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Funds| Independentandmostdetailedcoverageofmutualfundschemes
Analysis&Commentary PowerfulTools
Scaleofreturns FundPerformance
'Thoughequityanddebtmarketsmaycontinuetoperform
well,thescaleofreturnsmaybelowerinthecomingyear,'
saysBhanuKatoch,CEO,JMFinancialMutualFund... Top10
Thechallengewithearnings Openended
'Fromaninvestmentperspective,thebiggestchallengeis
thatcorporateearningshavenotkeptpacewiththe AllEquity
market'srise,'saysSaurabhNanavati,CEO,InvescoMutual
1Year
Fund...
Easeofoperation
'Wehaveempanelledallkeyonlineplatformstoenableeasy
accessforclients,'saysAkshayGupta,CEO,Indiabulls FamilyScan
MutualFund...
Findingvalue CategoryCompare
'Generatingalphaforinvestorsisnotaneasytaskforthe
next912months.Neverthelesswecontinuetofindcertain
valuepockets,'saysPrashastaSeth,CEO,IIFLMutual
SectorTracker
Fund...
WhoOwnsWhat?
Fromtheheadquarters
Readwhattheheadsoffundhouseshavetosayaboutthe
industry,theirgrowthplans,roleoftechnologyandthe RedeemedFunds
performanceofvariousassetclasses...
Thinkingoutofthebox FundCompare
'Our'DilKeAmeer'campaignwasthefirststeptowards
blendingconsumerneed,rightadviceandplanning,social
mediareachanddigitalmedium,'saysVishalKapoor,CEO, FundSelector
IDFCMutualFund...
PointtoPointReturns
Ridingoninnovations
'WehavetodevelopasystemwherethebankKYCdatacan
beaccessedbyAMCssothatpaperworkisnotduplicated,'
SIPReturnCalculator
saysNimeshShah,CEO,ICICIPrudentialMutualFund...
Tracingaglobalfootprint FundRanking
'Indiamaycontinuetobeseenasanattractivefixedincome
destinationinthecurrentlowyieldsworld,'saysRavi
Menon,CEO,HSBCMutualFund...
Revaluatingoptions
'Oneshouldrememberthatgoldisahedgeagainstinflation
andnotaninvestmentoptioninthelongterm,'saysMilind
Barve,CEO,HDFCMutualFund...
Thetopforeignassetmanager
'Marketsmaycontinuetobevolatileintheshorttomedium
termandthechallengewillbetoeffectivelyhandhold
investorsduringthesetimes,'saysSanjaySapre,CEO,
FranklinTempletonMutualFund...
TopRatedFunds ShowDirectPlans
https://www.valueresearchonline.com/funds/ 1/6
12/15/2016 FundsValueResearchOnline
Equity:LargeCap
BirlaSunLifeFrontlineEquityFund|Invest
10.92 17.39 17.69 BelowAvg. AboveAvg.
Online
BirlaSunLifeFrontlineEquityFundDirect
12.02 18.45 BelowAvg. High
Plan|InvestOnline
DHFLPramericaLargeCapFundDirect
7.75 16.55 BelowAvg. AboveAvg.
Plan
DSPBlackRockFocus25Fund|StartSIP
9.41 19.31 14.97 Avg. AboveAvg.
Now
DSPBlackRockFocus25FundDirectPlan
10.19 20.08 Avg. AboveAvg.
|StartSIPNow
EdelweissEquityOpportunitiesFund
5.50 16.81 BelowAvg. AboveAvg.
DirectPlan
FranklinIndiaBluechipFundDirectPlan|
11.22 16.33 BelowAvg. AboveAvg.
InvestOnlineNow
ICICIPrudentialFocusedBluechipEquity
11.28 15.68 15.60 BelowAvg. AboveAvg.
Fund|InvestNow
ICICIPrudentialFocusedBluechipEquity
12.39 16.74 BelowAvg. AboveAvg.
FundDirectPlan|InvestNow
ICICIPrudentialSelectLargeCapFund
16.50 15.70 Avg. AboveAvg.
DirectPlan|InvestNow
InvescoIndiaBusinessLeadersFund
8.47 16.99 BelowAvg. AboveAvg.
DirectPlan|InvestOnline
InvescoIndiaDynamicEquityFundDirect
5.55 13.63 Low AboveAvg.
Plan|InvestOnline
InvescoIndiaGrowthFundDirectPlan|
8.77 18.49 BelowAvg. High
InvestOnline
MiraeAssetIndiaOpportunitiesFund
12.98 22.14 Low High
DirectPlan|InvestOnline
MiraeAssetIndiaOpportunitiesFund
12.10 21.08 19.48 Low High
RegularPlan|InvestOnline
MotilalOswalMOStFocused25Fund
9.53 18.74 Low AboveAvg.
