Professional Documents
Culture Documents
com)
Do note, however, note that past performance is not a guarantee of future results. Please consider your specic investment requirements before designing a portfolio that suits
your needs.
EquityfundsModeraterisk
Funds that will seek to generate ination - beating returns and limit downside risks. Require holding period of at least ve years
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
Birla SL Frontline
Equity Fund(G)
(/products/mutual-
23.16% 13.79% 19.98% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=447)
fund/scheme/Birla-SL-
Frontline-Equity-Fund-
G-?c=447)
Services
DSPBR Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out
Opportunities (/content/jsp/registration/userSignOutAction.do)
Fund-
Reg(G)
(/products/mutual- 33.09% 18.49% 21.85% I n v e s t N o w ( / c o n t e n t / j s p / i n v e s t o r / M F B u y . d o ? m e t h o d = s h o w S c r e e n & f r o m = m a i n & c h = k & b S c h m I d = 7 1 6 )
fund/scheme/DSPBR-
Opportunities-Fund-
Reg-G-?c=716)
Franklin India
Bluechip Fund(G)
(/products/mutual-
19.62% 13.24% 16.11% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=931)
fund/scheme/Franklin-
India-Bluechip-Fund-
G-?c=931)
Services
Invesco India Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
DynamicSign Out (/content/jsp/registration/userSignOutAction.do)
Equity
Fund(G)
(/products/mutual- 22.86% 12.91% 17.43% I n v e s t N o w ( / c o n t e n t / j s p / i n v e s t o r / M F B u y . d o ? m e t h o d = s h o w S c r e e n & f r o m = m a i n & c h = k & b S c h m I d = 2 1 7 1 )
fund/scheme/Invesco-
India-Dynamic-Equity-
Fund-G-?c=2171)
Invesco India
Growth Fund(G)
(/products/mutual-
23.96% 15.89% 19.20% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=2235)
fund/scheme/Invesco-
India-Growth-Fund-
G-?c=2235)
Services
SBI Tools
BlueChip Fund- Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Reg(G) Sign Out (/content/jsp/registration/userSignOutAction.do)
(/products/mutual-
18.98% 17.06% 20.80% I n v e s t N o w ( / c o n t e n t / j s p / i n v e s t o r / M F B u y . d o ? m e t h o d = s h o w S c r e e n & f r o m = m a i n & c h = k & b S c h m I d = 2 7 1 1 )
fund/scheme/SBI-
BlueChip-Fund-Reg-
G-?c=2711)
EquityfundsHighrisk
Funds with potential to generate high returns but tagged with high risks and volatility. Require holding period of ve years and active review of performance
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
Franklin India
Smaller Cos Fund(G)
(/products/mutual-
28.48% 26.02% 32.13% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=952)
fund/scheme/Franklin-
India-Smaller-Cos-
Fund-G-?c=952)
HDFC Mid-Cap
Opportunities
Fund(G)
(/products/mutual-
33.45% 22.93% 26.37% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=1305)
fund/scheme/HDFC-
Mid-Cap-
Opportunities-Fund-
G-?c=1305)
Mirae Asset
Emerging Bluechip-
Reg(G)
(/products/mutual-
40.53% 29.37% 31.87% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=9767)
fund/scheme/Mirae-
Asset-Emerging-
Bluechip-Reg-G-?
c=9767)
SBI Magnum
MidCap Fund-Reg(G)
(/products/mutual-
19.02% 23.61% 28.78% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=2789)
fund/scheme/SBI-
Magnum-MidCap-
Fund-Reg-G-?c=2789)
(https://www.fundsindia.com)
TaxsavingsfundsModeraterisk
Services Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out (/content/jsp/registration/userSignOutAction.do)
Equity-oriented funds with a lock-in of three years. Qualies for deduction upto Rs 1.5 lakh under Section 80C of the Income Tax Act, in the year of investment.
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
Axis LT Equity
Fund(G)
(/products/mutual-
18.36% 17.97% 23.74% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=8408)
fund/scheme/Axis-LT-
Equity-Fund-G-?
c=8408)
Franklin India
Taxshield(G)
(/products/mutual-
18.21% 17.10% 20.01% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=957)
fund/scheme/Franklin-
India-Taxshield-G-?
c=957)
TaxsavingsfundsHighrisk
2017 FundsIndia.com About us (http://www.fundsindia.com/aboutus.html) Blog (http://www.fundsindia.com/blog/)
Partners (http://www.fundsindia.com/pages/partners/)
Equity-oriented funds with a lock-in of three years. QualiesPrivacy (http://www.fundsindia.com/pages/privacy/)
for deduction Contact
upto Rs 1.5 lakh under Section 80C of the Income(http://www.fundsindia.com/pages/contact-us)
Tax Act, in the year of investment.
