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Nippon India Retirement Fund - Wealth Creation Scheme-Dividend

Description:

The scheme seeks to provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 0.97% 0.05 -43.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 0.97%
Sharpe 0.05
DD -43.99%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities.
HDFC Focused 30 Fund-Dividend

Description:

The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.11% 0.56 -64.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.11%
Sharpe 0.56
DD -64.16%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Axis Multicap Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 5.92% 0.33 -30.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.92%
Sharpe 0.33
DD -30.04%
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 and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.
PGIM India Diversified Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 5.97% 0.34 -36.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.97%
Sharpe 0.34
DD -36.53%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.
Kotak Standard Multicap Fund Regular Plan-Dividend

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 11.25% 0.70 -37.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.25%
Sharpe 0.70
DD -37.42%
Risk Score
1 2 3 4 5

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.
Axis Triple Advantage Fund-Growth

Description:

The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments, fixed income securities and gold exchange traded funds.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 7.28% 0.25 -27.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 7.28%
Sharpe 0.25
DD -27.51%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments, fixed income securities and gold exchange traded funds.
SBI Magnum Multicap Fund-Dividend

Description:

The scheme would invest in equities and equity related instruments of companies spanning the entire market capitalization spectrum. The fund will invest 50-90 per cent in large-cap stocks, 10-40 per cent in mid-cap stocks and upto 10 per cent in small-cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.27% 0.50 -64.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.27%
Sharpe 0.50
DD -64.90%
Risk Score
1 2 3 4 5

Description:

The scheme would invest in equities and equity related instruments of companies spanning the entire market capitalization spectrum. The fund will invest 50-90 per cent in large-cap stocks, 10-40 per cent in mid-cap stocks and upto 10 per cent in small-cap stocks.
BNP Paribas Multi Cap Fund-Dividend

Description:

The scheme seeks to generate long term capital growth from an actively managed portfolio of equity and equity related securities across market capitalisation.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.01% 0.53 -56.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.01%
Sharpe 0.53
DD -56.37%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital growth from an actively managed portfolio of equity and equity related securities across market capitalisation.
JM Multicap Fund-Dividend

Description:

The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 9.74% 0.41 -42.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.74%
Sharpe 0.41
DD -42.41%
Risk Score
1 2 3 4 5

Description:

The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile.
Quantum Equity FoF - Regular Plan-Dividend

Description:

The scheme aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 2.33% 0.13 -35.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 2.33%
Sharpe 0.13
DD -35.18%
Risk Score
1 2 3 4 5

Description:

The scheme aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.

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