Sectoral Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: सेक्टोरल फंड

Top Performing Sectoral/ Thematic Fund

Ranking Date: 30 September 2022

Fund Name BMSMONEY Sectoral/ Thematic Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Tata Ethical Fund

1 The Tata Ethical 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 one performance parameter that is in bottom quartile. 2.09% 21.72% -19.04% -17.80% 0.67 0.32 0.44

Sbi Equity Minimum Variance Fund

2 The Sbi Equity Minimum Variance Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. 10.32% 19.48% -23.74% -17.16% 0.55 0.27 0.48

Icici Prudential Exports And Services Fund

3 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 five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 11.16% 21.07% -28.71% -15.53% 0.54 0.25 0.49

Sundaram Services Fund

4 The Sundaram Services 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 19% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 3.87% 22.23% -29.58% -18.17% 0.69 0.31 0.49

Taurus Ethical Fund

5 The Taurus Ethical Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 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 seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 2.81% 19.25% -19.28% -16.20% 0.62 0.29 0.48

Icici Prudential Commodities Fund

6 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. 17.81% 41.41% -34.31% -30.12% 0.93 0.46 0.46

Edelweiss Recently Listed Ipo Fund

7 The Edelweiss Recently Listed Ipo Fund is a Sectoral/ Thematic. In the Sectoral/ Thematic category there are 21 funds. The fund has five KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 53% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -18.45% 21.49% -24.66% -27.41% 0.76 0.33 0.44

Icici Prudential India Opportunities Fund

8 The Icici Prudential India Opportunities Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has 13 KPIs that are in top quartile. The fund has 62% 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 four KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. 20.21% 26.12% -34.16% -26.77% 0.55 0.29 0.46

Quantum India Esg Equity Fund

9 The Quantum India Esg Equity Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has one KPI that is in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. 0.06% 18.15% -25.44% -17.44% 0.59 0.27 0.49

Sbi Magnum Comma Fund

10 The Sbi Magnum Comma 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 has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. -1.83% 23.76% -26.71% -26.42% 0.59 0.31 0.45

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

11 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 four KPIs that are in top quartile. The fund has 21% of the KPIs that are in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 53% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 14.34% 16.05% -29.03% -39.73% 0.41 0.21 0.42

Sbi Magnum Equity Esg Fund

12 The Sbi Magnum Equity Esg Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has one KPI that is in top quartile. The fund has 12 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. 0.13% 15.20% -28.40% -17.55% 0.42 0.21 0.48

L&T Business Cycles Fund

13 None % % -33.50% -18.65% 0.34 0.18 0.48

Franklin India Opportunities Fund

14 The Franklin India Opportunities 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 eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 1.58% 19.81% -31.00% -22.73% 0.46 0.23 0.48

****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.


Returns (Regular Plan)