DirectPlan|InvestOnline
MotilalOswalMOStFocused25Fund
8.07 17.11 BelowAvg. AboveAvg.
RegularPlan|InvestOnline
QuantumLongTermEquityFund|Invest
18.11 18.49 17.69 BelowAvg. AboveAvg.
Online,Paperless
RelianceFocusedLargeCapFundDirect
6.50 15.49 AboveAvg. AboveAvg.
Plan|InvestOnline
RelianceTop200FundDirectPlan|
8.65 20.33 Avg. High
InvestOnline
RelianceTop200FundRetailPlan|
7.39 19.31 18.15 Avg. High
InvestOnline
https://www.valueresearchonline.com/funds/ 2/6
12/15/2016 FundsValueResearchOnline
RelianceVisionFundDirectPlan|Invest
Online 9.49 21.02 High High
SBIBluechipFundDirectPlan|Invest
9.98 20.91 Low High
Online
Equity:MultiCap
BirlaSunLifeAdvantageFund|Invest
15.00 24.53 19.87 AboveAvg. High
Online
BirlaSunLifeAdvantageFundDirectPlan
16.29 25.46 Avg. High
|InvestOnline
BirlaSunLifeSpecialSituationsFund|
12.52 25.25 18.70 AboveAvg. High
InvestOnline
BirlaSunLifeSpecialSituationsFund
13.15 26.02 AboveAvg. High
DirectPlan|InvestOnline
BNPParibasDividendYieldFundDirect
8.74 20.65 Low AboveAvg.
Plan
DSPBlackRockOpportunitiesFund|Start
16.64 21.54 18.32 Avg. AboveAvg.
SIPNow
DSPBlackRockOpportunitiesFundDirect
17.70 22.37 BelowAvg. AboveAvg.
Plan|StartSIPNow
FranklinIndiaFlexiCapFund|Invest
7.83 20.00 17.97 BelowAvg. Avg.
OnlineNow
FranklinIndiaFlexiCapFundDirectPlan
8.68 20.88 Low AboveAvg.
|InvestOnlineNow
FranklinIndiaHighGrowthCompanies
9.38 26.02 24.14 Avg. High
Fund|InvestOnlineNow
FranklinIndiaHighGrowthCompanies
10.75 27.55 BelowAvg. High
FundDirectPlan|InvestOnlineNow
FranklinIndiaPrimaPlusFund|Invest
9.03 21.30 18.46 Low AboveAvg.
OnlineNow
FranklinIndiaPrimaPlusFundDirectPlan
10.26 22.50 Low AboveAvg.
|InvestOnlineNow
HDFCCapitalBuilderFundDirectPlan|
9.97 20.48 Avg. AboveAvg.
InvestOnline
ICICIPrudentialIndoAsiaEquityFund
10.39 18.58 Low Avg.
DirectPlan|InvestNow
ICICIPrudentialMulticapFundDirectPlan
13.75 21.96 BelowAvg. AboveAvg.
|InvestNow
ICICIPrudentialNiftyNext50IndexFund
14.55 21.38 Avg. AboveAvg.
DirectPlan|InvestNow
ICICIPrudentialValueDiscoveryFund|
8.85 26.61 23.92 BelowAvg. High
InvestNow
ICICIPrudentialValueDiscoveryFund
10.26 27.93 BelowAvg. High
DirectPlan|InvestNow
IDBINiftyJuniorIndexFundDirectPlan|
14.65 21.20 AboveAvg. AboveAvg.
InvestOnline
InvescoIndiaContraFundDirectPlan|
12.94 25.94 Avg. High
InvestOnline
https://www.valueresearchonline.com/funds/ 3/6
12/15/2016 FundsValueResearchOnline
FundName
KotakOpportunitiesDirectPlan Rating 1Year
15.21 3Year
21.67 5Year BelowAvg.
RiskGrade ReturnGrade
AboveAvg.
Return(%) Return(%) Return(%)
KotakOpportunitiesRegularPlan 13.65 20.38 17.37 Avg. Avg.
L&TIndiaSpecialSituationsFundDirect
9.27 19.46 Avg. AboveAvg.
Plan
MiraeAssetGreatConsumerFundDirect
4.65 17.14 Low Avg.
Plan|InvestOnline
ParagParikhLongTermValueFundDirect
8.01 20.52 Low Avg.
Plan|InvestOnline
ParagParikhLongTermValueFund
7.41 19.90 Low Avg.
RegularPlan|InvestOnline
PrincipalGrowthFundDirectPlan|Invest
12.51 20.60 AboveAvg. AboveAvg.
Online
Equity:MidCap
BirlaSunLifePureValueFund|Invest
14.76 34.41 24.96 Avg. High
Online
BirlaSunLifePureValueFundDirectPlan
15.85 35.57 Avg. High
|InvestOnline
EdelweissMidandSmallCapFundDirect
7.59 31.32 Avg. AboveAvg.
