Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Mid Cap Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Motilal Oswal Midcap 30 Fund (Mof30) |
1 | The Motilal Oswal Midcap 30 Fund (Mof30) is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 18 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 does not have any KPI that are bottom quartile. | 29.19% | 38.46% | -9.07% | -13.20% | 1.85 | 1.19 | 0.37 |
|
Kotak Emerging Equity Fund |
2 | The Kotak Emerging Equity Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 18.72% | 32.71% | -9.66% | -15.39% | 1.65 | 1.22 | 0.40 |
|
Sbi Magnum Midcap Fund |
3 | The Sbi Magnum Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 one performance parameter that is in bottom quartile. | 21.84% | 37.06% | -8.36% | -13.64% | 1.78 | 1.38 | 0.38 |
|
Nippon India Growth Fund |
4 | The Nippon India Growth Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 does not have any KPI that are bottom quartile. | 21.86% | 34.19% | -10.18% | -14.69% | 1.60 | 1.14 | 0.39 |
|
Hdfc Mid Cap Opportunities Fund |
5 | The Hdfc Mid Cap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% 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. | 28.51% | 34.54% | -9.43% | -16.06% | 1.65 | 1.23 | 0.39 |
|
Quant Mid Cap Fund |
6 | The Quant Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% 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 eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 15.38% | 37.02% | -11.98% | -19.24% | 1.80 | 1.19 | 0.42 |
|
Mirae Asset Midcap Fund |
7 | The Mirae Asset Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has two KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 15.36% | 32.61% | -10.36% | -13.62% | 1.58 | 1.09 | 0.40 |
|
Edelweiss Mid Cap Fund |
8 | The Edelweiss Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has one KPI that is in top quartile. The fund has one performance parameter that is in bottom quartile. | 20.98% | 33.78% | -12.36% | -16.49% | 1.55 | 1.13 | 0.40 |
|
Sundaram Mid Cap Fund |
9 | The Sundaram Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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. | 20.60% | 28.03% | -11.14% | -12.67% | 1.31 | 0.95 | 0.39 |
|
Pgim India Midcap Opportunities Fund |
10 | The Pgim India Midcap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 nine KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 13.34% | 36.90% | -13.48% | -11.84% | 1.79 | 1.33 | 0.42 |
|
Tata Mid Cap Growth Fund |
11 | The Tata Mid Cap Growth Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 19.83% | 28.37% | -11.82% | -16.12% | 1.38 | 0.94 | 0.41 |
|
Uti Mid Cap Fund |
