Morningstar Ratings. Overview. Investor Benefits. How Does It Work?
|
|
- Abigail Woods
- 5 years ago
- Views:
Transcription
1 s Overview The (TM) for funds, often called the star rating, debuted in 1985 and was quickly embraced by investors and advisors. Using a scale of one to five stars, the original rating allowed investors to easily evaluate a fund s past performance within broad asset classes. The (TM) is a quantitative assessment of a fund s past performance-both return and riskas measured from one to five stars. It uses focused comparison groups to better measure fund manager skill. As always, the (TM) is intended for use as the first step in the fund evaluation process. A high rating alone is not a sufficient basis for investment decisions. Investor Benefits Provides focused comparison groups to help investors build multi-fund portfolios Is sensitive to manager skill and fund quality and less sensitive to recent overall performance of the category Gives investors the ability to quickly and easily identify funds that are worthy of further research, those with superior risk-adjusted returns How Does It Work? The for funds methodology rates funds based on an enhanced Morningstar Risk-Adjusted Return measure. Funds are ranked by their Morningstar Risk-Adjusted Return scores and stars are assigned using the following scale. Funds are rated for up to three periods the trailing three, five, and ten years. The overall rating is calculated using the following weights: Age of fund At least three years, but less than five At least five years, but less than 10 At least ten years Over all rating 100% three-year rating 60% five-year rating 40% three-year rating 50% five-year rating 30% five-year rating 20% three-year rating For more details, please visit:
2 India - Arbitrage Fund (Data as of Aug 31, 2011) UTI Spread Fund ICICI Prudential Blended A India - Banking and Financial Services (Data as of Aug 31, 2011) Sundaram Financial Services Opportunities Fund Retail Reliance Banking Fund India - Conservative Allocation (Data as of Aug 31, 2011) Reliance Monthly Income Plan Sahara Classic Fund ICICI Prudential Child Care Study UTI MIS Advantage Fund Canara Robeco Monthly Income Plan UTI Mahila Unit Scheme HDFC Childrens Gift Saving DSP BlackRock Saving Manager Aggressive Fund HDFC Monthly Income Plan Long Term Plan Escorts Income Bond HSBC Monthly Income Plan Savings Plan Birla Sun Life Monthly Income FT India Life Stage Fund of Funds 50s Plus Floating Rate Plan Birla Sun Life Asset Allocation Fund Conservative Plan FT India Monthly Income Plan B Birla Sun Life Monthly Income Plan Savings 5 UTI Monthly Income Scheme Principal PNB Monthly Income Plan HDFC Multiple Yield Fund Principal PNB Monthly Income Plan Plus HDFC Multiple Yield Fund Plan 2005 LIC Nomura MF Floating Rate Fund Monthly Income Plan A India - ELSS (Tax Savings) (Data as of Aug 31, 2011) Religare Tax Plan SBI Magnum Taxgain Scheme 93 Fidelity Tax Advantage Fund HSBC Tax Saver Equity Fund HDFC Long Term Advantage Fund ICICI Prudential Tax Plan HDFC TaxSaver Sahara Taxgain Franklin India Taxshield Fund Sundaram Tax Saver Fund India - Floating Rate Ultrashort Bond (Data as of Aug 31, 2011)
3 Birla Sun Life Floating Rate Fund Long Term Plan Kotak Floater Fund Short Term SBI Magnum Income Fund Floating Rate Plan Short Term Birla Sun Life Floating Rate Fund Short Term Plan LIC Nomura MF Floating Rate Fund Short Term Canara Robeco Floating Rate Fund Short Term Kotak Floater Fund Long Term Sundaram Flexible Fund Short Term Templeton Floating Rate Income Fund SBI Magnum Insta Cash Fund Liquid Floater Plan Tata Floater Fund Reliance Floating Rate Fund Short Term Plan Tata Money Market ICICI Prudential Floating Rate C DSP BlackRock Floating Rate Fund Regular ICICI Prudential Floating Rate D HSBC Floating Rate Fund Long Term Plan Regular ICICI Prudential Long Term Floating Rate Fund B HDFC Floating Rate Income Short Term Fund India - Global Large Cap (Data as of Aug 31, 2011) Franklin Asian Equity Fund Birla Sun Life International Equity Fund Plan B Tata Growing Economies Infrastructure Fund Plan A Fidelity International Opportunities Fund India - Intermediate Bond (Data as of Aug 31, 2011) Escorts Income