Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| KPIs* | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Rolling Return % |
0.74
|
1.47
|
No
|
No
|
Yes
|
27/27 | 0.74 / 2.69 |
| 3M Rolling Return % |
2.96
|
3.71
|
No
|
No
|
Yes
|
22/27 | 1.71 / 5.51 |
| 6M Rolling Return % |
3.97
|
5.46
|
No
|
No
|
Yes
|
22/27 | 2.95 / 8.03 |
| 1Y Rolling Return % |
6.04
|
9.02
|
No
|
No
|
Yes
|
20/25 | 4.71 / 17.59 |
| 3Y Rolling Return % |
12.19
|
14.54
|
No
|
No
|
No
|
17/23 | 8.35 / 28.88 |
| Standard Deviation |
10.12
|
11.24
|
Yes
|
Yes
|
No
|
4/25 | 9.68 / 16.69 |
| Semi Deviation |
7.12
|
7.53
|
Yes
|
No
|
No
|
10/25 | 6.69 / 9.47 |
| Max Drawdown |
-11.53
|
-9.35
|
No
|
No
|
Yes
|
22/25 | -14.96 / -5.01 |
| VaR 1 Y |
-10.37
|
-10.42
|
Yes
|
No
|
No
|
14/25 | -13.27 / -8.42 |
| Average Drawdown |
-6.40
|
-3.97
|
No
|
No
|
Yes
|
25/25 | -6.40 / -2.57 |
| Sharpe Ratio |
0.77
|
1.11
|
No
|
No
|
Yes
|
22/25 | 0.61 / 1.75 |
| Sterling Ratio |
0.71
|
1.09
|
No
|
No
|
Yes
|
22/25 | 0.68 / 1.89 |
| Sortino Ratio |
0.40
|
0.66
|
No
|
No
|
Yes
|
22/25 | 0.33 / 1.10 |
| Jensen Alpha |
-2.31
|
1.98
|
No
|
No
|
Yes
|
18/20 | -3.70 / 10.26 |
| Treynor Ratio |
0.08
|
0.12
|
No
|
No
|
Yes
|
18/20 | 0.07 / 0.20 |
| Modigliani Square measure |
14.92
|
17.96
|
No
|
No
|
Yes
|
18/20 | 13.16 / 24.21 |
| Active Return |
-2.13
|
1.20
|
No
|
No
|
Yes
|
15/20 | -3.77 / 15.82 |
All parametrs are in percentage
| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Edelweiss Aggressive Hybrid Fund |
1 | The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 91% 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. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. | 20.70% | 22.67% | -6.93% | -9.48% | 1.40 | 0.90 | 0.42 |
|
Kotak Equity Hybrid Fund |
5 | The Kotak Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% 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. You can read more about the fund KPIs in the Kotak Equity Hybrid Fund performance snapshot section. | 15.96% | 22.12% | -6.42% | -8.94% | 1.55 | 0.98 | 0.40 |
|
Nippon India Equity Hybrid Fund |
3 | The Nippon India Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<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 second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Equity Hybrid Fund performance snapshot section. | 20.33% | 23.22% | -6.97% | -10.21% | 1.31 | 0.79 | 0.39 |
|
Tata Hybrid Equity Fund |
4 | The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<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 third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section. | 13.98% | 19.89% | -6.39% | -8.69% | 1.14 | 0.70 | 0.41 |
|
Uti Hybrid Equity Fund |
2 | The Uti Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% 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. You can read more about the fund KPIs in the Uti Hybrid Equity Fund performance snapshot section. | 20.50% | 23.64% | -7.25% | -9.59% | 1.43 | 0.88 | 0.41 |
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Rolling Return % |
0.80
|
1.57
|
No
|
No
|
Yes
|
27/27 | 0.80 / 2.79 |
| 3M Rolling Return % |
3.13
|
4.03
|
No
|
No
|
Yes
|
22/27 | 2.00 / 5.78 |
| 6M Rolling Return % |
4.38
|
6.09
|
No
|
No
|
Yes
|
24/27 | 3.52 / 8.59 |
| 1Y Rolling Return % |
6.95
|
10.34
|
No
|
No
|
Yes
|
23/25 | 6.09 / 18.24 |
| 3Y Rolling Return % |
13.22
|
15.84
|
No
|
No
|
No
|
17/23 | 9.21 / 29.92 |
| Standard Deviation |
10.12
|
11.24
|
Yes
|
Yes
|
No
|
4/25 | 9.68 / 16.69 |
| Semi Deviation |
7.12
|
7.53
|
Yes
|
No
|
No
|
10/25 | 6.69 / 9.47 |
| Max Drawdown |
-11.53
|
-9.35
|
No
|
No
|
Yes
|
22/25 | -14.96 / -5.01 |
| VaR 1 Y |
-10.37
|
-10.42
|
Yes
|
No
|
No
|
14/25 | -13.27 / -8.42 |
| Average Drawdown |
-6.40
|
-3.97
|
No
|
No
|
Yes
|
25/25 | -6.40 / -2.57 |
| Sharpe Ratio |
0.77
|
1.11
|
No
|
No
|
Yes
|
22/25 | 0.61 / 1.75 |
| Sterling Ratio |
0.71
|
1.09
|
No
|
No
|
Yes
|
22/25 | 0.68 / 1.89 |
| Sortino Ratio |
0.40
|
0.66
|
No
|
No
|
Yes
|
22/25 | 0.33 / 1.10 |
| Jensen Alpha |
-2.31
|
1.98
|
No
|
No
|
Yes
|
18/20 | -3.70 / 10.26 |
| Treynor Ratio |
0.08
|
0.12
|
No
|
No
|
Yes
|
18/20 | 0.07 / 0.20 |
| Modigliani Square measure |
14.92
|
17.96
|
No
|
No
|
Yes
|
18/20 | 13.16 / 24.21 |
| Active Return |
-2.13
|
1.20
|
No
|
No
|
Yes
|
15/20 | -3.77 / 15.82 |
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| 1M Rolling Return % | 0.74% | 0.80% |
| 3M Rolling Return % | 2.96% | 3.13% |
| 6M Rolling Return % | 3.97% | 4.38% |
| 1Y Rolling Return % | 6.04% | 6.95% |
| 3Y Rolling Return % | 12.19% | 13.22% |
| Standard Deviation | 10.12% | 10.12% |
| Semi Deviation | 7.12% | 7.12% |
| Max Drawdown | -11.53% | -11.53% |
| VaR 1 Y | -10.37% | -10.37% |
| Average Drawdown | -6.40% | -6.40% |
| Sharpe Ratio | 0.77% | 0.77% |
| Sterling Ratio | 0.71% | 0.71% |
| Sortino Ratio | 0.40% | 0.40% |
| Jensen Alpha | -2.31% | -2.31% |
| Treynor Ratio | 0.08% | 0.08% |
| Modigliani Square measure | 14.92% | 14.92% |
| Active Return | -2.13% | -2.13% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Investment Period | Mini. Possible Return in Investment Period |
Max. Possible Return in Investment Period |
