Historic Returns - Top Ranked Funds | Top Ranked Mut

Scheme Name Plan Category Name

Kotak India EQ Contra Fund - GrowthContra Fund Regular Contra Fund
Canara Robeco Equity Tax Saver - Regular Plan - GrowthELSS Regular ELSS
Mirae Asset Tax Saver Fund - Regular Plan - GrowthELSS Regular ELSS
Taurus Taxshield - GrowthELSS Regular ELSS
JM Core 11 Fund - GrowthFocused Fund Regular Focused Fund
Invesco India Growth Opportunities Fund - GrowthLarge & Mid Ca Regular Large & Mid Cap Fund
Mirae Asset Emerging Bluechip Fund - GrowthLarge & Mid Cap Fu Regular Large & Mid Cap Fund
HDFC Top 100 Fund - GrowthLarge Cap Fund Regular Large Cap Fund
Mirae Asset Large Cap Fund - Regular - GrowthLarge Cap Fund Regular Large Cap Fund
Reliance Large Cap Fund - GrowthLarge Cap Fund Regular Large Cap Fund
Axis Midcap Fund - GrowthMid Cap Fund Regular Mid Cap Fund
Invesco India Mid Cap Fund - GrowthMid Cap Fund Regular Mid Cap Fund
Canara Robeco Equity Diversified - Regular Plan - GrowthMulti CapRegular Multi Cap Fund
HDFC Equity Fund - GrowthMulti Cap Fund Regular Multi Cap Fund
Reliance Multicap Fund - GrowthMulti Cap Fund Regular Multi Cap Fund
DSP Natural Resources and New Energy Fund - Regular Plan - GrowRegular Sectoral/Thematic
Franklin Build India Fund - GrowthSectoral/Thematic Regular Sectoral/Thematic
LIC MF Infrastructure Fund - GrowthSectoral/Thematic Regular Sectoral/Thematic
Sundaram Rural and Consumption Fund - GrowthSectoral/ThematiRegular Sectoral/Thematic
HDFC Small Cap Fund - GrowthSmall Cap Fund Regular Small Cap Fund
ed Funds | Top Ranked Mutual Funds Tracker Tool - Moneycontrol.com
Crisil Rank AuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y 3Y
5 811.14 -1% 5% 5% 10% 2% 7% 12% 16%
5 982.77 -1% 7% 7% 13% 3% 12% 11% 15%
5 2,111.58 -1% 7% 6% 12% 3% 11% 11% 20%
5 66.95 -1% 5% 4% 9% 1% 4% 8% 14%
5 50.88 -1% 5% 3% 14% -1% 6% 8% 16%
5 1,433.61 0% 5% 4% 10% 0% 4% 10% 14%
5 7,616.50 -1% 7% 6% 13% 2% 11% 9% 19%
5 17,475.32 -1% 7% 8% 16% 2% 15% 10% 16%
5 13,064.85 0% 6% 6% 13% 3% 11% 11% 16%
5 12,771.59 -2% 5% 5% 12% 1% 11% 10% 16%
5 2,548.77 -1% 5% 3% 9% 1% 6% 12% 14%
5 415.06 -1% 5% 1% 7% -1% 2% 6% 12%
5 1,265.41 -1% 6% 6% 13% 2% 10% 10% 15%
5 23,230.66 -1% 7% 7% 15% 2% 14% 9% 15%
5 10,334.26 -2% 5% 4% 10% 1% 11% 9% 13%
5 403.39 -1% 0% 4% 9% -1% -4% 4% 18%
5 1,316.55 -2% 7% 7% 18% 3% 9% 7% 14%
5 57.53 -1% 8% 9% 16% 4% 6% 4% 10%
5 2,347.08 -1% 6% 1% 7% 0% -2% 3% 12%
5 8,402.65 -1% 4% -1% 6% -3% -5% 8% 17%
5Y 10Y
12% 13%
12% 14%
- -
11% 11%
13% 7%
13% 14%
21% -
10% 13%
15% 17%
13% 13%
14% -
14% 19%
11% 14%
10% 15%
11% 17%
13% 12%
17% -
6% 6%
15% 14%
16% 16%
SIP Returns - Top Ranked Funds | Top Ranked Mutual Funds Tracker Tool - Moneycontrol.com
Scheme Name Plan
Kotak India EQ Contra Fund - GrowthContra Fund Regular
Canara Robeco Equity Tax Saver - Regular Plan - GrowthELSS Regular
Mirae Asset Tax Saver Fund - Regular Plan - GrowthELSS Regular
Taurus Taxshield - GrowthELSS Regular
JM Core 11 Fund - GrowthFocused Fund Regular
Invesco India Growth Opportunities Fund - GrowthLarge & Mid Cap Fund Regular
Mirae Asset Emerging Bluechip Fund - GrowthLarge & Mid Cap Fund Regular
HDFC Top 100 Fund - GrowthLarge Cap Fund Regular
Mirae Asset Large Cap Fund - Regular - GrowthLarge Cap Fund Regular
Reliance Large Cap Fund - GrowthLarge Cap Fund Regular
Axis Midcap Fund - GrowthMid Cap Fund Regular
Invesco India Mid Cap Fund - GrowthMid Cap Fund Regular
Canara Robeco Equity Diversified - Regular Plan - GrowthMulti Cap Fund Regular
HDFC Equity Fund - GrowthMulti Cap Fund Regular
Reliance Multicap Fund - GrowthMulti Cap Fund Regular
DSP Natural Resources and New Energy Fund - Regular Plan - GrowthSectoral/Thematic Regular
Franklin Build India Fund - GrowthSectoral/Thematic Regular
LIC MF Infrastructure Fund - GrowthSectoral/Thematic Regular
Sundaram Rural and Consumption Fund - GrowthSectoral/Thematic Regular
HDFC Small Cap Fund - GrowthSmall Cap Fund Regular
Category Name Crisil Rank AuM (Cr) 1Y 2Y 3Y 5Y 10Y
Contra Fund 5 811.14 7% 11% 21% 37% 97%
ELSS 5 982.77 10% 14% 22% 35% 101%
ELSS 5 2111.58 9% 12% 24% - -
ELSS 5 66.95 5% 7% 18% 33% 85%
Focused Fund 5 50.88 8% 8% 18% 38% 91%
Large & Mid Cap Fund 5 1433.61 6% 8% 19% 35% 107%
Large & Mid Cap Fund 5 7616.50 10% 11% 22% 52% -
Large Cap Fund 5 17475.32 12% 14% 23% 37% 98%
Large Cap Fund 5 13064.85 10% 12% 22% 42% 136%
Large Cap Fund 5 12771.59 9% 12% 21% 37% 111%
Mid Cap Fund 5 2548.77 6% 10% 21% 35% -
Mid Cap Fund 5 415.06 3% 4% 12% 29% 138%
Multi Cap Fund 5 1265.41 9% 12% 22% 35% 94%
Multi Cap Fund 5 23230.66 11% 12% 21% 35% 103%
Multi Cap Fund 5 10334.26 9% 10% 18% 29% 108%
Sectoral/Thematic 5 403.39 2% -1% 8% 38% 97%
Sectoral/Thematic 5 1316.55 12% 11% 18% 38% -
Sectoral/Thematic 5 57.53 12% 7% 13% 20% 50%
Sectoral/Thematic 5 2347.08 4% 2% 9% 34% 110%
Small Cap Fund 5 8402.65 1% 2% 15% 39% 123%

