Best Conservative Equity Funds - Risk Stats - Value Research Online
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Best Conservative Equity Funds

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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 - Direct Plan (Erstwhile Aditya Birla Sun Life Top 100)  | 4 Below Avg. 12.19 0.23 0.35 0.86 -2.08 0.80
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan  | 4 Below Avg. 12.30 0.17 0.26 0.89 -3.05 0.86
Axis Bluechip Fund (Erstwhile Axis Equity)  | 5 Low 12.45 0.53 0.72 0.86 1.72 0.78
Axis Bluechip Fund - Direct Plan (Erstwhile Axis Equity)  | 5 Low 12.46 0.64 0.86 0.86 3.00 0.78
Canara Robeco Bluechip Equity Fund - Direct Plan (Erstwhile Canara Robeco Large Cap+ Regular)  | 4 Below Avg. 12.50 0.40 0.59 0.91 -0.22 0.86
Canara Robeco Bluechip Equity Fund - Regular Plan (Erstwhile Canara Robeco Large Cap+ Regular)  | 4 Below Avg. 12.48 0.31 0.46 0.91 -1.36 0.86
Canara Robeco Equity Hybrid Fund - Direct Plan (Erstwhile Canara Robeco Equity Debt Allocation Fund)  | 4 Below Avg. 9.21 0.43 0.63 0.80 0.95 0.84
Canara Robeco Equity Hybrid Fund - Regular Plan (Erstwhile Canara Robeco Equity Debt Allocation Fund)  | 4 Below Avg. 9.21 0.29 0.43 0.80 -0.31 0.84
DSP Equity & Bond Fund  | 4 Above Avg. 11.73 0.15 0.21 0.95 -1.85 0.72
Edelweiss Large Cap Fund - Direct Plan (Erstwhile Edelweiss Large Cap Advantage Fund)  | 4 Avg. 13.47 0.29 0.42 1.01 -1.90 0.91
Edelweiss Large Cap Fund - Regular Plan (Erstwhile Edelweiss Large Cap Advantage Fund)  | 4 Avg. 13.44 0.22 0.33 1.00 -2.78 0.91
Franklin India Equity Hybrid Fund - Direct Plan (Erstwhile Franklin India Balanced)  | 4 Low 8.46 0.13 0.20 0.74 -1.67 0.84
HDFC Children's Gift Fund  | 4 Below Avg. 9.92 0.26 0.44 0.85 -0.66 0.82
HDFC Children's Gift Fund - Direct Plan  | 4 Below Avg. 9.94 0.36 0.60 0.85 0.31 0.82
HDFC Hybrid Equity Fund (Erstwhile HDFC Premier Multi-Cap)  | 4 Below Avg. 9.77 0.27 0.45 0.84 -0.57 0.82
HDFC Hybrid Equity Fund - Direct Plan (Erstwhile HDFC Premier Multi-Cap)  | 4 Below Avg. 9.79 0.38 0.64 0.84 0.49 0.82
HDFC Index Fund - Sensex Plan  | 4 Below Avg. 12.70 0.42 0.67 0.99 -0.41 1.00
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan  | 5 Below Avg. 10.49 0.51 0.86 0.88 2.01 0.77
HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan  | 5 Avg. 10.46 0.36 0.61 0.87 0.45 0.77
HDFC Top 100 Fund (Erstwhile HDFC Top 200)  | 4 Above Avg. 14.23 0.33 0.58 1.02 -1.12 0.83
HDFC Top 100 Fund - Direct Plan (Erstwhile HDFC Top 200)  | 4 Above Avg. 14.25 0.38 0.67 1.02 -0.41 0.83
ICICI Prudential Bluechip Fund (Erstwhile ICICI Prudential Focused Bluechip Equity)  | 5 Low 11.37 0.27 0.44 0.83 -1.68 0.87
ICICI Prudential Bluechip Fund - Direct Plan (Erstwhile ICICI Prudential Focused Bluechip Equity)  | 5 Low 11.39 0.35 0.57 0.83 -0.77 0.87
