Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Sectoral/ Thematic Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Sbi Equity Minimum Variance Fund |
1 | The Sbi Equity Minimum Variance Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has eight KPIs that are in top quartile. The fund has 38% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. | 4.97% | 27.98% | -22.87% | -18.99% | 0.55 | 0.27 | 0.49 |
|
Icici Prudential Exports And Services Fund |
2 | The Icici Prudential Exports And Services Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 4.18% | 30.23% | -28.71% | -18.23% | 0.55 | 0.25 | 0.50 |
|
Icici Prudential India Opportunities Fund |
3 | The Icici Prudential India Opportunities Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has 17 KPIs that are in top quartile. The fund has 81% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 11.05% | 38.47% | -31.12% | -28.26% | 0.66 | 0.33 | 0.47 |
|
Tata Ethical Fund |
4 | The Tata Ethical Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | -2.71% | 27.59% | -19.04% | -16.35% | 0.61 | 0.29 | 0.45 |
|
Icici Prudential Commodities Fund |
5 | The Icici Prudential Commodities Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has 15 KPIs that are in top quartile. The fund has 71% 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 five KPIs that are in bottom quartile. The fund has 24% of the KPIs that are in bottom quartile. | 6.80% | 54.81% | -33.07% | -30.12% | 1.01 | 0.49 | 0.46 |
|
Taurus Ethical Fund |
6 | The Taurus Ethical Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 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 nine KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | -4.61% | 21.67% | -19.28% | -16.57% | 0.47 | 0.22 | 0.49 |
|
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan |
7 | The Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 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 eight KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. | -12.34% | 27.63% | -24.15% | -43.38% | 0.36 | 0.19 | 0.42 |
|
Sundaram Services Fund |
8 | The Sundaram Services Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 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. | 0.61% | 29.54% | -29.58% | -18.42% | 0.47 | 0.22 | 0.50 |
|
Sbi Magnum Comma Fund |
9 | The Sbi Magnum Comma Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. | -13.00% | 30.15% | -26.15% | -28.69% | 0.53 | 0.28 | 0.46 |
|
Quantum India Esg Equity Fund |
10 | The Quantum India Esg Equity Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has three KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 38% of the KPIs that are in bottom quartile. | -1.49% | 25.81% | -25.44% | -17.97% | 0.42 | 0.20 | 0.49 |