Plan Kotak Bond Deposit ICICI Prudential Income Opportunities Retail HSBC Flex Debt Retail BNP Paribas Flexi Debt Fund DWS Premier Bond Fund Regular Canara Robeco Income UTI Bond Fund Birla Sun Life Income Plus Fund IDFC Super Saver Income Fund Investment A Kotak Bond Fund IDFC Dynamic Bond Fund A Birla Sun Life Income Fund ING Income Fund Regular Reliance Income Fund Retail Plan HSBC Income Fund Investment Plan Regular India - Intermediate Government (Data as of Aug 31, 2011) Templeton India Government Securities Fund Composite Plan DSP BlackRock Government Securities Escorts Gilt Plan Templeton India Government Securities Fund PF Plan
4 JM Government Securities Fund Regular ING Gilt Provident Fund Dynamic Birla Sun Life Govt Securities Fund Long Term ING Gilt Provident Fund Dynamic AIP ICICI Prudential Gilt Treasury Option PF Plan IDFC Government Securities Fund PF Plan A ICICI Prudential Gilt Treasury Option India - Large Cap (Data as of Aug 31, 2011) HDFC Equity Fund Quantum Long-Term Equity Fund UTI Opportunities Fund Reliance NRI Equity Fund UTI India Lifestyle Fund Reliance Vision Fund Fidelity Equity Fund Sahara Fund DSP BlackRock Top 100 Equity Fund SBI Magnum Sector Umbrella Contra UTI Dividend Yield Fund IDFC Imperial Equity Fund UTI Equity Fund DWS Alpha Equity Fund Mirae Asset India Opportunities Fund Regular DSP BlackRock Opportunities Fund ICICI Prudential Focused Bluechip Equity Retail Franklin India Bluechip Fund Fidelity India Fund Franklin India Flexi Cap Fund Birla Sun Life Pure Value Fund DSP BlackRock Equity Fund ICICI Prudential Dynamic SBI Magnum Equity Fund Birla Sun Life Frontline Equity Fund Religare Fund Canara Robeco Equity Diversified Templeton India Equity Income Fund Baroda Pioneer Fund Tata Pure Equity Fund Birla Sun Life Top 100 Fund AIG India Equity Regular Kotak 50 UTI Mastershare Unit Religare Equity Fund Franklin India Prima Plus Fund Reliance Quant Plus Fund Retail HDFC Top 200 Fund Morgan Stanley A.C.E Fund HDFC Fund ICICI Prudential Advisor Very Aggressive Plan HDFC Capital Builder Fund Religare Contra Fund HDFC Index Sensex Plus OptiMix 5 Star Multi Manager FOF Scheme HSBC Equity Fund
5 India - Liquid (Data as of Aug 31, 2011) HDFC Cash Management Fund Savings Plan HDFC Liquid Fund Sundaram Money Fund ICICI Prudential Sweep Cash Option Escorts Liquid Plan Quantum Liquid Fund Reliance Liquidity Fund ICICI Pru Liquid Sahara Liquid Fund Variable Pricing Option DWS Insta Cash Plus Fund LIC Nomura MF Liquid Templeton India Treasury Management Account Sahara Liquid Fund Fixed Pricing Option DSP BlackRock Liquidity Fund Regular Religare Liquid Fund Retail UTI Liquid Fund Cash Plan JM High Liquidity Fund Fidelity Cash Fund Retail Kotak Liquid Fund AIG India Liquid Retail Canara Robeco Liquid Bharti AXA Liquid Fund Retail Baroda Pioneer Liquid Fund Tata Liquid Fund Regular Investment Plan Birla Sun Life Cash Manager Fund ING Liquid Fund Birla Sun Life Cash Plus Fund Retail IDFC Cash Fund A Reliance Liquid Fund Treasury Plan Retail UTI Money Market Fund SBI Magnum Insta Cash Cash L&T Liquid Fund Regular BNP Paribas Overnight Fund India - Long Government (Data as of Aug 31, 2011) ICICI Prudential Gilt Investment Option UTI Gilt Advantage Fund Long Term Plan ICICI Prudential Gilt Investment Option PF Plan Templeton Government Securities Fund Long Term Plan Kotak Gilt Investment Fund UTI Gilt Advantage Fund Long Term PF Plan Kotak Gilt Investment Fund PF Plan & Trust UTI Gilt Advantage Long Term PF Prescribed Date Auto Baroda Pioneer Gilt Fund India - Moderate Allocation (Data as of Aug 31, 2011)
6 FT India Dynamic PE Ratio Fund Of Funds FT India Life Stage Fund of Funds 30s Plan HDFC Balanced Fund FT India Life Stage Fund of Funds 40s Plan HDFC Prudence Fund HDFC Childrens Gift Investment Birla Sun Life Asset Allocation Fund Moderate Plan DSP BlackRock Balanced Fund Birla Sun Life 95 FT India Balanced Fund Canara Robeco Balanced Reliance Regular Savings Fund Balanced ICICI Prudential Advisor Moderate Tata Balanced Fund Birla Sun Life Asset Allocation Fund Aggressive Plan India - Power (Data as of Aug 31, 2011) Sahara Power & Natural Resources Fund DSP BlackRock Natural Resource & New Energy Fund Retail India - Short Government (Data as of Aug 31, 2011) SBI Magnum Gilt Short Term Plan Birla Sun Life Gilt Plus Fund Liquid Plan Tata Gilt Securities Short Maturity Fund Kotak Gilt Savings Plan Templeton India Government Securities Fund Treasury Plan India - Short-term Bond (Data as of Aug 31, 2011) JM Short Term Plan HDFC Short Term Plan Sahara Income Fund Reliance Short Term Fund Templeton India Short Term Income Plan UTI Short Term Income DWS Short Maturity Fund ICICI Prudential Short Term Tata Short Term Bond Fund Birla Sun Life Dynamic Bond Fund Retail ING Short Term Income Fund LIC Nomura MF Bond Fund HDFC High Interest Fund Short Term Plan Kotak Bond Fund Short Term IDFC Super Saver Income Fund Medium Term A India - Small/Mid Cap (Data as of Aug 31, 2011)
7 Birla Sun Life Dividend Yield Plus Fund UTI MNC Fund Birla Sun Life India GenNext Fund SBI Magnum Global Fund Birla Sun Life MNC Fund BNP Paribas Dividend Yield Fund IDFC Small & Midcap Equity Fund Sahara Midcap Fund IDFC Premier Equity Fund Plan A Sahara Wealth Plus Fund Fixed Pricing ING Dividend Yield Fund Sahara Wealth Plus Fund Variable Pricing HDFC Mid Cap Opportunities Fund Reliance Fund Birla Sun Life Small & Midcap Reliance Equity Opportunities Fund DSP BlackRock Small and Midcap Fund Religare Mid N Small Cap Fund Tata Dividend Yield Fund Escorts High Yield Equity Plan Tata Equity P/E Fund Birla Sun Life Buy India Fund Franklin India Prima Fund Birla Sun Life Mid Cap Fund UTI Master Value Fund ICICI Prudential Discovery HDFC Long Term Equity Fund India - Ultrashort Bond (Data as of Aug 31, 2011) JM Money Manager Fund Super Plan ING Treasury Advantage Fund SBI Short Horizon Debt Fund Short Term Retail L&T Freedom Income Short Term Fund Regular BNP Paribas Money Plus Fund Birla Sun Life Ultra Short Term Fund Reliance Medium Term Fund Retail Bharti AXA Treasury Advantage Retail SBI Short Horizon Debt Fund Ultra Short Term Retail Templeton India Ultra Short Bond Fund Retail PRINCIPAL Ultra Short Bond Fund Regular Plan AIG India Treasury Retail IDFC Ultra Short Term Fund Fidelity Ultra Short Term Debt Fund Retail IDFC Savings Advantage JM Money Manager Fund LIC Nomura MF Saving Plan JM Money Manager Fund Super Plus Plan Kotak Flexi Debt Fund LIC Nomura MF Income Plus Fund Birla Sun Life Saving Fund Fund Retail DWS Ultra Short Term Fund Canara Robeco Treasury Advantage Retail IDFC Money Manager Fund Investment Plan Plan A BNP Paribas Short Term Income Fund IDFC Money Manager Fund Treasury Plan Plan B
8 Religare Ultra Short Term Retail HDFC Cash Management Fund Treasury Advantage Plan Retail Reliance Money Manager Fund Retail UTI Treasury Advantage DWS Cash Opportunities Fund 15 Days HSBC Income Fund Short Term Plan Regular DSP BlackRock Money Manager Fund
Morningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (TM) for funds, often called the star rating, debuted in 1985 and was quickly embraced by investors and advisors. Using a scale of one to five stars, the original rating allowed investors
More informationMorningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (TM) for funds, often called the star rating, debuted in 1985 and was quickly embraced by investors and advisors. Using a scale of one to five stars, the original rating allowed investors
More informationMorningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (TM) for funds, often called the star rating, debuted in 1985 and was quickly embraced by investors and advisors. Using a scale of one to five stars, the original rating allowed investors
More informationMorningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (TM) for funds, often called the star rating, debuted in 1985 and was quickly embraced by investors and advisors. Using a scale of one to five stars, the original rating allowed investors
More informationRecommended Mutual Fund Schemes (Apr 2016) Large Cap Funds
Recommended Mutual Schemes (Apr 2016) Large Cap s Birla SL Frontline Equity 155.45-5.04 17.90 11.56 20.79 14.38 9434.21 SBI Magnum Equity 321.15-3.48 16.15 10.57 19.83 12.19 1235.04 ICICI Pru Focused BlueChip
More informationTop #15 Recommended SIP Funds Yield (%) Rank Scheme Name 1 Year 2 Year 3 Year 5 Year
