1. Advisorkhoj
  2. Mutual Funds Research

Mutual Funds Research Center

Data as on - 05-12-2016

Equity Funds Large Cap

1 Year 3 Year 5 Year
SBI Blue Chip Fund-Regular Plan Growth 7.59 19.95 18.48
DSP BlackRock Focus 25 Fund - Regular Plan - Growth 6.67 19.13 13.47
Reliance Top 200 Fund- Growth Plan Bonus Option 3.7 18.49 16.39

Equity Funds Mid and Small Cap

1 Year 3 Year 5 Year
DSP BlackRock Micro Cap Fund - Regular - Growth 17.54 43.42 28.97
SBI Smal & Midcap - Regular Plan - Growth 10.07 40.6 28.2
Reliance Small Cap Fund - Growth Plan - Bonus Option 7.35 37.37 28.22

Equity Linked Savings Schemes (ELSS)

1 Year 3 Year 5 Year
Escorts Tax Plan-Growth 18.55 27.79 14.9
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option 6.94 26.02 21.08
IDBI Equity Advantage Fund - Growth Regular 2.17 22.76 -

Equity Funds Diversified

1 Year 3 Year 5 Year
ICICI Prudential Value Discovery Fund - Growth 6.41 26.31 22.88
Franklin India High Growth Companies Fund - Growth Plan 5.11 25.32 22.59
Birla Sun Life Special Situations Fund - Growth 10.38 25.14 17.68

Balanced Funds Equity Oriented

1 Year 3 Year 5 Year
HDFC Balanced Fund - Growth Option 11.91 21.32 17.14
HDFC Prudence Fund - Growth Option 12.44 20.32 16.0
ICICI Prudential Balanced Fund - Growth 14.64 20.21 17.99

Income Funds

1 Year 3 Year 5 Year
ICICI Prudential Long Term Plan - Premium Growth Option 18.77 15.0 12.71
ICICI Prudential Long Term Plan Retail - Cumulative 18.77 14.96 12.51
ICICI Prudential Long Term - Growth 18.77 14.85 12.73

Liquid Funds

1 Year 3 Year 5 Year
Escorts Liquid Plan-Growth Option 8.14 8.87 9.36
Principal Retail Money Manager Fund-Growth Option 8.16 8.83 9.25
Taurus Liquid Fund S I Growth Plan 7.87 8.56 8.98

www.advisorkhoj.com is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Fund Research and helps Investors in wealth creation. Our Mutual Fund Research Section is about providing accurate, trusted and easy to understand investment information meant for Financial Advisors and Investors.

We are completely transparent and assist you invest better as you will be able to draw conclusions very easily matching your circumstances, investment needs and financial goals. The results are shown in such a way that even a first time investor will be able to understand and take a decision about his investments.

Check the following sections of our Mutual Fund Research

Disclaimer : Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Insurance is the subject matter of the solicitation. For more details on risk factors, associated terms and conditions and exclusions please read the product brochures available with respective companies before concluding a sale.

Any information contained in the articles or Research is only for informational purpose and does not constitute advice or offer to sell/purchase units of the schemes of any asset management companies or Insurance companies. Information and content developed in this website has been provided by Advisorkhoj.com, data providers and the advertisers and is to be read from an investment awareness and education perspective only. Our independence is paramount to the integrity of the research or information that we provide. At Advisorkhoj we do not offer or participate in investment management or investment advisory activities or selling funds. We do not charge fund managers to be researched and rated. This eliminates any conflict of interest, and ensures our independence and objectivity. To purchase and invest in any of the products take help from your Financial Advisor or Registered Investment Advisors or the respective companies.

GameChanger Business Financial (India) Pvt. Ltd. (owner of Advisorkhoj.com) makes no warranties or representations, express or implied, on products written, offered, reviewed through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its information and research on the products or related services. Terms and conditions of the website are applicable.

Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.

comments powered by Disqus

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback