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for
WEALTH, INCOME,
SHORT-TERM GOALS
AND TAX SAVING


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 +PZJSHPTLY
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The contents of Best Funds 2023 (the “Book”) published by Value Research India Private Limited are not intended to serve as
professional advice or guidance and the publisher takes no responsibility or liability, express or implied, whatsoever for any
investment decisions made or taken by the readers of this Book based on its contents thereof. You are strongly advised to verify
the contents before taking any investment or other decision based on the contents of this Book. The Book is meant for general
reading purposes only and is not meant to serve as a professional guide for investors. The readers of this Book should exercise
due caution and/or seek independent professional advice before entering into any commercial or business relationship or making
any investment decision or entering into any financial obligation based on any information, statement or opinion which is
contained, provided or expressed in this Book.

The Book contains information, statements, opinions, statistics and materials that have been obtained from sources believed to be
reliable and the publishers of the Book have made best efforts to avoid any errors and omissions, however the publishers of this
Book make no guarantees and warranties whatsoever, express or implied, regarding the timeliness, completeness, accuracy,
adequacy, fullness, functionality and/or reliability of the information, statistics, statements, opinions and materials contained and/or
expressed in this Book or of the results obtained, direct or consequential, from the use of such information, statistics, statements,
opinions and materials. The publishers of this Book do not certify and/or endorse any opinions contained, provided, published or
expressed in this Book.

All disputes shall be subject to the jurisdiction of Delhi courts only.

© All Rights Reserved

Copyright © 2023 by Value Research India Pvt. Ltd.

All rights reserved. No part of this publication may be reproduced or redistributed in any formed or by any means, or stored in a
database or retrieval system, without the prior written permission of the publisher.

ISBN 978-93-83177-26-4

Published by Value Research India Pvt. Ltd., 5 Commercial Complex, Chitra Vihar, New Delhi 110092 and printed at Options
Printofast, A-33/24A, Site-IV, Sahibabad Industrial Area, Ghaziabad (UP).

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 *VU[LU[Z
Index of Funds - Categories 4

Index of Funds - Alphabetical 5

Foreword 7

10 Simple Steps to Build Wealth 9

How to Build a Winning Portfolio 10

Real, Practical Asset-Allocation Tip 14

When to Sell a Fund 15

Reading a Fund Report 16

Analysts’ Choice 17

Aggressive Growth 19

Growth 27

Growth & International Diversification 39

Growth & Tax-saving 43

Conservative Growth 51

Conservative Growth & Income 65

Core To
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Telegram 69

Capital Preservation 75

SIP Returns 83

Regular Plans 85

Direct Plans 96

Category and Fund Performance: Ready Reckoner 107

Top 20 & Bottom 20 Funds 109

Category-performance Summary 117

Category-performance Heat Map 118

Fund Classification 122

Scorecard 125

Guide to the Scorecard 126

Scorecard: Equity 128

Scorecard: Hybrid 188

Scorecard: Fixed Income 208

Scorecard: Closed-End 256

Scorecard: Fixed-Maturity Plans 258

Scorecard: Index 262

BEST FUNDS 2023 3

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 (UHS`Z[Z*OVPJL
Index of Funds - Categories
Fund Category Role in Portfolio Page No.
Axis Midcap Fund Mid Cap Aggressive Growth 21
DSP Small Cap Fund Small Cap Aggressive Growth 22
Kotak Emerging Equity Fund Mid Cap Aggressive Growth 23
Kotak Small Cap Fund Small Cap Aggressive Growth 24
Mirae Asset Midcap Fund Mid Cap Aggressive Growth 25
SBI Small Cap Fund Small Cap Aggressive Growth 26
Axis Flexi Cap Fund Flexi Cap Growth 29
ICICI Prudential Value Discovery Fund Value Oriented Growth 30
Invesco India Contra Fund Value Oriented Growth 31
Kotak Equity Opportunities Fund Large & MidCap Growth 32
Kotak Flexicap Fund Flexi Cap Growth 33
Mirae Asset Emerging Bluechip Fund Large & MidCap Growth 34
Mirae Asset Focused Fund Flexi Cap Growth 35
Parag Parikh Flexi Cap Fund Flexi Cap Growth 36
SBI Focused Equity Fund Flexi Cap Growth 37
Tata Equity PE Fund Value Oriented Growth 38
Kotak Nasdaq 100 FOF International Growth - International 41
Axis Long Term Equity ELSS Tax Planning 45
DSP Tax Saver ELSS Tax Planning 46
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IDFC Tax Advantage (ELSS) ELSS Tax Planning 47
Invesco India Tax Plan ELSS Tax Planning 48
Mirae Asset Tax Saver ELSS Tax Planning 49
Axis Bluechip Fund Large Cap Conservative Growth 53
DSP Equity & Bond Fund Aggressive Hybrid Conservative Growth 54
Kotak Bluechip Fund Large Cap Conservative Growth 55
Mirae Asset Hybrid Equity Fund Aggressive Hybrid Conservative Growth 56
Mirae Asset Large Cap Fund Large Cap Conservative Growth 57
Nippon India ETF Nifty Next 50 Junior BeES Large Cap Conservative Growth 58
SBI Bluechip Fund Large Cap Conservative Growth 59
SBI Equity Hybrid Fund Aggressive Hybrid Conservative Growth 60
SBI Nifty 50 ETF Large Cap Conservative Growth 61
SBI Nifty Index Large Cap Conservative Growth 62
UTI NIfty Next 50 Index Large Cap Conservative Growth 63
Axis Equity Saver Equity Savings Conservative Growth & Income 67
Mirae Asset Equity Savings Equity Savings Conservative Growth & Income 68
Axis Short Term Short Duration Short Term/Core Fixed Income 71
HDFC Short Term Debt Short Duration Short Term/Core Fixed Income 72
HSBC Short Duration Fund Short Duration Short Term/Core Fixed Income 73
IDFC Bond Short Term Short Duration Short Term/Core Fixed Income 74
Axis Liquid Liquid Capital Preservation 77
HDFC Liquid Liquid Capital Preservation 78
HDFC Overnight Overnight Capital Preservation 79
ICICI Pru Overnight Overnight Capital Preservation 79
IDFC Cash Liquid Capital Preservation 80
Mirae Asset Cash Management Liquid Capital Preservation 81

