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Volume - 20 Issue - 4 August 2018

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VIJAY INVESTMENT NEWSOur Offices New Contact Number

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Goal settingFailing to plan is planning to fail!

A good investor will always have clear goal. It is very important

to have a plan to achieve the goals. Variations most likely tend to

divert an investor from the agenda. Having a plan of action

within a defined period of time for a particular return on

investment is a sign of a good investor. They are prepared for

the uncertainty of the market while the plans are usually made

considering both the sides

KnowledgeWhen you know better, you do better!

Besides utilizing time to the best, a good investor possesses

knowledge of the market. He/she understands the position of

funds and has researched about the company investment

strategy and philosophy. You need to know where your money

is being utilized. A good investor analyses the growth pattern of

the company over the years from genuine sources. On the

accounts of the anticipations and knowledge a good investor

will have a defined plan for exit point as well. An active learner

who is open to make a right choice on the basic of genuinity of

knowledge is a good investor.

Right Decision

Listen to the world but do what is right!

A good investor knows the time. They keep an eye on current

scenario in the market. They update their knowledge about

market activities and growth. Having a sound understanding of

trends enables the investors to overlook their plans and decide

the term of investment. Having an understanding of current

trends and company market position makes one a good

investor. They own their mistakes and learn not to make them

again. It’s not necessary that the good investor jumps into the

trends; he/she just does what is right

PatienceKeep calm and carry on!

Over the period of time a good investor creates wealth due

to his patience. It is probably the finest quality to have. A

good investor has faith in his plans. They usually do not

feel bad about the 10% downtick; they would rather sit tight

to celebrate the 100% uptick. They are persistent about

sticking to the plans. They usually do not get into the buy

and sell trends.

Risk AversionKnow thyself!

Good investors know the inherent risk in investing. They

understand their plans and analyze their expected returns.

Being risk averse is a quality shaped by experience,

knowledge and confidence over the above mentioned key

characteristics.

An average investor uses his money and invests the rest; a good investor invests his money and

uses the rest. Investing is a risk vs. returns game. While some have mademillions, many have lost as

well. Learn the key characteristics of a good investor to become one.

( source: motilaloswalmf.com)

5 key characteristics of a good investor.

Calculate the amountyou require every monthto take care of your dayto day expenses

Determine yourmonthlyexpenditure

Retirement duration is thedifference between LifeExpectancy ad Retirement Age.For example, if you want to retireat the age of 60 and expect to livetill 80, your retirement duration is20 years.

Ascertain your retirementduration

Planning for retirement shouldbe done from the time you startearning. So, start investing sincethe beginning of your earningperiod to enjoy a healthy &wealthy retirement

Prepare for yourretirement plan early

Once you know yourmonthly expenditureand retirement duration,calculate the inflationadjusted corpus that youwill need to fund thetotal expenditure duringyour retirement

Decide retirementcorpus

To arrive at the amountthat you should investperiodically, determineyour expected return &risk to arrive at asuitable asset allocation.

Ascertain SIPamount

To harness the power ofcompounding, keepinvesting regularly withdiscipline.

Keep investingregularly

Periodically review yourinvestment to manageasset allocation, keepingthe risk level in checkand goal on track.

Review & rebalanceperiodically

INVESTINGEARLYin life makes building wealth easier

just like diagnosing earlymakes curing an illness easier

10,000` SAVE

1.32croresin just

20 years

` a month and build wealth of

* Assuming compounded annual returns at 15%

Plan For YourRetirement WithMutual Fund

START AN SIP INMUTUAL FUNDSTODAY

The values shown here are for illustrative purpose only and neither assured nor indicative ofthe returns of any particulars fund categories. For the purpose of calculations, we have usedmonthly compounding convention for the tenure of the SIP at the assumed rate of return.

Mutual Fund investment are subject to market risks, read all scheme related documents carefully.

August 2018 (2)

