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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 6.74 0.49 0.74 1.31 -0.63 0.65
Aditya Birla Sun Life Equity Savings Fund - Regular Plan  | 3 High 6.74 0.32 0.48 1.31 -1.78 0.65
Aditya Birla Sun Life Regular Savings Fund (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 High 6.23 0.44 0.61 1.17 -0.77 0.61
Aditya Birla Sun Life Regular Savings Fund - Direct Plan (Erstwhile Aditya Birla Sun Life MIP II Wealth 25)  | 4 Above Avg. 6.24 0.62 0.86 1.17 0.36 0.60
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  | 3 Above Avg. 5.59 0.68 0.95 1.17 0.23 0.76
Axis Equity Saver Fund - Regular Plan  | 3 Above Avg. 5.56 0.47 0.66 1.16 -0.91 0.76
Axis Regular Saver Fund (Erstwhile Axis Income Saver)  | 3 Avg. 3.91 0.19 0.23 0.81 -1.70 0.74
Axis Regular Saver Fund - Direct Plan (Erstwhile Axis Income Saver)  | 3 Avg. 3.92 0.50 0.59 0.81 -0.49 0.74
Baroda Conservative Hybrid Fund  | 2 Below Avg. 3.71 0.20 0.34 0.58 -1.00 0.42
Baroda Conservative Hybrid Fund - Direct Plan  | 2 Avg. 3.69 0.43 0.73 0.58 -0.16 0.42
BNP Paribas Conservative Hybrid Fund (Erstwhile BNP Paribas MIP)  | 3 Avg. 3.78 0.36 0.50 0.76 -0.96 0.70
BNP Paribas Conservative Hybrid Fund - Direct Plan (Erstwhile BNP Paribas MIP)  | 4 Below Avg. 3.79 0.93 1.30 0.77 1.21 0.70
BOI AXA Conservative Hybrid Fund - Direct Plan (Erstwhile BOI AXA Regular Return)  | 2 Avg. 4.71 0.28 0.27 0.88 -1.34 0.60
BOI AXA Conservative Hybrid Fund - Regular Plan (Erstwhile BOI AXA Regular Return)  | 2 Avg. 4.71 0.15 0.15 0.88 -1.93 0.60
Canara Robeco Conservative Hybrid Fund - Direct Plan (Erstwhile Canara Robeco Income Saver Fund)  | 2 Above Avg. 4.00 0.56 0.78 0.85 -0.33 0.77
Canara Robeco Conservative Hybrid Fund - Regular Plan (Erstwhile Canara Robeco Income Saver Fund)  | 2 Above Avg. 4.00 0.28 0.40 0.85 -1.42 0.77
DHFL Pramerica Equity Savings Fund (Erstwhile DHFL Pramerica Equity Income Fund)  | 2 Avg. 4.82 0.24 0.39 0.98 -1.81 0.72
DHFL Pramerica Equity Savings Fund - Direct Plan (Erstwhile DHFL Pramerica Equity Income Fund)  | 2 Avg. 4.83 0.49 0.80 0.99 -0.59 0.72
DHFL Pramerica Hybrid Debt Fund (Erstwhile DHFL Pramerica Income Advantage Fund)  | 3 Below Avg. 3.62 0.42 0.77 0.73 -0.67 0.70
DHFL Pramerica Hybrid Debt Fund - Direct Plan (Erstwhile DHFL Pramerica Income Advantage Fund)  | 3 Below Avg. 3.60 0.87 1.58 0.72 0.93 0.70
DSP Equity Savings Fund - Direct Plan  | 3 Above Avg. 5.76 0.51 0.71 1.07 -0.27 0.59
DSP Equity Savings Fund - Regular Plan  | 2 Above Avg. 5.76 0.27 0.38 1.06 -1.68 0.59
DSP Regular Savings Fund  | 1 High 6.12 0.01 0.02 1.10 -3.26 0.56
DSP Regular Savings Fund - Direct Plan  | 1 High 6.12 0.18 0.23 1.11 -2.25 0.57
Edelweiss Equity Savings Fund - Direct Plan (Erstwhile Edelweiss Equity Savings Advantage Fund)  | 4 Below Avg. 4.18 0.67 0.94 0.90 0.07 0.80
Edelweiss Equity Savings Fund - Regular Plan (Erstwhile Edelweiss Equity Savings Advantage Fund)  | 4 Below Avg. 4.19 0.49 0.70 0.90 -0.66 0.80
