Use Landscape Mode
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Franklin India Technolog… | - | |
54.81% | 18.01% | 22.92% | 21.69% | 17.90% | 56.45% | 19.22% | 24.10% | 22.73% | 18.82% | 16.92% | -25.30% | -23.21% | 7.05% | 0.83 | 0.27 | 0.53 |
Tata Digital India Fund | - | |
33.13% | 15.87% | 22.48% | 23.97% | % | 34.94% | 17.68% | 24.45% | 26.01% | % | 18.50% | -26.17% | -24.84% | 6.11% | 0.91 | 0.25 | 0.49 |
Aditya Birla Sun Life Di… | - | |
28.56% | 14.25% | 23.46% | 23.03% | 19.28% | 29.98% | 15.64% | 24.85% | 24.35% | 20.44% | 18.01% | -25.77% | -23.97% | 4.62% | 0.96 | 0.23 | 0.45 |
Sbi Technology Opportuni… | - | |
24.39% | 15.43% | 21.68% | 21.61% | 17.71% | 25.78% | 16.79% | 23.01% | 22.96% | 18.92% | 17.08% | -21.90% | -20.19% | 6.29% | 0.89 | 0.26 | 0.53 |
Icici Prudential Technol… | - | |
29.30% | 14.60% | 23.93% | 22.82% | 18.95% | 30.35% | 15.78% | 25.07% | 23.97% | 19.99% | 18.50% | -26.53% | -23.29% | 4.86% | 0.91 | 0.22 | 0.42 |
Return Calculated On: 07 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 Digital India Fund | 15427.2 | 12763.14 | 53690.4 | 42277.25 | 172104.0 | 101615.28 | 358428.0 | 178935.71 | 699648.0 | 339129.24 | 2318040.0 | 804286.08 |
Franklin India Technology Fund | 18577.2 | 14531.94 | 59169.6 | 50289.05 | 168360.0 | 109407.6 | 331917.6 | 184856.7 | 622992.0 | 334006.8 | 2821608.0 | 782308.44 |
ICICI Prudential Technology Fund | 15516.0 | 13107.6 | 54180.0 | 41893.02 | 175380.0 | 103596.18 | 354228.0 | 181923.42 | 680388.0 | 337364.88 | 3975336.0 | 922766.22 |
SBI Technology Opportunities Fund | 14926.8 | 12911.39 | 55371.6 | 42665.65 | 160074.0 | 99368.58 | 330481.2 | 173158.27 | 612612.0 | 313918.56 | ||
Tata Digital India Fund | 15975.6 | 13402.67 | 56005.2 | 43506.94 | 165396.0 | 103599.6 | 377974.8 | 182839.86 |
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 | 15597.6 | 12844.5 | 55670.4 | 43076.09 | 182022.0 | 105343.2 | 386290.8 | 188043.24 | 770928.0 | 362547.72 | ||
Franklin India Technology Fund | 18774.0 | 14617.84 | 60998.4 | 51136.09 | 176574.0 | 112705.14 | 352270.8 | 192366.64 | 673140.0 | 352245.72 | ||
ICICI Prudential Technology Fund | 15642.0 | 13165.3 | 55875.6 | 42512.8 | 183612.0 | 106728.6 | 377949.6 | 189642.43 | 742644.0 | 357495.6 | ||
SBI Technology Opportunities Fund | 15093.6 | 12991.54 | 57351.6 | 43453.8 | 168960.0 | 102853.14 | 356874.0 | 181875.88 | 678552.0 | 335767.56 | ||
Tata Digital India Fund | 16192.8 | 13507.13 | 58662.0 | 44551.01 | 179106.0 | 108670.5 | 423696.0 | 196216.94 |
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 | -8.03 | 18.01 | 13.51 |
Franklin India Technology Fund |
-23.21 | -25.30 | -6.03 | 16.92 | 12.25 |
Icici Prudential Technology Fund |
-23.29 | -26.53 | -7.87 | 18.50 | 13.76 |
Sbi Technology Opportunities Fund |
