Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Retirement Fund) Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Uti Retirement Benefit Pension Fund |
1 | The Uti Retirement Benefit Pension Fund is a Retirement Fund. In the Retirement Fund category there are 25<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. | 14.19% | 15.24% | -3.36% | -4.82% | 1.28 | 0.74 | 0.41 |
|
Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
2 | The Hdfc Retirement Savings Fund - Hybrid - Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 10.42% | 8.95% | -2.36% | -2.30% | 0.60 | 0.30 | 0.36 |
|
Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
3 | The Hdfc Retirement Savings Fund - Hybrid - Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 58% 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 first performance parameter that is in bottom quartile. | 21.87% | 21.76% | -6.51% | -6.61% | 1.45 | 0.99 | 0.42 |
|
Hdfc Retirement Savings Fund - Equity Plan |
4 | The Hdfc Retirement Savings Fund - Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 17<sup>th</sup> 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 second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 27.59% | 31.35% | -7.29% | -11.67% | 1.81 | 1.24 | 0.41 |
|
Nippon India Retirement Fund- Income Generation Scheme |
5 | The Nippon India Retirement Fund- Income Generation Scheme is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. | 10.39% | 7.01% | -5.63% | -5.27% | -0.15 | -0.05 | 0.36 |
|
Icici Prudential Retirement Fund - Pure Debt Plan |
6 | The Icici Prudential Retirement Fund - Pure Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has 11<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. | 6.15% | 4.37% | -0.70% | -2.08% | -1.51 | -0.45 | 0.41 |
|
Franklin India Pension Plan |
7 | The Franklin India Pension Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has first performance parameter that is in bottom quartile. | 11.53% | 10.58% | -5.30% | -5.75% | 0.41 | 0.21 | 0.42 |
|
Icici Prudential Retirement Fund - Hybrid Conservative Plan |
8 | The Icici Prudential Retirement Fund - Hybrid Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 11.21% | 8.22% | -3.46% | -3.16% | 0.20 | 0.10 | 0.42 |
|
Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
9 | The Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 71% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.44% | 2.87% | -1.99% | -3.39% | -1.95 | -0.51 | 0.40 |
|
Icici Prudential Retirement Fund - Pure Equity Plan |
10 | The Icici Prudential Retirement Fund - Pure Equity Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 76% 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 14% of the KPIs that are in bottom quartile. | 22.74% | 30.73% | -8.89% | -13.78% | 1.51 | 0.91 | 0.38 |
|
Tata Retirement Savings Fund-Conservative Plan |
11 | The Tata Retirement Savings Fund-Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25<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 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. | 8.99% | 7.22% | -4.47% | -4.13% | 0.03 | 0.02 | 0.35 |
|
Aditya Birla Sun Life Retirement Fund - The 50s Plan |