12 | The Uti Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 17.58% | 30.24% | -13.27% | -14.16% | 1.47 | 1.02 | 0.41 |
|
Union Midcap Fund |
13 | The Union Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has one KPI that is 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. | 16.14% | 33.26% | -13.83% | -15.99% | 1.57 | 1.02 | 0.38 |
|
Invesco India Midcap Fund |
14 | The Invesco India Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 19.71% | 27.68% | -14.57% | -16.11% | 1.32 | 0.85 | 0.41 |
|
Aditya Birla Sun Life Midcap Fund |
15 | The Aditya Birla Sun Life Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund does not have any KPI that are top quartile. The fund has six KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 12.18% | 29.38% | -12.70% | -16.41% | 1.35 | 0.89 | 0.36 |
|
Mahindra Manulife Mid Cap Unnati Yojana |
16 | The Mahindra Manulife Mid Cap Unnati Yojana is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 19.52% | 29.78% | -12.74% | -18.97% | 1.33 | 0.83 | 0.38 |
|
Axis Midcap Fund |
17 | The Axis Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 13 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. | 15.83% | 24.84% | -14.82% | -14.34% | 1.13 | 0.72 | 0.38 |
|
Bank Of India Mid & Small Cap Equity & Debt Fund |
18 | The Bank Of India Mid & Small Cap Equity & Debt Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. | 14.18% | 28.45% | -17.76% | -19.78% | 1.38 | 0.75 | 0.40 |
|
Franklin India Prima Fund |
19 | The Franklin India Prima Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 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. | 22.43% | 26.48% | -16.74% | -16.65% | 1.16 | 0.81 | 0.38 |
|
Dsp Midcap Fund |
20 | The Dsp Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has one KPI that is in top quartile. The fund has 20 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. | 11.91% | 20.00% | -16.40% | -17.81% | 0.94 | 0.60 | 0.44 |
|
Taurus Discovery (Midcap) Fund |
21 | The Taurus Discovery (Midcap) Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 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 13 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. | 21.10% | 26.38% | -13.71% | -17.79% | 1.08 | 0.62 | 0.43 |
|
Idbi Midcap Fund |
22 | The Idbi Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund does not have any KPI that are top quartile. The fund has 20 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. | 15.69% | 24.45% | -16.68% | -18.11% | 1.06 | 0.69 | 0.40 |
****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 Midcap Fund |
-0.01
|
21 |
1.06
|
23 |
5.93
|
10 |
8.51
|
15 |
3.25
|
11 |
12.18
|
23 |
29.38
|