|
Sbi Magnum Equity Esg Fund |
11 | The Sbi Magnum Equity Esg Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 11 KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | -3.02% | 23.70% | -28.20% | -16.27% | 0.28 | 0.15 | 0.49 |
|
Franklin India Opportunities Fund |
12 | The Franklin India Opportunities Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 6.70% | 29.71% | -29.15% | -22.76% | 0.43 | 0.22 | 0.49 |
|
Edelweiss Recently Listed Ipo Fund |
13 | The Edelweiss Recently Listed Ipo Fund is a Sectoral/ Thematic. In the Sectoral/ Thematic category there are 21 funds. The fund has one KPI that is in top quartile. The fund has 14 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. | -15.61% | 20.42% | -24.66% | -29.82% | 0.39 | 0.19 | 0.45 |
****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 Commodity Equities Fund - Global Agri Plan |
-1.68
|
21 |
-2.87
|
21 |
-8.12
|
21 |
-6.74
|
14 |
-5.98
|
16 |
-12.34
|
18 |
27.63
|
8 |
8.34
|
8 |
| Franklin India Opportunities Fund |
-0.97
|
15 |
-0.74
|
12 |
-0.32
|
1 |
-3.45
|
1 |
-2.73
|
9 |
6.70
|
3 |
29.71
|
5 |
10.29
|
6 |
| ICICI Prudential Exports And Services Fund |
-0.50
|
6 |
-0.74
|
11 |
-3.68
|
9 |
-5.48
|
6 |
0.66
|
2 |
4.18
|
7 |
30.23
|
3 |
10.68
|
3 |
| ICICI Prudential India Opportunities Fund |
-0.41
|
5 |
-0.72
|
10 |
-3.26
|
5 |
-5.30
|
4 |
-0.05
|
3 |
11.05
|
1 |
38.47
|
2 |
|
|
| ICICI Prudential Commodities Fund |
-1.06
|
18 |
-0.79
|
15 |
-1.69
|
3 |
-6.25
|
10 |
0.92
|
1 |
6.80
|
2 |
54.81
|
1 |
|
|
| Quantum India Esg Equity Fund |
-0.69
|
11 |
-0.75
|
13 |
-4.74
|
14 |
-5.54
|
7 |
-4.22
|
12 |
-1.49
|
11 |
25.81
|
10 |
|
|
| SBI Magnum Equity Esg Fund |
-0.64
|
8 |
-0.20
|
5 |
-5.58
|
19 |
-6.74
|
13 |
-4.75
|
13 |
-3.02
|
13 |
23.70
|
11 |
11.23
|
2 |
| SBI Magnum Comma Fund |
-1.40
|
20 |
-2.02
|
20 |
-3.34
|
6 |
-8.38
|
20 |
-11.23
|
20 |
-13.00
|
19 |
30.15
|
4 |
10.40
|
4 |
| SBI Equity Minimum Variance Fund |
-0.38
|
4 |
-0.05
|
2 |
-4.50
|
13 |
-6.30
|
11 |
-1.75
|
7 |
4.97
|
6 |
27.98
|
7 |
|
|
| Sundaram Services Fund |
-0.37
|
2 |
-0.12
|
3 |
-4.05
|
10 |
-7.90
|
15 |
-5.75
|
15 |
0.61
|
8 |
29.54
|
6 |
|
|
| Tata Ethical Fund |
-0.65
|
10 |
-0.79
|
14 |
-3.11
|
4 |
-3.68
|
2 |
-2.55
|
8 |
-2.71
|
12 |
27.59
|
9 |
11.79
|
1 |
| Taurus Ethical Fund |
-1.12
|
19 |
-1.88
|
19 |
-3.57
|
7 |
-7.93
|
17 |
-9.07
|
19 |
-4.61
|
14 |
21.67
|
12 |
10.33
|
5 |
| Edelweiss Recently Listed Ipo Fund |
-0.65
|
9 |
-1.69
|
18 |
-4.93
|
16 |
-8.24
|
18 |
-15.45
|
21 |
-15.61
|
20 |
20.42
|
13 |
10.23
|
7 |
| Aditya Birla Sun Life Special Opportunities Fund |
-0.98
