Equity Funds
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Fund Performance Overview
Contra Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Contra Fund - Growth | Regular | 4 | 18,398.02 | 0% | 1% | 8% | 0% | 0% | 8% | 27% | 25% | 24% | 16% | - |
| Kotak India EQ Contra Fund - Growth | Regular | 3 | 4,283.33 | 0% | 2% | 8% | 1% | 1% | 2% | 26% | 26% | 25% | 15% | - |
| SBI Contra Fund - Regular Plan - Growth | Regular | 4 | 45,495.71 | -1% | 0% | 7% | 1% | 1% | 2% | 23% | 26% | 32% | 16% | - |
Dividend Yield Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Dividend Yield Equity Fund - Growth | Regular | - | 5,400.52 | 0% | 1% | 7% | 6% | 6% | 8% | 28% | 28% | 31% | 16% | - |
| UTI Dividend Yield Fund - Growth | Regular | 1 | 4,010.09 | 0% | 1% | 7% | 1% | 1% | 5% | 26% | 24% | 24% | 14% | - |
| LIC MF Dividend Yield Fund - Regular Plan - Growth | Regular | - | 559.85 | -1% | 2% | 9% | 1% | 1% | 5% | 29% | 27% | 24% | - |
ELSS
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Long Term Advantage Fund - Series V - Regular Plan - Growth | Regular | - | 381.32 | -1% | 3% | 15% | 9% | 8% | 24% | 31% | 27% | 27% | - | - |
| HSBC Tax Saver Equity Fund - Growth | Regular | 2 | 2,444.42 | 0% | 3% | 11% | -1% | -1% | 12% | 27% | 24% | 24% | 13% | - |
| Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | Regular | 5 | 5,294.26 | -1% | 1% | 7% | 5% | 4% | 12% | 22% | 22% | 25% | - | - |
| HDFC ELSS Tax saver - Growth | Regular | 5 | 16,453.67 | 0% | 1% | 8% | 6% | 6% | 8% | 27% | 27% | 26% | 14% | - |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Regular Plan - Growth | Regular | 2 | 15,368.32 | 0% | 2% | 9% | 5% | 5% | 5% | 19% | 18% | 15% | 11% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Regular Plan - Growth | Regular | - | 75.97 | 0% | 4% | 16% | 0% | 0% | 0% | 21% | 26% | 33% | - | - |
Flexi Cap Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund - Growth | Regular | 5 | 1,03,867.95 | 0% | 1% | 6% | 4% | 4% | 11% | 24% | 25% | 25% | 17% | - |
| HDFC Flexi Cap Fund - Growth | Regular | 5 | 75,784.48 | 0% | 0% | 7% | 5% | 6% | 10% | 27% | 28% | 29% | 15% | - |
| WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth | Regular | - | 5,055.95 | 0% | 1% | 8% | 1% | 1% | 10% | 24% | - | - | - | - |
| Tata Flexi Cap Fund - Growth | Regular | 3 | 3,262.92 | 0% | 1% | 9% | 7% | 7% | 9% | 20% | 20% | 19% | - | - |
| Kotak Flexi Cap Fund - Growth | Regular | 3 | 52,532.92 | 0% | 2% | 11% | 6% | 7% | 6% | 22% | 22% | 21% | 14% | - |
Focused Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Focused Equity Fund - Regular Plan - Growth | Regular | 5 | 11,666.69 | 0% | 1% | 9% | 6% | 7% | 11% | 28% | 27% | 26% | 15% | - |
| Canara Robeco Focused Fund - Regular Plan - Growth | Regular | 4 | 2,615.41 | 0% | 2% | 8% | 2% | 3% | 11% | 22% | 23% | - | - | - |
| HDFC Focused 30 Fund - Growth | Regular | 5 | 19,577.58 | 0% | 0% | 7% | 6% | 6% | 10% | 26% | 27% | 29% | 14% | - |
| LIC MF Focused Fund - Growth | Regular | 1 | 140.33 | -1% | 2% | 11% | 5% | 5% | 5% | 16% | 17% | 19% | - | - |
| Nippon India Focused Equity Fund - Growth | Regular | 2 | 8,552.88 | 0% | 1% | 10% | 5% | 6% | 4% | 20% | 20% | 24% | 14% | - |
Large & Mid Cap Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Large & Mid Cap Fund - Growth | Regular | 4 | 7,273.57 | 0% | 5% | 14% | 3% | 3% | 13% | 33% | 30% | 26% | 15% | - |