Top #15 Recommended SIP Funds Yield (%) Rank Scheme Name 1 Year 2 Year 3 Year 5 Year 1 Birla SL India GenNext Fund(G) 27.39 22.75 16.79 19.22 2 SBI Emerging Businesses Fund Reg(G) 13.67 18.69 16.60 23.77
More informationFLEXI CAP SECTOR - INFRASTRUCTURE LARGE CAP INDEX FUND SMALL MID CAP HYBRID ALLOCATION ELSS TAX SAVINGS LIQUID MODERATE ALLOCATION ULTRASHOT BOND
INDEX FLEXI CAP LARGE CAP SMALL MID CAP ELSS TAX SAVINGS MODERATE ALLOCATION ARBITRAGE FUND GLOBAL OTHER SECTOR ENERGY SECTOR FINANCIAL SERVICE SECTOR HEALTH CARE SECTOR FMCG SECTOR TECHNOLOGY EQUITY -
More information1 Year 3 Years 5 Years 10 Years 15 Years
30 JUNE 2016 EQUITY FUNDS Dividend 180 Days 1 Year 3 Years 5 Years 10 Years 15 Years MF NEWS Sundaram Rural India Fund - Gr * DSP BlackRock Micro Cap Fund - Gr * Birla Sun Life Small and Midcap Fund -
More information1 Year 3 Years 5 Years 10 Years 15 Years
13 January 2017 EQUITY FUNDS Dividend 180 Days 1 Year 3 Years 5 Years 10 Years 15 Years MF NEWS SBI Magnum COMMA Fund - Div * Sundaram Rural India Fund - Gr * Sahara Midcap Fund - Gr Tata Equity P/E Fund
More information1 Year 3 Years 5 Years 10 Years 15 Years
30 December 2016 EQUITY FUNDS Dividend 180 Days 1 Year 3 Years 5 Years 10 Years 15 Years MF NEWS SBI Magnum COMMA Fund - Div * Sundaram Rural India Fund - Gr * Invesco India PSU Equity Fund - Gr * Tata
More information1 Year 3 Years 5 Years 10 Years 15 Years
28 October 2016 EQUITY FUNDS Dividend 180 Days 1 Year 3 Years 5 Years 10 Years 15 Years MF NEWS Sundaram Rural India Fund - Gr * SBI Magnum COMMA Fund - Div * Birla Sun Life Small and Midcap Fund - Gr
More information1 Year 3 Years 5 Years 10 Years 15 Years
31 MARCH 2016 EQUITY FUNDS SBI Small & Midcap Fund - Gr Sundaram Rural India Fund - Gr * PPFAS Long Term Value Fund - Reg Gr * Birla Sun Life India Opportunities Fund Plan B Gr * DSP BlackRock Micro Cap
More information180 Days 1 Year 3 Years 5 Years 10 Years 15 Years
31 July 2018 To remove this notice, visit: EQUITY FUNDS - LARGECAP Axis Bluechip Fund - Gr * UTI Equity Fund - Gr * Kotak India EQ Contra Fund - Gr * Edelweiss Large Cap Fund - Gr * Quant Plan G Invesco
More information1 Years 3 Years 5 Years 10 Years 15 Years
31 AUGUST 2015 EQUITY FUNDS SBI Small & Midcap Fund - Gr * Motilal Oswal Most Focused Midcap 30 Fund - Gr * Motilal Oswal MOSt Focused Multicap 35 Fund - Gr * DSP BlackRock Micro Cap Fund - Gr * JP Morgan
More information180 Days 1 Year 3 Years 5 Years 10 Years 15 Years
13 October 2017 EQUITY FUNDS - LARGECAP JM Basic Fund - Option * JM Core 11 Fund - Series 1 - Option * Axis Focused 25 Fund - Gr * Sundaram Select Focus - Gr * Mirae Asset India Opportunities Fund - Gr
More informationCRISIL - AMFI Equity Fund Performance Index. Factsheet March 2018
CRISIL - AMFI Equity Fund Performance Index Factsheet March 2018 Table of Contents About the Index...3 Features and Characteristics...3 Methodology...3 CRISIL - AMFI Equity Fund Performance Index: Constituent
More information180 Days 1 Year 3 Years 5 Years 10 Years 15 Years
30 June 2017 EQUITY FUNDS - LARGECAP JM Multi Strategy Fund - Option * IDFC Focused Equity Fund - Regular Plan - Gr * JM Basic Fund - Option * JM Core 11 Fund - Series 1 - Option * Kotak Opportunities
More information1 Year 3 Years 5 Years 10 Years 15 Years
31 August 17 EQUITY FUNDS - LARGECAP MF NEWS JM Multi Strategy Fund - Option * JM Basic Fund - Option * Axis Focused 25 Fund - Gr * Motilal Oswal MOSt Focused 25 Fund - Gr * Mirae Asset India Opportunities
More informationFLEXI CAP SECTOR - INFRASTRUCTURE LARGE CAP INDEX FUND SMALL MID CAP HYBRID ALLOCATION ELSS TAX SAVINGS LIQUID MODERATE ALLOCATION ULTRASHOT BOND
INDEX FLEXI CAP LARGE CAP SMALL MID CAP ELSS TAX SAVINGS MODERATE ALLOCATION ARBITRAGE FUND GLOBAL OTHER SECTOR ENERGY SECTOR FINANCIAL SERVICE SECTOR HEALTH CARE SECTOR FMCG SECTOR TECHNOLOGY EQUITY -
More information1 Years 3 Years 5 Years 10 Years 15 Years
30 SEPTEMBER 2015 EQUITY FUNDS Dividend 180 Days 1 Years 3 Years 5 Years 10 Years 15 Years MF NEWS Motilal Oswal Most Focused Midcap 30 Fund - Gr * DSP BlackRock Micro Cap Fund - Gr * Motilal Oswal MOSt
More informationAs at March 31, As at March 31, (Cost) '000. (No. of Units)
20. The details of investments required as per Schedule VI of the Companies Act 1956 are provided below. a) Details of Investments held as at March 31, 2010 t 2010 (No. of Units) 2010 (Cost) '000 2009
