Funds | Independent and most detailed coverage of mutual fund schemes

Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)

Analysis & Commentary Powerful Tools

Steady performance | Fund Performance

After retaining a 3-star rating for 13 years, DSPBR
Opportunities Fund climbed to 4 stars last year...
Top 10

Mahindra Logistics Open-ended

Does an asset-light business with steep valuations make for
a good buy? Read our information analysis to find out... All Equity

The old-timer | 1 Year

Aditya Birla Sun Life Equity has recouped fully after
suffering a setback in 2011...

In adjustment mode Family Scan

Multi-cap fund managers are turning cautious in the
current bull run and shifting to large caps from mid and
small caps... Category Compare

Reliance Nippon Life Asset Sector Tracker

Management - Information
Analysis
It is the first AMC in India to get listed but is it worthy of Who Owns What?
retail investors' attention? Find out...

Redeemed Funds

Fund Compare
Gaining currency bit by bit Fund Selector
Cryptocurrencies, like Bitcoin and Ethereum, are becoming
Fund
serious investment options, but their Name
future course is not Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
without challenges... Point-to-Point Returns
Return (%) Return (%) Return (%)

The multi-cap way | SIP Return Calculator

SBI Bluechip Fund has managed to beat its benchmark and
category in each of the last five years...
Fund Ranking
Steady performer |
Reliance Top 200 Fund has built a sizeable lead over its
benchmark and category in the last 3 years...

The volatility buster |

Quantum Long Term Equity Fund has made a strong
comeback in the last two years...

The promising newcomer |

Motilal Oswal Most Focused 25 has recently climed to a five
star rating...

Top Rated Funds Show Direct Plans

Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)

Equity: Large Cap

Aditya Birla Sun Life Frontline Equity

18.78 13.32 18.93 Below Avg. Above Avg.
Fund | Invest Online

Aditya Birla Sun Life Top 100 Fund | Invest 20.20 13.14 19.31 Below Avg. Above Avg.
Online

DSP BlackRock Focus 25 Fund | Start SIP 14.91 13.30 17.95 Avg. Above Avg.
Now
Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)

Edelweiss Equity Opportunities Fund

Fund Name 20.29 12.95Rating 17.03 1Below
Year Avg. 3 Year 5 Year
Above Avg. Risk Grade Return Grade
Regular Plan Return (%) Return (%) Return (%)

Franklin India Flexi Cap Fund | Invest

17.08 12.20 19.10 Low Above Avg.
Online Now

ICICI Prudential Focused Bluechip Equity

22.85 12.49 18.10 Below Avg. Above Avg.
Fund | Invest Now

IDBI India Top 100 Equity Fund 15.98 11.70 16.34 Avg. Above Avg.

Invesco India Business Leaders

16.27 11.45 16.27 Below Avg. Avg.
Fund | Invest Online

Invesco India Dynamic Equity Fund | Invest 22.21 12.53 16.95 Low Above Avg.
Online

Invesco India Growth Fund | Invest Online 25.41 14.86 19.41 Below Avg. Above Avg.

JM Core 11 Fund 26.63 16.91 20.17 High High

JM Multi Strategy Fund 25.40 15.90 20.27 High High

Kotak Classic Equity Regular Plan | Invest

24.22 12.36 16.67 Below Avg. Above Avg.
Online

Mirae Asset India Opportunities Fund -

24.97 16.37 21.97 Low High
Regular Plan | Invest Online

Motilal Oswal MOSt Focused 25 Fund -

17.90 14.11 - Below Avg. High
Regular Plan | Invest Online

Quantum Long Term Equity - Regular

- - - Below Avg. Above Avg.
Plan # | Invest Online, Paperless

Reliance Top 200 Fund - Retail Plan | Invest

23.81 13.05 18.74 Above Avg. Above Avg.
Online

SBI Bluechip Fund | Invest Online 15.78 14.14 19.44 Low High

Equity: Multi Cap

Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)

Aditya Birla Sun Life Advantage Fund Name

23.76 20.08Rating 24.52 1Avg.
Year 3 Year
High 5 Year Risk Grade Return Grade
Fund | Invest Online Return (%) Return (%) Return (%)

Aditya Birla Sun Life Equity Fund | Invest

19.48 17.52 22.71 Below Avg. Above Avg.
Online

Aditya Birla Sun Life Special Situations

20.77 18.41 22.17 Above Avg. Above Avg.
Fund | Invest Online

BNP Paribas Dividend Yield Fund 29.71 17.14 21.10 Below Avg. Above Avg.

DSP BlackRock Opportunities Fund | Start 23.34 18.03 21.78 Avg. Above Avg.
SIP Now

Franklin India High Growth Companies

21.43 15.68 24.42 Avg. Above Avg.
Fund | Invest Online Now

Franklin India Prima Plus Fund | Invest

16.33 13.98 19.67 Below Avg. Avg.
Online Now

ICICI Prudential Nifty Next 50 Index

27.29 19.51 22.38 Avg. Above Avg.
Fund | Invest Now

IDBI Nifty Junior Index Fund 25.34 18.51 21.66 Above Avg. Above Avg.

