Equity: Large Cap - Risk Stats - Value Research Online
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Equity: Large Cap

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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Focused Equity Fund (Erstwhile Aditya Birla Sun Life Top 100)  | 3 Below Avg. 11.89 0.46 0.69 0.86 -3.54 0.80
Aditya Birla Sun Life Focused Equity Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Top 100)  | 3 Below Avg. 11.91 0.55 0.83 0.86 -2.46 0.80
Aditya Birla Sun Life Frontline Equity Fund  | 2 Avg. 11.84 0.41 0.64 0.89 -4.39 0.86
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan  | 3 Avg. 11.87 0.49 0.76 0.89 -3.48 0.86
Aditya Birla Sun Life Index Fund  | 3 Avg. 12.30 0.63 1.02 0.98 -2.50 0.98
Aditya Birla Sun Life Index Fund - Direct Plan  | 2 Above Avg. 12.31 0.65 1.05 0.98 -2.28 0.98
Aditya Birla Sun Life Nifty ETF Fund 0 - 12.27 0.72 1.14 0.98 -1.48 0.98
Aditya Birla Sun Life Nifty Next 50 ETF - Regular Plan 0 - - - - - - -
Aditya Birla Sun Life Sensex ETF 0 - 12.16 0.57 0.84 0.94 -2.96 0.92
Axis Bluechip Fund (Erstwhile Axis Equity)  | 5 Low 11.70 1.05 1.49 0.81 3.78 0.74
Axis Bluechip Fund - Direct Plan (Erstwhile Axis Equity)  | 5 Low 11.72 1.16 1.65 0.81 5.06 0.74
Axis Nifty 100 Index Fund - Direct Plan 0 - - - - - - -
Axis Nifty 100 Index Fund - Regular Plan 0 - - - - - - -
Axis Nifty ETF - Regular Plan 0 - - - - - - -
Baroda Large Cap Fund  | 2 Above Avg. 13.16 0.28 0.45 1.00 -6.70 0.88
Baroda Large Cap Fund - Direct Plan  | 2 Above Avg. 13.16 0.35 0.55 1.00 -5.89 0.88
BHARAT 22 ETF 0 - - - - - - -
BNP Paribas Large Cap Fund (Erstwhile BNP Paribas Equity)  | 4 Avg. 12.43 0.64 0.98 0.89 -1.31 0.78
BNP Paribas Large Cap Fund - Direct Plan (Erstwhile BNP Paribas Equity)  | 4 Avg. 12.44 0.75 1.14 0.89 -0.01 0.79
Canara Robeco Bluechip Equity Fund - Direct Plan (Erstwhile Canara Robeco Large Cap+ Regular)  | 5 Below Avg. 11.85 0.85 1.36 0.89 0.73 0.86
Canara Robeco Bluechip Equity Fund - Regular Plan (Erstwhile Canara Robeco Large Cap+ Regular)  | 4 Below Avg. 11.83 0.75 1.20 0.89 -0.41 0.86
DSP Equal Nifty 50 Fund - Direct Plan 0 - - - - - - -
DSP Equal Nifty 50 Fund - Regular Plan 0 - - - - - - -
DSP Nifty 50 Index Fund - Direct Plan 0 - - - - - - -
DSP Nifty 50 Index Fund - Regular Plan 0 - - - - - - -
DSP Nifty Next 50 Index Fund - Direct Plan 0 - - - - - - -
DSP Nifty Next 50 Index Fund - Regular Plan 0 - - - - - - -
DSP Top 100 Equity Fund - Direct Plan  | 1 High 15.11 0.42 0.71 1.09 -5.01 0.80
