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Mirae Asset India Equity Fund - Regular Plan-Growth

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: Multi Cap 15.02% 0.78 -51.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.02%
Sharpe 0.78
DD -51.29%
Risk Score
1 2 3 4 5

SBI Bluechip Fund-Growth

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 10.03% 0.51 -61.45%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.03%
Sharpe 0.51
DD -61.45%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Focused Equity Fund-Growth

Description:

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.66% 0.71 -56.46%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.66%
Sharpe 0.71
DD -56.46%
Risk Score
1 2 3 4 5

DSP Focus Fund-Growth

Description:

The scheme portfolio will largely consist of companies, which are amongst the top 200 companies by market capitalisation. The portfolio will limit exposure to companies beyond the top 200 companies by market capitalization upto 20% of the net asset value. The scheme will also have at least 95% of the invested amount across the top 25 holdings in the portfolio which excludes debt & money market securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 8.57% 0.57 -27.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.57%
Sharpe 0.57
DD -27.03%
Risk Score
1 2 3 4 5

Reliance Large Cap Fund-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.50% 0.51 -56.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.50%
Sharpe 0.51
DD -56.89%
Risk Score
1 2 3 4 5

Kotak Standard Multicap Fund Regular Plan-Growth

Description:

The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.79% 0.92 -27.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.79%
Sharpe 0.92
DD -27.86%
Risk Score
1 2 3 4 5

HDFC Balanced Advantage Fund-Dividend Monthly

Description:

The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 16.63% 0.60 -58.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 16.63%
Sharpe 0.60
DD -58.89%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Frontline Equity Fund-Growth

Description:

The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. The secondary objective

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.78% 1.01 -56.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.78%
Sharpe 1.01
DD -56.37%
Risk Score
1 2 3 4 5

ICICI Prudential Value Discovery Fund-Growth

Description:

The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 19.79% 1.10 -63.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 19.79%
Sharpe 1.10
DD -63.79%
Risk Score
1 2 3 4 5

HDFC Balanced Advantage Fund-Growth

Description:

The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 16.65% 0.60 -58.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 16.65%
Sharpe 0.60
DD -58.88%
Risk Score
1 2 3 4 5

DSP Top 100 Equity Fund - Regular 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 20.08% 1.01 -51.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 20.08%
Sharpe 1.01
DD -51.73%
Risk Score
1 2 3 4 5

HDFC Equity Fund-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 18.36% 0.83 -59.92%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 18.36%
Sharpe 0.83
DD -59.92%
Risk Score
1 2 3 4 5

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 21.28% 0.96 -55.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 21.28%
Sharpe 0.96
DD -55.23%
Risk Score
1 2 3 4 5

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 16.17% 0.79 -61.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 16.17%
Sharpe 0.79
DD -61.04%
Risk Score
1 2 3 4 5

Kotak Bluechip Fund - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large Cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.15% 0.97 -57.81%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.15%
Sharpe 0.97
DD -57.81%
Risk Score
1 2 3 4 5

Tata Large Cap Fund - Regular Plan-Growth

Description:

Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.43% 0.87 -58.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.43%
Sharpe 0.87
DD -58.09%
Risk Score
1 2 3 4 5

Axis Bluechip Fund-Growth

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 10.64% 0.76 -27.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.64%
Sharpe 0.76
DD -27.24%
Risk Score
1 2 3 4 5

SBI Magnum Equity ESG Fund-Growth

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 companies following Environmental, Social and Governance (ESG) criteria.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 10.42% 0.52 -63.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 10.42%
Sharpe 0.52
DD -63.89%
Risk Score
1 2 3 4 5

HDFC Top 100 Fund-Growth

Description:

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Large-Cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.00% 0.87 -54.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.00%
Sharpe 0.87
DD -54.83%
Risk Score
1 2 3 4 5

UTI Focussed Equity Fund Series VI (1150 Days) - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of listed companies. The scheme will without any capitalization bias endeavour to invest in either growth stocks or value stocks or both. The Scheme will normally hold upto 30 stocks in the portfolio.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -8.59% -0.60 -15.81%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -8.59%
Sharpe -0.60
DD -15.81%
Risk Score
1 2 3 4 5

ICICI Prudential Nifty 100 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 15.79% 1.17 -20.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 15.79%
Sharpe 1.17
DD -20.38%
Risk Score
1 2 3 4 5

