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BNP Paribas Large Cap Fund-Dividend

Description:

The Scheme seeks to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities by predominantly investing in large market capitalization companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.27% 0.69 -63.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.27%
Sharpe 0.69
DD -63.21%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities by predominantly investing in large market capitalization companies.
Kotak NV 20 ETF-Dividend

Description:

The scheme seeks to provide returns before expenses that closely correspond to the total returns of stocks as represented by the NV 20 Index, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.57% 0.62 -31.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.57%
Sharpe 0.62
DD -31.69%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns before expenses that closely correspond to the total returns of stocks as represented by the NV 20 Index, subject to tracking errors.
HDFC Nifty 50 ETF-Dividend

Description:

The scheme seeks to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.79% 0.48 -38.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.79%
Sharpe 0.48
DD -38.41%
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, subject to tracking error.
HDFC Sensex ETF-Dividend

Description:

The scheme seeks to provide investment returns that, before expenses, closely correspond to the total returns of the Securities as represented by the S&P BSE SENSEX Index subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.68% 0.53 -37.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.68%
Sharpe 0.53
DD -37.86%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide investment returns that, before expenses, closely correspond to the total returns of the Securities as represented by the S&P BSE SENSEX Index subject to tracking errors.
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 13.29% 0.66 -51.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.29%
Sharpe 0.66
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, which would invest in all the stocks comprising Nifty 50 Index in the same proportion as their weightage in the index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.70% 0.59 -59.32%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.70%
Sharpe 0.59
DD -59.32%
Risk Score
1 2 3 4 5

Description:

The scheme is a passively managed index fund, which would invest in all the stocks comprising Nifty 50 Index in the same proportion as their weightage in the index.
IDBI India Top 100 Equity Fund-Dividend

Description:

The scheme seeks to provide investors with the opportunities for long term capital appreciation by investing predominantly in equity and equity related instruments of Large Cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.74% 0.64 -34.72%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.74%
Sharpe 0.64
DD -34.72%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide investors with the opportunities for long term capital appreciation by investing predominantly in equity and equity related instruments of Large Cap companies.
LIC MF Exchange Traded Fund - Nifty 50-Dividend

Description:

The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty 50 Index, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.99% 0.44 -38.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.99%
Sharpe 0.44
DD -38.33%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty 50 Index, subject to tracking errors.
HDFC Growth Opportunities Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 10.75% 0.55 -39.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 10.75%
Sharpe 0.55
DD -39.53%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
SBI ETF Nifty Next 50 Fund-Dividend

Description:

The scheme seeks to provide returns that, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.15% 0.38 -36.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.15%
Sharpe 0.38
DD -36.24%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
SBI ETF Sensex-Dividend

Description:

The scheme seeks to provide returns closely corresponding to the total returns of the securities as represented by BSE Sensex by holding BSE Sensex stocks in same proportion.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.68% 0.62 -37.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.68%
Sharpe 0.62
DD -37.89%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns closely corresponding to the total returns of the securities as represented by BSE Sensex by holding BSE Sensex stocks in same proportion.
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, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.29% 0.56 -61.84%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.29%
Sharpe 0.56
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, subject to tracking errors.
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 10.78% 0.54 -64.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 10.78%
Sharpe 0.54
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 large and mid cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 12.78% 0.58 -67.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 12.78%
Sharpe 0.58
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 large and mid cap 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, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.34% 0.52 -60.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.34%
Sharpe 0.52
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, subject to tracking errors.
LIC MF Large Cap Fund-Dividend

Description:

The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.90% 0.50 -64.61%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.90%
Sharpe 0.50
DD -64.61%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.
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, subject to 2% tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 1.79% 0.09 -37.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 1.79%
Sharpe 0.09
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, subject to 2% tracking error.
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 10.39% 0.64 -30.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.39%
Sharpe 0.64
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.
Quantum Nifty ETF-Dividend

Description:

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavour to achieve return equivalent to the Nifty by passive investment.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.76% 0.45 -45.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.76%
Sharpe 0.45
DD -45.22%
Risk Score
1 2 3 4 5

Description:

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavour to achieve return equivalent to the Nifty by passive investment.
Principal Nifty 100 Equal Weight Fund-Dividend

Description:

The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.60% 0.42 -60.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.60%
Sharpe 0.42
DD -60.17%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
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 large cap and midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 6.37% 0.38 -34.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 6.37%
Sharpe 0.38
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 large cap and midcap companies.
Sundaram Large and Mid Cap Fund-Dividend

Description:

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 8.78% 0.43 -64.71%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 8.78%
Sharpe 0.43
DD -64.71%
Risk Score
1 2 3 4 5

Description:

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
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, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.80% 0.61 -32.61%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.80%
Sharpe 0.61
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, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.
Kotak Nifty ETF Fund-Dividend

Description:

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty 50 subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.65% 0.51 -38.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.65%
Sharpe 0.51
DD -38.41%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty 50 subject to tracking errors.
SBI Bluechip Fund-Dividend

Description:

The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.07% 0.45 -61.49%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.07%
Sharpe 0.45
DD -61.49%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).
JM Large Cap Fund-Dividend

Description:

The scheme seeks long term capital growth and appreciation through investment primarily in equities.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.57% 0.42 -71.77%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.57%
Sharpe 0.42
DD -71.77%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long term capital growth and appreciation through investment primarily in equities.
Kotak Sensex ETF Fund-Dividend

Description:

The objective of the scheme is to provide returns that correspond to the total returns of BSE Sensex Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.64% 0.39 -47.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.64%
Sharpe 0.39
DD -47.62%
Risk Score
1 2 3 4 5

Description:

The objective of the scheme is to provide returns that correspond to the total returns of BSE Sensex 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 7.02% 0.39 -39.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.02%
Sharpe 0.39
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.
SBI ETF BSE 100 Fund-Dividend

Description:

The scheme seeks to provide returns that, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 5.53% 0.31 -38.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 5.53%
Sharpe 0.31
DD -38.17%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
L&T India Large Cap Fund-Dividend

Description:

The scheme seeks to invest in the best opportunities in the Indian and international markets, without any sector or cap bias. The fund managers will follow bottom up stock picking strategy. The focus will be on companies that offer best value relative to their respective long-term growth prospects, returns in capital and management quality.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.33% 0.38 -56.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.33%
Sharpe 0.38
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, without any sector or cap bias. The fund managers will follow bottom up stock picking strategy. The focus will be on companies that offer best value relative to their respective long-term growth prospects, returns in capital and management quality.
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 6.63% 0.39 -38.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 6.63%
Sharpe 0.39
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, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -3.58% -0.16 -36.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -3.58%
Sharpe -0.16
DD -36.40%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
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 -12.04% -0.50 -44.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -12.04%
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.
UTI Nifty Next 50 Exchange Traded Fund - Regular Plan-Growth

Description:

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -1.86% -0.09 -36.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -1.86%
Sharpe -0.09
DD -36.23%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
BHARAT 22 ETF-Growth

Description:

The Scheme is to invest in constituents of the underlying Index in the same proportion as in the underlying Index, and endeavour to provide returns before expenses, which closely correspond to the total returns of the underlying Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -13.58% -0.59 -47.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -13.58%
Sharpe -0.59
DD -47.93%
Risk Score
1 2 3 4 5

Description:

The Scheme is to invest in constituents of the underlying Index in the same proportion as in the underlying Index, and endeavour to provide returns before expenses, which closely correspond to the total returns of the underlying Index.
LIC MF Large Cap Fund-Growth

Description:

The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 4.20% 0.19 -69.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 4.20%
Sharpe 0.19
DD -69.75%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.
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 -5.85% -0.27 -40.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -5.85%
Sharpe -0.27
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.
UTI S&P BSE Sensex Next 50 ETF - Regular Plan-Growth