More information1 Year 3 Years 5 Years 10 Years 15 Years
31 July 17 EQUITY FUNDS - LARGECAP MF NEWS IDFC Focused Equity Fund - Regular Plan - Gr * JM Basic Fund - Option * JM Multi Strategy Fund - Option * HDFC Equity Fund - Div * Axis Focused 25 Fund - Gr *
More informationRecommended Mutual Fund Schemes (Sept 2015) Large Cap Funds
Recommended Mutual Fund Schemes (Sept 2015) Large Cap Funds As on 31 st August 2015 DWS Alpha Equity Fund(G) 123.65 10.49 20.45 9.33 22.11 116 Franklin India Bluechip Fund(G) 347.53 11.46 18.46 11.04 20.41
More informationMutual Fund Monthly Newsletter
Mutual Fund Monthly Newsletter Aug, 2016 Put not your trust in money, But put your money in trust. - Oliver Wendell Holmes 1 MUTUAL FUND INDUSTRY SYNOPSIS Equity MF assets base at record high of Rs 4.5
More information1 Years 3 Years 5 Years 7 Years 10 Years
31 MARCH 2015 EQUITY FUNDS Dividend 180 Days 1 Years 3 Years 5 Years 7 Years 10 Years MF NEWS Sundaram S.M.I.L.E. Fund - Gr * DSP BlackRock Micro Cap Fund - Gr * SBI Small & Midcap Fund - Gr * Canara Robeco
More information180 Days 1 Year 3 Years 5 Years 10 Years 15 Years
29 DECEMBER 2017 EQUITY FUNDS - LARGECAP JM Basic Fund - Option * JM Core 11 Fund - Series 1 - Option * Reliance Vision Fund Gr * Canara Robeco F.O.R.C.E. Fund - Regular Gr * HSBC India Opportunities Fund
More informationAUGUST KEY INDICES. 3 Months CNX Nifty S&P BSE S&P BSE CNX
SEPTEMBER 2015 Equity Market HIGHLIGHTS Globally, the issue of interest rate hike by the US Federal Reserve continued to be shrouded in uncertainty. The eurozone's GDP growth slowed to 0.3% quarteronquarter
More information180 Days 1 Year 3 Years 5 Years 10 Years 15 Years
28 September 2017 EQUITY FUNDS - LARGECAP JM Basic Fund - Option * Axis Focused 25 Fund - Gr * JM Multi Strategy Fund - Option * JM Core 11 Fund - Series 1 - Option * Mirae Asset India Opportunities Fund
More informationModified Date : SCHEDULE OF COMMISSION - EQUITY MUTUAL FUNDS - EFFECTIVE MAR'18 ONWARDS
1 SCHEDULE OF COMMISSION - EQUITY MUTUAL FUNDS - EFFECTIVE MAR'18 ONWARDS Fund Name Upfront Trail 1st Year AXIS EQUITY FUND 1.75% 0.00% 0.75% AXIS TRIPLE ADVANTAGE FUND 1.00% 0.50% 0.50% ADITYA BIRLA TOP
More informationStatistic / Commodity Unit 12/12/14 05/12/ % GS 2024 (Benchmark bond) Call Rate % Wt. Avg
The Edge Weekly Volume-5, Issue- 34, 15th December 2014 fasupport@bonanzaonline.com 200 150 100 50 Ultra ST Smallcap Power Pharma Multicap Midcap Liquid Largecap Infra Gilt LT FMCG Gold ETF -100 Banking
More informationJANUARY KEY INDICES. 3 Months NIFTY S&P BSE S&P BSE NIFTY MIDCAP
FEBRUARY 2016 Equity Market HIGHLIGHTS The International Monetary Fund (IMF) has a pessimistic outlook on global economic growth, given the slowdown in emerging markets, especially China; easing commodity
More informationAssociation of Mutual Funds in India
MUTUAL FUND DATA FOR THE QUARTER APRIL - JUNE 2012 Vol. XII Issue I CATEGORY TABLE - 1 From New Schemes # No. SALES - ALL SCHEMES From Existing Schemes Total for the Quarter REDEMPTIONS ALL SCHEMES Total
More information180 Days 1 Year 3 Years 5 Years 10 Years 15 Years
28 March 2018 EQUITY FUNDS - LARGECAP Invesco India Fund - Gr * Escorts Plan G Edelweiss Large & Mid Cap Fund - Regular Gr * Axis Equity Fund - Gr * Kotak Classic Equity Fund - Gr * Motilal Oswal MOSt
More informationMF SCHEME PERFORMANCE AS ON 15TH OCTOBER 2018
15 OCTOBER 2018 MF SCHEME PERFORMANCE AS ON 15TH OCTOBER 2018 Large Cap Fund Axis Bluechip Fund - Gr * Edelweiss Large Cap Fund - Gr * UTI Master Share - Gr * Canara Robeco Bluechip Equity Fund - Gr *
More information28 th March 2016 TRUSTPLUTUS. Presentation to the Investment Advisory Board: Product Primer
28 th March 2016 TRUSTPLUTUS Presentation to the Investment Advisory Board: Product Primer Disclaimer. DISCLAIMER: This document is provided for assistance only and is not intended to be and must not alone
More informationJULY KEY INDICES JULY SECTORAL INDICES
AUGUST 2016 Equity Market HIGHLIGHTS Global equity markets exhibited volatility at the beginning of the month as concerns regarding impact of Britain's decision to leave the European Union (EU) resurfaced.
