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Mahindra Manulife Equity Savings Dhan Sanchay Yojana - Regular Plan-Growth

Description:

The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments

Key Highlights:

Category Performance Sharpe DD
Hybrid: Equity Savings 9.25% 1.00 -20.57%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Equity Savings
Performance 9.25%
Sharpe 1.00
DD -20.57%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments
IDFC Balanced Advantage Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 8.58% 0.93 -25.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 8.58%
Sharpe 0.93
DD -25.97%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives.
Franklin India Life Stage Fund of Funds 50s Plus - Floating Rate-Growth

Description:

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.72% 2.46 -8.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.72%
Sharpe 2.46
DD -8.88%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate superior risk adjusted returns to investors in line with their chosen asset allocation.
IDFC Asset Allocation Fund - Aggressive Plan - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Aggressive Hybrid 10.39% 1.10 -29.11%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Aggressive Hybrid
Performance 10.39%
Sharpe 1.10
DD -29.11%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation through investment in different mutual fund schemes primarily local funds based on a defined asset allocation model.
LIC MF Infrastructure Fund-Growth

Description:

The scheme aims to invest in equity/equity related securities of the companies which are engaged either directly or indirectly in the infrastructure sector.

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Infrastructure 5.64% 0.26 -50.80%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Infrastructure
Performance 5.64%
Sharpe 0.26
DD -50.80%
Risk Score
1 2 3 4 5

Description:

The scheme aims to invest in equity/equity related securities of the companies which are engaged either directly or indirectly in the infrastructure sector.
Franklin India Floating Rate Fund-Growth

Description:

The scheme aims at a high level of current income consistent with the portfolio that offers superior liquidity. . 100% of its corpus is invested in a diversified portfolio debt and money market securities.

Key Highlights:

Category Performance Sharpe DD
Debt: Floater 4.92% 3.71 -1.33%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Floater
Performance 4.92%
Sharpe 3.71
DD -1.33%
Risk Score
1 2 3 4 5

Description:

The scheme aims at a high level of current income consistent with the portfolio that offers superior liquidity. . 100% of its corpus is invested in a diversified portfolio debt and money market securities.
HDFC Gold Fund-Growth

Description:

The Scheme seeks to generate capital appreciation by investing in units of HDFC Gold Exchange Traded Fund.

Key Highlights:

Category Performance Sharpe DD
Commodities: Gold 4.37% -0.05 -22.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Commodities: Gold
Performance 4.37%
Sharpe -0.05
DD -22.97%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate capital appreciation by investing in units of HDFC Gold Exchange Traded Fund.
Franklin India Technology Fund-Growth

Description:

The scheme seeks above normal capital appreciation through investments in high quality

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Technology 20.42% 0.71 -82.60%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Technology
Performance 20.42%
Sharpe 0.71
DD -82.60%
Risk Score
1 2 3 4 5

Description:

The scheme seeks above normal capital appreciation through investments in high quality
IDFC Government Securities Fund - Constant Maturity Plan - Regular Plan-Growth

Description:

The scheme seeks to generate reasonable return with high liquidity through investment in Government securities of short and medium term maturities and Treasury bills.

Key Highlights:

Category Performance Sharpe DD
Debt: Gilt with 10 year Constant Duration 6.65% 1.32 -3.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Gilt with 10 year Constant Duration
Performance 6.65%
Sharpe 1.32
DD -3.52%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate reasonable return with high liquidity through investment in Government securities of short and medium term maturities and Treasury bills.
Kotak Bond Fund-Growth

Description:

The scheme aims to create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kind of issuers in the debt market. The wholesale plan is targeted at big ticket investors and corporate.

Key Highlights:

Category Performance Sharpe DD
Debt: Medium to Long Duration 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Medium to Long Duration
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

Description:

The scheme aims to create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kind of issuers in the debt market. The wholesale plan is targeted at big ticket investors and corporate.

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