13 |
9.81
|
18 |
| Axis Midcap Fund |
0.15
|
13 |
1.14
|
20 |
5.94
|
9 |
9.91
|
10 |
4.11
|
6 |
15.83
|
17 |
24.84
|
20 |
15.63
|
6 |
| Franklin India Prima Fund |
0.03
|
19 |
1.48
|
16 |
6.35
|
7 |
8.94
|
13 |
2.71
|
14 |
22.43
|
3 |
26.48
|
18 |
10.90
|
16 |
| Mirae Asset Midcap Fund |
0.20
|
10 |
1.63
|
15 |
5.56
|
14 |
7.85
|
17 |
0.07
|
22 |
15.36
|
20 |
32.61
|
10 |
|
|
| Bank Of India Mid & Small Cap Equity & Debt Fund |
0.54
|
2 |
1.91
|
7 |
2.83
|
23 |
6.01
|
23 |
1.95
|
17 |
14.18
|
21 |
28.45
|
14 |
11.26
|
15 |
| DSP Midcap Fund |
-0.01
|
22 |
1.08
|
22 |
4.91
|
20 |
7.54
|
19 |
0.74
|
21 |
11.91
|
24 |
20.00
|
22 |
10.46
|
17 |
| Edelweiss Mid Cap Fund |
0.24
|
8 |
1.75
|
11 |
5.41
|
16 |
9.76
|
11 |
3.46
|
10 |
20.98
|
7 |
33.78
|
7 |
14.94
|
10 |
| HDFC Mid Cap Opportunities Fund |
0.34
|
6 |
2.37
|
1 |
5.96
|
8 |
11.15
|
1 |
6.46
|
3 |
28.51
|
2 |
34.54
|
5 |
14.63
|
12 |
| IDBI Midcap Fund |
0.06
|
17 |
1.66
|
14 |
5.84
|
12 |
10.72
|
7 |
0.97
|
20 |
15.69
|
18 |
24.45
|
21 |
9.04
|
20 |
| Invesco India Midcap Fund |
0.10
|
14 |
1.32
|
17 |
5.00
|
19 |
10.89
|
4 |
3.65
|
9 |
19.71
|
10 |
27.68
|
17 |
15.11
|
8 |
| Kotak Emerging Equity Fund |
0.23
|
9 |
1.28
|
19 |
5.01
|
18 |
6.57
|
21 |
3.13
|
12 |
18.72
|
12 |
32.71
|
9 |
15.49
|
7 |
| Mahindra Manulife Mid Cap Unnati Yojana |
0.65
|
1 |
2.21
|
2 |
6.67
|
4 |
10.69
|
8 |
5.75
|
4 |
19.52
|
11 |
29.78
|
12 |
14.75
|
11 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
-0.33
|
24 |
2.00
|
3 |
8.69
|
1 |
11.01
|
3 |
6.49
|
2 |
29.19
|
1 |
38.46
|
1 |
17.26
|
3 |
| Nippon India Growth Fund |
0.10
|
15 |
1.67
|
13 |
6.59
|
5 |
10.80
|
6 |
3.99
|
7 |
21.86
|
4 |
34.19
|
6 |
16.45
|
4 |
| PGIM India Midcap Opportunities Fund |
0.00
|
20 |
0.69
|
24 |
4.88
|
21 |
6.21
|
22 |
-1.81
|
23 |
13.34
|
22 |
36.90
|
4 |
18.03
|
2 |
| Quant Mid Cap Fund |
0.05
|
18 |
1.12
|
21 |
2.41
|
24 |
5.81
|
24 |
-3.26
|
24 |
15.38
|
19 |
37.02
|
3 |
19.45
|
1 |
| SBI Magnum Midcap Fund |
0.30
|
7 |
1.99
|
4 |
5.76
|
13 |
9.71
|
12 |
7.65
|
1 |
21.84
|
5 |
37.06
|
2 |
16.28
|
5 |
| Sundaram Mid Cap Fund |
0.20
|
11 |
1.30
|
18 |
5.47
|
15 |
8.22
|
16 |
2.17
|
15 |
20.60
|
8 |
28.03
|
16 |
9.29
|
19 |
| Tata Mid Cap Growth Fund |
-0.03
|
23 |
1.88
|
8 |
7.14
|
3 |
10.84
|
5 |
5.72
|
5 |
19.83
|
9 |
28.37
|
15 |
15.06
|
9 |
| UTI Mid Cap Fund |
0.18
|
12 |
1.72
|
12 |
6.36
|
6 |
8.63
|
14 |
2.16
|
16 |
17.58
|
14 |
30.24
|
11 |
13.07
|
14 |
| Taurus Discovery (Midcap) Fund |
0.07
|
16 |
1.95
|
6 |
8.00
|
2 |
11.11
|
2 |
3.84
|
8 |
21.10
|
6 |
26.38
|
19 |
13.20
|
13 |
| Union Midcap Fund |
0.37
|
4 |
1.87
|
9 |
5.89
|
11 |
10.37
|
9 |
2.74
|
13 |
16.14