Reliance ETF Junior BeES-Dividend

Description:

The scheme aims to provide returns that closely correspond to the returns of securities as represented by the Nifty Next 50 Index, subject to tracking error. It will invest at least 90% of its total assets in the stocks of its corresponding underlying index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 20.17% 0.82 -72.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 20.17%
Sharpe 0.82
DD -72.22%
Risk Score
1 2 3 4 5

Tata Large Cap Fund - Regular Plan-Dividend

Description:

Earlier known as Tata Twin Option (Equity), the scheme aims at medium to long term capital growth, with 100 per cent investments in the equity of large-cap, liquid blue-chip companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.46% 0.87 -57.78%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.46%
Sharpe 0.87
DD -57.78%
Risk Score
1 2 3 4 5

Reliance Vision Fund-Growth

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 17.54% 0.80 -60.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 17.54%
Sharpe 0.80
DD -60.82%
Risk Score
1 2 3 4 5

ICICI Prudential Sensex ETF-Growth

Description:

The scheme seeks to track the returns of the BSE Sensex through investment in a basket of stocks drawn from the constituents of BSE Sensex.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 17.42% 0.80 -59.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 17.42%
Sharpe 0.80
DD -59.16%
Risk Score
1 2 3 4 5

Reliance Balanced Advantage Fund-Growth

Description:

The scheme seeks to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 15.92% 0.54 -62.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 15.92%
Sharpe 0.54
DD -62.62%
Risk Score
1 2 3 4 5

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, through investments in companies whose securities included in Nifty and in money market instruments & cash.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.97% 0.68 -60.47%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.97%
Sharpe 0.68
DD -60.47%
Risk Score
1 2 3 4 5

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 14.36% 0.65 -58.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.36%
Sharpe 0.65
DD -58.83%
Risk Score
1 2 3 4 5

UTI Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 14.05% 0.80 -52.27%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.05%
Sharpe 0.80
DD -52.27%
Risk Score
1 2 3 4 5

UTI Value Opportunities Fund - Regular Plan-Growth

Description:

The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization spectrum.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 13.35% 0.71 -55.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 13.35%
Sharpe 0.71
DD -55.59%
Risk Score
1 2 3 4 5

ICICI Prudential Advisor Series-Thematic Fund-Growth

Description:

The scheme aims to generate long term capital appreciation by investing predominantly in the schemes of Prudential ICICI Mutual Fund that actively invest in equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 14.02% 0.51 -56.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 14.02%
Sharpe 0.51
DD -56.04%
Risk Score
1 2 3 4 5

ICICI Prudential Focused Equity Fund-Growth

Description:

The scheme seeks to generate capital appreciation by investing in a concentrated portfolio of equity and equity related securities of up to 30 companies across market capitalization i.e. focus on multicap.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 11.55% 0.77 -27.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.55%
Sharpe 0.77
DD -27.75%
Risk Score
1 2 3 4 5

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 10.36% 0.63 -37.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.36%
Sharpe 0.63
DD -37.75%
Risk Score
1 2 3 4 5

UTI Core Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 11.11% 0.57 -60.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 11.11%
Sharpe 0.57
DD -60.52%
Risk Score
1 2 3 4 5

UTI Nifty Index Fund - Regular Plan-Growth

Description:

The scheme seeks to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by passive investment.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.79% 0.49 -59.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.79%
Sharpe 0.49
DD -59.66%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Sensex ETF-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.93% 0.71 -13.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.93%
Sharpe 0.71
DD -13.03%
Risk Score
1 2 3 4 5

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 9.10% 0.80 -12.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.10%
Sharpe 0.80
DD -12.41%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Nifty ETF Fund-Growth

Description:

The scheme aims to generate returns which closely correspond to the returns generated by securities as represented by Nifty 50 Index. The scheme would aim to maintain least amount of cash & will also try & avoid investment in debt & money market securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.72% 0.67 -21.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.72%
Sharpe 0.67
DD -21.05%
Risk Score
1 2 3 4 5

Reliance Focused Large Cap Fund-Growth

Description:

The scheme aims to generate capital appreciation and provide long-term growth opportunities by investing in equity & equity related securities of top 100 companies by market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 8.99% 0.47 -55.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.99%
Sharpe 0.47
DD -55.44%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Frontline Equity Fund-Dividend

