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Franklin India Dynamic Asset Allocation Fund of Funds-Growth

Description:

The scheme aims to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity funds allocation will be determined based on the month-end average PE Ratio of NSE Nifty. The scheme will invest in units of Franklin India Bluechip and Templeton India Income.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 14.69% 1.13 -35.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 14.69%
Sharpe 1.13
DD -35.30%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide long-term capital appreciation with relatively lower volatility through a dynamically balanced portfolio of equity and income funds. The equity funds allocation will be determined based on the month-end average PE Ratio of NSE Nifty. The scheme will invest in units of Franklin India Bluechip and Templeton India Income.
Franklin India Feeder Franklin US Opportunities Fund-Growth

Description:

The fund seeks to provide capital appreciation by investing predominantly in units of Franklin U.S. Opportunities Fund

Key Highlights:

Category Performance Sharpe DD
Equity: International 20.38% 1.06 -26.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: International
Performance 20.38%
Sharpe 1.06
DD -26.90%
Risk Score
1 2 3 4 5

Description:

The fund seeks to provide capital appreciation by investing predominantly in units of Franklin U.S. Opportunities Fund
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Mid Cap 17.78% 1.02 -33.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 17.78%
Sharpe 1.02
DD -33.21%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.
Quantum Gold Savings - Regular Plan-Growth

Description:

The scheme seeks to provide capital appreciation by predominantly investing in units of Quantum Gold Fund - Exchange Traded Fund.

Key Highlights:

Category Performance Sharpe DD
Commodities: Gold 10.06% 0.39 -22.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Commodities: Gold
Performance 10.06%
Sharpe 0.39
DD -22.03%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to provide capital appreciation by predominantly investing in units of Quantum Gold Fund - Exchange Traded Fund.
Indiabulls Short Term Fund - Regular Plan-Growth

Description:

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 6.91% 3.38 -1.46%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 6.91%
Sharpe 3.38
DD -1.46%
Risk Score
1 2 3 4 5

Description:

The scheme will endeavor to generate stable returns over short term with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Franklin India Equity Hybrid Fund-Growth

Description:

The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 13.92% 0.93 -44.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.92%
Sharpe 0.93
DD -44.34%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
Franklin India Short Term Income Plan - Retail Plan-Growth

Description:

The scheme aims to generate stable returns by investing in fixed income securities with shorter maturity periods likely to be less than three years.

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 7.86% 1.51 -13.26%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 7.86%
Sharpe 1.51
DD -13.26%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate stable returns by investing in fixed income securities with shorter maturity periods likely to be less than three years.
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.81% 0.79 -35.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.81%
Sharpe 0.79
DD -35.23%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.
UTI Short Term Income Fund - Regular Plan-Growth

Description:

The fund seeks to generate steady and reasonable income

Key Highlights:

Category Performance Sharpe DD
Debt: Short Duration 6.64% 0.96 -13.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 6.64%
Sharpe 0.96
DD -13.17%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate steady and reasonable income
SBI Gold Fund-Growth

Description:

The Scheme seeks to provide returns that closely correspond to returns provided by SBI Gold Exchange Traded Scheme (SBI GETS).

Key Highlights:

Category Performance Sharpe DD
Commodities: Gold 3.77% -0.09 -22.27%
Risk Score
1 2 3 4 5

Key Highlights:

Category Commodities: Gold
Performance 3.77%
Sharpe -0.09
DD -22.27%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to provide returns that closely correspond to returns provided by SBI Gold Exchange Traded Scheme (SBI GETS).

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