Expected Return in Investment Period |
Loss Probability in Investment Period |
|---|---|---|---|---|
| 10 Year | 8.01% | 18.88% | 13.40% | 0.00% |
| One Year | -46.86% | 84.93% | 15.07% | 13.81% |
| Three Year | -3.09% | 43.03% | 13.70% | 0.50% |
| Five Year | 2.85% | 35.46% | 13.82% | 0.00% |
| Seven Year | 6.78% | 24.55% | 13.10% | 0.00% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Jm Equity Hybrid Fund |
0.64
|
1 |
0.16
|
2 |
2.86
|
2 |
11.88
|
1 |
24.86
|
1 |
29.06
|
1 |
25.12
|
3 |
13.89
|
4 |
| Shriram Hybrid Equity Fund |
0.62
|
2 |
0.32
|
1 |
2.60
|
5 |
5.82
|
11 |
14.01
|
22 |
12.34
|
23 |
14.79
|
21 |
9.30
|
20 |
| Edelweiss Aggressive Hybrid Fund |
0.45
|
3 |
-0.51
|
11 |
2.64
|
4 |
|
17.95
|
7 |
20.70
|
3 |
22.67
|
7 |
13.73
|
6 | |
| Union Hybrid Equity Fund |
0.43
|
4 |
-0.42
|
5 |
2.03
|
11 |
5.70
|
12 |
17.21
|
8 |
14.45
|
17 |
|
|
||
| Canara Robeco Equity Hybrid Fund |
0.41
|
5 |
-0.64
|
16 |
1.80
|
15 |
4.69
|
19 |
15.04
|
18 |
14.27
|
18 |
17.27
|
17 |
13.14
|
8 |
| Dsp Equity & Bond Fund |
0.41
|
6 |
-0.11
|
3 |
2.07
|
10 |
6.93
|
5 |
20.41
|
2 |
18.56
|
6 |
19.20
|
13 |
13.79
|
5 |
| Nippon India Equity Hybrid Fund |
0.37
|
7 |
-0.50
|
8 |
2.30
|
7 |
6.45
|
6 |
18.55
|
5 |
20.33
|
5 |
23.22
|
5 |
8.17
|
22 |
| Baroda Bnp Paribas Aggressive Hybrid Fund |
0.31
|
8 |
-0.49
|
7 |
1.86
|
14 |
5.83
|
10 |
15.94
|
15 |
16.45
|
11 |
|
|
||
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
0.30
|
9 |
-0.73
|
19 |
1.64
|
19 |
5.41
|
13 |
17.02
|
9 |
13.85
|
20 |
18.37
|
14 |
10.09
|
17 |
| Uti Hybrid Equity Fund |
0.30
|
10 |
-0.97
|
24 |
2.21
|
9 |
6.99
|
4 |
18.80
|
4 |
20.50
|
4 |
23.64
|
4 |
12.78
|
9 |
| Navi Equity Hybrid Fund |
0.29
|
11 |
-0.92
|
23 |
1.48
|
23 |
5.89
|
9 |
16.94
|
10 |
17.00
|
10 |
16.96
|
18 |
10.89
|
16 |
| Sbi Equity Hybrid Fund |
0.29
|
12 |
-0.60
|
14 |
2.23
|
8 |
5.11
|
17 |
15.11
|
17 |
11.69
|
24 |
18.10
|
16 |
12.58
|
11 |
| Indiabulls Equity Hybrid Fund |
0.26
|
13 |
-0.63
|
15 |
1.92
|
12 |
3.77
|
23 |
11.53
|
25 |
13.34
|
21 |
16.72
|
19 |
|
|
| Kotak Equity Hybrid Fund |
0.25
|
14 |
-0.68
|
17 |
1.55
|
21 |
6.08
|
8 |
15.73
|
16 |
15.96
|
12 |
22.12
|
9 |
14.88
|
3 |
| Idfc Hybrid Equity Fund |
0.25
|
15 |
-0.85
|
21 |
1.49
|
22 |
5.27
|
14 |
16.44
|
13 |
14.80
|
14 |
19.24
|
12 |
11.41
|
14 |
| Franklin India Equity Hybrid Fund |
0.23
|
16 |
-0.42
|
4 |
2.79
|
3 |
7.24
|
3 |
16.60
|
11 |
17.69
|
9 |
21.33
|
10 |
12.37
|
12 |
| Tata Hybrid Equity Fund |
0.22
|
17 |
-0.50
|
9 |
1.88
|
13 |
4.23
|
20 |
13.16
|
24 |
13.98
|
19 |
19.89
|
11 |
11.62
