Professional Documents
Culture Documents
Cagr Returns
Scheme Name
1 Yr 3 Yr 5 Yr 10 Yr
Edelweiss Large Cap Fund - Gr 26.27 23.43 12.55 14.23
Tata Large Cap Fund - Gr 23.5 24.45 12.35 13.22
Invesco India Largecap Fund - Gr 23.67 22.14 11.94 13.88
Hsbc Large Cap Fund - Gr 23.62 21.08 11.41 13.16
Dsp Top 100 Equity Fund Gr 25.47 20.12 10.08 11.95
Kotak Bluechip Fund - Gr 21.73 23.26 13.28 14.2
Aditya Birla Sun Life Frontline Equity Fund - Gr 23.4 24.27 12.07 14.56
Uti Master Share - Gr 19.57 22.4 12.21 13.89
Nippon India Large Cap Fund - Gr 31.84 30.34 14.37 16.49
Franklin India Bluechip Fund Gr 18.33 22.26 10.66 12.58
Multi Cap
Cagr Returns
Scheme Name
1 Yr 3 Yr 5 Yr 10 Yr
Baroda Bnp Paribas Multi Cap Fund - Gr Plan 25.90 29.22 14.64 14.78
Invesco India Multicap Fund - Gr 25.48 25.97 12.41 17.94
Sbi Multi Cap Fund - Gr 20.29 N.A. N.A. N.A.
Nippon India Multi Cap Fund - Gr 37.59 37.80 16.82 16.84
Axis Multicap Fund - Regular Gr 27.20 N.A. N.A. N.A.
Aditya Birla Sun Life Multi-Cap Fund - Gr 23.15 N.A. N.A. N.A.
Hdfc Multi Cap Fund - Gr 36.47 N.A. N.A. N.A.
Flexi Cap Fund
Cagr Returns
Scheme Name
1 Yr 3 Yr 5 Yr 10 Yr
Invesco India Flexi Cap Fund - Gr 26.17 N.A. N.A. N.A.
Edelweiss Flexi Cap Fund - Gr 25.44 26.22 12.83 N.A.
Tata Flexi Cap Fund - Gr 19.22 19.36 N.A. N.A.
Nippon India Flexi Cap Fund - Gr 21.42 N.A. N.A. N.A.
Aditya Birla Sun Life Flexi Cap Fund - Gr 22.97 24.07 11.94 17.07
Hsbc Flexi Cap Fund - Gr 25.45 23.69 10.80 14.98
Dsp Flexi Cap Fund - Reg. Plan - Gr 28.17 23.23 14.28 16.21
Franklin India Flexi Cap Fund - Gr 25.29 28.43 13.45 16.17
Midcap Fund
Cagr Returns
Scheme Name
1 Yr 3 Yr 5 Yr 10 Yr
Tata Mid Cap Growth Fund - Gr 28.29 29.32 16.89 20.03
Aditya Birla Sun Life Midcap Fund - Gr 21.51 29.65 11.31 16.78
Edelweiss Mid Cap Fund - Regular Gr 30.54 34.48 16.61 21.37
Invesco India Midcap Fund - Gr 30.90 28.80 16.58 20.16
Motilal Oswal Midcap Fund - Gr 37.88 38.80 18.22 N.A.
Uti Mid Cap Fund - Gr 27.04 31.33 15.12 20.72
Hsbc Midcap Fund - Gr 23.02 24.23 11.01 19.69
Nippon India Growth Fund - Gr 33.24 35.35 18.36 19.06
Franklin India Prima Fund Gr 32.47 27.23 12.75 18.48
Focused Fund
Scheme Name Cagr Returns
Scheme Name 1 Yr 3 Yr 5 Yr 10 Yr
Tata Focused Equity Fund - Gr 22.44 25.52 N.A. N.A.
Kotak Focused Equity Fund - Gr 20.75 23.22 N.A. N.A.
Hsbc Focused Fund - Gr 24.90 N.A. N.A. N.A.
Dsp Focus Fund - Gr 23.78 18.94 10.29 13.71
Invesco India Focused 20 Equity Fund - Gr 17.94 N.A. N.A. N.A.
Motilal Oswal Focused Fund - Gr 22.39 18.32 10.86 14.18
Aditya Birla Sun Life Focused Equity Fund - Gr 19.89 21.85 11.89 14.82
Uti Focused Equity Fund - Gr 25.42 N.A. N.A. N.A.
Nippon India Focused Equity Fund - Gr 19.48 28.87 13.67 19.25
Franklin India Focused Equity Fund - Gr 27.32 28.99 15.43 18.63
Small Cap Fund
Scheme Name Cagr Returns
Scheme Name 1 Yr 3 Yr 5 Yr 10 Yr
Aditya Birla Sun Life Small Cap Fund - Gr 28.93 34.25 9.26 17.35
Edelweiss Small Cap Fund - Gr 32.19 41.29 N.A. N.A.
Invesco India Smallcap Fund - Gr 32.88 35.77 N.A. N.A.
Tata Small Cap Fund - Gr 37.60 41.63 N.A. N.A.
Uti Small Cap Fund - Gr 26.45 N.A. N.A. N.A.
Kotak Smallcap Fund - Gr 24.91 42.30 20.09 21.80
Franklin India Smaller Companies Fund - Gr 41.05 41.89 14.67 21.37
Hsbc Small Cap Fund - Gr 33.88 43.57 16.40 N.A.
ELSS
Scheme Name Cagr Returns
Scheme Name 1 Yr 3 Yr 5 Yr 10 Yr
Edelweiss Long Term Equity Fund (Tax Savings) - Gr 23.87 23.97 11.49 13.88
Nj Elss Tax Saving Fund
Kotak Tax Saver - Gr 26.08 26.00 15.28 16.44
Invesco India Tax Plan - Gr 23.48 21.53 11.57 16.16
Motilal Oswal Long Term Equity Fund - Gr 34.18 25.32 11.80 N.A.
Hsbc Elss Fund - Gr 28.62 23.18 10.21 14.70
Tata India Tax Savings Fund Regular Plan - Gr 23.33 24.85 13.26 N.A.
Nippon India Tax Saver Fund - Gr 24.14 28.01 9.73 14.75
Franklin India Taxshield Gr 25.91 27.83 12.11 15.41
Aditya Birla Sun Life Tax Relief 96 Fund - Gr 16.59 13.41 6.65 14.32