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Reliance Equity Hybrid Fund-Growth

Description:

The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 12.58% 0.53 -46.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 12.58%
Sharpe 0.53
DD -46.90%
Risk Score
1 2 3 4 5

Canara Robeco Equity Hybrid Fund - Regular Plan-Growth

Description:

The scheme seeks to build a balanced portfolio, which would provide a combination of high annual return and capital appreciation. The scheme was made open-ended from March 2000.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 11.31% 0.42 -49.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 11.31%
Sharpe 0.42
DD -49.51%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Equity Hybrid '95 Fund-Growth

Description:

The scheme seeks to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of dividend.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 18.81% 0.80 -55.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 18.81%
Sharpe 0.80
DD -55.22%
Risk Score
1 2 3 4 5

HDFC Prudence Fund-Dividend Monthly

Description:

The scheme seeks periodic returns and long-term capital appreciation from a balanced portfolio of debt and equity.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity-oriented 20.06% 1.28 -51.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity-oriented
Performance 20.06%
Sharpe 1.28
DD -51.50%
Risk Score
1 2 3 4 5

UTI Hybrid Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 18.93% 0.90 -47.78%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 18.93%
Sharpe 0.90
DD -47.78%
Risk Score
1 2 3 4 5

Principal Hybrid Equity Fund-Growth

Description:

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 10.44% 0.34 -52.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 10.44%
Sharpe 0.34
DD -52.54%
Risk Score
1 2 3 4 5

L&T Hybrid Equity Fund-Growth

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments to help generating funds in the long term to save for the cost of children's education.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 12.46% 0.76 -16.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 12.46%
Sharpe 0.76
DD -16.95%
Risk Score
1 2 3 4 5

HDFC Prudence Fund-Growth

Description:

The scheme seeks periodic returns and long-term capital appreciation from a balanced portfolio of debt and equity.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity-oriented 20.29% 1.30 -51.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity-oriented
Performance 20.29%
Sharpe 1.30
DD -51.51%
Risk Score
1 2 3 4 5

HDFC Balanced Fund-Growth

Description:

The scheme seeks to generate capital appreciation with current income from a combined portfolio of equity and debt instruments. Under normal circumstances the scheme would take 60 % exposure to equity instruments while the balance would be allocated to debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity-oriented 15.76% 1.15 -44.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity-oriented
Performance 15.76%
Sharpe 1.15
DD -44.67%
Risk Score
1 2 3 4 5

ICICI Prudential Equity & Debt Fund-Dividend Monthly

Description:

The scheme seeks to generate long-term capital appreciation and current income by investing in a portfolio that is investing in equities and related securities as well as fixed income and money market securities. The approximate allocation to equity would be in the range of 60-80 per cent with a minimum of 51 per cent, and the approximate debt allocation is 40-49 per cent, with a minimum of 20 per cent.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.73% 0.54 -53.76%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.73%
Sharpe 0.54
DD -53.76%
Risk Score
1 2 3 4 5

DSP Equity & Bond Fund-Growth

Description:

The scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.87% 0.60 -44.08%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.87%
Sharpe 0.60
DD -44.08%
Risk Score
1 2 3 4 5

Mirae Asset Hybrid Equity Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 9.27% 0.42 -12.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 9.27%
Sharpe 0.42
DD -12.36%
Risk Score
1 2 3 4 5

ICICI Prudential Equity & Debt Fund-Growth

Description:

The scheme seeks to generate long-term capital appreciation and current income by investing in a portfolio that is investing in equities and related securities as well as fixed income and money market securities. The approximate allocation to equity would be in the range of 60-80 per cent with a minimum of 51 per cent, and the approximate debt allocation is 40-49 per cent, with a minimum of 20 per cent.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.82% 0.55 -53.45%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.82%
Sharpe 0.55
DD -53.45%
Risk Score
1 2 3 4 5

SBI Equity Hybrid Fund-Growth

Description:

The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 16.29% 0.62 -71.48%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 16.29%
Sharpe 0.62
DD -71.48%
Risk Score
1 2 3 4 5

UTI Hybrid Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 18.38% 0.87 -47.71%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 18.38%
Sharpe 0.87
DD -47.71%
Risk Score
1 2 3 4 5

HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan-Growth

Description:

The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 17.45% 1.39 -9.32%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 17.45%
Sharpe 1.39
DD -9.32%
Risk Score
1 2 3 4 5

UTI Children's Career Fund-Savings Plan - Regular Plan-Dividend

Description:

The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Balanced Hybrid 16.10% 1.06 -25.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 16.10%
Sharpe 1.06
DD -25.15%
Risk Score
1 2 3 4 5

ICICI Prudential Equity & Debt Fund-Dividend Yearly

Description:

The scheme seeks to generate long-term capital appreciation and current income by investing in a portfolio that is investing in equities and related securities as well as fixed income and money market securities. The approximate allocation to equity would be in the range of 60-80 per cent with a minimum of 51 per cent, and the approximate debt allocation is 40-49 per cent, with a minimum of 20 per cent.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.60% 0.91 -9.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.60%
Sharpe 0.91
DD -9.05%
Risk Score
1 2 3 4 5

ICICI Prudential Child Care Fund - Gift Plan-Growth

Description:

The plan seeks to generate capital appreciation by creating a portfolio that is invested in equity and equity related securities (65-100%), and debt and money market instruments, securitised Debt & Cash (including money at call) 0-35%.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 15.60% 0.71 -67.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 15.60%
Sharpe 0.71
DD -67.41%
Risk Score
1 2 3 4 5

UTI Smart Woman Savings Plan-Growth

Description:

To invest in a portfolio of equity/equity related securities and debt and money market instrument with a view to generate reasonable income with moderate capital appreciation. The asset allocation will be Debt: Minimum 70% Maximum 100% Equity: Minimum 0%, Maximum 30%.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Debt-oriented Aggressive 12.06% 1.07 -13.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Debt-oriented Aggressive
Performance 12.06%
Sharpe 1.07
DD -13.42%
Risk Score
1 2 3 4 5

UTI Retirement Benefit Pension Fund - Regular Plan-Growth

Description:

The scheme seeks to generate a corpus to provide for pension in the form of periodical income / cash flow to the unit holders to the extent of redemption value of their holding after the age of 58 years by investing in a mix of securities comprising of debt & money market instruments and equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Balanced Hybrid 10.55% 0.64 -22.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 10.55%
Sharpe 0.64
DD -22.14%
Risk Score
1 2 3 4 5

UTI CRTS 81 Fund-Growth

Description:

Open-ended debt oriented Income Scheme with an objective of investing not more than 30% of the funds in equity an equity related instrument and the balance in debt and money market instruments with low to medium risk profile. The scheme is catering to the investment needs of charitable, religious and educational trusts as well as registered societies with the goal of providing regular income.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Debt-oriented Aggressive 10.67% 0.95 -17.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Debt-oriented Aggressive
Performance 10.67%
Sharpe 0.95
DD -17.89%
Risk Score
1 2 3 4 5

ICICI Prudential Balanced Advantage Fund-Growth

Description:

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 10.25% 0.40 -45.06%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 10.25%
Sharpe 0.40
DD -45.06%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Regular Savings Fund-Growth

Description:

The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.22% 0.75 -23.27%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.22%
Sharpe 0.75
DD -23.27%
Risk Score
1 2 3 4 5

ICICI Prudential Regular Savings Fund-Growth

Description:

The scheme seeks to generate long-term capital appreciation by investments in money market and debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.71% 0.82 -22.45%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.71%
Sharpe 0.82
DD -22.45%
Risk Score
1 2 3 4 5

UTI Children's Career Fund-Investment Plan - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 8.56% 0.69 -26.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.56%
Sharpe 0.69
DD -26.20%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Equity Hybrid '95 Fund-Dividend

Description:

The scheme seeks to generate long term growth of capital and current income, through a portfolio investing in equity, debt and money market securities. The secondary objective is income generation and distribution of dividend.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 19.14% 0.84 -55.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 19.14%
Sharpe 0.84
DD -55.22%
Risk Score
1 2 3 4 5

Reliance Equity Hybrid Fund-Dividend

Description:

The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 17.03% 0.97 -24.96%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 17.03%
Sharpe 0.97
DD -24.96%
Risk Score
1 2 3 4 5

Reliance Equity Hybrid Fund-Dividend Quarterly

Description:

The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 15.40% 0.92 -13.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 15.40%
Sharpe 0.92
DD -13.20%
Risk Score
1 2 3 4 5

Tata Retirement Savings Fund - Moderate Plan - Regular Plan-Growth

Description:

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 15.07% 0.92 -14.63%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 15.07%
Sharpe 0.92
DD -14.63%
Risk Score
1 2 3 4 5

Tata Hybrid Equity Fund - Regular Plan-Growth

Description:

The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 15.01% 0.59 -51.61%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 15.01%
Sharpe 0.59
DD -51.61%
Risk Score
1 2 3 4 5

