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Enhanced Income Funds

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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 Savings Fund - Direct Plan  | 2 High 6.75 0.47 0.71 1.30 -0.80 0.65
Aditya Birla Sun Life Equity Savings Fund - Regular Plan  | 3 High 6.76 0.30 0.45 1.30 -1.93 0.65
Aditya Birla Sun Life Regular Savings Fund (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 6.19 0.38 0.53 1.16 -1.21 0.62
Aditya Birla Sun Life Regular Savings Fund - Direct Plan (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 6.19 0.55 0.78 1.15 -0.09 0.61
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Direct Plan 0 - - - - - - -
Aditya Birla Sun Life Retirement Fund - The 50s Plan - Regular Plan 0 - - - - - - -
Axis Equity Saver Fund - Direct Plan  | 4 Above Avg. 5.61 0.70 0.99 1.16 0.37 0.75
Axis Equity Saver Fund - Regular Plan  | 4 Above Avg. 5.57 0.49 0.69 1.15 -0.77 0.75
Axis Regular Saver Fund (Erstwhile Axis Income Saver)  | 3 Avg. 3.91 0.17 0.21 0.80 -1.75 0.73
Axis Regular Saver Fund - Direct Plan (Erstwhile Axis Income Saver)  | 3 Avg. 3.91 0.48 0.57 0.80 -0.56 0.73
Baroda Conservative Hybrid Fund  | 2 Avg. 4.09 0.39 0.68 0.62 -0.32 0.41
Baroda Conservative Hybrid Fund - Direct Plan  | 2 Avg. 4.07 0.60 1.05 0.62 0.53 0.41
BNP Paribas Conservative Hybrid Fund (Erstwhile BNP Paribas MIP)  | 3 Avg. 3.83 0.36 0.54 0.78 -0.98 0.73
BNP Paribas Conservative Hybrid Fund - Direct Plan (Erstwhile BNP Paribas MIP)  | 4 Below Avg. 3.84 0.92 1.35 0.78 1.16 0.72
BOI AXA Conservative Hybrid Fund - Direct Plan (Erstwhile BOI AXA Regular Return)  | 2 Above Avg. 4.74 0.14 0.15 0.86 -1.94 0.58
BOI AXA Conservative Hybrid Fund - Regular Plan (Erstwhile BOI AXA Regular Return)  | 2 Avg. 4.73 0.01 0.01 0.86 -2.55 0.58
Canara Robeco Conservative Hybrid Fund - Direct Plan (Erstwhile Canara Robeco Income Saver Fund)  | 3 Avg. 4.09 0.59 0.87 0.86 -0.24 0.79
Canara Robeco Conservative Hybrid Fund - Regular Plan (Erstwhile Canara Robeco Income Saver Fund)  | 2 Above Avg. 4.09 0.32 0.48 0.86 -1.31 0.79
DHFL Pramerica Equity Savings Fund (Erstwhile DHFL Pramerica Equity Income Fund)  | 2 Avg. 4.79 0.21 0.34 0.96 -1.90 0.71
DHFL Pramerica Equity Savings Fund - Direct Plan (Erstwhile DHFL Pramerica Equity Income Fund)  | 2 Avg. 4.80 0.47 0.75 0.96 -0.69 0.71
DHFL Pramerica Hybrid Debt Fund (Erstwhile DHFL Pramerica Income Advantage Fund)  | 3 Below Avg. 3.57 0.33 0.58 0.71 -1.01 0.71
DHFL Pramerica Hybrid Debt Fund - Direct Plan (Erstwhile DHFL Pramerica Income Advantage Fund)  | 3 Below Avg. 3.56 0.78 1.41 0.71 0.62 0.70
DSP Equity Savings Fund - Direct Plan  | 3 Above Avg. 5.80 0.54 0.78 1.08 -0.17 0.61
DSP Equity Savings Fund - Regular Plan  | 2 Above Avg. 5.80 0.29 0.42 1.08 -1.61 0.61
DSP Regular Savings Fund  | 1 High 6.15 -0.00 -0.00 1.11 -3.40 0.57
DSP Regular Savings Fund - Direct Plan  | 1 High 6.15 0.17 0.22 1.12 -2.34 0.58
Edelweiss Equity Savings Fund - Direct Plan (Erstwhile Edelweiss Equity Savings Advantage Fund)  | 3 Avg. 4.16 0.66 0.94 0.88 0.07 0.79
Edelweiss Equity Savings Fund - Regular Plan (Erstwhile Edelweiss Equity Savings Advantage Fund)  | 4 Below Avg. 4.17 0.48 0.68 0.88 -0.71 0.79