OLD SCHEMES NAME NEW SHCMES NAME NEW CATEGORYABSL Advantage Fund ABSL Equity Advantage Fund Large & Mid Cap FundABSL Balanced '95 Fund ABSL Equity Hybrid '95 Fund Aggressive Hybrid FundABSL Balanced Advantage Fund ABSL Balanced Advantage Fund Balanced AdvantageABSL Banking & Financial Services Fund ABSL Banking & Financial Services Fund Sectoral / ThematicABSL Equity Fund ABSL Equity Fund Multi Cap FundABSL Equity Savings Fund ABSL Equity Savings Fund Equity Savings FundABSL Frontline Equity Fund ABSL Frontline Equity Fund Large Cap FundABSL Frontline Equity Fund ABSL Frontline Equity Fund Large Cap FundABSL India Gennext Fund ABSL India Gennext Fund Sectoral / ThematicABSL India Opportunities Fund ABSL New Millennium Fund -ABSL India Reforms Fund ABSL Infrastructure Fund -ABSL Infrastructure Fund ABSL Infrastructure Fund Sectoral / ThematicABSL International Equity Fund - Plan AABSL International Equity Fund - Plan A Sectoral / ThematicABSL International Equity Fund - Plan B ABSL International Equity Fund - Plan B Sectoral / ThematicABSL Manufacturing Equity Fund ABSL Manufacturing Equity Fund Sectoral / ThematicABSL Midcap Fund ABSL Midcap Fund Mid Cap FundABSL MNC Fund ABSL MNC Fund Sectoral / ThematicABSL New Millennium Fund ABSL Digital India Fund Sectoral / ThematicABSL Pure Value Fund ABSL Pure Value Fund Value FundABSL Small & Midcap Fund ABSL Small Cap Fund Small Cap FundABSL Special Situations Fund ABSL Equity Fund -ABSL Tax Relief '96 Fund ABSL Tax Relief '96 Fund ELSSABSL Top 100 Fund ABSL Focused Equity Fund Focused FundAxis Childrens Gift Fund Axis Childrens Gift Fund Children's FundAxis Dynamic Equity Fund Axis Dynamic Equity Fund Dynamic AssetAllocationAxis Focused 25 Fund Axis Focused 25 Fund Focused FundAxis Equity Fund Axis Bluechip Fund Large Cap FundAxis Equity Saver Fund Axis Equity Saver Fund Equity Savings FundAxis Long Term Equity Fund Axis Long Term Equity Fund ELSSAxis MidCap Fund Axis MidCap Fund Mid Cap FundAxis Multicap Fund Axis Multicap Fund Multi Cap FundAxis Small Cap Fund Axis Small Cap Fund Small Cap FundAxis Triple Advantage Fund Axis Triple Advantage Fund Multi Asset Allocation BNP Paribas Balanced Fund BNP Paribas Substantial Equity Hybrid Aggressive Hybrid FundBNP Paribas Equity Fund BNP Paribas Large Cap Fund Large Cap FundBNP Paribas Focused 25 Equity Fund BNP Paribas Focused 25 Equity Fund Focused FundBNP Paribas Long Term Equity Fund BNP Paribas Long Term Equity Fund ELSSBNP Paribas Midcap Fund BNP Paribas Midcap Fund Mid Cap FundCanara Robeco Equity Diversified Canara Robeco Equity Diversified Fund Multi Cap FundCanara Robeco Large Cap Plus Fund Canara Robeco Blue Chip Equity Fund Large Cap FundCanara Robeco Emerging Equities Fund Canara Robeco Emerging Equities Fund Large & Mid Cap FundCanara Robeco Infrastructure Fund Canara Robeco Infrastructure Fund Sectoral / ThematicCanara Robeco F.O.R.C.E. Fund Canara Robeco Consumer Trend Fund Sectoral / ThematicCanara Robeco Equity Tax Saver Canara Robeco Equity Tax Saver Fund ELSSDSP BlackRock Balanced Fund DSP BlackRock Equity & Bond Fund Aggressive Hybrid FundDSP BlackRock Equity Fund DSP BlackRock Equity Fund Multi Cap FundDSP BlackRock Equity Savings Fund DSP BlackRock Equity Savings Fund Equity Savings FundDSP BlackRock Focus 25 Fund DSP BlackRock Focus Fund Focused FundDSP BlackRock India T.I.G.E.R. Fund DSP BlackRock India T.I.G.E.R. Fund Sectoral / ThematicDSP BlackRock Micro Cap Fund DSP BlackRock Small Cap Fund Small Cap FundDSP BlackRock Opp.Fund DSP BlackRock Equity Opp.Fund Large & Mid Cap FundDSP BlackRock Small and Midcap Fund DSP BlackRock Midcap Fund Mid Cap FundDSP BlackRock Tax Saver Fund DSP BlackRock Tax Saver Fund ELSSDSP BlackRock Top 100 Equity Fund DSP BlackRock Top 100 Equity Fund Large Cap FundEdelweiss Dynamic Equity Advantage Edelweiss Balanced Advantage Fund alanced AdvantageEdelweiss Economic Resurgence Fund Edelweiss Multi-Cap Fund Multi Cap FundEdelweiss ELSS Fund Edelweiss Long Term Equity Fund ELSSEdelweiss Equity Opportunities Fund Edelweiss Large & Mid Cap Fund Large & Mid Cap FundEdelweiss Equity Savings Adv. Fund delweiss Equity Savings Fund Equity Savings FundEdelweiss Large Cap Advantage Fund Edelweiss Large Cap Fund Large Cap FundEdelweiss Mid and Small Cap Fund Edelweiss Mid Cap Fund Mid Cap FundEdelweiss Prudent Advantage Fund Edelweiss Multi - Asset Allocation Fund Multi Asset Allocation Edelweiss Tax Advantage Fund Edelweiss Tax Advantage Fund N/AFranklin Build India Fund Franklin Build India Fund Sectoral / ThematicFranklin India Bluechip Fund Franklin India Bluechip Fund Large Cap FundFranklin India Flexi Cap Fund Franklin India Equity Advantage Fund Large & Mid Cap FundFranklin India High Growth Companies Franklin India Focused Equity Fund Focused FundFranklin India Opportunities Fund Franklin India Opportunities Fund Sectoral / ThematicFranklin India Prima Fund Franklin India Prima Fund Mid Cap FundFranklin India Prima Plus Franklin India Equity Fund12 Multi Cap FundFranklin India Smaller Companies Fund Franklin India Smaller Companies Fund mall Cap FundFranklin India Taxshield ranklin India Taxshield ELSSFranklin India Technology Fund Franklin India Technology Fund Sectoral / ThematicTempleton India Growth Fund Templeton India Value Fund Value FundHDFC Top 200 Fund HDFC Top 100 Fund Large Cap FundHDFC Mid Cap Opportunities Fund HDFC Mid Cap Opportunities Fund Mid Cap FundHDFC Large Cap Fund HDFC Growth Opportunities Fund Larg & Mid Cap FundHDFC Balanced Fund HDFC Hybrid Equity Fund Aggressive Hybrid FundHDFC Prudence Fund HDFC Balanced Advantage Fund Balanced AdvantageHSBC Equity Fund HSBC Large Cap Equity Fund Large Cap FundHSBC Tax Saver Equity Fund HSBC Tax Saver Equity Fund ELSSICICI Prudential Focused BluechipEquity ICICI Prudential Bluechip Fund Large Cap FundICICI Prudential Top 100 Fund ICICI Prudential Large & Mid Cap Fund Large & Mid Cap FundICICI Prudential Multicap Fund ICICI Prudential Multicap Fund Multicap FundICICI Prudential Midcap Fund ICICI Prudential Midcap Fund Mid Cap FundiCICI Prudential Indo Asia Equity Fund ICICI Prudential Smallcap Fund Small Cap FundICICI Prudential Value Discovery Fund ICICI Prudential Value Discovery Fund Value FundICICI Prudential Select Large Cap Fund ICICI Prudential Focused Equity Fund Focused FundICICI Prudential Long Term Equity Fund ICICI Prudential Long Term Equity Fund ELSSICICI PRUDENTIAL BANKING & FS ICICI PRUDENTIAL BANKING & FS SECTOR /THEMATIC ICICI PRUDENTIAL INFRASTRUCTURE ICICI PRUDENTIAL INFRASTRUCTURE SECTOR /THEMATICiCICI PRUDENTIAL EX. AND OTHER SR. ICICI PRUDENTIAL EX. AND OTHER SR. SECTOR /THEMATICICICI PRUDENTIAL FMCG FUND ICICI PRUDENTIAL FMCG FUND SECTOR /THEMATIC ICICI PRUDENTIAL TECHNOLOGY FUND ICICI PRUDENTIAL TECHNOLOGY FUND SECTOR /THEMATIC ICICI Prudential Equity Income Fund ICICI Prudential Equity Savings Fund Equity Savings FundICICI Prudential Balanced Advantage ICICI Prudential Balanced Advantage Dyn.Asst. Alloca./ BAL.ICICI Prudential Balanced Fund ICICI Prudential Equity & Debt Fund Aggressive Hybrid FundICICI Prudential Dynamic Plan ICICI Prudential Multi-Asset Fund Multi Asset AllocationIDBI DIVERSIFIED EQUITY FUND IDBI DIVERSIFIED EQUITY FUND N/AIDBI INDIA TOP 100 EQUITY FUNDI IDBI INDIA TOP 100 EQUITY FUND N/AIDBI MIDCAP FUND IDBI MIDCAP FUND Mid CapIDBI Prudence Fund IDBI Hybrid Equity Fund Aggressive Hybrid FundIDBI SMALL CAP FUND IDBI SMALL CAP FUND Small CapIDFC Balanced Fund IDFC Hybrid Equity Fund Aggressive Hybrid FundIDFC Classic Equity Fund IDFC Classic Equity Fund Large & Mid Cap FundIDFC Equity Fund IDFC Equity Fund Large Cap FundIDFC Focused Equity Fund IDFC Focused Equity Fund Focused FundIDFC Infrastructure Fund IDFC Infrastructure Fund Sectoral / ThematicIDFC Sterling Equity Fund DFC Sterling Equity Fund Value FundIDFC Tax Advantage (ELSS) Fund IDFC Tax Advantage (ELSS) Fund ELSS