ICICI Prudential Balanced Advantage Fund-Dividend Monthly

Description:

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 12.65% 0.97 -11.49%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 12.65%
Sharpe 0.97
DD -11.49%
Risk Score
1 2 3 4 5

Franklin India Equity Hybrid Fund-Growth

Description:

The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.57% 0.57 -44.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.57%
Sharpe 0.57
DD -44.34%
Risk Score
1 2 3 4 5

DHFL Pramerica Hybrid Equity Fund-Growth

Description:

The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.07% 0.40 -62.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.07%
Sharpe 0.40
DD -62.52%
Risk Score
1 2 3 4 5

Franklin India Pension Fund-Growth

Description:

The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Balanced Hybrid 12.51% 0.97 -29.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 12.51%
Sharpe 0.97
DD -29.15%
Risk Score
1 2 3 4 5

DHFL Pramerica Hybrid Equity Fund - Wealth Plan-Growth

Description:

The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 11.25% 0.42 -34.61%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 11.25%
Sharpe 0.42
DD -34.61%
Risk Score
1 2 3 4 5

L&T Dynamic Equity Fund-Growth

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments arbitrage opportunities in the cash and derivative segments of the equity markets.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 11.43% 0.70 -14.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 11.43%
Sharpe 0.70
DD -14.34%
Risk Score
1 2 3 4 5

Sundaram Equity Hybrid Fund - Regular Plan-Growth

Description:

The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 11.72% 0.46 -50.84%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 11.72%
Sharpe 0.46
DD -50.84%
Risk Score
1 2 3 4 5

UTI Smart Woman Savings Plan-Dividend

Description:

To invest in a portfolio of equity/equity related securities and debt and money market instrument with a view to generate reasonable income with moderate capital appreciation. The asset allocation will be Debt: Minimum 70% Maximum 100% Equity: Minimum 0%, Maximum 30%.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Debt-oriented Aggressive 12.06% 1.07 -13.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Debt-oriented Aggressive
Performance 12.06%
Sharpe 1.07
DD -13.42%
Risk Score
1 2 3 4 5

Baroda Pioneer Hybrid Equity Fund-Growth

Description:

The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, highly rated debt portfolio and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 11.17% 0.37 -56.74%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 11.17%
Sharpe 0.37
DD -56.74%
Risk Score
1 2 3 4 5

JM Equity Hybrid Fund-Growth

Description:

The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 11.36% 0.40 -64.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 11.36%
Sharpe 0.40
DD -64.89%
Risk Score
1 2 3 4 5

Motilal Oswal Dynamic Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 7.05% 0.29 -7.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 7.05%
Sharpe 0.29
DD -7.99%
Risk Score
1 2 3 4 5

IDBI Hybrid Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 4.76% -0.03 -14.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 4.76%
Sharpe -0.03
DD -14.28%
Risk Score
1 2 3 4 5

ICICI Prudential Balanced Advantage Fund-Dividend

Description:

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 10.29% 0.41 -45.11%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 10.29%
Sharpe 0.41
DD -45.11%
Risk Score
1 2 3 4 5

ICICI Prudential Equity & Debt Fund-Dividend Half Yearly

Description:

The scheme seeks to generate long-term capital appreciation and current income by investing in a portfolio that is investing in equities and related securities as well as fixed income and money market securities. The approximate allocation to equity would be in the range of 60-80 per cent with a minimum of 51 per cent, and the approximate debt allocation is 40-49 per cent, with a minimum of 20 per cent.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 10.16% 0.51 -13.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 10.16%
Sharpe 0.51
DD -13.62%
Risk Score
1 2 3 4 5

Reliance Equity Hybrid Fund-Dividend Monthly

Description:

The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 6.97% 0.20 -11.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 6.97%
Sharpe 0.20
DD -11.44%
Risk Score
1 2 3 4 5

HDFC Hybrid Debt Fund-Growth

Description:

The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.82% 0.88 -17.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.82%
Sharpe 0.88
DD -17.24%
Risk Score
1 2 3 4 5

UTI Unit Linked Insurance Plan-Dividend

Description:

An open-ended balance fund with an objective of investing not more than 40% of the funds in equity and equity related instrument and balance in debt and money market instruments with low to medium risk profile. Investment by and individual in the scheme is eligible for deduction from the income under section 80C of the IT Act 1661. In addition the scheme also offers Life Insurance and Accident Insurance cover.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 9.89% 0.63 -22.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 9.89%
Sharpe 0.63
DD -22.79%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Regular Savings Fund-Dividend Monthly

