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DSP Tax Saver Fund-Growth

Description:

The scheme seeks to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 14.91% 0.77 -65.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 14.91%
Sharpe 0.77
DD -65.09%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates
Kotak Gilt Investment - Regular Plan-Growth

Description:

The scheme seeks to generate risk-free returns through investments in sovereign securities. The savings plan (D) will provide regular dividend payouts. A portion of the fund will be invested in inter bank money market in order to meet the liquidity requirement.

Key Highlights:

Category Performance Sharpe DD
Debt: Gilt 9.26% 1.15 -14.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Gilt
Performance 9.26%
Sharpe 1.15
DD -14.97%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate risk-free returns through investments in sovereign securities. The savings plan (D) will provide regular dividend payouts. A portion of the fund will be invested in inter bank money market in order to meet the liquidity requirement.
Tata Banking and Financial Services Fund - Regular Plan-Growth

Description:

The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India.

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Banking 19.16% 0.90 -41.74%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Banking
Performance 19.16%
Sharpe 0.90
DD -41.74%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India.
SBI Magnum Global Fund-IDCW

Description:

The scheme seeks to prove maximum growth opportunities from a portfolio of equity and debt instruments of companies having high growth potential.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-MNC 21.77% 0.27 -74.63%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-MNC
Performance 21.77%
Sharpe 0.27
DD -74.63%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to prove maximum growth opportunities from a portfolio of equity and debt instruments of companies having high growth potential.
Principal Low Duration Fund-Growth

Description:

The scheme will maintain a judicious mix of cash

Key Highlights:

Category Performance Sharpe DD
Debt: Low Duration -18.71% -0.93 -99.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Low Duration
Performance -18.71%
Sharpe -0.93
DD -99.17%
Risk Score
1 2 3 4 5

Description:

The scheme will maintain a judicious mix of cash
Mirae Asset Tax Saver Fund - Regular Plan-IDCW

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 26.30% 1.34 -37.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 26.30%
Sharpe 1.34
DD -37.95%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
DSP Ultra Short Fund - Regular Plan-Growth

Description:

The scheme aims to generate reasonable returns commensurate with low risk and a high degree of liquidity

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration 6.80% 5.88 -1.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance 6.80%
Sharpe 5.88
DD -1.07%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate reasonable returns commensurate with low risk and a high degree of liquidity
Principal Ultra Short Term Fund-Growth

Description:

The scheme aims to enhance income consistent with a high level of liquidity

Key Highlights:

Category Performance Sharpe DD
Debt: Ultra Short Duration -24.84% -1.05 -99.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Ultra Short Duration
Performance -24.84%
Sharpe -1.05
DD -99.00%
Risk Score
1 2 3 4 5

Description:

The scheme aims to enhance income consistent with a high level of liquidity
Quantum Tax Saving - Regular Plan-Growth

Description:

The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 11.64% 0.68 -39.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.64%
Sharpe 0.68
DD -39.87%
Risk Score
1 2 3 4 5

Description:

The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index
Aditya Birla Sun Life Banking & Financial Services Fund - Regular Plan-IDCW

Description:

The scheme aims to maximize long term capital appreciation by investing primarily in equity & equity related securities of companies engaged in banking & financial services. The scheme would invest in banks as well as NBFC's

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Banking 28.58% 0.82 -47.64%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Banking
Performance 28.58%
Sharpe 0.82
DD -47.64%
Risk Score
1 2 3 4 5

Description:

The scheme aims to maximize long term capital appreciation by investing primarily in equity & equity related securities of companies engaged in banking & financial services. The scheme would invest in banks as well as NBFC's

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