|
13 |
| Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
0.22
|
18 |
-1.01
|
25 |
1.66
|
18 |
6.45
|
7 |
18.01
|
6 |
18.00
|
7 |
22.40
|
8 |
|
|
| Mirae Asset Hybrid Equity Fund |
0.20
|
19 |
-0.86
|
22 |
1.28
|
24 |
5.09
|
18 |
16.14
|
14 |
15.45
|
13 |
18.37
|
15 |
12.60
|
10 |
| Axis Equity Hybrid Fund |
0.19
|
20 |
-0.43
|
6 |
1.76
|
16 |
3.13
|
24 |
14.38
|
21 |
8.61
|
25 |
14.78
|
22 |
10.96
|
15 |
| Icici Prudential Equity & Debt Fund |
0.19
|
21 |
-0.51
|
10 |
3.22
|
1 |
9.42
|
2 |
19.38
|
3 |
23.60
|
2 |
31.13
|
1 |
16.95
|
2 |
| Pgim India Hybrid Equity Fund |
0.18
|
22 |
-1.13
|
26 |
0.00
|
26 |
1.71
|
25 |
10.74
|
26 |
14.63
|
15 |
14.71
|
23 |
8.96
|
21 |
| Lic Mf Equity Hybrid Fund |
0.18
|
23 |
-0.55
|
13 |
1.18
|
25 |
3.83
|
22 |
14.58
|
20 |
12.87
|
22 |
14.10
|
24 |
9.58
|
19 |
| Quant Absolute Fund |
0.15
|
24 |
-0.52
|
12 |
2.36
|
6 |
5.19
|
15 |
14.97
|
19 |
8.46
|
26 |
27.43
|
2 |
20.09
|
1 |
| Hdfc Hybrid Equity Fund |
0.13
|
25 |
-0.71
|
18 |
1.57
|
20 |
4.01
|
21 |
13.96
|
23 |
17.90
|
8 |
22.73
|
6 |
13.55
|
7 |
| Invesco India Equity & Bond Fund |
-0.04
|
26 |
-0.80
|
20 |
1.71
|
17 |
5.13
|
16 |
16.47
|
12 |
14.63
|
16 |
14.96
|
20 |
10.08
|
18 |
| Idbi Hybrid Equity Fund |
|
|
|
|
|
|
|
|
||||||||
| 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 Equity Hybrid 95 Fund |
1.02
|
25 |
2.81
|
24 |
3.35
|
25 |
6.98
|
18 |
12.84
|
16 |
| Axis Equity Hybrid Fund |
0.77
|
26 |
1.71
|
27 |
2.95
|
27 |
4.71
|
25 |
14.47
|
13 |
| Franklin India Equity Hybrid Fund |
1.85
|
6 |
4.70
|
7 |
5.58
|
13 |
8.20
|
14 |
14.54
|
12 |
| Shriram Hybrid Equity Fund |
1.08
|
23 |
2.56
|
26 |
3.82
|
23 |
5.90
|
22 |
10.92
|
19 |
| Canara Robeco Equity Hybrid Fund |
1.32
|
16 |
3.31
|
18 |
5.29
|
18 |
7.99
|
15 |
15.65
|
6 |
| Dsp Equity & Bond Fund |
1.51
|
12 |
3.17
|
19 |
5.83
|
10 |
6.51
|
19 |
15.11
|
10 |
| Edelweiss Aggressive Hybrid Fund |
1.89
|
5 |
4.90
|
4 |
7.12
|
4 |
12.46
|
3 |
15.76
|
4 |
| Essel Equity Hybrid Fund |
1.70
|
8 |
3.66
|
14 |
5.93
|
9 |
8.35
|
13 |
10.97
|
18 |
| Hdfc Hybrid Equity Fund |
1.43
|
14 |
4.72
|
6 |
7.02
|
5 |
12.15
|
5 |
15.76
|
5 |
| Icici Prudential Equity & Debt Fund |
1.99
|
2 |
4.96
|
3 |
7.39
|
2 |
17.59
|
1 |
20.29
|
2 |
| Idbi Hybrid Equity Fund |
0.74
|
27 |
2.96
|
22 |
3.97
|
22 |
6.04
|
20 |
12.19
|
17 |
| Idfc Hybrid Equity Fund |
1.20
|
18 |
3.04
|
20 |
5.66
|
12 |
8.79
|
11 |
14.74
|
11 |
| Indiabulls Equity Hybrid Fund |
1.15
|
22 |
4.02
|
8 |
4.43
|
21 |
7.41
|
17 |
|
|
| Invesco India Equity & Bond Fund |
1.32
|
17 |
3.47
|
16 |
5.51
|
14 |