OLD SCHEMES NAME NEW SHCMES NAME NEW CATEGORYKotak Select Focus Fund Kotak Standard Multicap Fund Multi Cap FundKotak 50 Kotak Bluechip Fund Large Cap FundKotak Opportunities Kotak Large & Mid Cap Opportunities Large & Mid Cap FundKotak Emerging Equity Scheme Kotak Emerging Equity Scheme Mid Cap FundKotak Midcap Kotak Smallcap Fund Small Cap FundKotak Classic Equity Kotak Classic Contra Contra FundKotak Infrastructure & Eco.Reform Kotak Infrastructure & Eco.Reform Sectoral / ThematicKotak Tax Saver Kotak Tax Saver ELSSKotak Balance Kotak Equity Hybrid Aggressive Hybrid FundKotak Equity Savings Kotak Equity Savings Fund Equity Savings FundL&T BUSINESS CYCLES FUND L&T BUSINESS CYCLES FUND Sectoral / ThematicL&T DYNAMIC EQUITY FUND L& T DYNAMIC EQUITY FUND Dynamic Asset AllocationL&T EMERGING BUSINESSES FUND L&T EMERGING BUSINESSES FUND Small Cap FundL&T EQUITY FUND L&T EQUITY FUND Multi Cap FundL&T EQUITY SAVINGS FUND L&T EQUITY SAVINGS FUND Equity Savings FundL&T INDIA LARGE CAP FUND L&T INDIA LARGE CAP FUND Large Cap FundL&T INDIA PRUDENCE FUND L&T HYBRID EQUITY FUND Aggressive Hybrid FundL&T INDIA SPECIAL SITUATIONS FUND L&T LARGE AND MID CAP FUND Large & Mid Cap FundL&T INDIA VALUE FUND L&T INDIA VALUE FUND Value FundL&T INFRASTRUCTURE FUND L&T INFRASTRUCTURE FUND Sectoral / ThematicL&T MID CAP FUND L&T MID CAP FUND Mid Cap FundL&T TAX ADVANTAGE FUND L&T TAX ADVANTAGE FUND ELSSMirae Asset Emerging Bluechip Fund Mirae Asset Emerging Bluechip Fund N/AMirae Asset Great Consumer Fund Mirae Asset Great Consumer Fund N/AMirae Asset Prudence Fund Mirae Asset Hybrid - Equity Fund N/AMirae Asset Savings Fund Mirae Asset Savings Fund N/AMotilal Oswal MOSt Focused 25 Fund Motilal Oswal Focused 25 Fund N/AMotilal Oswal MOst Focused Multicap 35 Motilal Oswal Multicap 35 N/AMotilal Oswal MOSt FocusedLong Term Motilal Oswal Long Term Equity FundMotilal Oswal MOSt Focused DE Fund Motilal Oswal Dynamic Fund N/AMotilal Oswal MOSt Focused Midcap 30 Motilal Oswal Midcap 30 Fund N/AReliance Diversified Power Sector Fund Reliance Power & Infra Fund Sectoral / ThematicReliance Focused Large Cap Fund Reliance Mid & Small Cap Fund -Reliance Mid & Small Cap Fund Reliance Focused Equity Fund Focused FundReliance Media & Entertainment Fund Reliance Consumption Fund Sectoral / ThematicReliance NRI Equity Fund Reliance Balanced Advantage Fund Balanced AdvantageReliance Pharma Fund Reliance Pharma Fund Sectoral / ThematicReliance Quant Plus Fund Reliance Quant Fund Sectoral / ThematicReliance Regular Savings Fund - Balanced OptionReliance Equity Hybrid Fund - Aggressive Hybrid FundReliance Regular Savings Fund - Equity OptionReliance Value Fund - Value FundReliance Small Cap Fund Reliance Small Cap Fund Small Cap FundReliance Top 200 Fund Reliance Large Cap Fund Large Cap FundReliance Vision Fund Reliance Vision Fund Large & Mid Cap FundReliance Equity Opportunities Fund Reliance Multi Cap Fund Multi Cap FundReliance Growth Fund Reliance Growth Fund Mid Cap FundReliance Tax Saver (ELSS) Fund Reliance Tax Saver (ELSS) Fund ELSSReliance Retirement Fund - Wealth Creation SchemeReliance Banking Fund Reliance Banking Fund Sectoral / ThematicReliance Equity Savings Fund Reliance Equity Savings Fund Equity Savings FundSBI Banking & Financial Services Fund SBI Banking & Financial Services Fund Sectoral / ThematicSBI Bluechip Fund SBI Bluechip Fund Large Cap FundSBI Emerging Businesses Fund SBI Focused Equity Fund Focused FundSBI Equity Savings Fund SBI Equity Savings Fund Equity Savings FundSBI FMCG Fund SBI Consumption Opportunities Fund Sectoral / ThematicSBI Infrastructure Fund SBI Infrastructure Fund Sectoral / ThematicSBI IT Fund SBI Technology Opportunities Fund Sectoral / ThematicSBI Magnum Balanced Fund SBI Equity Hybrid Fund Aggressive Hybrid FundSBI Magnum Children's Benefit Plan SBI Magnum Children's Benefit Plan Childrens FundSBI Magnum COMMA Fund SBI Magnum COMMA Fund Sectoral / ThematicSBI Magnum Equity Fund SBI Magnum Equity ESG Fund Large Cap FundSBI Magnum Global Fund SBI Magnum Global Fund Sectoral / ThematicSBI Magnum Multicap Fund SBI Magnum Multicap Fund Multi Cap FundSBI Magnum Multiplier Fund SBI Large & Mid Fund Large & Mid Cap FundSBI Magnum Taxgain Scheme SBI Magnum Taxgain Scheme ELSSSBI Pharma Fund SBI Healthcare Opportunities Fund Sectoral / ThematicSBI Magnum Midcap Fund SBI Magnum Midcap Fund Mid Cap FundSBI Small & Midcap Fund SBI Small Cap Fund Small Cap FundSundaram Equity Multiplier Fund Sundaram Large & Midcap Fund Large & Mid Cap FundSundaram Select Midcap Fund Sundaram Mid Cap Fund Mid Cap FundSundaram SMILE Fund undaram Small Cap Fund Small Cap FundSundaram Select Focus Fund Sundaram Select Focus Fund Focused FundSundaram Balanced Fund Sundaram Equity Hybrid Fund Aggressive Hybrid FundSundaram Equity Plus Sundaram Multi Asset Fund Multi Asset AllocationSundaram Rural India Fund Sundaram Rural & Consumption Fund Sectoral / ThematicSundaram Infrastructure Advantage Sundaram Infrastructure Advantage Sectoral / ThematicSundaram Financial Services Opp.Fund Sundaram Financial Services Opp.Fund Sectoral / ThematicTata Banking And Financial Services Tata Banking And Financial Services Sectoral / ThematicTata Digital India Fund Tata Digital India Fund ectoral / ThematicTata Dividend Yield Fund Tata Equity Opportunities Fund -Tata Equity Opportunities Fund Tata Large & Mid Cap Fund Large & Mid Cap FundTata Equity P/E Fund Tata Equity P/E Fund Value FundTata Ethical Fund Tata Ethical Fund Sectoral / ThematicTata India Consumer Fund Tata India Consumer Fund Sectoral / ThematicTata India Pharma And Healthcare Fund Tata India Pharma And Healthcare Fund Sectoral / ThematicTata India Tax Savings Fund Tata India Tax Savings Fund ELSSTata Infrastructure Fund Tata Infrastructure Fund Sectoral / ThematicTata Large Cap Fund Tata Large Cap Fund Large Cap FundTata Mid Cap Growth Fund Tata Mid Cap Growth Fund Mid Cap FundTata Resources & Energy Fund Tata Resources & Energy Fund Sectoral / ThematicTata Balanced Fund Tata Hybrid Equity Fund Aggressive Hybrid FundTata Regular Saving Equity Fund Tata Equity Savings Fund Equity Savings FundTata Retirement Savings Fund - Mod. Tata Retirement Savings Fund - Mod. Retirement FundTata Retirement Savings Fund - Prog Tata Retirement Savings Fund - Prog Retirement FundTata Retirement Savings Fund - Cons. Tata Retirement Savings Fund - Cons. Retirement FundUTI Banking & Financial Services Fund UTI Banking & Financial Services Fund Sectoral / ThematicUTI Long Term Equity Fund (Tax Saving) UTI Long Term Equity Fund (Tax Saving) ELSSUTI Mastershare Unit Scheme UTI Mastershare Unit Scheme Large Cap FundUTI Medium Term Fund UTI Medium Term Fund Medium Duration FundUTI Mid Cap Fund UTI Mid Cap Fund Mid Cap FundUTI MNC Fund UTI MNC Fund Sectoral / ThematicUTI Hybrid Equity Fund UTI Hybrid Equity Fund Aggressive Hybrid FundUTI Multicap Fund UTI Opportunities Fund -UTI Opportunities Fund UTI Opportunities Fund Value FundUTI Infrastructure Fund UTI Infrastructure Fund Sectoral / ThematicUTI Transportation & Logistics Fund UTI Transportation & Logistics Fund Sectoral / ThematicUTI Wealth Builder Fund UTI Wealth Builder Fund Multi Asset Allocation