Description:

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -11.92% -0.46 -39.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -11.92%
Sharpe -0.46
DD -39.95%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Axis Growth Opportunities Fund - Regular Plan-Growth

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 7.71% 0.43 -32.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 7.71%
Sharpe 0.43
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.
DSP Top 100 Equity Fund - Institutional 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, by market capitalisation, listed on either BSE or NSE.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.00%
Sharpe 0.00
DD 0.00%
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, by market capitalisation, listed on either BSE or NSE.
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 -5.29% -0.24 -34.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -5.29%
Sharpe -0.24
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.
Invesco India Largecap Fund-Growth

Description:

The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.31% 0.59 -36.92%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.31%
Sharpe 0.59
DD -36.92%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.
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 7.71% 0.43 -32.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 7.71%
Sharpe 0.43
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.
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan-Growth

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 -4.73% -0.19 -35.47%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -4.73%
Sharpe -0.19
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.
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 -2.67% -0.13 -35.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -2.67%
Sharpe -0.13
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.
Nippon India Junior BeES FoF - Regular Plan-Growth

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 -5.29% -0.24 -34.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -5.29%
Sharpe -0.24
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.
IDFC Core Equity Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 8.90% 0.43 -61.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 8.90%
Sharpe 0.43
DD -61.50%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
Invesco India Nifty Exchange Traded Fund-Dividend

Description:

The scheme aims to generate returns which closely correspond to the returns generated by securities as represented by Nifty 50 Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.92% 0.51 -38.32%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.92%
Sharpe 0.51
DD -38.32%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns which closely correspond to the returns generated by securities as represented by Nifty 50 Index.
Franklin India Equity Advantage Fund-Growth

Description:

The scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 13.35% 0.64 -61.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 13.35%
Sharpe 0.64
DD -61.04%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.
IDFC Core Equity Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 8.93% 0.44 -61.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 8.93%
Sharpe 0.44
DD -61.51%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
Mirae Asset Nifty 50 ETF - Regular Plan-Growth

Description:

The scheme seeks to generate returns, before expenses, that are commensurate with the performance of the Nifty 50 Index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 1.03% 0.04 -38.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 1.03%
Sharpe 0.04
DD -38.29%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate returns, before expenses, that are commensurate with the performance of the Nifty 50 Index, subject to tracking error.
Nippon India ETF Sensex Next 50 - Regular Plan-Growth

Description:

The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the S&P BSE SENSEX Next 50 Index before expenses, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -5.77% -0.20 -38.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -5.77%
Sharpe -0.20
DD -38.30%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the S&P BSE SENSEX Next 50 Index before expenses, subject to tracking errors.
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 0.43% 0.02 -36.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.43%
Sharpe 0.02
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.
Invesco India Largecap Fund-Dividend

Description:

The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.29% 0.59 -36.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.29%
Sharpe 0.59
DD -36.93%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.
Aditya Birla Sun Life Nifty Next 50 ETF - Regular Plan-Growth

Description:

The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty Next 50, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -2.70% -0.12 -35.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -2.70%
Sharpe -0.12
DD -35.80%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty Next 50, subject to tracking errors.
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 -4.73% -0.19 -35.47%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -4.73%
Sharpe -0.19
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, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -0.97% -0.04 -37.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -0.97%
Sharpe -0.04
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, subject to tracking error.
DSP Nifty Next 50 Index Fund - Regular Plan-Growth

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 0.43% 0.02 -36.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.43%
Sharpe 0.02
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.
DSP Top 100 Equity Fund - Institutional Plan-Growth

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, by market capitalisation, listed on either BSE or NSE.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.00%
Sharpe 0.00
DD 0.00%
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, by market capitalisation, listed on either BSE or NSE.
Invesco India Growth Opportunities Fund-Growth

Description:

The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 9.27% 0.51 -58.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 9.27%
Sharpe 0.51
DD -58.90%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
IDFC Nifty ETF-Growth

Description:

The fund seeks to provide returns that, before expenses, closely correspond to the total return of the underlying index, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.48% 0.40 -37.72%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.48%
Sharpe 0.40
DD -37.72%
Risk Score
1 2 3 4 5

Description:

The fund seeks to provide returns that, before expenses, closely correspond to the total return of the underlying index, subject to tracking errors.
IDFC Large Cap Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate capital growth from predominantly investing in large cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.09% 0.38 -58.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.09%
Sharpe 0.38
DD -58.37%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate capital growth from predominantly investing in large cap stocks.
DSP Nifty 50 Index Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -0.97% -0.04 -37.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -0.97%
Sharpe -0.04
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, subject to tracking error.
SBI ETF Quality - Regular Plan-Growth

Description:

The scheme seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 0.47% 0.02 -29.13%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.47%
Sharpe 0.02
DD -29.13%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
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, endeavouring to attain results commensurate with Nifty 50 Index under NSE Nifty Plan, and to provide returns that, before expenses, closely correspond to the total return of common stocks as represented by the S&P BSE Sensex under S&P BSE Sensex Plan.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.82% 0.52 -59.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.82%
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, endeavouring to attain results commensurate with Nifty 50 Index under NSE Nifty Plan, and to provide returns that, before expenses, closely correspond to the total return of common stocks as represented by the S&P BSE Sensex under S&P BSE Sensex Plan.
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 8.08% 0.47 -37.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.08%
Sharpe 0.47
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 Bluechip Fund-Dividend

Description:

The scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 20.24% 0.89 -55.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 20.24%
Sharpe 0.89
DD -55.23%
Risk Score
1 2 3 4 5

Description:

The scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.
DSP Equity Opportunities Fund - Institutional Plan-Growth

Description:

The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
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, endeavouring to attain results commensurate with Nifty 50 Index under NSE Nifty Plan, and to provide returns that, before expenses, closely correspond to the total return of common stocks as represented by the S&P BSE Sensex under S&P BSE Sensex Plan.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.55% 0.51 -59.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.55%
Sharpe 0.51
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, endeavouring to attain results commensurate with Nifty 50 Index under NSE Nifty Plan, and to provide returns that, before expenses, closely correspond to the total return of common stocks as represented by the S&P BSE Sensex under S&P BSE Sensex Plan.
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 8.16% 0.47 -37.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.16%
Sharpe 0.47
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:

The scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 13.35% 0.62 -61.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 13.35%
Sharpe 0.62
DD -61.04%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Mid-cap stocks.
IDFC Large Cap Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate capital growth from predominantly investing in large cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.09% 0.38 -58.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.09%
Sharpe 0.38
DD -58.37%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate capital growth from predominantly investing in large cap stocks.
DSP Equity Opportunities Fund - Institutional Plan-Dividend

Description:

The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
ICICI Prudential Bluechip Fund - Institutional I Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation and income distribution to investors from a portfolio that is predominantly invested in equity and equity related securities of large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.41% 0.59 -39.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.41%
Sharpe 0.59
DD -39.86%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation and income distribution to investors from a portfolio that is predominantly invested in equity and equity related securities of large cap companies.
ICICI Prudential Nifty Next 50 ETF-Growth

Description:

The scheme seeks to provide returns before expenses that closely correspond to the total return of the underlying index subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -7.75% -0.34 -36.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -7.75%
Sharpe -0.34
DD -36.29%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns before expenses that closely correspond to the total return of the underlying index subject to tracking errors.
Tata Nifty Exchange Traded Fund - Regular Plan-Growth

Description:

The fund seeks to provide returns that, before expenses, closely correspond to the total return of the underlying index, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 0.01% 0.00 -38.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.01%
Sharpe 0.00
DD -38.36%
Risk Score
1 2 3 4 5

