Equity Trending Funds List
Feb'17-Apr'17

ELSS

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

DSP BlackRock Tax Saver Fund

26.62

23.92

20.85

Medium

1

1461

Birla Sun Life Tax Relief 96

15.40

22.67

19.86

Low

1

2423



Large Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Kotak Select Focus Fund

24.78

24.14

19.79

Low

1

6726

SBI Blue Chip Fund

17.40

20.69

19.08

Low

1

9522



Multi Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

Birla Sun Life Equity Fund

32.22

25.86

21.19

Low

1

3204

ICICI Prudential Value Discovery Fund

24.66

20.74

18.85

High

1

4395



Balanced

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

ICICI Prudential Balanced Fund

24.66

20.74

18.85

High

1

4395

HDFC Balanced Fund

20.07

21.04

17.71

High

2

7930



Mid & Small Cap

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM
(RS Cr)

1 Year

3 Year

5 Year

DSP BlackRock Micro Cap Fund

32.30

43.34

30.52

Low

1

4115

Franklin India Smaller Companies Fund

26.57

35.13

30.58

Medium

2

515


Debt Trending Funds List -Q4
Feb'17-Apr'17

Dynamic Bond Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

UTI-Dynamic Bond Fund

1

8.56

15.25

12.14

1199

IDFC Dynamic Bond Fund

2

7.06

13.04

10.93

5030




Credit Opportunities Fund

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

UTI Income Opportunities Fund

1

5.62

10.70

10.26

1925

Franklin India Low Duration Fund

2

5.13

10.02

9.92

2422




Monthly Income Plan

Scheme Name

Crisil Rank

Returns(CAGR %)

AUM (RS Cr)

6 Months

1 Year

3 Year

Kotak Monthly Income Plan

1

6.27

17.08

13.15

147

Birla Sun Life MIP II - Wealth 25 Plan

1

6.16

19.94

16.06

1377




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

1

2.22

5.05

10.06

4499

UTI-Banking & PSU Debt Fund

1

2.91

5.93

11.45

1267



Returns as on 30/01/2017

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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