12 | The Aditya Birla Sun Life Retirement Fund - The 50S Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 67% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 9.61% | 3.92% | -3.87% | -3.24% | -1.24 | -0.40 | 0.43 |
|
Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
13 | The Icici Prudential Retirement Fund - Hybrid Aggressive Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has 12<sup>th</sup> 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 does not have any KPI that are bottom quartile. | 19.55% | 20.91% | -9.08% | -11.88% | 1.11 | 0.62 | 0.37 |
|
Nippon India Retirement Fund - Wealth Creation Scheme |
14 | The Nippon India Retirement Fund - Wealth Creation Scheme is a Retirement Fund. In the Retirement Fund category there are 25<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 fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 23.26% | 25.14% | -12.84% | -14.54% | 1.11 | 0.62 | 0.37 |
|
Axis Retirement Savings Fund - Conservative Plan |
15 | The Axis Retirement Savings Fund - Conservative Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 41% of the KPIs that are in bottom quartile. | 8.23% | 8.82% | -6.60% | -6.28% | 0.18 | 0.09 | 0.37 |
|
Tata Retirement Savings Fund-Moderate Plan |
16 | The Tata Retirement Savings Fund-Moderate Plan is a Retirement Fund. In the Retirement Fund category there are 25<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 second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 16.22% | 15.78% | -11.08% | -10.41% | 0.87 | 0.45 | 0.36 |
|
Tata Retirement Savings Fund-Progressive Plan |
17 | The Tata Retirement Savings Fund-Progressive Plan is a Retirement Fund. In the Retirement Fund category there are 25<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 fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 17.08% | 16.80% | -13.93% | -12.91% | 0.84 | 0.44 | 0.37 |
|
Aditya Birla Sun Life Retirement Fund - The 30s Plan |
18 | The Aditya Birla Sun Life Retirement Fund - The 30S Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 33% of the KPIs that are in bottom quartile. | 16.18% | 14.27% | -12.49% | -12.42% | 0.53 | 0.30 | 0.38 |
|
Aditya Birla Sun Life Retirement Fund - The 40s Plan |
19 | The Aditya Birla Sun Life Retirement Fund - The 40S Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 29% of the KPIs that are in bottom quartile. | 14.71% | 12.29% | -10.29% | -9.51% | 0.44 | 0.24 | 0.38 |
|
Axis Retirement Savings Fund - Dynamic Plan |
20 | The Axis Retirement Savings Fund - Dynamic Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 11<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. | 7.24% | 14.09% | -15.63% | -14.76% | 0.45 | 0.26 | 0.37 |
|
Axis Retirement Savings Fund - Aggressive Plan |
21 | The Axis Retirement Savings Fund - Aggressive Plan is a Retirement Fund. In the Retirement Fund category there are 25<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 59% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 8.93% | 12.99% | -17.18% | -13.85% | 0.41 | 0.23 | 0.39 |
****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 Retirement Fund - The 30S Plan |
0.48
|
4 |
-0.67
|
20 |
1.19
|
17 |