Essel Regular Savings Fund (Erstwhile Essel Income Plus)  | 2 Below Avg. 2.99 0.16 0.22 0.62 -1.39 0.74
Essel Regular Savings Fund - Direct Plan (Erstwhile Essel Income Plus)  | 3 Low 3.00 0.75 1.02 0.63 0.37 0.75
Franklin India Debt Hybrid Fund (Erstwhile Franklin India MIP)  | 3 Avg. 4.06 0.20 0.27 0.81 -1.64 0.69
Franklin India Debt Hybrid Fund - Direct Plan (Erstwhile Franklin India MIP)  | 3 Avg. 4.07 0.38 0.52 0.81 -0.91 0.69
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. 4.63 0.64 0.93 0.99 -0.03 0.79
Franklin India Life Stage Fund of Funds 40s - Direct Plan  | 4 Above Avg. 4.64 0.82 1.18 0.99 0.78 0.79
Franklin India Life Stage Fund of Funds 50s Plus  | 4 Low 3.14 0.77 1.10 0.68 0.37 0.80
Franklin India Life Stage Fund of Funds 50s Plus - Direct Plan  | 4 Below Avg. 3.14 1.02 1.46 0.68 1.16 0.81
Franklin India Life Stage Fund of Funds 50s Plus - Floating Rate  | 4 Low 2.50 0.66 1.02 0.55 -0.01 0.84
Franklin India Life Stage Fund of Funds 50s Plus - Floating Rate - Direct Plan  | 3 Low 2.50 0.81 1.26 0.55 0.36 0.84
HDFC Equity Savings Fund  | 5 Avg. 5.02 1.01 1.81 0.98 2.08 0.66
HDFC Equity Savings Fund - Direct Plan  | 5 Avg. 5.01 1.30 2.34 0.98 3.55 0.66
HDFC Hybrid Debt Fund (Erstwhile HDFC MIP Long-term)  | 3 High 5.47 0.47 0.83 1.02 -0.50 0.59
HDFC Hybrid Debt Fund - Direct Plan (Erstwhile HDFC MIP Long-term)  | 2 High 5.48 0.58 1.02 1.02 0.10 0.59
HDFC Retirement Savings Fund - Hybrid Debt Plan - Direct Plan  | 4 Avg. 3.92 0.89 1.32 0.78 1.14 0.68
HDFC Retirement Savings Fund - Hybrid Debt Plan - Regular Plan  | 3 Avg. 3.90 0.49 0.73 0.78 -0.42 0.68
HSBC Managed Solutions India - Conservative - Direct Plan  | 3 Below Avg. 2.88 0.41 0.67 0.51 -0.36 0.54
HSBC Managed Solutions India - Conservative - Regular Plan  | 3 Below Avg. 2.88 0.32 0.53 0.51 -0.61 0.54
HSBC Regular Savings Fund (Erstwhile HSBC MIP)  | 1 Above Avg. 4.57 0.18 0.26 0.89 -1.87 0.65
HSBC Regular Savings Fund - Direct Plan (Erstwhile HSBC MIP)  | 1 Above Avg. 4.58 0.29 0.43 0.89 -1.36 0.65
ICICI Prudential Equity Savings Fund (Erstwhile ICICI Prudential Equity Income Fund)  | 4 Below Avg. 3.57 0.92 1.88 0.67 1.28 0.60
ICICI Prudential Equity Savings Fund - Direct Plan (Erstwhile ICICI Prudential Equity Income Fund)  | 4 Below Avg. 3.59 1.13 2.36 0.68 2.02 0.61
ICICI Prudential Moderate Fund (Erstwhile ICICI Prudential Advisor Series-Hybrid Fund)  | 3 Avg. 2.55 0.50 0.69 0.17 0.76 0.08
ICICI Prudential Moderate Fund - Direct Plan (Erstwhile ICICI Prudential Advisor Series-Hybrid Fund)  | 2 Avg. 2.55 0.68 0.93 0.17 1.21 0.08
ICICI Prudential Regular Savings Fund (Erstwhile ICICI Prudential MIP 25 Reg)  | 5 Below Avg. 3.60 1.10 1.70 0.74 1.72 0.74
ICICI Prudential Regular Savings Fund - Direct Plan (Erstwhile ICICI Prudential MIP 25 Reg)  | 5 Below Avg. 3.58 1.33 2.04 0.74 2.51 0.74
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 - 7.80 0.65 0.97 1.56 0.37 0.69
