Top #15 Recommended SIP Funds Yield (%) Rank Scheme Name 1 Year 2 Year 3 Year 5 Year
|
|
- Dulcie Sylvia Malone
- 5 years ago
- Views:
Transcription
1 Top #15 Recommended SIP Funds Yield (%) Rank Scheme Name 1 Year 2 Year 3 Year 5 Year 1 Birla SL India GenNext Fund(G) SBI Emerging Businesses Fund Reg(G) Canara Rob F.O.R.C.E. Fund Reg(G) Axis Equity Fund(G) BNP Paribas Mid Cap Fund(G) Edelweiss EDGE Top 100 Fund A(G) Franklin India Smaller Cos Fund(G) SBI BlueChip Fund Reg(G) Reliance Equity Opportunities Fund(G) Birla SL Frontline Equity Fund(G) Religare Mid N Small Cap Fund(G) IDFC Premier Equity Fund Reg(G) Mirae Asset India Opportunities Fund Reg(G) ICICI Pru Discovery Fund Reg(G) HDFC Mid Cap Opportunities Fund(G) Benchmark Performance CNX Nifty Index S&P BSE Mid Cap (0.73) 1.80 (2.15) 5.16 S&P BSE SENSEX S&P BSE Small Cap (17.56) (10.52) (12.97) (2.47)
2 SIP Performance: 14th May 2013 SIP Yield (%) as on 14th May 2013 Scheme Name 1 Year 2 Years 3 Years 5 Years Axis Equity Fund(G) Axis Focused 25 Fund(G) Axis Midcap Fund(G) Baroda Pioneer Growth Fund(G) Baroda Pioneer PSU Equity Fund(G) (7.15) (6.10) Birla SL Buy India Fund(G) Birla SL Equity Fund(G) Birla SL Frontline Equity Fund(G) Birla SL India GenNext Fund(G) Birla SL India Opportunities Fund(G) (0.09) Birla SL India Reforms Fund(G) (3.53) (1.06) Birla SL LT Advantage Fund(G) Birla SL Midcap Fund(G) Birla SL Pure Value Fund(G) Birla SL Small & Midcap Fund(G) Birla SL Special Situations Fund(G) Birla SL Top 100 Fund(G) BNP Paribas Equity Fund(G) BNP Paribas Mid Cap Fund(G) BOI AXA Equity Fund Reg(G) Canara Rob Emerg Eq Fund Reg(G) Canara Rob Eq Diver Fund Reg(G) Canara Rob F.O.R.C.E. Fund Reg(G) Canara Rob Large Cap+ Fund Reg(G) Daiwa Industry Leaders Fund(G) DSPBR Focus 25 Fund Reg(G) DSPBR Micro Cap Fund Reg(G) (6.85) 1.29 (0.17) DSPBR Opportunities Fund Reg(G) DSPBR Small & Mid Cap Fund Reg(G) (0.11) DSPBR Top 100 Equity Fund Reg(G) DWS Alpha Equity Fund(G) DWS Investment Opportunities Fund(G) Edelweiss Absolute Return Fund(G) Edelweiss EDGE Top 100 Fund A(G) Edelweiss Equity Enhancer B(G) Edelweiss Select Midcap Fund(G) Escorts Growth(G) (2.45) 3.69 Escorts High Yield Eq(G) (4.84) (2.81) (3.88) 3.92 Escorts Leading Sectors Fund(G) Franklin India Bluechip Fund(G) Franklin India Flexi Cap Fund(G) Franklin India High Growth Cos Fund(G) Franklin India Opportunities Fund(G) Franklin India Prima Fund(G) Franklin India Prima Plus Fund(G)
