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Baroda Large Cap Fund-Growth

Description:

The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 3.61% 0.20 -39.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 3.61%
Sharpe 0.20
DD -39.55%
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 large cap companies.
Franklin India Equity Advantage Fund-Growth

Description:

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 13.49% 0.65 -61.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 13.49%
Sharpe 0.65
DD -61.04%
Risk Score
1 2 3 4 5

Description:

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks
IDFC Core Equity Fund - Regular Plan-Growth

Description:

The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 9.33% 0.46 -61.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 9.33%
Sharpe 0.46
DD -61.51%
Risk Score
1 2 3 4 5

Description:

The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.
IDFC Nifty Fund - Regular Plan-Growth

Description:

The scheme seeks to replicate the Nifty 50 Index by investing in securities of the Nifty 50 in the same proportion.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.56% 0.50 -37.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.56%
Sharpe 0.50
DD -37.60%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to replicate the Nifty 50 Index by investing in securities of the Nifty 50 in the same proportion.
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 11.79% 0.52 -59.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.79%
Sharpe 0.52
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
Franklin India Bluechip Fund-Growth

Description:

The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.55% 0.88 -55.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.55%
Sharpe 0.88
DD -55.23%
Risk Score
1 2 3 4 5

Description:

The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies.
Mirae Asset Emerging Bluechip Fund - Regular Plan-Dividend

Description:

To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have market capitalization of atleast Rs.100 Crores at the time of investment.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 25.43% 0.82 -36.96%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 25.43%
Sharpe 0.82
DD -36.96%
Risk Score
1 2 3 4 5

Description:

To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have market capitalization of atleast Rs.100 Crores at the time of investment.
Tata Large Cap Fund - Regular Plan-Dividend

Description:

Earlier known as Tata Twin Option (Equity)

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 30.76% 0.16 -57.78%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 30.76%
Sharpe 0.16
DD -57.78%
Risk Score
1 2 3 4 5

Description:

Earlier known as Tata Twin Option (Equity)
Aditya Birla Sun Life Index Fund-Growth

Description:

The scheme aims to generate returns that are commensurate with the performance of the Nifty subject to tracking error

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.99% 0.63 -60.47%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.99%
Sharpe 0.63
DD -60.47%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns that are commensurate with the performance of the Nifty subject to tracking error
ICICI Prudential Nifty Index Fund-Growth

Description:

The scheme aims to closely track the performance of Nifty 50 Index by investing in almost all the stocks and in approximately the same weightage that they represent in the index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.49% 0.61 -58.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.49%
Sharpe 0.61
DD -58.83%
Risk Score
1 2 3 4 5

Description:

The scheme aims to closely track the performance of Nifty 50 Index by investing in almost all the stocks and in approximately the same weightage that they represent in the index.
ICICI Prudential Nifty Next 50 Index Fund-Growth

Description:

The objective of the fund is to invest in companies whose securities are included in Nifty Next 50 Index and to endeavor to achieve the returns of the above index as closely as possible.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.90% 0.51 -37.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.90%
Sharpe 0.51
DD -37.75%
Risk Score
1 2 3 4 5

Description:

The objective of the fund is to invest in companies whose securities are included in Nifty Next 50 Index and to endeavor to achieve the returns of the above index as closely as possible.
UTI Core Equity Fund - Regular Plan-Growth

Description:

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 14.75% 0.45 -60.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 14.75%
Sharpe 0.45
DD -60.52%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.
UTI Nifty Index Fund - Regular Plan-Growth

Description:

UTI NIF is an open-ended passive fund with the objective to invest in securities of companies comprising of the Nifty 50 in the same weight age as they have in Nifty 50. The fund strives to minimise performance difference with Nifty 50 by keeping the tracking error to the minimum.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.33% 0.46 -59.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.33%
Sharpe 0.46
DD -59.66%
Risk Score
1 2 3 4 5

Description:

UTI NIF is an open-ended passive fund with the objective to invest in securities of companies comprising of the Nifty 50 in the same weight age as they have in Nifty 50. The fund strives to minimise performance difference with Nifty 50 by keeping the tracking error to the minimum.
ICICI Prudential Sensex Index Fund-Growth

Description:

An open-ended index linked growth scheme seeking to track the returns of S&P BSE Sensex Index through investments in a basket of stocks drawn from the constituents of the above index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.13% 0.34 -37.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.13%
Sharpe 0.34
DD -37.28%
Risk Score
1 2 3 4 5

Description:

An open-ended index linked growth scheme seeking to track the returns of S&P BSE Sensex Index through investments in a basket of stocks drawn from the constituents of the above index.
Aditya Birla Sun Life Frontline Equity Fund-Dividend

Description:

The Scheme aims to generate long term growth of capital

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 32.71% 0.18 -56.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 32.71%
Sharpe 0.18
DD -56.28%
Risk Score
1 2 3 4 5

Description:

The Scheme aims to generate long term growth of capital
UTI Mastershare Fund - Regular Plan-Dividend

Description:

An open-end equity fund aiming to provide benefit of capital appreciation and income distribution through investment in equity.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 39.01% 0.03 -55.74%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 39.01%
Sharpe 0.03
DD -55.74%
Risk Score
1 2 3 4 5

Description:

An open-end equity fund aiming to provide benefit of capital appreciation and income distribution through investment in equity.
Sundaram Select Focus Fund - Regular Plan-Growth

Description:

The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 16.89% 0.80 -61.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 16.89%
Sharpe 0.80
DD -61.42%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.
Nippon India Vision Fund-Dividend

Description:

The fund seeks capital appreciation by investing in larger stocks with good fundamentals and good long-term prospects.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 29.20% 0.11 -60.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 29.20%
Sharpe 0.11
DD -60.75%
Risk Score
1 2 3 4 5

Description:

The fund seeks capital appreciation by investing in larger stocks with good fundamentals and good long-term prospects.
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan-Dividend

Description:

The scheme seeks to achieve long-term growth at relatively moderate levels of risk through a diversified investment approach

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 23.46% 0.27 -70.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 23.46%
Sharpe 0.27
DD -70.87%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long-term growth at relatively moderate levels of risk through a diversified investment approach
ICICI Prudential Large & Mid Cap Fund-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equities

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 32.11% 0.08 -60.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 32.11%
Sharpe 0.08
DD -60.79%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equities
Motilal Oswal Focused 25 Fund - Regular Plan-Growth

Description:

The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 2.80% 0.14 -34.64%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 2.80%
Sharpe 0.14
DD -34.64%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.
BNP Paribas Large Cap Fund-Growth

Description:

The scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The scheme will invest in a range of companies

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.57% 0.73 -63.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.57%
Sharpe 0.73
DD -63.22%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The scheme will invest in a range of companies
Aditya Birla Sun Life Index Fund-Dividend

Description:

The scheme aims to generate returns that are commensurate with the performance of the Nifty subject to tracking error

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 28.32% 0.15 -60.47%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 28.32%
Sharpe 0.15
DD -60.47%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns that are commensurate with the performance of the Nifty subject to tracking error
HDFC Index Fund - Sensex Plan-Growth

Description:

The scheme aims to generate returns that are commensurate with the performance of S&P BSE Sensex

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.50% 0.63 -62.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.50%
Sharpe 0.63
DD -62.30%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns that are commensurate with the performance of S&P BSE Sensex
HDFC Index Fund Nifty 50 Plan-Growth

Description:

The scheme aims to generate returns that are commensurate with the performance of Nifty 50

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.12% 0.61 -60.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.12%
Sharpe 0.61
DD -60.57%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns that are commensurate with the performance of Nifty 50
Aditya Birla Sun Life Focused Equity Fund-Dividend

Description:

The scheme seeks to provide medium to long-term capital appreciation

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 22.76% 0.32 -56.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 22.76%
Sharpe 0.32
DD -56.54%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide medium to long-term capital appreciation
LIC MF Index-Sensex Plan-Growth

Description:

The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.64% 0.57 -61.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.64%
Sharpe 0.57
DD -61.86%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks
ICICI Prudential Bluechip Fund-Dividend

Description:

The fund's investment strategy will be to invest in 20 large cap companies from the top 200 stocks listed on the NSE on the basis of market capitalisation. In case

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 18.31% 0.53 -39.94%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 18.31%
Sharpe 0.53
DD -39.94%
Risk Score
1 2 3 4 5

Description:

The fund's investment strategy will be to invest in 20 large cap companies from the top 200 stocks listed on the NSE on the basis of market capitalisation. In case
SBI Nifty Index Fund-Growth

Description:

The scheme is a passively managed index fund

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.82% 0.59 -60.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.82%
Sharpe 0.59
DD -60.50%
Risk Score
1 2 3 4 5

Description:

The scheme is a passively managed index fund
UTI Core Equity Fund - Regular Plan-Dividend

Description:

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 20.17% 0.17 -60.56%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 20.17%
Sharpe 0.17
DD -60.56%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.
LIC MF Index-Nifty Plan-Growth

Description:

The scheme aims to generate returns commensurate with the performance of Nifty 50 by investing in the index stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.76% 0.54 -60.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.76%
Sharpe 0.54
DD -60.66%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns commensurate with the performance of Nifty 50 by investing in the index stocks
Sundaram Smart NIFTY 100 Equal Weight Fund - Regular Plan-Growth

Description:

The scheme seeks to invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying Index) in the same proportion as in the index and endeavour to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 2.92% 0.16 -37.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 2.92%
Sharpe 0.16
DD -37.83%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying Index) in the same proportion as in the index and endeavour to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index
ICICI Prudential Nifty Next 50 Index Fund-Dividend

Description:

The objective of the fund is to invest in companies whose securities are included in Nifty Next 50 Index and to endeavor to achieve the returns of the above index as closely as possible.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.90% 0.51 -37.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.90%
Sharpe 0.51
DD -37.75%
Risk Score
1 2 3 4 5

Description:

The objective of the fund is to invest in companies whose securities are included in Nifty Next 50 Index and to endeavor to achieve the returns of the above index as closely as possible.
HDFC Growth Opportunities Fund - Regular Plan-Growth

Description:

The scheme aims at long term capital appreciation by investing primarily in equities and equity related securities of large cap companies. Companies identified for selection in the portfolio will have demonstrated a potential to grow at a reasonable rate for the medium to long term.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 12.06% 0.50 -64.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 12.06%
Sharpe 0.50
DD -64.51%
Risk Score
1 2 3 4 5

Description:

The scheme aims at long term capital appreciation by investing primarily in equities and equity related securities of large cap companies. Companies identified for selection in the portfolio will have demonstrated a potential to grow at a reasonable rate for the medium to long term.
ICICI Prudential Nifty Index Fund-Dividend

Description:

The scheme aims to closely track the performance of Nifty 50 Index by investing in almost all the stocks and in approximately the same weightage that they represent in the index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.04% 0.45 -38.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.04%
Sharpe 0.45
DD -38.20%
Risk Score
1 2 3 4 5

Description:

The scheme aims to closely track the performance of Nifty 50 Index by investing in almost all the stocks and in approximately the same weightage that they represent in the index.
UTI Nifty Index Fund - Regular Plan-Dividend

Description:

UTI NIF is an open-ended passive fund with the objective to invest in securities of companies comprising of the Nifty 50 in the same weight age as they have in Nifty 50. The fund strives to minimise performance difference with Nifty 50 by keeping the tracking error to the minimum.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.01% 0.45 -59.65%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.01%
Sharpe 0.45
DD -59.65%
Risk Score
1 2 3 4 5

Description:

UTI NIF is an open-ended passive fund with the objective to invest in securities of companies comprising of the Nifty 50 in the same weight age as they have in Nifty 50. The fund strives to minimise performance difference with Nifty 50 by keeping the tracking error to the minimum.
Principal Nifty 100 Equal Weight Fund-Growth

Description:

The scheme is a passively managed index fund

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.65% 0.42 -60.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.65%
Sharpe 0.42
DD -60.15%
Risk Score
1 2 3 4 5

Description:

The scheme is a passively managed index fund
Sundaram Large and Mid Cap Fund-Growth

Description:

The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 9.37% 0.46 -64.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 9.37%
Sharpe 0.46
DD -64.58%
Risk Score
1 2 3 4 5

Description:

The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.
Nippon India Large Cap Fund-Dividend

Description:

The scheme will invest in equity or equity related instruments of companies whose market capitalization is within the range of highest and lowest market capitalization of BSE 200 index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 15.47% 0.38 -56.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 15.47%
Sharpe 0.38
DD -56.89%
Risk Score
1 2 3 4 5