DSP Top 100 Equity Fund - Regular Plan  | 1 High 15.10 0.38 0.63 1.09 -5.70 0.79
Edelweiss ETF - Nifty 100 Quality 30 (Erstwhile Edelweiss ETF - Nifty Quality 30) 0 - 12.32 0.39 0.53 0.85 -4.13 0.73
Edelweiss Exchange Traded Fund-Nifty 50 0 - 12.45 0.76 1.22 1.00 -0.93 0.98
Edelweiss Large Cap Fund - Direct Plan (Erstwhile Edelweiss Large Cap Advantage Fund)  | 4 Avg. 12.80 0.70 1.02 0.99 -1.38 0.91
Edelweiss Large Cap Fund - Regular Plan (Erstwhile Edelweiss Large Cap Advantage Fund)  | 4 Avg. 12.78 0.62 0.91 0.98 -2.33 0.91
Essel Large Cap Equity Fund (Erstwhile Essel Equity)  | 3 Avg. 12.60 0.44 0.70 0.92 -4.15 0.83
Essel Large Cap Equity Fund - Direct Plan (Erstwhile Essel Equity)  | 4 Avg. 12.63 0.55 0.87 0.93 -2.76 0.83
Franklin India Bluechip Fund  | 1 Above Avg. 12.40 0.24 0.38 0.94 -6.86 0.88
Franklin India Bluechip Fund - Direct Plan  | 1 Above Avg. 12.41 0.31 0.50 0.94 -6.02 0.88
Franklin India Index Fund - NSE Nifty Plan  | 3 Avg. 12.19 0.63 1.01 0.97 -2.54 0.98
Franklin India Index Fund - NSE Nifty Plan - Direct Plan  | 2 Avg. 12.19 0.66 1.06 0.98 -2.11 0.98
HDFC Index Fund - Sensex Plan  | 4 Below Avg. 12.33 0.81 1.27 1.00 -0.44 1.00
HDFC Index Fund - Sensex Plan - Direct Plan  | 4 Below Avg. 12.34 0.82 1.29 1.00 -0.30 1.00
HDFC Index Fund Nifty 50 Plan (Erstwhile HDFC Index Nifty)  | 4 Avg. 12.33 0.70 1.13 0.99 -1.68 0.98
HDFC Index Fund Nifty 50 Plan - Direct Plan (Erstwhile HDFC Index Nifty)  | 3 Avg. 12.33 0.72 1.15 0.99 -1.50 0.98
HDFC Nifty 50 ETF (Erstwhile HDFC Nifty ETF) 0 - 12.37 0.73 1.17 0.99 -1.32 0.98
HDFC Sensex ETF 0 - 12.36 0.84 1.32 1.00 -0.02 1.00
HDFC Top 100 Fund (Erstwhile HDFC Top 200)  | 3 Above Avg. 14.27 0.45 0.77 1.05 -4.55 0.83
HDFC Top 100 Fund - Direct Plan (Erstwhile HDFC Top 200)  | 3 Above Avg. 14.28 0.50 0.85 1.05 -3.87 0.83
HSBC Large Cap Equity Fund (Erstwhile HSBC Equity)  | 3 Avg. 12.53 0.57 0.90 0.97 -2.96 0.92
HSBC Large Cap Equity Fund - Direct Plan (Erstwhile HSBC Equity)  | 3 Avg. 12.54 0.64 1.00 0.97 -2.19 0.92
ICICI Prudential BHARAT 22 FOF 0 - - - - - - -
ICICI Prudential BHARAT 22 FOF - Direct Plan 0 - - - - - - -
ICICI Prudential Bluechip Fund (Erstwhile ICICI Prudential Focused Bluechip Equity)  | 4 Below Avg. 11.30 0.57 0.88 0.85 -2.38 0.86
ICICI Prudential Bluechip Fund - Direct Plan (Erstwhile ICICI Prudential Focused Bluechip Equity)  | 4 Below Avg. 11.31 0.65 1.00 0.85 -1.50 0.86