Description:

The scheme seeks long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. The secondary objective

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 19.81% 1.02 -56.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 19.81%
Sharpe 1.02
DD -56.28%
Risk Score
1 2 3 4 5

ICICI Prudential Value Discovery Fund-Dividend

Description:

The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 19.78% 1.10 -63.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 19.78%
Sharpe 1.10
DD -63.82%
Risk Score
1 2 3 4 5

DHFL Pramerica Large Cap Fund-Growth

Description:

The Scheme seeks to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 18.26% 0.89 -56.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 18.26%
Sharpe 0.89
DD -56.04%
Risk Score
1 2 3 4 5

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 18.02% 0.87 -61.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 18.02%
Sharpe 0.87
DD -61.42%
Risk Score
1 2 3 4 5

Reliance 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 17.50% 0.80 -60.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 17.50%
Sharpe 0.80
DD -60.75%
Risk Score
1 2 3 4 5

HDFC Index Fund - Sensex Plus Plan-Growth

Description:

The scheme aims to invest 80 to 90% of its assets in the companies that form the Sensex and between 10 and 20% of the assets in the companies which are not included in the Sensex.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 17.50% 0.89 -56.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 17.50%
Sharpe 0.89
DD -56.28%
Risk Score
1 2 3 4 5

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 13.98% 1.28 -12.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.98%
Sharpe 1.28
DD -12.43%
Risk Score
1 2 3 4 5

LIC MF Exchange Traded Fund - Nifty 100-Growth

Description:

The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by NIFTY 100 INDEX, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.65% 1.25 -13.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.65%
Sharpe 1.25
DD -13.16%
Risk Score
1 2 3 4 5

Reliance Balanced Advantage Fund-Dividend

Description:

The scheme seeks to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 15.87% 0.53 -62.64%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 15.87%
Sharpe 0.53
DD -62.64%
Risk Score
1 2 3 4 5

BNP Paribas Large Cap Fund-Growth

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 15.04% 0.76 -63.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 15.04%
Sharpe 0.76
DD -63.22%
Risk Score
1 2 3 4 5

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 13.25% 0.94 -21.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.25%
Sharpe 0.94
DD -21.16%
Risk Score
1 2 3 4 5

ICICI Prudential NV20 ETF-Dividend

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 16.37% 1.37 -11.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 16.37%
Sharpe 1.37
DD -11.53%
Risk Score
1 2 3 4 5

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 12.33% 1.09 -12.56%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.33%
Sharpe 1.09
DD -12.56%
Risk Score
1 2 3 4 5

ICICI Prudential Nifty Low Vol 30 ETF-Dividend

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 11.56% 1.19 -10.81%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.56%
Sharpe 1.19
DD -10.81%
Risk Score
1 2 3 4 5

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, through investments in companies whose securities included in Nifty and in money market instruments & cash.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.79% 0.67 -60.47%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.79%
Sharpe 0.67
DD -60.47%
Risk Score
1 2 3 4 5

Reliance ETF Nifty BeES-Dividend

Description:

The scheme aims to provide returns close to the total return of stocks as represented by Nifty 50 Index. It is an Exchange Traded Fund which is listed on the capital market (rolling settlement) segment of the NSE.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.96% 0.69 -59.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.96%
Sharpe 0.69
DD -59.43%
Risk Score
1 2 3 4 5

HDFC Index Fund - Sensex Plan-Growth

Description:

The scheme aims to generate returns that are commensurate with the performance of S&P BSE Sensex, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.25% 0.68 -62.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.25%
Sharpe 0.68
DD -62.30%
Risk Score
1 2 3 4 5

Reliance ETF Shariah BeES-Dividend

Description:

The scheme seeks to generate returns that closely correspond to the total returns of the securities as represented by the Nifty Shariah Index by investing upto 90% of its assets in securities which are constituents of CNX Nifty Shariah Index in the same proportion as in the index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.75% 0.83 -23.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.75%
Sharpe 0.83
DD -23.52%
Risk Score
1 2 3 4 5

Reliance ETF Nifty 100-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 Nifty 100 Index, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.35% 0.93 -21.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.35%
Sharpe 0.93
DD -21.07%
Risk Score
1 2 3 4 5