7.32
|
6 |
19.85
|
8 |
16.18
|
10 |
14.27
|
9 |
|
|
| Aditya Birla Sun Life Retirement Fund - The 40S Plan |
0.30
|
7 |
-0.34
|
15 |
1.96
|
9 |
7.22
|
8 |
17.71
|
9 |
14.71
|
11 |
12.29
|
12 |
|
|
| Aditya Birla Sun Life Retirement Fund - The 50S Plan |
0.09
|
19 |
-0.10
|
6 |
0.96
|
21 |
3.31
|
18 |
7.61
|
20 |
9.61
|
19 |
3.92
|
20 |
|
|
| Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan |
-0.02
|
25 |
0.08
|
1 |
0.41
|
25 |
0.87
|
25 |
2.58
|
25 |
5.44
|
25 |
2.87
|
21 |
|
|
| Franklin India Pension Plan |
0.12
|
17 |
-0.24
|
9 |
1.68
|
11 |
4.07
|
14 |
9.61
|
18 |
11.53
|
14 |
10.58
|
13 |
8.05
|
8 |
| HDFC Retirement Savings Fund - Equity Plan |
0.23
|
10 |
-0.97
|
25 |
1.29
|
16 |
7.77
|
5 |
22.50
|
5 |
27.59
|
1 |
31.35
|
1 |
18.42
|
1 |
| HDFC Retirement Savings Fund - Hybrid - Equity Plan |
0.25
|
9 |
-0.81
|
22 |
1.03
|
20 |
5.82
|
10 |
17.45
|
10 |
21.87
|
4 |
21.76
|
4 |
14.23
|
2 |
| HDFC Retirement Savings Fund - Hybrid - Debt Plan |
0.06
|
21 |
-0.18
|
8 |
0.56
|
24 |
2.50
|
21 |
7.42
|
22 |
10.42
|
16 |
8.95
|
14 |
8.08
|
7 |
| ICICI Prudential Retirement Fund - Pure Equity Plan |
0.05
|
22 |
-0.90
|
24 |
2.81
|
3 |
10.30
|
1 |
26.61
|
1 |
22.74
|
3 |
30.73
|
2 |
|
|
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan |
0.17
|
13 |
-0.89
|
23 |
2.54
|
5 |
8.97
|
3 |
22.61
|
4 |
19.55
|
6 |
20.91
|
5 |
|
|
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan |
0.11
|
18 |
-0.25
|
10 |
1.45
|
14 |
4.51
|
12 |
10.89
|
15 |
11.21
|
15 |
8.22
|
16 |
|
|
| ICICI Prudential Retirement Fund - Pure Debt Plan |
0.01
|
24 |
0.04
|
3 |
0.63
|
23 |
1.61
|
24 |
3.59
|
24 |
6.15
|
24 |
4.37
|
19 |
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
0.52
|
2 |
-0.49
|
17 |
3.05
|
1 |
10.03
|
2 |
26.53
|
2 |
23.26
|
2 |
25.14
|
3 |
10.37
|
5 |
| Nippon India Retirement Fund- Income Generation Scheme |
0.02
|
23 |
-0.30
|
13 |
1.07
|
18 |
2.09
|
23 |
7.56
|
21 |
10.39
|
17 |
7.01
|
18 |
7.80
|
9 |
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
0.32
|
6 |
-0.54
|
19 |
2.14
|
8 |
5.80
|
11 |
17.37
|
11 |
18.13
|
7 |
|
|
||
| SBI Retirement Benefit Fund Aggressive Plan |
0.40
|
5 |
-0.79
|
21 |
2.57
|
4 |
6.41
|
9 |
20.60
|
6 |
20.54
|
5 |
|
|
||
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.15
|
14 |
-0.28
|
12 |
1.43
|
15 |
3.52
|
16 |
10.66
|
16 |
12.37
|
13 |
|
|
||
| SBI Retirement Benefit Fund Conservative Plan |
0.06
|
20 |
-0.10
|
7 |
1.03
|
19 |
2.47
|
22 |
7.40
|
23 |
9.69
|
18 |
|
|
||
| Tata Retirement Savings Fund-Conservative Plan |
0.19
|
12 |
-0.03
|
5 |
0.89
|
22 |
3.20
|
19 |
8.73
|
19 |
8.99
|
20 |
7.22
|
17 |
7.56
|
10 |
| Tata Retirement Savings Fund-Moderate Plan |
0.51
|
3 |
-0.30
|
14 |
1.52
|
12 |
7.22
|
7 |
20.52
|
7 |
16.22
|
9 |
15.78
|
7 |
11.74
|
4 |
| Tata Retirement Savings Fund-Progressive Plan |
0.64
|
1 |
-0.36
|
16 |
1.78
|
10 |
8.18
|
4 |
23.28
|
3 |
17.08
|
8 |
16.80
|
6 |
12.44
|
3 |
| UTI Retirement Benefit Pension Fund |
0.13
|
15 |
-0.52
|
18 |
1.46
|
13 |
4.26
|
13 |
11.64
|
14 |
14.19
|
12 |
15.24
|
8 |
9.12
|
6 |
| Axis Retirement Savings Fund - Aggressive Plan |
0.29
|
8 |
0.00
|
4 |
2.83
|
2 |
3.45
|
17 |
15.59
|
12 |
8.93