4 BEST FUNDS 2023

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 (UHS`Z[Z*OVPJL
Index of Funds - Alphabetical
Fund Category Role in Portfolio Page No.
Axis Bluechip Fund Large Cap Conservative Growth 53
Axis Equity Saver Equity Savings Conservative Growth & Income 67
Axis Flexi Cap Fund Flexi Cap Growth 29
Axis Liquid Liquid Capital Preservation 77
Axis Long Term Equity ELSS Tax Planning 45
Axis Midcap Fund Mid Cap Aggressive Growth 21
Axis Short Term Short Duration Short Term/Core Fixed Income 71
DSP Equity & Bond Fund Aggressive Hybrid Conservative Growth 54
DSP Small Cap Fund Small Cap Aggressive Growth 22
DSP Tax Saver ELSS Tax Planning 46
HDFC Liquid Liquid Capital Preservation 78
HDFC Overnight Overnight Capital Preservation 79
HDFC Short Term Debt Short Duration Short Term/Core Fixed Income 72
HSBC Short Duration Fund Short Duration Short Term/Core Fixed Income 73
ICICI Pru Overnight Overnight Capital Preservation 79
ICICI Prudential Value Discovery Fund Value Oriented Growth 30
IDFC Bond Short Term Short Duration Short Term/Core Fixed Income 74
IDFC Cash Liquid Capital Preservation 80
IDFC Tax Advantage (ELSS) ELSS Tax Planning 47
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Invesco India Contra Fund Value Oriented Growth 31
Invesco India Tax Plan ELSS Tax Planning 48
Kotak Bluechip Fund Large Cap Conservative Growth 55
Kotak Emerging Equity Fund Mid Cap Aggressive Growth 23
Kotak Equity Opportunities Fund Large & MidCap Growth 32
Kotak Flexicap Fund Flexi Cap Growth 33
Kotak Nasdaq 100 FOF International Growth - International 41
Kotak Small Cap Fund Small Cap Aggressive Growth 24
Mirae Asset Cash Management Liquid Capital Preservation 81
Mirae Asset Emerging Bluechip Fund Large & MidCap Growth 34
Mirae Asset Equity Savings Equity Savings Conservative Growth & Income 68
Mirae Asset Focused Fund Flexi Cap Growth 35
Mirae Asset Hybrid Equity Fund Aggressive Hybrid Conservative Growth 56
Mirae Asset Large Cap Fund Large Cap Conservative Growth 57
Mirae Asset Midcap Fund Mid Cap Aggressive Growth 25
Mirae Asset Tax Saver ELSS Tax Planning 49
Nippon India ETF Nifty Next 50 Junior BeES Large Cap Conservative Growth 58
Parag Parikh Flexi Cap Fund Flexi Cap Growth 36
SBI Bluechip Fund Large Cap Conservative Growth 59
SBI Equity Hybrid Fund Aggressive Hybrid Conservative Growth 60
SBI Focused Equity Fund Flexi Cap Growth 37
SBI Nifty 50 ETF Large Cap Conservative Growth 61
SBI Nifty Index Large Cap Conservative Growth 62
SBI Small Cap Fund Small Cap Aggressive Growth 26
Tata Equity PE Fund Value Oriented Growth 38
UTI NIfty Next 50 Index Large Cap Conservative Growth 63