Description:

The fund seeks to provide returns that, before expenses, closely correspond to the total return of the underlying index, subject to tracking errors.
Franklin India Bluechip Fund-Growth

Description:

The scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.60% 0.88 -55.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.60%
Sharpe 0.88
DD -55.23%
Risk Score
1 2 3 4 5

Description:

The scheme is to generate long-term capital appreciation by actively managing a portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large cap companies.
Invesco India Growth Opportunities Fund-Dividend

Description:

The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 9.27% 0.51 -58.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 9.27%
Sharpe 0.51
DD -58.95%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
IDFC Sensex ETF-Growth

Description:

The fund seeks to provide returns that, before expenses, closely correspond to the total return of the underlying index, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.96% 0.47 -37.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.96%
Sharpe 0.47
DD -37.30%
Risk Score
1 2 3 4 5

Description:

The fund seeks to provide returns that, before expenses, closely correspond to the total return of the underlying index, subject to tracking errors.
SBI ETF Sensex Next 50 - Regular Plan-Dividend

Description:

The i scheme seeks to provide returns that, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -5.69% -0.23 -39.94%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -5.69%
Sharpe -0.23
DD -39.94%
Risk Score
1 2 3 4 5

Description:

The i scheme seeks to provide returns that, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
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 3.10% 0.17 -39.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 3.10%
Sharpe 0.17
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.
IDBI Nifty 50 Exchange Traded Fund-Growth

Description:

The scheme seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index (Nifty 50 Index), subject to tracking error, by holding the constituents of Nifty 50 Index in the portfolio in same proportion as that of the Index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index (Nifty 50 Index), subject to tracking error, by holding the constituents of Nifty 50 Index in the portfolio in same proportion as that of the Index.
Tata Index Sensex Fund - Plan B-Growth

Description:

The scheme aims to provide medium to long term capital gains, by investing in equity shares of only those companies comprised in the BSE Sensex and in the same proportion as that of the index, regardless of their investment merit.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide medium to long term capital gains, by investing in equity shares of only those companies comprised in the BSE Sensex and in the same proportion as that of the index, regardless of their investment merit.
JM Core 11 Fund-Growth

Description:

The objective of the fund is to generate returns by investing predominantly in a concentrated portfolio of equity and equity related securities. The 'concentrated portfolio' will comprise of not more than 11 stocks with each stock being invested to the extent of 9.09% of the NAV of the scheme.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -1.49% -0.05 -81.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -1.49%
Sharpe -0.05
DD -81.16%
Risk Score
1 2 3 4 5

Description:

The objective of the fund is to generate returns by investing predominantly in a concentrated portfolio of equity and equity related securities. The 'concentrated portfolio' will comprise of not more than 11 stocks with each stock being invested to the extent of 9.09% of the NAV of the scheme.
IDBI Focused 30 Equity Fund - Regular Plan-Growth

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 -2.67% -0.13 -35.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -2.67%
Sharpe -0.13
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.
DSP Equal Nifty 50 Fund - Regular Plan-Growth

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 -5.85% -0.27 -40.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -5.85%
Sharpe -0.27
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.
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 3.11% 0.17 -39.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 3.11%
Sharpe 0.17
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.
JM Core 11 Fund-Dividend

Description:

The objective of the fund is to generate returns by investing predominantly in a concentrated portfolio of equity and equity related securities. The 'concentrated portfolio' will comprise of not more than 11 stocks with each stock being invested to the extent of 9.09% of the NAV of the scheme.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap -1.49% -0.05 -81.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance -1.49%
Sharpe -0.05
DD -81.16%
Risk Score
1 2 3 4 5

Description:

The objective of the fund is to generate returns by investing predominantly in a concentrated portfolio of equity and equity related securities. The 'concentrated portfolio' will comprise of not more than 11 stocks with each stock being invested to the extent of 9.09% of the NAV of the scheme.

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