Search Filters


Search Filters



























BNP Paribas Focused 25 Equity Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies and the balance in debt securities & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -1.39% -0.08 -33.10%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -1.39%
Sharpe -0.08
DD -33.10%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies and the balance in debt securities & money market instruments.
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan-Growth

Description:

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 3.79% 0.21 -34.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 3.79%
Sharpe 0.21
DD -34.53%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.
Franklin India Focused Equity Fund-Growth

Description:

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.65% 0.50 -67.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.65%
Sharpe 0.50
DD -67.62%
Risk Score
1 2 3 4 5

Description:

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth
Franklin India Multi Asset Solution Fund-Growth

Description:

The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 0.98% 0.09 -27.73%
Risk Score

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 0.98%
Sharpe 0.09
DD -27.73%
Risk Score

Description:

The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity
Franklin India Equity Fund-Growth

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 17.82% 0.84 -56.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.82%
Sharpe 0.84
DD -56.43%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity
HDFC Retirement Savings Fund Equity Plan - Regular Plan-Growth

Description:

The Scheme seeks to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.07% 0.79 -35.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.07%
Sharpe 0.79
DD -35.04%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate a corpus to provide for pension to an investor in the form of income to the extent of the redemption value of their holding after the age of 60 years by investing in a mix of securities comprising of equity
Aditya Birla Sun Life Equity Fund-Dividend

Description:

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 31.62% 0.23 -69.64%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 31.62%
Sharpe 0.23
DD -69.64%
Risk Score
1 2 3 4 5

Description:

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs
IDBI Diversified Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to provide investors with opportunities for long-term growth in capital through investment in a diversified basket of equity stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.59% 0.87 -34.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.59%
Sharpe 0.87
DD -34.19%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide investors with opportunities for long-term growth in capital through investment in a diversified basket of equity stocks
Motilal Oswal Multicap 35 Fund - Regular Plan-Dividend

Description:

The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 2.67% 0.11 -37.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 2.67%
Sharpe 0.11
DD -37.15%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.
SBI Focused Equity Fund-Dividend

Description:

The scheme would primarily focus its investments in emerging business themes

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 30.79% 0.27 -78.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 30.79%
Sharpe 0.27
DD -78.38%
Risk Score
1 2 3 4 5

Description:

The scheme would primarily focus its investments in emerging business themes
IDBI Diversified Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to provide investors with opportunities for long-term growth in capital through investment in a diversified basket of equity stocks

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 19.48% 0.84 -34.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 19.48%
Sharpe 0.84
DD -34.17%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide investors with opportunities for long-term growth in capital through investment in a diversified basket of equity stocks
UTI Multi Asset Fund - Regular Plan-Growth

Description:

The scheme seeks to achieve long term capital appreciation through investments in a diversified portfolio of equity and equity related instruments along with Gold ETFs and debt/money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 11.39% 0.88 -25.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 11.39%
Sharpe 0.88
DD -25.07%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long term capital appreciation through investments in a diversified portfolio of equity and equity related instruments along with Gold ETFs and debt/money market instruments.
Aditya Birla Sun Life Financial Planning FoF - Aggressive Plan-Growth

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 9.78% 0.93 -22.25%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 9.78%
Sharpe 0.93
DD -22.25%
Risk Score
1 2 3 4 5

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process
Aditya Birla Sun Life Financial Planning FoF - Moderate Plan-Growth

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 9.00% 1.28 -17.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 9.00%
Sharpe 1.28
DD -17.38%
Risk Score
1 2 3 4 5

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme-Growth

Description:

The Scheme seeks to generate capital appreciation primarily from a portfolio of equity and debt funds accessed through the diversified investment styles of underlying schemes selected in accordance with the BSLAMC process.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 8.35% 0.61 -32.70%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 8.35%
Sharpe 0.61
DD -32.70%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate capital appreciation primarily from a portfolio of equity and debt funds accessed through the diversified investment styles of underlying schemes selected in accordance with the BSLAMC process.
Aditya Birla Sun Life Financial Planning FoF - Conservative Plan-Growth

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 8.11% 1.89 -11.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 8.11%
Sharpe 1.89
DD -11.52%
Risk Score
1 2 3 4 5

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process
ICICI Prudential Multicap Fund-Dividend

Description:

The scheme seeks to achieve long-term capital appreciation through investment in the core sectors of the economy like telecom

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 29.95% 0.12 -65.06%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 29.95%
Sharpe 0.12
DD -65.06%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long-term capital appreciation through investment in the core sectors of the economy like telecom
ICICI Prudential Multi Asset Fund-Dividend

Description:

The scheme aims to invest primarily in equities and for defensive consideration in fixed income securities including money market instruments with the aim of generating capital appreciation. The actual percentage of investments in will be decided after considering the prevailing market and economic conditions.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 28.13% 0.25 -54.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 28.13%
Sharpe 0.25
DD -54.43%
Risk Score
1 2 3 4 5

Description:

The scheme aims to invest primarily in equities and for defensive consideration in fixed income securities including money market instruments with the aim of generating capital appreciation. The actual percentage of investments in will be decided after considering the prevailing market and economic conditions.
Nippon India Multi Cap Fund-Dividend

Description:

The scheme aims to invest in stocks across those sectors and industries where India's strong inherent potential is increasingly becoming visible to the world

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 23.34% 0.35 -64.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 23.34%
Sharpe 0.35
DD -64.59%
Risk Score
1 2 3 4 5

Description:

The scheme aims to invest in stocks across those sectors and industries where India's strong inherent potential is increasingly becoming visible to the world
Tata Retirement Savings Fund - Progressive Plan - Regular Plan-Growth

Description:

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 13.31% 0.87 -34.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 13.31%
Sharpe 0.87
DD -34.30%
Risk Score
1 2 3 4 5

Description:

The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Baroda Multi Cap Fund-Growth

Description:

The scheme aims to capture growth opportunities provided by large cap

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 14.03% 0.66 -57.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.03%
Sharpe 0.66
DD -57.66%
Risk Score
1 2 3 4 5

Description:

The scheme aims to capture growth opportunities provided by large cap
Nippon India Retirement Fund - Wealth Creation Scheme-Growth

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

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 1.72% 0.09 -43.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 1.72%
Sharpe 0.09
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
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 13.19% 0.64 -65.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 13.19%
Sharpe 0.64
DD -65.67%
Risk Score
1 2 3 4 5

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.
Nippon India Focused Equity Fund-Dividend

Description:

The fund seeks to generate long term capital appreciation by investing in a portfolio of equity & equity related securities and derivatives predominantly in Mid Cap and Small Cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 17.98% 0.44 -62.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.98%
Sharpe 0.44
DD -62.14%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate long term capital appreciation by investing in a portfolio of equity & equity related securities and derivatives predominantly in Mid Cap and Small Cap companies.
UTI Multi Asset Fund - Regular Plan-Dividend

Description:

The scheme seeks to achieve long term capital appreciation through investments in a diversified portfolio of equity and equity related instruments along with Gold ETFs and debt/money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 17.82% 0.59 -24.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 17.82%
Sharpe 0.59
DD -24.88%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long term capital appreciation through investments in a diversified portfolio of equity and equity related instruments along with Gold ETFs and debt/money market instruments.
UTI Equity Fund - Regular Plan-Dividend

Description:

UTI Equity Fund is open-ended equity scheme with an objective of investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 15.21% 0.48 -52.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.21%
Sharpe 0.48
DD -52.43%
Risk Score
1 2 3 4 5

Description:

UTI Equity Fund is open-ended equity scheme with an objective of investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.
BNP Paribas Multi Cap Fund-Growth

Description:

The scheme aims to generate long term capital growth from an actively managed portfolio of equity and equity related securities

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.47% 0.56 -56.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.47%
Sharpe 0.56
DD -56.37%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long term capital growth from an actively managed portfolio of equity and equity related securities
ICICI Prudential Focused Equity Fund-Dividend

Description:

The fund seeks to generate capital appreciation by investing in companies constituting the BSE 100 index

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 15.96% 0.56 -32.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.96%
Sharpe 0.56
DD -32.75%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate capital appreciation by investing in companies constituting the BSE 100 index
Quantum Equity FoF - Regular Plan-Growth

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 3.81% 0.22 -35.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 3.81%
Sharpe 0.22
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.
HDFC Dynamic PE Ratio Fund of Funds - Regular Plan-Growth

Description:

The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 8.14% 0.80 -23.26%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 8.14%
Sharpe 0.80
DD -23.26%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
HDFC Multi Asset Fund-Growth

Description:

The scheme aims to generate positive returns around 15 months holding period in diverse scenarios of equity and bond markets

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 8.61% 1.42 -27.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 8.61%
Sharpe 1.42
DD -27.15%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate positive returns around 15 months holding period in diverse scenarios of equity and bond markets
Aditya Birla Sun Life Asset Allocator Multi-Manager FoF Scheme-Dividend

Description:

The Scheme seeks to generate capital appreciation primarily from a portfolio of equity and debt funds accessed through the diversified investment styles of underlying schemes selected in accordance with the BSLAMC process.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 8.27% 0.60 -32.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 8.27%
Sharpe 0.60
DD -32.73%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate capital appreciation primarily from a portfolio of equity and debt funds accessed through the diversified investment styles of underlying schemes selected in accordance with the BSLAMC process.
DSP Equity Fund-Dividend