BEST FUNDS 2023 5

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 -VYL^VYK
A publication on investing that’s updated once a year! What a
ridiculous idea.
A
year is a long time in investing. Or so
people say. On TV and on social media,
and in newspapers too, everyone who talks
about investing seems to believe that
investing decisions are a matter of hours or
even minutes. And yet, here’s Value
Research publishing a book that’s updated
once a year.
What Does Not Change
When I hear this critique,I’m reminded of a
famous quote from Amazon founder Jeff
Bezos, “I very frequently get the question:
‘What’s going to change in the next 10
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question; it’s a very common one. I almost
never get the question: ‘What’s not going to
change in the next 10 years?’ And I submit
to you that that second question is actually
the more important of the two – because
you can build a business strategy around
the things that are stable in time.”
It’s the same with saving and investing.
It’s not possible, nor desirable, to build an
approach to investing on things that change
from day to day or even month to month. To
really meet the financial goals of your life,
you need to base your savings and
investments strategy on what will not
change for a long time. Just like the last 14
years, this book is a compendium of all the
information, analysis and guidance that you
need to invest in mutual funds, updated for
changes that have happened over the last
year, including changes in the investment
environment. We’ve made some evolutionary
changes in the structure of this book, based
BEST FUNDS 2023
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on readers’ feedback and the above factors,
but the core idea remains the same and will
remain the same in the future.
The Problem of Choice
The heart of the book is about changing
your choice problem. While Value
Research’s standard classification system is
based on where the funds invest, the special
one we have created for this book is based
on your investing goals and needs. Value
Research’s rating system divides all funds
into five quality tiers, but these five tiers are
contained within the normal (now SEBI-
influenced) system of categorising funds.
Those categories are a tremendously
powerful research tool, and represent the
ideal way of dividing funds according to
where they invest.
Even so, these categories are, by
necessity, not structured according to your
investment needs. If you want the highest
possible returns from your funds, the
research-oriented categorisation system
cannot provide a set called ‘Aggressive
Growth Funds’. However, that’s the kind of
utility that can be provided by this book.
Evolution
The eight goal-oriented classes that we have
in this book are Aggressive Growth, Growth,
Growth & International Diversification,
Growth & Tax Saving, Conservative Growth,
Conservative Growth & Income, Core Fixed
Income, Capital Preservation. The names are
self-explanatory and I doubt if there is any
individual whose investment needs cannot
be met by some combination of these. The
45 funds that we have listed under these
heads are all you need to create a portfolio
of mutual funds that is suited to any
investing purpose.
Long-time readers of this series of
7
 books will notice that the categories have
grown somewhat and have a slightly
different focus. This is an evolutionary
change, and one that illustrates our principle
of reacting to fundamental shifts but not to
routine changes.
of useful data analysis of funds.
All in all, in this one compact volume,
you have a complete investment kit for
getting whatever you need and want from
mutual fund investments.

More…
Of course, the chosen fund set is not all
that’s there in the book. The lead section,
which guides investors on setting up their
investment portfolios, now has new
guidance on choosing and maintaining an
asset allocation, as well as on when to sell
out of a fund. We also have an extensive Dhirendra Kumar
section on SIP returns, as well other kinds CEO, Value Research

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8 BEST FUNDS 2023

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„  „  „  „  „  „  „  „  „  „

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:PTWSL:[LWZ
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[V)\PSK>LHS[O
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„  „  „  „  „  „  „  „  „  „ 1 List your short- and long-term goals. Assign likely dates for each of them. Your goals
can range from buying a car to building an emergency fund to retirement.
„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „

„  „  „  „  „  „  „  „  „  „
2 To meet your short-term goals (a few months to five years), invest in debt funds.
„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „ 3 For long-term goals (more than five years), invest in equity funds through SIPs.
„  „  „  „  „  „  „  „  „  „
This
„ „ „ „ „ „ „ „ PDF
„  „ 4 uploade
was Investing in equity
To Telegram funds for
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platform an aggressive hybrid fund.
„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „ 5 Want to save tax and create wealth simultaneously? Opt for an Equity-linked Saving
„  „  „  „  „  „  „  „  „  „
Scheme (ELSS).
„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „ 6 Experienced equity investors can opt for a flexi-cap fund. If you want to be aggressive,
„  „  „  „  „  „  „  „  „  „

„  „  „  „  „  „  „  „  „  „
add a mid- or a small-cap fund.
„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „
7 Three to four equity funds and two to three debt funds are enough for diversification.
„  „  „  „  „  „  „  „  „  „
8 Add an international fund to your equity portfolio for geographical diversification and to
„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „ invest in quality overseas companies.
9 Once you accumulate a significant amount, decide on an asset-allocation plan and follow
„  „  „  „  „  „  „  „  „  „

