Investment Plan

Highlight Funds - Equity

2nd August 2021

09.05.2020

| Research
| Research
 Pure Equity: Long Term Wealth Creation & Tax-Saving
Trailing Returns
Category Category Features Name Inception
3 Year 5 Year 10 Year
• Long-term (5y+) wealth creation ICICI Prudential Bluechip Reg – Growth 23-05-2008 13.5% 13.9% 13.3%
Equity • Relative insulation against macro-
(Orientation: headwinds Axis Blue Chip Reg – Growth 05-01-2010 15.6% 16.5% 14.5%
Large/Multi- • Scores high on sustainability
cap) Kotak Equity Opportunities Reg – Growth 09-09-2004 15.8% 13.9% 14.7%
• Long-term (5y+) wealth creation

Axis Long Term Equity Reg – Growth 29-12-2009 15.7% 16.2% 18.0%
• Tax-saving U/S 80C on investments up to
ICICI Prudential LT Equity Reg – Growth 19-08-1999 14.2% 13.1% 13.9%
INR 1,50,000 in a financial year
ELSS (Tax- • 3-year lock-in
ABSL Tax Relief 96 Reg – Growth 06-03-2008 9.1% 11.9% 13.9%
saving) • Risk-optimal, consistent-performing
portfolio quality
L&T Tax Advantage Reg – Growth 27-02-2006 10.6% 12.8% 12.7%
• Wealth creation over a long-term (5y+)
Motilal Oswal Long Term Equity Fund Growth 21-01-2015 12.3% 16.0% -

• Growth-oriented portfolios Canara Robeco Emerging Equities Fund 11-03-2005 16.7% 17.9% 20.1%

Equity Large • Underlying portfolio – strong business Axis Midcap Reg - Growth 18-02-2011 21.4% 19.3% 19.2%
& Mid Cap models, potential for expansion
• Wealth creation over a very long period Invesco India Growth Opportunities Reg –
09-08-2007 13.8% 15.4% 14.2%
(7y+) Growth

2 | Research
Data as on 30th July 2021. Portfolio as on June 2021. All Funds are regular growth plans unless mentioned inexplicitly
 Hybrid Equity: Risk Mitigated & Optimal Long-term Wealth Creation

Calendar Year Average Returns

Category Category Features Name Inception
3 Year 5 Year 10 Year

Mirae Asset Hybrid Equity Fund -Regular Plan-

•Asset allocation - balanced portfolio 29-07-2015 14.7% 13.9% -
Growth
•Portfolio skewed towards moderate
equity exposure
Hybrid ICICI Prudential Equity & Debt Fund Growth 03-11-1999 14.4% 13.9% 14.5%
•Objective to create wealth while
(Aggressive)
insulating against downsides
•Medium to long term wealth creation
(3y+) Canara Robeco Equity Hybrid Regular Growth 01-02-1993 15.4% 14.4% 14.0%

Edelweiss Balanced Advantage Reg – Growth 20-08-2009 13.7% 12.6% 11.5%

•Asset allocation – conservatively
balanced portfolio
•Portfolio skewed towards Aditya Birla SL Balanced Advantage Reg – Growth 25-04-2000 11.8% 11.2% 10.6%
conservative equity exposure
Hybrid (Moderate)
•Objective to create wealth while
insulating against downsides ICICI Prudential Balanced Advantage Reg –
30-12-2006 11.5% 11.0% 12.5%
•Medium to long term wealth creation Growth
(3y+)
L&T Balanced Advantage Fund Growth 07-02-2011 8.3% 8.3% 11.2%

3 | Research
Data as on 30th July 2021. Portfolio as on June 2021. All Funds are regular growth plans unless mentioned inexplicitly
 Disclaimer
This publication is being furnished to you on a confidential basis and must not be reproduced or
redistributed to any other person. This document is not intended for anyone other than the recipient.
The contents of this document June not be reproduced or further distributed to any person or entity,
whether in whole or in part, for any purpose. If you have received the publication in error please notify
the sender immediately. If you are not the named addressee, you should not disseminate, distribute or
copy this document. If you are not the intended recipient you are notified that disclosing, copying,
distributing or taking any action in reliance on the contents of this information is strictly prohibited. All
non-authorised reproduction or use of this document will be the responsibility of the user and June lead
to legal proceedings. This document has no contractual value and is not and should not be construed as
advice or as an offer or the solicitation of an offer or a recommendation to take action in consonance in
any jurisdiction. FinwizardTechnology Private Limited (“fisdom”) makes no guarantee, representation or
warranty and accepts no responsibility or liability for the accuracy or completeness of the information
and/or opinions contained in this document, including any third party information obtained from sources
it believes to be reliable but which has not been independently verified. In no event will fisdom be liable
for any damages, losses or liabilities including without limitation, direct or indirect, special, incidental,
consequential damages, losses or liabilities, in connection with your use of this document or your reliance
on or use or inability to use the information contained in this document, even if you advise us of the
possibility of such damages, losses or expenses. fisdom does not undertake any obligation to issue any
further publications or update the contents of this document. The information stated and/or opinion(s)
expressed herein are expressed solely as general commentary for general information purposes only and
do not constitute advice, solicitation or recommendation to to act upon thereof. fisdom does not have
regard to specific investment objectives, financial situation and the particular needs of any specific
person who June receive this document. The information contained within this document has not been
reviewed in the light of your personal circumstances. Please note that this information is neither
intended to aid in decision making for legal, financial or other consulting questions, nor should it be the
basis of any investment or other decisions. The relevant offering documents should be read for further
details. fisdom makes no representations that the offerings mentioned in this document are available to
persons of any other country or are necessarily suitable for any particular person or appropriate in
accordance with their local law. Among other things, this means that the disclosures set forth in this
document June not conform to rules of the regulatory bodies of any other country and investment in the
offer discussed will not afford the protection offered by the local regulatory regime in any other country.
Past performance contained in this document is not a reliable indicator of future performance whilst any
forecasts, projections and simulations contained herein should not be relied upon as an indication of
future results. The historical performance presented in this document is not indicative of and should not
be construed as being indicative of or otherwise used as a proxy for future or specific investments. The
relevant product documents should be read for further details. fisdom does not undertake any obligation
to issue any further publications to you or update the contents of this document and such contents are
subject to changes at anytime.
Finwizard Technology Pvt Ltd., Queens Paradise, No. 16/1, 1st Floor, Curve Road, Shivaji Nagar,
Bengaluru, Karnataka 560051, T: 080 3040 8363; www.fisdom.com; Email: ask@fisdom.com, CIN :
U74900KA2015PTC080747 | SEBI Registration no.: INA200005323| DISTRIBUTOR CODE: 10140(For more
| Research registration details please refer to our website)