More informationMUTUAL FUND DATA FOR THE QUARTER APRIL - JUNE 2014
MUTUAL DATA FOR THE QUARTER APRIL - JUNE 2014 TABLE - 1 CATEGORY From New # No. SALES - ALL SCHEMES From Existing Total for the Quarter REDEMPTIONS ALL SCHEMES Total for the Quarter Average Assets Under
More informationVisit from your mobile browser
MARCH 2014 Visit www.njwealth.in from your mobile browser Equity Market HIGHLIGHTS Indian equity markets retraced lost ground in the month of February on the back of better than expected Q3 earnings momentum
More informationMutual Fund Monthly Newsletter
Mutual Fund Monthly Newsletter MAR 217 Know what you own, and know why you own it. - Peter Lynch 1 MUTUAL FUND INDUSTRY SYNOPSIS MUTUAL FUNDS SEE RS 3, CR INFLOW IN FEB; RS 3.98 LAKH CR IN 11 MONTHS MUTUAL
More informationCRISIL - AMFI Diversified Equity Fund Performance Index. Factsheet September 2017
CRISIL - AMFI Diversified Equity Fund Performance Index Factsheet September 2017 Table of Contents About the Index... 3 Features and Characteristics... 3 Methodology... 3 CRISIL - AMFI Diversified Equity
More informationCHAPTER - IV PERFORMANCE EVALUATION OF MUTUAL FUNDS
CHAPTER - IV PERFORMANCE EVALUATION OF MUTUAL FUNDS Chapter - IV PERFORMANCE EVALUATION OF MUTUAL FUNDS Mutual Fund is one of the most preferred investment alternatives for the small investors as it offers
More informationSALES - ALL SCHEMES. From Existing Schemes. Total for the month
One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/ 722 * Website: http://www.amfiindia.com
More information180 Days 1 Year 3 Years 5 Years 10 Years 15 Years
13 April 2018 EQUITY FUNDS - LARGECAP Invesco India Fund - Gr * Axis Equity Fund - Gr * Edelweiss Large & Mid Cap Fund - Regular Gr * Kotak Classic Equity Fund - Gr * Escorts Plan G UTI Equity Fund - Gr
More informationChapter - VI COMPARATIVE STUDY OF SELECTED MUTUAL FUNDS
Chapter - VI COMPARATIVE STUDY OF SELECTED MUTUAL FUNDS CHAPTER - VI COMPARATIVE STUDY OF SELECTED MUTUAL FUNDS After evaluating the performance of selected mutual fund schemes in last chapter, a comparative
More informationOCTOBER KEY INDICES. 3 Months NIFTY S&P BSE S&P BSE NIFTY
NOVEMBER 2016 Equity Market HIGHLIGHTS Global equity markets displayed mixed performance in October. In the earlier part of the month, equity markets were volatile as US Fed's September meeting minutes
More informationEquity Funds. Performance calculated as on 1 st Oct 2017
Performance calculated as on 1 st Oct 2017 Equity Funds Small & Midcap Fund Small and Mid Cap Funds invest in stocks of mid and small size companies, which are considered developing companies. The market
More informationCLUSTER ANALYSIS OF MUTUAL FUNDS
24 ABSTRACT CLUSTER ANALYSIS OF MUTUAL FUNDS MR. NOONEY LENIN KUMAR*; DR. V. RAMA DEVI** *Lecturer, Department of Business Studies, Nizwa College of Technology, P. O Box: 477, Postal Code 611, Nizwa, Oman.
More informationMutual Fund Monthly Newsletter
Mutual Fund Monthly Newsletter Dec, 216 Risk comes from not knowing what you re doing. - Warren Buffett 1 MUTUAL FUND INDUSTRY SYNOPSIS Indian Mutual Fund industry s Avg. Assets under Management (AAUM)
More informationJANUARY KEY INDICES. 3 Months JANUARY SECTORAL INDICES. 3 Months
FEBRUARY 2018 HIGHLIGHTS The year 2018 started on a positive note for the global equity markets with most of them advancing in January, backed by widespread positive macroeconomic data. Emerging markets
More information19 th February 2018 TRUSTPLUTUS. Presentation to the Investment Advisory Board: Product Primer
19 th February 2018 TRUSTPLUTUS Presentation to the Investment Advisory Board: Product Primer Disclaimer DISCLAIMER: This document is provided for assistance only and is not intended to be and must not
More informationPerformance of Schemes Equity Large Cap
Performance of Schemes Equity Large Cap SBI BlueChip Fund-Reg(G) 20.01.2006 5000 31.46 17.35 20.69 19.08 Invesco India Growth Fund(G) 09.08.2007 5000 24.93 16.83 17.92 16.18 Birla SL Frontline Equity Fund(G)
More informationMutual Fund Monthly Newsletter
Mutual Fund Monthly Newsletter SEPTEMBER 2017 CHANGE YOUR SAVING HABIT TO EARN MORE - START INVESTING IN MUTUAL FUND MUTUAL FUND INDUSTRY SYNOPSIS MUTUAL FUND INDUSTRY AUM MUTUAL FUNDS SEE RS 62,000 CR
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 2nd July, 2018 INDUSTRY & FUND
More informationE-Wealth QUICK AND EASY INVESTMENT ANYTIME - ANY WHERE - ONLINE SIP - PAPERLESS - DIGITAL GO- E-WEALTH - PAPER - SIGNATURE NO- FORM FILLING PURCHASE
SEPTEMBER 2018 PURCHASE REDEEM EWealth Account Account WEALTH ON YOUR FINGERTIPS MUTUAL FUNDS INVESTMENT MADE EASY SWITCH SIP PAPER SIGTURE NO FORM FILLING QUICK AND EASY INVESTMENT ANYTIME ANY WHERE ONLINE
More informationE-Wealth QUICK AND EASY INVESTMENT ANYTIME - ANY WHERE - ONLINE SIP - PAPERLESS - DIGITAL GO- E-WEALTH - PAPER - SIGNATURE NO- FORM FILLING PURCHASE
DECEMBER 2018 PURCHASE REDEEM EWealth Account Account WEALTH ON YOUR FINGERTIPS MUTUAL FUNDS INVESTMENT MADE EASY SWITCH SIP PAPER SIGTURE NO FORM FILLING QUICK AND EASY INVESTMENT ANYTIME ANY WHERE ONLINE
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 1st January, 2018 INDUSTRY &
More informationCRISIL - AMFI Money Market Fund Performance Index. Factsheet March 2018
CRISIL - AMFI Money Market Fund Performance Index Factsheet March 2018 Table of Contents About the Index...3 Features and Characteristics...3 Methodology...3 CRISIL - AMFI Money Market Fund Performance
More informationASSOCIATION OF MUTUAL FUNDS IN INDIA
ASSOCIATION OF MUTUAL FUNDS IN INDIA One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 29th January, 2018 INDUSTRY
More informationCONTENTS 27th Mar 2017
