THE FINREASON // QUANTITATIVE MUTUAL FUND SCREENER

Institutional Alpha Desk & Attribution Directory

Algorithmic evaluation of active mutual fund mandates ranked by Information Ratio (manager skill consistency), risk-adjusted Sharpe efficiency, and rolling benchmark outperformance.

Covered Mandates 15 Schemes
Mean Desk IR 1.38
Mean 3Y Alpha +4.86%
Mandate Filter:
Quantitative Sort:
Small Cap Direct
Net Assets (AUM) ₹45,000 Cr

Nippon India Small Cap

Benchmark: Nifty Smallcap 250 TRI • FM: Samir Rachh
IR Score Skill
1.45
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.82
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
42.5%
38.2%
+4.3%
3Y CAGR
31.2%
27.5%
+3.7%
Max Drawdown
-14.20%
Portfolio Beta
0.88
Expense (TER)
0.85%
Cap Curve: L: 5% • M: 20% • S: 75%
Quantitative Attribution Note DESK ABSTRACT
हमने 30 अन्य फंड्स को रिजेक्ट किया क्योंकि यह फंड हाई ग्रोथ के साथ सबसे कम वोलैटिलिटी देता है। HNI वेल्थ प्रिजर्वेशन के लिए य...
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Small Cap Direct
Net Assets (AUM) ₹15,000 Cr

Quant Small Cap Fund

Benchmark: Nifty Smallcap 250 TRI • FM: Sandeep Tandon
IR Score Skill
1.6
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.75
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
55.4%
38.2%
+17.2%
3Y CAGR
35.8%
27.5%
+8.3%
Max Drawdown
-18.50%
Portfolio Beta
1.15
Expense (TER)
0.77%
Cap Curve: L: 12% • M: 18% • S: 70%
Quantitative Attribution Note DESK ABSTRACT
अगर आप शॉर्ट-टर्म वोलैटिलिटी (उतार-चढ़ाव) बर्दाश्त कर सकते हैं, तो यह फंड आपके पोर्टफोलियो में सबसे बड़ा अल्फा जनरेट करके देग...
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Small Cap Direct
Net Assets (AUM) ₹22,000 Cr

SBI Small Cap Fund

Benchmark: Nifty Smallcap 250 TRI • FM: R. Srinivasan
IR Score Skill
1.25
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.9
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
35.1%
38.2%
-3.1%
3Y CAGR
26.5%
27.5%
-1%
Max Drawdown
-12.10%
Portfolio Beta
0.75
Expense (TER)
0.84%
Cap Curve: L: 2% • M: 25% • S: 73%
Quantitative Attribution Note DESK ABSTRACT
स्मॉल-कैप में रिस्क बहुत होता है। हमने इस फंड को इसलिए चुना ताकि एक आम निवेशक रातों की नींद खराब किए बिना वेल्थ बना सके।
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Mid Cap Direct
Net Assets (AUM) ₹12,500 Cr

Motilal Oswal Midcap Fund

Benchmark: Nifty Midcap 150 TRI • FM: Niket Shah
IR Score Skill
1.52
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.88
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
58.2%
42.5%
+15.7%
3Y CAGR
39.4%
31.2%
+8.2%
Max Drawdown
-13.80%
Portfolio Beta
0.92
Expense (TER)
0.65%
Cap Curve: L: 15% • M: 70% • S: 15%
Quantitative Attribution Note DESK ABSTRACT
अगर आपको मिडकैप में एक 'ट्रू एक्टिव' और फोकस्ड फंड चाहिए, तो मोतीलाल ओसवाल हमारी पहली पसंद है।
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Mid Cap Direct
Net Assets (AUM) ₹7,800 Cr

Quant Mid Cap Fund

Benchmark: Nifty Midcap 150 TRI • FM: Sandeep Tandon
IR Score Skill
1.65
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.72
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
62.1%
42.5%
+19.6%
3Y CAGR
41.5%
31.2%
+10.3%
Max Drawdown
-19.20%
Portfolio Beta
1.10
Expense (TER)
0.76%
Cap Curve: L: 18% • M: 65% • S: 17%
Quantitative Attribution Note DESK ABSTRACT
शॉर्ट टर्म वोलैटिलिटी से न डरने वाले और अग्रेसिव (Aggressive) इन्वेस्टर्स के लिए यह एक 'मस्ट-हैव' अल्फा जनरेटर है।
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Mid Cap Direct
Net Assets (AUM) ₹65,000 Cr

