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Indiabulls Bluechip Fund-Growth

Description:

The scheme seeks to achieve long-term appreciation from a portfolio that invests predominantly in equity and equity related securities of blue chip large cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.17% 0.68 -36.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.17%
Sharpe 0.68
DD -36.82%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long-term appreciation from a portfolio that invests predominantly in equity and equity related securities of blue chip large cap companies.
IDFC Arbitrage Fund - Plan B-Growth

Description:

The scheme aims to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Arbitrage 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Arbitrage
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
Templeton India Value Fund-Growth

Description:

The scheme seeks to provide long-term capital appreciation through investment primarily in equities and some portion in debt securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 17.97% 0.87 -59.11%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 17.97%
Sharpe 0.87
DD -59.11%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide long-term capital appreciation through investment primarily in equities and some portion in debt securities.
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 and the balance in debt securities & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Flexi Cap 9.41% 0.54 -33.10%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Flexi Cap
Performance 9.41%
Sharpe 0.54
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 and the balance in debt securities & money market instruments.
Franklin India Government Securities Fund-Growth

Description:

The fund aims to provide steady returns with low risk and highest possible safety by investing primarily in Government Securities and come with a guarantee of repayment for both principal and interest. The average maturity of the securities in the plan would be over three years.

Key Highlights:

Category Performance Sharpe DD
Debt: Gilt 8.62% 0.97 -12.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Gilt
Performance 8.62%
Sharpe 0.97
DD -12.83%
Risk Score
1 2 3 4 5

Description:

The fund aims to provide steady returns with low risk and highest possible safety by investing primarily in Government Securities and come with a guarantee of repayment for both principal and interest. The average maturity of the securities in the plan would be over three years.
ICICI Prudential Short Term Fund - Institutional Plan-Growth

Description:

The scheme aims to generate income through investments in debt and money market instruments

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 8.45% 3.12 -3.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 8.45%
Sharpe 3.12
DD -3.41%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate income through investments in debt and money market instruments
Invesco India Dynamic Equity Fund-Growth

Description:

The fund aims to generate long term capital growth by investing in equity and equity related instrument of companies across market capitalisation. The fund would follow a focused stock selection approach. In order to insure sufficient diversification the scheme would invest in companies from not less than five sectors and not more than ten sectors. The exposure toward a single stock would be to a minimum of 2% and maximum of 10%.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 8.98% 0.57 -59.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 8.98%
Sharpe 0.57
DD -59.07%
Risk Score
1 2 3 4 5

Description:

The fund aims to generate long term capital growth by investing in equity and equity related instrument of companies across market capitalisation. The fund would follow a focused stock selection approach. In order to insure sufficient diversification the scheme would invest in companies from not less than five sectors and not more than ten sectors. The exposure toward a single stock would be to a minimum of 2% and maximum of 10%.
Sundaram Money Fund - Institutional Plan-Growth

Description:

The scheme seeks to provide income and liquidity from a portfolio of debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Liquid 4.96% 25.80 -0.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Liquid
Performance 4.96%
Sharpe 25.80
DD -0.21%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide income and liquidity from a portfolio of debt and money market instruments.
Invesco India Short Term Fund - Plan B-Growth

Description:

The scheme seeks to generate steady returns with a moderate risk by investing in a portfolio comprising of short-medium term debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration -21.10% -0.96 -99.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance -21.10%
Sharpe -0.96
DD -99.00%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate steady returns with a moderate risk by investing in a portfolio comprising of short-medium term debt and money market instruments.
Indiabulls Savings Income Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 8.80% 2.10 -6.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 8.80%
Sharpe 2.10
DD -6.58%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate regular monthly returns through investment primarily in debt securities. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity securities.

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