ICICI Prudential Nifty 100 ETF (Erstwhile ICICI Prudential Nifty 100 iWIN ETF) 0 - 12.26 0.65 1.07 0.97 -2.14 0.96
ICICI Prudential Nifty ETF (Erstwhile ICICI Prudential Nifty iWIN ETF) 0 - 12.35 0.73 1.17 0.99 -1.36 0.98
ICICI Prudential Nifty Index Fund  | 3 Avg. 12.33 0.66 1.05 0.99 -2.22 0.98
ICICI Prudential Nifty Index Fund - Direct Plan  | 3 Avg. 12.33 0.69 1.10 0.99 -1.83 0.98
ICICI Prudential Nifty Low Vol 30 ETF (Erstwhile ICICI Prudential Nifty Low Vol 30 IWin ETF) 0 - - - - - - -
ICICI Prudential Nifty Next 50 ETF 0 - - - - - - -
ICICI Prudential Nifty Next 50 Index Fund  | 3 High 15.78 0.27 0.41 0.97 -5.94 0.58
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan  | 2 High 15.79 0.30 0.45 0.97 -5.54 0.58
ICICI Prudential NV20 ETF (Erstwhile ICICI Prudential NV20 iWIN ETF) 0 - 13.41 0.74 1.32 0.93 0.14 0.74
ICICI Prudential Sensex ETF (Erstwhile ICICI Prudential Sensex iWIN ETF) 0 - 12.12 0.84 1.32 0.98 -0.03 1.00
ICICI Prudential Sensex Index Fund 0 - - - - - - -
ICICI Prudential Sensex Index Fund - Direct Plan 0 - - - - - - -
IDBI Focused 30 Equity Fund - Direct Plan 0 - - - - - - -
IDBI Focused 30 Equity Fund - Regular Plan 0 - - - - - - -
IDBI India Top 100 Equity Fund  | 1 Above Avg. 12.95 0.34 0.49 0.93 -5.34 0.79
IDBI India Top 100 Equity Fund - Direct Plan  | 2 Above Avg. 13.00 0.47 0.68 0.93 -3.69 0.79
IDBI Nifty Index Fund  | 2 Above Avg. 12.30 0.60 0.96 0.98 -2.91 0.98
IDBI Nifty Index Fund - Direct Plan  | 2 Avg. 12.33 0.69 1.11 0.99 -1.81 0.98
IDBI Nifty Junior Index Fund  | 2 High 15.59 0.22 0.34 0.96 -6.55 0.58
IDBI Nifty Junior Index Fund - Direct Plan  | 2 High 15.65 0.29 0.44 0.96 -5.53 0.58
IDFC Large Cap Fund - Direct Plan (Erstwhile IDFC Equity Regular)  | 2 Below Avg. 12.21 0.58 0.80 0.94 -2.69 0.91
IDFC Large Cap Fund - Regular Plan (Erstwhile IDFC Equity Regular)  | 2 Avg. 12.20 0.51 0.70 0.94 -3.66 0.91
IDFC Nifty ETF 0 - 12.25 0.72 1.17 0.98 -1.40 0.98
IDFC Nifty Fund - Direct Plan  | 3 Avg. 12.22 0.72 1.16 0.98 -1.46 0.98
IDFC Nifty Fund - Regular Plan  | 3 Below Avg. 12.22 0.71 1.15 0.98 -1.57 0.98
IDFC Sensex ETF 0 - 12.25 0.84 1.31 0.99 -0.08 1.00
Indiabulls Bluechip Fund  | 4 Above Avg. 12.92 0.55 0.90 0.97 -3.00 0.86
Indiabulls Bluechip Fund - Direct Plan  | 4 Above Avg. 12.94 0.67 1.11 0.97 -1.44 0.86
Indiabulls Nifty 50 Exchange Traded Fund - Regular Plan 0 - - - - - - -
Invesco India Largecap Fund (Erstwhile Invesco India Business Leaders)  | 3 Below Avg. 11.48 0.49 0.71 0.89 -3.69 0.92