HDFC Mid-Cap Opportunities

Benchmark: Nifty Midcap 150 TRI • FM: Chirag Setalvad
IR Score Skill
1.1
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.95
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
45.5%
42.5%
+3%
3Y CAGR
29.8%
31.2%
-1.4%
Max Drawdown
-11.50%
Portfolio Beta
0.85
Expense (TER)
0.82%
Cap Curve: L: 10% • M: 75% • S: 15%
Quantitative Attribution Note DESK ABSTRACT
अगर आपके पास बड़ी पूंजी है और आप मिडकैप में 'कैपिटल प्रोटेक्शन' चाहते हैं, तो HDFC से बेहतर और सुरक्षित कुछ नहीं।
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Large Cap Direct
Net Assets (AUM) ₹28,000 Cr

Nippon India Large Cap Fund

Benchmark: Nifty 100 TRI • FM: Sailesh Raj Bhan
IR Score Skill
1.25
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.65
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
36.5%
32.4%
+4.1%
3Y CAGR
25.4%
21.8%
+3.6%
Max Drawdown
-10.20%
Portfolio Beta
0.95
Expense (TER)
0.80%
Cap Curve: L: 82% • M: 15% • S: 3%
Quantitative Attribution Note DESK ABSTRACT
इंडेक्स फंड्स के इस दौर में, अगर कोई एक्टिव लार्ज कैप फंड आपकी फीस डिज़र्व करता है, तो वह निप्पॉन इंडिया है।
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Large Cap Direct
Net Assets (AUM) ₹55,000 Cr

ICICI Prudential Bluechip Fund

Benchmark: Nifty 100 TRI • FM: Anish Tawakley
IR Score Skill
1.15
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.75
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
34.2%
32.4%
+1.8%
3Y CAGR
23.8%
21.8%
+2%
Max Drawdown
-9.50%
Portfolio Beta
0.90
Expense (TER)
0.92%
Cap Curve: L: 88% • M: 10% • S: 2%
Quantitative Attribution Note DESK ABSTRACT
कंज़र्वेटिव इन्वेस्टर्स जो अपने फिक्स्ड डिपॉज़िट (FD) को रिप्लेस करना चाहते हैं, उनके लिए यह एक परफेक्ट कोर-फंड है।
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Large Cap Direct
Net Assets (AUM) ₹1,200 Cr

Quant Large Cap Fund

Benchmark: Nifty 100 TRI • FM: Sandeep Tandon
IR Score Skill
1.4
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.55
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
42.5%
32.4%
+10.1%
3Y CAGR
28.5%
21.8%
+6.7%
Max Drawdown
-12.80%
Portfolio Beta
1.05
Expense (TER)
0.75%
Cap Curve: L: 75% • M: 20% • S: 5%
Quantitative Attribution Note DESK ABSTRACT
लार्ज कैप में एक्स्ट्रा 3-4% अल्फा कमाने की चाहत रखने वाले अग्रेसिव इन्वेस्टर्स के लिए यह एक बेहतरीन टूल है।
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Flexi Cap Direct
Net Assets (AUM) ₹68,000 Cr

Parag Parikh Flexi Cap Fund

Benchmark: Nifty 500 TRI • FM: Rajeev Thakkar
IR Score Skill
1.35
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.92
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
38.5%
36.8%
+1.7%
3Y CAGR
26.4%
24.2%
+2.2%
Max Drawdown
-11.20%
Portfolio Beta
0.82
Expense (TER)
0.62%
Cap Curve: L: 72% • M: 15% • S: 13%
Quantitative Attribution Note DESK ABSTRACT
अगर किसी निवेशक को अपनी ज़िंदगी में सिर्फ 1 म्यूच्यूअल फंड खरीदना हो, तो Parag Parikh Flexi Cap सबसे सुरक्षित और बेहतरीन विकल...
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Flexi Cap Direct
Net Assets (AUM) ₹3,500 Cr