Description:

The scheme will invest in equity or equity related instruments of companies whose market capitalization is within the range of highest and lowest market capitalization of BSE 200 index.
LIC MF Large & Mid Cap Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 7.62% 0.45 -34.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 7.62%
Sharpe 0.45
DD -34.04%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies.
ICICI Prudential Sensex Index Fund-Dividend

Description:

An open-ended index linked growth scheme seeking to track the returns of S&P BSE Sensex Index through investments in a basket of stocks drawn from the constituents of the above index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.13% 0.34 -37.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.13%
Sharpe 0.34
DD -37.28%
Risk Score
1 2 3 4 5

Description:

An open-ended index linked growth scheme seeking to track the returns of S&P BSE Sensex Index through investments in a basket of stocks drawn from the constituents of the above index.
IDBI Nifty Junior Index Fund-Growth

Description:

The scheme seeks to invest only in and all the stocks comprising the Nifty Next 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of Nifty Next 50 Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.41% 0.41 -39.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.41%
Sharpe 0.41
DD -39.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest only in and all the stocks comprising the Nifty Next 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of Nifty Next 50 Index.
Nippon India Index Fund - Nifty Plan-Growth

Description:

The scheme seeks to replicate the composition of the NIFTY

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 6.49% 0.38 -38.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 6.49%
Sharpe 0.38
DD -38.30%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to replicate the composition of the NIFTY
Nippon India Index Fund - Sensex Plan-Growth

Description:

The scheme seeks to replicate the composition of the Sensex

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 6.73% 0.39 -37.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 6.73%
Sharpe 0.39
DD -37.19%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to replicate the composition of the Sensex
DSP Top 100 Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate capital appreciation from a portfolio that largely consists of equity and equity related securities of the 100 largest corporates

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 35.32% 0.15 -51.70%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 35.32%
Sharpe 0.15
DD -51.70%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation from a portfolio that largely consists of equity and equity related securities of the 100 largest corporates
HDFC Top 100 Fund-Dividend

Description:

The scheme seeks capital appreciation and would invest up to 90 per cent in equity and the remaining in debt instruments. Also

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 30.32% 0.13 -54.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 30.32%
Sharpe 0.13
DD -54.83%
Risk Score
1 2 3 4 5

Description:

The scheme seeks capital appreciation and would invest up to 90 per cent in equity and the remaining in debt instruments. Also
Kotak Equity Opportunities Fund - Regular Plan-Dividend

Description:

The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 28.89% 0.28 -64.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 28.89%
Sharpe 0.28
DD -64.37%
Risk Score
1 2 3 4 5

Description:

The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
Sundaram Select Focus Fund - Regular Plan-Dividend

Description:

The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 34.80% 0.11 -61.45%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 34.80%
Sharpe 0.11
DD -61.45%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.
SBI Large & Midcap Fund-Dividend

Description:

The scheme seeks capital appreciation through investments primarily in equities. It was converted into an open-ended plan from April 1998.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 22.93% 0.41 -83.94%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 22.93%
Sharpe 0.41
DD -83.94%
Risk Score
1 2 3 4 5

Description:

The scheme seeks capital appreciation through investments primarily in equities. It was converted into an open-ended plan from April 1998.
IDBI Nifty Index Fund-Growth

Description:

The scheme will invest in the stocks comprising the Nifty 50 Index in the same weights as these stocks represented in the index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.20% 0.42 -38.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.20%
Sharpe 0.42
DD -38.41%
Risk Score
1 2 3 4 5

Description:

The scheme will invest in the stocks comprising the Nifty 50 Index in the same weights as these stocks represented in the index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty.
DSP Equity Opportunities Fund-Dividend

Description:

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 29.50% 0.17 -61.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 29.50%
Sharpe 0.17
DD -61.83%
Risk Score
1 2 3 4 5

Description:

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage
Kotak Bluechip Fund - Regular Plan-Dividend

Description:

The scheme seeks capital appreciation

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 29.18% 0.16 -58.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 29.18%
Sharpe 0.16
DD -58.02%
Risk Score
1 2 3 4 5

Description:

The scheme seeks capital appreciation
Canara Robeco Emerging Equities Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation by primarily investing in diversified mid cap stocks that have a potential to emerge as the bigger corporates with higher performance. For the Purpose of this fund

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 20.92% 0.60 -74.45%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 20.92%
Sharpe 0.60
DD -74.45%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation by primarily investing in diversified mid cap stocks that have a potential to emerge as the bigger corporates with higher performance. For the Purpose of this fund
BNP Paribas Large Cap Fund-Dividend

Description:

The scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The scheme will invest in a range of companies

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 26.70% 0.25 -63.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 26.70%
Sharpe 0.25
DD -63.21%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The scheme will invest in a range of companies
Motilal Oswal Focused 25 Fund - Regular Plan-Dividend

Description:

The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 16.78% 0.51 -37.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 16.78%
Sharpe 0.51
DD -37.86%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential.
Mirae Asset Large Cap Fund - Regular Plan-Dividend

Description:

The scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 23.70% 0.42 -51.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 23.70%
Sharpe 0.42
DD -51.29%
Risk Score
1 2 3 4 5

Description:

The scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.
SBI Nifty Index Fund-Dividend

Description:

The scheme is a passively managed index fund

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 17.30% 0.53 -59.32%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 17.30%
Sharpe 0.53
DD -59.32%
Risk Score
1 2 3 4 5

Description:

The scheme is a passively managed index fund
IDBI India Top 100 Equity Fund-Dividend

Description:

The investment universe of the scheme will be restricted to equity stocks and equity related instruments of companies that are constituents of the Nifty 50 Index and the Nifty Next 50 Indices comprising a total of 100 stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 17.27% 0.70 -34.72%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 17.27%
Sharpe 0.70
DD -34.72%
Risk Score
1 2 3 4 5

Description:

The investment universe of the scheme will be restricted to equity stocks and equity related instruments of companies that are constituents of the Nifty 50 Index and the Nifty Next 50 Indices comprising a total of 100 stocks.
HDFC Growth Opportunities Fund - Regular Plan-Dividend

Description:

The scheme aims at long term capital appreciation by investing primarily in equities and equity related securities of large cap companies. Companies identified for selection in the portfolio will have demonstrated a potential to grow at a reasonable rate for the medium to long term.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 17.67% 0.52 -39.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 17.67%
Sharpe 0.52
DD -39.53%
Risk Score
1 2 3 4 5

Description:

The scheme aims at long term capital appreciation by investing primarily in equities and equity related securities of large cap companies. Companies identified for selection in the portfolio will have demonstrated a potential to grow at a reasonable rate for the medium to long term.
LIC MF Index-Sensex Plan-Dividend

Description:

The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.56% 0.57 -61.84%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.56%
Sharpe 0.57
DD -61.84%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns commensurate with the performance of BSE Sensex by investing in the index stocks
L&T Large and Midcap Fund-Dividend

Description:

The scheme aims to invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 16.13% 0.53 -64.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 16.13%
Sharpe 0.53
DD -64.80%
Risk Score
1 2 3 4 5

Description:

The scheme aims to invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities.
Tata Large & Mid Cap Fund - Regular Plan-Dividend

Description:

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 22.63% 0.14 -67.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 22.63%
Sharpe 0.14
DD -67.69%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide capital appreciation by investing in equity and equity related instruments of well researched value and growth oriented companies.
LIC MF Index-Nifty Plan-Dividend

Description:

The scheme aims to generate returns commensurate with the performance of Nifty 50 by investing in the index stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.61% 0.53 -60.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.61%
Sharpe 0.53
DD -60.75%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns commensurate with the performance of Nifty 50 by investing in the index stocks
LIC MF Large Cap Fund-Dividend

Description:

The scheme seeks to provide capital growth by investing in a mix of equity instruments. There is also some exposure to money market instruments. It was converted in to an open-ended scheme from September 1999.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.20% 0.55 -64.61%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.20%
Sharpe 0.55
DD -64.61%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide capital growth by investing in a mix of equity instruments. There is also some exposure to money market instruments. It was converted in to an open-ended scheme from September 1999.
Sundaram Smart NIFTY 100 Equal Weight Fund - Regular Plan-Dividend

Description:

The scheme seeks to invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying Index) in the same proportion as in the index and endeavour to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 2.91% 0.16 -37.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 2.91%
Sharpe 0.16
DD -37.83%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying Index) in the same proportion as in the index and endeavour to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index
Axis Bluechip Fund-Dividend

Description:

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 17.66% 0.56 -30.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 17.66%
Sharpe 0.56
DD -30.14%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.
Principal Nifty 100 Equal Weight Fund-Dividend

Description:

The scheme is a passively managed index fund

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.75% 0.43 -60.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.75%
Sharpe 0.43
DD -60.17%
Risk Score
1 2 3 4 5

Description:

The scheme is a passively managed index fund
LIC MF Large & Mid Cap Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 10.20% 0.57 -34.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 10.20%
Sharpe 0.57
DD -34.04%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation by investing substantially in a portfolio of equity and equity linked instruments of midcap companies.
Sundaram Large and Mid Cap Fund-Dividend

Description:

The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 14.59% 0.45 -64.71%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 14.59%
Sharpe 0.45
DD -64.71%
Risk Score
1 2 3 4 5

Description:

The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.
Canara Robeco Bluechip Equity Fund - Regular Plan-Dividend

Description:

The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.94% 0.66 -32.61%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.94%
Sharpe 0.66
DD -32.61%
Risk Score
1 2 3 4 5

Description:

The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy
SBI Bluechip Fund-Dividend

Description:

The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.68% 0.48 -61.49%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.68%
Sharpe 0.48
DD -61.49%
Risk Score
1 2 3 4 5

Description:

The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.
IDBI Nifty Junior Index Fund-Dividend

Description:

The scheme seeks to invest only in and all the stocks comprising the Nifty Next 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of Nifty Next 50 Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.41% 0.41 -39.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.41%
Sharpe 0.41
DD -39.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest only in and all the stocks comprising the Nifty Next 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of Nifty Next 50 Index.
L&T India Large Cap Fund-Dividend

Description:

The scheme seeks to invest in the best opportunities in the Indian and international markets

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.89% 0.46 -56.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.89%
Sharpe 0.46
DD -56.82%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest in the best opportunities in the Indian and international markets
IDBI Nifty Index Fund-Dividend

Description:

The scheme will invest in the stocks comprising the Nifty 50 Index in the same weights as these stocks represented in the index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.71% 0.45 -38.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.71%
Sharpe 0.45
DD -38.40%
Risk Score
1 2 3 4 5

Description:

The scheme will invest in the stocks comprising the Nifty 50 Index in the same weights as these stocks represented in the index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty.
UTI Nifty Next 50 Index Fund - Regular Plan-Growth

Description:

The scheme seeks to provide returns that

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -1.64% -0.07 -36.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -1.64%
Sharpe -0.07
DD -36.40%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that
ICICI Prudential BHARAT 22 FOF-Growth

Description:

The scheme seeks to generate returns by investing in units of BHARAT 22 ETF.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -11.72% -0.50 -44.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -11.72%
Sharpe -0.50
DD -44.04%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate returns by investing in units of BHARAT 22 ETF.
LIC MF Large Cap Fund-Growth

Description:

The scheme seeks to provide capital growth by investing in a mix of equity instruments. There is also some exposure to money market instruments. It was converted in to an open-ended scheme from September 1999.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 4.40% 0.20 -69.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 4.40%
Sharpe 0.20
DD -69.75%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide capital growth by investing in a mix of equity instruments. There is also some exposure to money market instruments. It was converted in to an open-ended scheme from September 1999.
DSP Equal Nifty 50 Fund - Regular Plan-Dividend

Description:

The scheme seeks to invest in companies which are constituents of NIFTY 50 Equal Weight Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -3.68% -0.18 -40.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -3.68%
Sharpe -0.18
DD -40.66%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest in companies which are constituents of NIFTY 50 Equal Weight Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index.
Nippon India Junior BeES FoF - Regular Plan-Dividend

Description:

The Scheme seeks to provide returns that closely correspond to returns provided by Reliance ETF Junior BeES by investing in units of Reliance ETF Junior BeES.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -2.01% -0.09 -34.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -2.01%
Sharpe -0.09
DD -34.33%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to provide returns that closely correspond to returns provided by Reliance ETF Junior BeES by investing in units of Reliance ETF Junior BeES.
IDBI Focused 30 Equity Fund - Regular Plan-Dividend