|
16 |
33.26
|
8 |
|
|
| ITI Mid Cap Fund |
0.35
|
5 |
1.96
|
5 |
5.13
|
17 |
7.72
|
18 |
1.95
|
18 |
18.41
|
13 |
|
|
||
| Baroda BNP Paribas Mid Cap Fund |
0.40
|
3 |
1.78
|
10 |
3.92
|
22 |
7.16
|
20 |
1.87
|
19 |
16.24
|
15 |
|
|
||
| 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 Midcap Fund |
-0.01
|
21 |
1.06
|
23 |
5.93
|
10 |
8.51
|
15 |
3.25
|
11 |
12.18
|
23 |
29.38
|
13 |
9.81
|
18 |
| Axis Midcap Fund |
0.15
|
13 |
1.14
|
20 |
5.94
|
9 |
9.91
|
10 |
4.11
|
6 |
15.83
|
17 |
24.84
|
20 |
15.63
|
6 |
| Franklin India Prima Fund |
0.03
|
19 |
1.48
|
16 |
6.35
|
7 |
8.94
|
13 |
2.71
|
14 |
22.43
|
3 |
26.48
|
18 |
10.90
|
16 |
| Mirae Asset Midcap Fund |
0.20
|
10 |
1.63
|
15 |
5.56
|
14 |
7.85
|
17 |
0.07
|
22 |
15.36
|
20 |
32.61
|
10 |
|
|
| Bank Of India Mid & Small Cap Equity & Debt Fund |
0.54
|
2 |
1.91
|
7 |
2.83
|
23 |
6.01
|
23 |
1.95
|
17 |
14.18
|
21 |
28.45
|
14 |
11.26
|
15 |
| DSP Midcap Fund |
-0.01
|
22 |
1.08
|
22 |
4.91
|
20 |
7.54
|
19 |
0.74
|
21 |
11.91
|
24 |
20.00
|
22 |
10.46
|
17 |
| Edelweiss Mid Cap Fund |
0.24
|
8 |
1.75
|
11 |
5.41
|
16 |
9.76
|
11 |
3.46
|
10 |
20.98
|
7 |
33.78
|
7 |
14.94
|
10 |
| HDFC Mid Cap Opportunities Fund |
0.34
|
6 |
2.37
|
1 |
5.96
|
8 |
11.15
|
1 |
6.46
|
3 |
28.51
|
2 |
34.54
|
5 |
14.63
|
12 |
| IDBI Midcap Fund |
0.06
|
17 |
1.66
|
14 |
5.84
|
12 |
10.72
|
7 |
0.97
|
20 |
15.69
|
18 |
24.45
|
21 |
9.04
|
20 |
| Invesco India Midcap Fund |
0.10
|
14 |
1.32
|
17 |
5.00
|
19 |
10.89
|
4 |
3.65
|
9 |
19.71
|
10 |
27.68
|
17 |
15.11
|
8 |
| Kotak Emerging Equity Fund |
0.23
|
9 |
1.28
|
19 |
5.01
|
18 |
6.57
|
21 |
3.13
|
12 |
18.72
|
12 |
32.71
|
9 |
15.49
|
7 |
| Mahindra Manulife Mid Cap Unnati Yojana |
0.65
|
1 |
2.21
|
2 |
6.67
|
4 |
10.69
|
8 |
5.75
|
4 |
19.52
|
11 |
29.78
|
12 |
14.75
|
11 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
-0.33
|
24 |
2.00
|
3 |
8.69
|
1 |
11.01
|
3 |
6.49
|
2 |
29.19
|
1 |
38.46
|
1 |
17.26
|
3 |
| Nippon India Growth Fund |
0.10
|
15 |
1.67
|
13 |
6.59
|
5 |
10.80
|
6 |
3.99
|
7 |
21.86
|
4 |
34.19
|
6 |
16.45
|
4 |
| PGIM India Midcap Opportunities Fund |
0.00
|
20 |
0.69
|
24 |
4.88
|
21 |
6.21
|
22 |
-1.81
|
23 |
13.34
|
22 |
36.90
|
4 |
18.03
|
2 |
| Quant Mid Cap Fund |
0.05
|
18 |
1.12
|
21 |
2.41
|
24 |
5.81
|
24 |
-3.26
|
24 |
15.38
|
19 |
37.02
|
3 |
19.45
|
1 |
| SBI Magnum Midcap Fund |
0.30
|
7 |
1.99
|
4 |
5.76
|
13 |
9.71
|
12 |
7.65
|
1 |
21.84
|
5 |
37.06
|
2 |
16.28
|
5 |
| Sundaram Mid Cap Fund |
0.20
|
11 |
1.30
|
18 |
5.47
|
15 |
8.22
|
16 |
2.17
|
15 |
20.60
|
8 |
28.03
|
16 |
9.29
|
19 |
| Tata Mid Cap Growth Fund |
-0.03
|
23 |
1.88
|
8 |
7.14
|
3 |
