20
|
23 | 0.96 | 7 |
0.94
|
10 |
0.12
|
23 |
1.58
|
22 |
-5.2740
|
22 |
| Invesco India Largecap Fund |
1.02
|
14 |
0.55
|
17 |
0.91
|
18 |
0.36
|
0.51
|
13 | 0.88 | 18 |
0.86
|
18 |
0.16
|
12 |
1.82
|
13 |
-2.3985
|
13 |
| Jm Large Cap Fund |
0.94
|
19 |
0.50
|
21 |
0.90
|
19 |
0.38
|
0.52
|
12 | 0.74 | 25 |
0.88
|
17 |
0.15
|
17 |
1.74
|
18 |
-5.7375
|
23 |
| Kotak Bluechip Fund |
1.14
|
6 |
0.67
|
7 |
1.08
|
9 |
0.38
|
1.15
|
8 | 0.90 | 14 |
0.97
|
2 |
0.17
|
10 |
1.95
|
7 |
-1.2745
|
11 |
| Lic Mf Large Cap Fund |
0.78
|
23 |
0.45
|
22 |
0.77
|
24 |
0.40
|
-1.33
|
18 | 0.90 | 13 |
0.78
|
20 |
0.12
|
22 |
1.52
|
23 |
-3.5500
|
18 |
| Mahindra Manulife Large Cap Pragati Yojana |
1.05
|
11 |
0.60
|
12 |
1.03
|
11 |
0.39
|
0.05
|
14 | 0.90 | 12 |
0.94
|
11 |
0.16
|
13 |
1.85
|
11 |
-2.3298
|
12 |
| Mirae Asset Large Cap Fund |
1.09
|
10 |
0.63
|
9 |
1.07
|
10 |
0.37
|
4.01
|
6 | 0.81 | 21 |
0.75
|
22 |
0.18
|
6 |
1.85
|
10 |
-0.0891
|
7 |
| Nippon India Large Cap Fund |
1.36
|
1 |
0.85
|
1 |
1.71
|
1 |
0.39
|
4.12
|
4 | 1.04 | 1 |
0.88
|
16 |
0.21
|
3 |
2.16
|
1 |
5.1779
|
1 |
| Sbi Blue Chip Fund |
1.18
|
4 |
0.78
|
3 |
1.25
|
4 |
0.41
|
0.75
|
11 | 0.98 | 4 |
0.95
|
8 |
0.18
|
7 |
1.98
|
3 |
0.1661
|
5 |
| Tata Large Cap Fund |
1.14
|
7 |
0.66
|
8 |
1.12
|
6 |
0.36
|
1.52
|
7 | 0.94 | 10 |
0.93
|
12 |
0.17
|
8 |
1.96
|
5 |
0.0200
|
6 |
| Taurus Largecap Equity Fund |
0.71
|
24 |
0.38
|
24 |
0.81
|
23 |
0.42
|
-6.30
|
24 | 1.01 | 2 |
0.84
|
19 |
0.11
|
24 |
1.48
|
24 |
-6.0782
|
24 |
| Union Largecap Fund |
0.98
|
16 |
0.57
|
15 |
0.91
|
16 |
0.37
|
-2.35
|
21 | 0.97 | 6 |
0.97
|
3 |
0.14
|
19 |
1.77
|
16 |
-3.1906
|
15 |
| Uti Mastershare Unit Scheme |
1.03
|
13 |
0.59
|
14 |
0.98
|
12 |
0.40
|
-1.39
|
19 | 0.94 | 9 |
0.96
|
6 |
0.15
|
16 |
1.82
|
14 |
-2.7595
|
14 |
| Pgim India Large Cap Fund |
0.97
|
17 |
0.55
|
18 |
0.86
|
20 |
0.39
|
-0.93
|
17 | 0.88 | 16 |
0.94
|
9 |
0.15
|
18 |
1.77
|
17 |
-3.7358
|
20 |
| Axis Bluechip Fund |
0.62
|
25 |
0.35
|
25 |
0.62
|
25 |
0.38
|
-6.97
|
25 | 0.97 | 5 |
0.91
|
13 |
0.09
|
25 |
1.38
|
25 |
-7.6993
|
25 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.