Essel Regular Savings Fund (Erstwhile Essel Income Plus)  | 2 Below Avg. 2.97 0.08 0.11 0.61 -1.63 0.75
Essel Regular Savings Fund - Direct Plan (Erstwhile Essel Income Plus)  | 4 Low 2.98 0.67 0.93 0.62 0.12 0.75
Franklin India Debt Hybrid Fund (Erstwhile Franklin India MIP)  | 3 Avg. 4.07 0.15 0.21 0.81 -1.86 0.70
Franklin India Debt Hybrid Fund - Direct Plan (Erstwhile Franklin India MIP)  | 2 Avg. 4.08 0.33 0.46 0.81 -1.14 0.70
Franklin India Equity Savings Fund - Direct Plan 0 - - - - - - -
Franklin India Equity Savings Fund - Regular Plan 0 - - - - - - -
Franklin India Life Stage Fund of Funds 40s  | 4 Above Avg. 4.64 0.46 0.72 0.98 -0.83 0.78
Franklin India Life Stage Fund of Funds 40s - Direct Plan  | 4 Above Avg. 4.66 0.64 0.99 0.98 -0.03 0.78
Franklin India Life Stage Fund of Funds 50s Plus  | 4 Low 3.19 0.59 0.88 0.67 -0.16 0.78
Franklin India Life Stage Fund of Funds 50s Plus - Direct Plan  | 4 Below Avg. 3.19 0.84 1.25 0.67 0.63 0.78
Franklin India Life Stage Fund of Funds 50s Plus - Floating Rate  | 4 Low 2.49 0.57 0.90 0.54 -0.24 0.83
Franklin India Life Stage Fund of Funds 50s Plus - Floating Rate - Direct Plan  | 3 Low 2.49 0.72 1.14 0.54 0.14 0.83
HDFC Equity Savings Fund  | 5 Below Avg. 5.01 0.92 1.70 0.98 1.64 0.67
HDFC Equity Savings Fund - Direct Plan  | 5 Below Avg. 5.01 1.21 2.23 0.98 3.10 0.67
HDFC Hybrid Debt Fund (Erstwhile HDFC MIP Long-term)  | 3 High 5.57 0.37 0.68 1.02 -1.09 0.60
HDFC Hybrid Debt Fund - Direct Plan (Erstwhile HDFC MIP Long-term)  | 2 High 5.57 0.47 0.88 1.03 -0.49 0.60
HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan  | 4 Avg. 4.06 0.85 1.33 0.79 1.02 0.67
HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan  | 3 Avg. 4.04 0.47 0.73 0.79 -0.53 0.68
HSBC Managed Solutions India - Conservative - Direct Plan  | 2 Below Avg. 2.98 0.43 0.75 0.53 -0.31 0.55
HSBC Managed Solutions India - Conservative - Regular Plan  | 3 Below Avg. 2.98 0.34 0.60 0.52 -0.58 0.55
HSBC Regular Savings Fund (Erstwhile HSBC MIP)  | 1 Above Avg. 4.70 0.14 0.21 0.90 -2.11 0.65
HSBC Regular Savings Fund - Direct Plan (Erstwhile HSBC MIP)  | 1 Above Avg. 4.70 0.25 0.40 0.90 -1.57 0.65
ICICI Prudential Equity Savings Fund (Erstwhile ICICI Prudential Equity Income Fund)  | 4 Low 3.50 0.82 1.72 0.67 0.83 0.64
ICICI Prudential Equity Savings Fund - Direct Plan (Erstwhile ICICI Prudential Equity Income Fund)  | 4 Low 3.54 1.04 2.19 0.68 1.62 0.64
ICICI Prudential Moderate Fund (Erstwhile ICICI Prudential Advisor Series-Hybrid Fund)  | 3 Below Avg. 2.52 0.55 0.75 0.19 0.81 0.10
ICICI Prudential Moderate Fund - Direct Plan (Erstwhile ICICI Prudential Advisor Series-Hybrid Fund)  | 3 Below Avg. 2.53 0.73 1.00 0.19 1.28 0.10
ICICI Prudential Regular Savings Fund (Erstwhile ICICI Prudential MIP 25 Reg)  | 5 Below Avg. 3.61 0.99 1.58 0.74 1.32 0.73
ICICI Prudential Regular Savings Fund - Direct Plan (Erstwhile ICICI Prudential MIP 25 Reg)  | 5 Below Avg. 3.60 1.21 1.93 0.73 2.12 0.73
ICICI Prudential Retirement Fund - Hybrid Conservative Plan 0 - - - - - - -
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Direct Plan 0 - - - - - - -
ICICI Prudential Thematic Advantage Fund (Erstwhile ICICI Prudential Advisor Series-Thematic Fund) 0 - 7.91 0.50 0.79 1.54 -0.72 0.67
