Fund Rating of the Big Funds - Risk Stats - Value Research Online
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Fund Rating of the Big Funds

Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
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 Hybrid '95 Fund (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 10.27 0.38 0.57 0.85 1.37 0.84
Aditya Birla Sun Life Frontline Equity Fund  | 4 Below Avg. 13.08 0.29 0.44 0.93 0.29 0.94
Axis Long Term Equity Fund  | 4 Low 12.46 0.48 0.65 0.82 1.55 0.86
Franklin India Bluechip Fund  | 3 Avg. 12.86 0.14 0.27 0.93 -1.66 0.96
Franklin India Equity Fund (Erstwhile Franklin India Prima Plus)  | 3 Below Avg. 12.75 0.24 0.44 0.89 -1.81 0.97
HDFC Equity Fund  | 3 High 17.78 0.23 0.34 1.24 -0.71 0.90
HDFC Mid-Cap Opportunities Fund  | 4 Below Avg. 15.81 0.56 0.91 0.90 1.44 0.94
HDFC Top 100 Fund (Erstwhile HDFC Top 200)  | 3 High 16.70 0.23 0.37 1.18 -0.70 0.93
ICICI Prudential Balanced Advantage Fund  | 3 Low 8.17 0.35 0.47 0.65 0.93 0.77
ICICI Prudential Bluechip Fund (Erstwhile ICICI Prudential Focused Bluechip Equity)  | 4 Below Avg. 13.14 0.38 0.59 0.94 1.40 0.94
ICICI Prudential Equity & Debt Fund (Erstwhile ICICI Prudential Balanced)  | 4 Avg. 10.30 0.43 0.68 0.84 1.88 0.83
ICICI Prudential Multi Asset Fund (Erstwhile ICICI Prudential Dynamic Plan)  | 3 Low 12.63 0.33 0.47 0.82 -0.30 0.84
ICICI Prudential Value Discovery Fund  | 4 Below Avg. 13.04 0.13 0.20 0.88 -1.67 0.84
Kotak Standard Multicap Fund Regular Plan (Erstwhile Kotak Select Focus)  | 5 Below Avg. 13.56 0.49 0.79 0.94 3.07 0.89
L&T Hybrid Equity Fund (Erstwhile L&T India Prudence)  | 4 Below Avg. 10.36 0.42 0.64 0.85 1.84 0.82
L&T India Value Fund  | 4 Below Avg. 16.24 0.54 0.78 1.08 2.96 0.87
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
Reliance Equity Hybrid Fund (Erstwhile Reliance Regular Savings Balanced)  | 4 Avg. 11.14 0.43 0.58 0.95 2.01 0.89
Reliance Large Cap Fund (Erstwhile Reliance Top 200)  | 4 Above Avg. 14.84 0.27 0.40 1.03 0.04 0.90
Reliance Multi Cap Fund (Erstwhile Reliance Equity Opportunities)  | 1 High 15.70 0.08 0.10 1.06 -4.57 0.90
Reliance Tax Saver (ELSS) Fund  | 2 High 18.23 0.07 0.12 1.21 -5.26 0.88
SBI Bluechip Fund  | 5 Low 12.56 0.36 0.53 0.88 1.25 0.90
SBI Equity Hybrid Fund (Erstwhile SBI Magnum Balanced)  | 3 Below Avg. 9.70 0.37 0.55 0.80 1.26 0.83
SBI ETF Sensex  | 3 Avg. 13.55 0.27 0.42 0.99 -0.06 0.99
The Risk Measures have been calculated using calendar month returns for the last three years.