10.84
|
5 |
5.72
|
5 |
19.83
|
9 |
28.37
|
15 |
15.06
|
9 |
| UTI Mid Cap Fund |
0.18
|
12 |
1.72
|
12 |
6.36
|
6 |
8.63
|
14 |
2.16
|
16 |
17.58
|
14 |
30.24
|
11 |
13.07
|
14 |
| Taurus Discovery (Midcap) Fund |
0.07
|
16 |
1.95
|
6 |
8.00
|
2 |
11.11
|
2 |
3.84
|
8 |
21.10
|
6 |
26.38
|
19 |
13.20
|
13 |
| Union Midcap Fund |
0.37
|
4 |
1.87
|
9 |
5.89
|
11 |
10.37
|
9 |
2.74
|
13 |
16.14
|
16 |
33.26
|
8 |
|
|
| ITI Mid Cap Fund |
0.35
|
5 |
1.96
|
5 |
5.13
|
17 |
7.72
|
18 |
1.95
|
18 |
18.41
|
13 |
|
|
||
| Baroda BNP Paribas Mid Cap Fund |
0.40
|
3 |
1.78
|
10 |
3.92
|
22 |
7.16
|
20 |
1.87
|
19 |
16.24
|
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 Midcap Fund |
0.36
|
21 |
-1.46
|
24 |
-1.56
|
24 |
13.19
|
11 |
18.42
|
16 |
| Axis Midcap Fund |
0.59
|
17 |
-1.15
|
22 |
0.32
|
20 |
10.84
|
18 |
22.29
|
11 |
| Franklin India Prima Fund |
1.16
|
9 |
1.26
|
6 |
2.62
|
5 |
8.85
|
20 |
16.72
|
19 |
| Mirae Asset Midcap Fund |
1.06
|
10 |
0.75
|
9 |
0.36
|
19 |
12.81
|
14 |
|
|
| Boi Axa Mid & Small Cap Equity & Debt Fund |
0.92
|
13 |
1.94
|
5 |
1.62
|
14 |
12.15
|
16 |
22.91
|
9 |
| Dsp Midcap Fund |
0.07
|
24 |
-1.19
|
23 |
-0.61
|
22 |
5.08
|
22 |
17.63
|
17 |
| Edelweiss Mid Cap Fund |
0.96
|
12 |
0.46
|
13 |
2.49
|
9 |
14.69
|
8 |
25.05
|
4 |
| Hdfc Mid Cap Opportunities Fund |
2.20
|
1 |
3.82
|
1 |
6.08
|
2 |
17.15
|
5 |
20.20
|
14 |
| Idbi Midcap Fund |
0.89
|
14 |
-0.55
|
19 |
-0.29
|
21 |
6.45
|
21 |
17.44
|
18 |
| Invesco India Midcap Fund |
1.42
|
3 |
2.61
|
3 |
2.53
|
7 |
13.09
|
12 |
21.91
|
12 |
| Kotak Emerging Equity Fund |
1.19
|
8 |
0.52
|
12 |
2.57
|
6 |
14.74
|
7 |
24.41
|
5 |
| Mahindra Unnati Emerging Business Yojana |
0.98
|
11 |
0.41
|
14 |
1.26
|
17 |
13.55
|
10 |
22.60
|
10 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
1.19
|
7 |
0.80
|
8 |
6.47
|
1 |
28.15
|
1 |
23.35
|
8 |
| Nippon India Growth Fund |
1.21
|
6 |
1.18
|
7 |
3.69
|
4 |
17.49
|
4 |
23.95
|
6 |
| Pgim India Midcap Opportunities Fund |
0.28
|
22 |
-0.70
|
21 |
-0.99
|
23 |
13.93
|
9 |
34.59
|
1 |
| Quant Mid Cap Fund |
1.53
|
2 |
3.24
|
2 |
2.50
|
8 |
20.67
|
2 |
29.44
|
2 |
| Sbi Magnum Midcap Fund |
0.48
|
19 |
-0.21
|
17 |
4.22
|
3 |
18.93
|
3 |
25.45
|
3 |
| Sundaram Mid Cap Fund |
0.83
|
15 |
-0.14
|
16 |
2.42
|
10 |
12.45
|
15 |
15.90
|
20 |
| Tata Mid Cap Growth Fund |
1.38
|
4 |
0.54
|
11 |
1.12
|
18 |
11.90
|
17 |
21.38
|
13 |
| Uti Mid Cap Fund |
0.18
|
23 |
-0.41
|
18 |
1.49
|
15 |
12.96
|
13 |
23.59
|
7 |
| Taurus Discovery (Midcap) Fund |
1.36
|
5 |
2.40
|
4 |
2.25
|
11 |
10.74
|
19 |
20.02
|
15 |
| Union Midcap Fund |
0.38
|
20 |
-0.62
|
20 |
1.96
|
12 |
15.83
|
6 |
|
|