Description:

The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.17% 0.74 -23.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.17%
Sharpe 0.74
DD -23.40%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Regular Savings Fund-Monthly Payment

Description:

The scheme primarily seeks to generate regular income through a predominant exposure to debt and money market instruments. It also aims at capital growth through an equity exposure of maximum 25 per cent.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.22% 0.67 -23.27%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.22%
Sharpe 0.67
DD -23.27%
Risk Score
1 2 3 4 5

ICICI Prudential Regular Savings Fund-Dividend Half Yearly

Description:

The scheme seeks to generate long-term capital appreciation by investments in money market and debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.37% 0.98 -8.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.37%
Sharpe 0.98
DD -8.24%
Risk Score
1 2 3 4 5

Tata Retirement Savings Fund - Conservative Plan - Regular Plan-Growth

Description:

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.05% 0.96 -5.92%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.05%
Sharpe 0.96
DD -5.92%
Risk Score
1 2 3 4 5

ICICI Prudential Regular Savings Fund-Dividend Quarterly

Description:

The scheme seeks to generate long-term capital appreciation by investments in money market and debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.41% 0.99 -8.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.41%
Sharpe 0.99
DD -8.24%
Risk Score
1 2 3 4 5

ICICI Prudential Regular Savings Fund-Dividend Monthly

Description:

The scheme seeks to generate long-term capital appreciation by investments in money market and debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.72% 0.82 -22.45%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.72%
Sharpe 0.82
DD -22.45%
Risk Score
1 2 3 4 5

ICICI Prudential Balanced Advantage Fund-Dividend Quarterly

Description:

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 8.42% 0.46 -11.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 8.42%
Sharpe 0.46
DD -11.50%
Risk Score
1 2 3 4 5

Axis Children's Gift - Regular Plan-Compulsory Lock In Growth

Description:

The scheme seeks to generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Balanced Hybrid 6.44% 0.18 -11.91%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 6.44%
Sharpe 0.18
DD -11.91%
Risk Score
1 2 3 4 5

Axis Children's Gift - Regular Plan-No Lock In Growth

Description:

The scheme seeks to generate income by investing in debt & money market instruments along with long-term capital appreciation through investments in equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Balanced Hybrid 6.44% 0.18 -11.91%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 6.44%
Sharpe 0.18
DD -11.91%
Risk Score
1 2 3 4 5

DSP Regular Savings Fund-Growth

Description:

The scheme seeks to generate attractive return, consistent with prudent risk, from a portfolio comprising substantially of quality debt securities. It also aims to generate capital appreciation by investing up to 10 per cent its corpus in equity of 100 largest corporates by market capitalization, listed in India.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 8.69% 0.83 -8.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 8.69%
Sharpe 0.83
DD -8.24%
Risk Score
1 2 3 4 5

IDFC Asset Allocation Fund - Moderate Plan - Regular Plan-Growth

Description:

The scheme seeks to provide diversification across asset classes and generate a mix of capital appreciation and income predominantly through investment in equity funds and debt funds of IDFC Mutual Fund based on a defined asset allocation model.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 8.93% 0.95 -6.12%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 8.93%
Sharpe 0.95
DD -6.12%
Risk Score
1 2 3 4 5

UTI Children's Career Fund-Investment Plan - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 8.56% 0.69 -26.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.56%
Sharpe 0.69
DD -26.20%
Risk Score
1 2 3 4 5

HDFC Equity Savings Fund-Growth

Description:

The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 8.91% 2.21 -7.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 8.91%
Sharpe 2.21
DD -7.02%
Risk Score
1 2 3 4 5

LIC MF Equity Hybrid Fund-Growth

Description:

The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 8.97% 0.24 -54.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 8.97%
Sharpe 0.24
DD -54.80%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Equity Savings Fund - Regular Plan-Growth

Description:

The scheme seeks to provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 6.26% 1.15 -7.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 6.26%
Sharpe 1.15
DD -7.59%
Risk Score
1 2 3 4 5

DSP Equity Savings Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. The Scheme also intends to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 6.86% 1.50 -6.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 6.86%
Sharpe 1.50
DD -6.73%
Risk Score
1 2 3 4 5

Tata Equity Savings Fund - Regular Plan-Growth

Description:

The scheme aims to provide long term capital appreciation by investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 8.53% 2.58 -6.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 8.53%
Sharpe 2.58
DD -6.55%
Risk Score
1 2 3 4 5