As On: 08 December 2022
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
L&T Business Cycles Fund
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
-0.05
16
-2.36
20
0.30
18
0.21
17
-3.30
21
14.34
4
16.05
12
10.56
7
Franklin India Opportunities Fund
0.35
9
-0.10
4
3.05
3
2.59
14
20.34
3
1.58
13
19.81
8
10.66
6
Icici Prudential Exports And Services Fund
0.26
12
-0.61
8
3.01
4
7.31
3
14.36
12
11.16
6
21.07
7
11.69
5
Icici Prudential India Opportunities Fund
0.10
15
-0.68
10
1.03
15
5.94
4
16.92
4
20.21
1
26.12
2
Icici Prudential Commodities Fund
0.82
2
1.62
1
5.02
1
10.57
1
21.77
1
17.81
2
41.41
1
Quantum India Esg Equity Fund
0.35
10
-0.93
15
1.07
14
1.61
16
12.08
14
0.06
16
18.15
11
Sbi Magnum Equity Esg Fund
0.43
6
-0.78
12
1.35
13
2.78
13
13.99
13
0.13
15
15.20
13
12.47
2
Sbi Magnum Comma Fund
0.39
8
-0.15
5
0.32
17
0.21
18
6.93
18
-1.83
17
23.76
3
11.84
4
Sbi Equity Minimum Variance Fund
-0.20
18
-1.25
18
0.74
16
4.92
7
15.28
9
10.32
7
19.48
9
Sundaram Services Fund
0.15
14
-0.80
14
1.57
12
3.89
10
15.83
7
3.87
10
22.23
4
Tata Ethical Fund
0.17
13
-0.62
9
1.91
8
2.27
15
10.61
15
2.09
12
21.72
5
12.28
3
Taurus Ethical Fund
-0.24
19
-1.42
19
-0.75
19
0.13
19
10.60
16
2.81
11
19.25
10
12.53
1
Edelweiss Recently Listed IPO Fund
-0.25
20
-0.47
7
-1.16
20
-5.76
21
3.21
20
-18.45
20
21.49
6
Aditya Birla Sun Life Special Opportunities Fund
0.44
5
-0.25
6
1.72
9
3.50
11
14.48
11
0.76
14
Axis Special Situations Fund
-0.08
17
-1.24
17
1.70
10
-2.04
20
4.90
19
-11.39
19
ICICI Prudential Business Cycle Fund
0.35
11
-1.11
16
1.93
7
5.54
5
14.88
10
11.74
5
Tata Business Cycle Fund
0.96
1
0.23
3
3.20
2
8.81
2
21.62
2
15.49
3
Baroda BNP Paribas Business Cycle Fund
0.40
7
-0.79
13
1.64
11
4.72
8
16.37
6
5.71
9
ITI Pharma and Healthcare Fund
-1.18
21
-2.63
21
-2.86
21
2.78
12
8.95
17
-3.96
18
Aditya Birla Sun Life Business Cycle Fund
0.46
4
-0.73
11
2.17
5
5.34
6
16.56
5
7.54
8
ICICI Prudential Housing Opportunities Fund
0.54
3
0.27
2
2.12
6
4.23
9
15.40
8

Returns (Direct Plan)

As On: 08 December 2022
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
L&T Business Cycles Fund
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
-0.05
16
-2.36
20
0.30
18
0.21
17
-3.30
21
14.34
4
16.05
12
10.56
7
Franklin India Opportunities Fund
0.35
9
-0.10
4
3.05
3
2.59
14
20.34
3
1.58
13
19.81
8
10.66
6
Icici Prudential Exports And Services Fund
0.26
12
-0.61
8
3.01
4
7.31
3
14.36
12
11.16
6
21.07
7
11.69
5
Icici Prudential India Opportunities Fund
0.10
15
-0.68
10
1.03
15
5.94
4
16.92
4
20.21
1
26.12
2
Icici Prudential Commodities Fund
0.82
2
1.62
1
5.02
1
10.57
1
21.77
1
17.81
2
41.41
1
Quantum India Esg Equity Fund
0.35
10
-0.93
15
1.07
14
1.61
16
12.08
14
0.06
16
18.15
11
Sbi Magnum Equity Esg Fund
0.43
6
-0.78
12
1.35
13
2.78
13
13.99
13
0.13
15
15.20
13
12.47
2
Sbi Magnum Comma Fund
0.39
8
-0.15
5
0.32
17
0.21
18
6.93
18
-1.83
17
23.76
3
11.84
4
Sbi Equity Minimum Variance Fund
-0.20
18
-1.25
18
0.74
16
4.92
7
15.28
9
10.32
7
19.48
9
Sundaram Services Fund
0.15
14
-0.80
14
1.57
12
3.89
10
15.83
7
3.87
10
22.23
4
Tata Ethical Fund
0.17
13
-0.62
9
1.91
8
2.27
15
10.61
15
2.09
12
21.72
5
12.28
3
Taurus Ethical Fund
-0.24
19
-1.42
19
-0.75
19
0.13
19
10.60
16
2.81
11
19.25
10
12.53
1
Edelweiss Recently Listed IPO Fund
-0.25
20
-0.47
7
-1.16
20
-5.76
21
3.21
20
-18.45
20
21.49
6
Aditya Birla Sun Life Special Opportunities Fund
0.44
5
-0.25
6
1.72
9
3.50
11
14.48
11
0.76
14
Axis Special Situations Fund
-0.08
17
-1.24
17
1.70
10
-2.04
20
4.90
19
-11.39
19
ICICI Prudential Business Cycle Fund
0.35
11
-1.11
16
1.93
7
5.54
5
14.88
10
11.74
5
Tata Business Cycle Fund
0.96
1
0.23
3
3.20
2
8.81
2
21.62
2
15.49
3
Baroda BNP Paribas Business Cycle Fund
0.40
7
-0.79
13
1.64
11
4.72
8
16.37
6
5.71
9
ITI Pharma and Healthcare Fund
-1.18
21
-2.63
21
-2.86
21
2.78
12
8.95
17
-3.96
18
Aditya Birla Sun Life Business Cycle Fund
0.46
4
-0.73
11
2.17
5
5.34
6
16.56
5
7.54
8
ICICI Prudential Housing Opportunities Fund
0.54
3
0.27
2
2.12
6
4.23
9
15.40
8
Click on + to See Details
As On: 08 December 2022
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

