Equity: Large & MidCap - Risk Stats - Value Research Online
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Equity: Large & MidCap

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Closed-end
Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 3 High 15.72 -0.02 -0.02 1.12 -4.44 0.88
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 3 High 15.70 -0.09 -0.13 1.12 -5.57 0.88
Axis Growth Opportunities Fund - Direct Plan 0 - - - - - - -
Axis Growth Opportunities Fund - Regular Plan 0 - - - - - - -
BOI AXA Large & Mid Cap Equity Fund - Direct Plan (Erstwhile BOI AXA Equity)  | 1 Above Avg. 16.40 -0.03 -0.03 1.15 -4.67 0.85
BOI AXA Large & Mid Cap Equity Fund - Eco Plan (Erstwhile BOI AXA Equity)  | 2 Above Avg. 16.38 -0.05 -0.06 1.15 -5.10 0.85
BOI AXA Large & Mid Cap Equity Fund - Regular Plan (Erstwhile BOI AXA Equity)  | 1 Above Avg. 16.37 -0.10 -0.11 1.15 -5.87 0.85
Canara Robeco Emerging Equities Fund - Direct Plan  | 5 Above Avg. 16.12 0.34 0.48 1.12 1.25 0.84
Canara Robeco Emerging Equities Fund - Regular Plan  | 5 Avg. 16.09 0.26 0.37 1.12 0.01 0.84
DSP Equity Opportunities Fund  | 3 Avg. 14.32 0.14 0.25 1.03 -1.83 0.90
DSP Equity Opportunities Fund - Direct Plan  | 3 Avg. 14.34 0.21 0.38 1.04 -0.76 0.90
Edelweiss Large & Mid Cap Fund - Direct Plan (Erstwhile Edelweiss Equity Opportunities Fund)  | 3 Avg. 13.41 0.24 0.36 1.00 -0.46 0.95
Edelweiss Large & Mid Cap Fund Regular Plan (Erstwhile Edelweiss Equity Opportunities Fund)  | 3 Avg. 13.42 0.16 0.25 1.00 -1.48 0.95
Essel Large & Midcap Fund (Erstwhile Essel Midcap Fund) 0 - 14.35 0.19 0.28 0.94 -0.82 0.74
Essel Large & Midcap Fund - Direct Plan (Erstwhile Essel Midcap Fund) 0 - 14.37 0.31 0.46 0.94 0.93 0.74
Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap)  | 3 Below Avg. 12.84 -0.07 -0.10 0.94 -4.35 0.92
Franklin India Equity Advantage Fund - Direct Plan (Erstwhile Franklin India Flexi Cap)  | 2 Below Avg. 12.85 -0.01 -0.01 0.94 -3.58 0.92
HDFC Growth Opportunities Fund - Direct Plan (Erstwhile HDFC Large Cap Fund)  | 2 Above Avg. 13.94 0.06 0.11 0.99 -2.79 0.86
HDFC Growth Opportunities Fund - Regular Plan (Erstwhile HDFC Large Cap Fund)  | 2 Above Avg. 13.94 0.05 0.09 0.99 -2.91 0.86
HSBC Large and Mid Cap Equity Fund - Direct Plan 0 - - - - - - -
HSBC Large and Mid Cap Equity Fund - Regular Plan 0 - - - - - - -
ICICI Prudential Large & Mid Cap Fund (Erstwhile ICICI Prudential Top 100)  | 3 Below Avg. 11.99 0.06 0.10 0.85 -2.39 0.86
ICICI Prudential Large & Mid Cap Fund - Direct Plan (Erstwhile ICICI Prudential Top 100)  | 3 Below Avg. 12.01 0.16 0.26 0.85 -1.25 0.86
ICICI Prudential Midcap Select ETF (Erstwhile ICICI Prudential Midcap Select iWIN ETF) 0 - 16.89 -0.07 -0.11 1.09 -5.27 0.72
IDFC Core Equity Fund - Direct Plan (Erstwhile IDFC Classic Equity Regular)  | 3 Avg. 13.50 0.24 0.38 0.99 -0.51 0.94