Description:

The scheme aims to generate capital appreciation by investing in a concentrated portfolio of large cap focused equity and equity related securities of upto 30 companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -0.30% -0.02 -35.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -0.30%
Sharpe -0.02
DD -35.41%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation by investing in a concentrated portfolio of large cap focused equity and equity related securities of upto 30 companies.
IDFC Core Equity Fund - Regular Plan-Dividend

Description:

The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 16.54% 0.35 -61.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 16.54%
Sharpe 0.35
DD -61.50%
Risk Score
1 2 3 4 5

Description:

The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.
DSP Nifty Next 50 Index Fund - Regular Plan-Dividend

Description:

The scheme seeks to invest in companies which are constituents of NIFTY Next 50 Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 3.06% 0.13 -36.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 3.06%
Sharpe 0.13
DD -36.05%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest in companies which are constituents of NIFTY Next 50 Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index.
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan-Dividend

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -1.49% -0.06 -35.47%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -1.49%
Sharpe -0.06
DD -35.47%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies.
DSP Nifty 50 Index Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate returns that are commensurate with the performance of the NIFTY 50 Index

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 3.15% 0.12 -37.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 3.15%
Sharpe 0.12
DD -37.80%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate returns that are commensurate with the performance of the NIFTY 50 Index
Axis Growth Opportunities Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 11.27% 0.63 -32.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 11.27%
Sharpe 0.63
DD -32.02%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of Equity & Equity Related Instruments both in India as well as overseas.
Franklin India Index Fund - NSE Nifty Plan-Dividend

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 12.12% 0.53 -59.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.12%
Sharpe 0.53
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
Franklin India Bluechip Fund-Dividend

Description:

The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 20.18% 0.88 -55.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 20.18%
Sharpe 0.88
DD -55.23%
Risk Score
1 2 3 4 5

Description:

The scheme seeks aggressive growth and aims to provide medium to long term capital appreciation through investment in shares of quality companies and by focusing on well established large sized companies.
IDFC Nifty Fund - Regular Plan-Dividend

Description:

The scheme seeks to replicate the Nifty 50 Index by investing in securities of the Nifty 50 in the same proportion.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.64% 0.50 -37.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.64%
Sharpe 0.50
DD -37.59%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to replicate the Nifty 50 Index by investing in securities of the Nifty 50 in the same proportion.
Franklin India Equity Advantage Fund-Dividend

Description:

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 13.49% 0.62 -61.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 13.49%
Sharpe 0.62
DD -61.04%
Risk Score
1 2 3 4 5

Description:

An open-end diversified equity fund that seeks to provide medium to long-term capital appreciation by investing in stocks across the entire market capitalization range. The fund will invest 75-100 per cent in large-cap stocks
IDFC Large Cap Fund - Regular Plan-Dividend

Description:

The scheme aims to generate capital appreciation by predominantly investing in large cap stocks having a market capitalization equals to or above the 100th stock in the S&P BSE 100 index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.88% 0.41 -58.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.88%
Sharpe 0.41
DD -58.37%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation by predominantly investing in large cap stocks having a market capitalization equals to or above the 100th stock in the S&P BSE 100 index.
Invesco India Largecap Fund-Dividend

Description:

The scheme will invest primarily in equity and equity related instruments including equity derivatives of companies which should be leaders on the respective industry.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.11% 0.62 -36.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.11%
Sharpe 0.62
DD -36.93%
Risk Score
1 2 3 4 5

Description:

The scheme will invest primarily in equity and equity related instruments including equity derivatives of companies which should be leaders on the respective industry.
Invesco India Growth Opportunities Fund-Dividend

Description:

The scheme aims to generate long-term capital growth by investing predominantly in equity and equity related securities following a bottom-up approach in selecting stocks depending on their market-cap and sector.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 15.50% 0.47 -58.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 15.50%
Sharpe 0.47
DD -58.95%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long-term capital growth by investing predominantly in equity and equity related securities following a bottom-up approach in selecting stocks depending on their market-cap and sector.
Baroda Large Cap Fund-Dividend

Description:

The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 5.96% 0.30 -39.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 5.96%
Sharpe 0.30
DD -39.55%
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 large cap companies.

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