30000 1 50.00% 15000 Mirae Asset Large Cap Fund - Regular - GrowthLarge Cap Fund
2 25.00% 7500 HDFC Small Cap Fund - GrowthSmall Cap Fund
3 25.00% 7500 HDFC Equity Fund - GrowthMulti Cap Fund
100.00%
 Volatility Volatility Risk Adjusted Return Risk Adjusted Return Risk Adjusted Return
Expense Ratio Standard Deviati Beta Sharpe Ratio Jension's Alpha Treynor's Ratio
2.64 11.73 0.92 0.80 2.67 0.10
2.27 13.15 0.99 1.00 4.81 0.13
2.23 12.59 0.96 0.67 1.52 0.09
2.45
2.9 17.84 1.11 0.58 1.36 0.09
2.18 12.93 1.00 0.64 0.93 0.08
2 14.45 0.76 0.89 8.54 0.17
1.85 13.67 1.03 0.71 2.04 0.09
1.78 12.37 0.96 0.82 3.20 0.11
1.94 13.02 0.98 0.79 3.05 0.11
2.28 13.66 0.73 0.64 5.17 0.12
2.7 15.09 0.81 0.47 2.57 0.09
2.53 12.50 0.95 0.76 2.62 0.10
1.79 14.84 1.08 0.67 1.87 0.09
2.04 14.17 0.99 0.58 0.94 0.08
2.49 16.61 - 0.79 - 0.14
2.22 15.32 1.05 0.61 1.87 0.09
2.48 15.23 1.04 0.37 -2.06 0.05
2.17 15.21 1.08 0.47 -0.58 0.07
2.02 15.55 0.99 0.77 4.77 0.12

