Research

Our Recommendation

Sl No. SCHEMES CORPUS (CR) CURRENT NAV 1 Y 3 Y 5 Y 10 Y RET(%) INCEPTION STD DEV SHARPE RATIO MEAN ALPHA BETA
  EQUITY - LARGE CAP                        
1 MIRAE - ASSET INDIA OPP FUND REG (G) 2557 39.458 29.57 22.92 19.67 - 16.26 15.08 1.15 21.99 9.47 1.02
2 SBI - BLUE CHIP FUND REG (G) 10104 33.2708 22.22 21.53 19.61 12.19 11.28 13.56 1.15 20.26 8.54 0.91
3 BIRLA SL - FRONTLINE EQUITY FUND REG (G) 13973 190.88 25.02 19.6 18.35 14.89 23.16 14.76 0.98 19.24 6.7 1.02
                           
  EQUITY - MID CAP                        
1 FRANKLIN - INDIA SMALLER COMPANIES FUND (G) 4114 49.796 34.25 34.03 29.97 17.56 15.19 16.77 1.67 32.7 20.12 1.03
2 MIRAE - ASSET EMERGING BLUECHIP FUND REG (G) 2921 41.527 41.11 36.45 29.33 - 23.19 16.1 1.75 32.86 20.72 0.97
3 PRINCIPAL - EMERGING BLUECHIP (G) 719 88.22 40.37 32.34 26.96 - 29.35 18.33 1.42 30.68 17.04 1.16
4 FRANKLIN - INDIA PRIMA FUND (G) 4545 836.3864 32.64 31.08 25.86 16.25 20.74 16.55 1.27 25.7 15.79 1.04
5 SUNDARAM - SELECT MIDCAP REG (G) 4193 434.9844 36.99 33.64 24.76 17.64 29.31 19.22 1.42 31.93 18.24 1.17
6 HDFC - MID CAP OPPORTUNITIES FUND (G) 12848 48.469 37.82 30.98 24.65 - 17.33 16.55 1.46 28.85 16.52 0.99
                           
  EQUITY - DIVERSIFIED                        
1 FRANKLIN - INDIA HIGH GROWTH COMPANIES FUND (G) 5116 34.0252 27.01 27.54 23.32 - 13.29 17.18 1.31 27.17 14.22 1.07
2 ICICI PRU - VALUE DISCOVERY REG (G) 14919 130.72 22.95 26.22 22.21 18.44 22.64 16.65 1.27 25.87 13.17 1.04
3 BIRLA SL - EQUITY FUND REG (G) 3295 617.76 36.27 26.3 21.38 13.85 24.75 17.37 1.21 25.7 12.44 1.11
4 SUNDARAM - RURAL INDIA FUND REG (G) 668 36.3062 43.46 28.21 20.79 13.33 12.42 15.83 1.37 26.36 13.97 1
5 KOTAK - SELECT FOCUS FUND (G) 7181 28.413 31.44 24.98 20.7 - 14.59 15.49 1.23 23.81 11.14 1.04
                           
  EQUITY - SMALL CAP                        
1 DSP BLACKROCK - MICRO CAP FUND REG (G) 4323 55.956 40.88 42.54 30.23 - 19.05 18.7 1.82 38.69 25.83 1.06
2 RELIANCE - SMALL CAP FUND (G) 2651 33.3581 41.61 38.46 29.98 - 20.13 22.51 1.37 35.46 21.36 1.2
3 CAN ROBECO - EMERGING EQUITIES REG (G) 1298 76.24 39.25 37.17 27.34 18.21 18.28 22.02 1.35 34.51 19.62 1.33
4 SUNDARAM - SMILE FUND REG (G) 1026 84.4201 37.29 38.19 24.51 17.54 19.09 25.15 1.24 35.82 20.35 1.4
                           
  EQUITY - TAX SAVINGS (ELSS)                        
1 AXIS - LONG TERM EQUITY (G) 10409 34.1841 19.7 22.56 22.54 - 18.45 14.37 1.24 22.51 10.88 0.9
2 RELIANCE - TAX SAVER (G) 5871 53.862 30.75 26.55 20.71 15.04 15.53 21.78 1.04 27.32 12.28 1.35
3 DSP BLACKROCK - TAX SAVER REG FUND (G) 1494 40.161 31.85 24.9 20.64 15.57 14.21 16.27 1.18 23.83 10.89 1.07
4 ICICI PRU - LONG TERM EQUITY FUND REG (G) 3561 318.08 26.05 21.01 18.71 14.55 21.73 15.8 0.99 20.38 7.96 1.01
5 FRANKLIN - INDIA TAXSHIELD (G) 2377 486.9573 20.64 22.14 18.35 15.29 24.37 14.12 1.19 21.54 9.68 0.93
6 HDFC - TAX SAVER (G) 5179 459.542 33.91 20.71 15.8 13.53 26.11 18.69 0.85 20.66 6.75 1.2
                           
  EQUITY - HYBRID (BALANCED)                        
1 ICICI PRU - BALANCED REG PLAN (G) 4627 113.25 28.01 20.91 18.53 13.09 14.87 11.52 1.3 19.78 10.15 0.93
2 SBI - M BALANCED FUND REG (G) 7407 107.9146 16.02 18.72 18.08 12.41 16.23 10.52 1.32 18.65 9.52 0.84
3 SBI - M BALANCED FUND REG (D) PAYOUT 7407 27.4866 13.11 17.71 17.43 - 13.14 10.52 1.32 18.65 9.52 0.84
4 RELIANCE - REG SAVINGS BALANCED (G) 3849 47.2868 22.41 20.28 16.87 15.66 14.06 13.42 1.06 18.96 8.41 1.11
5 HDFC - PRUDENCE FUND (D) 14636 30.752 29.68 20.83 16.05 15.28 18.97 16.06 0.99 20.73 9.38 1.27
6 BIRLA SL - BALANCED 95 FUND REG (D) 5009 143.41 20.79 18.94 16.05 12.72 21.5 12.19 1.21 19.56 9.51 1.01

Who we are

Media

Resources

Get in touch

©2016 - Sophic Consultants Private Limited All Rights Reserved