„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „ it strictly. Rebalance annually to evade market volatility.
„  „  „  „  „  „  „  „  „  „
„  „  „  „  „  „  „  „  „  „ 10 Exit from equity funds as per your goal. But redeem gradually via an SWP, not in one go.
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„  „  „  „  „  „  „  „  „  „
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That’s all you need to do.
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„  „  „  „  „  „  „  „  „  „ If this has aroused your curiosity to build meaningful wealth, this book is your one-stop
„  „  „  „  „  „  „  „  „  „
action-packed investment guide.
„  „  „  „  „  „  „  „  „  „

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„  „  „  „  „  „  „  „  „  „

„  „  „  „  „  „  „  „  „  „
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 /V^[V)\PSKH>PUUPUN7VY[MVSPV
An essential read for all investors, young or experienced
W
hile it’s true that life is full of
uncertainties, thankfully, predicting the
future is not all that difficult. The big
financial needs of your life are mostly
predictable. Once they grow up and start
working, people get married, have children,
buy a house, educate their children and plan
for their weddings, and retire.
Of course, there are individual
variations. For example, some spend a big
amount on their children’s weddings and
some are lucky enough to have an inherited
house and even rental income to take care
of retirement.
This PDF was uploade To TelegramThen thereLBS
channel_ areNewspaper
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basis, as mandated by SEBI. You can find
emergencies, but those have to be tackled
separately. Still, most of us can think of our
journeys as constituting some big-ticket
expenses.
Hence, the most important question you
will need to answer is this: how much
should I invest? See the table. It gives you
an idea about how much you need to save
to accumulate `10 lakh if you invest in a
bank RD, an aggressive hybrid fund and a
flexi-cap equity fund. For your specific
needs, on the new Value Research website,
in the VRO Tools section, we have planning
calculators that can help you answer this
question.
Once you have estimated how much
you need to save and invest, the next
question that arises is where to invest the
money. Mutual funds are the best
investment option. There are many reasons
for this. First, mutual funds are
10
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professionally managed, so you can benefit
from professional expertise at a reasonable
cost. Second, you get to diversify your
investment. Since mutual funds invest in a
basket of stocks/bonds, they are inherently
diversified. If you were to take the direct
route to invest in stocks, you will need a
large amount to achieve reasonable
diversification. Third, mutual funds are
transparent. They disclose their assets,
holdings and other details on a regular
Approx monthly investment (`)
needed to accumulate `10 lakh
Period Aggressive
(Years) Bank RD hybrid fund Flexi-cap fund
10 6,000 5,000 4,500
15 3,400 2,500 2,100
20 2,100 1,400 1,100
Bank RD rate for SBI taken as 6.25%. Assumed
return for hybrid aggressive fund is 10% and for
ÀH[LFDSIXQG
details of all Indian mutual funds on www.
valueresearchonline.com. Fourth, mutual
funds have an established track record of
wealth creation. Fifth, they are liquid and
provide you easy entry and exit. Sixth,
thanks to the competition between various
fund houses, they are on their toes to do
well. That also benefits you in the end.
Choosing Funds
Broadly, there are two types of funds: equity
and debt. In Value Research’s way of
thinking, debt funds are suitable for your
short-term (less than five years) goals and
equity funds are fit for long-term (over
five-year) goals. Equity is the only type of
asset that can ensure that your money
grows faster than inflation and does not
actually lose value. However, equity mutual
funds can be volatile. Over the short term,
the ups and downs of the stock market
BEST FUNDS 2023
 could very well lead to temporary losses.
Because of this, we do not recommend
investing in equity mutual funds if your
financial goal is nearer than five years.
The standard industry classification has
39 types of funds – 12 equity, 17 debt, six
hybrid, two solution-oriented and two
others. Choosing the right fund from so
many is a big challenge. This is where the
fund classification in this book
becomes helpful. We have picked
the best funds and then
categorised them as per their
roles in your portfolio. So, you
don’t have to worry about the actual
category of the fund. You just need to know
your investment purpose and we have the
fund ready for you.
Here are the various categories of funds
as per their role in your portfolio:
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Aggressive Growth Funds
This category comprises mid- and small-cap
funds. They invest predominantly in mid-cap
and small-cap stocks. As this category’s
name suggests, these funds can grow your
capital fast. However, they are also volatile.
Given their volatility, you must have at least
a seven-year horizon for these funds. Also,
these funds serve the supplementary
purpose of boosting your overall returns, so
invest only a part of your long-term
portfolio, say 20–25 per cent, in them.
Growth Funds
This category comprises flexi-cap, large-
and mid-cap, and value-oriented funds.
These funds can invest in companies of all
sizes and hence they should form the core
of your equity portfolio. For most investors,
investing in any three-four growth funds
from our hand-picked list is all that’s needed
for wealth creation.
BEST FUNDS 2023
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Along with growth funds, we have also
included our selection of international funds
to geographically diversify your investments.