(https://www.fundsindia.com)
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
Services ToolsRATING YEARS YEARS
Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out (/content/jsp/registration/userSignOutAction.do)
Birla SL Tax Plan(G)
(/products/mutual-
20.68% 18.90% 21.45% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=304)
fund/scheme/Birla-SL-
Tax-Plan-G-?c=304)
Investors choosing these funds need to have a high risk appetite and be willing to monitor the fund performance and exit on prots. Funds mentioned here are themes that we
think will hold potentialTools
Services in the near future. Investors need
Dashboard to have a 2-3 year perspective and actively book prots on these themes. These funds should not account for more
(/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
than 5-10%Sign
of your
Outportfolio.
(/content/jsp/registration/userSignOutAction.do)
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
ICICI Pru US
Bluechip Equity
Fund(G)
(/products/mutual-
9.66% 9.63% N/A Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=15655)
fund/scheme/ICICI-
Pru-US-Bluechip-
Equity-Fund-G-?
c=15655)
(https://www.fundsindia.com)
Funds with over two-thirds invested in equity and rest in debt. Require at least a three-year holding period.
Services Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
FUNDSINDIA 3 5
Sign Out (/content/jsp/registration/userSignOutAction.do)
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
HDFC Balanced
Fund(G)
(/products/mutual-
24.35% 16.48% 18.94% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=1110)
fund/scheme/HDFC-
Balanced-Fund-G-?
c=1110)
ICICI Pru
Balanced Fund(G)
(/products/mutual-
26.85% 16.18% 19.83% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=1482)
fund/scheme/ICICI-
Pru-Balanced-Fund-
G-?c=1482)
L&T India
Prudence Fund-
Reg(G)
(/products/mutual-
23.34% 17.33% 19.72% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=13017)
fund/scheme/L&T-
India-Prudence-
Fund-Reg-G-?
c=13017)
Tata Balanced
Fund(G)
(/products/mutual-
16.32% 15.39% 18.42% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=3082)
fund/scheme/Tata-
Balanced-Fund-G-?
c=3082)
(https://www.fundsindia.com)
HybridEquityorientedfundsLowRisk
Services Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out (/content/jsp/registration/userSignOutAction.do)
Funds with over two-thirds invested in a combination of equity and derivatives and the rest in debt. Seek to contain downsides better than pure equity funds. Require 1-3 year
holding period. Not recommended for long-term portfolios.
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
HybridDebtorientedfunds
Funds with 70-85 per cent holding in debt and rest in equities. Require at least 2-3 year holding period.
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
Services
Franklin India Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
MIP(G) Sign Out (/content/jsp/registration/userSignOutAction.do)
(/products/mutual- 10.35% 10.83% 11.35% I n v e s t N o w ( / c o n t e n t / j s p / i n v e s t o r / M F B u y . d o ? m e t h o d = s h o w S c r e e n & f r o m = m a i n & c h = k & b S c h m I d = 1 0 1 8 )
fund/scheme/Franklin-
India-MIP-G-?c=1018)
Debtfunds6monthsto1yearholding
Ultra-short-term funds that invest in money market instruments and commercial paper with high liquidity and short maturity. This list does not include liquid funds. Pl. contact
our advisor to choose liquid funds based on your need.
Services
Birla SL FRF-Long Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out (/content/jsp/registration/userSignOutAction.do)
Term Plan(G)
(/products/mutual-
8.66% 8.93% 9.25% I n v e s t N o w ( / c o n t e n t / j s p / i n v e s t o r / M F B u y . d o ? m e t h o d = s h o w S c r e e n & f r o m = m a i n & c h = k & b S c h m I d = 7 7 2 7 )
fund/scheme/Birla-SL-
FRF-Long-Term-Plan-G-?
c=7727)
UTI Treasury
Advantage Fund-Inst(G)
(/products/mutual-
8.36% 8.72% 9.05% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=3601)
fund/scheme/UTI-
Treasury-Advantage-
Fund-Inst-G-?c=3601)
(https://www.fundsindia.com)
DebtfundsShortTerm
Services Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out (/content/jsp/registration/userSignOutAction.do)
These funds seek to invest in safe, top-quality corporate debt (AAA, A1, etc) and government debt. They need a holding period of at least 2 years.