ICICI Prudential Thematic Advantage Fund - Direct (Erstwhile ICICI Prudential Advisor Series-Thematic Fund) 0 - 7.90 0.54 0.84 1.54 -0.42 0.67
IDBI Equity Savings Fund (Erstwhile IDBI MIP) 0 - 4.38 -0.46 -0.75 0.86 -4.62 0.68
IDBI Equity Savings Fund - Direct Plan (Erstwhile IDBI MIP) 0 - 4.37 -0.11 -0.19 0.85 -3.10 0.67
IDFC Asset Allocation Fund - Aggressive Plan - Direct Plan  | 1 High 8.32 0.39 0.55 1.70 -1.97 0.74
IDFC Asset Allocation Fund - Aggressive Plan - Regular Plan  | 2 High 8.32 0.31 0.44 1.70 -2.63 0.74
IDFC Asset Allocation Fund - Conservative Plan - Direct Plan  | 4 Low 3.02 0.76 0.97 0.63 0.38 0.76
IDFC Asset Allocation Fund - Conservative Plan - Regular Plan  | 4 Low 3.02 0.54 0.69 0.63 -0.29 0.76
IDFC Asset Allocation Fund - Moderate Plan - Direct Plan  | 3 Above Avg. 5.06 0.51 0.70 1.07 -0.70 0.79
IDFC Asset Allocation Fund - Moderate Plan - Regular Plan  | 3 Above Avg. 5.06 0.39 0.53 1.07 -1.29 0.79
IDFC Equity Savings Fund - Direct Plan (Erstwhile IDFC Arbitrage Plus Regular) 0 - 3.09 0.16 0.22 0.51 -1.05 0.48
IDFC Equity Savings Fund - Regular Plan (Erstwhile IDFC Arbitrage Plus Regular) 0 - 3.11 -0.14 -0.18 0.51 -1.98 0.47
IDFC Regular Savings Fund - Direct Plan (Erstwhile IDFC Monthly Income Plan Regular)  | 3 Avg. 3.83 0.58 0.96 0.80 -0.21 0.77
IDFC Regular Savings Fund - Regular Plan (Erstwhile IDFC Monthly Income Plan Regular)  | 3 Avg. 3.83 0.36 0.59 0.80 -1.07 0.76
Indiabulls Savings Income Fund - Direct Plan (Erstwhile Indiabulls Monthly Income Plan)  | 5 Avg. 4.92 1.05 1.71 0.71 2.99 0.37
Indiabulls Savings Income Fund - Regular Plan (Erstwhile Indiabulls Monthly Income Plan)  | 5 Avg. 4.94 0.76 1.24 0.71 1.57 0.36
Invesco India Equity Savings Fund - Direct Plan 0 - - - - - - -
Invesco India Equity Savings Fund - Regular Plan 0 - - - - - - -
Kotak Asset Allocator Fund - Direct Plan  | 5 Below Avg. 3.20 1.03 2.19 0.49 1.79 0.42
Kotak Asset Allocator Fund Regular Plan  | 5 Below Avg. 3.22 0.76 1.64 0.49 0.94 0.41
Kotak Debt Hybrid Fund - Direct Plan (Erstwhile Kotak Monthly Income Plan)  | 3 Above Avg. 4.84 0.57 0.84 0.93 -0.09 0.65
Kotak Debt Hybrid Fund - Regular Plan (Erstwhile Kotak Monthly Income Plan)  | 3 Above Avg. 4.83 0.30 0.45 0.93 -1.38 0.65
Kotak Equity Savings Fund - Direct Plan  | 4 Below Avg. 3.43 0.88 1.21 0.73 0.77 0.80
Kotak Equity Savings Fund - Regular Plan  | 4 Below Avg. 3.43 0.67 0.93 0.73 0.06 0.80
L&T Conservative Hybrid Fund (Erstwhile L&T MIP)  | 2 Avg. 3.98 0.28 0.41 0.76 -1.24 0.65
L&T Conservative Hybrid Fund - Direct Plan (Erstwhile L&T MIP)  | 2 Avg. 3.98 0.46 0.69 0.76 -0.51 0.65
L&T Equity Savings Fund  | 2 Avg. 4.46 0.24 0.36 0.87 -1.58 0.67
L&T Equity Savings Fund - Direct Plan  | 2 Avg. 4.47 0.42 0.62 0.87 -0.79 0.67
LIC MF Debt Hybrid Fund (Erstwhile LIC MF MIP)  | 1 Below Avg. 3.09 -0.03 -0.04 0.58 -1.86 0.62
LIC MF Debt Hybrid Fund - Direct Plan (Erstwhile LIC MF MIP)  | 2 Avg. 3.12 0.25 0.37 0.59 -1.00 0.63
Mahindra Dhan Sanchay Equity Savings Yojana - Direct Plan (Erstwhile Mahindra Mutual Fund Dhan Sanchay Yojana) 0 - - - - - - -
Mahindra Dhan Sanchay Equity Savings Yojana - Regular Plan (Erstwhile Mahindra Mutual Fund Dhan Sanchay Yojana) 0 - - - - - - -
