Search Filters


Search Filters



























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 -21.57% -0.97 -99.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance -21.57%
Sharpe -0.97
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 8.62% 2.06 -6.58%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 8.62%
Sharpe 2.06
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.
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 14.43% 1.10 -35.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 14.43%
Sharpe 1.10
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 21.00% 1.09 -26.90%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: International
Performance 21.00%
Sharpe 1.09
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 18.35% 1.05 -33.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Mid Cap
Performance 18.35%
Sharpe 1.05
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 11.46% 0.49 -22.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Commodities: Gold
Performance 11.46%
Sharpe 0.49
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 7.05% 3.48 -1.46%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 7.05%
Sharpe 3.48
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 13.91% 0.93 -44.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 13.91%
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.
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 12.33% 0.75 -35.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.33%
Sharpe 0.75
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 6.36% 0.88 -13.17%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Short Duration
Performance 6.36%
Sharpe 0.88
DD -13.17%
Risk Score
1 2 3 4 5

Description:

The fund seeks to generate steady and reasonable income

Session Expiry Warning

Your session will expire in minutes. Do you want to extend the session?

Verification