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. 14.19 0.69 1.05 0.98 0.64 0.90
Aditya Birla Sun Life Equity Hybrid '95 Fund (Erstwhile Aditya Birla Sun Life Balanced '95 Fund)  | 3 Avg. 10.01 0.56 0.83 0.84 -0.18 0.82
Aditya Birla Sun Life Frontline Equity Fund  | 4 Below Avg. 12.68 0.55 0.84 0.93 -0.90 0.93
Axis Long Term Equity Fund  | 5 Low 12.64 0.64 0.86 0.86 0.15 0.87
Franklin India Equity Fund (Erstwhile Franklin India Prima Plus)  | 3 Below Avg. 12.44 0.49 0.83 0.89 -2.15 0.96
HDFC Equity Fund  | 2 High 17.82 0.47 0.71 1.26 -3.26 0.94
HDFC Hybrid Equity Fund (Erstwhile HDFC Premier Multi-Cap)  | 4 Below Avg. 10.52 0.58 0.88 0.91 -0.22 0.87
HDFC Mid-Cap Opportunities Fund  | 5 Below Avg. 15.74 0.63 1.00 0.90 -1.53 0.94
HDFC Top 100 Fund (Erstwhile HDFC Top 200)  | 3 High 16.51 0.51 0.85 1.20 -1.77 0.92
ICICI Prudential Bluechip Fund (Erstwhile ICICI Prudential Focused Bluechip Equity)  | 4 Low 12.73 0.67 1.03 0.93 0.54 0.94
ICICI Prudential Equity & Debt Fund (Erstwhile ICICI Prudential Balanced)  | 4 Below Avg. 9.88 0.70 1.09 0.82 1.19 0.81
ICICI Prudential Value Discovery Fund  | 3 Below Avg. 12.75 0.39 0.59 0.72 -3.10 0.75
Kotak Standard Multicap Fund Regular Plan (Erstwhile Kotak Select Focus)  | 4 Below Avg. 13.15 0.72 1.18 0.93 0.80 0.95
L&T Hybrid Equity Fund (Erstwhile L&T India Prudence)  | 4 Below Avg. 10.10 0.50 0.72 0.85 -0.90 0.83
Mirae Asset India Equity Fund - Regular Plan (Erstwhile Mirae Asset India Opportunities Regular)  | 4 Below Avg. 13.92 0.73 1.06 1.00 0.82 0.98
Motilal Oswal Multicap 35 Fund - Regular Plan (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)  | 4 Avg. 13.30 0.71 1.12 0.85 1.52 0.77
Reliance Equity Hybrid Fund (Erstwhile Reliance Regular Savings Balanced)  | 4 Avg. 10.88 0.60 0.77 0.95 -0.04 0.89
Reliance Large Cap Fund (Erstwhile Reliance Top 200)  | 4 Above Avg. 14.82 0.54 0.79 1.06 -1.11 0.90
Reliance Multi Cap Fund (Erstwhile Reliance Equity Opportunities)  | 2 Above Avg. 15.82 0.27 0.35 1.09 -5.90 0.91
Reliance Tax Saver (ELSS) Fund  | 1 High 17.90 0.28 0.42 1.21 -6.19 0.87
SBI Bluechip Fund  | 5 Low 12.27 0.54 0.80 0.87 -0.88 0.89
SBI Equity Hybrid Fund (Erstwhile SBI Magnum Balanced)  | 4 Below Avg. 9.58 0.54 0.77 0.80 -0.44 0.82
SBI ETF Nifty 50  | 4 Below Avg. 13.21 0.65 1.09 1.00 0.02 1.00
SBI ETF Sensex  | 4 Below Avg. 13.22 0.65 1.02 0.99 0.06 0.99
UTI Equity Fund - Regular Plan  | 3 Low 12.73 0.63 0.96 0.88 -0.10 0.90
The Risk Measures have been calculated using calendar month returns for the last three years.