egular - GrowthLarge Cap Fund

Small Cap Fund
ti Cap Fund
 Risk Ratios - Top Ranked Funds | Top Ranked Mutual Funds Tracker Tool - Moneycon
Scheme Name Plan Category Crisil RankCategory
Kotak India EQ Contra Fund - Growth Regular Contra Fun 5 Contra Fun
Mirae Asset Tax Saver Fund - Regular Plan - Growth Regular ELSS 5 ELSS
Taurus Taxshield - Growth Regular ELSS 5 ELSS

JM Core 11 Fund - Growth Regular Focused F 5 Focused F

Invesco India Growth Opportunities Fund - Growth Regular Large & Mi 5 Large & Mi
Mirae Asset Emerging Bluechip Fund - Growth Regular Large & Mi 5 Large & Mi
HDFC Top 100 Fund - Growth Regular Large Cap 5 Large Cap
Mirae Asset Large Cap Fund - Regular - Growth Regular Large Cap 5 Large Cap
Reliance Large Cap Fund - Growth Regular Large Cap 5 Large Cap
Axis Midcap Fund - Growth Regular Mid Cap F 5 Mid Cap F
Invesco India Mid Cap Fund - Growth Regular Mid Cap F 5 Mid Cap F
Canara Robeco Equity Diversified - Regular Plan - Growth Regular Multi Cap 5 Multi Cap
HDFC Equity Fund - Growth Regular Multi Cap 5 Multi Cap
Reliance Multicap Fund - Growth Regular Multi Cap 5 Multi Cap
DSP Natural Resources and New Energy Fund - Regular Plan - Growth Regular Sectoral/T 5 Sectoral/T
Franklin Build India Fund - Growth Regular Sectoral/T 5 Sectoral/T
LIC MF Infrastructure Fund - Growth Regular Sectoral/T 5 Sectoral/T
Sundaram Rural and Consumption Fund - Growth Regular Sectoral/T 5 Sectoral/T
HDFC Small Cap Fund - Growth Regular Small Cap 5 Small Cap
Tracker Tool - Moneycontrol.com
AuM (Cr) Standard DBeta Sharpe RatJension's Treynor's Ratio
811.14 11.73 0.92 0.80 2.67 0.10
2111.58 13.15 0.99 1.00 4.81 0.13
66.95 12.59 0.96 0.67 1.52 0.09

50.88 17.84 1.11 0.58 1.36 0.09

1433.61 12.93 1.00 0.64 0.93 0.08
7616.50 14.45 0.76 0.89 8.54 0.17
17475.32 13.67 1.03 0.71 2.04 0.09
13064.85 12.37 0.96 0.82 3.20 0.11
12771.59 13.02 0.98 0.79 3.05 0.11
2548.77 13.66 0.73 0.64 5.17 0.12
415.06 15.09 0.81 0.47 2.57 0.09
1265.41 12.50 0.95 0.76 2.62 0.10
23230.66 14.84 1.08 0.67 1.87 0.09
10334.26 14.17 0.99 0.58 0.94 0.08
403.39 16.61 - 0.79 - 0.14
1316.55 15.32 1.05 0.61 1.87 0.09
57.53 15.23 1.04 0.37 -2.06 0.05
2347.08 15.21 1.08 0.47 -0.58 0.07
8402.65 15.55 0.99 0.77 4.77 0.12