|
21 |
12.99
|
11 |
|
|
| Axis Retirement Savings Fund - Dynamic Plan |
0.21
|
11 |
-0.28
|
11 |
2.28
|
7 |
3.01
|
20 |
15.25
|
13 |
7.24
|
23 |
14.09
|
10 |
|
|
| Axis Retirement Savings Fund - Conservative Plan |
0.13
|
16 |
0.07
|
2 |
2.39
|
6 |
3.74
|
15 |
10.10
|
17 |
8.23
|
22 |
8.82
|
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 Retirement Fund - The 30S Plan |
0.48
|
4 |
-0.67
|
20 |
1.19
|
17 |
7.32
|
6 |
19.85
|
8 |
16.18
|
10 |
14.27
|
9 |
|
|
| Aditya Birla Sun Life Retirement Fund - The 40S Plan |
0.30
|
7 |
-0.34
|
15 |
1.96
|
9 |
7.22
|
8 |
17.71
|
9 |
14.71
|
11 |
12.29
|
12 |
|
|
| Aditya Birla Sun Life Retirement Fund - The 50S Plan |
0.09
|
19 |
-0.10
|
6 |
0.96
|
21 |
3.31
|
18 |
7.61
|
20 |
9.61
|
19 |
3.92
|
20 |
|
|
| Aditya Birla Sun Life Retirement Fund - The 50S Plus Debt Plan |
-0.02
|
25 |
0.08
|
1 |
0.41
|
25 |
0.87
|
25 |
2.58
|
25 |
5.44
|
25 |
2.87
|
21 |
|
|
| Franklin India Pension Plan |
0.12
|
17 |
-0.24
|
9 |
1.68
|
11 |
4.07
|
14 |
9.61
|
18 |
11.53
|
14 |
10.58
|
13 |
8.05
|
8 |
| HDFC Retirement Savings Fund - Equity Plan |
0.23
|
10 |
-0.97
|
25 |
1.29
|
16 |
7.77
|
5 |
22.50
|
5 |
27.59
|
1 |
31.35
|
1 |
18.42
|
1 |
| HDFC Retirement Savings Fund - Hybrid - Equity Plan |
0.25
|
9 |
-0.81
|
22 |
1.03
|
20 |
5.82
|
10 |
17.45
|
10 |
21.87
|
4 |
21.76
|
4 |
14.23
|
2 |
| HDFC Retirement Savings Fund - Hybrid - Debt Plan |
0.06
|
21 |
-0.18
|
8 |
0.56
|
24 |
2.50
|
21 |
7.42
|
22 |
10.42
|
16 |
8.95
|
14 |
8.08
|
7 |
| ICICI Prudential Retirement Fund - Pure Equity Plan |
0.05
|
22 |
-0.90
|
24 |
2.81
|
3 |
10.30
|
1 |
26.61
|
1 |
22.74
|
3 |
30.73
|
2 |
|
|
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan |
0.17
|
13 |
-0.89
|
23 |
2.54
|
5 |
8.97
|
3 |
22.61
|
4 |
19.55
|
6 |
20.91
|
5 |
|
|
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan |
0.11
|
18 |
-0.25
|
10 |
1.45
|
14 |
4.51
|
12 |
10.89
|
15 |
11.21
|
15 |
8.22
|
16 |
|
|
| ICICI Prudential Retirement Fund - Pure Debt Plan |
0.01
|
24 |
0.04
|
3 |
0.63
|
23 |
1.61
|
24 |
3.59
|
24 |
6.15
|
24 |
4.37
|
19 |
|
|
| Nippon India Retirement Fund - Wealth Creation Scheme |
0.52
|
2 |
-0.49
|
17 |
3.05
|
1 |
10.03
|
2 |
26.53
|
2 |
23.26
|
2 |
25.14
|
3 |
10.37
|
5 |
| Nippon India Retirement Fund- Income Generation Scheme |
0.02
|
23 |
-0.30
|
13 |
1.07
|
18 |
2.09
|
23 |
7.56
|
21 |
10.39
|
17 |
7.01
|
18 |
7.80
|
9 |
| SBI Retirement Benefit Fund Aggressive Hybrid Plan |
0.32
|
6 |
-0.54
|
19 |
2.14
|
8 |
5.80
|
11 |
17.37
|
11 |
18.13
|
7 |
|
|
||
| SBI Retirement Benefit Fund Aggressive Plan |
0.40
|
5 |
-0.79
|
21 |
2.57
|
4 |
6.41
|
9 |
20.60
|
6 |
20.54
|
5 |
|
|
||
| SBI Retirement Benefit Fund Conservative Hybrid Plan |
0.15
|
14 |
-0.28
|
12 |
1.43
|
15 |
3.52
|
16 |
10.66
|
16 |
12.37
|
13 |
|
|
||
| SBI Retirement Benefit Fund Conservative Plan |
0.06
|
20 |
-0.10
|
7 |
1.03
|
19 |
2.47
|
22 |
7.40
|
23 |
9.69
|
18 |
|
|
||
| Tata Retirement Savings Fund-Conservative Plan |
0.19
|
12 |
-0.03
|
5 |
0.89
|
22 |
3.20
|
19 |
8.73
|
19 |
8.99
|
20 |
7.22
|
17 |
7.56
|
10 |
| Tata Retirement Savings Fund-Moderate Plan |
0.51
|
3 |
-0.30
|
14 |
1.52
|
12 |
7.22
|
7 |
20.52
|