Iti Pharma And Healthcare Fund

0.29
10

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

1.43
3
4.15
1
9.30
1
29.50
6
12.63
8

Franklin India Opportunities Fund

0.01
13
-1.78
16
1.55
8
28.92
8
14.76
5

Icici Prudential Exports And Services Fund

0.70
6
0.74
6
2.12
6
26.90
9
16.57
4

Icici Prudential India Opportunities Fund

1.82
1
3.03
2
5.90
2
39.21
2

Icici Prudential Commodities Fund

1.44
2
1.09
5
1.32
9
53.13
1

Quantum India Esg Equity Fund

-0.39
17
-2.03
17
-0.72
13
26.56
10

Sbi Magnum Equity Esg Fund

-0.29
16
-0.86
13
0.46
11
21.90
13
14.44
6

Sbi Magnum Comma Fund

0.04
12
0.31
7
-1.49
15
37.04
3
22.91
1

Sbi Equity Minimum Variance Fund

0.37
8
-0.61
11
2.98
5
23.60
12

Sundaram Services Fund

0.08
11
-0.15
10
2.10
7
32.24
5

Tata Ethical Fund

-0.09
14
-0.01
9
0.49
10
29.09
7
19.88
2

L&T Business Cycles Fund

0.86
5
0.11
8
3.75
3
21.45
14
13.31
7

Taurus Ethical Fund

0.31
9
-0.96
14
-0.11
12
25.74
11
17.08
3

Edelweiss Recently Listed Ipo Fund

-1.69
20
-3.83
18
-5.58
17
35.57
4

Aditya Birla Sun Life Special Opportunities Fund

-0.13
15
-1.22
15
-1.03
14

Axis Special Situations Fund

-1.37
19
-3.87
19
-3.71
16

Icici Prudential Business Cycle Fund

0.56
7
1.38
3
3.16
4

Tata Business Cycle Fund

1.12
4
1.34
4

Baroda Bnp Paribas Business Cycle Fund

-0.40
18
-0.74
12
As On: 08 December 2022
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

1.47
3
4.31
1
9.55
1
30.00
7
13.04
8

Franklin India Opportunities Fund

0.07
13
-1.61
16
1.90
9
29.93
8
15.66
5

Icici Prudential Exports And Services Fund

0.74
6
0.86
6
2.36
7
27.46
9
17.24
4

Icici Prudential India Opportunities Fund

1.93
1
3.38
2
6.65
2
41.06
2

Icici Prudential Commodities Fund

1.57
2
1.44
5
2.05
8
55.51
1

Quantum India Esg Equity Fund

-0.38
18
-1.85
17
-0.36
14
27.42
10

Sbi Magnum Equity Esg Fund

-0.24
17
-0.68
13
0.82
11
22.87
13
15.34
6

Sbi Magnum Comma Fund

0.09
12
0.45
7
-1.20
15
37.84
3
23.63
1

Sbi Equity Minimum Variance Fund

0.40
9
-0.53
12
3.16
5
24.11
12

Sundaram Services Fund

0.20
11
0.21
10
2.86
6
34.10
5

Tata Ethical Fund

0.02
15
0.28
9
1.11
10
30.58
6
21.26
2

L&T Business Cycles Fund

0.95
5
0.38
8
4.30
3
22.78
14
14.45
7

Taurus Ethical Fund

0.39
10
-0.74
14
0.38
12
27.07
11
18.26
3

Edelweiss Recently Listed Ipo Fund

-1.55
20
-3.48
18
-4.92
17
35.79
4

Aditya Birla Sun Life Special Opportunities Fund

0.03
14
-0.78
15
-0.23
13

Axis Special Situations Fund

-1.27
19
-3.55
19
-2.98
16

Icici Prudential Business Cycle Fund

0.67
7
1.79
4
3.93
4

Tata Business Cycle Fund

1.30
4
1.81
3

Baroda Bnp Paribas Business Cycle Fund

-0.18
16
-0.30
11

Iti Pharma And Healthcare Fund

0.48
8
As On: 30 September 2022
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