JM Flexicap Fund

Benchmark: Nifty 500 TRI • FM: Satish Ramanathan
IR Score Skill
1.48
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.7
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
48.2%
36.8%
+11.4%
3Y CAGR
32.5%
24.2%
+8.3%
Max Drawdown
-14.50%
Portfolio Beta
0.98
Expense (TER)
0.45%
Cap Curve: L: 45% • M: 35% • S: 20%
Quantitative Attribution Note DESK ABSTRACT
जिन लोगों को एक छोटा, तेज़ और 'Under the radar' फंड चाहिए जो बड़े अल्फा दे सके, उनके लिए यह शानदार है।
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Flexi Cap Direct
Net Assets (AUM) ₹52,000 Cr

HDFC Flexi Cap Fund

Benchmark: Nifty 500 TRI • FM: Roshi Jain
IR Score Skill
1.15
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.85
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
39.4%
36.8%
+2.6%
3Y CAGR
28.2%
24.2%
+4%
Max Drawdown
-12.00%
Portfolio Beta
0.95
Expense (TER)
0.85%
Cap Curve: L: 78% • M: 15% • S: 7%
Quantitative Attribution Note DESK ABSTRACT
कंज़र्वेटिव इन्वेस्टर्स जो वैल्यू इन्वेस्टिंग में विश्वास रखते हैं, उनके लिए यह एक बेहतरीन चॉइस है।
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Multi Cap Direct
Net Assets (AUM) ₹32,000 Cr

Nippon India Multi Cap Fund

Benchmark: Nifty 500 Multicap 50:25:25 • FM: Sailesh Raj Bhan
IR Score Skill
1.42
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.8
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
45.5%
41.2%
+4.3%
3Y CAGR
32.8%
28.5%
+4.3%
Max Drawdown
-13.50%
Portfolio Beta
0.95
Expense (TER)
0.80%
Cap Curve: L: 45% • M: 28% • S: 27%
Quantitative Attribution Note DESK ABSTRACT
अगर आप बिना सिरदर्दी के तीनों मार्केट कैप (Large, Mid, Small) का फायदा एक ही फंड में चाहते हैं, तो यह बेस्ट है।
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Multi Cap Direct
Net Assets (AUM) ₹4,200 Cr

Mahindra Manulife Multi Cap

Benchmark: Nifty 500 Multicap 50:25:25 • FM: Fatema Pacha
IR Score Skill
1.38
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.75
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
47.2%
41.2%
+6%
3Y CAGR
34.5%
28.5%
+6%
Max Drawdown
-14.80%
Portfolio Beta
1.02
Expense (TER)
0.75%
Cap Curve: L: 42% • M: 30% • S: 28%
Quantitative Attribution Note DESK ABSTRACT
अग्रेसिव इन्वेस्टर्स जो एक उभरते हुए (Emerging) मल्टी-कैप फंड को अपने पोर्टफोलियो में रखना चाहते हैं।
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Multi Cap Direct
Net Assets (AUM) ₹9,500 Cr

Quant Active Fund

Benchmark: Nifty 500 Multicap 50:25:25 • FM: Sandeep Tandon
IR Score Skill
1.55
Consistency Bench >0.5
Sharpe Ratio Risk-Adj
1.65
Efficiency Bench >1.0
Horizon
Fund (%)
Bench (%)
Net Alpha
1 Year
52.4%
41.2%
+11.2%
3Y CAGR
36.2%
28.5%
+7.7%
Max Drawdown
-17.50%
Portfolio Beta
1.12
Expense (TER)
0.72%
Cap Curve: L: 40% • M: 32% • S: 28%
Quantitative Attribution Note DESK ABSTRACT
अगर आप वोलैटिलिटी से नहीं डरते और सिर्फ 'Absolute Returns' चाहते हैं, तो Quant Active का कोई मुकाबला नहीं।
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Quantitative Screening Methodology & Regulatory Notice: The FinReason Alpha Desk is an algorithmic data aggregation and quantitative attribution tool. Metrics including Information Ratio (IR), Sharpe Ratio, Beta, and Maximum Drawdown are computed from historical NAV time-series and public AMFI disclosures strictly for informational and academic study. Nothing on this desk constitutes personalized investment advice, a fund recommendation, or a solicitation to buy/sell any mutual fund units.
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