Invesco India Largecap Fund - Direct Plan (Erstwhile Invesco India Business Leaders)  | 4 Low 11.49 0.64 0.92 0.89 -1.99 0.92
Invesco India Nifty Exchange Traded Fund 0 - 12.36 0.73 1.17 0.99 -1.35 0.98
JM Core 11 Fund  | 4 High 17.27 0.49 0.68 1.08 -2.75 0.60
JM Core 11 Fund - Direct Plan  | 5 High 17.31 0.57 0.78 1.08 -1.46 0.60
JM Large Cap Fund (Erstwhile JM Equity)  | 1 Low 7.17 0.34 0.59 0.54 -3.16 0.86
JM Large Cap Fund - Direct Plan (Erstwhile JM Equity)  | 2 Low 7.18 0.48 0.84 0.54 -2.14 0.86
Kotak Bluechip Fund - Direct Plan (Erstwhile Kotak 50)  | 4 Avg. 12.43 0.62 0.90 0.96 -2.36 0.91
Kotak Bluechip Fund - Regular Plan (Erstwhile Kotak 50)  | 3 Avg. 12.41 0.52 0.76 0.95 -3.54 0.91
Kotak Nifty ETF Fund 0 - 12.37 0.72 1.16 0.99 -1.40 0.98
Kotak NV 20 ETF 0 - 13.62 0.75 1.33 0.95 0.34 0.74
Kotak Sensex ETF Fund 0 - 12.35 0.82 1.29 1.00 -0.26 1.00
L&T India Large Cap Fund  | 2 Above Avg. 12.63 0.47 0.85 0.94 -3.97 0.86
L&T India Large Cap Fund - Direct Plan  | 2 Above Avg. 12.64 0.53 0.96 0.95 -3.17 0.86
LIC MF Exchange Traded Fund - Nifty 100 0 - 12.52 0.66 1.08 0.99 -2.09 0.96
LIC MF Exchange Traded Fund - Nifty 50 0 - 12.36 0.73 1.17 0.99 -1.36 0.98
LIC MF Exchange Traded Fund - Sensex 0 - 12.36 0.84 1.32 1.00 -0.02 1.00
LIC MF Index-Nifty Plan  | 2 Above Avg. 12.41 0.62 0.99 0.99 -2.64 0.98
LIC MF Index-Nifty Plan - Direct Plan  | 2 Above Avg. 12.42 0.66 1.05 0.99 -2.19 0.98
LIC MF Index-Sensex Plan  | 3 Below Avg. 12.31 0.74 1.14 0.99 -1.35 1.00
LIC MF Index-Sensex Plan - Direct Plan  | 3 Avg. 12.32 0.77 1.19 0.99 -0.94 1.00
LIC MF Large Cap Fund (Erstwhile LIC MF Growth)  | 2 Avg. 12.42 0.55 0.80 0.92 -2.79 0.84
LIC MF Large Cap Fund - Direct Plan (Erstwhile LIC MF Growth)  | 3 Avg. 12.43 0.64 0.93 0.92 -1.70 0.84
Mahindra Pragati Bluechip Yojana - Direct Plan 0 - - - - - - -
Mahindra Pragati Bluechip Yojana - Regular Plan 0 - - - - - - -
Mirae Asset Large Cap Fund - Direct Plan (Erstwhile Mirae Asset India Equity Fund)  | 5 Low 12.21 0.82 1.28 0.94 0.12 0.91
Mirae Asset Large Cap Fund - Regular Plan (Erstwhile Mirae Asset India Equity Fund)  | 5 Low 12.20 0.74 1.17 0.94 -0.76 0.91
Mirae Asset Nifty 50 ETF - Regular Plan 0 - - - - - - -
Motilal Oswal Focused 25 Fund - Direct Plan (Erstwhile Motilal Oswal MOSt Focused 25)  | 5 Avg. 13.63 0.60 0.93 0.92 -1.44 0.70
Motilal Oswal Focused 25 Fund - Regular Plan (Erstwhile Motilal Oswal MOSt Focused 25)  | 4 Above Avg. 13.61 0.51 0.78 0.92 -2.73 0.70