| Iti Mid Cap Fund |
0.83
|
16 |
0.15
|
15 |
1.33
|
16 |
|
|
||
| Baroda Bnp Paribas Mid Cap Fund |
0.55
|
18 |
0.69
|
10 |
1.63
|
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 | |
| Union Midcap Fund |
0.54
|
20 |
-0.23
|
19 |
2.71
|
11 |
17.44
|
6 |
|
|
| Iti Mid Cap Fund |
1.07
|
13 |
0.67
|
15 |
2.38
|
14 |
|
|
||
| Baroda Bnp Paribas Mid Cap Fund |
0.68
|
18 |
1.09
|
8 |
2.44
|
13 |
|
|
||
| Aditya Birla Sun Life Midcap Fund |
0.43
|
21 |
-1.23
|
24 |
-1.09
|
24 |
14.24
|
12 |
19.52
|
16 |
| Axis Midcap Fund |
0.70
|
17 |
-0.86
|
22 |
0.96
|
19 |
12.34
|
18 |
23.94
|
11 |
| Franklin India Prima Fund |
1.22
|
9 |
1.46
|
6 |
3.03
|
9 |
9.72
|
20 |
17.74
|
19 |
| Mirae Asset Midcap Fund |
1.15
|
10 |
1.05
|
10 |
0.96
|
20 |
14.17
|
13 |
|
|
| Boi Axa Mid & Small Cap Equity & Debt Fund |
1.00
|
14 |
2.17
|
5 |
2.11
|
16 |
13.25
|
17 |
23.99
|
10 |
| Dsp Midcap Fund |
0.15
|
24 |
-0.94
|
23 |
-0.10
|
22 |
6.12
|
22 |
18.75
|
17 |
| Edelweiss Mid Cap Fund |
1.08
|
12 |
0.86
|
12 |
3.29
|
6 |
16.41
|
7 |
27.01
|
3 |
| Hdfc Mid Cap Opportunities Fund |
2.27
|
1 |
4.00
|
1 |
6.45
|
2 |
17.97
|
5 |
21.05
|
14 |
| Idbi Midcap Fund |
0.98
|
15 |
-0.32
|
21 |
0.14
|
21 |
7.36
|
21 |
18.58
|
18 |
| Invesco India Midcap Fund |
1.53
|
3 |
2.96
|
3 |
3.23
|
7 |
14.77
|
11 |
23.69
|
12 |
| Kotak Emerging Equity Fund |
1.29
|
7 |
0.84
|
14 |
3.21
|
8 |
16.15
|
8 |
26.00
|
5 |
| Mahindra Unnati Emerging Business Yojana |
1.12
|
11 |
0.85
|
13 |
2.14
|
15 |
15.50
|
10 |
24.64
|
9 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
1.29
|
6 |
1.09
|
9 |
7.07
|
1 |
29.65
|
1 |
24.85
|
6 |
| Nippon India Growth Fund |
1.28
|
8 |
1.39
|
7 |
4.11
|
4 |
18.45
|
4 |
24.84
|
7 |
| Pgim India Midcap Opportunities Fund |
0.42
|
22 |
-0.31
|
20 |
-0.24
|
23 |
15.85
|
9 |
36.96
|
1 |
| Quant Mid Cap Fund |
1.70
|
2 |
3.76
|
2 |
3.47
|
5 |
23.20
|
2 |
31.69
|
2 |
| Sbi Magnum Midcap Fund |
0.55
|
19 |
0.01
|
17 |
4.68
|
3 |
19.97
|
3 |
26.57
|
4 |
| Sundaram Mid Cap Fund |
0.90
|
16 |
0.09
|
16 |
2.85
|
10 |
13.39
|
15 |
16.84
|
20 |
| Tata Mid Cap Growth Fund |
1.50
|
4 |
0.87
|
11 |
1.77
|
18 |
13.38
|
16 |
22.94
|
13 |
| Uti Mid Cap Fund |
0.26
|
23 |
-0.16
|
18 |
1.96
|
17 |
14.10
|
14 |
24.70
|
8 |
| Taurus Discovery (Midcap) Fund |
1.40
|
5 |
2.49
|
4 |
2.44
|
12 |
11.12
|
19 |
20.52
|
15 |
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Midcap Fund |
-16.41
|
14 |
-12.70
|
11 |
-4.44
|
9 |
16.85
|
8 |
10.84
|
11 |
| Axis Midcap Fund |
-14.34
|
7 |
-14.82
|
18 |
-5.12
|
17 |
15.73
|
2 |
10.07
|
2 |
| Franklin India Prima Fund |
-16.65
|
16 |
-16.74
|
21 |
-5.27
|
18 |
18.18
|
19 |
10.91
|
12 |
| Mirae Asset Midcap Fund |
