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

Get started Now

Back to Top

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 Balanced '95 Fund  | 4 Avg. 10.17 0.77 1.10 0.90 4.36 0.90
Aditya Birla Sun Life Equity Fund  | 4 Below Avg. 14.30 0.84 1.27 0.98 7.61 0.83
Aditya Birla Sun Life Frontline Equity Fund  | 4 Below Avg. 12.94 0.63 0.95 0.94 3.87 0.95
Axis Long Term Equity Fund  | 4 Low 12.11 0.74 0.93 0.80 5.32 0.78
Franklin India Bluechip Fund  | 3 Avg. 12.59 0.55 1.08 0.91 2.85 0.94
Franklin India Prima Plus Fund  | 3 Below Avg. 12.52 0.67 1.11 0.88 4.40 0.89
HDFC Balanced Fund  | 4 Avg. 10.17 0.82 1.25 0.90 4.93 0.89
HDFC Equity Fund  | 2 High 16.87 0.48 0.71 1.17 2.81 0.86
HDFC Mid-Cap Opportunities Fund  | 4 Below Avg. 14.43 0.96 1.42 0.92 9.66 0.73
HDFC Prudence Fund  | 2 High 13.40 0.59 0.85 1.12 3.56 0.80
HDFC Top 200 Fund  | 3 High 16.01 0.42 0.70 1.13 1.64 0.90
ICICI Prudential Balanced Advantage Fund  | 3 Low 8.25 0.77 0.99 0.70 3.65 0.83
ICICI Prudential Balanced Fund  | 4 Below Avg. 10.13 0.84 1.27 0.88 5.17 0.86
ICICI Prudential Dynamic Plan  | 3 Low 12.63 0.65 0.90 0.86 4.31 0.82
ICICI Prudential Focused Bluechip Equity Fund  | 4 Below Avg. 13.08 0.64 1.00 0.95 4.07 0.95
ICICI Prudential Value Discovery Fund  | 4 Below Avg. 12.70 0.54 0.82 0.86 2.94 0.82
Kotak Select Focus Fund Regular Plan  | 5 Below Avg. 13.75 0.76 1.26 0.98 6.00 0.91
L&T India Prudence Fund  | 4 Below Avg. 10.11 0.89 1.30 0.87 5.62 0.84
Motilal Oswal MOSt Focused Multicap 35 Fund - Regular Plan  | 5 Below Avg. 14.42 1.11 1.54 0.91 11.88 0.71
Reliance Equity Opportunities Fund  | 2 Above Avg. 15.05 0.40 0.51 1.00 1.54 0.79
Reliance Regular Savings Fund - Balanced Option  | 3 Avg. 11.24 0.81 1.09 0.98 5.34 0.87
Reliance Tax Saver (ELSS) Fund  | 3 High 16.78 0.60 0.85 1.15 4.88 0.84
SBI Bluechip Fund  | 5 Low 12.36 0.76 1.04 0.88 5.39 0.91
SBI ETF Sensex  | 2 Avg. 13.04 0.40 0.62 0.97 0.81 0.98
SBI Magnum Balanced Fund  | 4 Below Avg. 9.71 0.81 1.21 0.82 4.71 0.82
The Risk Measures have been calculated using calendar month returns for the last three years.