CONTENTS Industry & Fund Update 1 Dividend Declared 2 New Fund Offers 3 Performance of Equity Funds 4 Performance of Balanced Funds 5 Performance of Debt Funds 6 Performance of Fund Of Funds 7 27th Mar
More informationA COMPARATIVE ANALYSIS OF PUBLIC AND PRIVATE SECTOR MUTUAL FUNDS IN INDIA
Asia Pacific Journal of Research ISSN (Print) : 23205504 ISSN (Online) : 23474793 A COMPARATIVE ANALYSIS OF PUBLIC AND PRIVATE SECTOR MUTUAL FUNDS IN INDIA Mr. Prakash R.P. Research Scholar in Management,
More information28 th July 2017 TRUSTPLUTUS. Presentation to the Investment Advisory Board
28 th July 2017 TRUSTPLUTUS Presentation to the Investment Advisory Board PRODUCT SNAPSHOT 2 EQUITY PERFORMANCE COMPARISON 3 Performance Comparison between Equity Model Portfolio, PMS and Equity MF Categories
More informationMUTUAL FUND DATA FOR THE QUARTER JULY - SEPTEMBER 2016 TABLE - 1 SALES - ALL SCHEMES. From Existing Schemes. Total for the Quarter
ASSOCIATION OF MUTUAL FUNDS IN INDIA One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 8th January, 2018 INDUSTRY &
More informationMUTUAL FUND DATA FOR THE QUARTER APRIL - JUNE 2016 TABLE - 1 SALES - ALL SCHEMES. From New Schemes #
ASSOCIATION OF MUTUAL FUNDS IN INDIA One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 25th June, 2018 INDUSTRY & FUND
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 27th November, 2017 INDUSTRY
More informationMUTUAL FUND DATA FOR THE QUARTER JANUARY - MARCH 2017 TABLE - 1 SALES - ALL SCHEMES. From Existing Schemes. Total for the Quarter
ASSOCIATION OF MUTUAL FUNDS IN INDIA One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/
More informationASSOCIATION OF MUTUAL FUNDS IN INDIA
ASSOCIATION OF MUTUAL FUNDS IN INDIA One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 26th December, 2017 INDUSTRY
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 18th February, 2019 INDUSTRY
More information1 April, 2019 CONTENTS
CONTENTS Industry & Fund Update 2 New Fund Offers 3 Performance of Equity Funds 4 Performance of Balanced Funds 5 Performance of Debt Funds 6 Performance of Fund Of Funds 7 st 1 April, 2019 INDUSTRY &
More informationThe Edge Weekly. Volume-7, Issue- 16, 25th April 2016 Bonanza Research 1. Weekly MF Category Performance.
The Edge Weekly Volume-7, Issue- 16, 25th April 2016 fasupport@bonanzaonline.com 200 150 Weekly MF Category Performance (Annualized) 100 50 Average Maximum Ultra ST Smallcap Power Pharma Multicap Midcap
More informationCRISIL - AMFI Small & Midcap Fund Performance Index. Factsheet March 2018
CRISIL - AMFI Small & Midcap Fund Performance Index Factsheet March 2018 Table of Contents About the Index...3 Features and Characteristics...3 Methodology...3 CRISIL - AMFI Small & Midcap Fund Performance
More informationPost-crises performance of Indian equity funds: A comparative analysis across different categories
MPRA Munich Personal RePEc Archive Post-crises performance of Indian equity funds: A comparative analysis across different categories Smita Roy Trivedi National Institute of Bank Management 4. August 2012
More informationCRISIL - AMFI Hybrid Fund Performance Index. Factsheet September 2017
CRISIL - AMFI Hybrid Fund Performance Index Factsheet September 2017 Table of Contents About the Index...3 Features and Characteristics...3 Methodology...3 CRISIL - AMFI Hybrid Fund Performance Index:
More informationCONTENTS 27th Feb 2017
CONTENTS Industry & Fund Update 1 Dividend Declared 3 New Fund Offers 4 Performance of Equity Funds 5 Performance of Balanced Funds 6 Performance of Debt Funds 7 Performance of Fund Of Funds 8 27th Feb
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 11th September, 2017 INDUSTRY
More informationCHAPTER 5 ANALYSIS OF RESULTS: PORTFOLIO PERFORMANCE
CHAPTER 5 ANALYSIS OF RESULTS: PORTFOLIO PERFORMANCE 5.1 INTRODUCTION The preceding chapter has discussed the empirical results pertaining to portfolio strategies of fund managers in terms of stock selection
More informationCONTENTS 22nd May 2017
CONTENTS Industry & Fund Update 2 Dividend Declared 3 New Fund Offers 4 Performance of Equity Funds 5 Performance of Balanced Funds 6 Performance of Debt Funds 7 Performance of Fund Of Funds 8 22nd May
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 7th May, 2018 INDUSTRY & FUND
More informationCRISIL Mutual Fund Ranking. For the quarter ended September 30, 2017
CRISIL Mutual Fund Ranking For the quarter ended September 30, 2017 Contact Us Analytical Yatendra Chauhan Associate Director Funds & Fixed Income Research yatendra.chauhan@crisil.com Kiran Nate Manager
More informationASSOCIATION OF MUTUAL FUNDS IN INDIA
ASSOCIATION OF MUTUAL FUNDS IN INDIA One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 30th July, 2018 INDUSTRY & FUND
More informationIJMDRR E- ISSN Research Paper ISSN FUND MANAGER S PERFORMANCE IN EQUITY LINKED SAVINGS SCHEMES (ELSS ) OF INDIAN MUTUAL FUNDS
Research Paper FUND MANAGER S PERFORMANCE IN EQUITY LINKED SAVINGS SCHEMES (ELSS ) OF INDIAN MUTUAL FUNDS Krishna Kumar Kadambat* Dr Raghavendra T S ** Dr B M Singh*** *Research Scholar of ICFAI University,
More informationStrategic Growth Managing Your Finance
The report gives the returns of asset classes for different periods of time. This monthly research report will help you in managing your finance. Summary of return rates Return are shown as annualized
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 4th December, 2017 INDUSTRY
More informationCRISIL - AMFI Income Fund Performance Index. Factsheet March 2018
CRISIL - AMFI Income Fund Performance Index Factsheet March 2018 Table of Contents About the Index...3 Features and Characteristics...3 Methodology...3 CRISIL - AMFI Income Fund Performance Index: Constituent
More informationKeywords: Performance Measures, Equity Linked Savings Scheme, Risk Adjusted Returns.