-13.62
|
4 |
-10.36
|
6 |
-4.91
|
15 |
17.46
|
16 |
10.97
|
14 |
| Bank Of India Mid & Small Cap Equity & Debt Fund |
-19.78
|
22 |
-17.76
|
22 |
-5.37
|
19 |
15.64
|
1 |
11.22
|
16 |
| Dsp Midcap Fund |
-17.81
|
18 |
-16.40
|
19 |
-4.34
|
8 |
16.50
|
7 |
10.10
|
3 |
| Edelweiss Mid Cap Fund |
-16.49
|
15 |
-12.36
|
10 |
-4.62
|
11 |
18.03
|
18 |
11.08
|
15 |
| Hdfc Mid Cap Opportunities Fund |
-16.06
|
11 |
-9.43
|
3 |
-3.06
|
1 |
17.34
|
13 |
10.51
|
7 |
| Idbi Midcap Fund |
-18.11
|
19 |
-16.68
|
20 |
-6.18
|
22 |
18.33
|
20 |
11.37
|
18 |
| Invesco India Midcap Fund |
-16.11
|
12 |
-14.57
|
17 |
-3.57
|
6 |
16.35
|
6 |
10.66
|
8 |
| Kotak Emerging Equity Fund |
-15.39
|
9 |
-9.66
|
4 |
-3.44
|
5 |
16.94
|
9 |
10.23
|
5 |
| Mahindra Manulife Mid Cap Unnati Yojana |
-18.97
|
20 |
-12.74
|
12 |
-3.22
|
3 |
17.16
|
11 |
11.33
|
17 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
-13.20
|
3 |
-9.07
|
2 |
-4.74
|
13 |
15.73
|
3 |
10.72
|
9 |
| Nippon India Growth Fund |
-14.69
|
8 |
-10.18
|
5 |
-4.73
|
12 |
17.41
|
15 |
10.96
|
13 |
| Pgim India Midcap Opportunities Fund |
-11.84
|
1 |
-13.48
|
14 |
-4.83
|
14 |
18.88
|
21 |
11.99
|
21 |
| Quant Mid Cap Fund |
-19.24
|
21 |
-11.98
|
9 |
-5.89
|
20 |
19.20
|
22 |
12.53
|
22 |
| Sbi Magnum Midcap Fund |
-13.64
|
5 |
-8.36
|
1 |
-5.09
|
16 |
17.23
|
12 |
10.36
|
6 |
| Sundaram Mid Cap Fund |
-12.67
|
2 |
-11.14
|
7 |
-3.16
|
2 |
16.34
|
5 |
9.90
|
1 |
| Tata Mid Cap Growth Fund |
-16.12
|
13 |
-11.82
|
8 |
-3.93
|
7 |
16.32
|
4 |
10.21
|
4 |
| Uti Mid Cap Fund |
-14.16
|
6 |
-13.27
|
13 |
-3.30
|
4 |
16.99
|
10 |
10.74
|
10 |
| Taurus Discovery (Midcap) Fund |
-17.79
|
17 |
-13.71
|
15 |
-4.49
|
10 |
17.81
|
17 |
11.91
|
20 |
| Union Midcap Fund |
-15.99
|
10 |
-13.83
|
16 |
-6.04
|
21 |
17.38
|
14 |
11.50
|
19 |
| Baroda Bnp Paribas Mid Cap Fund |
|
|
|
|
|
|||||
| 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 Midcap Fund |
1.35
|
14 |
0.89
|
14 |
1.39
|
15 |
0.36
|
-0.35
|
15 | 0.81 | 16 |
0.91
|
14 |
0.28
|
13 |
2.74
|
13 |
-0.0756
|
14 |
| Axis Midcap Fund |
1.13
|
19 |
0.72
|
19 |
1.05
|
20 |
0.38
|
-1.58
|
17 | 0.81 | 17 |
0.87
|
17 |
0.22
|
19 |
2.27
|
20 |
-0.0788
|
16 |
| Franklin India Prima Fund |
1.16
|
18 |
0.81
|
17 |
1.11
|
18 |
0.38
|
-5.77
|
18 | 0.93 | 2 |
0.95
|
2 |
0.23
|
17 |
2.41
|
17 |
-0.0849
|
17 |
| Mirae Asset Midcap Fund |
1.58
|
8 |
1.09
|
9 |
1.80
|
8 |
0.40
|
3.15
|
9 | 0.85 | 11 |
0.94
|
5 |
0.32
|
7 |
3.04
|
7 |
-0.0242
|
11 |
| Bank Of India Mid & Small Cap Equity & Debt Fund |
1.38
|
13 |
0.75
|
18 |
1.09
|
19 |
0.40
|
|
|
|
|
|
|||||||
| Dsp Midcap Fund |
0.94
|
22 |
0.60
|
22 |
0.90
|