Mirae Asset Equity Savings Fund - Direct Plan 0 - - - - - - -
Mirae Asset Equity Savings Fund - Regular Plan 0 - - - - - - -
Principal Equity Savings Fund  | 3 Avg. 4.50 0.28 0.42 0.80 -1.16 0.55
Principal Equity Savings Fund - Direct Plan  | 3 Avg. 4.48 0.52 0.77 0.80 -0.10 0.56
Principal Retirement Savings Fund Conservative Plan - Direct Plan (Erstwhile Principal Asset Allocation Fund of Funds Conservative Plan) 0 - 3.08 0.21 0.25 0.64 -1.33 0.77
Principal Retirement Savings Fund Conservative Plan - Regular Plan (Erstwhile Principal Asset Allocation Fund of Funds Conservative Plan) 0 - 3.07 0.05 0.06 0.64 -1.80 0.77
Reliance Equity Savings Fund  | 1 Above Avg. 5.49 0.15 0.26 1.15 -2.66 0.77
Reliance Equity Savings Fund - Direct Plan  | 1 Above Avg. 5.50 0.35 0.59 1.15 -1.56 0.77
Reliance Hybrid Bond Fund (Erstwhile Reliance MIP)  | 4 Below Avg. 3.54 0.27 0.39 0.61 -0.89 0.52
Reliance Hybrid Bond Fund - Direct Plan (Erstwhile Reliance MIP)  | 4 Avg. 3.55 0.52 0.75 0.61 -0.00 0.52
Reliance Retirement Fund - Income Generation Scheme  | 2 High 6.15 0.26 0.46 0.97 -1.35 0.44
Reliance Retirement Fund - Income Generation Scheme - Direct Plan  | 2 High 6.16 0.49 0.84 0.97 0.02 0.44
SBI Debt Hybrid Fund (Erstwhile SBI Magnum MIP)  | 3 Avg. 4.41 0.21 0.32 0.77 -1.45 0.54
SBI Debt Hybrid Fund - Direct Plan (Erstwhile SBI Magnum MIP)  | 3 Avg. 4.39 0.42 0.65 0.77 -0.52 0.54
SBI Equity Savings Fund - Direct Plan  | 3 Above Avg. 5.15 0.47 0.65 1.09 -0.89 0.79
SBI Equity Savings Fund - Regular Plan  | 2 Above Avg. 5.18 0.19 0.26 1.09 -2.35 0.79
SBI Magnum Children's Benefit Fund (Erstwhile SBI Magnum Children's Benefit Plan)  | 5 Avg. 5.44 0.94 1.39 0.79 2.68 0.37
SBI Magnum Children's Benefit Fund - Direct Plan (Erstwhile SBI Magnum Children's Benefit Plan)  | 5 Avg. 5.43 1.10 1.64 0.79 3.57 0.38
Sundaram Debt Oriented Hybrid Fund (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 4.01 0.28 0.45 0.63 -0.81 0.44
Sundaram Debt Oriented Hybrid Fund - Direct Plan (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 3.95 0.56 0.91 0.62 0.30 0.44
Sundaram Equity Savings Fund - Direct Plan 0 - - - - - - -
Sundaram Equity Savings Fund - Regular Plan 0 - - - - - - -
Tata Equity Savings Fund - Direct Plan (Erstwhile Tata Regular Saving Equity Fund)  | 2 Below Avg. 4.26 0.39 0.55 0.80 -0.79 0.63
Tata Equity Savings Fund - Regular Plan (Erstwhile Tata Regular Saving Equity Fund)  | 2 Avg. 4.26 0.14 0.20 0.80 -1.85 0.63
Tata Retirement Savings Fund - Conservative Plan - Direct Plan  | 5 Above Avg. 5.01 0.81 1.06 0.98 1.07 0.67
Tata Retirement Savings Fund - Conservative Plan - Regular Plan  | 4 Above Avg. 5.01 0.51 0.67 0.97 -0.42 0.67
Union Equity Savings Fund - Direct Plan 0 - - - - - - -
Union Equity Savings Fund - Regular Plan 0 - - - - - - -
UTI Equity Savings Fund - Direct Plan 0 - - - - - - -
UTI Equity Savings Fund - Regular Plan 0 - - - - - - -
UTI Regular Savings Fund - Direct Plan (Erstwhile UTI MIS-Advantage Plan)  | 4 Below Avg. 3.95 0.65 0.77 0.80 0.11 0.73
UTI Regular Savings Fund - Regular Plan (Erstwhile UTI MIS-Advantage Plan)  | 5 Below Avg. 3.95 0.47 0.57 0.80 -0.58 0.73
The Risk Measures have been calculated using calendar month returns for the last three years.