7 |
16.22
|
9 |
15.78
|
7 |
11.74
|
4 |
| Tata Retirement Savings Fund-Progressive Plan |
0.64
|
1 |
-0.36
|
16 |
1.78
|
10 |
8.18
|
4 |
23.28
|
3 |
17.08
|
8 |
16.80
|
6 |
12.44
|
3 |
| UTI Retirement Benefit Pension Fund |
0.13
|
15 |
-0.52
|
18 |
1.46
|
13 |
4.26
|
13 |
11.64
|
14 |
14.19
|
12 |
15.24
|
8 |
9.12
|
6 |
| Axis Retirement Savings Fund - Aggressive Plan |
0.29
|
8 |
0.00
|
4 |
2.83
|
2 |
3.45
|
17 |
15.59
|
12 |
8.93
|
21 |
12.99
|
11 |
|
|
| Axis Retirement Savings Fund - Dynamic Plan |
0.21
|
11 |
-0.28
|
11 |
2.28
|
7 |
3.01
|
20 |
15.25
|
13 |
7.24
|
23 |
14.09
|
10 |
|
|
| Axis Retirement Savings Fund - Conservative Plan |
0.13
|
16 |
0.07
|
2 |
2.39
|
6 |
3.74
|
15 |
10.10
|
17 |
8.23
|
22 |
8.82
|
15 |
|
|
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Nippon India Retirement Fund- Income Generation Scheme |
-5.27
|
8 |
-5.63
|
9 |
-1.98
|
8 |
4.88
|
7 |
3.32
|
7 |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
-12.42
|
16 |
-12.49
|
17 |
-5.23
|
17 |
12.67
|
16 |
8.16
|
15 |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
-9.51
|
12 |
-10.29
|
15 |
-5.23
|
18 |
10.24
|
12 |
6.64
|
12 |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
-3.24
|
4 |
-3.87
|
6 |
-1.21
|
4 |
3.04
|
3 |
2.09
|
3 |
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
-3.39
|
5 |
-1.99
|
2 |
-0.76
|
2 |
2.14
|
2 |
1.71
|
2 |
| Franklin India Pension Plan |
-5.75
|
9 |
-5.30
|
8 |
-1.99
|
9 |
5.59
|
9 |
3.76
|
8 |
| Hdfc Retirement Savings Fund - Equity Plan |
-11.67
|
14 |
-7.29
|
12 |
-2.47
|
11 |
13.20
|
19 |
8.67
|
19 |
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
-6.61
|
11 |
-6.51
|
10 |
-2.01
|
10 |
10.10
|
11 |
6.51
|
11 |
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
-2.30
|
2 |
-2.36
|
3 |
-0.95
|
3 |
3.28
|
4 |
2.26
|
4 |
| Icici Prudential Retirement Fund - Pure Equity Plan |
-13.78
|
18 |
-8.89
|
13 |
-3.79
|
13 |
13.95
|
20 |
9.61
|
20 |
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
-11.88
|
15 |
-9.08
|
14 |
-4.24
|
14 |
11.11
|
14 |
7.67
|
14 |
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
-3.16
|
3 |
-3.46
|
5 |
-1.74
|
7 |
4.18
|
6 |
2.80
|
5 |
| Icici Prudential Retirement Fund - Pure Debt Plan |
-2.08
|
1 |
-0.70
|
1 |
-0.53
|
1 |
1.75
|
1 |
1.24
|
1 |
| Nippon India Retirement Fund - Wealth Creation Scheme |
-14.54
|
20 |
-12.84
|
18 |
-4.96
|
15 |
14.29
|
21 |
9.93
|
21 |
| Tata Retirement Savings Fund-Conservative Plan |
-4.13
|
6 |
-4.47
|
7 |
-1.53
|
5 |
4.10
|
5 |
2.90
|
6 |
| Tata Retirement Savings Fund-Moderate Plan |
-10.41
|
13 |
-11.08
|
16 |
-5.08
|
16 |
10.31
|
13 |
7.25
|
13 |
| Tata Retirement Savings Fund-Progressive Plan |
-12.91
|
17 |
-13.93
|
19 |
-8.45
|
21 |
12.02
|
15 |
8.51
|
18 |
| Uti Retirement Benefit Pension Fund |
-4.82
|
7 |
-3.36
|
4 |
-1.64
|
6 |
6.07
|
10 |
4.21
|
10 |
| Axis Retirement Savings Fund - Aggressive Plan |
-13.85
|
19 |
-17.18
|
21 |
-7.24
|
20 |
12.69
|
17 |
8.39
|
17 |
| Axis Retirement Savings Fund - Dynamic Plan |
-14.76
|
21 |
-15.63
|
20 |
-5.54
|
19 |
12.96
|
18 |
8.37
|
16 |
| Axis Retirement Savings Fund - Conservative Plan |
-6.28
|
10 |
-6.60
|
11 |
-3.64
|
12 |
5.56