5.98
|
21 |
10.92
|
20 |
| Jm Equity Hybrid Fund |
2.69
|
1 |
5.51
|
1 |
8.03
|
1 |
10.99
|
7 |
15.25
|
8 |
| Kotak Equity Hybrid Fund |
1.50
|
13 |
3.56
|
15 |
5.45
|
15 |
10.46
|
9 |
17.93
|
3 |
| Mahindra Hybrid Equity Nivesh Yojana |
1.83
|
7 |
3.69
|
13 |
6.07
|
8 |
11.29
|
6 |
|
|
| Nippon India Equity Hybrid Fund |
1.93
|
4 |
5.11
|
2 |
6.72
|
7 |
10.76
|
8 |
8.35
|
23 |
| Pgim India Hybrid Equity Fund |
1.19
|
19 |
3.70
|
12 |
6.88
|
6 |
5.33
|
23 |
10.60
|
21 |
| Quant Absolute Fund |
1.40
|
15 |
4.84
|
5 |
3.70
|
24 |
13.88
|
2 |
28.88
|
1 |
| Sbi Equity Hybrid Fund |
1.18
|
20 |
2.95
|
23 |
3.35
|
26 |
7.72
|
16 |
15.19
|
9 |
| Tata Hybrid Equity Fund |
1.17
|
21 |
4.00
|
9 |
5.75
|
11 |
10.23
|
10 |
13.96
|
15 |
| Uti Hybrid Equity Fund |
1.99
|
3 |
3.97
|
10 |
7.30
|
3 |
12.32
|
4 |
15.51
|
7 |
| Lic Mf Equity Hybrid Fund |
1.08
|
24 |
2.66
|
25 |
4.76
|
20 |
5.15
|
24 |
10.21
|
22 |
| Mirae Asset Hybrid Equity Fund |
1.52
|
11 |
3.36
|
17 |
5.44
|
16 |
8.36
|
12 |
14.45
|
14 |
| Union Hybrid Equity Fund |
1.55
|
10 |
2.98
|
21 |
4.81
|
19 |
|
|
||
| Baroda Bnp Paribas Aggressive Hybrid Fund |
1.69
|
9 |
3.90
|
11 |
5.36
|
17 |
|
|
||
| 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 Equity Hybrid 95 Fund |
1.08
|
25 |
3.00
|
24 |
3.76
|
25 |
7.82
|
18 |
13.72
|
16 |
| Axis Equity Hybrid Fund |
0.85
|
26 |
2.00
|
27 |
3.52
|
27 |
6.09
|
25 |
16.05
|
12 |
| Franklin India Equity Hybrid Fund |
1.95
|
7 |
4.96
|
6 |
6.18
|
16 |
9.28
|
14 |
15.70
|
14 |
| Shriram Hybrid Equity Fund |
1.21
|
23 |
2.95
|
25 |
4.61
|
22 |
7.54
|
21 |
12.63
|
20 |
| Canara Robeco Equity Hybrid Fund |
1.42
|
17 |
3.62
|
18 |
5.88
|
18 |
9.27
|
15 |
17.03
|
5 |
| Dsp Equity & Bond Fund |
1.60
|
13 |
3.45
|
19 |
6.39
|
10 |
7.62
|
20 |
16.27
|
9 |
| Edelweiss Aggressive Hybrid Fund |
2.04
|
4 |
5.42
|
2 |
8.15
|
2 |
14.68
|
3 |
17.82
|
4 |
| Essel Equity Hybrid Fund |
1.87
|
8 |
4.15
|
12 |
6.86
|
9 |
10.40
|
11 |
13.01
|
18 |
| Hdfc Hybrid Equity Fund |
1.48
|
15 |
4.90
|
7 |
7.38
|
6 |
12.88
|
6 |
16.50
|
6 |
| Icici Prudential Equity & Debt Fund |
2.04
|
2 |
5.11
|
5 |
7.69
|
4 |
18.24
|
1 |
20.90
|
2 |
| Idbi Hybrid Equity Fund |
0.80
|
27 |
3.13
|
22 |
4.38
|
24 |
6.95
|
23 |
13.22
|
17 |
| Idfc Hybrid Equity Fund |
1.31
|
19 |
3.38
|
20 |
6.32
|
12 |
10.21
|
12 |
16.25
|
10 |
| Indiabulls Equity Hybrid Fund |
1.25
|
21 |
4.31
|
9 |
5.18
|
21 |
9.19
|
16 |
|
|
| Invesco India Equity & Bond Fund |
1.46
|
16 |
3.91
|
16 |
6.39
|
11 |
7.72
|
19 |
12.65
|
19 |
| Jm Equity Hybrid Fund |
2.79
|
1 |
5.78
|
1 |
8.59
|
1 |
