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Ranked On: 28 March 2024
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Ps… | - | |
90.75% | 40.49% | % | % | % | 93.37% | 42.68% | % | % | % | 19.65% | -11.13% | -14.39% | -0.94% | 0.94 | 1.05 | 1.58 |
Invesco India Psu Equity… | - | |
84.13% | 36.43% | 28.33% | 17.38% | 19.05% | 86.54% | 38.32% | 29.99% | 19.01% | 20.79% | 17.92% | -10.91% | -16.99% | -0.63% | 0.82 | 0.90 | 1.48 |
Sbi Psu Fund | - | |
93.30% | 38.11% | 25.36% | 14.02% | 14.28% | 95.48% | 39.61% | 26.52% | 15.05% | 15.15% | 20.35% | -9.88% | -20.81% | -4.06% | 0.95 | 0.86 | 1.40 |
Return Calculated On: 08 May 2024
Ratios Calculated On: 28 March 2024
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Psu Equity Fund | 22890.0 | 17504.63 | 99831.6 | 72486.22 | ||||||||
Invesco India Psu Equity Fund | 22095.6 | 17056.0 | 91411.2 | 68874.37 | 208830.0 | 146825.04 | 257947.2 | 226035.6 | 686244.0 | 380003.52 | ||
SBI Psu Fund | 23196.0 | 17687.99 | 94834.8 | 72203.8 | 185778.0 | 151896.06 | 210386.4 | 219488.14 | 455928.0 | 336887.76 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Psu Equity Fund | 23204.4 | 17650.58 | 104558.4 | 74329.78 | ||||||||
Invesco India Psu Equity Fund | 22384.8 | 17188.46 | 95277.6 | 70519.03 | 222702.0 | 152842.5 | 284079.6 | 238727.41 | 793356.0 | 413148.0 | ||
SBI Psu Fund | 23457.6 | 17808.16 | 97966.8 | 73594.62 | 194514.0 | 156552.36 | 224120.4 | 227928.12 | 492024.0 | 353840.4 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
-14.39 | -11.13 | -3.74 | 19.65 | 12.86 |
Invesco India Psu Equity Fund |
-16.99 | -10.91 | -4.46 | 17.92 | 12.29 |
Sbi Psu Fund |
-20.81 | -9.88 | -4.93 | 20.35 | 13.58 |
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
1.58
|
1.05
|
1.92
|
0.40
|
-0.94
|
0.94 |
0.95
|
|
3.13
|
-3.6525
|
Invesco India Psu Equity Fund |
1.48
|
0.90
|
1.72
|
0.39
|
-0.63
|
0.82 |
0.88
|
|
3.01
|
-8.4070
|
Sbi Psu Fund |
1.40
|
0.86
|
1.91
|
0.38
|
-4.06
|
0.95 |
0.90
|
|
2.89
|
-6.3571
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
1.76%
|
-3.22%
|
1.54%
|
3.00%
|
53.96%
|
90.75%
|
40.49%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
2.10%
|
-2.32%
|
2.95%
|
6.43%
|
49.57%
|
84.13%
|
36.43%
|
28.33%
|
17.38%
|
19.05%
|
%
|
SBI Psu Fund |
1.82%
|
-2.88%
|
3.38%
|
5.50%
|
55.61%
|
93.30%
|
38.11%
|
25.36%
|
14.02%
|
14.28%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
1.77%
|
-3.21%
|
1.66%
|
3.34%
|
54.99%
|
93.37%
|
42.68%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
2.10%
|
-2.30%
|
3.07%
|
6.76%
|
50.51%
|
86.54%
|
38.32%
|
29.99%
|
19.01%
|
20.79%
|
%
|
SBI Psu Fund |
1.83%
|
-2.86%
|
3.48%
|
5.79%
|
56.49%
|
95.48%
|
39.61%
|
26.52%
|
15.05%
|
15.15%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
94.42%
|
51.17%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
86.10%
|
47.02%
|
36.73%
|
27.83%
|
21.82%
|
%
|
SBI Psu Fund |
97.84%
|
50.85%
|
38.19%
|
26.99%
|
19.59%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
97.14%
|
53.24%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
88.54%
|
48.93%
|
38.46%
|
29.38%
|
23.36%
|
%
|
SBI Psu Fund |
100.10%
|
52.42%
|
39.51%
|
28.06%
|
20.50%
|
%
|