MUTUAL FUND SCHEMES NAME CHANGE AND CATEGORISATION

Vijay Investment News

Selected Equity Diversified Scheme Performance SELECTED CATEGORISATION SCHEMES PERFORMANCE as on 27.07.2018

August 2018 (3)

CATEGORISATION SCHEMES Launch

Aggressive Hybrid Fund Date Dividend Growth 1 Year 3 Years 5 Years

ABSL Equity Hybrid '95 Fund Feb 95 140.61 758.79 4.28 10.28 17.73

BNP Paribas Substantial Equity Hybrid Fund Mar 17 10.58 11.25 7.39 N.A N.A

DSP BlackRock Equity & Bond Fund May 99 24.67 149.04 6.27 10.19 17.54

HDFC Hybrid Equity Fund Sep 00 12.56 51.97 4.03 11.47 20.01

ICICI Prudential Equity & Debt Fund Nov 99 13.03 127.13 4.39 11.09 18.17

IDFC Hybrid Equity Fund Dec 16 10.64 11.74 4.51 N.A N.A

Kotak Equity Hybrid Nov 99 16.01 24.40 3.19 9.32 13.40

L&T Hybrid Equity Fund Jan 11 12.95 26.46 4.99 10.58 18.62

Mirae Asset Hybrid Equity Fund Jul 15 12.96 13.99 7.63 N.A N.A

Motilal Oswal Dynamic Fund Sep 17 11.88 12.31 6.93 N.A N.A

Reliance Equity Hybrid Fund Jun 05 17.46 55.58 5.86 11.47 18.55

SBI Equity Hybrid Fund Dec 95 28.62 128.77 8.98 10.45 18.05

Sundaram Equity Hybrid Fund Jun 00 15.39 88.52 10.47 11.40 13.16

Tata Hybrid Equity Fund Oct 95 74.60 208.41 2.25 6.92 16.84

UTI Hybrid Equity Fund Mar 95 28.91 169.69 4.60 10.02 15.21

Balanced Advantage

ABSL Balanced Advantage Fund Apr 00 20.81 50.91 3.06 10.49 13.48

Edelweiss Balanced Advantage Fund Aug 09 13.71 23.64 9.65 7.34 12.66

HDFC Balanced Advantage Fund Feb 94 30.23 185.54 1.46 9.97 18.58

Reliance Balanced Advantage Fund Nov 04 26.93 86.90 3.83 8.25 14.90

ICICI Prudential Balanced Advantage Dec 06 15.18 33.35 6.68 9.11 14.83

Dynamic Asset Allocation

Axis Dynamic Equity Fund Jul 17 10.98 10.98 3.78 N.A N.A

DSP BlackRock Dynamic Asset Allocation Fund Feb 14 10.36 14.46 2.37 7.65 N.A

HSBC Dynamic Asset Allocation Fund Sep 07 18.65 18.65 9.12 10.28 13.42

IDFC Dynamic Equity Fund Oct 14 11.03 13.22 8.99 7.12 N.A

L& T DYNAMIC EQUITY FUND Jan 11 17.93 23.68 8.20 5.17 15.66

Equity Linked Savings Schemes (ELSS)