|
16 |
-1.12
|
17 |
-5.81
|
20 |
-10.36
|
21 |
-8.26
|
18 |
-6.19
|
15 |
|
|
||
| Axis Special Situations Fund |
-0.89
|
14 |
-0.27
|
6 |
-5.02
|
17 |
-5.34
|
5 |
-7.77
|
17 |
-9.64
|
17 |
|
|
||
| ICICI Prudential Business Cycle Fund |
-0.74
|
12 |
-0.60
|
8 |
-4.30
|
11 |
-5.66
|
8 |
-0.89
|
5 |
5.54
|
5 |
|
|
||
| Tata Business Cycle Fund |
-1.01
|
17 |
-0.97
|
16 |
-4.48
|
12 |
-7.91
|
16 |
-1.32
|
6 |
5.60
|
4 |
|
|
||
| Baroda BNP Paribas Business Cycle Fund |
-0.57
|
7 |
-0.63
|
9 |
-4.89
|
15 |
-6.21
|
9 |
-3.26
|
10 |
-0.72
|
10 |
|
|
||
| ITI Pharma And Healthcare Fund |
-0.23
|
1 |
-0.18
|
4 |
-3.64
|
8 |
-6.52
|
12 |
-3.60
|
11 |
-6.79
|
16 |
|
|
||
| Aditya Birla Sun Life Business Cycle Fund |
-0.81
|
13 |
-0.51
|
7 |
-5.23
|
18 |
-8.25
|
19 |
-4.95
|
14 |
0.10
|
9 |
|
|
||
| ICICI Prudential Housing Opportunities Fund |
-0.37
|
3 |
0.09
|
1 |
-1.21
|
2 |
-3.88
|
3 |
-0.47
|
4 |
|
|
|
|||
| 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 Commodity Equities Fund - Global Agri Plan |
-1.68
|
21 |
-2.87
|
21 |
-8.12
|
21 |
-6.74
|
14 |
-5.98
|
16 |
-12.34
|
18 |
27.63
|
8 |
8.34
|
8 |
| Franklin India Opportunities Fund |
-0.97
|
15 |
-0.74
|
12 |
-0.32
|
1 |
-3.45
|
1 |
-2.73
|
9 |
6.70
|
3 |
29.71
|
5 |
10.29
|
6 |
| ICICI Prudential Exports And Services Fund |
-0.50
|
6 |
-0.74
|
11 |
-3.68
|
9 |
-5.48
|
6 |
0.66
|
2 |
4.18
|
7 |
30.23
|
3 |
10.68
|
3 |
| ICICI Prudential India Opportunities Fund |
-0.41
|
5 |
-0.72
|
10 |
-3.26
|
5 |
-5.30
|
4 |
-0.05
|
3 |
11.05
|
1 |
38.47
|
2 |
|
|
| ICICI Prudential Commodities Fund |
-1.06
|
18 |
-0.79
|
15 |
-1.69
|
3 |
-6.25
|
10 |
0.92
|
1 |
6.80
|
2 |
54.81
|
1 |
|
|
| Quantum India Esg Equity Fund |
-0.69
|
11 |
-0.75
|
13 |
-4.74
|
14 |
-5.54
|
7 |
-4.22
|
12 |
-1.49
|
11 |
25.81
|
10 |
|
|
| SBI Magnum Equity Esg Fund |
-0.64
|
8 |
-0.20
|
5 |
-5.58
|
19 |
-6.74
|
13 |
-4.75
|
13 |
-3.02
|
13 |
23.70
|
11 |
11.23
|
2 |
| SBI Magnum Comma Fund |
-1.40
|
20 |
-2.02
|
20 |
-3.34
|
6 |
-8.38
|
20 |
-11.23
|
20 |
-13.00
|
19 |
30.15
|
4 |
10.40
|
4 |
| SBI Equity Minimum Variance Fund |
-0.38
|
4 |
-0.05
|
2 |
-4.50
|
13 |
-6.30
|
11 |
-1.75
|
7 |
4.97
|
6 |
27.98
|
7 |
|
|
| Sundaram Services Fund |
-0.37
|
2 |
-0.12
|
3 |
-4.05
|
10 |
-7.90
|
15 |
-5.75
|
15 |
0.61
|
8 |
29.54
|
6 |
|
|
| Tata Ethical Fund |
-0.65
|
10 |
-0.79
|
14 |
-3.11
|
4 |
-3.68
|
2 |
-2.55
|
8 |
-2.71
|
12 |
27.59
|
9 |
11.79
|
1 |
| Taurus Ethical Fund |
-1.12
|
19 |
-1.88
|
19 |
-3.57
|
7 |
-7.93
|
17 |
-9.07
|
19 |
-4.61
|
14 |
21.67
|
12 |
10.33
|
5 |
| Edelweiss Recently Listed Ipo Fund |
-0.65
|
9 |
-1.69
|
18 |
-4.93
|
16 |
-8.24
|
18 |
-15.45
|
21 |
-15.61
|
20 |
20.42
