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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 |