Vol-3 Issue-5 2017 IJARIIE-ISSN(O)-2395-4396 An Empirical Study on Long Term Performance of Equity Linked Savings Schemes in Mutual Funds K.Alamelu, Ph.D Research Scholar, Dr.G.Indhumathi, Assistant Professor,
More informationINVESTOR BEHAVIOUR WITH EQUITY
Mob.: 989928860 Tel.: 0442 SEPTEMBER 20 98, Narang Colony, Janak Puri, New Delhi 08, Delhi OUR SERVICES RETIREMENT PLANNING CHILD EDUCATION PLANNING INSURANCE PLANNING TAX PLANNING FINANCIAL PLANNING NRI
More informationTHE INFORMATION RATIO ON INDIAN MUTUAL FUNDS
THE INFORMATION RATIO ON INDIAN MUTUAL FUNDS Dr. Kavita Arora Asst. Prof., Shyam Lal College, University of Delhi. Email : kavitaarora2007@rediffmail.com Contact no. : 9891017261, 011-22525832 Mailing
More informationCONTENTS Industry & Fund Update New Fund Offers Performance of Equity Funds Performance of Balanced Funds Performance of Debt Funds
CONTENTS Industry & Fund Update 1 New Fund Offers 2 Performance of Equity Funds 3 Performance of Balanced Funds 4 Performance of Debt Funds 5 Performance of Fund Of Funds 6 10th September, 2018 INDUSTRY
More informationCRISIL Mutual Fund Ranking. For the quarter ended December 31, 2017
CRISIL Mutual Ranking For the quarter ended December 31, 2017 Contact Us Analytical Yatendra Chauhan Associate Director s & Fixed Income Research yatendra.chauhan@crisil.com Kiran Nate Manager s & Fixed
More information8 April, 2019 CONTENTS
CONTENTS Industry & Fund Update 2 New Fund Offers 3 Performance of Equity Funds 4 Performance of Balanced Funds 5 Performance of Debt Funds 6 Performance of Fund Of Funds 7 st 8 April, 2019 INDUSTRY &
More informationInvestment Research Report
Get this monthly report by email by subscribing to The report gives the returns of asset classes for different periods of time, This report will help you in managing your finance. This guide will be updated
More informationCRISIL Mutual Fund Ranking. For the quarter ended March 31, 2018
CRISIL Mutual Ranking For the quarter ended March 31, 2018 Contact Us Analytical Yatendra Chauhan Associate ector s & Fixed Income Research yatendra.chauhan@crisil.com Kiran Nate Manager s & Fixed Income
More informationStock Selection Skills of Indian Mutual Fund Managers during
IOSR Journal of Business and Management (IOSR-JBM) e-issn: 2278-487X, p-issn: 2319-7668. Volume 10, Issue 1 (May. - Jun. 2013), PP 79-87 Stock Selection Skills of Indian Mutual Fund Managers during 2000-2012
More informationCRISIL - AMFI ELSS Fund Performance Index. Factsheet September 2017
CRISIL - AMFI ELSS Fund Performance Index Factsheet September 2017 Table of Contents About the Index...3 Features and Characteristics...3 Methodology...3 CRISIL - AMFI ELSS Fund Performance Index: Constituent
More informationCRISIL - AMFI Liquid Fund Performance Index. Factsheet December 2017
CRISIL - AMFI Liquid Fund Performance Index Factsheet December 2017 Table of Contents About the Index...3 Features and Characteristics...3 Methodology...3 CRISIL - AMFI Liquid Fund Performance Index: Constituent
More informationIt was an awful fortnight (7 Feb'16-21 Feb'16) in the stock market when market
Monthly Update April 2016 It was an awful fortnight (7 Feb'16-21 Feb'16) in the stock market when market experienced heightened volatility. But, GoI s decision to stick to its fiscal consolidation path
More information