Risk Ratio Tier of Company

Low - Moderate Risk - Large Cap / Multi

Good returns Cap

Moderate risk - Good Large and Mid

returns Cap

High Risk - High Mid Cap

Returns

Low risk - Moderate to ELSS

Good returns

High Risk - High Small Cap

Returns
 Mutual Fund 5 year Return 3 year Return

Invesco India Contra Fund - Direct Plan 28.73 19.94

Axis Bluechip Fund - Direct Plan 17.23 14.53
Axis Focused 25 Fund - Direct Plan 21.64 19.62
Mirae Asset India Equity Fund - Direct Plan 23.54 17.33
JM Core 11 Fund - Direct Plan - Growth 23.86 19.15

Invesco India Growth Opportunities Fund - Direct Plan 22.2 17.2

Canara Robeco Emerging Equities Fund - Direct Plan 34.39 19.41
Mirae Asset Emerging Bluechip Fund - Direct Plan 33.77 20.64

L&T Midcap Fund - Direct Plan 31.1 18.34

Invesco India Mid Cap Fund - Direct Plan 29.23 16.19
Kotak Emerging Equity Scheme - Direct Plan 31.22 16.51

Axis Long Term Equity Fund - Direct Plan 26.14 15.12

Motilal Oswal Long Term Equity Fund - Direct Plan - 19.84
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan 21.82 14.89
Aditya Birla Sun Life Tax Relief 96 - Direct Plan 25.17 17.25

HDFC Small Cap Fund - Direct Plan 25.85 23.32

Reliance Small Cap Fund - Direct Plan 38.43 23.09
SBI Small Cap Fund - Direct Plan 36.44 22.83
1 year Return Recommend
ation
16.44 1
12.97 2
14.17 3
8.73 4
-1.04 5

12.97 1
6.51 2
4.72 3

1.45 1
10.24 2
3.02 3

13.21 1
2.51 2
16.3 3
14.36 4

19.17 1
10.03 2
13.94 3
 Invests in

Value oriented fund focuses on multi cap

Good momentum this year, overall has been performing well in bad market conditions
Excellent Multi Cap Fund with consistent returns
Value oriented fund focuses on multi cap
Tried and Test - Long run Bull - negative for past 1 year

Mid caps have been slower this year, need atleast 2 to 3 years to recover, invest and stay patient
Mid caps have been slower this year, need atleast 2 to 3 years to recover, invest and stay patient
Mid caps have been slower this year, need atleast 2 to 3 years to recover, invest and stay patient

Excellent Mid-Cap, Initially a few loss years could be seen but will run eventually good
Excellent Mid-Cap, Initially a few loss years could be seen but will run eventually good
Excellent Mid-Cap, Initially a few loss years could be seen but will run eventually good

3 years lock in - results in good equity

3 years lock in - results in good equity
3 years lock in - results in good equity
3 years lock in - results in good equity

Small Caps have a slow progress, invests in Small potential Companies with good upward equity
Small Caps have a slow progress, invests in Small potential Companies with good upward equity
Small Caps have a slow progress, invests in Small potential Companies with good upward equity
 Stakes with

Major stake in Financial / Tech/FMCG/Auto/Energy

Major Stake in Technology / Financial / FMCG
Major Stake in Technology / Financial / FMCG
Major stake in Financial / Tech/FMCG/Auto/Energy
Major Stake in construction/Durables/Financial

Major Stake in Technology / Financial / FMCG

Major stake in FMCG/Energy/Auto/Financial
Major Stake in Financial / Engineering / Energy and metals

Across Mid tier companies

Across Mid tier companies
Across Mid tier companies

Across tier companies

Across tier companies
Across tier companies
Across tier companies

Small potential upwards companies

Small potential upwards companies
Small potential upwards companies