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Hybrid: Aggressive Hybrid

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Hybrid: Aggressive Hybrid
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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Equity Hybrid '95 Fund (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 9.56 -0.08 -0.11 0.80 -3.75 0.77
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 9.57 0.04 0.06 0.80 -2.60 0.77
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan 0 - - - - - - -
Axis Equity Hybrid Fund - Direct Plan 0 - - - - - - -
Axis Equity Hybrid Fund - Regular Plan 0 - - - - - - -
Baroda Hybrid Equity Fund  | 2 Above Avg. 10.99 -0.07 -0.11 0.88 -4.15 0.71
Baroda Hybrid Equity Fund - Direct Plan  | 2 Above Avg. 11.01 0.05 0.08 0.88 -2.77 0.71
BNP Paribas Substantial Equity Hybrid Fund - Direct Plan (Erstwhile BNP Paribas Balanced Fund) 0 - - - - - - -
BNP Paribas Substantial Equity Hybrid Fund - Regular Plan (Erstwhile BNP Paribas Balanced Fund) 0 - - - - - - -
BOI AXA Mid & Small Cap Equity & Debt Fund - Direct Plan (Erstwhile BOI AXA Mid Cap Equity & Debt Fund)  | 1 High 15.02 -0.11 -0.14 1.04 -5.61 0.53
BOI AXA Mid & Small Cap Equity & Debt Fund - Regular Plan (Erstwhile BOI AXA Mid Cap Equity & Debt Fund)  | 1 High 15.00 -0.17 -0.22 1.04 -6.49 0.53
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
DSP Equity & Bond Fund - Direct Plan  | 3 Above Avg. 11.74 0.24 0.34 0.95 -0.75 0.72
Edelweiss Aggressive Hybrid Fund - Direct Plan (Erstwhile Edelweiss Multi Asset Allocation Fund) 0 - 10.39 0.14 0.22 0.93 -2.00 0.88
Edelweiss Aggressive Hybrid Fund - Regular Plan (Erstwhile Edelweiss Multi Asset Allocation Fund) 0 - 10.39 0.07 0.10 0.93 -2.83 0.88
Essel Equity Hybrid Fund - Direct Plan 0 - - - - - - -
Essel Equity Hybrid Fund - Regular Plan 0 - - - - - - -
Franklin India Equity Hybrid Fund (Erstwhile Franklin India Balanced)  | 3 Low 8.44 -0.03 -0.04 0.74 -3.03 0.84
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
Franklin India Life Stage Fund of Funds 20s  | 3 Avg. 10.15 -0.07 -0.10 0.91 -4.09 0.88
Franklin India Life Stage Fund of Funds 20s - Direct Plan  | 2 Above Avg. 10.15 -0.02 -0.04 0.91 -3.66 0.88
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 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
HSBC Equity Hybrid Fund - Direct Plan 0 - - - - - - -
HSBC Equity Hybrid Fund - Regular Plan 0 - - - - - - -
HSBC Managed Solutions India - Growth - Direct Plan  | 2 Above Avg. 11.39 0.12 0.19 1.00 -2.39 0.85
HSBC Managed Solutions India - Growth - Regular Plan  | 3 Above Avg. 11.39 0.10 0.15 1.00 -2.67 0.85
ICICI Prudential Child Care Fund - Gift Plan (Erstwhile ICICI Prudential ChildCare-Gift)  | 3 Above Avg. 10.32 0.05 0.09 0.77 -2.41 0.61
ICICI Prudential Child Care Fund - Gift Plan - Direct Plan (Erstwhile ICICI Prudential ChildCare-Gift)  | 3 Avg. 10.33 0.13 0.23 0.77 -1.57 0.61
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
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan 0 - - - - - - -
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Direct Plan 0 - - - - - - -
IDBI Hybrid Equity Fund - Direct Plan (Erstwhile IDBI Prudence Fund) 0 - - - - - - -
IDBI Hybrid Equity Fund - Regular Plan (Erstwhile IDBI Prudence Fund) 0 - - - - - - -
IDFC Hybrid Equity Fund - Direct Plan (Erstwhile IDFC Balanced Fund) 0 - - - - - - -
IDFC Hybrid Equity Fund - Regular Plan (Erstwhile IDFC Balanced Fund) 0 - - - - - - -
IIFL Capital Enhancer Fund Series 1 - Direct Plan 0 - - - - - - -
IIFL Capital Enhancer Fund Series 1 - Regular Plan 0 - - - - - - -
Indiabulls Equity Hybrid Fund - Direct Plan 0 - - - - - - -