ABSL Tax Relief '96 Fund Mar 96 163.48 32.11 13.27 13.71 23.43

Axis Long Term Equity Fund Deb 09 23.59 45.22 18.29 13.48 24.78

BNP Paribas Long Term Equity Fund Jan06 15.13 37.49 3.29 6.72 17.97

Canara Robeco Equity Tax Saver Mar 93 26.79 62.72 12.08 9.82 17.22

DSP BlackRock Tax Saver Fund Jan 07 16.49 46.73 5.63 12.43 20.96

Edelweiss Long Term Equity Fund Dec 08 17.10 47.22 7.07 8.72 17.00

Franklin India Taxshield Apr 99 44.33 560.09 5.85 9.11 19.35

HDFC Tax Saver Mar 96 59.47 514.60 1.36 9.57 18.78

HSBC Tax Saver Equity Fund Jan 07 22.41 37.27 2.64 11.29 19.24

ICICI Prudential Long Term Equity Fund Aug 99 23.24 370.9 12.60 10.88 20.83

IDFC Tax Advantage (ELSS) Fund Dec 08 17.59 56.88 9.84 11.94 21.25

Invesco India Tax Plan Dec 06 21.13 51.71 15.66 12.49 22.47

Kotak Tax Saver Nov 05 19.23 42.30 4.72 10.17 19.33

L&T Tax Advantage Fund Feb 06 24.37 56.28 8.55 13.43 19.81

Mirae Asset Tax Saver Dec 15 14.72 16.72 9.66 N.A N.A

Motilal Oswal Long Term Equity Fund Jan 15 16.67 18.44 10.34 17.36 N.A

Reliance Tax Saver (ELSS) Fund Sep 05 11.89 56.29 -6.69 7.06 21.96

SBI Magnum Taxgain Scheme Mar 93 41.75 139.75 0.94 6.76 16.99

Tata India Tax Savings Fund Mar 96 17.48 66.18 5.92 13.49 20.86

UTI Long Term Equity Fund Dec 99 19.80 87.14 7.14 9.63 16.15

Equity Savings Fund

ABSL Equity Savings Fund Nov 14 11.39 13.36 3.25 8.53 N.A

Axis Equity Saver Fund Aug 15 11.10 12.55 9.99 N.A N.A

DSP BlackRock Equity Savings Fund Mar 16 10.97 12.44 4.28 N.A N.A

Edelweiss Equity Savings Fund Oct 14 12.84 13.61 9.13 8.12 N.A

ICICI Prudential Equity Savings Fund Dec 14 11.31 12.99 4.25 8.35 N.A

Kotak Equity Savings Fund Oct 14 11.32 13.79 8.46 8.47 N.A

L&T Equity Saving Fund Oct 11 11.98 17.44 5.81 6.49 9.66

Reliance Equity Savings Fund Mar 15 11.09 12.74 4.47 7.64 N.A

SBI Equity Savings Fund May 15 12.19 12.68 4.76 7.65 N.A

Tata Equity Savings Fund Apr 97 13.97 31.55 3.05 5.10 7.48

Focused Fund

ABSL Focused Equity Fund Oct 05 15.91 58.41 5.24 10.13 18.79

Axis Focused 25 Fund Jun 12 20.36 29.21 21.81 17.17 20.55 BNP Paribas Focused 25 Equity Fund Sep 17 9.87 9.87 N.A N.A N.A

