Equity Trending Funds List 1
Nov'17-Jan'18

ELSS

Scheme Name

Return (CAGR %)

Volatility

CRISIL
Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

IDFC Tax Advantage (ELSS) Fund - Regular Plan

29.52

18.42

21.61

Medium

1

662

Aditya Birla Sun Life Tax Relief 96 - Regular Plan

23.96

19.13

22.21

Low

1

3761



Large Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL
Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Kotak Select Focus Fund

22.82

17.66

21.53

Medium

1

13074

SBI Blue Chip Fund

15.85

14.71

18.94

Medium

2

15317



Multi Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL
Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Tata Equity PE Fund - Regular Plan

30.00

20.92

23.39

Low

1

1570

Aditya Birla Sun Life Advantage Fund - Regular Plan

24.02

20.61

23.75

High

1

4158



Balanced

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Reliance Regular Savings Fund - Balanced

20.91

13.79

17.51

Low

1

8133

Aditya Birla Sun Life Balanced 95 Fund

16.36

14.45

17.94

Low

2

10453



Mid & Small Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

L&T Midcap Fund

34.14

24.93

29.09

Low

1

1147

Reliance Small Cap Fund

32.60

23.86

31.44

High

2

1069


Debt Trending Funds List
Nov'17-Jan'18

Dynamic Bond Fund

Scheme Name

Crisil
Rank

Returns(CAGR %)

AUM
(RS Cr)

6 Months

1 Year

3 Year

SBI Dynamic Bond Fund

1

3.92

8.37

10.31

3372

UTI-Dynamic Bond Fund

1

4.13

9.60

10.42

1619




Credit Opportunities Fund

Scheme Name

Crisil
Rank

Returns(CAGR %)

AUM
(RS Cr)

6 Months

1 Year

3 Year

Reliance Corporate Bond Fund

1

4.44

8.32

9.98

7224

Franklin India Low Duration Fund

1

4.45

9.13

9.58

4655




Monthly Income Plan

Scheme Name

Crisil
Rank

Returns(CAGR %)

AUM
(RS Cr)

6 Months

1 Year

3 Year

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

1

6.24

11.69

13.42

2197

ICICI Prudential MIP 25

1

5.79

11.38

11.45

1426




Short Term Plan

Scheme Name

Crisil
Rank

Returns(CAGR %)

AUM
(RS Cr)

3 Months

6 Months

1 Year

HDFC Medium Term Opportunities Fund

1

1.51

4.36

7.83

11464

IDFC Super Saver Income Fund - Medium Term - Regular Plan

1

1.00

3.38

7.06

4507



Returns as on 31/10/2017

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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