UTI Value Opportunities Fund - Regular Plan-Dividend

Description:

The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization spectrum.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 13.29% 0.70 -55.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 13.29%
Sharpe 0.70
DD -55.69%
Risk Score
1 2 3 4 5

HDFC Index Fund Nifty 50 Plan-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.97% 0.66 -60.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.97%
Sharpe 0.66
DD -60.57%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Focused Equity Fund-Dividend

Description:

The Scheme seeks to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.64% 0.71 -56.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.64%
Sharpe 0.71
DD -56.54%
Risk Score
1 2 3 4 5

IDBI India Top 100 Equity Fund-Growth

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 12.26% 0.93 -19.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.26%
Sharpe 0.93
DD -19.59%
Risk Score
1 2 3 4 5

ICICI Prudential Advisor Series-Thematic Fund-Dividend

Description:

The scheme aims to generate long term capital appreciation by investing predominantly in the schemes of Prudential ICICI Mutual Fund that actively invest in equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 14.02% 0.51 -56.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 14.02%
Sharpe 0.51
DD -56.04%
Risk Score
1 2 3 4 5

Principal Focused Multicap Fund-Growth

Description:

The scheme would predominantly invest in companies having a large market capitalization. Large Cap Companies would be defined as those having market capitalization greater than Rs.750 crore as on the date of investment.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 13.68% 0.67 -65.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 13.68%
Sharpe 0.67
DD -65.67%
Risk Score
1 2 3 4 5

SBI Nifty Index Fund-Growth

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 13.67% 0.64 -60.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.67%
Sharpe 0.64
DD -60.50%
Risk Score
1 2 3 4 5

ICICI Prudential Nifty ETF-Dividend

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 12.57% 0.90 -21.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.57%
Sharpe 0.90
DD -21.52%
Risk Score
1 2 3 4 5

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, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.50% 0.62 -61.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.50%
Sharpe 0.62
DD -61.86%
Risk Score
1 2 3 4 5

Taurus Largecap Equity Fund - Regular Plan-Growth

Description:

The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.69% 0.48 -67.77%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.69%
Sharpe 0.48
DD -67.77%
Risk Score
1 2 3 4 5

DHFL Pramerica Large Cap Fund - Wealth Plan-Growth

Description:

The Scheme seeks to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.41% 0.80 -30.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.41%
Sharpe 0.80
DD -30.79%
Risk Score
1 2 3 4 5

UTI Nifty Exchange Traded Fund-Dividend

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 11.52% 0.94 -15.49%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.52%
Sharpe 0.94
DD -15.49%
Risk Score
1 2 3 4 5

Reliance ETF Dividend Opportunities-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 Nifty Dividend Opportunities 50 Index, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 11.72% 0.82 -23.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 11.72%
Sharpe 0.82
DD -23.19%
Risk Score
1 2 3 4 5

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, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 12.67% 0.59 -60.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.67%
Sharpe 0.59
DD -60.66%
Risk Score
1 2 3 4 5

UTI Sensex Exchange Traded Fund-Dividend

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 11.68% 0.97 -16.08%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.68%
Sharpe 0.97
DD -16.08%
Risk Score
1 2 3 4 5

LIC MF Exchange Traded Fund - Sensex-Growth

Description:

The scheme seeks to provide returns that, closely correspond to the total returns of the securities as represented by the S&P BSE SENSEX by holding S&P BSE SENSEX stocks in same proportion, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.57% 0.96 -12.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.57%
Sharpe 0.96
DD -12.55%
Risk Score
1 2 3 4 5

UTI Core Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 12.76% 0.55 -60.56%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 12.76%
Sharpe 0.55
DD -60.56%
Risk Score
1 2 3 4 5

Kotak India EQ Contra Fund - Regular Plan-Growth

Description:

The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 12.09% 0.65 -58.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 12.09%
Sharpe 0.65
DD -58.36%
Risk Score
1 2 3 4 5

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 12.62% 0.56 -59.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 12.62%
Sharpe 0.56
DD -59.53%
Risk Score
1 2 3 4 5

UTI Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.18% 0.55 -52.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.18%
Sharpe 0.55
DD -52.43%
Risk Score
1 2 3 4 5

