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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.
ICICI Prudential Liquid Fund - Institutional Plan-Growth

Description:

The scheme seeks reasonable returns

Key Highlights:

Category Performance Sharpe DD
Debt: Liquid -5.95% -0.41 -90.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Liquid
Performance -5.95%
Sharpe -0.41
DD -90.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeks reasonable returns
Franklin India Income Opportunities Fund-Growth

Description:

The scheme aims to generate regular income by investing in fixed income securities across the yield curve.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 8.25% 1.31 -14.10%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 8.25%
Sharpe 1.31
DD -14.10%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate regular income by investing in fixed income securities across the yield curve.
IDFC Asset Allocation Fund - Moderate 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: Balanced Hybrid 8.94% 1.57 -18.08%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Balanced Hybrid
Performance 8.94%
Sharpe 1.57
DD -18.08%
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.
IDFC Arbitrage Plus Fund - Plan B-Growth

Description:

The scheme aims to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
Invesco India Gilt Fund-Growth

Description:

The scheme aims to generate regular income and the growth of capital

Key Highlights:

Category Performance Sharpe DD
Debt: Gilt -23.29% -1.00 -99.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Gilt
Performance -23.29%
Sharpe -1.00
DD -99.07%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate regular income and the growth of capital
ICICI Prudential Liquid Fund - Institutional I Plan-Growth

Description:

The scheme seeks reasonable returns

Key Highlights:

Category Performance Sharpe DD
Debt: Liquid -7.88% -0.46 -90.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Liquid
Performance -7.88%
Sharpe -0.46
DD -90.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeks reasonable returns
Franklin India Debt Hybrid Fund-Growth

Description:

The scheme seeks to provide regular returns through a diversified portfolio of high quality fixed income instruments such as PSU bonds

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.50% 2.09 -13.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.50%
Sharpe 2.09
DD -13.50%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide regular returns through a diversified portfolio of high quality fixed income instruments such as PSU bonds
Invesco India Financial Services Fund-Growth

Description:

The objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Banking 15.49% 0.64 -47.32%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Banking
Performance 15.49%
Sharpe 0.64
DD -47.32%
Risk Score
1 2 3 4 5

Description:

The objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.
Franklin India Life Stage FoF 20s-Growth

Description:

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 14.75% 0.95 -46.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 14.75%
Sharpe 0.95
DD -46.97%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.

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