|
8 |
3.92
|
9 |
| 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 | ||
| Nippon India Retirement Fund- Income Generation Scheme |
-0.15
|
18 |
-0.05
|
18 |
0.41
|
18 |
0.36
|
|
|
|
|
|
|||||||
| Aditya Birla Sun Life Retirement Fund - The 30s Plan |
0.53
|
10 |
0.30
|
9 |
0.63
|
10 |
0.38
|
-6.02
|
12 | 0.79 | 9 |
0.83
|
7 |
0.08
|
8 |
1.27
|
7 |
-11.3320
|
12 |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan |
0.44
|
12 |
0.24
|
12 |
0.58
|
13 |
0.38
|
-3.82
|
11 | 0.86 | 7 |
0.75
|
9 |
0.05
|
9 |
0.96
|
9 |
-5.2114
|
9 |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan |
-1.24
|
19 |
-0.40
|
19 |
0.22
|
20 |
0.43
|
-2.38
|
9 | 0.51 | 12 |
0.51
|
12 |
-0.07
|
12 |
0.13
|
12 |
-5.7318
|
10 |
| Aditya Birla Sun Life Retirement Fund - The 50s Plus Debt Plan |
-1.95
|
21 |
-0.51
|
21 |
0.22
|
21 |
0.40
|
-3.53
|
10 | 1.20 | 1 |
0.73
|
10 |
-0.03
|
11 |
0.33
|
11 |
-1.9074
|
6 |
| Franklin India Pension Plan |
0.41
|
13 |
0.21
|
14 |
0.63
|
11 |
0.42
|
|
|
|
|
|
|||||||
| Hdfc Retirement Savings Fund - Equity Plan |
1.81
|
1 |
1.24
|
1 |
1.88
|
1 |
0.41
|
10.72
|
1 | 0.83 | 8 |
0.86
|
4 |
0.29
|
1 |
2.65
|
1 |
6.4683
|
1 |
| Hdfc Retirement Savings Fund - Hybrid - Equity Plan |
1.45
|
3 |
0.99
|
2 |
1.38
|
3 |
0.42
|
|
|
|
|
|
|||||||
| Hdfc Retirement Savings Fund - Hybrid - Debt Plan |
0.60
|
9 |
0.30
|
10 |
0.74
|
9 |
0.36
|
|
|
|
|
|
|||||||
| Icici Prudential Retirement Fund - Pure Equity Plan |
1.51
|
2 |
0.91
|
3 |
1.56
|
2 |
0.38
|
9.49
|
2 | 0.76 | 10 |
0.64
|
11 |
0.28
|
2 |
2.34
|
2 |
3.4293
|
2 |
| Icici Prudential Retirement Fund - Hybrid Aggressive Plan |
1.11
|
5 |
0.62
|
6 |
1.06
|
5 |
0.37
|
0.30
|
4 | 1.10 | 2 |
0.86
|
3 |
0.11
|
5 |
1.48
|
5 |
1.5431
|
4 |
| Icici Prudential Retirement Fund - Hybrid Conservative Plan |
0.20
|
15 |
0.10
|
15 |
0.59
|
12 |
0.42
|
|
|
|
|
|
|||||||
| Icici Prudential Retirement Fund - Pure Debt Plan |
-1.51
|
20 |
-0.45
|
20 |
0.40
|
19 |
0.41
|
|
|
|
|
|
|||||||
| Nippon India Retirement Fund - Wealth Creation Scheme |
1.11
|
6 |
0.62
|
5 |
1.05
|
6 |
0.37
|
-1.36
|
6 | 0.96 | 3 |
0.97
|
1 |
0.17
|
3 |
1.92
|
3 |
-2.4632
|
8 |
| Tata Retirement Savings Fund-Conservative Plan |
0.03
|
17 |
0.02
|
17 |
0.50
|
15 |
0.35
|
-2.09
|
8 | 0.91 | 4 |
0.83
|
8 |
0.00
|
10 |
0.59
|
10 |
-2.2806
|
7 |
| Tata Retirement Savings Fund-Moderate Plan |
0.87
|
7 |
0.45
|
7 |
0.79
|
7 |
0.36
|
-1.27
|
5 | 0.88 | 6 |
0.84
|
6 |
0.10
|
6 |
1.40
|
6 |
-1.7812
|
5 |
| Tata Retirement Savings Fund-Progressive Plan |
0.84
|
8 |
0.44
|
8 |
0.75
|
8 |
0.37
|
-1.61
|
7 | 0.76 | 11 |
0.85
|
5 |
0.13
|
4 |
1.63
|
4 |
-7.7100
|
11 |
| Uti Retirement Benefit Pension Fund |
1.28
|
4 |
0.74
|
4 |
1.15
|
4 |
0.41
|
3.42
|
3 | 0.90 | 5 |
0.86
|
2 |
0.09
|
7 |
1.24
|
8 |
1.8040
|
3 |
| Axis Retirement Savings Fund - Aggressive Plan |
0.41
|
14 |
0.23
|
13 |
0.47
|
17 |
0.39
|
|
|
|
|
|
|||||||
| Axis Retirement Savings Fund - Dynamic Plan |
0.45
|
11 |
0.26
|
11 |
0.52
|
14 |
0.37
|
|
|
|
|
|
|||||||
| Axis Retirement Savings Fund - Conservative Plan |
0.18
|
16 |
0.09
|
16 |
0.49
|
16 |
0.37
|
|
|
|
|
|
|||||||
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.