-39.73
14
-29.03
9
-8.04
7
21.53
9
16.32
8

Franklin India Opportunities Fund

-22.73
9
-31.00
11
-8.46
9
21.27
8
15.93
7

Icici Prudential Exports And Services Fund

-15.53
1
-28.71
8
-7.63
6
18.95
4
14.74
4

Icici Prudential India Opportunities Fund

-26.77
11
-34.16
13
-7.54
4
24.39
12
17.81
12

Icici Prudential Commodities Fund

-30.12
13
-34.31
14
-13.03
14
31.50
14
23.28
14

Quantum India Esg Equity Fund

-17.44
4
-25.44
5
-8.60
10
19.11
5
14.90
5

Sbi Magnum Equity Esg Fund

-17.55
5
-28.40
7
-8.42
8
20.14
6
15.47
6

Sbi Magnum Comma Fund

-26.42
10
-26.71
6
-9.25
12
23.83
11
17.32
10

Sbi Equity Minimum Variance Fund

-17.16
3
-23.74
3
-7.56
5
17.67
3
12.79
3

Sundaram Services Fund

-18.17
7
-29.58
10
-6.57
1
21.99
10
17.68
11

Tata Ethical Fund

-17.80
6
-19.04
1
-7.11
3
16.70
2
12.50
2

L&T Business Cycles Fund

-18.65
8
-33.50
12
-8.68
11
24.57
13
19.13
13

Taurus Ethical Fund

-16.20
2
-19.28
2
-7.08
2
16.12
1
12.36
1

Edelweiss Recently Listed Ipo Fund

-27.41
12
-24.66
4
-10.15
13
20.75
7
16.83
9
As On: 30 September 2022
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

0.41
13
0.21
13
0.35
12
0.42

Franklin India Opportunities Fund

0.46
11
0.23
11
0.36
11
0.48
0.94
8 0.98 5
0.95
4
0.14
9
1.64
8
0.0051
7

Icici Prudential Exports And Services Fund

0.54
10
0.25
10
0.39
10
0.49
3.41
6 0.88 10
0.93
6
0.16
5
1.81
5
0.0118
6

Icici Prudential India Opportunities Fund

0.55
8
0.29
7
0.42
9
0.46
6.31
2 1.04 2
0.82
11
0.19
3
1.93
3
0.0703
2

Icici Prudential Commodities Fund

0.93
1
0.46
1
0.79
1
0.46
11.59
1 1.11 1
0.85
10
0.26
1
2.51
1
0.1394
1

Quantum India Esg Equity Fund

0.59
6
0.27
9
0.46
7
0.49
1.03
7 0.89 9
0.95
3
0.14
10
1.59
9
-0.0098
9

Sbi Magnum Equity Esg Fund

0.42
12
0.21
12
0.35
13
0.48
-3.87
11 0.98 4
0.95
2
0.09
11
1.29
11
-0.0415
11

Sbi Magnum Comma Fund

0.59
7
0.31
4
0.52
4
0.45
3.83
5 0.91 7
0.88
9
0.20
2
2.07
2
0.0206
5

Sbi Equity Minimum Variance Fund

0.55
9
0.27
8
0.43
8
0.48
5.46
3 0.81 11
0.90
7
0.16
7
1.75
7
0.0249
4

Sundaram Services Fund

0.69
3
0.31
5
0.52
5
0.49
3.99
4 1.02 3
0.90
8
0.17
4
1.82
4
0.0431
3

Tata Ethical Fund

0.67
4
0.32
3
0.55
3
0.44
0.35
9 0.94 6
0.97
1
0.16
6
1.77
6
-0.0093
8

L&T Business Cycles Fund

0.34
14
0.18
14
0.30
14
0.48

Taurus Ethical Fund

0.62
5
0.29
6
0.51
6
0.48
-1.58
10 0.91 8
0.93
5
0.14
8
1.59
10
-0.0340
10

Edelweiss Recently Listed Ipo Fund

0.76
2
0.33
2
0.61
2
0.44




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