Motilal Oswal M50 ETF Fund (Erstwhile Motilal Oswal MOSt Shares M50 ETF) 0 - 12.26 0.67 1.08 0.98 -2.02 0.98
Motilal Oswal Nifty 50 Index Fund - Direct Plan 0 - - - - - - -
Motilal Oswal Nifty 50 Index Fund - Regular Plan 0 - - - - - - -
Motilal Oswal Nifty Next 50 Index Fund - Direct Plan 0 - - - - - - -
Motilal Oswal Nifty Next 50 Index Fund - Regular Plan 0 - - - - - - -
Nippon India ETF Junior BeES 0 - 15.88 0.31 0.47 0.98 -5.36 0.58
Nippon India ETF Nifty 100 0 - 12.51 0.60 0.98 0.99 -2.83 0.96
Nippon India ETF Nifty BeES 0 - 12.36 0.73 1.17 0.99 -1.33 0.98
Nippon India ETF NV20 0 - 13.65 0.75 1.32 0.95 0.24 0.74
Nippon India ETF Sensex 0 - 12.36 0.84 1.32 1.00 -0.07 1.00
Nippon India ETF Sensex Next 50 - Regular Plan 0 - - - - - - -
Nippon India ETF Shariah BeES 0 - 11.61 0.38 0.75 0.68 -2.73 0.52
Nippon India Index Fund - Nifty Plan  | 3 Avg. 12.39 0.65 1.04 0.99 -2.37 0.98
Nippon India Index Fund - Nifty Plan - Direct Plan  | 3 Above Avg. 12.38 0.70 1.13 0.99 -1.66 0.98
Nippon India Index Fund - Sensex Plan  | 3 Below Avg. 12.29 0.75 1.18 0.99 -1.11 1.00
Nippon India Index Fund - Sensex Plan - Direct Plan  | 3 Below Avg. 12.30 0.81 1.27 0.99 -0.40 1.00
Nippon India Junior BeES FoF - Direct Plan 0 - - - - - - -
Nippon India Junior BeES FoF - Regular Plan 0 - - - - - - -
Nippon India Large Cap Fund  | 4 Above Avg. 14.05 0.54 0.87 1.02 -3.04 0.80
Nippon India Large Cap Fund - Direct Plan  | 4 Above Avg. 14.07 0.61 0.99 1.02 -2.04 0.80
PGIM India Large Cap Fund  | 2 Avg. 12.05 0.50 0.86 0.94 -3.83 0.94
PGIM India Large Cap Fund - Direct Plan  | 3 Avg. 12.08 0.62 1.07 0.94 -2.35 0.94
Principal Nifty 100 Equal Weight Fund (Erstwhile Principal Index - Nifty)  | 1 High 13.83 0.25 0.37 1.03 -7.31 0.84
Principal Nifty 100 Equal Weight Fund - Direct Plan (Erstwhile Principal Index - Nifty)  | 1 High 13.83 0.28 0.41 1.03 -6.93 0.84
Quant Focused Fund (Erstwhile Quant Leading Sectors Fund) 0 - 11.86 0.31 0.63 0.71 -3.78 0.55
Quant Focused Fund - Direct Plan (Erstwhile Quant Leading Sectors Fund) 0 - 11.83 0.36 0.73 0.71 -3.21 0.55
Quantum Nifty ETF 0 - 12.37 0.72 1.16 0.99 -1.45 0.98
SBI Bluechip Fund  | 4 Below Avg. 12.29 0.42 0.65 0.89 -4.12 0.80
SBI Bluechip Fund - Direct Plan  | 4 Below Avg. 12.29 0.50 0.78 0.89 -3.14 0.80
SBI ETF BSE 100 Fund 0 - 12.47 0.65 1.06 0.98 -2.12 0.95
SBI ETF Nifty 50 0 - 12.38 0.73 1.18 0.99 -1.30 0.98
SBI ETF Nifty Next 50 Fund 0 - 15.99 0.32 0.48 0.99 -5.28 0.59
SBI ETF Quality - Regular Plan 0 - - - - - - -
