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Risk-adjusted returns

Return for the risk taken, fund by fund, over 3 years. Pick a category.

Large Cap

avg Sharpe 0.44
  1. 1Taurus Large Cap Fund0.75
  2. 2Invesco India Largecap Fund0.68
  3. 3WhiteOak Capital Large Cap Fund0.65

Mid Cap

avg Sharpe 0.59
  1. 1Invesco India Midcap Fund0.91
  2. 2WhiteOak Capital Mid Cap Fund0.90
  3. 3HSBC Midcap Fund0.84

Small Cap

avg Sharpe 0.44
  1. 1Bandhan Small Cap Fund0.84
  2. 2ITI Small Cap Fund0.79
  3. 3Invesco India Smallcap Fund0.77

Large and Mid Cap

avg Sharpe 0.54
  1. 1Invesco India Large & Mid Cap Fund0.94
  2. 2Bandhan Large & Mid Cap Fund0.80
  3. 3Motilal Oswal Large and Midcap Fund0.74

Flexi Cap

avg Sharpe 0.49
  1. 1HDFC Flexi Cap Fund0.87
  2. 2ITI Flexi Cap Fund0.85
  3. 3360 ONE Flexicap Fund0.82

Multi Cap

avg Sharpe 0.59
  1. 1Axis Multicap Fund0.90
  2. 2WhiteOak Capital Multi Cap Fund0.84
  3. 3Bank of India Multi Cap Fund0.77

Focused

avg Sharpe 0.52
  1. 1Invesco India Focused Fund0.91
  2. 2SBI Focused Fund0.89
  3. 3HDFC Focused Fund0.87

Value

avg Sharpe 0.49
  1. 1Axis Value Fund0.92
  2. 2HDFC Value Fund0.72
  3. 3Quant Value Fund0.68

ELSS Tax Saving

avg Sharpe 0.41
  1. 1WhiteOak Capital ELSS Tax Saver Fund0.74
  2. 2JM ELSS Tax Saver Fund0.66
  3. 3HSBC ELSS Tax Saver Fund0.66

Aggressive Hybrid

avg Sharpe 0.53
  1. 1Bandhan Aggressive Hybrid Fund0.87
  2. 2ICICI Prudential Aggressive Hybrid Fund0.77
  3. 3Edelweiss Aggressive Hybrid Fund0.74

Balanced Advantage

avg Sharpe 0.48
  1. 1DSP Dynamic Asset Allocation Fund0.85
  2. 2Aditya Birla Sun Life Balanced Advantage Fund0.81
  3. 3Axis Balanced Advantage Fund0.78

Multi Asset Allocation

avg Sharpe 0.99
  1. 1WhiteOak Capital Multi Asset Allocation Fund2.11
  2. 2DSP Multi Asset Allocation Fund1.50
  3. 3Nippon India Multi Asset Allocation Fund1.30

Arbitrage

avg Sharpe 1.25
  1. 1Invesco India Arbitrage Fund2.00
  2. 2Kotak Arbitrage Fund1.83
  3. 3Tata Arbitrage Fund1.78

Contra

avg Sharpe 0.55
  1. 1Invesco India Contra Fund0.65
  2. 2Kotak Contra Fund0.61
  3. 3SBI Contra Fund0.40

Dividend Yield

avg Sharpe 0.49
  1. 1LIC MF Dividend Yield Fund0.81
  2. 2ICICI Prudential Dividend Yield Fund0.70
  3. 3UTI Dividend Yield Fund0.57

Conservative Hybrid

avg Sharpe 0.42
  1. 1Nippon India Conservative Hybrid Fund1.11
  2. 2Parag Parikh Conservative Hybrid Fund0.83
  3. 3ICICI Prudential Conservative Hybrid Fund0.73

Equity Savings

avg Sharpe 0.51
  1. 1Edelweiss Equity Savings Fund1.31
  2. 2HSBC Equity Savings Fund0.87
  3. 3Mirae Asset Equity Savings Fund0.79

Retirement

avg Sharpe 0.35
  1. 1ICICI Prudential Retirement Fund - Pure Equity0.89
  2. 2ICICI Prudential Retirement Fund - Hybrid Aggressive0.83
  3. 3Aditya Birla Sun Life Retirement Fund-The 30s Plan0.76

Children's

avg Sharpe 0.38
  1. 1SBI Children's Fund - Investment Plan1.09
  2. 2SBI Children's Fund - Savings Plan1.01
  3. 3ICICI Prudential Children's Fund0.50

Highest 3-year Sharpe ratio, Direct Growth plans; risk-free rate the CRISIL Overnight Index. Past performance does not indicate future returns.