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Mutual Funds Research Center

Data as on - 26-10-2016

Equity Funds Large Cap

1 Year 3 Year 5 Year
DSP BlackRock Focus 25 Fund - Regular Plan - Growth 11.36 23.59 14.88
Reliance Top 200 Fund- Growth Plan -Growth Option 7.86 22.89 16.88

Equity Funds Mid and Small Cap

1 Year 3 Year 5 Year
DSP BlackRock Micro Cap Fund - Regular - Growth 28.49 51.56 29.96
Reliance Small Cap Fund - Growth Plan - Bonus Option 21.08 47.09 29.15
Reliance Small Cap Fund - Growth Plan - Growth Option 21.08 47.09 29.15

Equity Linked Savings Schemes (ELSS)

1 Year 3 Year 5 Year
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option 13.87 32.17 21.26
Escorts Tax Plan-Growth 33.79 31.84 14.03
IDBI Equity Advantage Fund - Growth Regular 7.47 29.09 -

Equity Funds Diversified

1 Year 3 Year 5 Year
ICICI Prudential Value Discovery Fund - Growth 9.31 31.08 23.52
Birla Sun Life Special Situations Fund - Growth 16.81 30.41 19.21
Birla Sun Life Advantage Fund - Regular Growth 20.34 30.2 20.33

Equity Funds Thematic

1 Year 3 Year 5 Year
UTI-Transportation and Logistics Fund-Income Option 13.13 44.28 30.17
UTI-Transpotation and Logistics Fund-Growth Option 13.12 44.28 30.18
Escorts Power & Energy Fund - Growth Option 19.17 33.5 12.31

Balanced Funds Equity Oriented

1 Year 3 Year 5 Year
ICICI Prudential Child Care Plan Gift - Cumulative 15.18 25.1 17.54
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 13.31 25.01 -
HDFC Balanced Fund - Growth Option 12.71 24.81 17.61

Hybrid Debt Oriented Funds

1 Year 3 Year 5 Year
Escorts Balanced Fund-Growth Option 12.34 23.88 14.82
SBI Magnum Children Benefit Plan- REGULAR PLAN -Holding Held for <= 1 Year 18.85 19.95 14.11
ICICI Prudential Child Care Plan Study - Cumulative 11.95 19.54 16.11

Income Funds

1 Year 3 Year 5 Year
ICICI Prudential Long Term Plan - Premium Growth Option 12.99 13.74 11.99
ICICI Prudential Long Term Plan Retail - Cumulative 12.99 13.68 11.77
ICICI Prudential Long Term - Growth 12.99 13.6 12.01

Liquid Funds

1 Year 3 Year 5 Year
Escorts Liquid Plan-Growth Option 8.23 8.95 9.42
Principal Retail Money Manager Fund-Growth Option 8.23 8.94 9.27
Taurus Liquid Fund S I Growth Plan 7.94 8.66 9.03

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