MUTUAL FUND

SCHEME TO
INVEST IN 2021
BY VIDYA RANI
 MUTUAL FUND ?

• A mutual fund is a type of

financial vehicle made up of
a pool of money collected
from many investors to
invest in securities like
stocks, bonds, money market
instruments, and other assets.
WHY MUTUAL FUND?
 TOP 5 MUTUAL FUND SCHEME

Axis Bluechip Fund

Mirae Asset Large Cap Fund

Parag Parikh Long Term Equity Fund

Kotak Standard Multicap Fund

SBI Small Cap Fund

h
 Axis Bluechip Fund-Growth
ADD TO PORTFOLIO
GrowthIDCW
NAV as on 29 Jun 202141.8900-0.14
(-0.33%)
 RETURN

Period Trailing returns Category average Rank within category

1 month 2.37% 1.93% 16 / 54

3 months 7.5% 8.65% 30 / 52

6 months 10% 15.48% 49 / 49

1 year 47.75% 53.79% 45 / 46

3 years 17.06% 14.64% 3 / 38

5 years 17.91% 14.63% 2 / 34

MIRAE ASSET LARGE CAP FUND
 RETURN
Period ₹10000 Absolute Annualised Rank within
Latest Value Category Avg
Invested for Invested on Returns Returns Category

1 Week 22-Jun-21 10075.50 0.75% - 0.26% 1/35

1 Month 28-May-21 10407.70 4.08% - 2.75% 1/35

3 Month 26-Mar-21 11033.00 10.33% - 9.60% 10/35

6 Month 29-Dec-20 11585.30 15.85% - 14.37% 8/35

YTD 01-Jan-21 11510.10 15.10% - 13.91% 8/35

1 Year 29-Jun-20 15395.10 53.95% 53.95% 51.01% 11/32

2 Year 28-Jun-19 13675.00 36.75% 16.89% 16.01% 11/32

3 Year 29-Jun-18 15332.50 53.33% 15.30% 13.36% 4/31

5 Year 29-Jun-16 21248.70 112.49% 16.26% 13.40% 3/30

10 Year 29-Jun-11 42639.80 326.40% 15.59% 12.09% 1/27

Since
04-Apr-08 71281.00 612.81% 15.99% 15.57% 15/35
Inception
PARAG PARIKH LONG TERM
EQUITY FUND
 RETURN

Period Invested ₹10000 Invested Annualised Rank within

Latest Value Absolute Returns Category Avg
for on Returns Category

1 Week 22-Jun-21 10183.20 1.83% - 0.70% 1/25

1 Month 28-May-21 10356.90 3.57% - 3.77% 13/25

3 Month 26-Mar-21 11466.00 14.66% - 11.92% 3/25

6 Month 29-Dec-20 12208.80 22.09% - 18.37% 5/25

YTD 01-Jan-21 12185.40 21.85% - 17.85% 5/25

1 Year 29-Jun-20 16230.90 62.31% 62.31% 58.02% 10/25

2 Year 28-Jun-19 17338.20 73.38% 31.58% 19.72% 2/24

3 Year 29-Jun-18 18464.10 84.64% 22.66% 15.52% 2/21

5 Year 29-Jun-16 25952.10 159.52% 21.00% 15.53% 1/20

Since Inception 24-May-13 45217.40 352.17% 20.47% 18.08% 2/25

 KOTAK STANDARD MULTICAP FUND

• .

.
 RETURN
Period Invested ₹10000 Invested Absolute Annualised Rank within
Latest Value Category Avg
for on Returns Returns Category

1 Week 22-Jun-21 10082.60 0.83% - 0.67% 8/25

1 Month 28-May-21 10299.00 2.99% - 3.67% 20/25

3 Month 26-Mar-21 10988.10 9.88% - 11.60% 21/25

6 Month 29-Dec-20 11690.40 16.90% - 17.72% 15/25

YTD 01-Jan-21 11582.30 15.82% - 17.21% 15/25

1 Year 29-Jun-20 15086.10 50.86% 50.86% 56.27% 17/25

2 Year 28-Jun-19 13382.80 33.83% 15.64% 18.43% 16/24

3 Year 29-Jun-18 14825.20 48.25% 14.01% 14.41% 12/21

5 Year 29-Jun-16 20046.60 100.47% 14.91% 14.47% 9/20

10 Year 29-Jun-11 41735.70 317.36% 15.35% 13.11% 2/15

Since Inception 11-Sep-09 48597.00 385.97% 14.33% 17.38% 15/25

SBI SMALL CAP FUND
 RETURN
Period Invested ₹10000 Absolute Annualised Rank within
Latest Value Category Avg
for Invested on Returns Returns Category

1 Week 22-Jun-21 10112.40 1.12% - 1.37% 3/3

1 Month 28-May-21 10324.60 3.25% - 4.19% 3/3

3 Month 26-Mar-21 11718.50 17.18% - 19.27% 3/3

6 Month 29-Dec-20 12824.80 28.25% - 31.52% 3/3

YTD 01-Jan-21 12659.70 26.60% - 30.61% 3/3

1 Year 29-Jun-20 18782.40 87.82% 87.82% 93.05% 3/3

2 Year 28-Jun-19 17779.60 77.80% 33.24% 31.61% 2/3

3 Year 29-Jun-18 17940.10 79.40% 21.49% 19.45% 2/3

5 Year 29-Jun-16 27042.50 170.43% 22.00% 19.48% 2/3

10 Year 29-Jun-11 79275.50 692.75% 22.98% 19.62% 1/2

Since Inception 09-Sep-09 91404.60 814.05% 20.60% 20.72% 2/3