| Franklin India Equity Advantage Fund - Growth | Regular | 3 | 3,491.04 | 0% | 3% | 11% | 5% | 5% | 9% | 23% | 20% | 24% | 12% | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | Regular | 5 | 21,656.65 | -1% | 0% | 7% | 7% | 8% | 8% | 26% | 26% | 28% | 15% | - |
| WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth | Regular | - | 1,674.17 | 0% | 2% | 10% | 2% | 1% | 8% | - | - | - | - | - |
| HDFC Large and Mid Cap Fund - Regular - Growth | Regular | 3 | 25,412.03 | -1% | 2% | 9% | 3% | 2% | 3% | 25% | 26% | 28% | 14% | - |
Large Cap Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DSP Large Cap Fund - Regular Plan - Growth | Regular | 5 | 6,036.43 | 0% | 0% | 6% | 5% | 5% | 10% | 23% | 23% | 20% | 12% | - |
| ICICI Prudential Large Cap Fund - Growth | Regular | 5 | 69,762.55 | 0% | 0% | 7% | 5% | 5% | 8% | 23% | 23% | 23% | 14% | - |
| Invesco India Largecap Fund - Growth | Regular | 3 | 1,488.19 | 0% | 2% | 10% | 3% | 3% | 7% | 21% | 22% | 21% | 13% | - |
| SBI Blue Chip Fund - Regular Plan - Growth | Regular | 3 | 52,251.14 | 0% | 0% | 7% | 4% | 4% | 6% | 16% | 19% | 20% | 12% | - |
| Nippon India Large Cap Fund - Growth | Regular | 5 | 41,750.19 | 0% | 1% | 8% | 3% | 4% | 6% | 22% | 25% | 26% | 14% | - |
Mid Cap Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Helios Mid Cap Fund - Regular Plan - Growth | Regular | - | 97.67 | -1% | 3% | 12% | - | - | - | - | - | - | - | - |
| Invesco India Mid Cap Fund - Growth | Regular | 5 | 6,641.11 | 0% | 5% | 15% | 2% | 2% | 15% | 34% | 33% | 30% | 18% | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth | Regular | 5 | 10,027.89 | 0% | 3% | 12% | 0% | 0% | 10% | 32% | 32% | 33% | 18% | - |
| HDFC Mid-Cap Opportunities Fund - Growth | Regular | 4 | 79,717.67 | -1% | 1% | 10% | 1% | 0% | 6% | 28% | 32% | 32% | 18% | - |
| Canara Robeco Mid Cap Fund - Regular Plan - Growth | Regular | - | 2,961.93 | 0% | 4% | 14% | 3% | 3% | 6% | 26% | - | - | - | - |
| ICICI Prudential MidCap Fund - Growth | Regular | 3 | 6,420.71 | 0% | 5% | 15% | 4% | 5% | 4% | 30% | 27% | 30% | 16% | - |
Multi Cap Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Groww Multicap Fund - Regular Plan - Growth | Regular | - | 104.90 | 0% | 3% | 13% | 1% | 1% | - | - | - | - | - | - |
| Mirae Asset Multicap Fund - Regular Plan - Growth | Regular | - | 3,709.61 | 0% | 3% | 11% | 4% | 4% | 7% | - | - | - | - | - |
| ICICI Prudential Multicap Fund - Growth | Regular | 4 | 15,094.86 | -1% | 0% | 7% | 3% | 3% | 6% | 25% | 26% | 25% | 15% | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Regular | 2 | 5,408.48 | 0% | 3% | 10% | 1% | 1% | 4% | 25% | 25% | 27% | - | - |
| Nippon India Multicap Fund - Growth | Regular | 4 | 43,483.13 | -1% | 2% | 10% | 2% | 2% | 4% | 26% | 30% | 31% | 15% | - |
Sectoral/Thematic Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Business Cycle Fund - Regular Plan - Growth | Regular | - | 350.15 | 0% | 6% | 15% | - | - | - | - | - | - | - | - |
| Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth | Regular | - | 206.77 | -1% | 3% | 6% | 16% | 15% | 22% | 14% | 14% | 11% | 9% | - |
| DSP Banking & Financial Services Fund - Regular Plan - Growth | Regular | - | 1,306.86 | 0% | 2% | 10% | 13% | 14% | 21% | - | - | - | - | - |
| WhiteOak Capital Banking & Financial Services Fund - Regular Plan - Growth | Regular | - | 417.47 | -2% | 10% | 9% | 9% | 16% | - | - | - | - | - | - |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Regular | - | 7,998.78 | 0% | 3% | 12% | 10% | 11% | 16% | 24% | 25% | 23% | 16% | - |
