| Category | Funds | 1Y | 3Y CAGR | 5Y CAGR | Vol 1Y | Sharpe |
|---|---|---|---|---|---|---|
| Aggressive Hybrid | 31 | -1.26% | 10.04% | 9.15% | 10.7% | 0.37 |
| Arbitrage | 39 | 6.61% | 7.28% | 6.74% | 1.3% | 1.09 |
| Balanced Advantage | 37 | 0.36% | 8.79% | 8.39% | 8.9% | 0.37 |
| Balanced Hybrid | 4 | 2.90% | — | — | 7.5% | — |
| Conservative Hybrid | 18 | 2.25% | 7.75% | 7.37% | 3.7% | 0.42 |
| Equity Savings | 23 | 2.91% | 8.07% | 7.54% | 5.0% | 0.41 |
| Multi Asset Allocation | 36 | 6.41% | 13.42% | 12.56% | 11.6% | 0.82 |
Median across Direct-plan Growth funds of each category.
| Fund | Category | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF INDIA AGGRESSIVE HYBRID FUND Bank of India Mutual Fund |
Aggressive Hybrid | 46.87 | 1.82% | 16.97% | 13.57% | 16.01% | 14.56% | 0.66 | 13.2% | 0.86% | 224 | 1/31 |
| 360 ONE Multi Asset Allocation Fund 360 ONE Mutual Fund |
Multi Asset Allocation | 12.15 | 0.05% | 4.60% | 13.22% | — | — | — | 12.4% | 0.60% | 64 | 1/36 |
| Kotak Multi Asset Allocation Fund Kotak Mahindra Mutual Fund |
Multi Asset Allocation | 16.11 | -1.57% | 4.86% | 10.24% | — | — | — | 15.6% | 0.64% | 1,545 | 2/36 |
| BANDHAN MULTI ASSET ALLOCATION FUND Bandhan Mutual Fund |
Multi Asset Allocation | 14.37 | -1.49% | 6.20% | 9.37% | — | — | — | 10.5% | 0.80% | 164 | 3/36 |
| WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital Mutual Fund |
Multi Asset Allocation | 16.45 | 1.29% | 6.75% | 9.19% | 16.52% | — | 1.79 | 7.1% | 0.64% | 1,660 | 4/36 |
| Bank of India Multi Asset Allocation Fund Bank of India Mutual Fund |
Multi Asset Allocation | 12.84 | -0.11% | 7.03% | 8.87% | — | — | — | 9.2% | 1.11% | 10 | 5/36 |
| UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi Mutual Fund |
Balanced Advantage | 11.35 | 2.22% | 4.77% | 8.62% | — | — | — | 0.9% | 1.40% | — | 1/37 |
| DSP Multi Asset Allocation Fund DSP Mutual Fund |
Multi Asset Allocation | 16.20 | -2.20% | 2.45% | 8.47% | 17.42% | — | 1.28 | 10.9% | 0.63% | 1,903 | 6/36 |
| Mahindra Manulife Multi Asset Allocation Fund Mahindra Manulife Mutual Fund |
Multi Asset Allocation | 14.02 | -1.03% | 5.54% | 8.34% | — | — | — | 10.4% | 0.60% | 44 | 7/36 |
| quant Equity Savings Fund quant Mutual Fund |
Equity Savings | 10.91 | 1.54% | 9.98% | 8.09% | — | — | — | 6.3% | 1.99% | 28 | 1/23 |
Compare within a category for a fair ranking; open a category above.
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
