Equity: Multi Cap - Risk Stats - Value Research Online
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Equity: Multi 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 Equity Advantage Fund - Direct Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 4 Avg. 15.60 0.44 0.73 1.03 1.23 0.87
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan (Erstwhile Aditya Birla Sun Life Advantage)  | 4 Above Avg. 15.58 0.36 0.60 1.03 -0.03 0.87
Aditya Birla Sun Life Equity Fund  | 4 Avg. 14.77 0.51 0.81 1.00 2.07 0.90
Aditya Birla Sun Life Equity Fund - Direct Plan  | 5 Below Avg. 14.79 0.58 0.92 1.00 3.10 0.90
Axis Focused 25 Fund - Direct Plan  | 4 Avg. 15.01 0.70 0.95 1.01 5.00 0.90
DSP BlackRock Equity Opportunities Fund (Erstwhile DSPBR Opportunities)  | 4 Avg. 15.88 0.48 0.81 1.07 1.73 0.91
DSP BlackRock Equity Opportunities Fund - Direct Plan (Erstwhile DSPBR Opportunities)  | 5 Avg. 15.90 0.54 0.91 1.08 2.69 0.91
Edelweiss Large & Mid Cap Fund - Direct Plan (Erstwhile Edelweiss Equity Opportunities Fund)  | 4 Below Avg. 13.64 0.40 0.60 0.95 0.24 0.96
Edelweiss Large & Mid Cap Fund Regular Plan (Erstwhile Edelweiss Equity Opportunities Fund)  | 4 Below Avg. 13.65 0.34 0.51 0.95 -0.58 0.96
Escorts High Yield Equity Fund  | 4 Low 13.69 0.55 0.79 0.85 2.92 0.77
Escorts High Yield Equity Fund - Direct Plan  | 4 Low 13.70 0.56 0.79 0.85 2.95 0.77
Franklin India Equity Advantage Fund (Erstwhile Franklin India Flexi Cap)  | 4 Low 11.93 0.21 0.35 0.82 -2.01 0.95
Franklin India Equity Advantage Fund - Direct Plan (Erstwhile Franklin India Flexi Cap)  | 4 Low 11.94 0.27 0.47 0.82 -1.22 0.95
HDFC Capital Builder Value Fund (Erstwhile HDFC Capital Builder)  | 4 Avg. 15.99 0.47 0.67 1.10 1.50 0.93
HDFC Capital Builder Value Fund - Direct Plan (Erstwhile HDFC Capital Builder)  | 5 Avg. 16.01 0.53 0.77 1.10 2.56 0.93
ICICI Prudential Nifty Next 50 Index Fund  | 4 Avg. 15.66 0.52 0.92 1.03 2.47 0.86
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan  | 4 Avg. 15.66 0.54 0.97 1.03 2.92 0.86
IDBI Nifty Junior Index Fund  | 4 Above Avg. 15.58 0.45 0.80 1.02 1.45 0.85
IDBI Nifty Junior Index Fund - Direct Plan  | 4 Avg. 15.62 0.53 0.94 1.02 2.69 0.84
IDFC Core Equity Fund - Direct Plan (Erstwhile IDFC Classic Equity Regular)  | 4 Avg. 14.47 0.53 0.71 1.00 2.17 0.95
Invesco India Contra Fund  | 5 Avg. 15.05 0.58 0.82 1.03 3.13 0.93
Invesco India Contra Fund - Direct Plan  | 5 Avg. 15.08 0.69 0.97 1.03 4.70 0.93
Kotak Equity Opportunities Fund - Direct Plan (Erstwhile Kotak Opportunities)  | 4 Below Avg. 13.97 0.48 0.77 0.97 1.40 0.95
L&T India Value Fund  | 4 Below Avg. 16.24 0.54 0.78 1.08 2.96 0.87
L&T India Value Fund - Direct Plan  | 5 Below Avg. 16.25 0.60 0.85 1.08 3.80 0.87
L&T Large and Midcap Fund - Direct Plan (Erstwhile L&T India Special Situations)  | 4 Avg. 14.60 0.40 0.61 0.98 0.50 0.90
Motilal Oswal Multicap 35 Fund - Direct Plan (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)  | 5 Below Avg. 13.81 0.67 1.02 0.88 4.46 0.81
Motilal Oswal Multicap 35 Fund - Regular Plan (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)  | 5 Below Avg. 13.80 0.61 0.92 0.88 3.60 0.81
Parag Parikh Long Term Equity Fund - Direct Plan (Erstwhile Parag Parikh Long Term Value Fund)  | 4 Low 11.51 0.54 0.72 0.69 2.41 0.71
Parag Parikh Long Term Equity Fund - Regular Plan (Erstwhile Parag Parikh Long Term Value Fund)  | 4 Low 11.50 0.49 0.66 0.69 1.85 0.71
Principal Multi Cap Growth Fund (Erstwhile Principal Growth)  | 4 Above Avg. 17.21 0.50 0.69 1.19 2.15 0.95
Principal Multi Cap Growth Fund - Direct Plan (Erstwhile Principal Growth)  | 5 Above Avg. 17.22 0.55 0.75 1.19 2.91 0.95
Reliance ETF Junior BeES  | 4 Above Avg. 15.82 0.52 0.93 1.04 2.61 0.85
SBI ETF Nifty Next 50 Fund  | 5 Avg. 15.91 0.56 0.99 1.04 3.23 0.85
SBI Large & Midcap Fund - Direct Plan (Erstwhile SBI Magnum Multiplier Fund)  | 4 Below Avg. 14.50 0.37 0.47 0.99 -0.01 0.93
SBI Magnum Multicap Fund  | 5 Below Avg. 14.37 0.50 0.71 0.98 1.84 0.93
SBI Magnum Multicap Fund - Direct Plan  | 5 Below Avg. 14.38 0.58 0.81 0.98 2.90 0.93
Sundaram Large and Mid Cap Fund (Erstwhile Sundaram Equity Multiplier)  | 4 Low 12.18 0.61 0.87 0.83 2.88 0.92
Sundaram Large and Mid Cap Fund - Direct Plan (Erstwhile Sundaram Equity Multiplier)  | 4 Low 12.20 0.66 0.94 0.83 3.56 0.92
Tata Equity PE Fund - Direct Plan  | 5 Above Avg. 16.47 0.61 0.91 1.08 4.19 0.86
Tata Equity PE Fund - Regular Plan  | 5 Above Avg. 16.47 0.57 0.84 1.08 3.40 0.86
Tata Retirement Savings Fund - Progressive Plan - Direct Plan  | 5 Below Avg. 15.91 0.68 0.95 1.06 5.09 0.87
Tata Retirement Savings Fund - Progressive Plan - Regular Plan  | 4 Avg. 15.90 0.59 0.83 1.05 3.66 0.87
The Risk Measures have been calculated using calendar month returns for the last three years.