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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 -2.71% -0.15 -43.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -2.71%
Sharpe -0.15
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 10.79% 0.50 -64.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 10.79%
Sharpe 0.50
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 1.96% 0.12 -30.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 1.96%
Sharpe 0.12
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 0.76% 0.05 -36.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 0.76%
Sharpe 0.05
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 9.42% 0.61 -37.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.42%
Sharpe 0.61
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 5.95% 0.11 -27.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 5.95%
Sharpe 0.11
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 9.13% 0.45 -64.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.13%
Sharpe 0.45
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 8.84% 0.47 -56.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.84%
Sharpe 0.47
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 8.63% 0.37 -42.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.63%
Sharpe 0.37
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 -3.81% -0.24 -35.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -3.81%
Sharpe -0.24
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, 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 5.72% 0.34 -39.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.72%
Sharpe 0.34
DD -39.41%
Risk Score
1 2 3 4 5

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.
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 5.81% 0.08 -23.26%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 5.81%
Sharpe 0.08
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 seeks to provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 6.65% 0.39 -17.63%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 6.65%
Sharpe 0.39
DD -17.63%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.
HDFC Multi Asset Fund-Dividend

Description:

The Scheme seeks to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments, debt & money market instruments and Gold.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 6.91% 0.35 -27.14%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 6.91%
Sharpe 0.35
DD -27.14%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments, debt & money market instruments and Gold.
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 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 1.99% 0.11 -30.04%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 1.99%
Sharpe 0.11
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-Dividend

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 0.77% 0.05 -36.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 0.77%
Sharpe 0.05
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.
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, debt / money markets and Gold schemes of Quantum Mutual Fund.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 3.33% -0.28 -14.25%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 3.33%
Sharpe -0.28
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, debt / money markets and Gold schemes of Quantum Mutual Fund.
LIC MF Multicap Fund-Growth

Description:

The scheme seeks maximum possible capital growth consistent with reasonable levels of safety with predominant investment in equity, it may also take exposure in debt market securities. It was made in to an open-ended scheme from April 1998.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 5.22% 0.23 -64.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.22%
Sharpe 0.23
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, it may also take exposure in debt market securities. It was made in to an open-ended scheme from April 1998.
Axis Triple Advantage Fund-Dividend

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 5.63% 0.07 -27.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 5.63%
Sharpe 0.07
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, fixed income securities and gold exchange traded funds.
ICICI Prudential S&P BSE 500 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: Multi Cap -13.75% -0.67 -38.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -13.75%
Sharpe -0.67
DD -38.05%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide returns before expenses that closely correspond to the total return of the underlying index subject to tracking errors.
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, debt, gold and cash by investing in funds investing in these asset classes.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 3.61% -0.24 -14.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 3.61%
Sharpe -0.24
DD -14.42%
Risk Score
1 2 3 4 5

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, debt, gold and cash by investing in funds investing in these asset classes.
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 -20.59% -0.73 -36.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -20.59%
Sharpe -0.73
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 seeks to generate long-term capital appreciation by investing in equity and equity-related securities of large, mid and small companies. The fund utilizes a bottom up investment approach to select stocks across the market capitalization range.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 11.39% 0.69 -54.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.39%
Sharpe 0.69
DD -54.97%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate long-term capital appreciation by investing in equity and equity-related securities of large, mid and small companies. The fund utilizes a bottom up investment approach to select stocks across the market capitalization range.
Mirae Asset Focused Fund - Regular Plan-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 -14.79% -0.54 -38.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -14.79%
Sharpe -0.54
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.
Invesco India Multicap Fund-Growth

Description:

The fund seeks to generate long-term capital appreciation by investing in equity and equity-related securities of large, mid and small companies. The fund utilizes a bottom up investment approach to select stocks across the market capitalization range.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 11.39% 0.69 -54.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 11.39%
Sharpe 0.69
DD -54.97%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate long-term capital appreciation by investing in equity and equity-related securities of large, mid and small companies. The fund utilizes a bottom up investment approach to select stocks across the market capitalization range.
Mahindra Mutual Fund 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 -5.99% -0.34 -34.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -5.99%
Sharpe -0.34
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-Growth

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 -20.25% -0.90 -34.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -20.25%
Sharpe -0.90
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.
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 -14.80% -0.54 -38.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -14.80%
Sharpe -0.54
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.
Tata Multicap Fund - Regular Plan-Growth

Description:

The Scheme aims to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalization. The scheme will predominantly invest in equity and equity related instruments of well researched and growth oriented companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -10.04% -0.51 -33.63%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -10.04%
Sharpe -0.51
DD -33.63%
Risk Score
1 2 3 4 5

Description:

The Scheme aims to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalization. The scheme will predominantly invest in equity and equity related instruments of well researched and growth oriented companies.
L&T Focused Equity Fund - Regular Plan-Growth

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 -8.73% -0.43 -33.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -8.73%
Sharpe -0.43
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.
Mahindra Mutual Fund 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 -5.99% -0.34 -34.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -5.99%
Sharpe -0.34
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 -20.27% -0.91 -34.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -20.27%
Sharpe -0.91
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 Focused Equity Fund-Dividend

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 9.17% 0.43 -67.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 9.17%
Sharpe 0.43
DD -67.62%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
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 16.87% 0.78 -56.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 16.87%
Sharpe 0.78
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, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.
DSP Equity Fund - Institutional Plan-Dividend

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 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

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

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.
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 across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -9.48% -0.56 -33.10%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -9.48%
Sharpe -0.56
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 across market capitalization.
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 -8.70% -0.43 -33.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -8.70%
Sharpe -0.43
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.
Kotak Focused Equity Fund - Regular Plan-Growth

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 -20.57% -0.74 -36.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -20.57%
Sharpe -0.74
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.
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 7.59% 0.37 -50.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 7.59%
Sharpe 0.37
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.
ICICI Prudential Retirement Fund - Pure Equity Plan-Growth

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 -25.04% -1.13 -37.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -25.04%
Sharpe -1.13
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-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 14.15% 0.76 -60.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.15%
Sharpe 0.76
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, which are available at cheap valuations.
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, debt, gold and cash by investing in funds investing in these asset classes.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 3.61% -0.24 -14.42%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 3.61%
Sharpe -0.24
DD -14.42%
Risk Score
1 2 3 4 5

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, debt, gold and cash by investing in funds investing in these asset classes.
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 8.99% 0.43 -67.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 8.99%
Sharpe 0.43
DD -67.62%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve capital appreciation through investing predominantly in Indian companies/sectors with high growth rates or potential.
DSP Equity Fund - Institutional Plan-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 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

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

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.
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 16.88% 0.80 -56.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 16.88%
Sharpe 0.80
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, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.
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 -25.04% -1.13 -37.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -25.04%
Sharpe -1.13
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, which are available at cheap valuations.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 14.16% 0.74 -60.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 14.16%
Sharpe 0.74
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, which are available at cheap valuations.
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 7.56% 0.37 -50.48%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 7.56%
Sharpe 0.37
DD -50.48%
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.
LIC MF Multicap Fund-Dividend

Description:

The scheme seeks maximum possible capital growth consistent with reasonable levels of safety with predominant investment in equity, it may also take exposure in debt market securities. It was made in to an open-ended scheme from April 1998.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 5.15% 0.23 -64.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 5.15%
Sharpe 0.23
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, it may also take exposure in debt market securities. It was made in to an open-ended scheme from April 1998.
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 across market capitalization.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap -9.48% -0.56 -33.10%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance -9.48%
Sharpe -0.56
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 across market capitalization.

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