Further, the tax-saving funds among our
growth funds should be added to the extent
needed to avail income-tax benefit under
Section 80C.
Conservative Growth Funds
These funds comprise large-cap equity
funds and aggressive hybrid funds. This
category is suitable for a risk-averse
investor who also wants equity-like returns.
Large-cap equity funds are generally less
volatile than multi-cap and mid/small-cap
funds. Their returns also tend to be less
than their other equity peers.
Aggressive hybrid funds have about
65–80 per cent equity and the rest is debt.
Because of their debt component, they are
generally
less volatile
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platform equity funds.
This makes them suitable for first-time
equity investors, who are not used to the
ups and downs of equity markets.
Funds for Retirement Income
At Value Research, we don’t advise picking
any special fund for retirement. A
combination of one capital-preservation fund
(discussed below), one-two core fixed-
income funds (discussed below) and one-
two growth funds can serve well in your
retirement. In this combination, the capital-
preservation fund will cater to your
expenses for the next one year. The core
fixed-income funds will provide your
portfolio stability and the growth funds will
take care of inflation.
Have a third of your retirement portfolio
in growth funds and cap the annual
withdrawal rate at 4–6 per cent of the
accumulation. Rebalance your core fixed-
income and growth funds annually.
11
 However, if convenience is of great
importance for you, you can consider the
recommended conservative growth and
income fund. This is a hybrid fund that
invests about a third each in equity, equity
arbitrage and debt. It can serve a similar
role as described above using the
combination of capital-preservation, core
fixed-income and growth funds.
Core Fixed-Income Funds
Short-duration debt funds can be the core of
your fixed-income portfolio. They are
How We Arrived at These Funds
We followed a two-step method to arrive at
these funds. Firstly, we followed a
quantitative, numbers-driven method that is
based
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channel_ asNewspaper
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platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
star ratings and other data. We looked at
returns, risk measures, portfolio
construction and a number of statistical
measures.
The second layer of evaluation is what
makes fund analyst’s choices unique. This
level of selection is
qualitative. It is based on
the opinion that our team
has about the fund, AMC,
fund manager, the objective
of the fund, prospects of the economy, etc.
An important source of inputs is the
access that Value Research has to fund
managers and chief investment officers
(CIOs). As the country’s most influential
mutual fund research house for decades, we
have earned the privilege of being able to
access anyone in the fund industry. This
directly benefits our readers by enhancing
the quality of our analyses.
12
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suitable for short-term goals, which are just
a couple of years away. They are also
suitable for your long-term debt allocation,
including a retirement portfolio, as described
above.
Capital-Preservation Funds
These funds comprise liquid and overnight
funds. Invest in them for goals that are due
within the next 12 months. Given their
conservative positioning, they are relatively
safer than other debt funds. They are also
suitable for parking your emergency corpus.
How Many Funds Should You
Invest in?
We frequently get investor queries regarding
the number of funds in one’s portfolio.
Some investors end up investing in 10–20
funds to achieve diversification. Value
Research has always advised that too many
funds don’t make your portfolio more
diversified; they can, however, add to
complexity. To manage 10–20 funds, you
require a lot of time and chances are that
you won’t be even looking at them. This
affects your returns as your hard-earned
money gets locked in poorly performing
funds.
In our view, three-four equity funds and
two-three debt funds are enough. Mutual
funds are diversified in themselves, so by
buying three-four funds, you get adequate
diversification. Too many funds virtually
mean that you own the market, so your
returns would be index-like, not index-
beating. Do ensure that the
funds you select are from
different fund houses so that
you have diversification in
BEST FUNDS 2023
 style also. As said earlier, it’s enough to
invest in three-four growth funds for your
equity portfolio.
Review Your Portfolio
You must review your portfolio and the
performance of individual funds from time to
time. Of course, you must not jump the gun
and fire a fund for short periods of
underperformance. But if a fund is
performing considerably worse than other
funds of the same type for an extended
period, you should think of switching to a
better-performing fund. For a more detailed
guide to selling out of a fund, turn to page 15
and read the article ‘When to sell a fund’
The other reason for changing your
portfolio is that you are approaching the
time when you will need the money. A long-
term portfolio becomes a short-term one as
the goal nears. You should
start shifting from equity to
more conservative options
as your goal approaches.
Otherwise, your hard-earned
equity returns could get wiped out in a bear
market just when you need the money.
The portfolio tool on the new Value
Research website not just helps you track
your portfolio but also analyse it and hence
make changes to it easily. This makes it
extremely simple to ensure that you stick to
the asset allocation you really need. As to
what that asset allocation should be, turn to
the next article, ‘Real, practical asset
allocation’ on page 14.