3 Franklin India Smaller Cos Fund(G) GS India Equity Fund(G) HDFC Capital Builder Fund(G) HDFC Core & Satellite Fund(G) (1.64) (0.28) (2.59) 7.67 HDFC Equity Fund(G) HDFC Focused Large Cap Fund(G) HDFC Growth Fund(G) HDFC Mid Cap Opportunities Fund(G) HDFC Premier Multi Cap Fund(G) (4.47) (2.19) (3.30) 6.63 HDFC Top 200 Fund(G) HSBC Dynamic Fund(G) HSBC Equity Fund(G) HSBC India Opportunities Fund(G) HSBC Midcap Equity Fund(G) (14.76) (4.00) (7.36) (0.19) HSBC Progressive Themes Fund(G) (10.21) (1.85) (5.55) (2.60) HSBC Small Cap Fund(G) (3.61) (0.32) (6.11) 1.92 HSBC Unique Opportunities Fund(G) ICICI Pru Discovery Fund Reg(G) ICICI Pru Dynamic Plan Reg(G) ICICI Pru Focused BlueChip Eq Fund Reg(G) ICICI Pru Indo Asia Eq Fund Reg(G) ICICI Pru Midcap Fund Reg(G) (4.60) 1.75 (1.21) 6.74 ICICI Pru Target Returns Fund Reg(G) ICICI Pru Top 100 Fund Reg(G) ICICI Pru Top 200 Fund Reg(G) IDBI India Top 100 Equity Fund(G) IDFC Classic Equity Fund Reg(G) IDFC Equity Fund Reg(G) IDFC Imperial Equity Fund Reg(G) IDFC India GDP Growth Fund Reg(G) IDFC Premier Equity Fund Reg(G) IDFC Sterling Equity Fund Reg(G) IDFC Strategic Sector (50 50) Equity Fund Reg(G) (2.72) 0.45 (1.78) IIFL Dividend Opportunities Index Fund(G) Indiabulls Blue Chip Fund(G) ING Core Equity Fund(G) ING Large Cap Equity Fund(G) ING Midcap Fund(G) ING Multi Mgr Equity Fund(G) (0.49) 3.34 JM Basic Fund(G) (0.18) (1.11) JM Core 11 Fund(G) JM Equity Fund(G) JM Multi Strategy Fund(G) JPMorgan India Equity Fund Reg(G) JPMorgan India Smaller Cos Fund Reg(G) Kotak 50(G) Kotak Emerging Equity Scheme(G) Kotak Midcap Scheme(G) Kotak Opportunities Fund(G)
4 Kotak Select Focus Fund(G) L&T Equity Fund(G) L&T India Large Cap Fund(G) L&T India Spl.Situations Fund(G) L&T India Value Fund(G) L&T Midcap Fund(G) LIC Nomura MF Equity Fund(G) LIC Nomura MF Growth Fund(G) Mirae Asset Emerging BlueChip Reg(G) Mirae Asset India Opportunities Fund Reg(G) Mirae Asset India China Consumption(G) Morgan Stanley A.C.E(G) Morgan Stanley Growth Fund Reg(G) Motilal Oswal MOSt Focused 25 Fund Reg(G) Peerless Equity Fund (G) PineBridge India Equity Fund(G) PPFAS Long Term Value Fund(G) Pramerica Dynamic Fund(G) Pramerica Equity Fund(G) Principal Emerging Bluechip Fund(G) Principal Growth Fund(G) Principal Large Cap Fund(G) Principal Retail Equity Savings Fund(G) Quantum LT Equity Fund(G) Reliance Equity Fund(G) Reliance Equity Opportunities Fund(G) Reliance Growth Fund(G) Reliance Long Term Equity Fund(G) (0.75) Reliance Natural Resources Fund(G) (7.26) (4.32) (4.63) 0.80 