Equity Trending Funds List
Aug'17-Sep'17

ELSS

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

L&T Tax Advantage Fund

26.55

17.73

20.61

Low

1

2222

Kotak Tax Saver Scheme

23.19

18.85

19.03

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

23.88

20.02

23.40

Low

1

10591

SBI Blue Chip Fund

16.10

16.39

21.42

Low

1

13580



Multi Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Birla Sun Life India GenNext Fund

22.75

21.75

23.91

Low

1

570

Tata Equity PE Fund - Regular Plan

32.40

20.30

24.50

Low

1

1189



Balanced

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

HDFC Balanced Fund

21.74

16.33

19.96

Medium

1

11349

ICICI Prudential Balanced Fund

21.44

15.99

20.77

Low

2

11734



Mid & Small Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

L&T Midcap Fund

39.03

26.95

29.69

Low

1

901

Reliance Small Cap Fund

39.61

27.34

33.27

High

2

3754


Debt Trending Funds List
Aug'17-Oct'17

Dynamic Bond Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

SBI Dynamic Bond Fund

1

4.32

12.43

11.17

3050

UTI-Dynamic Bond Fund

1

4.18

13.08

11.21

1529




Credit Opportunities Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

Reliance Corporate Bond Fund

1

4.05

10.49

10.48

5972

Franklin India Low Duration Fund

1

4.67

9.94

9.79

3682




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

8.97

15.95

15.16

1836

ICICI Prudential MIP 25

1

7.81

13.79

12.62

1324




Short Term Plan

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

3 Months

6 Months

1 Year

HDFC Medium Term Opportunities Fund

1

2.78

3.63

9.27

8895

IDFC Super Saver Income Fund - Medium Term - Regular Plan

1

2.34

3.60

8.72

4354



Returns as on 31/07/2017

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.



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