DSP BlackRock Focus Fund Jun 10 14.33 23.40 6.83 9.44 18.50

Franklin India Focused Equity Fund Jul 07 25.07 38.92 3.86 9.20 22.86

HDFC Focused 30 Fund Sep 04 18.53 77.24 -0.37 8.57 19.31

ICICI Prudential Focused Equity Fund May 08 16.89 30.13 8.03 9.82 15.64

IDFC Focused Equity Fund May 06 25.02 39.82 10.01 13.29 16.00

Reliance Focused Equity Fund Dec 06 21.99 47.38 4.46 11.46 26.35

SBI Focused Equity Fund Oct 04 24.86 135.92 15.85 14.79 21.39

Sundaram Select Focus Fund Jul 02 13.87 177.14 12.99 11.36 15.66

Large & Mid Cap Fund

ABSL Equity Advantage Fund Feb 95 105.53 431.55 4.12 13.14 23.83

Canara Robeco Emerging Equities Fund May 05 47.75 95.50 9.56 15.55 32.59

DSP BlackRock Equity Opportunities Fund May 00 27.97 218.03 5.38 12.93 20.25

Edelweiss Large & Mid Cap Fund Jun 07 17.83 31.69 13.29 11.41 18.00

Franklin India Equity Advantage Fund Mar 05 16.80 80.15 5.25 8.37 19.59

HDFC Growth Opportunities Fund Feb 94 21.21 112.05 4.34 7.38 11.50

ICICI Prudential Large & Mid Cap Fund Jul 98 17.19 315.96 2.42 10.71 16.52

IDFC Classic Equity Fund Aug 05 15.92 45.78 7.23 12.69 16.55

Kotak Equity Opportunities Fund Sep 04 26.26 117.54 5.52 11.87 19.54

L&T Large and Mid cap Fund May 06 28.57 48.51 3.91 10.34 19.00

Reliance Vision Fund Oct 95 40.51 524.65 -5.06 5.91 17.52

SBI Large & Mid Fund Feb 93 96.03 212.59 6.89 10.03 20.61

Sundaram Large & Midcap Fund Feb 07 19.16 33.98 12.69 13.54 21.10

Tata Large & Mid Cap Fund Mar 93 30.98 192.93 3.00 8.52 17.22

UTI Core Equity Fund Feb 93 33.36 62.90 4.19 8.16 15.27

CATEGORISATION SCHEMES Launch

Large Cap Fund Date Dividend Growth 1 Year 3 Years 5 Years

ABSL Frontline Equity Fund Aug 02 28.13 223.57 6.28 10.70 18.18

Axis Bluechip Fund Jan 10 16.72 28.53 22.18 13.36 17.61

BNP Paribas Large Cap Fund Sep 04 16.83 86.60 6.08 7.54 16.76

Canara Robeco Blue Chip Equity Fund Aug 10 17.66 24.47 13.29 11.01 15.51

DSP BlackRock Top 100 Equity Fund Mar 03 22.42 209.92 7.47 9.31 14.80

Edelweiss Large Cap Fund May 09 20.94 36.02 15.67 11.01 16.98

Franklin India Bluechip Fund Dec 93 40.87 459.72 3.41 8.48 15.42

HDFC Top 100 Fund Sep 96 50.80 459.55 4.77 10.55 17.42

ICICI Prudential Bluechip Fund May 08 22.87 41.30 9.72 11.92 17.77

IDFC Large Cap Fund Jun 06 21.46 32.93 10.82 10.96 13.68

Kotak Bluechip Fund Dec 98 34.90 232.38 9.23 9.79 16.77

Invesco India Dynamic Equity Fund Oct 07 19.49 29.29 8.04 9.60 15.86

Invesco Inda Growth Opportunities Fund Aug 07 16.83 33.98 13.65 12.36 20.20

L&T India Large Cap Fund Oct 07 18.02 26.92 8.53 8.43 16.09

Mirae Asset India Equity Fund Apr 08 18.90 48.60 9.38 13.72 22.14

Motilal Oswal Focused 25 Fund Mar 13 16.77 22.42 9.81 10.56 18.50

Reliance Large Cap Fund Aug 07 16.03 33.19 8.45 10.81 20.55

SBI Bluechip Fund Feb 06 22.21 39.05 7.24 10.64 19.25

SBI Magnum Equity ESG Fund Jan 91 31.66 101.23 9.80 10.49 16.81

Tata Large Cap Fund May 98 46.65 213.90 5.67 8.56 14.79

UTI Mastershare Oct 86 35.07 121.22 11.29 9.85 16.41

Mid Cap Fund

ABSL Midcap Fund Oct 08 35.71 305.93 1.33 11.19 24.38

Axis MidCap Fund Feb 11 25.29 35.70 17.82 9.91 24.46

BNP Paribas Midcap Fund May 06 30.22 32.14 -2.67 7.68 22.93

DSP BlackRock Midcap Fund Nov 06 23.32 55.38 5.39 13.66 27.59

Edelweiss Mid Cap Fund Dec 07 22.61 27.99 10.16 12.20 27.45

Franklin India Prima Fund Dec 93 61.18 965.84 5.94 12.78 25.67

HDFC Mid-cap Opportunities Fund Jun 07 31.94 57.00 6.17 14.57 27.42

ICICI Prudential Midcap Fund Oct 04 24.35 97.04 5.39 10.14 28.17

Kotak Emerging Equity Scheme Mar 07 23.84 38.85 4.68 13.50 28.40

L&T Midcap Fund Aug 04 48.40 139.72 4.48 16.19 29.82

Mirae Asset Emerging Bluechip Fund Jul 10 29.78 49.62 5.14 17.01 31.76

Motilal Oswal Midcap 30 Fund Feb 14 21.05 26.49 3.96 8.27 N.A

Reliance Growth Fund Oct 95 63.70 1099.25 2.97 9.72 21.14

SBI Magnum Midcap Fund Mar 05 30.32 74.21 -4.51 6.84 24.87

Sundaram Mid Cap Fund Jul 02 36.84 491.86 1.97 11.82 26.42

Tata Mid Cap Growth Fund Jul 94 39.93 132.35 0.35 8.29 24.95

UTI Mid Cap Fund Apr 04 53.36 106.67 5.70 9.57 27.31

Multi Cap Fund

ABSL Equity Fund Aug 98 105.12 714.36 4.39 13.34 23.18

Axis Multicap Fund Nov 17 11.41 11.41 N.A N.A N.A

BNP Paribas Multi Cap Fund Sep 05 15.83 46.33 1.00 8.65 18.62

Canara Robeco Equity Diversified Fund Sep 03 38.17 131.12 13.33 10.19 16.52

DSP BlackRock Equity Fund Apr 97 38.64 48.92 8.52 11.20 19.38

Edelweiss Multi-Cap Fund Jan 15 13.62 14.69 14.81 13.08 N.A

Franklin India Prima Plus Sep 94 38.86 589.32 4.62 9.47 19.78

HDFC Equity Jan 95 52.78 625.11 4.30 10.09 19.04

HSBC Multi Cap Equity Fund Feb 04 26.26 89.66 6.16 11.28 20.65

ICICI Prudential Multicap Fund Oct 94 23.51 287.59 10.26 12.07 20.12

Invesco India Multicap Fund Mar 08 44.74 49.34 8.87 10.79 25.07

Kotak Standard Multicap Fund Sep 09 24.67 34.60 9.52 14.01 22.32

Motilal Oswal Multicap 35 Fund Apr 14 25.08 27.27 8.78 14.66 N.A

L&T Equity Fund May 05 33.54 84.10 9.48 10.28 18.20

Reliance Multi Cap Fund Mar 05 28.76 91.23 5.23 6.77 18.69

SBI Magnum Multicap Fund Sep 05 21.50 48.03 9.16 13.09 22.32

Retirement Fund

HDFC Retirement Fund Saving Equity Feb 16 N.A 16.81 5.28 N.A N.A

Franklin India Pension Plan Mar 97 17.94 122.28 2.56 7.28 12.36

Reliance Retirement Fund - Wealth Creation Feb 15 13.64 13.64 7.43 10.26 N.A

Tata Retirement Savings Fund - Moderate Plan Nov 11 N.A 30.59 11.73 14.14 21.24

Tata Retirement Savings Fund - Progressiv Plan Nov 11 N.A 30.05 13.91 16.77 21.11

Tata Retirement Savings Fund - Conservative Plan Nov 11 N.A 19.30 4.42 8.84 11.06

Small Cap Fund

ABSL Small Cap Fund May 07 24.53 38.54 0.90 15.20 27.65

Axis Small Cap Fund Nov 13 22.21 27.00 4.67 10.16 N.A

DSP BlackRock Small Cap Fund Jun 07 35.32 58.17 -5.39 11.26 32.65

Franklin India Smaller Companies Fund Jan 06 28.08 57.37 3.93 13.19 29.68

HDFC Small Cap Fund Apr 08 26.44 44.82 17.76 18.73 24.82

HSBC Small Cap Equity Fund May 05 21.35 53.89 0.04 9.00 29.94

ICICI Prudential Smallcap Fund Oct 07 16.22 25.81 -2.22 7.16 17.42

Kotak Smallcap Fund Feb 05 38.40 74.37 0.51 11.03 25.87

L&T Emerging Businesses Fund May 14 22.39 26.53 7.99 20.51 N.A

Reliance Small Cap Fund Sep 10 30.11 42.20 8.19 17.65 36.50

SBI Small Cap Fund Sep 09 31.29 52.96 14.46 17.77 34.44

Sundaram Small Cap Fund Feb 05 20.11 90.18 -8.21 6.94 28.52

Value Fund

ABSL Pure Value Fund May 08 26.13 57.31 4.13 12.81 29.19

HDFC Capital Builder Value Fund Feb 94 29.23 300.79 13.12 13.57 22.03

ICICI Prudential Value Discovery Fund Aug 04 30.45 147.07 7.19 7.75 24.40

IDFC Sterling Value Fund Mar 08 21.28 54.39 7.34 13.64 23.63

L&T India Value Fund Jan 10 25.82 36.75 3.64 12.68 26.61

Reliance Value Fund Jun 05 24.34 73.24 8.55 9.20 20.83

Tata Equity P/E Fund Jun 04 59.53 141.29 9.46 16.10 27.38

UTI Value Opportunities Fund Jul 05 19.26 62.11 12.77 8.79 14.81

NAV Returns (%) NAV Returns (%)

Mutual Fund investment are subject to market risks, read all scheme related documents carefully.