| Sundaram Services Fund - Growth | Regular | - | 4,161.11 | 0% | 2% | 14% | 7% | 7% | 15% | 23% | 24% | 26% | - | - |
| Invesco India Financial Services Fund - Retail - Growth | Regular | - | 1,372.44 | 0% | 3% | 12% | 8% | 9% | 15% | 26% | 28% | 23% | 15% | - |
| Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth | Regular | - | 271.44 | 0% | 1% | 9% | 9% | 10% | 15% | 21% | 23% | 21% | 11% | - |
| ICICI Prudential Banking and Financial Services Fund - Growth | Regular | - | 9,812.38 | 0% | 1% | 10% | 11% | 12% | 14% | 18% | 22% | 22% | 14% | - |
| Tata Banking And Financial Services Fund - Growth | Regular | - | 2,796.92 | 0% | 2% | 12% | 12% | 12% | 14% | 19% | 25% | 21% | - | - |
| Nippon India Banking & Financial Services Fund - Growth | Regular | - | 7,159.57 | 0% | 2% | 12% | 12% | 12% | 14% | 21% | 26% | 27% | 13% | - |
| UTI Banking and Financial Services Fund - Growth | Regular | - | 1,294.71 | 0% | 2% | 11% | 11% | 12% | 13% | 20% | 23% | 22% | 11% | - |
| ICICI Prudential India Opportunities Fund - Growth | Regular | - | 28,204.24 | 0% | 1% | 7% | 6% | 6% | 11% | 28% | 29% | 31% | - | - |
| ITI Banking and Financial Services Fund - Regular Plan - Growth | Regular | - | 306.69 | 0% | 1% | 8% | 11% | 12% | 11% | 15% | 19% | - | - | - |
| Franklin India Opportunities Fund - Growth | Regular | 3 | 6,863.66 | -1% | 0% | 8% | -1% | -2% | 2% | 35% | 35% | 30% | 16% | - |
| Bank of India Manufacturing & Infrastructure Fund - Growth | Regular | 5 | 573.17 | -2% | 3% | 9% | 0% | 1% | 0% | 28% | 31% | 31% | 16% | - |
| Franklin Build India Fund - Growth | Regular | 2 | 2,857.07 | 0% | 1% | 8% | 0% | 1% | -1% | 33% | 34% | 32% | 17% | - |
| ICICI Prudential Manufacturing Fund - Growth | Regular | - | 6,588.71 | -1% | 1% | 10% | 3% | 4% | -3% | 29% | 29% | 29% | - | - |
| Invesco India PSU Equity Fund - Growth | Regular | 1 | 1,394.40 | 0% | 1% | 14% | 6% | 7% | -3% | 38% | 40% | 29% | 17% | - |
| DSP India T.I.G.E.R. Fund - Regular Plan - Growth | Regular | 3 | 5,319.48 | 0% | 1% | 9% | -4% | -4% | -5% | 30% | 33% | 33% | 16% | - |
Small Cap Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset Small Cap Fund - Regular Plan - Growth | Regular | - | 1,580.47 | -1% | 3% | 10% | - | - | - | - | - | - | - | - |
| Bandhan Small Cap Fund - Regular Plan - Growth | Regular | 5 | 11,743.70 | -2% | 3% | 11% | -2% | -2% | 13% | 39% | 35% | 35% | - | - |
| Invesco India Smallcap Fund - Growth | Regular | 4 | 6,822.51 | -1% | 4% | 12% | -3% | -4% | 10% | 30% | 32% | 33% | - | - |
| DSP Small Cap Fund - Regular Plan - Growth | Regular | 3 | 16,318.25 | -1% | 4% | 13% | -2% | -3% | 6% | 23% | 26% | 31% | 17% | - |
| Sundaram Small Cap Fund - Growth | Regular | 3 | 3,310.65 | -1% | 2% | 13% | -1% | -2% | 3% | 23% | 26% | 31% | 14% | - |
Value Funds
| Scheme Name | Plan | Crisil Rating | AuM (Cr) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | Why we Select this Fund |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Value Fund - Growth | Regular | 5 | 52,597.66 | 0% | 1% | 8% | 6% | 6% | 11% | 25% | 26% | 28% | 15% | - |
| UTI Value Fund - Growth | Regular | 3 | 9,752.28 | 0% | 2% | 8% | 2% | 2% | 6% | 24% | 24% | 24% | 13% | - |
| HDFC Value Fund - Growth | Regular | 2 | 7,140.10 | 0% | 2% | 10% | 4% | 4% | 6% | 24% | 25% | 25% | 14% | - |
| Groww Value Fund - Growth | Regular | 3 | 54.91 | 0% | 1% | 10% | 4% | 5% | 5% | 23% | 21% | 21% | - | - |
| HSBC Value Fund - Growth | Regular | 3 | 13,325.48 | -1% | 2% | 11% | 1% | 2% | 3% | 29% | 30% | 29% | 16% | - |