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IDFC Nifty Fund - Regular Plan-Growth

Description:

The scheme seeks to replicate the Nifty 50 Index by investing in securities of the Nifty 50 in the same proportion.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.62% 0.69 -37.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.62%
Sharpe 0.69
DD -37.60%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to replicate the Nifty 50 Index by investing in securities of the Nifty 50 in the same proportion.
ICICI Prudential Interval V Monthly Interval A Ret-Growth

Description:

The scheme seeks to generate returns and reduce interest rate volatility by investing in a portfolio of fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Debt: FMP(Old) 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: FMP(Old)
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate returns and reduce interest rate volatility by investing in a portfolio of fixed income securities.
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 5.24% 0.49 -27.73%
Risk Score

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 5.24%
Sharpe 0.49
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
Indiabulls Value Fund - Regular Plan-Growth

Description:

The Scheme seek to generate capital appreciation by investing in a portfolio of Equity and Equity related securities of companies that meet the relative value criteria and fall within top 500 by market cap. A company is considered as showing high relative value if it has a combination of higher RoCE and higher earnings yield.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 8.95% 0.55 -38.35%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 8.95%
Sharpe 0.55
DD -38.35%
Risk Score
1 2 3 4 5

Description:

The Scheme seek to generate capital appreciation by investing in a portfolio of Equity and Equity related securities of companies that meet the relative value criteria and fall within top 500 by market cap. A company is considered as showing high relative value if it has a combination of higher RoCE and higher earnings yield.
Invesco India Treasury Advantage Fund - Retail Plan-Growth

Description:

The scheme aims to provide liquidity and optimal returns to the investors by investing primarily in a mix of short term debt and money market instruments which results in a portfolio having marginally higher maturity and moderately higher credit risk as compared to a liquid fund at the same time maintaining a balance between safety and liquidity.

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration 6.95% 5.39 -1.45%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance 6.95%
Sharpe 5.39
DD -1.45%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide liquidity and optimal returns to the investors by investing primarily in a mix of short term debt and money market instruments which results in a portfolio having marginally higher maturity and moderately higher credit risk as compared to a liquid fund at the same time maintaining a balance between safety and liquidity.
IDFC Bond Fund Medium Term Plan - Regular Plan-Growth

Description:

The fund seeks steady returns from a portfolio of quality debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium Duration 7.30% 1.77 -7.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium Duration
Performance 7.30%
Sharpe 1.77
DD -7.15%
Risk Score
1 2 3 4 5

Description:

The fund seeks steady returns from a portfolio of quality debt and money market instruments.
IDFC Sterling Value Fund - Regular Plan-Growth

Description:

The scheme will primarily invest in small and midcap stocks of Nifty Midcap 100 Index whose market capitalization shall be lower than the market capitalization of the highest components of Nifty Midcap 100.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 16.82% 0.92 -46.11%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 16.82%
Sharpe 0.92
DD -46.11%
Risk Score
1 2 3 4 5

Description:

The scheme will primarily invest in small and midcap stocks of Nifty Midcap 100 Index whose market capitalization shall be lower than the market capitalization of the highest components of Nifty Midcap 100.
Invesco India Tax Plan-Growth

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 14.77% 0.82 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 14.77%
Sharpe 0.82
DD -59.03%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio
Mirae Asset Short Term Fund - Regular Plan-Growth

Description:

The scheme seeks to generate returns through an actively managed diversified portfolio of debt and money market instruments with Macaulay duration of the portfolio between 1 year to 3 years.

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 7.04% 2.01 -2.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 7.04%
Sharpe 2.01
DD -2.23%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate returns through an actively managed diversified portfolio of debt and money market instruments with Macaulay duration of the portfolio between 1 year to 3 years.
Franklin India Index Fund - NSE Nifty Plan-Growth

Description:

The open end index linked growth scheme with the objective to invest in companies whose securities are included in the Nifty and subject to tracking errors

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 13.34% 0.60 -59.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 13.34%
Sharpe 0.60
DD -59.53%
Risk Score
1 2 3 4 5

Description:

The open end index linked growth scheme with the objective to invest in companies whose securities are included in the Nifty and subject to tracking errors

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