Plan
FranklinIndiaPrimaFund|InvestOnline
13.62 29.02 25.56 BelowAvg. Avg.
Now
FranklinIndiaPrimaFundDirectPlan|
14.76 30.51 BelowAvg. AboveAvg.
InvestOnlineNow
HDFCMidCapOpportunitiesFundDirect
18.58 31.22 BelowAvg. AboveAvg.
Plan|InvestOnline
MiraeAssetEmergingBluechipFund
18.62 37.18 Low High
DirectPlan|InvestOnline
MiraeAssetEmergingBluechipFund
17.65 35.90 29.37 Low High
RegularPlan|InvestOnline
PrincipalEmergingBluechipFund|Invest
17.56 31.44 27.59 BelowAvg. High
Online
PrincipalEmergingBluechipFundDirect
18.69 32.54 BelowAvg. High
Plan|InvestOnline
Equity:TaxPlanning
https://www.valueresearchonline.com/funds/ 4/6
12/15/2016 FundsValueResearchOnline
AxisLongTermEquityFundDirectPlan|
5.77 23.69 Low High
InvestOnline
BirlaSunLifeTaxPlanDirectPlan|Invest
8.22 22.40 BelowAvg. AboveAvg.
Online
BirlaSunLifeTaxRelief96DirectPlan|
8.31 23.03 BelowAvg. AboveAvg.
InvestOnline
DSPBlackRockTaxSaverFund|StartSIP
16.91 23.01 21.04 BelowAvg. High
Now
DSPBlackRockTaxSaverFundDirect
17.75 23.76 Low High
Plan|StartSIPNow
FranklinIndiaTaxshieldFundDirectPlan
10.28 22.12 Low AboveAvg.
|InvestOnlineNow
ICICIPrudentialLongTermEquityFund
7.24 19.32 18.91 Avg. Avg.
(TaxSaving)|InvestNow
ICICIPrudentialLongTermEquityFund
8.65 20.54 Avg. AboveAvg.
(TaxSaving)DirectPlan|InvestNow
IDBIEquityAdvantageFundDirectPlan|
4.40 23.76 Avg. High
InvestOnline
IDBIEquityAdvantageFundRegularPlan
3.50 22.83 Avg. High
|InvestOnline
IDFCTaxAdvantage(ELSS)FundDirect
6.96 18.53 Avg. AboveAvg.
Plan
InvescoIndiaTaxPlanDirectPlan|Invest
10.22 22.92 BelowAvg. AboveAvg.
Online
PrincipalTaxSavingsFundDirectPlan|
12.10 20.35 AboveAvg. AboveAvg.
InvestOnline
RelianceTaxSaverFundDirectPlan|
11.70 27.76 High High
InvestOnline
BirlaSunLifeBalanced'95FundDirect
14.24 21.15 Avg. AboveAvg.
Plan|InvestOnline
FranklinIndiaBalancedFund|Invest
11.13 19.42 16.90 BelowAvg. Avg.
OnlineNow
FranklinIndiaBalancedFundDirectPlan
12.83 20.71 BelowAvg. Avg.
|InvestOnlineNow
HDFCBalancedFundDirectPlan|Invest
15.04 22.38 BelowAvg. High
Online
HDFCChildrensGiftFundInvestmentPlan
13.42 18.96 BelowAvg. Avg.
DirectPlan|InvestOnline
ICICIPrudentialBalancedAdvantageFund
11.65 16.03 Low Avg.
DirectPlan|InvestNow
ICICIPrudentialBalancedFund|Invest
17.03 20.38 18.87 BelowAvg. AboveAvg.
Now
ICICIPrudentialBalancedFundDirect
18.61 21.70 BelowAvg. High
Plan|InvestNow
https://www.valueresearchonline.com/funds/ 5/6
12/15/2016 FundsValueResearchOnline
SBIMagnumBalancedFundDirectPlan|
10.24 19.69 Low AboveAvg.
InvestOnline
TataRetirementSavingsFundModerate
11.23 23.63 Avg. High
PlanDirectPlan
RatingasonNovember30,2016
FUNDS Axis BarodaPioneer BirlaSunLife BNPParibas BOIAXA CanaraRobeco DHFLPramerica DSPBlackRock Edelweiss Escorts
FranklinTempleton HDFC HSBC ICICIPrudential IDBI IDFC IIFL Indiabulls Invesco JMFinancial KotakMahindra L&T LIC
Mahindra MiraeAsset Motilal Oswal Peerless PPFAS Principal Quantum Reliance Sahara SBI Shriram Sundaram Tata
Taurus Union UTI
COMPANY 2 3 6 7 8 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
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