Equity Trending Funds List
May'17-Jul'17

ELSS

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

DSP BlackRock Tax Saver Fund - Regular Plan

30.71

24.15

21.65

Low

1

1856

Kotak Tax Saver Scheme

32.42

24.25

18.01

Medium

2

541



Large Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Kotak Select Focus Fund

32.76

25.20

22.08

Low

1

8246

SBI Blue Chip Fund

20.67

21.01

20.23

Low

1

11369



Multi Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Birla Sun Life India GenNext Fund

31.15

25.36

22.24

Low

1

504

Tata Equity PE Fund - Regular Plan

46.08

28.76

22.52

Low

2

819



Balanced

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

ICICI Prudential Balanced Fund

23.82

19.67

18.86

Low

1

6923

Birla Sun Life Balanced 95 Fund - Regular Plan

22.82

20.20

18.08

High

2

6337



Mid & Small Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Franklin India Smaller Companies Fund

33.87

33.29

31.51

Low

1

4701

Reliance Small Cap Fund

46.21

39.02

32.45

Medium

2

2989


Debt Trending Funds List
May'17-Jul'17

Dynamic Bond Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

UTI-Dynamic Bond Fund

1

5.25

13.56

11.37

1403

IDFC Dynamic Bond Fund - Regular Plan

2

4.22

12.31

11.10

4725




Credit Opportunities Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

Reliance Corporate Bond Fund

1

3.82

10.62

9.82

4432

Franklin India Low Duration Fund

1

4.47

9.98

9.77

2706




Monthly Income Plan

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

Birla Sun Life MIP II - Wealth 25 Plan - Regular Plan

1

4.73

20.02

16.23

1572

ICICI Prudential MIP 25

1

4.92

15.84

13.94

1254




Short Term Plan

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

3 Months

6 Months

1 Year

IDFC Super Saver Income Fund - Medium Term - Regular Plan

1

3.57

9.00

9.15

4817

UTI-Banking & PSU Debt Fund

1

4.20

10.04

9.42

1810



Returns as on 30/04/2017

Source CRISIL

Returns mentioned are for growth options

Disclaimer:

Terms & conditions apply: Bajaj Finance Limited, including its directors, employees, associates, affiliates etc., shall not be responsible for the accuracy, completeness, timeliness and contents of the information provided herein above. NAV of the scheme can go up or down depending on factors or forces affecting securities market. For the scheme specific risk factors and other details, please read offer documents. The above matter is for information purpose only and shall not be construed as an offer to buy, sell or invest in any mutual fund scheme. Readers are advised to exercise discretion and shall consult their professional advisors for further action. Mutual Fund investment are subject to market risk, therefore, please read offer documents carefully, before investing.