ICICI Prudential Equity & Debt Fund (Erstwhile ICICI Prudential Balanced)  | 4 Low 8.76 0.35 0.64 0.73 0.35 0.76
ICICI Prudential Equity & Debt Fund - Direct Plan (Erstwhile ICICI Prudential Balanced)  | 5 Low 8.79 0.49 0.89 0.73 1.56 0.76
Indiabulls Bluechip Fund - Direct Plan  | 4 Above Avg. 13.53 0.37 0.61 0.97 -0.51 0.84
Invesco India Largecap Fund - Direct Plan (Erstwhile Invesco India Business Leaders)  | 5 Low 12.13 0.27 0.41 0.91 -1.92 0.92
JM Core 11 Fund  | 4 High 17.83 0.15 0.21 1.11 -3.66 0.63
JM Core 11 Fund - Direct Plan  | 5 High 17.87 0.22 0.31 1.11 -2.38 0.63
Kotak Bluechip Fund - Direct Plan (Erstwhile Kotak 50)  | 4 Avg. 12.55 0.18 0.28 0.94 -3.12 0.92
Mirae Asset Hybrid Equity Fund - Direct Plan (Erstwhile Mirae Asset Prudence Fund)  | 5 Below Avg. 9.52 0.60 0.96 0.88 2.40 0.94
Mirae Asset Hybrid Equity Fund - Regular Plan (Erstwhile Mirae Asset Prudence Fund)  | 5 Below Avg. 9.49 0.41 0.66 0.87 0.61 0.94
Mirae Asset Large Cap Fund - Direct Plan (Erstwhile Mirae Asset India Equity Fund)  | 5 Low 12.61 0.50 0.78 0.94 0.91 0.90
Mirae Asset Large Cap Fund - Regular Plan (Erstwhile Mirae Asset India Equity Fund)  | 5 Low 12.60 0.43 0.67 0.94 0.07 0.90
Motilal Oswal Focused 25 Fund - Direct Plan (Erstwhile Motilal Oswal MOSt Focused 25)  | 4 Avg. 13.46 0.25 0.38 0.90 -1.80 0.72
Motilal Oswal Focused 25 Fund - Regular Plan (Erstwhile Motilal Oswal MOSt Focused 25)  | 4 Above Avg. 13.44 0.15 0.23 0.90 -3.11 0.72
Principal Hybrid Equity Fund (Erstwhile Principal Balanced)  | 5 Avg. 10.34 0.38 0.69 0.85 0.68 0.74
Principal Hybrid Equity Fund - Direct Plan (Erstwhile Principal Balanced)  | 4 Avg. 10.36 0.49 0.90 0.85 1.88 0.75
Reliance Large Cap Fund (Erstwhile Reliance Top 200)  | 5 Above Avg. 13.72 0.34 0.54 0.98 -0.96 0.83
Reliance Large Cap Fund - Direct Plan (Erstwhile Reliance Top 200)  | 5 Avg. 13.73 0.42 0.67 0.98 0.08 0.83
SBI Bluechip Fund  | 4 Below Avg. 12.47 0.08 0.12 0.88 -4.07 0.81
SBI Bluechip Fund - Direct Plan  | 4 Below Avg. 12.48 0.16 0.24 0.88 -3.06 0.81
SBI Equity Hybrid Fund (Erstwhile SBI Magnum Balanced)  | 4 Below Avg. 9.45 0.33 0.55 0.79 0.14 0.78
SBI Equity Hybrid Fund - Direct Plan (Erstwhile SBI Magnum Balanced)  | 4 Below Avg. 9.47 0.43 0.72 0.80 1.11 0.78
Sundaram Select Focus Fund - Direct Plan  | 4 Below Avg. 12.33 0.50 0.83 0.92 0.92 0.92
Sundaram Select Focus Fund - Regular Plan  | 4 Below Avg. 12.33 0.42 0.69 0.92 -0.10 0.91
Tata Retirement Savings Fund - Moderate Plan - Direct Plan  | 5 Avg. 12.57 0.32 0.44 1.00 0.31 0.69
Tata Retirement Savings Fund - Moderate Plan - Regular Plan  | 5 Avg. 12.55 0.23 0.31 1.00 -0.92 0.69
The Risk Measures have been calculated using calendar month returns for the last three years.