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IDFC Sterling Value Fund - Regular Plan-Growth

Description:

The scheme will primarily invest in small and midcap stocks of Nifty Midcap 100 Index whose market capitalization shall be lower than the market capitalization of the highest components of Nifty Midcap 100.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 16.40% 0.90 -46.11%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 16.40%
Sharpe 0.90
DD -46.11%
Risk Score
1 2 3 4 5

Description:

The scheme will primarily invest in small and midcap stocks of Nifty Midcap 100 Index whose market capitalization shall be lower than the market capitalization of the highest components of Nifty Midcap 100.
Invesco India Tax Plan-Growth

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.96% 0.77 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.96%
Sharpe 0.77
DD -59.03%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio
Franklin India Index Fund - NSE Nifty Plan-Growth

Description:

The open end index linked growth scheme with the objective to invest in companies whose securities are included in the Nifty and subject to tracking errors

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.98% 0.59 -59.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.98%
Sharpe 0.59
DD -59.53%
Risk Score
1 2 3 4 5

Description:

The open end index linked growth scheme with the objective to invest in companies whose securities are included in the Nifty and subject to tracking errors
IDFC Asset Allocation Fund - Aggressive Plan - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 9.97% 1.04 -29.11%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 9.97%
Sharpe 1.04
DD -29.11%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model.
LIC MF Children's Gift Fund-Growth

Description:

The scheme seeks to provide long term growth of capital through a judicious mix of investments mainly in quality debt securities with relatively low level of risks.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 4.13% 0.26 -75.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 4.13%
Sharpe 0.26
DD -75.38%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide long term growth of capital through a judicious mix of investments mainly in quality debt securities with relatively low level of risks.
IDFC Asset Allocation Fund - Conservative Plan - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 8.01% 2.55 -9.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 8.01%
Sharpe 2.55
DD -9.83%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model.
Baroda Midcap Fund-Growth

Description:

The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of growth oriented midcap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Mid Cap 4.41% 0.24 -37.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 4.41%
Sharpe 0.24
DD -37.50%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of growth oriented midcap stocks.
Templeton India Equity Income Fund-Growth

Description:

The scheme seeks to provide a combination of long-term capital appreciation and regular income by investing in stocks that have a current or potentially attractive dividend yield

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Dividend Yield 14.94% 0.83 -59.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Dividend Yield
Performance 14.94%
Sharpe 0.83
DD -59.51%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide a combination of long-term capital appreciation and regular income by investing in stocks that have a current or potentially attractive dividend yield
Franklin India Flexi Cap Fund-Growth

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity

Key Highlights:

Category Performance Sharpe DD
Equity: Flexi Cap 19.07% 0.91 -56.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Flexi Cap
Performance 19.07%
Sharpe 0.91
DD -56.43%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity
Indiabulls Tax Savings Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 5.68% 0.33 -34.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 5.68%
Sharpe 0.33
DD -34.15%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

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