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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 15.04% 0.79 -51.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.04%
Sharpe 0.79
DD -51.29%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Equity Advantage Fund - Regular Plan-Growth

Description:

The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 16.08% 0.75 -67.24%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 16.08%
Sharpe 0.75
DD -67.24%
Risk Score
1 2 3 4 5

SBI Magnum Multicap Fund-Growth

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 11.58% 0.58 -64.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.58%
Sharpe 0.58
DD -64.90%
Risk Score
1 2 3 4 5

DSP Equity Opportunities Fund-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 17.66% 0.83 -61.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 17.66%
Sharpe 0.83
DD -61.83%
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 8.88% 0.60 -27.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.88%
Sharpe 0.60
DD -27.03%
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 12.97% 0.94 -27.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.97%
Sharpe 0.94
DD -27.86%
Risk Score
1 2 3 4 5

Reliance Multi Cap Fund-Growth

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, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 16.93% 0.87 -64.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 16.93%
Sharpe 0.87
DD -64.59%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Equity Fund-Growth

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, emerging sectors & other primary market offerings.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 23.60% 0.95 -69.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 23.60%
Sharpe 0.95
DD -69.58%
Risk Score
1 2 3 4 5

Motilal Oswal Multicap 35 Fund - Regular Plan-Growth

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 22.36% 1.55 -19.35%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 22.36%
Sharpe 1.55
DD -19.35%
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 19.25% 1.07 -63.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 19.25%
Sharpe 1.07
DD -63.79%
Risk Score
1 2 3 4 5

Principal Multi Cap Growth Fund-Growth

Description:

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 14.84% 0.73 -68.81%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.84%
Sharpe 0.73
DD -68.81%
Risk Score
1 2 3 4 5

HDFC Hybrid Equity Fund-Growth

Description:

The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 12.30% 0.36 -62.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 12.30%
Sharpe 0.36
DD -62.03%
Risk Score
1 2 3 4 5

Franklin India Equity Fund-Growth

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 19.37% 0.92 -56.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 19.37%
Sharpe 0.92
DD -56.43%
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 18.35% 0.83 -59.92%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 18.35%
Sharpe 0.83
DD -59.92%
Risk Score
1 2 3 4 5

Reliance Focused Equity Fund-Growth

Description:

The fund seeks to generate long term capital appreciation by investing in a portfolio of equity & equity related securities up to 30 companies across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.36% 0.71 -62.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.36%
Sharpe 0.71
DD -62.14%
Risk Score
1 2 3 4 5

Franklin India Focused Equity Fund-Growth

Description:

The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.44% 0.60 -67.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.44%
Sharpe 0.60
DD -67.62%
Risk Score
1 2 3 4 5

ICICI Prudential Multi Asset Fund-Growth

Description:

The scheme seeks to generate capital appreciation and income for investors by investing across asset classes.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 21.20% 0.89 -54.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 21.20%
Sharpe 0.89
DD -54.43%
Risk Score
1 2 3 4 5

HDFC Retirement Savings Fund Equity Plan - Regular Plan-Growth

Description:

The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 18.38% 1.66 -14.78%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 18.38%
Sharpe 1.66
DD -14.78%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Special Situations Fund-Growth

Description:

The scheme aims to generate long-term growth of capital by investing in a portfolio of equity and equity related securities by following the strategy that would take advantage of special situations and contrarian investment style.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 9.21% 0.46 -55.63%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.21%
Sharpe 0.46
DD -55.63%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life India Reforms Fund-Growth

Description:

The scheme seeks to generate income & capital appreciation by predominantly investing in equity & equity linked instruments of companies that are expected to benefit from the economic reforms, PSU divestment and increased government spending. The scheme will invest across sectors without any market cap or sectorial bias.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 8.39% 0.51 -39.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.39%
Sharpe 0.51
DD -39.04%
Risk Score
1 2 3 4 5

Tata Equity PE Fund - Regular Plan-Growth

Description:

The fund seeks to provide capital appreciation by investing 70 per cent of the total assets in stocks having a trailing P/E ratio less than that of the BSE Sensex at the time of investment.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 18.42% 0.94 -62.25%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 18.42%
Sharpe 0.94
DD -62.25%
Risk Score
1 2 3 4 5