12.01
|
8 |
16.38
|
7 |
| Kotak Equity Hybrid Fund |
1.61
|
12 |
3.93
|
15 |
6.18
|
15 |
12.03
|
7 |
19.50
|
3 |
| Mahindra Hybrid Equity Nivesh Yojana |
1.97
|
6 |
4.20
|
11 |
7.05
|
8 |
13.50
|
4 |
|
|
| Nippon India Equity Hybrid Fund |
2.00
|
5 |
5.31
|
3 |
7.13
|
7 |
11.61
|
9 |
9.21
|
23 |
| Pgim India Hybrid Equity Fund |
1.32
|
18 |
4.15
|
13 |
7.76
|
3 |
7.06
|
22 |
12.42
|
21 |
| Quant Absolute Fund |
1.54
|
14 |
5.27
|
4 |
4.50
|
23 |
15.31
|
2 |
29.92
|
1 |
| Sbi Equity Hybrid Fund |
1.24
|
22 |
3.13
|
23 |
3.70
|
26 |
8.48
|
17 |
15.97
|
13 |
| Tata Hybrid Equity Fund |
1.25
|
20 |
4.25
|
10 |
6.26
|
14 |
11.28
|
10 |
15.13
|
15 |
| Uti Hybrid Equity Fund |
2.04
|
3 |
4.13
|
14 |
7.63
|
5 |
13.02
|
5 |
16.33
|
8 |
| Lic Mf Equity Hybrid Fund |
1.17
|
24 |
2.93
|
26 |
5.31
|
20 |
6.45
|
24 |
11.47
|
22 |
| Mirae Asset Hybrid Equity Fund |
1.64
|
11 |
3.73
|
17 |
6.16
|
17 |
9.91
|
13 |
16.13
|
11 |
| Union Hybrid Equity Fund |
1.66
|
10 |
3.25
|
21 |
5.32
|
19 |
|
|
||
| Baroda Bnp Paribas Aggressive Hybrid Fund |
1.83
|
9 |
4.32
|
8 |
6.27
|
13 |
|
|
||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
-10.10
|
11 |
-10.66
|
19 |
-4.90
|
22 |
11.06
|
13 |
7.63
|
17 |
| Baroda Bnp Paribas Aggressive Hybrid Fund |
|
|
|
|
|
|||||
| Canara Robeco Equity Hybrid Fund |
-9.06
|
4 |
-9.11
|
13 |
-3.96
|
14 |
10.14
|
5 |
6.91
|
3 |
| Dsp Equity & Bond Fund |
-11.09
|
18 |
-13.38
|
23 |
-5.05
|
23 |
11.49
|
21 |
7.58
|
16 |
| Edelweiss Aggressive Hybrid Fund |
-9.48
|
5 |
-6.93
|
5 |
-2.96
|
5 |
10.35
|
6 |
6.82
|
2 |
| Navi Equity Hybrid Fund |
-11.21
|
20 |
-8.83
|
11 |
-4.17
|
16 |
9.78
|
2 |
6.97
|
6 |
| Franklin India Equity Hybrid Fund |
-10.07
|
10 |
-9.21
|
14 |
-4.47
|
20 |
11.19
|
17 |
7.37
|
12 |
| Hdfc Hybrid Equity Fund |
-9.92
|
9 |
-6.71
|
4 |
-2.58
|
2 |
11.43
|
20 |
7.46
|
13 |
| Icici Prudential Equity & Debt Fund |
-8.42
|
1 |
-5.01
|
1 |
-2.85
|
4 |
13.29
|
23 |
8.33
|
23 |
| Idbi Hybrid Equity Fund |
-10.37
|
14 |
-11.53
|
22 |
-6.40
|
25 |
10.12
|
4 |
7.12
|
10 |
| Idfc Hybrid Equity Fund |
-11.11
|
19 |
-10.80
|
20 |
-4.81
|
21 |
11.08
|
15 |
7.88
|
20 |
| Indiabulls Equity Hybrid Fund |
-12.18
|
23 |
-10.35
|
17 |
-4.17
|
15 |
11.42
|
19 |
7.85
|
19 |
| Invesco India Equity & Bond Fund |
-10.71
|
17 |
-11.02
|
21 |
-3.79
|
11 |
9.68
|
1 |
6.96
|
4 |
| Jm Equity Hybrid Fund |
-10.38
|
15 |
-10.03
|
15 |
-4.22
|
17 |
16.69
|
25 |
8.93
|
24 |
| Kotak Equity Hybrid Fund |
-8.94
|
3 |
-6.42
|
3 |
-3.25
|
6 |
9.95
|
3 |
6.69
|
1 |
| Lic Mf Equity Hybrid Fund |
-10.68
|
16 |
-10.47
|
18 |