22 |
0.44
|
-7.88
|
21 | 0.81 | 18 |
0.93
|
8 |
0.19
|
21 |
2.15
|
21 |
-0.1537
|
21 |
| Edelweiss Mid Cap Fund |
1.55
|
10 |
1.13
|
8 |
1.65
|
9 |
0.40
|
2.41
|
10 | 0.88 | 5 |
0.94
|
4 |
0.32
|
8 |
2.99
|
8 |
-0.0206
|
8 |
| Hdfc Mid Cap Opportunities Fund |
1.65
|
5 |
1.23
|
3 |
1.94
|
4 |
0.39
|
3.91
|
7 | 0.86 | 9 |
0.96
|
1 |
0.33
|
6 |
3.13
|
6 |
-0.0141
|
6 |
| Idbi Midcap Fund |
1.06
|
21 |
0.69
|
20 |
1.05
|
21 |
0.40
|
-7.17
|
20 | 0.90 | 3 |
0.94
|
6 |
0.22
|
20 |
2.33
|
19 |
-0.1110
|
19 |
| Invesco India Midcap Fund |
1.32
|
16 |
0.85
|
15 |
1.23
|
16 |
0.41
|
-0.96
|
16 | 0.80 | 20 |
0.92
|
10 |
0.27
|
14 |
2.69
|
14 |
-0.0885
|
18 |
| Kotak Emerging Equity Fund |
1.65
|
6 |
1.22
|
4 |
1.88
|
5 |
0.40
|
4.26
|
6 | 0.83 | 14 |
0.95
|
3 |
0.33
|
5 |
3.13
|
5 |
-0.0214
|
9 |
| Mahindra Manulife Mid Cap Unnati Yojana |
1.33
|
15 |
0.83
|
16 |
1.39
|
14 |
0.38
|
1.57
|
11 | 0.88 | 6 |
0.87
|
18 |
0.26
|
15 |
2.53
|
15 |
-0.0240
|
10 |
| Motilal Oswal Midcap 30 Fund (Mof30) |
1.85
|
1 |
1.19
|
5 |
2.01
|
3 |
0.37
|
10.01
|
2 | 0.72 | 21 |
0.82
|
20 |
0.41
|
2 |
3.41
|
1 |
-0.0079
|
5 |
| Nippon India Growth Fund |
1.60
|
7 |
1.14
|
7 |
1.83
|
7 |
0.39
|
5.22
|
5 | 0.93 | 1 |
0.93
|
7 |
0.30
|
10 |
2.86
|
9 |
0.0286
|
3 |
| Pgim India Midcap Opportunities Fund |
1.79
|
3 |
1.33
|
2 |
1.84
|
6 |
0.42
|
8.28
|
3 | 0.89 | 4 |
0.88
|
16 |
0.38
|
3 |
3.30
|
2 |
0.0421
|
2 |
| Quant Mid Cap Fund |
1.80
|
2 |
1.19
|
6 |
2.01
|
2 |
0.42
|
12.64
|
1 | 0.82 | 15 |
0.67
|
21 |
0.42
|
1 |
3.22
|
3 |
0.0594
|
1 |
| Sbi Magnum Midcap Fund |
1.78
|
4 |
1.38
|
1 |
2.17
|
1 |
0.38
|
7.24
|
4 | 0.85 | 13 |
0.89
|
15 |
0.36
|
4 |
3.21
|
4 |
0.0172
|
4 |
| Sundaram Mid Cap Fund |
1.31
|
17 |
0.95
|
12 |
1.42
|
13 |
0.39
|
0.59
|
13 | 0.86 | 8 |
0.92
|
12 |
0.25
|
16 |
2.50
|
16 |
-0.0400
|
12 |
| Tata Mid Cap Growth Fund |
1.38
|
12 |
0.94
|
13 |
1.43
|
12 |
0.41
|
0.07
|
14 | 0.80 | 19 |
0.93
|
9 |
0.28
|
12 |
2.78
|
12 |
-0.0779
|
15 |
| Uti Mid Cap Fund |
1.47
|
11 |
1.02
|
11 |
1.45
|
11 |
0.41
|
1.09
|
12 | 0.85 | 12 |
0.92
|
11 |
0.29
|
11 |
2.81
|
11 |
-0.0442
|
13 |
| Taurus Discovery (Midcap) Fund |
1.08
|
20 |
0.62
|
21 |
1.17
|
17 |
0.43
|
-5.97
|
19 | 0.86 | 10 |
0.91
|
13 |
0.22
|
18 |
2.36
|
18 |
-0.1137
|
20 |
| Union Midcap Fund |
1.57
|
9 |
1.02
|
10 |
1.52
|
10 |
0.38
|
3.56
|
8 | 0.86 | 7 |
0.83
|
19 |
0.32
|
9 |
2.85
|
10 |
-0.0151
|
7 |
| Baroda Bnp Paribas Mid Cap Fund |
|
|
|
|
|
|
|
|
|
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More Mutual Fund Analysis Articleम्यूचुअल 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.
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