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DSP T.I.G.E.R. Fund - Regular Plan-Growth

Description:

The fund seeks to generate capital appreciation by investing in equity and equity related securities of corporates that could benefit from ongoing structural changes and economic reforms in the country. The portfolio is well diversified across sectors

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Infrastructure 15.58% 0.72 -65.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Infrastructure
Performance 15.58%
Sharpe 0.72
DD -65.60%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate capital appreciation by investing in equity and equity related securities of corporates that could benefit from ongoing structural changes and economic reforms in the country. The portfolio is well diversified across sectors
DSP US Flexible Equity Fund-Growth

Description:

The objective of this scheme is to achieve capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund. The scheme may also invest in units of other similar overseas mutual fund schemes.

Key Highlights:

Category Performance Sharpe DD
Equity: International 15.87% 1.05 -28.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: International
Performance 15.87%
Sharpe 1.05
DD -28.09%
Risk Score
1 2 3 4 5

Description:

The objective of this scheme is to achieve capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund. The scheme may also invest in units of other similar overseas mutual fund schemes.
Tata Midcap Growth Fund - Regular Plan-Growth

Description:

The scheme is due for redemption in 2004. The scheme will have investments of up to 90 per cent in equities

Key Highlights:

Category Performance Sharpe DD
Equity: Mid Cap 13.16% 0.65 -68.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 13.16%
Sharpe 0.65
DD -68.28%
Risk Score
1 2 3 4 5

Description:

The scheme is due for redemption in 2004. The scheme will have investments of up to 90 per cent in equities
Motilal Oswal Midcap 30 Fund - Regular Plan-IDCW

Description:

The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.

Key Highlights:

Category Performance Sharpe DD
Equity: Mid Cap 20.69% 0.70 -37.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 20.69%
Sharpe 0.70
DD -37.43%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Sundaram Mid Cap Fund - Regular Plan-IDCW

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 41.82% 0.14 -68.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 41.82%
Sharpe 0.14
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.
HDFC Taxsaver Fund-IDCW

Description:

The scheme seeks capital appreciation with at least 80 per cent exposure to equities

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 39.41% 0.06 -59.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 39.41%
Sharpe 0.06
DD -59.89%
Risk Score
1 2 3 4 5

Description:

The scheme seeks capital appreciation with at least 80 per cent exposure to equities
Motilal Oswal Flexi Cap Fund - Regular Plan-IDCW

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: Flexi Cap 6.59% 0.31 -37.15%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Flexi Cap
Performance 6.59%
Sharpe 0.31
DD -37.15%
Risk Score
1 2 3 4 5

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.
Tata Large Cap Fund - Regular Plan-IDCW

Description:

Earlier known as Tata Twin Option (Equity)

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 31.46% 0.17 -57.78%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 31.46%
Sharpe 0.17
DD -57.78%
Risk Score
1 2 3 4 5

Description:

Earlier known as Tata Twin Option (Equity)
Tata Ethical Fund - Regular Plan-IDCW

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 24.57% 0.66 -70.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 24.57%
Sharpe 0.66
DD -70.53%
Risk Score
1 2 3 4 5

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.
Aditya Birla Sun Life Dividend Yield Fund-Growth

Description:

The scheme aims to generate returns by investing in high dividend paying companies. It would aim to build a portfolio that provides high dividend yield

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Dividend Yield 17.15% 0.95 -53.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Dividend Yield
Performance 17.15%
Sharpe 0.95
DD -53.16%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate returns by investing in high dividend paying companies. It would aim to build a portfolio that provides high dividend yield

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