ICICI Prudential Thematic Advantage Fund - Direct (Erstwhile ICICI Prudential Advisor Series-Thematic Fund) 0 - 7.80 0.69 1.00 1.57 0.63 0.69
IDBI Equity Savings Fund (Erstwhile IDBI MIP) 0 - 4.38 -0.43 -0.69 0.86 -4.47 0.67
IDBI Equity Savings Fund - Direct Plan (Erstwhile IDBI MIP) 0 - 4.37 -0.10 -0.16 0.86 -3.01 0.67
IDFC Asset Allocation Fund - Aggressive Plan - Direct Plan  | 1 High 8.34 0.49 0.68 1.71 -1.11 0.72
IDFC Asset Allocation Fund - Aggressive Plan - Regular Plan  | 3 High 8.35 0.41 0.57 1.71 -1.75 0.72
IDFC Asset Allocation Fund - Conservative Plan - Direct Plan  | 4 Low 2.99 0.79 0.97 0.62 0.47 0.75
IDFC Asset Allocation Fund - Conservative Plan - Regular Plan  | 4 Low 2.99 0.57 0.70 0.62 -0.18 0.75
IDFC Asset Allocation Fund - Moderate Plan - Direct Plan  | 3 Above Avg. 5.06 0.59 0.79 1.07 -0.24 0.77
IDFC Asset Allocation Fund - Moderate Plan - Regular Plan  | 3 Above Avg. 5.06 0.48 0.63 1.07 -0.82 0.77
IDFC Equity Savings Fund - Direct Plan (Erstwhile IDFC Arbitrage Plus Regular) 0 - 2.89 -0.03 -0.04 0.47 -1.51 0.46
IDFC Equity Savings Fund - Regular Plan (Erstwhile IDFC Arbitrage Plus Regular) 0 - 2.92 -0.34 -0.41 0.47 -2.41 0.46
IDFC Regular Savings Fund - Direct Plan (Erstwhile IDFC Monthly Income Plan Regular)  | 3 Avg. 3.81 0.60 0.95 0.80 -0.13 0.76
IDFC Regular Savings Fund - Regular Plan (Erstwhile IDFC Monthly Income Plan Regular)  | 3 Avg. 3.81 0.38 0.60 0.80 -0.98 0.76
Indiabulls Savings Income Fund - Direct Plan (Erstwhile Indiabulls Monthly Income Plan)  | 5 Avg. 4.86 0.98 1.57 0.69 2.71 0.34
Indiabulls Savings Income Fund - Regular Plan (Erstwhile Indiabulls Monthly Income Plan)  | 5 Avg. 4.88 0.69 1.11 0.69 1.31 0.34
Invesco India Equity Savings Fund - Direct Plan 0 - - - - - - -
Invesco India Equity Savings Fund - Regular Plan 0 - - - - - - -
Invesco India Regular Savings Fund (Erstwhile Invesco India MIP Plus) 0 - 3.87 0.43 0.67 0.71 -0.48 0.57
Invesco India Regular Savings Fund - Direct Plan (Erstwhile Invesco India MIP Plus) 0 - 3.88 0.71 1.11 0.71 0.60 0.57
Kotak Asset Allocator Fund - Direct Plan  | 5 Below Avg. 3.31 1.16 2.50 0.51 2.28 0.42
Kotak Asset Allocator Fund Regular Plan  | 5 Below Avg. 3.34 0.90 1.94 0.52 1.45 0.41
Kotak Debt Hybrid Fund - Direct Plan (Erstwhile Kotak Monthly Income Plan)  | 3 Above Avg. 4.85 0.66 0.96 0.93 0.38 0.64
Kotak Debt Hybrid Fund - Regular Plan (Erstwhile Kotak Monthly Income Plan)  | 3 Above Avg. 4.85 0.40 0.58 0.93 -0.90 0.64
Kotak Equity Savings Fund - Direct Plan  | 4 Below Avg. 3.45 0.93 1.28 0.75 0.92 0.82
Kotak Equity Savings Fund - Regular Plan  | 4 Below Avg. 3.45 0.73 1.02 0.75 0.22 0.82
L&T Conservative Hybrid Fund (Erstwhile L&T MIP)  | 2 Avg. 3.84 0.23 0.33 0.74 -1.37 0.65
L&T Conservative Hybrid Fund - Direct Plan (Erstwhile L&T MIP)  | 2 Avg. 3.85 0.42 0.59 0.75 -0.64 0.65
L&T Equity Savings Fund  | 2 Avg. 4.44 0.24 0.35 0.87 -1.57 0.66
