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Equity Scheme Recommendation
Latest AUM as Launch Returns (%) Min. Investment
NAV* on 29th Date Amount
Scheme Name Sep 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 217.06 18,969 30-Aug-02 18.59 12.55 18.73 23.16 1,000 5,000
SBI Blue Chip Fund 46.68 4,738 04-Apr-08 24.78 15.70 21.69 17.46 1,000 5,000
Multi Cap Fund 37.49 15,654 14-Feb-06 15.77 13.51 13.51 11.95 5,000
Birla Sun Life Advantage Fund 500
437.89 4,499 24-Feb-95 23.36 19.32 24.17 18.74 1,000 5,000
Kotak Select Focus Fund 32.89 13,974 26-Jul-07 22.57 16.34 21.81 15.46 500 5,000
26.18 9,179 28-Apr-14 26.02 23.20 N.A. 31.54 1,000 5,000
Motilal Oswal MOSt Focused
Multicap 35 55.71 45.67 14-Nov-06 21.07 20.58 24.57 16.95 500 1,000
Mid Cap and Small Cap Fund 13-Jan-06 21.44 20.43 30.52
DSP BlackRock Small and Mid Cap 58.95 6,283 25-Jun-07 21.55 19.58 26.42 16.21 500 5,000
Fund 56.29 17,917 18.19 1,000 5,000
Franklin India Smaller Companies Fund
HDFC Mid-cap Opportunities Fund
Mirae Asset Emerging Bluechip Fund 50.04 4,428 09-Jul-10 28.01 24.74 31.08 24.15 1,000 5,000
23.45 32.22 22.39 500 5,000
Reliance Small Cap Fund 42.70 4,546 16-Sep-10 33.09
Note: Returns as on 31st Oct, 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
29th Sep 2017 Three Six One
(Rs in Cr.) Months Months Year 7.63
7.29
Liquid Fund 2406.21 14,435 0.52 1.60 3.29 6.64
DSP BlackRock Liquidity Fund 3319.45 26,907 0.54 1.56 3.24 6.57 7.48
8.30
HDFC Liquid Fund
Ultra Short Term Fund 407.81 8,357 0.57 1.43 3.51 7.04
Birla Sun Life Cash Manager Fund 2334.26 16,836 0.59 1.57 3.58 7.22
Reliance Money Manager Fund
Note: NAV and Returns as on 31st Oct 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 30.34 06-Mar-08 23.84 18.12 22.46
16.10 21.63 12.18
DSP BlackRock Tax Saver 46.50 18-Jan-07 20.01 13.78 23.15 15.31
Reliance Tax Saver (ELSS) Fund 65.46 10-Apr-99 28.50 16.77
Motilal Oswal MOSt Focused Long N.A. N.A.
Term Fund 17.04 15-Jan-15 26.27 21.16
Note: NAV and Returns as on 31st Oct 2017, Returns <1 yr annualised, >1 yr compounded annualised
9 ARIHANT CAPITAL ยก novembER 2017
