Mutual fund name

Kotak Opportunities Regular Plan

Sundaram Taxsaver
JM Basic Fund
JP Morgan India Equity Fund
Baroda Pioneer Balance Fund

Type
Equity diversified - Multi Cap
Tax Saving
Thematic - Inrastructure
Equity diversified - Large Cap
Balanced

Treynor ratio
Value
Rank
17.97
1
16.59
3
16.77
2
15.57
4
11.24
5

Sharpe Ratio
Value
Rank
1.12
1
1.03
2
1.02
3
0.98
4
0.88
5

Alpha
Value
Rank
8.11
2
7.40
3
9.40
1
5.71
4
3.11
5

Expense ratio
Value
Rank
2.73
3
2.50
1
2.84
5
2.52
2
2.80
4

Beta
Value
Rank
0.99
2
1.08
3
1.34
4
0.98
1
0.99
2

Std Dev
Value
Rank
15.88
3
17.40
4
22.03
5
15.57
2
12.64
1

R squared
Value
Rank
0.92
4
0.90
2
0.87
1
0.93
5
0.91
3

Name: Aditya Rajendra Patil

Roll No: 39
PGDM - Business Design (2015-2017)
WeSchool, Mumbai