Equity Trending Funds List 1
Nov'16-Jan'17

ELSS

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

DSP BlackRock Tax Saver Fund

21.10

27.06

21.19

Medium

1

1373

Axis Long Term Equity Fund

7.19

28.35

22.32

Low

2

10024



Large Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Kotak Select Focus Fund

14.36

25.69

20.21

Low

1

5668

SBI Blue Chip Fund

13.90

23.73

20.26

Low

1

8038



Multi Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Birla Sun Life Equity Fund

22.53

29.87

21.21

Medium

1

2801

L&T India Value Fund

17.56

34.98

24.74

Medium

2

1593



Balanced

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

DSP BlackRock Balanced Fund

16.17

23.22

15.30

Low

1

1953

HDFC Balanced Fund

12.67

24.76

17.58

Low

2

7391



Mid & Small Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

DSP BlackRock Micro Cap Fund

28.43

51.51

30.03

Low

1

3496

Franklin India Smaller Companies Fund

23.79

41.74

30.88

Low

2

3579


Debt Trending Funds List -Q4
Nov'16-Jan'17

Dynamic Bond Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

HDFC High Interest Fund - Dynamic Plan

1

8.72

12.54

11.69

1834

Birla Sun Life Dynamic Bond Fund

1

8.47

12.47

12.25

13139




Credit Opportunities Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

Birla Sun Life Corporate Bond Fund

1

5.88

10.20

10.15

958

DSP BlackRock Income Opportunities Fund

2

5.69

10.61

10.49

4301




Monthly Income Plan

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

Kotak Monthly Income Plan

1

11.29

14.00

13.84

128

Birla Sun Life MIP II - Wealth 25 Plan

1

14.34

16.35

17.36

1202




Short Term Plan

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

3 Months

6 Months

1 Year

ICICI Prudential Banking & PSU Debt Fund

1

3.56

6.67

11.27

5408

IDFC Super Saver Income Fund - Medium Term

1

2.77

5.31

9.05

3829



Returns as on 30/09/2016

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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