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Franklin India Dynamic Asset Allocation Fund of Funds-Growth

Description:

The scheme aims to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity funds allocation will be determined based on the month-end average PE Ratio of NSE Nifty. The scheme will invest in units of Franklin India Bluechip and Templeton India Income.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 14.40% 1.11 -35.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 14.40%
Sharpe 1.11
DD -35.30%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity funds allocation will be determined based on the month-end average PE Ratio of NSE Nifty. The scheme will invest in units of Franklin India Bluechip and Templeton India Income.
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Mid Cap 15.29% 0.86 -33.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 15.29%
Sharpe 0.86
DD -33.21%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.
Quantum Gold Savings - Regular Plan-Growth

Description:

The scheme seeks to provide capital appreciation by predominantly investing in units of Quantum Gold Fund - Exchange Traded Fund.

Key Highlights:

Category Performance Sharpe DD
Commodities: Gold 10.27% 0.41 -22.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Commodities: Gold
Performance 10.27%
Sharpe 0.41
DD -22.03%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide capital appreciation by predominantly investing in units of Quantum Gold Fund - Exchange Traded Fund.
Indiabulls Short Term Fund - Regular Plan-Growth

Description:

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 6.71% 3.19 -1.46%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 6.71%
Sharpe 3.19
DD -1.46%
Risk Score
1 2 3 4 5

Description:

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Franklin India Short Term Income Plan - Retail Plan-Growth

Description:

The scheme aims to generate stable returns by investing in fixed income securities with shorter maturity periods likely to be less than three years.

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 7.75% 1.48 -13.26%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 7.75%
Sharpe 1.48
DD -13.26%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate stable returns by investing in fixed income securities with shorter maturity periods likely to be less than three years.
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 11.52% 0.70 -35.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.52%
Sharpe 0.70
DD -35.23%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.
UTI Short Term Income Fund - Regular Plan-Growth

Description:

The fund seeks to generate steady and reasonable income

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 6.62% 0.95 -13.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 6.62%
Sharpe 0.95
DD -13.17%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate steady and reasonable income
SBI Gold Fund-Growth

Description:

The Scheme seeks to provide returns that closely correspond to returns provided by SBI Gold Exchange Traded Scheme (SBI GETS).

Key Highlights:

Category Performance Sharpe DD
Commodities: Gold 3.88% -0.09 -22.27%
Risk Score
1 2 3 4 5

Key Highlights:

Category Commodities: Gold
Performance 3.88%
Sharpe -0.09
DD -22.27%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to provide returns that closely correspond to returns provided by SBI Gold Exchange Traded Scheme (SBI GETS).
IDFC Banking & PSU Debt Fund - Regular Plan-Growth

Description:

To achieve optimal returns by investing in money market and debt instruments issued by scheduled commercial banks.

Key Highlights:

Category Performance Sharpe DD
Debt: Banking and PSU 7.95% 2.63 -3.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Banking and PSU
Performance 7.95%
Sharpe 2.63
DD -3.30%
Risk Score
1 2 3 4 5

Description:

To achieve optimal returns by investing in money market and debt instruments issued by scheduled commercial banks.
Invesco India Ultra Short Term Fund-Growth

Description:

The fund aims to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration -28.72% -1.09 -99.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance -28.72%
Sharpe -1.09
DD -99.00%
Risk Score
1 2 3 4 5

Description:

The fund aims to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.

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