Description:

The scheme seeks to generate long-term capital appreciation

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 30.50% 0.14 -63.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 30.50%
Sharpe 0.14
DD -63.44%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long-term capital appreciation
HDFC Equity Fund-Dividend

Description:

The scheme seeks to provide long-term capital appreciation by predominantly investing in high growth companies which enjoy distinct competitive advantages & have superior financial strengths. In order to reduce the risk of volatility

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 28.93% 0.12 -59.92%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 28.93%
Sharpe 0.12
DD -59.92%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide long-term capital appreciation by predominantly investing in high growth companies which enjoy distinct competitive advantages & have superior financial strengths. In order to reduce the risk of volatility
Axis Focused 25 Fund-Dividend

Description:

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 20.38% 0.75 -33.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 20.38%
Sharpe 0.75
DD -33.82%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies
Canara Robeco Equity Diversified Fund - Regular Plan-Dividend

Description:

The scheme aims to generate capital appreciation by investing in equity and equity related securities. The scheme would follow bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Being an open-ended scheme

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 25.83% 0.37 -61.32%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 25.83%
Sharpe 0.37
DD -61.32%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation by investing in equity and equity related securities. The scheme would follow bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Being an open-ended scheme
L&T Equity Fund-Dividend

Description:

The scheme aims to follow bottom up stock picking

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 21.79% 0.45 -56.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 21.79%
Sharpe 0.45
DD -56.86%
Risk Score
1 2 3 4 5

Description:

The scheme aims to follow bottom up stock picking
Baroda Multi Cap Fund-Dividend

Description:

The scheme aims to capture growth opportunities provided by large cap

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 21.56% 0.39 -57.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 21.56%
Sharpe 0.39
DD -57.66%
Risk Score
1 2 3 4 5

Description:

The scheme aims to capture growth opportunities provided by large cap
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

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 1.72% 0.09 -43.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 1.72%
Sharpe 0.09
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
HDFC Focused 30 Fund-Dividend

Description:

The scheme aims to generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. It will invest in Core group and Satellite group of companies. The 'Core' Group will comprise of well established and predominantly large cap companies whereas the 'satellite' group will comprise of predominantly small-mid cap companies that offer higher potential returns but at the same time carry higher risk.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 23.59% 0.25 -64.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 23.59%
Sharpe 0.25
DD -64.16%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. It will invest in Core group and Satellite group of companies. The 'Core' Group will comprise of well established and predominantly large cap companies whereas the 'satellite' group will comprise of predominantly small-mid cap companies that offer higher potential returns but at the same time carry higher risk.
Kotak Standard Multicap Fund Regular Plan-Dividend

Description:

The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 15.78% 0.71 -37.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.78%
Sharpe 0.71
DD -37.42%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments
Axis Triple Advantage Fund-Growth

Description:

The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 7.93% 0.86 -27.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 7.93%
Sharpe 0.86
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
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

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 16.60% 0.44 -64.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 16.60%
Sharpe 0.44
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
BNP Paribas Multi Cap Fund-Dividend

Description:

The scheme aims to generate long term capital growth from an actively managed portfolio of equity and equity related securities

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 18.75% 0.33 -56.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 18.75%
Sharpe 0.33
DD -56.37%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long term capital growth from an actively managed portfolio of equity and equity related securities
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 3.81% 0.22 -35.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 3.81%
Sharpe 0.22
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.
DSP Focus Fund-Dividend

Description:

The scheme portfolio will largely consist of companies

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 14.22% 0.49 -39.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.22%
Sharpe 0.49
DD -39.41%
Risk Score
1 2 3 4 5

Description:

The scheme portfolio will largely consist of companies
HDFC Dynamic PE Ratio Fund of Funds - Regular Plan-Dividend

Description:

The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 8.14% 0.80 -23.26%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 8.14%
Sharpe 0.80
DD -23.26%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
SBI Multi Asset Allocation Fund-Growth

Description:

The scheme aims to provide regular income

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 7.88% 1.72 -17.63%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 7.88%
Sharpe 1.72
DD -17.63%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide regular income
HDFC Multi Asset Fund-Dividend

Description:

The scheme aims to generate positive returns around 15 months holding period in diverse scenarios of equity and bond markets

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 16.18% 0.35 -27.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 16.18%
Sharpe 0.35
DD -27.14%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate positive returns around 15 months holding period in diverse scenarios of equity and bond markets
Axis Multicap Fund - Regular Plan-Dividend

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.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 7.61% 0.39 -30.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 7.61%
Sharpe 0.39
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.
Quantum Multi Asset Fund of Funds - Regular Plan-Growth