IDFC Core Equity Fund - Regular Plan (Erstwhile IDFC Classic Equity Regular)  | 3 Avg. 13.47 0.12 0.20 0.99 -2.02 0.94
Invesco India Growth Opportunities Fund (Erstwhile Invesco India Growth)  | 4 Below Avg. 13.36 0.30 0.45 1.00 0.27 0.96
Invesco India Growth Opportunities Fund - Direct Plan (Erstwhile Invesco India Growth)  | 4 Low 13.38 0.41 0.62 1.00 1.80 0.96
Kotak Equity Opportunities Fund - Direct Plan (Erstwhile Kotak Opportunities)  | 4 Below Avg. 12.90 0.30 0.50 0.95 0.36 0.94
Kotak Equity Opportunities Fund - Regular Plan (Erstwhile Kotak Opportunities)  | 4 Below Avg. 12.88 0.20 0.34 0.95 -0.89 0.94
L&T Large and Midcap Fund (Erstwhile L&T India Special Situations)  | 2 Above Avg. 14.67 0.05 0.08 1.05 -3.08 0.88
L&T Large and Midcap Fund - Direct Plan (Erstwhile L&T India Special Situations)  | 2 Above Avg. 14.68 0.11 0.17 1.05 -2.27 0.88
LIC MF Large & Mid Cap Fund - Direct Plan (Erstwhile LIC MF Midcap Fund)  | 4 Avg. 14.74 0.40 0.58 1.00 2.15 0.79
LIC MF Large & Mid Cap Fund - Regular Plan (Erstwhile LIC MF Midcap Fund)  | 4 Avg. 14.72 0.30 0.43 1.00 0.69 0.79
Mirae Asset Emerging Bluechip Fund - Direct Plan  | 5 Below Avg. 14.73 0.55 0.87 1.03 4.29 0.85
Mirae Asset Emerging Bluechip Fund - Regular Plan  | 5 Low 14.69 0.50 0.78 1.03 3.49 0.85
Principal Emerging Bluechip Fund  | 4 Above Avg. 15.70 0.13 0.20 1.11 -2.02 0.87
Principal Emerging Bluechip Fund - Direct Plan  | 4 Above Avg. 15.70 0.21 0.31 1.11 -0.90 0.87
Quant Large and Mid Cap Fund (Erstwhile Quant High Yield Equity Fund) 0 - 12.05 -0.04 -0.07 0.79 -3.38 0.75
Quant Large and Mid Cap Fund - Direct Plan (Erstwhile Quant High Yield Equity Fund) 0 - 12.05 -0.02 -0.03 0.79 -3.14 0.75
Reliance Vision Fund  | 1 High 15.36 -0.11 -0.15 1.06 -5.57 0.82
Reliance Vision Fund - Direct Plan  | 1 High 15.37 -0.07 -0.09 1.06 -4.92 0.82
SBI Large & Midcap Fund (Erstwhile SBI Magnum Multiplier Fund)  | 3 Avg. 13.14 0.15 0.24 0.95 -1.52 0.90
SBI Large & Midcap Fund - Direct Plan (Erstwhile SBI Magnum Multiplier Fund)  | 3 Avg. 13.14 0.20 0.32 0.95 -0.86 0.90
Sundaram Large and Mid Cap Fund (Erstwhile Sundaram Equity Multiplier)  | 4 Low 13.57 0.36 0.49 0.99 1.25 0.91
Sundaram Large and Mid Cap Fund - Direct Plan (Erstwhile Sundaram Equity Multiplier)  | 4 Low 13.58 0.43 0.59 0.99 2.16 0.91
Tata Large & Mid Cap Fund - Direct Plan (Erstwhile Tata Ind Tax Shield-Plan B (Renamed))  | 3 Avg. 12.89 0.28 0.43 0.91 0.19 0.86
Tata Large & Mid Cap Fund - Regular Plan (Erstwhile Tata Ind Tax Shield-Plan B (Renamed))  | 3 Avg. 12.88 0.16 0.25 0.91 -1.27 0.86
UTI Core Equity Fund - Direct Plan (Erstwhile UTI Master Growth (Renamed))  | 2 Avg. 13.13 -0.02 -0.03 0.96 -3.85 0.92
UTI Core Equity Fund - Regular Plan (Erstwhile UTI Master Growth (Renamed))  | 2 Avg. 13.12 -0.06 -0.10 0.96 -4.40 0.92
The Risk Measures have been calculated using calendar month returns for the last three years.