|
13 |
10.23
|
7 |
| Aditya Birla Sun Life Special Opportunities Fund |
-0.98
|
16 |
-1.12
|
17 |
-5.81
|
20 |
-10.36
|
21 |
-8.26
|
18 |
-6.19
|
15 |
|
|
||
| Axis Special Situations Fund |
-0.89
|
14 |
-0.27
|
6 |
-5.02
|
17 |
-5.34
|
5 |
-7.77
|
17 |
-9.64
|
17 |
|
|
||
| ICICI Prudential Business Cycle Fund |
-0.74
|
12 |
-0.60
|
8 |
-4.30
|
11 |
-5.66
|
8 |
-0.89
|
5 |
5.54
|
5 |
|
|
||
| Tata Business Cycle Fund |
-1.01
|
17 |
-0.97
|
16 |
-4.48
|
12 |
-7.91
|
16 |
-1.32
|
6 |
5.60
|
4 |
|
|
||
| Baroda BNP Paribas Business Cycle Fund |
-0.57
|
7 |
-0.63
|
9 |
-4.89
|
15 |
-6.21
|
9 |
-3.26
|
10 |
-0.72
|
10 |
|
|
||
| ITI Pharma And Healthcare Fund |
-0.23
|
1 |
-0.18
|
4 |
-3.64
|
8 |
-6.52
|
12 |
-3.60
|
11 |
-6.79
|
16 |
|
|
||
| Aditya Birla Sun Life Business Cycle Fund |
-0.81
|
13 |
-0.51
|
7 |
-5.23
|
18 |
-8.25
|
19 |
-4.95
|
14 |
0.10
|
9 |
|
|
||
| ICICI Prudential Housing Opportunities Fund |
-0.37
|
3 |
0.09
|
1 |
-1.21
|
2 |
-3.88
|
3 |
-0.47
|
4 |
|
|
|
|||
| 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 Commodity Equities Fund - Global Agri Plan |
-0.23
|
14 |
0.18
|
10 |
2.51
|
5 |
27.89
|
5 |
14.02
|
8 |
| Franklin India Opportunities Fund |
0.88
|
2 |
-1.10
|
16 |
1.28
|
8 |
11.25
|
13 |
16.35
|
6 |
| Icici Prudential Exports And Services Fund |
0.46
|
4 |
2.00
|
5 |
2.51
|
4 |
23.61
|
7 |
17.69
|
5 |
| Icici Prudential India Opportunities Fund |
0.73
|
3 |
4.50
|
2 |
4.64
|
1 |
34.90
|
2 |
|
|
| Icici Prudential Commodities Fund |
0.95
|
1 |
4.61
|
1 |
3.39
|
2 |
45.19
|
1 |
|
|
| Quantum India Esg Equity Fund |
-0.06
|
11 |
-0.51
|
12 |
-1.45
|
14 |
13.08
|
12 |
|
|
| Sbi Magnum Equity Esg Fund |
0.00
|
10 |
-0.36
|
11 |
-0.86
|
12 |
17.74
|
10 |
15.04
|
7 |
| Sbi Magnum Comma Fund |
-0.72
|
18 |
-1.11
|
17 |
-3.55
|
16 |
31.99
|
3 |
23.53
|
2 |
| Sbi Equity Minimum Variance Fund |
0.29
|
5 |
1.93
|
6 |
2.27
|
6 |
15.70
|
11 |
|
|
| Sundaram Services Fund |
0.03
|
9 |
0.23
|
9 |
0.24
|
9 |
29.81
|
4 |
|
|
| Tata Ethical Fund |
0.25
|
6 |
-0.78
|
14 |
-0.34
|
11 |
26.37
|
6 |
20.53
|
3 |
| Taurus Ethical Fund |
-0.42
|
16 |
-1.03
|
15 |
-1.35
|
13 |
17.90
|
9 |
17.84
|
4 |
| Edelweiss Recently Listed Ipo Fund |
-1.00
|
20 |
-6.55
|
20 |
-6.59
|
18 |
22.61
|
8 |
24.15
|
1 |
| Aditya Birla Sun Life Special Opportunities Fund |
-0.79
|
19 |
-0.57
|
13 |
-2.31
|
15 |
|
|
||
| Axis Special Situations Fund |
-0.17
|
12 |
-3.59
|
19 |
-5.65
|
17 |
|
|
||
| Icici Prudential Business Cycle Fund |
0.14
|
8 |
2.51
|
4 |
2.00
|
7 |
|
|
||
| Tata Business Cycle Fund |
0.16
|
7 |
3.15
|
3 |
2.81
|
3 |
|
|
||
| Baroda Bnp Paribas Business Cycle Fund |
-0.20
|
13 |
0.60
|
7 |
0.10
|
10 |
|
|
||