Reliance NRI Equity Fund(G) Reliance Quant Plus Fund(G) Reliance Reg Savings Fund Equity Plan(G) Reliance Small Cap Fund(G) (6.24) 2.69 Reliance Top 200 Fund(G) Reliance Vision Fund(G) Religare AGILE Fund(G) Religare Business Leaders Fund(G) Religare Equity Fund(G) Religare Growth Fund(G) Religare Mid Cap Fund(G) Religare Mid N Small Cap Fund(G) Religare PSU Equity Fund(G) (2.73) Sahara Growth Fund(G) (1.05) Sahara Midcap Fund(G) (6.62) (1.36) (2.63) 7.67 Sahara Power & Natural Resources Fund(G) (11.52) (7.66) (8.75) Sahara R.E.A.L Fund(G) (3.61) 0.81 (2.17) 2.77 Sahara Star Value Fund(G) (18.05) (8.88) (7.82) Sahara Super 20 Fund(G) Sahara Wealth Plus Fund Fixed Pricing(G)
5 SBI BlueChip Fund Reg(G) SBI Emerging Businesses Fund Reg(G) SBI Magnum Comma Fund Reg(G) (14.12) (10.53) (10.66) (2.19) SBI Magnum MidCap Fund Reg(G) SBI Magnum Multicap Fund Reg(G) SBI PSU Fund Reg(G) (4.51) (5.24) SBI Sensex ETF Sundaram Equity Multiplier(G) (4.92) 1.14 (0.83) 4.79 Sundaram Equity Plus(G) 1.47 Sundaram Growth Fund(G) Sundaram S.M.I.L.E Fund(G) (5.99) 1.56 (1.78) 6.31 Sundaram Select Focus(G) Sundaram Select Midcap(G) Sundaram Select Thematic Funds PSU Opp(G) (6.02) (5.22) (6.58) Sundaram Select Thematic Funds Rural India(G) Tata Equity Opportunities Fund(G) Tata Equity P/E Fund(G) (1.51) Tata Ethical Fund(G) Tata Mid Cap Growth Fund(G) Tata Pure Equity Fund(G) Tata Retirement Sav Fund Mod Plan(G) 8.11 Tata Retirement Sav Fund Prog Plan(G) 6.85 Taurus Bonanza Fund(G) Taurus Discovery Fund(G) Taurus Ethical Fund(G) Taurus Star Share Fund(G) Templeton India Equity Income Fund(G) Union KBC Equity Fund(G) UTI India LifeStyle Fund(G) UTI Leadership Equity Fund(G) UTI Opportunities Fund(G) UTI Top 100 Fund(G) Benchmark Performance BSE Sensex TRI CNX CNX 500 Index CNX 500 Shariah index CNX Commodities CNX Dividend Opportunities Index CNX Midcap CNX Nifty Index CNX PSE Index Crisil MIP Blended Index Gold India MSCI Asia (ex Japan) Standard Index MSCI China Consumption Index MSCI India Consumption Index MSCI World Energy Index S&P BSE
6 S&P BSE S&P BSE S&P BSE 500 Shariah S&P BSE Mid Cap S&P BSE PSU S&P BSE SENSEX S&P BSE Small Cap Report Legend: Color Code Quartile 1 Performers (Top 25%) = Quartile 2 Performers (25% 50%) = Quartile 3 Performers (50% 75%) = Quartile 4 Performers (75% 100%) = We are Happy to Help You!
Recommended 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 informationWith lower returns on small saving instruments, what are your options?
