Mutual Fund risk adjusted returns ranking
| Scheme Name | Launch Date | AUM (Crore) | TER (%) | Sharpe Ratio | Quartile Rank - Sharpe | Alpha | Quartile Rank - Alpha |
|---|---|---|---|---|---|---|---|
| ABSL Infra Gr | 17-03-2006 | 1,217.51 | 2.26 | 1.4 | Bottom Quartile | 4.1 | Bottom Quartile |
| Bandhan Infra Reg Gr | Invest Online | 08-03-2011 | 1,582.91 | 2.13 | 1.61 | Lower Middle Quartile | 9.13 | Lower Middle Quartile |
| Bank of India Mfg & Infra Gr | Invest Online | 05-03-2010 | 402.97 | 2.41 | 1.58 | Lower Middle Quartile | 5.87 | Lower Middle Quartile |
| Canara Robeco Infra Reg Gr | Invest Online | 02-12-2005 | 787.53 | 2.38 | 1.75 | Upper Middle Quartile | 11.38 | Upper Middle Quartile |
| DSP India TIGER Fund Reg Gr | 11-06-2004 | 4,882.09 | 1.94 | 1.83 | Upper Middle Quartile | 18.7 | Top Quartile |
| Franklin Build India Gr | 04-09-2009 | 2,738.26 | 2.01 | 1.79 | Upper Middle Quartile | 9.54 | Upper Middle Quartile |
| HDFC Infra Gr | 10-03-2008 | 2,298.16 | 2.08 | 1.69 | Lower Middle Quartile | 15.31 | Top Quartile |
| HSBC Infrastructure Fund Reg Gr | 01-01-2013 | 2,779.83 | 2.04 | 1.71 | Lower Middle Quartile | 9.18 | Lower Middle Quartile |
| ICICI Pru Infra Gr | 31-08-2005 | 5,693.78 | 1.91 | 2.09 | Top Quartile | 12.6 | Top Quartile |
| Invesco India Infra Gr | 21-11-2007 | 1,464.43 | 2.1 | 1.73 | Lower Middle Quartile | 10.57 | Upper Middle Quartile |
| Kotak Infra & Economic Reform Fund Standard Gr | Invest Online | 25-02-2008 | 2,268.87 | 2.0 | 2.06 | Top Quartile | 11.47 | Top Quartile |
| LIC MF Infra Reg Gr | Invest Online | 29-02-2008 | 425.83 | 2.49 | 1.95 | Top Quartile | 12.47 | Top Quartile |
| Nippon India Power & Infra Gr Gr | 01-05-2004 | 6,671.44 | 1.88 | 1.88 | Top Quartile | 9.11 | Lower Middle Quartile |
| Quant Infra Gr | 31-08-2007 | 3,867.84 | 1.88 | 1.47 | Bottom Quartile | 4.51 | Bottom Quartile |
| SBI Infra Reg Gr | Invest Online | 06-07-2007 | 3,835.27 | 1.94 | 1.94 | Top Quartile | 8.73 | Lower Middle Quartile |
| Sundaram Infra Advtg (Erstwhile Sundaram Capex Opp) Reg Gr | 29-09-2005 | 1,044.26 | 2.35 | 1.46 | Bottom Quartile | 3.34 | Bottom Quartile |
| Tata Infra Reg Gr | 31-12-2004 | 2,479.94 | 2.06 | 1.83 | Upper Middle Quartile | 10.83 | Upper Middle Quartile |
| Taurus Infra Reg Gr | 05-03-2007 | 9.97 | 2.48 | 1.2 | Bottom Quartile | 0.77 | Bottom Quartile |
| UTI Infra Gr | 01-08-2005 | 2,410.09 | 2.15 | 1.42 | Bottom Quartile | 2.36 | Bottom Quartile |
Quartile rankings are a measure of how well a mutual fund has performed against all other funds in its category. The rankings range from "Top Quartile" to "Bottom Quartile" for all time periods covered in our drop down menu above. Mutual funds with the lowest volatility in the chosen time period are assigned to "Top Quartile", whereas those with the highest volatility are assigned to "Bottom Quartile". Volatility of a fund is measured in terms of annualized standard deviation of monthly rolling returns over the period selected by the user (from the drop down menu). Quartile rankings are compiled by sorting funds in ascending order of volatilities. Funds in the top 25% are assigned the ranking of "Top Quartile", the next 25% are assigned a ranking of "Upper Middle Quartile", the next 25% after that are assigned a ranking of "Lower Middle Quartile" and the lowest 25% are assigned the ranking of "Bottom Quartile".
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