-3.79
|
12 |
10.36
|
7 |
6.97
|
7 |
| Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
-11.25
|
21 |
-8.95
|
12 |
-3.40
|
7 |
11.35
|
18 |
7.95
|
21 |
| Mirae Asset Hybrid Equity Fund |
-9.84
|
8 |
-8.77
|
10 |
-3.55
|
9 |
10.50
|
9 |
7.11
|
9 |
| Quant Absolute Fund |
-13.27
|
25 |
-10.04
|
16 |
-4.42
|
19 |
13.86
|
24 |
9.47
|
25 |
| Nippon India Equity Hybrid Fund |
-10.21
|
12 |
-6.97
|
6 |
-2.57
|
1 |
11.14
|
16 |
7.50
|
15 |
| Sbi Equity Hybrid Fund |
-9.66
|
7 |
-7.92
|
8 |
-3.85
|
13 |
10.86
|
11 |
7.09
|
8 |
| Shriram Hybrid Equity Fund |
-10.26
|
13 |
-8.57
|
9 |
-3.51
|
8 |
10.49
|
8 |
6.96
|
5 |
| Tata Hybrid Equity Fund |
-8.69
|
2 |
-6.39
|
2 |
-2.78
|
3 |
11.00
|
12 |
7.20
|
11 |
| Uti Hybrid Equity Fund |
-9.59
|
6 |
-7.25
|
7 |
-3.77
|
10 |
11.06
|
14 |
7.48
|
14 |
| Pgim India Hybrid Equity Fund |
-12.35
|
24 |
-14.96
|
25 |
-5.66
|
24 |
10.71
|
10 |
7.71
|
18 |
| Axis Equity Hybrid Fund |
-11.62
|
22 |
-13.58
|
24 |
-4.40
|
18 |
12.08
|
22 |
8.21
|
22 |
| 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 | Value | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Equity Hybrid 95 Fund |
1.07
|
14 |
0.58
|
15 |
0.95
|
16 |
0.44
|
1.78
|
10 | 0.99 | 8 |
0.85
|
12 |
0.12
|
10 |
17.52
|
10 |
0.70
|
8 |
| Baroda Bnp Paribas Aggressive Hybrid Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Canara Robeco Equity Hybrid Fund |
1.03
|
15 |
0.59
|
14 |
0.95
|
15 |
0.38
|
0.75
|
12 | 0.96 | 13 |
0.93
|
2 |
0.11
|
12 |
17.67
|
9 |
0.29
|
9 |
| Dsp Equity & Bond Fund |
0.92
|
18 |
0.53
|
17 |
0.78
|
20 |
0.41
|
1.03
|
11 | 0.95 | 14 |
0.82
|
15 |
0.11
|
11 |
15.76
|
16 |
-3.32
|
18 |
| Edelweiss Aggressive Hybrid Fund |
1.40
|
5 |
0.90
|
5 |
1.33
|
8 |
0.42
|
5.58
|
4 | 0.93 | 16 |
0.89
|
9 |
0.16
|
4 |
21.44
|
3 |
3.82
|
4 |
| Navi Equity Hybrid Fund |
0.95
|
16 |
0.49
|
18 |
0.90
|
17 |
0.37
|
-0.59
|
16 | 0.97 | 12 |
0.90
|
7 |
0.10
|
16 |
17.08
|
12 |
-0.59
|
11 |
| Franklin India Equity Hybrid Fund |
1.14
|
11 |
0.68
|
12 |
1.08
|
11 |
0.43
|
2.91
|
7 | 0.98 | 10 |
0.86
|
11 |
0.13
|
8 |
18.24
|
8 |
-0.39
|
10 |
| Hdfc Hybrid Equity Fund |
1.36
|
6 |
0.88
|
6 |
1.42
|
5 |
0.39
|
|
|
|
|
|
|||||||
| Icici Prudential Equity & Debt Fund |
1.50
|
3 |
1.05
|
2 |
1.89
|
1 |
0.41
|
10.07
|
2 | 1.01 | 6 |
0.63
|
18 |
0.20
|
1 |
21.06
|
4 |
6.31
|
3 |
| Idbi Hybrid Equity Fund |
0.77
|
22 |
0.40
|
22 |
0.71
|
22 |
0.38
|
-2.31
|
18 | 0.97 | 11 |
0.93
|
3 |
0.08
|
18 |
14.92
|
18 |
-2.13
|
15 |
| Idfc Hybrid Equity Fund |
1.25
|
9 |
0.68
|
11 |
1.05
|
12 |
0.38
|
|
|
|
|
|
|||||||