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BEST FUNDS 2023 13

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 9LHS7YHJ[PJHS(ZZL[(SSVJH[PVU;PW
The very term ‘asset allocation’ seems technical, but we go
beyond that to offer you a simple solution
S
o much keeps changing in the world that
investors assume their portfolios must
change in response. Just as covid-19 was
winding down, a war flared up in Europe.
There's nothing new in this; something or the
other is always happening. Right now, we
have a raging global inflation,
falling equity markets, central
banks jacking up rates, western
sanctions, China's covid-19
travails, slackening demand and a looming
recession in the west. Surely, everyone's
investing strategy must change? Well, yes
and no.
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To understand the complexities of
the answer, we should look at how we
reacted in the various phases of covid-19.
In February 2020, when it looked like the
sky was falling, many people sold and
rushed out of equities. Since then, it's been
a roller-coaster ride. Even when stock
prices are rising, investors have been
second-guessing themselves.
The Impossibility of Portfolio
Reconstruction
As a result, investors' asset allocations went
seriously out of whack. Many of them
rushed in and out of equities in great haste.
On top of that, inflation is now higher than
the returns from almost all fixed-income
assets, creating a different set of problems.
The conventional response to this –
something we have advocated in the past as
well – is to fix your asset allocations. That's
an almost automatic reaction to anyone who
analyses investments.
14
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But is the answer so simple? Is asset
allocation an easy exercise? Not really.
Asset allocation can be a tough nut to
crack for an individual investor in the real
world. It may be contrary to a financial
advisor's generic advice, but it's true: It's
awfully hard for an individual to actually
monitor, correct and maintain asset
allocation – that too in a tax-efficient
manner. In fact, it's pretty much impossible
for a casual investor to do so.
Equity and debt inherently grow at very
different rates, with equity swinging wildly.
The theoretical approach tells you to switch
money from equity assets to fixed income or
back again, depending on prevailing
conditions. But mistakes will be made;
additional taxes will be paid. The benefit, if
any, will be minimal.
What You Should Do
So what practical solution does an investor
have? For most investors, having a large
chunk of their money in Aggressive Hybrid
funds will do the job. These funds keep 65
to 80 per cent of your money in equity and
the rest in fixed income. As the markets
swing around, these funds will rebalance
your money in a tax-transparent manner.
The better ones (look up Value Research
Online) do a decent job at it and certainly
far better than any individual investor
would.
Is that all that there is to it? No, but this
is the minimum you can do – barring an
exception. The money you may need in the
next three to five years must be in fixed
income. So should your emergency fund.
Between these and the hybrid funds, this is
all the asset allocation you might need and
all the time and effort you may afford to
spend.
BEST FUNDS 2023
 >OLU[V:LSSH-\UK
This is one of those times in life when your dreams should guide
you, not your head
C
hoosing a suitable mutual fund among a
sea of options is challenging for us
investors. But we have found a way around it.
Be it an advisor, a website, or just asking
around, we have our jugaad. However,
investors face an even more difficult choice:
which funds to sell and when.
Strangely, the more knowledgeable and
involved investors face this problem more than
others. Because they always have the urge to
do something. Overactive investors give three
reasons for wanting to sell a fund. One, they've
made profits; two, they've made losses; three,
This PDF was uploadethey've posted neither profits nor losses. That
To Telegram channel_ LBS Newspaper platform
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sounds like a joke, but it isn't. They often
justify their decisions, saying, "Now that my
investments have gone up, shouldn't I book
profits?" Alternatively, "This fund has lost a bit
of money recently. Shouldn't I get out of it?"
Or, "The fund is neither here nor there.
Shouldn't I sell it?" We are basically saying that
investors with a bias for continuous action can
create logic for all decisions and situations.
Illogical Thinking
In short, none of the reasons above make
sense. The first so-called logic stems from the
spurious 'booking profits' concept promoted
by advisors. Booking profits doesn't make
sense for stocks and makes even less sense
for mutual funds. In reality, this attitude makes
investors sell their winners and hang on to
their losers. In mutual funds, the whole point
is that a fund manager decides
which stocks to buy and which
to sell. If the fund manager
does this job well, the fund will
BEST FUNDS 2023
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generate good returns. Therefore, selling a
fund that has made good returns is the
opposite of what investors should be doing.
Let's come to the second reason. While
selling underperformers is a legitimate idea,
you need to evaluate the timeframe and the
degree of underperformance. Investors often
sell good-quality funds to chase the top
performers of the last 12-18 months.
Someone might say their fund generated 25
per cent over the last year, but five other funds
did better, hence the logic behind changing
funds. This switching based on short-term
past performance is counterproductive and
does nothing to improve your future returns.
You should only switch if your fund
underperforms consistently for two or more
years and drops down two notches in its Value
Research rating. In fact, a relatively long-
period risk-adjusted rating system like Value
Research Fund Ratings can help when making
such decisions.
What You Should Do
So when should you actually sell your funds?
It should depend on your financial goals. You
should get your money out when you need it.
Let's say you have invested for five, 10 or 15
years and you need money now to make a
down payment for a house, pay for your
child's education or achieve another life goal.
That's the time you should sell your fund,
irrespective of the state of the market. In fact,
unless it's an expense that can be postponed,
you should start withdrawing your money one
or two years before you need it. Transfer this
money from your equity fund to a liquid fund.
You can use an automated STP (Systematic
Transfer Plan) to do this.
In a manner of speaking, the primary goal
of investing is not to invest but to sell because
that's when you achieve your goal. Be guided
by this principle.
15
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of the two. For debt funds, the vertical axis conveys z R-squared: Measures the fund’s correlation to the
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being less than one year, between one and three years the index.
and greater than three years, respectively. Credit quality z Beta: A measure of a fund’s sensitivity to market
is presented across the X-axis and is classified into movements. A beta of more than 1 indicates wider
high, medium and low. swings.
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A range of statistical measures calculated by taking z Riskometer: For debt funds, we have given a
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peers reflects better risk-adjusted performance.
z Sortino ratio: Indicates the excess returns

