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IDBI Equity Advantage Fund - Regular Plan-IDCW

Description:

The scheme seeks to invest in equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income tax deduction (under Section 80c of the Income Tax Act

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 22.37% 0.93 -30.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 22.37%
Sharpe 0.93
DD -30.18%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to invest in equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income tax deduction (under Section 80c of the Income Tax Act
Mirae Asset Emerging Bluechip Fund - Regular Plan-IDCW

Description:

To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have market capitalization of atleast Rs.100 Crores at the time of investment.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 26.99% 0.92 -36.96%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 26.99%
Sharpe 0.92
DD -36.96%
Risk Score
1 2 3 4 5

Description:

To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of companies which are not part of the top 100 stocks by market capitalization and have market capitalization of atleast Rs.100 Crores at the time of investment.
SBI Small Cap Fund-IDCW

Description:

The scheme seeks to generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equity-related securities small & midcap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Small Cap 26.20% 1.03 -33.92%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Small Cap
Performance 26.20%
Sharpe 1.03
DD -33.92%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equity-related securities small & midcap companies.
Sundaram Mid Cap Fund - Regular Plan-Growth

Description:

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

Key Highlights:

Category Performance Sharpe DD
Equity: Mid Cap 24.12% 1.22 -68.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 24.12%
Sharpe 1.22
DD -68.66%
Risk Score
1 2 3 4 5

Description:

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Aditya Birla Sun Life Flexi Cap Fund-IDCW

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Flexi Cap 31.02% 0.23 -69.64%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Flexi Cap
Performance 31.02%
Sharpe 0.23
DD -69.64%
Risk Score
1 2 3 4 5

Description:

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

Description:

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

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 16.03% 1.35 -27.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 16.03%
Sharpe 1.35
DD -27.66%
Risk Score
1 2 3 4 5

Description:

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

Description:

The scheme aims at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments

Key Highlights:

Category Performance Sharpe DD
Equity: Mid Cap 35.35% 0.10 -63.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 35.35%
Sharpe 0.10
DD -63.60%
Risk Score
1 2 3 4 5

Description:

The scheme aims at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments
Principal Personal Tax Saver Fund-Growth

Description:

The scheme is due for redemption in 2006. The scheme seeks capital appreciation with at least 80 per cent exposure to equities

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 23.84% 0.53 -69.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 23.84%
Sharpe 0.53
DD -69.69%
Risk Score
1 2 3 4 5

Description:

The scheme is due for redemption in 2006. The scheme seeks capital appreciation with at least 80 per cent exposure to equities
IDBI Flexi Cap Fund - Regular Plan-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: Flexi Cap 16.56% 1.12 -34.19%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Flexi Cap
Performance 16.56%
Sharpe 1.12
DD -34.19%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide investors with opportunities for long-term growth in capital through investment in a diversified basket of equity stocks
ICICI Prudential Banking and Financial Services Fund-IDCW

Description:

The scheme seeks to maximize long term capital gains by investing in equity and equity related securities of banking

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Banking 21.60% 0.63 -47.85%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Banking
Performance 21.60%
Sharpe 0.63
DD -47.85%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to maximize long term capital gains by investing in equity and equity related securities of banking

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