-20.19 | -21.90 | -13.23 | 17.08 | 12.73 |
Tata Digital India Fund |
-24.84 | -26.17 | -10.18 | 18.50 | 13.77 |
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 |
0.45
|
0.23
|
0.46
|
0.35
|
4.62
|
0.96 |
0.92
|
|
1.40
|
4.1825
|
Franklin India Technology Fund |
0.53
|
0.27
|
0.49
|
0.40
|
7.05
|
0.83 |
0.77
|
|
1.50
|
5.0453
|
Icici Prudential Technology Fund |
0.42
|
0.22
|
0.44
|
0.38
|
4.86
|
0.91 |
0.93
|
|
1.43
|
3.7818
|
Sbi Technology Opportunities Fund |
0.53
|
0.26
|
0.54
|
0.39
|
6.29
|
0.89 |
0.88
|
|
1.49
|
5.0629
|
Tata Digital India Fund |
0.49
|
0.25
|
0.48
|
0.37
|
6.11
|
0.91 |
0.95
|
|
1.53
|
5.1109
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
0.25%
|
-0.47%
|
-3.95%
|
-9.45%
|
6.96%
|
28.56%
|
14.25%
|
23.46%
|
23.03%
|
19.28%
|
18.57%
|
Franklin India Technology Fund |
-0.98%
|
-1.98%
|
-2.65%
|
1.98%
|
22.31%
|
54.81%
|
18.01%
|
22.92%
|
21.69%
|
17.90%
|
20.14%
|
ICICI Prudential Technology Fund |
0.32%
|
-0.05%
|
-2.57%
|
-7.15%
|
11.67%
|
29.30%
|
14.60%
|
23.93%
|
22.82%
|
18.95%
|
22.92%
|
SBI Technology Opportunities Fund |
0.43%
|
0.14%
|
-2.09%
|
-6.56%
|
10.26%
|
24.39%
|
15.43%
|
21.68%
|
21.61%
|
17.71%
|
%
|
Tata Digital India Fund |
0.16%
|
0.14%
|
-3.44%
|
-5.36%
|
14.74%
|
33.13%
|
15.87%
|
22.48%
|
23.97%
|
%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
0.25%
|
-0.45%
|
-3.86%
|
-9.19%
|
7.56%
|
29.98%
|
15.64%
|
24.85%
|
24.35%
|
20.44%
|
%
|
Franklin India Technology Fund |
-0.98%
|
-1.97%
|
-2.57%
|
2.24%
|
22.91%
|
56.45%
|
19.22%
|
24.10%
|
22.73%
|
18.82%
|
%
|
ICICI Prudential Technology Fund |
0.33%
|
-0.04%
|
-2.51%
|
-6.97%
|
12.08%
|
30.35%
|
15.78%
|
25.07%
|
23.97%
|
19.99%
|
%
|
SBI Technology Opportunities Fund |
0.44%
|
0.16%
|
-2.00%
|
-6.31%
|
10.85%
|
25.78%
|
16.79%
|
23.01%
|
22.96%
|
18.92%
|
%
|
Tata Digital India Fund |
0.16%
|
0.15%
|
-3.34%
|
-5.04%
|
15.53%
|
34.94%
|
17.68%
|
24.45%
|
26.01%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
11.97%
|
10.72%
|
21.20%
|
21.22%
|
19.71%
|
18.04%
|
Franklin India Technology Fund |
41.21%
|
22.95%
|
24.26%
|
22.14%
|
19.43%
|
17.72%
|
ICICI Prudential Technology Fund |
17.51%
|
10.09%
|
22.00%
|
21.69%
|
19.62%
|
19.60%
|
SBI Technology Opportunities Fund |
14.35%
|
11.34%
|
20.28%
|
20.30%
|
18.28%
|
%
|
Tata Digital India Fund |
22.31%
|
12.69%
|
22.00%
|
21.83%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
13.27%
|
12.00%
|
22.69%
|
22.62%
|
20.95%
|
%
|
Franklin India Technology Fund |
42.68%
|
24.17%
|
25.50%
|
23.26%
|
20.41%
|
%
|
ICICI Prudential Technology Fund |
18.45%
|
11.10%
|
23.23%
|
22.86%
|
20.69%
|
%
|
SBI Technology Opportunities Fund |
15.64%
|
12.61%
|
21.70%
|
21.68%
|
19.53%
|
%
|
Tata Digital India Fund |
24.03%
|
14.34%
|
23.98%
|
23.82%
|
%
|
%
|