| Iti Pharma And Healthcare Fund |
-0.35
|
15 |
-2.37
|
18 |
|
|
|
|||
| Aditya Birla Sun Life Business Cycle Fund |
-0.52
|
17 |
0.53
|
8 |
|
|
|
|||
| 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 Commodity Equities Fund - Global Agri Plan |
-0.18
|
14 |
0.30
|
10 |
2.79
|
4 |
28.43
|
5 |
14.42
|
8 |
| Franklin India Opportunities Fund |
0.94
|
2 |
-0.92
|
16 |
1.61
|
8 |
12.01
|
13 |
17.29
|
6 |
| Icici Prudential Exports And Services Fund |
0.52
|
4 |
2.12
|
5 |
2.76
|
5 |
24.10
|
7 |
18.35
|
5 |
| Icici Prudential India Opportunities Fund |
0.79
|
3 |
4.79
|
2 |
5.37
|
1 |
36.74
|
2 |
|
|
| Icici Prudential Commodities Fund |
1.07
|
1 |
4.99
|
1 |
4.16
|
2 |
47.41
|
1 |
|
|
| Quantum India Esg Equity Fund |
0.00
|
11 |
-0.31
|
13 |
-1.12
|
14 |
13.94
|
12 |
|
|
| Sbi Magnum Equity Esg Fund |
0.05
|
10 |
-0.21
|
12 |
-0.53
|
12 |
18.67
|
10 |
15.94
|
7 |
| Sbi Magnum Comma Fund |
-0.67
|
18 |
-0.97
|
17 |
-3.30
|
16 |
32.78
|
3 |
24.32
|
2 |
| Sbi Equity Minimum Variance Fund |
0.32
|
6 |
2.02
|
6 |
2.44
|
7 |
16.18
|
11 |
|
|
| Sundaram Services Fund |
0.17
|
9 |
0.57
|
9 |
0.92
|
10 |
31.66
|
4 |
|
|
| Tata Ethical Fund |
0.34
|
5 |
-0.47
|
14 |
0.24
|
11 |
27.80
|
6 |
21.96
|
3 |
| Taurus Ethical Fund |
-0.33
|
17 |
-0.78
|
15 |
-0.80
|
13 |
19.12
|
9 |
19.00
|
4 |
| Edelweiss Recently Listed Ipo Fund |
-0.89
|
20 |
-6.26
|
20 |
-5.95
|
18 |
23.92
|
8 |
24.80
|
1 |
| Aditya Birla Sun Life Special Opportunities Fund |
-0.68
|
19 |
-0.13
|
11 |
-1.54
|
15 |
|
|
||
| Axis Special Situations Fund |
-0.08
|
12 |
-3.24
|
19 |
-4.95
|
17 |
|
|
||
| Icici Prudential Business Cycle Fund |
0.21
|
8 |
2.86
|
4 |
2.67
|
6 |
|
|
||
| Tata Business Cycle Fund |
0.30
|
7 |
3.61
|
3 |
3.73
|
3 |
|
|
||
| Baroda Bnp Paribas Business Cycle Fund |
-0.09
|
13 |
1.06
|
7 |
1.03
|
9 |
|
|
||
| Iti Pharma And Healthcare Fund |
-0.19
|
15 |
-1.94
|
18 |
|
|
|
|||
| Aditya Birla Sun Life Business Cycle Fund |
-0.29
|
16 |
0.95
|
8 |
|
|
|
|||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan |
-43.38
|
13 |
-24.15
|
4 |
-11.11
|
9 |
23.45
|
9 |
17.95
|
9 |
| Franklin India Opportunities Fund |
-22.76
|
8 |
-29.15
|
10 |
-10.06
|
7 |
22.91
|
8 |
17.53
|
7 |
| Icici Prudential Exports And Services Fund |
-18.23
|
5 |
-28.71
|
9 |
-7.89
|
3 |
20.76
|
5 |
16.56
|
5 |
| Icici Prudential India Opportunities Fund |
-28.26
|
9 |
-31.12
|
12 |
-7.23
|
2 |
26.02
|
12 |
19.32
|
11 |
| Icici Prudential Commodities Fund |
-30.12
|
12 |
-33.07
|
13 |
-12.78
|
11 |
31.44
|
13 |
23.64
|
13 |
| Quantum India Esg Equity Fund |
-17.97
|
4 |
-25.44
|
6 |
-13.64
|
12 |
19.94
|
4 |
15.55
|
4 |
| Sbi Magnum Equity Esg Fund |
-16.27
|
1 |