Invesco India Contra Fund | Invest Online 25.16 16.90 21.93 Avg. Above Avg.

Kotak Opportunities Regular Plan | Invest

22.04 16.46 20.18 Avg. Above Avg.
Online

Kotak Select Focus Fund Regular

22.64 17.12 22.09 Avg. Above Avg.
Plan | Invest Online

Motilal Oswal MOSt Focused Multicap 35

26.01 23.81 - Below Avg. High
Fund - Regular Plan | Invest Online

Parag Parikh Long Term Value Fund -

20.46 15.39 - Low Avg.
Regular Plan | Invest Online

Reliance ETF Junior BeES | Invest Online 27.17 19.77 22.80 Avg. Above Avg.
Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)

SBI Magnum Multicap Fund | Invest

FundOnline
Name 21.21 18.00Rating 21.76 1Below
Year Avg. 3 Year
Above Avg.
5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)
SBI Magnum Multiplier Fund | Invest Online 18.81 15.86 20.73 Below Avg. Avg.

Tata Retirement Savings Fund - Progressive

30.88 19.59 20.14 Avg. Above Avg.
Plan - Regular Plan

Equity: Mid Cap

Aditya Birla Sun Life Pure Value

33.74 23.06 30.81 Above Avg. Above Avg.
Fund | Invest Online

Canara Robeco Emerging Equities Fund -

26.81 22.51 29.56 Above Avg. High
Regular Plan | Buy Now

Escorts High Yield Equity Fund 19.06 23.77 23.77 Low Above Avg.

Franklin India Prima Fund | Invest Online 17.40 18.71 26.21 Below Avg. Avg.
Now

HDFC Mid-Cap Opportunities Fund | Invest

21.28 20.02 26.54 Below Avg. Avg.
Online

Kotak Emerging Equity Scheme Regular

20.57 21.49 25.74 Avg. Above Avg.
Plan | Invest Online

L&T India Value Fund | Invest Online 24.32 21.66 26.95 Low Above Avg.

Mirae Asset Emerging Bluechip Fund -

27.60 25.13 31.32 Low High
Regular Plan | Invest Online

Principal Emerging Bluechip Fund 30.04 23.01 28.89 Below Avg. Above Avg.

SBI Magnum Midcap Fund | Invest Online 9.48 17.61 26.54 Below Avg. Avg.

Equity: Tax Planning

Aditya Birla Sun Life Tax Plan | Invest 23.64 18.19 21.96 Below Avg. Above Avg.
Online
Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)

Aditya Birla Sun Life Tax Relief 96Fund

| Invest
Name 23.90 18.87Rating 22.72 1Low
Year 3 Year 5 Year
Above Avg. Risk Grade Return Grade
Online Return (%) Return (%) Return (%)

Aditya Birla Sun Life Tax Savings

24.46 18.45 19.55 Below Avg. Avg.
Fund | Invest Online

Axis Long Term Equity Fund 18.27 14.34 23.32 Low Above Avg.

DSP BlackRock Tax Saver Fund | Start SIP

20.31 16.84 21.95 Below Avg. Above Avg.
Now

Escorts Tax Plan 20.38 21.92 20.06 Above Avg. High

IDFC Tax Advantage (ELSS) Fund - Regular

30.69 18.62 22.16 Below Avg. Above Avg.
Plan

L&T Tax Advantage Fund | Invest Online 26.30 16.87 19.81 Below Avg. Avg.

Tata India Tax Savings Fund 23.93 19.06 21.74 Below Avg. Above Avg.

Hybrid: Equity-oriented

Aditya Birla Sun Life Balanced '95

16.33 14.16 18.32 Avg. Above Avg.
Fund | Invest Online

HDFC Balanced Fund | Invest Online 18.59 14.38 19.26 Below Avg. Above Avg.

HDFC Children's Gift Fund | Invest Online 19.37 13.48 19.07 Avg. Avg.

ICICI Prudential Balanced Fund | Invest 19.45 14.19 19.63 Below Avg. Above Avg.
Now

L&T India Prudence Fund | Invest Online 17.83 14.86 19.27 Below Avg. Above Avg.

SBI Magnum Balanced Fund | Invest Online 14.53 13.28 18.58 Below Avg. Avg.

Tata Retirement Savings Fund - Moderate

25.35 18.10 20.78 Avg. High
Plan - Regular Plan
Rating as on September 30, 2017
# Rating is provisional
Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)
Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)
Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)
Fund Name Rating 1 Year 3 Year 5 Year Risk Grade Return Grade
Return (%) Return (%) Return (%)