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Ranked On: 29 February 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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Franklin India Technolog… | - | |
60.11% | 17.05% | 22.42% | 22.19% | 17.45% | 61.83% | 18.24% | 23.58% | 23.23% | 18.36% | 16.78% | -25.30% | -23.21% | 5.46% | 0.82 | 0.33 | 0.66 |
Tata Digital India Fund | - | |
39.30% | 16.07% | 22.15% | 24.40% | % | 41.20% | 17.89% | 24.11% | 26.45% | % | 18.34% | -26.17% | -24.84% | 5.09% | 0.92 | 0.35 | 0.74 |
Aditya Birla Sun Life Di… | - | |
36.45% | 15.39% | 23.19% | 23.94% | 18.90% | 37.95% | 16.80% | 24.58% | 25.27% | 20.06% | 17.69% | -25.77% | -23.97% | 5.47% | 0.96 | 0.35 | 0.74 |
Sbi Technology Opportuni… | - | |
29.45% | 15.79% | 21.23% | 22.05% | 17.23% | 30.89% | 17.16% | 22.55% | 23.39% | 18.43% | 16.89% | -21.90% | -19.49% | 7.16% | 0.89 | 0.38 | 0.81 |
Icici Prudential Technol… | - | |
34.91% | 15.23% | 23.30% | 23.55% | 18.46% | 35.99% | 16.42% | 24.43% | 24.70% | 19.50% | 18.30% | -26.53% | -23.29% | 3.78% | 0.91 | 0.32 | 0.67 |
Return Calculated On: 18 April 2024
Ratios Calculated On: 29 February 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 Digital India Fund | 16374.0 | 13019.59 | 55314.0 | 43123.03 | 170220.0 | 104138.7 | 377302.8 | 186243.79 | 677580.0 | 348367.8 | 2578014.0 | 821385.9 |
Franklin India Technology Fund | 19213.2 | 14863.01 | 57736.8 | 50706.29 | 164952.0 | 110731.92 | 341695.2 | 189831.52 | 599448.0 | 339071.04 | 3160494.0 | 788220.18 |
ICICI Prudential Technology Fund | 16189.2 | 13217.57 | 55076.4 | 42236.86 | 170976.0 | 105124.08 | 369062.4 | 187209.37 | 653244.0 | 342782.88 | 4522878.0 | 930357.9 |
SBI Technology Opportunities Fund | 15534.0 | 12931.68 | 55886.4 | 42790.39 | 157122.0 | 100111.26 | 338805.6 | 177123.32 | 588192.0 | 317227.92 | ||
Tata Digital India Fund | 16716.0 | 13489.52 | 56300.4 | 43689.67 | 163158.0 | 104435.22 | 387265.2 | 187338.14 |
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 Digital India Fund | 16554.0 | 13103.04 | 57362.4 | 43941.56 | 180024.0 | 107958.78 | 406551.6 | 195746.54 | 746664.0 | 372332.76 | ||
Franklin India Technology Fund | 19419.6 | 14951.77 | 59508.0 | 51557.58 | 172950.0 | 114061.44 | 362560.8 | 197546.75 | 647436.0 | 357494.64 | ||
ICICI Prudential Technology Fund | 16318.8 | 13276.38 | 56808.0 | 42869.41 | 178986.0 | 108309.0 | 393766.8 | 195186.85 | 712716.0 | 363181.56 | ||
SBI Technology Opportunities Fund | 15706.8 | 13013.08 | 57891.6 | 43586.17 | 165828.0 | 103622.76 | 365811.6 | 186070.58 | 651312.0 | 339239.16 | ||
Tata Digital India Fund | 16944.0 | 13596.0 | 58986.0 | 44747.17 | 176700.0 | 109564.86 | 434221.2 | 201147.41 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
-23.97 | -25.77 | -13.28 | 17.69 | 13.52 |
Franklin India Technology Fund |
-23.21 | -25.30 | -9.40 | 16.78 | 12.32 |