Reliance Equity Savings Fund-Growth

Description:

The scheme seeks to generate income and capital appreciation by investing in arbitrage opportunities & pure equity investments along with investments in debt securities & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 6.15% 1.08 -7.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 6.15%
Sharpe 1.08
DD -7.83%
Risk Score
1 2 3 4 5

IDFC Hybrid Equity Fund - Regular Plan-Growth

Description:

The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments. The Fund also seeks to generate current income by investing in debt securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 4.40% -0.08 -11.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 4.40%
Sharpe -0.08
DD -11.50%
Risk Score
1 2 3 4 5

Kotak Equity Savings Fund - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 7.63% 2.18 -3.74%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 7.63%
Sharpe 2.18
DD -3.74%
Risk Score
1 2 3 4 5

ICICI Prudential Equity Savings Fund-Growth

Description:

The Scheme seeks to generate regular income through investments in fixed income securities and using arbitrage and other derivative Strategies. It also intends to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 7.12% 1.54 -6.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 7.12%
Sharpe 1.54
DD -6.20%
Risk Score
1 2 3 4 5

Principal Equity Savings Fund-Growth

Description:

The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 8.13% 2.15 -11.56%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 8.13%
Sharpe 2.15
DD -11.56%
Risk Score
1 2 3 4 5

Tata Hybrid Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 16.09% 0.73 -51.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 16.09%
Sharpe 0.73
DD -51.60%
Risk Score
1 2 3 4 5

SBI Equity Hybrid Fund-Dividend

Description:

The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 16.29% 0.62 -71.48%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 16.29%
Sharpe 0.62
DD -71.48%
Risk Score
1 2 3 4 5

HDFC Balanced Fund-Dividend Quarterly

Description:

The scheme seeks to generate capital appreciation with current income from a combined portfolio of equity and debt instruments. Under normal circumstances the scheme would take 60 % exposure to equity instruments while the balance would be allocated to debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity-oriented 15.77% 1.15 -44.68%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity-oriented
Performance 15.77%
Sharpe 1.15
DD -44.68%
Risk Score
1 2 3 4 5

L&T Equity Savings Fund-Growth

Description:

The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 7.58% 1.79 -5.96%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 7.58%
Sharpe 1.79
DD -5.96%
Risk Score
1 2 3 4 5

DSP Equity & Bond Fund-Dividend

Description:

The scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.92% 0.60 -44.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.92%
Sharpe 0.60
DD -44.09%
Risk Score
1 2 3 4 5

Kotak Equity Hybrid Fund - Regular Plan-Growth

Description:

The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 6.06% 0.11 -15.08%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 6.06%
Sharpe 0.11
DD -15.08%
Risk Score
1 2 3 4 5

DSP BlackRock Balanced Fund-Dividend Quarterly

Description:

The scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity-oriented 13.94% 1.26 -15.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity-oriented
Performance 13.94%
Sharpe 1.26
DD -15.55%
Risk Score
1 2 3 4 5

Franklin India Equity Hybrid Fund-Dividend

Description:

The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.57% 0.57 -44.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.57%
Sharpe 0.57
DD -44.34%
Risk Score
1 2 3 4 5

DHFL Pramerica Hybrid Equity Fund-Dividend

Description:

The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.04% 0.40 -62.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.04%
Sharpe 0.40
DD -62.54%
Risk Score
1 2 3 4 5

Kotak Equity Hybrid Fund - Regular Plan-Dividend

Description:

The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 12.86% 0.53 -50.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 12.86%
Sharpe 0.53
DD -50.15%
Risk Score
1 2 3 4 5

L&T Hybrid Equity Fund-Dividend

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments to help generating funds in the long term to save for the cost of children's education.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 12.38% 0.75 -16.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 12.38%
Sharpe 0.75
DD -16.95%
Risk Score
1 2 3 4 5

L&T Dynamic Equity Fund-Dividend

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments arbitrage opportunities in the cash and derivative segments of the equity markets.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 11.74% 0.72 -14.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 11.74%
Sharpe 0.72
DD -14.34%
Risk Score
1 2 3 4 5

Axis Regular Saver Fund-Growth

Description:

The fund seeks to generate regular income through investments in debt and money market securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 7.50% 0.64 -4.71%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 7.50%
Sharpe 0.64
DD -4.71%
Risk Score
1 2 3 4 5

Franklin India Pension Fund-Dividend

Description:

The scheme seeks to generate steady returns along with tax savings through a portfolio of upto 40% in equities with the balance invested in fixed income instruments. This is to ensure relative stability and deliver superior returns.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Balanced Hybrid 12.49% 0.92 -29.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 12.49%
Sharpe 0.92
DD -29.15%
Risk Score
1 2 3 4 5

Canara Robeco Equity Hybrid Fund - Regular Plan-Dividend Monthly

Description:

The scheme seeks to build a balanced portfolio, which would provide a combination of high annual return and capital appreciation. The scheme was made open-ended from March 2000.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 12.48% 0.49 -49.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 12.48%
Sharpe 0.49
DD -49.51%
Risk Score
1 2 3 4 5

Tata Young Citizens Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate long term capital growth.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Balanced Hybrid 11.96% 0.61 -33.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 11.96%
Sharpe 0.61
DD -33.52%
Risk Score
1 2 3 4 5

Sundaram Equity Hybrid Fund - Regular Plan-Dividend

Description:

The scheme aims to provide capital appreciation and current income from a balanced portfolio of equities and fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 11.69% 0.45 -50.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 11.69%
Sharpe 0.45
DD -50.83%
Risk Score
1 2 3 4 5

Baroda Pioneer Hybrid Equity Fund-Dividend

Description:

The scheme aims to provide long term capital appreciation along with stability through a well balanced portfolio comprising of equity, equity related instruments, highly rated debt portfolio and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 11.16% 0.36 -56.49%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 11.16%
Sharpe 0.36
DD -56.49%
Risk Score
1 2 3 4 5

JM Equity Hybrid Fund-Dividend

Description:

The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 10.81% 0.37 -64.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 10.81%
Sharpe 0.37
DD -64.88%
Risk Score
1 2 3 4 5

Tata Hybrid Equity Fund - Regular Plan-Dividend Monthly

Description:

The scheme seeks steady returns from debt along with growth from equities instruments. The likely equity to debt investment ratio is 70 to 30. Earlier known as Tata Equity Growth Fund, Tata Twin Balanced has been merged in to this fund.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 10.17% 0.48 -19.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 10.17%
Sharpe 0.48
DD -19.07%
Risk Score
1 2 3 4 5

Motilal Oswal Dynamic Fund - Regular Plan-Dividend Quarterly

Description:

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 6.94% 0.28 -7.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 6.94%
Sharpe 0.28
DD -7.99%
Risk Score
1 2 3 4 5

Motilal Oswal Dynamic Fund - Regular Plan-Dividend Yearly

Description:

The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 7.05% 0.29 -7.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 7.05%
Sharpe 0.29
DD -7.99%
Risk Score
1 2 3 4 5

IDBI Hybrid Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 4.76% -0.03 -14.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 4.76%
Sharpe -0.03
DD -14.28%
Risk Score
1 2 3 4 5

Principal Hybrid Equity Fund-Dividend Monthly

Description:

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 10.40% 0.34 -52.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 10.40%
Sharpe 0.34
DD -52.54%
Risk Score
1 2 3 4 5

HDFC Hybrid Debt Fund-Dividend Quarterly

Description:

The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.83% 0.87 -17.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.83%
Sharpe 0.87
DD -17.21%
Risk Score
1 2 3 4 5

DHFL Pramerica Equity Savings Fund-Growth

Description:

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 7.53% 1.80 -8.65%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 7.53%
Sharpe 1.80
DD -8.65%
Risk Score
1 2 3 4 5

Mirae Asset Hybrid Equity Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 9.27% 0.42 -12.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 9.27%
Sharpe 0.42
DD -12.36%
Risk Score
1 2 3 4 5

IDFC Hybrid Equity Fund - Regular Plan-Dividend

Description:

The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments. The Fund also seeks to generate current income by investing in debt securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 5.64% 0.08 -11.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 5.64%
Sharpe 0.08
DD -11.44%
Risk Score
1 2 3 4 5

DHFL Pramerica Hybrid Debt Fund-Growth

Description:

The Scheme seek to generate returns through investment primarily in Debt and Money Market Instruments and to generate capital appreciation by investing in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 7.56% 0.84 -3.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 7.56%
Sharpe 0.84
DD -3.24%
Risk Score
1 2 3 4 5

HDFC Hybrid Debt Fund-Dividend Monthly

Description:

The scheme seeks to generate income/capital appreciation by investing primarily in debt securities, money market instruments and moderate exposure to equities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.76% 0.86 -17.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.76%
Sharpe 0.86
DD -17.24%
Risk Score
1 2 3 4 5

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