16 BEST FUNDS 2023

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data. As against their original categories, these funds are classified by

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the role they can play in your portfolio: aggressive growth, growth,

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conservative
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income, and capital preservation.

*OVPJL
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growth,channel_
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uploade To Telegram
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conservative
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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
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(https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.

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potentially offer higher returns in the long term but with more severe

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ups and downs along the way. Consider investing in them if you can

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Compared to those that invest in larger companies, these funds can

„ „ „ „ „ „ „ „ „ „ „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

through SIPs and not more than 15–25 per cent of your portfolio.
This list features our chosen mid-cap and small-cap equity funds.

„ „ „ „ „ „ „ „ „ „ „

` Mirae Asset Midcap Fund

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investment horizon of seven years or more. Invest in them only

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have an
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` Kotak Small Cap Fund

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` SBI Small Cap Fund

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(NNYLZZP]L

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value and
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Newspaper platform
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LBSinvestment
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.YV^[O „ „ „ „ „ „ „ „ „ „ „

` Kotak Emerging Equity Fund

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in your
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channel_
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` DSP Small Cap Fund

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volatility
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` Axis Midcap Fund

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Telegram
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6<970*2:
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high
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uploade To
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withstand
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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Axis Midcap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
February 2011
Style
Category box
Equity: Mid Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not rated         
NAV (`) 14.07 24.84 25.05 24.27 34.46 35.67 39.71 50.04 70.02 66.47
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 4.07 76.55 0.85 -3.11 41.99 3.49 11.33 26.01 39.93 -5.07
+/- Index* (%) 6.40 16.35 -11.79 -9.86 -10.69 16.44 10.45 -0.27 -8.72 -8.71
Rank (Fund/Category) 13/20 10/19 20/20 20/20 14/21 1/22 1/24 7/28 23/30 31/32
Net Assets (` Cr) 269 974 1,263 1,118 1,359 1,808 4,141 8,515 16,835 19,741
* S&P BSE 150 MidCap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund follows the ‘growth’ and ‘quality’ Total Stocks 67
,QYHVWPHQW6W\OH
styles of stock picking. It looks for market Fund Category Avg Mkt Cap (` Cr) 49,229 *URZWK%OHQG9DOXH
leaders in emerging industries or high-