Icici Prudential Technology Fund |
-23.29 | -26.53 | -13.27 | 18.30 | 13.87 |
Sbi Technology Opportunities Fund |
-19.49 | -21.90 | -21.90 | 16.89 | 12.84 |
Tata Digital India Fund |
-24.84 | -26.17 | -13.11 | 18.34 | 13.92 |
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 Digital India Fund |
0.74
|
0.35
|
0.59
|
0.35
|
5.47
|
0.96 |
0.91
|
|
1.74
|
4.8418
|
Franklin India Technology Fund |
0.66
|
0.33
|
0.54
|
0.40
|
5.46
|
0.82 |
0.75
|
|
1.63
|
2.6275
|
Icici Prudential Technology Fund |
0.67
|
0.32
|
0.56
|
0.39
|
3.78
|
0.91 |
0.93
|
|
1.75
|
2.5507
|
Sbi Technology Opportunities Fund |
0.81
|
0.38
|
0.69
|
0.40
|
7.16
|
0.89 |
0.87
|
|
1.84
|
5.4822
|
Tata Digital India Fund |
0.74
|
0.35
|
0.60
|
0.38
|
5.09
|
0.92 |
0.95
|
|
1.86
|
3.7352
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
0.00%
|
-3.20%
|
-3.69%
|
-7.70%
|
7.36%
|
36.45%
|
15.39%
|
23.19%
|
23.94%
|
18.90%
|
19.42%
|
Franklin India Technology Fund |
0.00%
|
-2.56%
|
2.91%
|
3.26%
|
23.06%
|
60.11%
|
17.05%
|
22.42%
|
22.19%
|
17.45%
|
21.05%
|
ICICI Prudential Technology Fund |
0.00%
|
-2.66%
|
-3.22%
|
-5.76%
|
10.58%
|
34.91%
|
15.23%
|
23.30%
|
23.55%
|
18.46%
|
23.98%
|
SBI Technology Opportunities Fund |
0.00%
|
-2.97%
|
-3.58%
|
-5.76%
|
8.75%
|
29.45%
|
15.79%
|
21.23%
|
22.05%
|
17.23%
|
%
|
Tata Digital India Fund |
0.00%
|
-3.69%
|
-2.22%
|
-4.38%
|
13.40%
|
39.30%
|
16.07%
|
22.15%
|
24.40%
|
%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
0.00%
|
-3.19%
|
-3.60%
|
-7.44%
|
7.96%
|
37.95%
|
16.80%
|
24.58%
|
25.27%
|
20.06%
|
%
|
Franklin India Technology Fund |
0.00%
|
-2.54%
|
3.00%
|
3.52%
|
23.66%
|
61.83%
|
18.24%
|
23.58%
|
23.23%
|
18.36%
|
%
|
ICICI Prudential Technology Fund |
0.00%
|
-2.65%
|
-3.16%
|
-5.62%
|
10.99%
|
35.99%
|
16.42%
|
24.43%
|
24.70%
|
19.50%
|
%
|
SBI Technology Opportunities Fund |
0.00%
|
-2.95%
|
-3.50%
|
-5.51%
|
9.34%
|
30.89%
|
17.16%
|
22.55%
|
23.39%
|
18.43%
|
%
|
Tata Digital India Fund |
0.00%
|
-3.67%
|
-2.11%
|
-4.05%
|
14.17%
|
41.20%
|
17.89%
|
24.11%
|
26.45%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
16.04%
|
12.07%
|
22.21%
|
22.34%
|
20.21%
|
18.27%
|
Franklin India Technology Fund |
46.73%
|
23.54%
|
24.75%
|
22.88%
|
19.71%
|
17.80%
|
ICICI Prudential Technology Fund |
19.23%
|
10.65%
|
22.59%
|
22.49%
|
19.91%
|
19.69%
|
SBI Technology Opportunities Fund |
14.63%
|
11.54%
|
20.58%
|
20.93%
|
18.47%
|
%
|
Tata Digital India Fund |
23.66%
|
12.97%
|
22.32%
|
22.51%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
17.38%
|
13.37%
|
23.70%
|
23.75%
|
21.44%
|
%
|
Franklin India Technology Fund |
48.26%
|
24.75%
|
25.99%
|
24.00%
|
20.68%
|
%
|
ICICI Prudential Technology Fund |
20.19%
|
11.67%
|
23.83%
|
23.66%
|
20.98%
|
%
|
SBI Technology Opportunities Fund |
15.93%
|
12.81%
|
22.00%
|
22.32%
|
19.71%
|
%
|
Tata Digital India Fund |
25.41%
|
14.63%
|
24.31%
|
24.51%
|
%
|
%
|