L&T Equity Savings Fund - Direct Plan  | 2 Avg. 4.45 0.41 0.60 0.87 -0.80 0.66
LIC MF Debt Hybrid Fund (Erstwhile LIC MF MIP)  | 1 Below Avg. 3.20 0.13 0.19 0.60 -1.39 0.61
LIC MF Debt Hybrid Fund - Direct Plan (Erstwhile LIC MF MIP)  | 2 Avg. 3.22 0.40 0.58 0.61 -0.53 0.61
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 0 - 4.49 0.27 0.39 0.80 -1.21 0.55
Principal Equity Savings Fund - Direct Plan 0 - 4.47 0.50 0.73 0.80 -0.17 0.55
Principal Retirement Savings Fund Conservative Plan - Direct Plan (Erstwhile Principal Asset Allocation Fund of Funds Conservative Plan) 0 - 3.09 0.31 0.36 0.66 -1.03 0.78
Principal Retirement Savings Fund Conservative Plan - Regular Plan (Erstwhile Principal Asset Allocation Fund of Funds Conservative Plan) 0 - 3.09 0.17 0.20 0.65 -1.45 0.77
Reliance Equity Savings Fund  | 3 Above Avg. 5.37 0.34 0.53 1.16 -1.66 0.81
Reliance Equity Savings Fund - Direct Plan  | 3 Above Avg. 5.38 0.55 0.88 1.16 -0.56 0.81
Reliance Hybrid Bond Fund (Erstwhile Reliance MIP)  | 4 Below Avg. 3.25 0.54 0.75 0.60 -0.06 0.59
Reliance Hybrid Bond Fund - Direct Plan (Erstwhile Reliance MIP)  | 4 Avg. 3.25 0.81 1.12 0.60 0.83 0.59
Reliance Retirement Fund - Income Generation Scheme  | 1 High 5.87 0.18 0.29 0.93 -1.74 0.43
Reliance Retirement Fund - Income Generation Scheme - Direct Plan  | 2 Above Avg. 5.89 0.42 0.68 0.93 -0.34 0.43
SBI Debt Hybrid Fund (Erstwhile SBI Magnum MIP)  | 3 Avg. 4.14 0.29 0.43 0.74 -1.05 0.56
SBI Debt Hybrid Fund - Direct Plan (Erstwhile SBI Magnum MIP)  | 3 Avg. 4.12 0.52 0.78 0.74 -0.09 0.56
SBI Equity Savings Fund - Direct Plan  | 3 Above Avg. 5.21 0.52 0.72 1.12 -0.68 0.80
SBI Equity Savings Fund - Regular Plan  | 2 Above Avg. 5.23 0.23 0.32 1.12 -2.20 0.79
SBI Magnum Children's Benefit Fund (Erstwhile SBI Magnum Children's Benefit Plan)  | 5 Avg. 5.06 1.34 2.11 0.79 4.41 0.42
SBI Magnum Children's Benefit Fund - Direct Plan (Erstwhile SBI Magnum Children's Benefit Plan)  | 5 Avg. 5.05 1.53 2.39 0.79 5.32 0.42
Sundaram Debt Oriented Hybrid Fund (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 4.01 0.34 0.54 0.64 -0.56 0.43
Sundaram Debt Oriented Hybrid Fund - Direct Plan (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 3.96 0.62 0.99 0.63 0.53 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. 4.22 0.36 0.50 0.80 -0.88 0.62
Tata Equity Savings Fund - Regular Plan (Erstwhile Tata Regular Saving Equity Fund)  | 2 Avg. 4.22 0.11 0.15 0.80 -1.94 0.62
Tata Retirement Savings Fund - Conservative Plan - Direct Plan  | 4 Above Avg. 4.98 0.88 1.11 0.98 1.40 0.67
Tata Retirement Savings Fund - Conservative Plan - Regular Plan  | 4 Above Avg. 4.98 0.58 0.73 0.98 -0.10 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. 3.93 0.77 0.91 0.81 0.58 0.74
UTI Regular Savings Fund - Regular Plan (Erstwhile UTI MIS-Advantage Plan)  | 5 Below Avg. 3.92 0.60 0.70 0.81 -0.11 0.74
The Risk Measures have been calculated using calendar month returns for the last three years.