SBI ETF Sensex 0 - 12.38 0.84 1.32 1.00 -0.06 1.00
SBI ETF Sensex Next 50 - Regular Plan 0 - - - - - - -
SBI Nifty Index Fund  | 3 Avg. 12.38 0.67 1.07 0.99 -2.10 0.98
SBI Nifty Index Fund - Direct Plan  | 3 Avg. 12.38 0.70 1.13 0.99 -1.69 0.98
Sundaram Select Focus Fund - Direct Plan  | 4 Low 11.79 0.94 1.54 0.91 1.57 0.91
Sundaram Select Focus Fund - Regular Plan  | 4 Low 11.82 0.85 1.38 0.91 0.48 0.91
Sundaram Smart NIFTY 100 Equal Weight Fund - Direct Plan 0 - - - - - - -
Sundaram Smart NIFTY 100 Equal Weight Fund - Regular Plan 0 - - - - - - -
Tata Index Nifty Fund - Direct Plan  | 3 Avg. 12.28 0.71 1.15 0.98 -1.54 0.98
Tata Index Nifty Fund - Regular Plan  | 3 Avg. 12.27 0.68 1.10 0.98 -1.91 0.98
Tata Index Sensex Fund - Direct Plan  | 3 Below Avg. 12.19 0.83 1.29 0.98 -0.23 1.00
Tata Index Sensex Fund - Regular Plan  | 4 Below Avg. 12.18 0.80 1.25 0.98 -0.59 1.00
Tata Large Cap Fund - Direct Plan  | 3 Avg. 13.02 0.55 0.77 0.98 -3.14 0.88
Tata Large Cap Fund - Regular Plan  | 3 Above Avg. 13.01 0.44 0.62 0.98 -4.51 0.87
Tata Nifty Exchange Traded Fund - Regular Plan 0 - - - - - - -
Taurus Largecap Equity Fund - Direct Plan (Erstwhile Taurus Bonanza)  | 1 Above Avg. 11.93 0.23 0.39 0.89 -6.65 0.86
Taurus Largecap Equity Fund - Regular Plan (Erstwhile Taurus Bonanza)  | 1 Above Avg. 11.93 0.18 0.31 0.89 -7.20 0.86
Taurus Nifty Index Fund - Direct Plan 0 - 11.86 0.71 1.17 0.94 -1.41 0.97
Taurus Nifty Index Fund - Regular Plan 0 - 11.76 0.65 1.09 0.93 -2.16 0.97
Union Largecap Fund - Direct Plan (Erstwhile Union Focussed Largecap Fund) 0 - - - - - - -
Union Largecap Fund - Regular Plan (Erstwhile Union Focussed Largecap Fund) 0 - - - - - - -
UTI Mastershare Fund - Direct Plan  | 3 Below Avg. 11.73 0.57 0.92 0.91 -2.81 0.92
UTI Mastershare Fund - Regular Plan  | 3 Below Avg. 11.73 0.50 0.81 0.91 -3.61 0.92
UTI Nifty Exchange Traded Fund 0 - 12.38 0.73 1.18 0.99 -1.27 0.98
UTI Nifty Index Fund - Direct Plan  | 3 Avg. 12.31 0.72 1.15 0.98 -1.47 0.98
UTI Nifty Index Fund - Regular Plan  | 4 Below Avg. 12.31 0.71 1.14 0.98 -1.54 0.98
UTI Nifty Next 50 Exchange Traded Fund - Regular Plan 0 - - - - - - -
UTI Nifty Next 50 Index Fund - Direct Plan 0 - - - - - - -
UTI Nifty Next 50 Index Fund - Regular Plan 0 - - - - - - -
UTI S&P BSE Sensex Next 50 ETF - Regular Plan 0 - - - - - - -
UTI Sensex Exchange Traded Fund 0 - 12.38 0.84 1.32 1.00 -0.01 1.00
The Risk Measures have been calculated using calendar month returns for the last three years.