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Equity Scheme Recommendation
Latest AUM as Launch Returns (%) Min. Investment
NAV* on 31st Date Amount
Scheme Name Oct 2017
(Rs in Cr) One Three Five Since SIP Lump
Large Cap Fund Year Years Years Inception sum
Birla Sun Life Frontline Equity Fund
Mirae Asset India Opportunities Fund 215.23 19799 30-Aug-02 25.01 10.49 17.17 22.96 1,000 5,000
SBI Blue Chip Fund 46.80 5232 04-Apr-08 32.13 14.24 20.68 17.33 1,000 5,000
Multi Cap Fund 37.72 14-Feb-06 23.85 12.40 18.21 11.92 5,000
Birla Sun Life Advantage Fund 16480 500
435.88 4904 24-Feb-95 32.77 16.58 22.46 18.64 1,000 5,000
Kotak Select Focus Fund 32.72 15195 26-Jul-07 28.66 13.84 20.60 15.23 500 5,000
26.20 9966 28-Apr-14 33.00 20.33 N.A. 30.74 1,000 5,000
Motilal Oswal MOSt Focused
Multicap 35 55.98 4959 14-Nov-06 30.97 18.03 23.33 16.87 500 1,000
Mid Cap and Small Cap Fund 61.54 6704 13-Jan-06 35.77 20.35 30.24
DSP BlackRock Small and Mid Cap 44.00 1518 25-Jun-07 49.12 20.69 23.22 16.51 500 5,000
Fund 16.60 1,000 5,000
Franklin India Smaller Companies Fund
HDFC Small Cap Fund
Mirae Asset Emerging Bluechip Fund 50.96 4820 09-Jul-10 38.67 23.51 30.73 24.16 1,000 5,000
24.94 32.95 23.01 500 5,000
Reliance Small Cap Fund 45.04 5143 16-Sep-10 51.20
Note: Returns as on 30th Nov, 2017, Returns < 1 yr annualized, Returns > 1 yr compounded annualized.
Debt Scheme- Liquid Funds Recommendation
Scheme Name Latest AUM as on One Returns (%) Since
NAV* Month Inception
31st Oct 2017 Three Six One
(Rs in Cr.) Months Months Year 7.69
7.29
Liquid Fund 2655.22 25223 0.51 1.58 3.22 6.55
SBI Premier Liquid Fund 3336.23 26353 0.51 1.56 3.18 6.51 8.36
8.28
HDFC Liquid Fund
Ultra Short Term Fund 2344.99 11194 0.48 1.54 3.43 7.01
UTI Treasury Adv Fund - Inst Plan 2344.44 19088 0.44 1.47 3.41 6.65
Reliance Money Manager Fund
Note: NAV and Returns as on 30th Nov, 2017, Returns < 1 yr annualised, > 1 yr compounded annualised.
ELSS Scheme Recommendation
Latest Launch Returns (%)
NAV* Date
Scheme Name OneYear Three Years Five Years Since
Inception
Birla Sun Life Tax Relief 96 30.83 06-Mar-08 36.42 16.25 21.81
15.06 20.52 12.25
DSP BlackRock Tax Saver 47.26 18-Jan-07 28.77 12.41 22.43 15.36
Reliance Tax Saver (ELSS) Fund 65.90 10-Apr-99 35.97 16.71
Motilal Oswal MOSt Focused Long N.A. N.A.
Term Fund 17.33 15-Jan-15 35.48 21.21
Note: NAV and Returns as on 30th Nov, 2017, Returns <1 yr annualised, >1 yr compounded annualised
9 ARIHANT CAPITAL ยก dECembER 2017