| Indiabulls Equity Hybrid Fund |
0.90
|
19 |
0.49
|
19 |
0.88
|
18 |
0.41
|
-0.92
|
17 | 1.04 | 5 |
0.91
|
5 |
0.10
|
15 |
15.56
|
17 |
-2.03
|
14 |
| Invesco India Equity & Bond Fund |
0.88
|
21 |
0.45
|
21 |
0.77
|
21 |
0.39
|
-0.38
|
15 | 0.91 | 18 |
0.81
|
16 |
0.09
|
17 |
16.34
|
13 |
-2.67
|
16 |
| Jm Equity Hybrid Fund |
1.23
|
10 |
1.04
|
3 |
1.44
|
3 |
0.47
|
3.60
|
6 | 1.41 | 1 |
0.57
|
20 |
0.15
|
6 |
17.23
|
11 |
11.06
|
2 |
| Kotak Equity Hybrid Fund |
1.55
|
2 |
0.98
|
4 |
1.43
|
4 |
0.40
|
|
|
|
|
|
|||||||
| Lic Mf Equity Hybrid Fund |
0.61
|
25 |
0.33
|
25 |
0.68
|
25 |
0.40
|
-2.91
|
19 | 0.92 | 17 |
0.83
|
14 |
0.07
|
20 |
13.16
|
20 |
-3.60
|
19 |
| Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana |
1.27
|
8 |
0.71
|
9 |
1.18
|
10 |
0.36
|
2.33
|
8 | 1.11 | 3 |
0.93
|
4 |
0.13
|
9 |
19.45
|
7 |
3.79
|
5 |
| Mirae Asset Hybrid Equity Fund |
1.07
|
13 |
0.62
|
13 |
1.01
|
13 |
0.39
|
|
|
|
|
|
|||||||
| Quant Absolute Fund |
1.75
|
1 |
1.10
|
1 |
1.65
|
2 |
0.39
|
10.26
|
1 | 1.26 | 2 |
0.57
|
19 |
0.19
|
2 |
23.54
|
2 |
15.82
|
1 |
| Nippon India Equity Hybrid Fund |
1.31
|
7 |
0.79
|
8 |
1.33
|
7 |
0.39
|
4.53
|
5 | 1.00 | 7 |
0.84
|
13 |
0.15
|
5 |
20.04
|
6 |
3.73
|
6 |
| Sbi Equity Hybrid Fund |
0.93
|
17 |
0.55
|
16 |
0.99
|
14 |
0.42
|
-0.07
|
13 | 0.98 | 9 |
0.93
|
1 |
0.10
|
13 |
16.15
|
14 |
-2.94
|
17 |
| Shriram Hybrid Equity Fund |
0.67
|
24 |
0.37
|
24 |
0.79
|
19 |
0.37
|
|
|
|
|
|
|||||||
| Tata Hybrid Equity Fund |
1.14
|
12 |
0.70
|
10 |
1.25
|
9 |
0.41
|
2.16
|
9 | 0.90 | 20 |
0.90
|
6 |
0.14
|
7 |
20.80
|
5 |
-1.25
|
13 |
| Uti Hybrid Equity Fund |
1.43
|
4 |
0.88
|
7 |
1.39
|
6 |
0.41
|
5.62
|
3 | 0.90 | 19 |
0.87
|
10 |
0.18
|
3 |
24.21
|
1 |
1.84
|
7 |
| Pgim India Hybrid Equity Fund |
0.89
|
20 |
0.45
|
20 |
0.69
|
23 |
0.41
|
-0.07
|
14 | 0.95 | 15 |
0.73
|
17 |
0.10
|
14 |
15.82
|
15 |
-0.70
|
12 |
| Axis Equity Hybrid Fund |
0.70
|
23 |
0.38
|
23 |
0.69
|
24 |
0.39
|
-3.70
|
20 | 1.10 | 4 |
0.89
|
8 |
0.08
|
19 |
13.25
|
19 |
-3.77
|
20 |
| Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
| Regular Plan Value of 1000 Rupee | ||||||||
| Direct Plan Value of 1000 Rupee |
| Fund Launch Date: 03/Oct/2016 |
| Fund Category: Aggressive Hybrid Fund |
| Investment Objective: The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized. |
| Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity related instruments |
| Fund Benchmark: CRISIL Hybrid 35+65-Aggressive Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
Small 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.