SBI Large & Midcap Fund-Growth

Description:

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 16.76% 0.88 -60.96%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 16.76%
Sharpe 0.88
DD -60.96%
Risk Score
1 2 3 4 5

Tata Ethical Fund - Regular Plan-Growth

Description:

The fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 16.15% 0.67 -70.76%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 16.15%
Sharpe 0.67
DD -70.76%
Risk Score
1 2 3 4 5

HDFC Capital Builder Value Fund-Growth

Description:

The scheme seeks to achieve capital appreciation/income in the long term by primarily investing in undervalued stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 15.40% 0.78 -62.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 15.40%
Sharpe 0.78
DD -62.79%
Risk Score
1 2 3 4 5

Franklin India Equity Fund-Dividend

Description:

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 19.37% 0.91 -56.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 19.37%
Sharpe 0.91
DD -56.43%
Risk Score
1 2 3 4 5

SBI Focused Equity Fund-Growth

Description:

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 18.86% 0.92 -78.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 18.86%
Sharpe 0.92
DD -78.36%
Risk Score
1 2 3 4 5

Reliance Capital Builder Fund IV Series C - Regular Plan-Growth

Description:

The scheme seeks to provide capital appreciation to the investors, which will be in line with their long term savings

Key Highlights:

Category Performance Sharpe DD
Equity: Small Cap -24.61% -1.45 -29.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Small Cap
Performance -24.61%
Sharpe -1.45
DD -29.87%
Risk Score
1 2 3 4 5

Kotak India Growth Fund Series 4 - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -11.57% -0.48 -16.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -11.57%
Sharpe -0.48
DD -16.66%
Risk Score
1 2 3 4 5

ICICI Prudential Large & Mid Cap Fund-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 17.31% 0.76 -60.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 17.31%
Sharpe 0.76
DD -60.93%
Risk Score
1 2 3 4 5

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, emerging sectors & other primary market offerings.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 22.00% 0.91 -69.64%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 22.00%
Sharpe 0.91
DD -69.64%
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 20.18% 0.82 -72.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 20.18%
Sharpe 0.82
DD -72.22%
Risk Score
1 2 3 4 5

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 portfolio of equity & equity related instruments across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 16.14% 1.40 -17.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 16.14%
Sharpe 1.40
DD -17.40%
Risk Score
1 2 3 4 5

Canara Robeco Equity Diversified Fund - Regular Plan-Growth

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, some portion of the portfolio may be invested in money market instruments so as to meet the normal repurchase requirements.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 17.31% 0.82 -61.35%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.31%
Sharpe 0.82
DD -61.35%
Risk Score
1 2 3 4 5

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 22.36% 1.55 -19.35%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 22.36%
Sharpe 1.55
DD -19.35%
Risk Score
1 2 3 4 5

Tata Ethical Fund - Regular Plan-Dividend

Description:

The fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 18.35% 0.94 -70.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 18.35%
Sharpe 0.94
DD -70.53%
Risk Score
1 2 3 4 5

SBI Focused Equity Fund-Dividend

Description:

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 18.86% 0.92 -78.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 18.86%
Sharpe 0.92
DD -78.38%
Risk Score
1 2 3 4 5

SBI Contra Fund-Dividend

Description:

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 17.20% 0.81 -60.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 17.20%
Sharpe 0.81
DD -60.19%
Risk Score
1 2 3 4 5

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 portfolio of equity & equity related instruments across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 16.12% 1.20 -17.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 16.12%
Sharpe 1.20
DD -17.44%
Risk Score
1 2 3 4 5

ICICI Prudential Multicap Fund-Growth

Description:

The scheme seeks to generate capital appreciation through investments in equity & equity related instrument across large cap, mid cap and small cap stocks of various industries.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 17.36% 0.69 -65.06%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.36%
Sharpe 0.69
DD -65.06%
Risk Score
1 2 3 4 5

HDFC Capital Builder Value Fund-Dividend

Description:

The scheme seeks to achieve capital appreciation/income in the long term by primarily investing in undervalued stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 15.42% 0.77 -62.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 15.42%
Sharpe 0.77
DD -62.79%
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 14.00% 0.80 -52.27%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.00%
Sharpe 0.80
DD -52.27%
Risk Score
1 2 3 4 5

ICICI Prudential Midcap Select 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 & MidCap 11.22% 0.69 -24.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 11.22%
Sharpe 0.69
DD -24.42%
Risk Score
1 2 3 4 5

UTI Dividend Yield Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation and income by investing predominantly in dividend yielding equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Dividend Yield 13.83% 0.78 -50.84%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Dividend Yield
Performance 13.83%
Sharpe 0.78
DD -50.84%
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 10.70% 0.71 -27.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.70%
Sharpe 0.71
DD -27.75%
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

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 10.50% 0.64 -37.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.50%
Sharpe 0.64
DD -37.75%
Risk Score
1 2 3 4 5

UTI Bluechip Flexicap Fund-Growth

Description:

The scheme seeks to generate capital appreciation and/ or income distribution by investing the funds in stocks that are Leader in their respective industries/ sectors / Sub-sector.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.38% 0.50 -61.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.38%
Sharpe 0.50
DD -61.41%
Risk Score
1 2 3 4 5

UTI Multi Cap Fund - Regular Plan-Growth

Description:

The fund seeks to generate long term capital appreciation by investing in equity & equity related instruments across market capitalization, fixed income securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 9.36% 0.70 -19.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.36%
Sharpe 0.70
DD -19.03%
Risk Score
1 2 3 4 5

UTI Children's Career Fund-Investment Plan - 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 8.58% 0.69 -26.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.58%
Sharpe 0.69
DD -26.20%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 7.18% 0.49 -20.98%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 7.18%
Sharpe 0.49
DD -20.98%
Risk Score
1 2 3 4 5

ICICI Prudential Smallcap Fund-Growth

Description:

The scheme seeks to generate capital appreciation by predominantly investing in equity and equity related securities of small cap stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Small Cap 7.41% 0.46 -58.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Small Cap
Performance 7.41%
Sharpe 0.46
DD -58.82%
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 19.24% 1.07 -63.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 19.24%
Sharpe 1.07
DD -63.82%
Risk Score
1 2 3 4 5

Templeton India Value Fund-Growth

Description:

The scheme seeks to provide long-term capital appreciation to its Unitholders by following a value investment strategy.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 17.77% 0.87 -59.11%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 17.77%
Sharpe 0.87
DD -59.11%
Risk Score
1 2 3 4 5

Kotak Equity Opportunities Fund - Regular Plan-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 17.65% 0.87 -64.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 17.65%
Sharpe 0.87
DD -64.69%
Risk Score
1 2 3 4 5

IDFC Multi Cap Fund - Regular Plan-Growth

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, which are available at cheap valuations.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 17.34% 0.95 -60.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.34%
Sharpe 0.95
DD -60.33%
Risk Score
1 2 3 4 5

Taurus Ethical Fund - Regular Plan-Growth

Description:

To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities, which are based on the principles of Shariah.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 17.20% 1.18 -21.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 17.20%
Sharpe 1.18
DD -21.87%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Equity Advantage Fund - Regular Plan-Dividend

Description:

The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 16.79% 0.73 -70.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 16.79%
Sharpe 0.73
DD -70.87%
Risk Score
1 2 3 4 5

ICICI Prudential Multi Asset Fund-Dividend

Description:

The scheme seeks to generate capital appreciation and income for investors by investing across asset classes.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 16.68% 0.65 -54.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 16.68%
Sharpe 0.65
DD -54.43%
Risk Score
1 2 3 4 5

Axis Focused 25 Fund-Growth

Description:

The scheme seeks to generate long term capital appreciation by investing in concentrated portfolio of equity & equity related instruments of upto 25 companies, primarily in companies among the top 200 in terms of market capitalisation.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 15.31% 1.12 -20.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.31%
Sharpe 1.12
DD -20.03%
Risk Score
1 2 3 4 5

ICICI Prudential Multicap Fund-Dividend

Description:

The scheme seeks to generate capital appreciation through investments in equity & equity related instrument across large cap, mid cap and small cap stocks of various industries.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 17.35% 0.69 -65.06%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 17.35%
Sharpe 0.69
DD -65.06%
Risk Score
1 2 3 4 5

ICICI Prudential Large & Mid Cap Fund-Dividend

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 16.42% 0.73 -60.79%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 16.42%
Sharpe 0.73
DD -60.79%
Risk Score
1 2 3 4 5

Reliance 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, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 16.92% 0.87 -64.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 16.92%
Sharpe 0.87
DD -64.59%
Risk Score
1 2 3 4 5

L&T Equity Fund-Growth

Description:

The scheme aims to follow bottom up stock picking, without any bias for sectors or market capitalizations. The scheme will attempt to be fully invested in equities at all times, however, upto 20 per cent of its assets can be invested in cash and cash equivalents.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 15.74% 0.84 -56.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.74%
Sharpe 0.84
DD -56.86%
Risk Score
1 2 3 4 5

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 14.77% 1.11 -18.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.77%
Sharpe 1.11
DD -18.87%
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 15.13% 0.77 -63.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 15.13%
Sharpe 0.77
DD -63.22%
Risk Score
1 2 3 4 5

Baroda Multi Cap Fund-Growth

Description:

The scheme aims to capture growth opportunities provided by large cap, mid cap & small cap companies with flexibility & discretion to invest upto 100% into equities while not exceeding 25% in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 14.96% 0.71 -57.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.96%
Sharpe 0.71
DD -57.66%
Risk Score
1 2 3 4 5

Franklin India Life Stage Fund of Funds 20s-Growth

Description:

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation. The scheme will invest in a combination of equity and income funds of Franklin Templeton Mutual Fund. The debt and equity allocation will be automatically rebalanced every 6 months to revert to the steady state levels.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 15.26% 0.67 -46.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 15.26%
Sharpe 0.67
DD -46.97%
Risk Score
1 2 3 4 5

Invesco India Multicap Fund-Growth

Description:

The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 15.03% 0.95 -54.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.03%
Sharpe 0.95
DD -54.97%
Risk Score
1 2 3 4 5

Reliance 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, equity related instruments and fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 5.75% 0.41 -20.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.75%
Sharpe 0.41
DD -20.36%
Risk Score
1 2 3 4 5

Tata Dividend Yield Fund - Regular Plan-Growth

Description:

The scheme aims to provide income distribution or medium to long term capital gains by investing predominantly in high dividend yield stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 15.21% 0.83 -60.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 15.21%
Sharpe 0.83
DD -60.09%
Risk Score
1 2 3 4 5

SBI Contra Fund-Growth

Description:

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities following a contrarian investment strategy.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 13.67% 0.70 -60.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 13.67%
Sharpe 0.70
DD -60.19%
Risk Score
1 2 3 4 5

HDFC Focused 30 Fund-Growth

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 14.19% 0.70 -64.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.19%
Sharpe 0.70
DD -64.16%
Risk Score
1 2 3 4 5

Templeton India Equity Income Fund-Growth

Description:

The Scheme seeks to provide a combination of regular income and long-term capital appreciation by investing primarily in stocks that have a current or potentially attractive dividend yield, by using a value strategy.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Dividend Yield 12.95% 0.71 -59.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Dividend Yield
Performance 12.95%
Sharpe 0.71
DD -59.51%
Risk Score
1 2 3 4 5

UTI Dividend Yield Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long term capital appreciation and income by investing predominantly in dividend yielding equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Dividend Yield 13.81% 0.78 -50.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Dividend Yield
Performance 13.81%
Sharpe 0.78
DD -50.69%
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 13.94% 0.68 -65.67%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 13.94%
Sharpe 0.68
DD -65.67%
Risk Score
1 2 3 4 5

Invesco India Contra Fund-Growth

Description:

The scheme seeks to generate capital appreciation by investing predominantly in Equity and Equity Related Instruments through contrarian investing.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 13.21% 0.73 -58.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 13.21%
Sharpe 0.73
DD -58.14%
Risk Score
1 2 3 4 5

Reliance Focused Equity Fund-Dividend

Description:

The fund seeks to generate long term capital appreciation by investing in a portfolio of equity & equity related securities up to 30 companies across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 12.36% 0.71 -62.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 12.36%
Sharpe 0.71
DD -62.14%
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 12.75% 0.55 -60.56%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 12.75%
Sharpe 0.55
DD -60.56%
Risk Score
1 2 3 4 5

L&T Large and Midcap Fund-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 12.45% 0.63 -64.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 12.45%
Sharpe 0.63
DD -64.80%
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

DSP Equity Fund-Growth

Description:

The scheme seeks to generate long-term capital appreciation, from a portfolio which is substantially constituted of equity and equity related securities and may also invest a certain portion of its corpus in debt and money market securities, in order to meet liquidity requirements from time to time. In Picking out individual investment opportunities for the portfolio, the investment manager will seek both value & growth.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 11.28% 0.60 -56.08%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.28%
Sharpe 0.60
DD -56.08%
Risk Score
1 2 3 4 5

Tata Large & Mid Cap Fund - Regular Plan-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 11.81% 0.53 -68.36%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 11.81%
Sharpe 0.53
DD -68.36%
Risk Score
1 2 3 4 5

Principal Dividend Yield Fund-Growth

Description:

The scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Dividend Yield 11.76% 0.65 -62.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Dividend Yield
Performance 11.76%
Sharpe 0.65
DD -62.82%
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 6.34% 0.49 -17.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 6.34%
Sharpe 0.49
DD -17.51%
Risk Score
1 2 3 4 5

BNP Paribas Multi Cap Fund-Growth

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 11.30% 0.62 -56.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.30%
Sharpe 0.62
DD -56.37%
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 10.50% 0.64 -37.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.50%
Sharpe 0.64
DD -37.75%
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 10.86% 0.49 -42.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.86%
Sharpe 0.49
DD -42.41%
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 10.70% 0.71 -27.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.70%
Sharpe 0.71
DD -27.75%
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 10.70% 0.80 -16.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.70%
Sharpe 0.80
DD -16.29%
Risk Score
1 2 3 4 5

Franklin India Opportunities Fund-Growth

Description:

The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 11.22% 0.46 -66.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 11.22%
Sharpe 0.46
DD -66.14%
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 9.73% 0.48 -50.48%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.73%
Sharpe 0.48
DD -50.48%
Risk Score
1 2 3 4 5

IDFC Core Equity Fund - Regular Plan-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 10.73% 0.54 -61.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 10.73%
Sharpe 0.54
DD -61.51%
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 10.21% 0.71 -20.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 10.21%
Sharpe 0.71
DD -20.73%
Risk Score
1 2 3 4 5

Sundaram Large and Mid Cap Fund-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 10.38% 0.52 -64.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 10.38%
Sharpe 0.52
DD -64.58%
Risk Score
1 2 3 4 5

UTI Bluechip Flexicap Fund-Dividend

Description:

The scheme seeks to generate capital appreciation and/ or income distribution by investing the funds in stocks that are Leader in their respective industries/ sectors / Sub-sector.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 10.40% 0.50 -61.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.40%
Sharpe 0.50
DD -61.41%
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 9.51% 0.39 -74.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.51%
Sharpe 0.39
DD -74.15%
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 8.70% 0.52 -39.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 8.70%
Sharpe 0.52
DD -39.00%
Risk Score
1 2 3 4 5

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 5.41% 0.48 -14.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.41%
Sharpe 0.48
DD -14.55%
Risk Score
1 2 3 4 5

UTI Multi Cap Fund - Regular Plan-Dividend

Description:

The fund seeks to generate long term capital appreciation by investing in equity & equity related instruments across market capitalization, fixed income securities and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 9.36% 0.70 -19.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.36%
Sharpe 0.70
DD -19.03%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Special Situations Fund-Dividend

Description:

The scheme aims to generate long-term growth of capital by investing in a portfolio of equity and equity related securities by following the strategy that would take advantage of special situations and contrarian investment style.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 9.23% 0.46 -55.63%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.23%
Sharpe 0.46
DD -55.63%
Risk Score
1 2 3 4 5


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