-28.20
|
8 |
-9.16
|
6 |
22.05
|
6 |
17.13
|
6 |
| Sbi Magnum Comma Fund |
-28.69
|
10 |
-26.15
|
7 |
-11.08
|
8 |
25.31
|
11 |
18.58
|
10 |
| Sbi Equity Minimum Variance Fund |
-18.99
|
7 |
-22.87
|
3 |
-6.74
|
1 |
18.95
|
3 |
13.93
|
3 |
| Sundaram Services Fund |
-18.42
|
6 |
-29.58
|
11 |
-8.13
|
4 |
24.15
|
10 |
19.52
|
12 |
| Tata Ethical Fund |
-16.35
|
2 |
-19.04
|
1 |
-11.94
|
10 |
17.87
|
2 |
13.50
|
2 |
| Taurus Ethical Fund |
-16.57
|
3 |
-19.28
|
2 |
-9.02
|
5 |
17.43
|
1 |
13.49
|
1 |
| Edelweiss Recently Listed Ipo Fund |
-29.82
|
11 |
-24.66
|
5 |
-15.55
|
13 |
22.15
|
7 |
17.80
|
8 |
| 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 Commodity Equities Fund - Global Agri Plan |
0.36
|
12 |
0.19
|
11 |
0.46
|
9 |
0.42
|
|
|
|
|
|
|||||||
| Franklin India Opportunities Fund |
0.43
|
9 |
0.22
|
9 |
0.44
|
12 |
0.49
|
0.09
|
7 | 0.98 | 5 |
0.94
|
4 |
0.10
|
8 |
1.54
|
8 |
-0.0032
|
6 |
| Icici Prudential Exports And Services Fund |
0.55
|
5 |
0.25
|
6 |
0.48
|
7 |
0.50
|
2.95
|
4 | 0.88 | 10 |
0.93
|
6 |
0.13
|
5 |
1.73
|
4 |
0.0087
|
5 |
| Icici Prudential India Opportunities Fund |
0.66
|
2 |
0.33
|
2 |
0.60
|
3 |
0.47
|
6.81
|
2 | 1.04 | 2 |
0.83
|
11 |
0.17
|
2 |
1.95
|
2 |
0.0743
|
2 |
| Icici Prudential Commodities Fund |
1.01
|
1 |
0.49
|
1 |
0.94
|
1 |
0.46
|
13.49
|
1 | 1.11 | 1 |
0.85
|
10 |
0.28
|
1 |
2.80
|
1 |
0.1617
|
1 |
| Quantum India Esg Equity Fund |
0.42
|
10 |
0.20
|
10 |
0.44
|
11 |
0.49
|
0.61
|
6 | 0.89 | 9 |
0.96
|
2 |
0.09
|
9 |
1.47
|
9 |
-0.0118
|
7 |
| Sbi Magnum Equity Esg Fund |
0.28
|
13 |
0.15
|
13 |
0.34
|
13 |
0.49
|
-3.31
|
11 | 0.98 | 4 |
0.95
|
3 |
0.06
|
11 |
1.24
|
11 |
-0.0358
|
10 |
| Sbi Magnum Comma Fund |
0.53
|
6 |
0.28
|
4 |
0.58
|
4 |
0.46
|
-1.15
|
8 | 0.92 | 7 |
0.89
|
9 |
0.15
|
3 |
1.91
|
3 |
-0.0309
|
9 |
| Sbi Equity Minimum Variance Fund |
0.55
|
4 |
0.27
|
5 |
0.54
|
5 |
0.49
|
4.53
|
3 | 0.81 | 11 |
0.91
|
7 |
0.13
|
4 |
1.69
|
5 |
0.0148
|
3 |
| Sundaram Services Fund |
0.47
|
8 |
0.22
|
7 |
0.47
|
8 |
0.50
|
0.88
|
5 | 1.02 | 3 |
0.91
|
8 |
0.11
|
7 |
1.62
|
6 |
0.0124
|
4 |
| Tata Ethical Fund |
0.61
|
3 |
0.29
|
3 |
0.63
|
2 |
0.45
|
-1.53
|
9 | 0.94 | 6 |
0.97
|
1 |
0.12
|
6 |
1.59
|
7 |
-0.0283
|
8 |
| Taurus Ethical Fund |
0.47
|
7 |
0.22
|
8 |
0.52
|
6 |
0.49
|
-2.66
|
10 | 0.91 | 8 |
0.94
|
5 |
0.09
|
10 |
1.37
|
10 |
-0.0436
|
11 |
| Edelweiss Recently Listed Ipo Fund |
0.39
|
11 |
0.19
|
12 |
0.46
|
10 |
0.45
|
|
|
|
|
|
|||||||
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleA mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager.
This post will describe the methodology used for different calculations on this website.