Vijay Investment News August 2018 (4)

Editor : V. Vijayarangan

Published by : V. Vijayarangan on behalf of Vijay Financial Consultants Pvt. Ltd.at Ackruti Sankul Shop No. 118/119 , Sadashiv Peth, Opp. Janata Sahakari Bank Ltd. Tilak Road , Pune - 411 030 and Printed at Good Prints, Adnya Heights, 517, Gurwar Peth, Pune - 411 042

Disclaimer : All possible efforts have been made to present factually correct data. However,the publication is not responsible,if despite this,errors may have crept in inadvertently or through oversight. This Newspaper have been prepared by Vijay Financial Consultants Pvt. Ltd. and is meant for use by the recipient and not for circulation.It shouldbe not considered to be taken as an offer to sell, or a solicitation to buy any security. All invesments are subject to the financial and other details provided by the Company or Government Body or PostOffice or AMC or Insurance Companies etc.,to be fully understood and read by the investor before investing and we as publisher shall not be held responsible in any manner whatsoever. Insurance is the subject matter of the solicitation.

To,Pune Branches

Head Office : Ackruti Sankul, Shop No. 118 / 119, Sadashiv Peth,

Next to Bank of Maharashtra, Tilak Road Pune - 411030.

Tel.: 24320168, 8087030279, M.No. 9923629176

Camp Branch : Shop No. 3, 1st Floor, Kumar Pavellion, East Street,

Opp Bank of India, Camp, Pune - 411001

Tel.: 8983032691, 8087035403 M.No: 9373325837, 9881073696

Aundh Branch : Gururaj Apartments, Near SBI Bank, off ITI Road, Behind Jaihind Showroom,

Aundh Pune - 411 007. Tel.: 8983032690 M.No: 9373341149,

M.No: 9923230226

Our BranchesOur Branches

Amount Cost of Current XIRR

Per Month Investment Value (%)

ABSL Frontline Equity Fund 3000 1,80,000 2,49,547 13.46%

Axis Bluechip Fund 3000 1,80,000 2,67,954 16.44%

BNP Paribas Large Cap Fund 3000 1,80,000 2,43,030 12.36%

Canara Robeco Blue Chip Equity Fund 3000 1,80,000 2,50,287 13.58%

DSP BlackRock Top 100 Equity Fund 3000 1,80,000 2,39,130 11.68%

Franklin India Bluechip Fund 3000 1,80,000 2,39,707 11.78%

HDFC Top 100 Fund 3000 1,80,000 2,41,585 12.11%

ICICI Prudential Bluechip Fund 3000 1,80,000 2,53,127 14.06%

IDFC Large Cap Fund 3000 1,80,000 2,41,134 12.03%

Kotak Bluechip Fund 3000 1,80,000 2,46,339 12.92%

L&T India Large Cap Fund 3000 1,80,000 2,42,868 12.33%

Mirae Asset India Equity Fund 3000 1,80,000 2,73,446 17.29%

Motilal Oswal Focused 25 Fund 3000 1,80,000 2,60,028 15.18%

Reliance Large Cap Fund 3000 1,80,000 2,57,365 14.75%

SBI Bluechip Fund 3000 1,80,000 2,55,289 14.41%

Tata Large Cap Fund 3000 1,80,000 2,37,237 11.35%

UTI Mastershare Unit Scheme 3000 1,80,000 2,48,391 13.27%

Mid Cap FundABSL Midcap Fund 3000 1,80,000 2,73,572 17.31%

Axis MidCap Fund 3000 1,80,000 2,81,746 18.56%

BNP Paribas Midcap Fund 3000 1,80,000 2,57,023 14.69%

DSP BlackRock Midcap Fund 3000 1,80,000 2,88,021 19.49%

Edelweiss Mid Cap Fund 3000 1,80,000 2,92,142 20.09%

Franklin India Prima Fund 3000 1,80,000 2,81,810 18.56%

HDFC Midcap Opportunities Fund 3000 1,80,000 2,92,003 20.07%

ICICI Prudential Midcap Fund 3000 1,80,000 2,77,041 17.84%

Kotak Emerging Equity Scheme 3000 1,80,000 2,95,385 20.56%

L&T Mid Cap Fund 3000 1,80,000 3,12,265 22.92%

Mirae Asset Emerging Bluechip Fund 3000 1,80,000 3,14,785 23.26%

Motilal Oswal Midcap 30 Fund 3000 1,53,000(51Mth) 2,10,655 13.01%

Reliance Growth Fund 3000 1,80,000 2,59,200 15.05%

SBI Magnum Midcap Fund 3000 1,80,000 2,52,734 13.99%

Sundaram Mid Cap Fund 3000 1,80,000 2,86,033 19.19%

Tata Mid Cap Growth Fund 3000 1,80,000 2,62,003 15.50%

UTI Mid Cap Fund 3000 1,80,000 2,72,371 17.13%

Multi Cap Fund ABSL Equity Fund 3000 1,80,000 2,72,768 17.19%

BNP Paribas Multi Cap Fund 3000 1,80,000 2,51,037 13.71%

Canara Robeco Equity Diversified Fund 3000 1,80,000 2,52,204 13.90%

DSP BlackRock Equity Fund 3000 1,80,000 2,58,801 14.98%

Edelweiss Multi-Cap Fund 3000 1,17,000(39Mth) 1,58,916 15.90%

Franklin India Equity Fund 3000 1,80,000 2,55,948 14.52%

ICICI Prudential Multicap Fund 3000 1,80,000 2,57,765 14.81%

Kotak Standard Multicap Fund 3000 1,80,000 2,74,344 17.43%

Motilal Oswal Multicap 35 Fund 3000 1,47,000(49Mth) 2,20,166 17.95%

L&T Equity Fund 3000 1,80,000 2,57,254 14.73%

Reliance Multi Cap Fund 3000 1,80,000 2,37,272 11.36%

SBI Magnum Multicap Fund 3000 1,80,000 2,71,527 17.00%

Equity Linked Savings Schemes (ELSS)