Indiabulls Equity Hybrid Fund - Regular Plan 0 - - - - - - -
Invesco India Equity & Bond Fund - Direct Plan 0 - - - - - - -
Invesco India Equity & Bond Fund - Regular Plan 0 - - - - - - -
JM Equity Hybrid Fund (Erstwhile JM Balanced)  | 2 Avg. 10.24 -0.54 -0.57 0.75 -8.33 0.60
JM Equity Hybrid Fund - Direct Plan (Erstwhile JM Balanced)  | 2 Avg. 10.26 -0.47 -0.50 0.76 -7.66 0.60
Kotak Equity Hybrid Fund - Direct Plan (Erstwhile Kotak Balance)  | 3 Avg. 10.24 0.18 0.29 0.87 -1.41 0.80
Kotak Equity Hybrid Fund - Regular Plan (Erstwhile Kotak Balance)  | 3 Avg. 10.22 0.05 0.07 0.87 -2.79 0.80
L&T Hybrid Equity Fund (Erstwhile L&T India Prudence)  | 3 Avg. 9.81 0.02 0.04 0.84 -2.96 0.82
L&T Hybrid Equity Fund - Direct Plan (Erstwhile L&T India Prudence)  | 3 Avg. 9.83 0.13 0.21 0.85 -1.91 0.82
LIC MF Equity Hybrid Fund (Erstwhile LIC MF Balanced)  | 1 High 10.52 0.02 0.04 0.83 -2.90 0.69
LIC MF Equity Hybrid Fund - Direct Plan (Erstwhile LIC MF Balanced)  | 1 High 10.51 0.14 0.26 0.83 -1.67 0.69
LIC MF Unit Linked Insurance  | 2 High 11.53 0.13 0.19 0.99 -2.29 0.81
LIC MF Unit Linked Insurance - Direct Plan  | 2 High 11.56 0.22 0.35 0.99 -1.17 0.81
Mahindra Hybrid Equity Nivesh Yojana - Direct Plan 0 - - - - - - -
Mahindra Hybrid Equity Nivesh Yojana - Regular Plan 0 - - - - - - -
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
Motilal Oswal Equity Hybrid Fund - Direct Plan 0 - - - - - - -
Motilal Oswal Equity Hybrid Fund - Regular Plan 0 - - - - - - -
PGIM India Hybrid Equity Fund  | 2 Avg. 8.83 -0.17 -0.29 0.78 -4.46 0.86
PGIM India Hybrid Equity Fund - Direct Plan  | 2 Avg. 8.83 -0.01 -0.02 0.78 -3.05 0.86
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
Principal Retirement Savings Fund Progressive Plan - Direct Plan (Erstwhile Principal Asset Allocation Fund of Funds Aggressive Plan) 0 - 10.08 0.11 0.19 0.87 -2.21 0.82
Principal Retirement Savings Fund Progressive Plan - Regular Plan (Erstwhile Principal Asset Allocation Fund of Funds Aggressive Plan) 0 - 10.07 0.05 0.09 0.87 -2.77 0.82
Quant Absolute Fund (Erstwhile Quant Balanced Fund) 0 - 9.71 0.11 0.19 0.78 -1.90 0.71
Quant Absolute Fund - Direct Plan (Erstwhile Quant Balanced Fund) 0 - 9.68 0.15 0.27 0.77 -1.51 0.71
Reliance Equity Hybrid Fund (Erstwhile Reliance Regular Savings Balanced)  | 3 Above Avg. 10.59 -0.02 -0.03 0.92 -3.66 0.84
Reliance Equity Hybrid Fund - Direct Plan (Erstwhile Reliance Regular Savings Balanced)  | 3 Above Avg. 10.63 0.11 0.17 0.92 -2.34 0.83
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
Shriram Hybrid Equity Fund (Erstwhile Shriram Equity and Debt Opportunities)  | 2 Avg. 9.40 0.02 0.04 0.82 -2.87 0.84
Shriram Hybrid Equity Fund - Direct Plan (Erstwhile Shriram Equity and Debt Opportunities)  | 2 Avg. 9.40 0.12 0.21 0.82 -1.99 0.84
Sundaram Equity Hybrid Fund - Direct Plan (Erstwhile Sundaram Balanced)  | 3 Below Avg. 8.57 0.43 0.65 0.77 0.75 0.89
Sundaram Equity Hybrid Fund - Regular Plan (Erstwhile Sundaram Balanced)  | 3 Below Avg. 8.57 0.28 0.44 0.77 -0.46 0.89
Tata Hybrid Equity Fund - Direct Plan (Erstwhile Tata Balanced Regular)  | 3 Above Avg. 9.65 0.03 0.05 0.86 -2.97 0.87
Tata Hybrid Equity Fund - Regular Plan (Erstwhile Tata Balanced Regular)  | 2 Above Avg. 9.65 -0.11 -0.19 0.86 -4.28 0.87
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
UTI Hybrid Equity Fund - Direct Plan (Erstwhile UTI Balanced)  | 2 Avg. 9.08 0.03 0.04 0.77 -2.65 0.79
UTI Hybrid Equity Fund - Regular Plan (Erstwhile UTI Balanced)  | 2 Avg. 9.08 -0.05 -0.07 0.77 -3.33 0.79
The Risk Measures have been calculated using calendar month returns for the last three years.