LowRisk
FUNDSINDIA 1 3 5
SCHEME NAME ACTION
RATING YEAR YEARS YEARS
Birla SL Treasury
Optimizer Plan(G)
(/products/mutual-
fund/scheme/Birla- 9.82% 10.04% 10.09% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=5183)
SL-Treasury-
Optimizer-Plan-G-?
c=5183)
ModerateRisk
ModerateRisk
Partners (http://www.fundsindia.com/pages/partners/) Privacy (http://www.fundsindia.com/pages/privacy/) Contact (http://www.fundsindia.com/pages/contact-us)
(https://www.fundsindia.com)
FUNDSINDIA 1 3 5
SCHEME NAME ACTION
Services Tools RATING Dashboard
YEAR YEARS(/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
YEARS
Sign Out (/content/jsp/registration/userSignOutAction.do)
Reliance Medium
Term(G)
(/products/mutual-
8.32% 8.67% 8.85% I n v e s t N o w ( / c o n t e n t / j s p / i n v e s t o r / M F B u y . d o ? m e t h o d = s h o w S c r e e n & f r o m = m a i n & c h = k & b S c h m I d = 2 6 4 6 )
fund/scheme/Reliance-
Medium-Term-G-?
c=2646)
Debtfundslongterm
These funds invest in a mix of gilt, long-term corporate bonds as well as short-term papers with varying time frames. They need a holding period of over 2 years.
ModerateRisk
FUNDSINDIA 3 5
SCHEME NAME 1 YEAR ACTION
RATING YEARS YEARS
Birla SL Dynamic
Bond Fund-Reg(G)
(/products/mutual-
fund/scheme/Birla- 9.46% 10.44% 9.91% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=302)
SL-Dynamic-Bond-
Fund-Reg-G-?
c=302)
Services
HDFC Medium Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out (/content/jsp/registration/userSignOutAction.do)
Term Opportunities
Fund(G)
(/products/mutual-
9.44% 9.38% 9.50% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=8241)
fund/scheme/HDFC-
Medium-Term-
Opportunities-Fund-
G-?c=8241)
UTI Dynamic
Bond Fund-Reg(G)
(/products/mutual-
fund/scheme/UTI- 13.96% 10.98% 10.58% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=11896)
Dynamic-Bond-
Fund-Reg-G-?
c=11896)
HighRisk
These funds can invest in lower-quality corporate debt that carry a higher credit risk (AA and below), in order to generate potentially higher returns.
FUNDSINDIA 1 3 5
SCHEME NAME ACTION
RATING YEAR YEARS YEARS
Birla SL Medium
Term Fund(G)
(/products/mutual-
9.87% 10.16% 10.39% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=7683)
fund/scheme/Birla-SL-
Medium-Term-Fund-
G-?c=7683)
Services
DSPBR Income Tools Dashboard (/content/jsp/investor/InvestorPositionInfoAction.do?method=newDashBoard)
Sign Out
Opportunities (/content/jsp/registration/userSignOutAction.do)
Fund-
Reg(G)
(/products/mutual- 9.49% 9.79% 9.51% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=685)
fund/scheme/DSPBR-
Income-Opportunities-
Fund-Reg-G-?c=685)
Reliance Reg
Savings Fund-Debt
Plan(G)
(/products/mutual- 9.50% 9.45% 9.45% Invest Now (/content/jsp/investor/MFBuy.do?method=showScreen&from=main&ch=k&bSchmId=2661)
fund/scheme/Reliance-
Reg-Savings-Fund-
Debt-Plan-G-?c=2661)
*FundsIndia's Research team has, to the best of its ability, taken into account various factors - both quantitative measures and qualitative assessments, in an unbiased manner, while choosing the fund(s) mentioned above.
However, they carry unknown risks and uncertainties linked to broad markets, as well as analysts' expectations about future events. They should not, therefore, be the sole basis of investment decisions. The recommendations
and reviews do not guarantee fund performance, nor should they be viewed as an assessment of a fund's, or the fund's underlying securities' creditworthiness. Mutual fund investments are subject to market risks. Please read
the scheme information and other related documents before investing. Past performance is not indicative of future returns. Please consider your specic investment requirements before choosing a fund, or designing a
portfolio that suits your needs. Wealth India Financial Services Pvt. Ltd. (with SEBI Reg. No. INB011468932 | ARN code 69583 (https://www.fundsindia.com/ARN/ARN69583.pdf)) makes no warranties or representations,
express or implied, on products offered 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 product or related services. Terms and
conditions of the website are applicable.