Description:

The scheme seeks to generate modest capital appreciation while trying to reduce risk (by diversifying risks across asset classes) from a combined portfolio of equity

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 7.66% 1.11 -14.25%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 7.66%
Sharpe 1.11
DD -14.25%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate modest capital appreciation while trying to reduce risk (by diversifying risks across asset classes) from a combined portfolio of equity
LIC MF Multicap Fund-Growth

Description:

The scheme seeks maximum possible capital growth consistent with reasonable levels of safety with predominant investment in equity

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 5.84% 0.26 -64.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.84%
Sharpe 0.26
DD -64.82%
Risk Score
1 2 3 4 5

Description:

The scheme seeks maximum possible capital growth consistent with reasonable levels of safety with predominant investment in equity
Axis Triple Advantage Fund-Dividend

Description:

The fund seeks to generate regular income through investments in diversified portfolio of equity and equity related instruments

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 9.61% 0.85 -27.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 9.61%
Sharpe 0.85
DD -27.38%
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
Franklin India Multi Asset Solution Fund-Dividend

Description:

The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 0.98% 0.09 -27.73%
Risk Score

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 0.98%
Sharpe 0.09
DD -27.73%
Risk Score

Description:

The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity
Kotak Focused Equity Fund - Regular Plan-Dividend

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 2.44% 0.09 -36.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 2.44%
Sharpe 0.09
DD -36.51%
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 across market capitalization of up to 30 companies.
Invesco India Multicap Fund-Dividend

Description:

The fund shall primarily focus on the mid and small cap stocks by following bottom up approach and the focus will primarily be on specific company rather than the industry in which that company operates.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 13.90% 0.82 -54.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 13.90%
Sharpe 0.82
DD -54.97%
Risk Score
1 2 3 4 5

Description:

The fund shall primarily focus on the mid and small cap stocks by following bottom up approach and the focus will primarily be on specific company rather than the industry in which that company operates.
IDFC Focused Equity Fund - Regular Plan-Dividend

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 17.26% 0.33 -50.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.26%
Sharpe 0.33
DD -50.29%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.
Mirae Asset Focused Fund - Regular Plan-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 13.05% 0.48 -38.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 13.05%
Sharpe 0.48
DD -38.37%
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.
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan-Dividend

Description:

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 3.79% 0.21 -34.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 3.79%
Sharpe 0.21
DD -34.53%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.
Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan-Dividend

Description:

The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -0.75% -0.03 -34.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -0.75%
Sharpe -0.03
DD -34.34%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to invest primarily in a well-diversified portfolio of equity and equity related securities.
Franklin India Equity Fund-Dividend

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 17.81% 0.83 -56.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.81%
Sharpe 0.83
DD -56.43%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity
BNP Paribas Focused 25 Equity Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies and the balance in debt securities & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -1.39% -0.08 -33.10%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -1.39%
Sharpe -0.08
DD -33.10%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital growth by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies and the balance in debt securities & money market instruments.
L&T Focused Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks. There is no assurance that the investment objective of the scheme will be realized.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 7.21% 0.35 -33.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 7.21%
Sharpe 0.35
DD -33.22%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks. There is no assurance that the investment objective of the scheme will be realized.
Franklin India Focused Equity Fund-Dividend

Description:

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.83% 0.50 -67.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.83%
Sharpe 0.50
DD -67.62%
Risk Score
1 2 3 4 5

Description:

The fund seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. It will focus on companies offering the best trade-off between growth
ICICI Prudential Retirement Fund - Pure Equity Plan-Dividend

Description:

The scheme seeks to generate long-term capital appreciation and income generation to investors from a portfolio that is predominantly invested in equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -3.51% -0.15 -37.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -3.51%
Sharpe -0.15
DD -37.40%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long-term capital appreciation and income generation to investors from a portfolio that is predominantly invested in equity and equity related securities.
IDFC Multi Cap Fund - Regular Plan-Dividend

Description:

The scheme aims to generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. It would invest in small and medium size businesses with good long term potential

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 22.37% 0.51 -60.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 22.37%
Sharpe 0.51
DD -60.33%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. It would invest in small and medium size businesses with good long term potential
LIC MF Multicap Fund-Dividend

Description:

The scheme seeks maximum possible capital growth consistent with reasonable levels of safety with predominant investment in equity

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.16% 0.22 -64.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.16%
Sharpe 0.22
DD -64.82%
Risk Score
1 2 3 4 5

Description:

The scheme seeks maximum possible capital growth consistent with reasonable levels of safety with predominant investment in equity

Session Expiry Warning

Your session will expire in minutes. Do you want to extend the session?

Verification