A. Equity Schemes
Invest in stocks, for capital growth and higher returns, carrying higher risk
A. Equity Schemes
Invest in stocks, for capital growth and higher returns, carrying higher riskBest Equity Mutual Fund
11 Sub categories - 1. Mutli Cap fund, 2. Large Cap fund, 3. Large and Mid-Cap fund, 4. Mid-Cap fund, 5. Small Cap fund, 6. Dividend Yield fund, 7. Value/Contra fund, 8. Focused fund, 9. Sectoral/Thematic, 10. Equity Linked Savings Scheme, 11. Flexi-cap fund
|
AMC
|
Category
|
AUM (Rs. in cr)
|
1 yr
|
3 yrs
|
5 yrs
|
Expense ratio
|
|---|---|---|---|---|---|---|
|
HDFC Mid Cap Opportunities Fund (G)
|
Mid-Cap
|
67,578
|
13.19%
|
23.75%
|
33.25%
|
1.42%
|
|
Motilal Oswal Midcap Fund (G)
|
Mid-Cap
|
23,704
|
22.68%
|
28.11%
|
35.56%
|
1.61%
|
|
Nippon India Small Cap Fund (G)
|
Small-Cap
|
50,826
|
9.47%
|
21.16%
|
39.30%
|
1.48%
|
|
Quant Small Cap Fund (G)
|
Small-Cap
|
22,832
|
2.71%
|
20.53%
|
49.46%
|
1.65%
|
|
Edelweiss Small Cap Fund (G)
|
Small-Cap
|
3,719
|
10.58%
|
16.91%
|
35.02%
|
1.87%
|
|
SBI Long Term Equity Fund (D)
|
ELSS
|
25,723
|
1.16%
|
19.86%
|
29.14%
|
1.60%
|
|
Motilal Oswal ELSS - Tax Saver Fund (D)
|
ELSS
|
3,405
|
-1.51%
|
17.55%
|
25.04%
|
1.87%
|
B. Debt Schemes
Invest in government bonds, corporate bonds, treasury bills, commercial paper, for income stability and safe
B. Debt Schemes
Invest in government bonds, corporate bonds, treasury bills, commercial paper, for income stability and safeBest Debt Mutual Fund
16 sub categories - 1. Overnight fund, 2. Liquid fund, 3. Ultra - Short Duration fund, 4. Low Duration fund, 5. Money market fund, 6. Short Duration fund, 7. Medium Duration fund, 8. Medium to long duration fund, 9. Long duration fund, 10. Dynamic bond, 11. Corporate bond fund, 12. Credit Risk fund, 13. Banking and PSU fund, 14. Gilt fund, 15. Gilt fund with 10 year constant duration, 16. Floater fund
|
AMC
|
Category
|
AUM (Rs. in cr)
|
1 yr
|
3 yrs
|
5 yrs
|
|---|---|---|---|---|---|
C. Hybrid Schemes
Invest in mix of stocks and bonds, for growth potential with income generation and risk mitigation
C. Hybrid Schemes
Invest in mix of stocks and bonds, for growth potential with income generation and risk mitigationBest Hybrid Mutual Fund
6 sub categories - 1. Conservative hybrid fund, 2. Balance or Aggressive hybrid fund, 3. Dynamic Asset allocation or Balance Advantage , 4. Mutli Asset Allocation, 5. Arbitrage fund, 6. Equity Saving
|
AMC
|
Category
|
AUM (Rs. in cr)
|
1 yr
|
3 yrs
|
5 yrs
|
Expense ratio
|
|---|---|---|---|---|---|---|
D. Solution Oriented Schemes
Specifc financial goals, like retirement or education
D. Solution Oriented Schemes
Specifc financial goals, like retirement or educationBest Solution Oriented Mutual Fund
2 sub categories- 1. Retirement fund, 2. Children's fund
|
AMC
|
Category
|
AUM (Rs. in cr)
|
1 yr
|
3 yrs
|
5 yrs
|
Expense ratio
|
|---|---|---|---|---|---|---|
D. Other Schemes
D. Other Schemes
Best Other Schemes
2 sub categories- 1. Index fund / Exchange traded fund, 2. Fund of Funds (Overseas / Domestic) Other type - 1. Fixed Maturity Plans, 2. Capital Protection Oriented funds, 3. Infrastructure Debt fund, 4. Real Estate Mutual fund. New Type of funds - 1. Smart Beta fund, 2. Quant fund, 3. International REIT's, 4. Specialized Investment fund
|
AMC
|
Category
|
AUM (Rs. in cr)
|
1 yr
|
3 yrs
|
5 yrs
|
Expense ratio
|
|---|---|---|---|---|---|---|
Note:
- AK is as an AMFI registered Mutual fund distributor
- Mutual Fund investments are subject to market risk, read all scheme related documents carefully.