Ventura Research Desk: The article for this month, With lower returns on small saving instruments, what are your options? throws light on the impact of interest rate cuts on various small saving schemes
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 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 2nd July, 2018 INDUSTRY & FUND
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 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 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 informationInternational Journal of Informative & Futuristic Research ISSN:
www.ijifr.com Volume 5 Issue 9 May 2018 International Journal of Informative & Futuristic Research ISSN: 2347-1697 Mutual Funds are Subject to Investment: Growth and Stand of Indian Mutual Fund Paper ID
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 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 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 informationAMFI INVESTOR AWARENESS PROGRAMMES In the current financial year till June 2013, 32 AMCs have conducted 2994 Investor
Vol. XIII Issue I April-June 2013 CIRCULARS ISSUED BY SEBI Infrastructure Debt Fund SEBI vide its Circular No.CIR/IMD/ DF/7/2013 dated April 23, 2013 has permitted the Asset Management Companies to launch
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 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 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 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 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 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 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 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 26th December, 2017 INDUSTRY
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 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 informationMONTHLY NEWSLETTER December, 2015
Market Review MONTHLY NEWSLETTER India s annual economic growth accelerated to a slightly strongerthan-expected 7.4 per cent. India s overall financial conditions have shown a healthy improvement, thanks
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 informationCIRCULARS ISSUED BY SEBI
Vol. XIII Issue II July-September 2013 CIRCULARS ISSUED BY SEBI Investment by Qualified Foreign Investors (QFIs) in to be listed Indian Corporate Debt Securities SEBI vide its Circular No. CIR/IMD/ FIIC/13/2013
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 informationturn savers into investors
MARCH 2018 VISHAL MERCHANT bulletin safeinvest.co.in investment insurance real estate turn savers into investors For private circulation only DON'T RUSH FOR THE 31 ST MARCH DEADLINE It's the last month
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 informationFUNDZ. I get better returns on my savings... with Equity Mutual Funds APRIL - JUNE For Private Circulation Only
FUNDZ APRIL JUNE 0 For Private Circulation Only I get better returns on my savings... with Equity Mutual Funds Mutual Funds Investments are subject to market risks. Please read the Offer Document carefully
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 information3FM Which Fund to Buy Guide
3FM Which to Buy Guide Published by: Bharosa Club Publication Date: 26 Dec 2015 Next Publication Date: 26 June 2016 Validity: January 1, 2016 to June 30, 2016 Available to: General Public Disclaimer: Bharosa
More informationModel Portfolio. Prepared by: WealthcareSecurities Pvt. Ltd.
Model Portfolio Prepared by: WealthcareSecurities Pvt. Ltd. Jan 2018 A - 5 4 A, L o w e r G r o u n d F l o o r, L a j p a t N a g a r - I I, N e w D e l h i - 1 1 0 0 2 4 Conservative Portfolio Total
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 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 5th November, 2018 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 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 informationFUNDZ JULY - SEPTEMBER For Private Circulation Only
FUNDZ JULY SEPTEMBER 0 For Private Circulation Only Index Dear Readers, Greetings! The first quarter of 0 started of with a strong pick up of the Indian economy from the last quarter. After registering
More informationI INVEST TO SAVE TAX & I DO IT WISELY WITH... EQUITY LINKED SAVING SCHEME IN MUTUAL FUNDS
FUNDZ OCTOBER DECEMBER 0 For Private Circulation Only I AM A REGULAR INCOME TAX PAYER... I INVEST TO SAVE TAX & I DO IT WISELY WITH... ELSS EQUITY LINKED SAVING SCHEME IN MUTUAL FUNDS NOW SAVE UPTO R,0/
More informationTIME TO SAVE TAXES & CREATE WEALTH
Mob.: 98992 8860 960 06699 B2, Mansarover Garden, New Delhi 0 Email: gurleen@hareepatti.com Website: www.hareepatti.com Gurleen Kaur CEO OUR SERVICES RETIREMENT PLANNING CHILD EDUCATION PLANNING INSURANCE
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 information21.11 These are high quality mid cap funds which have outperformed benchmark
Performance Jan-Nov 2016 Midcap Funds 2 years Franklin India Smaller Companies Fund 21.11 These are high quality mid cap funds which have outperformed benchmark HDFC Midcap Opportunities 22.85 and peers
More informationRUPEE FALLING. Mob.: Tel.: APPEARS BAD. Gurleen Kaur NOT AS AS IT. 98, Narang Colony, Janak Puri, New Delhi , Delhi
OCTOBER 20 Mob.: 989928860 Tel.: 0442 Gurleen Kaur CEO RETIREMENT PLANNING CHILD EDUCATION PLANNING INSURANCE PLANNING TAX PLANNING FINANCIAL PLANNING NRI INVESTMENT PLANNING CHARITABLE TRUST INVESTMENT
More informationModel Portfolio. Prepared by: WealthcareSecurities Pvt. Ltd.
Model Portfolio Prepared by: WealthcareSecurities Pvt. Ltd. NOV 2017 A 5 4 A, L o w e r G r o u n d F l o o r, L a j p a t N a g a r I I, N e w D e l h i 1 1 0 0 2 4 Conservative Portfolio Total 10,000,000
More information