ABSL Tax Relief '96 Fund 3000 1,80,000 2,82,359 18.65%

Axis Long Term Equity Fund 3000 1,80,000 2,86,819 19.31%

BNP Paribas Long Term Equity Fund 3000 1,80,000 2,42,871 12.33%

Canara Robeco Equity Tax Saver 3000 1,80,000 2,49,624 13.47%

DSP BlackRock Tax Saver Fund 3000 1,80,000 2,61,649 15.44%

Edelweiss Long Term Equity Fund 3000 1,80,000 2,46,165 12.89%

Franklin India Taxshield 3000 1,80,000 2,55,739 14.48%

HDFC Tax Saver 3000 1,80,000 2,40,865 11.98%

HDFC Long Term Advantage Fund 3000 1,80,000 2,57,683 14.80%

HSBC Tax Saver Equity Fund 3000 1,80,000 2,51,397 13.77%

ICICI Prudential Long Term Equity Fund 3000 1,80,000 2,53,118 14.05%

IDFC Tax Advantage (ELSS) Fund 3000 1,80,000 2,74,988 17.53%

Kotak Tax Saver 3000 1,80,000 2,55,847 14.50%

L&T Tax Advantage Fund 3000 1,80,000 2,71,738 17.03%

Mirae Asset Tax Saver 3000 87,000 (29Mth) 1,17,511 19.77%

Motilal Oswal Long Term Equity Fund 3000 1,20,000(40Mth) 1,71,551 18.78%

Reliance Tax Saver (ELSS) Fund 3000 1,80,000 2,38,074 11.50%

SBI Magnum Taxgain Scheme 3000 1,80,000 2,33,139 10.63%

Tata India Tax Savings Fund 3000 1,29,000(43Mth) 1,70,857 13.18%

UTI Long Term Equity Fund 3000 1,80,000 2,42,492 12.26%

Small Cap Fund ABSL Small Cap Fund 3000 1,80,000 2,97,323 20.83%

Franklin India Smaller Companies Fund 3000 1,80,000 2,93,388 20.27%

ICICI Prudential Smallcap Fund 3000 1,80,000 2,35,026 10.96%

Kotak Small Cap Fund 3000 1,80,000 2,77,688 17.94%

L&T Emerging Businesses Fund 3000 1,80,000 2,39,344 22.21%

Reliance Small Cap Fund 3000 1,80,000 3,34,795 25.91%

SBI Small Cap Fund 3000 1,80,000 3,39,917 26.56%

SYSTEMATIC INVESTMENT PLAN (SIP)5 YEARS PERFORMANCE as on 30.07.2018

Amount Cost of Current XIRR

Per Month Investment Value (%)

ABSL Frontline Equity Fund 3000 3,60,000 7,86,386 15.16%

Axis Bluechip Fund 3000 3,12,000(103Mth) 6,07,465 15.14%

BNP Paribas Large Cap Fund 3000 3,60,000 7,43,858 14.11%

Canara Robeco Blue Chip Equity Fund 3000 2,91,000(97Mth) 4,99,111 13.26%

DSP BlackRock Top 100 Equity Fund 3000 3,60,000 6,70,382 12.14%

Franklin India Bluechip Fund 3000 3,60,000 7,02,585 13.03%

HDFC Top 100 Fund 3000 3,60,000 7,16,249 13.39%

ICICI Prudential Bluechip Fund 3000 3,60,000 9,37,519 18.47%

IDFC Large Cap Fund 3000 3,60,000 6,58,008 11.78%

Kotak Bluechip Fund 3000 3,60,000 7,03,529 13.05%

L&T India Large Cap Fund 3000 3,60,000 7,23,431 13.58%

Mirae Asset India Equity Fund 3000 3,60,000 9,40,175 18.52%

Motilal Oswal Focused 25 Fund 3000 1,89,000 (63Mth) 2,80,309 15.44%

Reliance Large Cap Fund 3000 3,60,000 7,81,232 15.04%

SBI Bluechip Fund 3000 3,60,000 7,97,889 15.43%

Tata Large Cap Fund 3000 3,60,000 6,90,191 12.69%

UTI Mastershare Unit Scheme 3000 3,60,000 7,15,421 13.37%

Mid Cap Fund

ABSL Midcap Fund 3000 3,60,000 8,96,528 17.63%

Axis MidCap Fund 3000 2,67,000(89Mth) 5,62,984 20.07%

BNP Paribas Midcap Fund 3000 3,60,000 9,74,163 19.19%

DSP BlackRock Midcap Fund 3000 3,60,000 10,22,476 20.10%

Edelweiss Mid Cap Fund 3000 3,60,000 10,87,023 21.24%

Franklin India Prima Fund 3000 3,60,000 10,56,021 20.70%

HDFC Midcap Opportunities Fund 3000 3,60,000 11,32,246 22.01%

ICICI Prudential Midcap Fund 3000 3,60,000 9,37,519 18.47%

Kotak Emerging Equity Scheme 3000 3,60,000 10,04,624 19.77%

L&T Mid Cap Fund 3000 3,60,000 11,15,328 21.73%

Mirae Asset Emerging Bluechip Fund 3000 2,94,000(98Mth) 8,00,184 24.17%

Reliance Growth Fund 3000 3,60,000 7,77,951 14.96%

SBI Magnum Midcap Fund 3000 3,60,000 8,19,458 15.94%

Sundaram Mid Cap Fund 3000 3,60,000 10,35,220 20.33%

Tata Mid Cap Growth Fund 3000 3,60,000 9,10,039 17.91%

UTI Mid Cap Fund 3000 3,60,000 10,27,844 20.20%

Multi Cap Fund

ABSL Equity Fund 3000 3,60,000 8,57,615 16.79%

BNP Paribas Multi Cap Fund 3000 3,60,000 8,16,101 15.86%

Canara Robeco Equity Diversified Fund 3000 3,60,000 7,62,956 14.59%

DSP BlackRock Equity Fund 3000 3,60,000 6,70,382 12.14%

Franklin India Equity Fund 3000 3,60,000 8,21,254 15.98%

ICICI Prudential Multicap Fund 3000 3,60,000 7,96,109 15.39%

Kotak Standard Multicap Fund 3000 3,24,000(108Mth) 6,99,223 16.74%

L&T Equity Fund 3000 3,60,000 7,85,242 15.13%

Reliance Multi Cap Fund 3000 3,60,000 8,16,000 15.86%

SBI Magnum Multicap Fund 3000 3,60,000 8,19,458 15.94%

10 YEARS PERFORMANCE as on 30.07.2018

Mutual Fund investment are subject to market risks, read all scheme related documents carefully.

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