Portfolio Composition
Portfolio Statistics
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Row
Row
Row
Row
MF Performance Analytics
Column
Schemes by AUM
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1 Yr
3 Yr
5 Yr
10 Yr
YTD
CAGR
Ann. Return
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AUM Vs Returns 1 Yr
Technical Analysis
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Standard Deviation
Beta
Alpha
Treynor
R Squared
Tentative Recommendations
Based on the criteria for increasing allocation and prioritizing factors in the order of Alpha, 5-Year Returns, 3-Year Returns, 1-Year Returns, Standard Deviation, and Sharpe Ratio, here are the 8 best mutual funds to consider:
Scheme Name | Alpha (%) | 5-Year Return (%) | 3-Year Return (%) | 1-Year Return (%) | Standard Deviation (%) | Sharpe Ratio |
|---|---|---|---|---|---|---|
Aditya Birla Sunlife PSU Equity Fund | 13.8 | 14.6 | 21.8 | 27.3 | 13.8 | 2.40 |
Kotak Emerging Equity Fund | 13.2 | 14.7 | 24.3 | 16.8 | 19.2 | 0.85 |
Motilal Oswal Midcap Fund | 21.3 | 14.9 | 23.5 | 18.7 | 15.6 | 0.83 |
Parag Parikh Flexi Cap Fund | 15.1 | 18.0 | 25.2 | 21.3 | 16.9 | 0.92 |
Summary
These funds have been selected based on a combination of high Alpha, strong returns over multiple periods, lower Standard Deviation, and relatively high Sharpe Ratios. This approach ensures that you are investing in funds that provide strong returns with an acceptable level of risk-adjusted performance.