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, subject to 2% tracking error.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 6.19% 0.48 -16.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 6.19%
Sharpe 0.48
DD -16.73%
Risk Score
1 2 3 4 5

ICICI Prudential Focused Equity Fund-Dividend

Description:

The scheme seeks to generate capital appreciation by investing in a concentrated portfolio of equity and equity related securities of up to 30 companies across market capitalization i.e. focus on multicap.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 11.56% 0.77 -27.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.56%
Sharpe 0.77
DD -27.75%
Risk Score
1 2 3 4 5

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 9.78% 0.81 -15.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.78%
Sharpe 0.81
DD -15.99%
Risk Score
1 2 3 4 5

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 10.36% 0.63 -37.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.36%
Sharpe 0.63
DD -37.75%
Risk Score
1 2 3 4 5

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 10.68% 0.77 -26.12%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.68%
Sharpe 0.77
DD -26.12%
Risk Score
1 2 3 4 5

JM Multicap Fund-Growth

Description:

The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.54% 0.47 -42.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.54%
Sharpe 0.47
DD -42.41%
Risk Score
1 2 3 4 5

Axis Nifty ETF - Regular Plan-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 7.88% 0.68 -12.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 7.88%
Sharpe 0.68
DD -12.53%
Risk Score
1 2 3 4 5

Essel Large Cap Equity Fund-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors of large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.46% 0.79 -16.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.46%
Sharpe 0.79
DD -16.29%
Risk Score
1 2 3 4 5

HDFC Growth Opportunities Fund - Regular Plan-Growth

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 11.56% 0.50 -64.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 11.56%
Sharpe 0.50
DD -64.51%
Risk Score
1 2 3 4 5

Principal Nifty 100 Equal Weight Fund-Growth

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 10.61% 0.46 -60.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.61%
Sharpe 0.46
DD -60.15%
Risk Score
1 2 3 4 5

IDFC Focused Equity Fund - Regular Plan-Growth

Description:

The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 9.95% 0.49 -50.48%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.95%
Sharpe 0.49
DD -50.48%
Risk Score
1 2 3 4 5

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 10.39% 0.60 -58.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 10.39%
Sharpe 0.60
DD -58.90%
Risk Score
1 2 3 4 5

UTI Nifty Index Fund - Regular Plan-Dividend

Description:

The scheme seeks to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by passive investment.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.79% 0.49 -59.65%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.79%
Sharpe 0.49
DD -59.65%
Risk Score
1 2 3 4 5

Indiabulls Bluechip Fund-Growth

Description:

The scheme seeks to achieve long-term appreciation from a portfolio that invests predominantly in equity and equity related securities of blue chip large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.82% 0.68 -20.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.82%
Sharpe 0.68
DD -20.73%
Risk Score
1 2 3 4 5

Canara Robeco Bluechip Equity Fund - Regular Plan-Growth

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 9.98% 0.74 -21.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.98%
Sharpe 0.74
DD -21.51%
Risk Score
1 2 3 4 5

Reliance Large Cap Fund-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing predominantly into equity and equity related instruments of large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 10.34% 0.50 -56.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.34%
Sharpe 0.50
DD -56.89%
Risk Score
1 2 3 4 5

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 9.10% 0.80 -12.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.10%
Sharpe 0.80
DD -12.41%
Risk Score
1 2 3 4 5

Reliance ETF NV20-Dividend

Description:

The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the NV20 Index before expenses, subject to tracking errors.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.18% 0.79 -19.46%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.18%
Sharpe 0.79
DD -19.46%
Risk Score
1 2 3 4 5

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 8.53% 0.51 -39.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.53%
Sharpe 0.51
DD -39.00%
Risk Score
1 2 3 4 5

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 8.97% 0.43 -58.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.97%
Sharpe 0.43
DD -58.37%
Risk Score
1 2 3 4 5

Taurus Starshare (Multi Cap) Fund - Regular Plan-Growth

Description:

The scheme aims to provide long term capital appreciation as well as distribute income by way of dividends, through investment in equity, debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 9.46% 0.38 -74.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.46%
Sharpe 0.38
DD -74.15%
Risk Score
1 2 3 4 5

JM Large Cap Fund-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 9.15% 0.37 -71.81%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 9.15%
Sharpe 0.37
DD -71.81%
Risk Score
1 2 3 4 5

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