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 6.39

&DSLWDOLVDWLRQ
growth companies in established Portfolio P/E Ratio 38.68
businesses backed by experienced 1$ Large caps (%) 31.40
management. But it stays away from
Mid caps (%) 68.60
highly-leveraged, cyclical
This PDF wasand heavily-
uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) –
regulated businesses. 1-Year 3-Year 5-Year 10-Year 15-Year
It does not mind considering stocks with
high price-earnings multiples or running
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
high cash allocation (keeping a certain Fund Category
percentage of the money in cash due to a ICICI Bank Financial 1.11-4.35 4.35
variety of factors such as waiting for an Chola. Invest.& Fin. Financial 1.49-5.78 4.05
opportunity to invest in a favourable stock).
Trent Services 2.10-3.66 3.52
With ‘value’ outplaying the ‘growth’ style,
the fund has been lagging behind its peers 1$ The Indian Hotels Services 0.00-3.04 3.04
and the benchmark in the last couple of PI Industries Chemicals 2.26-4.92 2.98
years. Bajaj Finance Financial 1.20-4.05 2.95
1-Year 3-Year 5-Year 10-Year 15-Year
However, its past success has enabled
it to retain its five-star rating. Despite the 5LVN0HDVXUHV Supreme Industries Materials 1.29-3.02 2.74
current slump, the fund is still one of the Fund Index* Cat Avg Astral Materials 2.48-4.18 2.48
top-performing funds if one looks at five- Standard Deviation 19.92 25.11 23.93 Persistent Systems Technology 0.00-2.48 2.42
year or longer-duration returns. Overall, the Sharpe Ratio 0.78 0.88 0.82
Avenue Supermarts Services 2.41-5.74 2.41
fund is a good choice for investors.
Sortino Ratio 0.93 0.95 0.88

PORTFOLIO MANAGER R-Squared 0.92 – 0.95 7RS6HFWRU:HLJKWV 

Shreyash Devalkar since November 2016. Beta 0.76 – 0.93 Fund Category 3Y-Range
Mr. Devalkar is a B.Tech from UDCT Financial 16.39 16.67 11.67-24.51
Alpha -1.13 – -0.81
Mumbai & PGDM. He has worked with * S&P BSE 150 MidCap TRI Services 12.67 10.44 7.85-15.70
BNP Paribas Mutual Fund, IDFC Capital,
Materials 9.12 5.61 0.00-9.60
JP Morgan Services India and Calyon ,QYHVWPHQW,QIRUPDWLRQ
Bank. AMC : Axis Asset Management Company Chemicals 8.53 7.44 5.99-15.54
Website : http://www.axismf.com Capital Goods 7.89 10.51 0.12-7.89
Registrar : KFin Technologies Ltd.
Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 100 Equity
([SHQVHUDWLR  Exit Load : For units in excess of 10% of the investment, 88.46
1% will be charged for redemption within 365 days Debt
1.78 1.85 11.78
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 66.47 32.46 Cash Eq.
0.05 2.68 Direct 75.20 41.73 -0.24
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 21

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 DSP Small Cap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
June 2007
Style
Category box
Equity: Small Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 18.18 36.69 44.17 49.80 71.10 53.00 53.39 71.08 112.94 113.46
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 3.75 101.80 20.37 12.75 42.77 -25.33 0.74 33.12 58.90 0.46
+/- Index* (%) 16.74 43.01 17.06 9.49 -14.29 -1.71 9.18 5.23 -0.22 1.47
Rank (Fund/Category) 5/8 3/9 2/11 1/12 11/12 13/14 9/18 8/22 19/26 13/27
Net Assets (` Cr) 367 1,764 2,413 4,323 6,890 4,910 4,918 6,001 8,786 9,231
* S&P BSE 250 SmallCap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

It is a rare cocktail of a good historical track Total Stocks 70
,QYHVWPHQW6W\OH
record, one of the lowest portfolio market caps in Fund Category Avg Mkt Cap (` Cr) 6,561 *URZWK%OHQG9DOXH
the category and the reliability of a decade-old

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 2.91

&DSLWDOLVDWLRQ
fund manager. Portfolio P/E Ratio 17.26
Owning fundamentally strong companies with Large caps (%) 1.87
good management and at a reasonable valuation
Mid caps (%) 26.34
is the core strategy
ThisofPDFthe fund.
was Its P/E ratioTois Telegram
uploade one channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 71.79
of the lowest among peers.
1-Year 3-Year 5-Year 10-Year 15-Year
The fund has beaten both the benchmark and
an average peer in seven out of the last 10 years.
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
However, the fund is value conscious and
extremely patient with its conviction holdings even Fund Category Suprajit Engineering Automobile 1.51-4.07 3.51
when they are out of season, which translates into Triveni Eng. & Indus. Con. Staples 0.73-3.50 3.50
phases of underperformance when the markets
Cyient Technology 0.00-3.26 3.26
rally. It had one such phase in 2021. For the same
reason, its rating has now slipped to two stars. Ratnamani Met & Tubes Metal & Mng 2.23-3.69 3.22
However, the fund is a consistent outperformer Atul Chemicals 2.83-6.25 2.83
if one stretches the duration and looks at long- 1-Year 3-Year 5-Year 10-Year 15-Year
Chambal Fert & Chem. Chemicals 1.53-3.93 2.81
term returns.
5LVN0HDVXUHV K.P.R. Mill Textiles 1.41-3.53 2.77
PORTFOLIO MANAGER Fund Index* Cat Avg Nilkamal Materials 2.65-4.46 2.68
Abhishek Ghosh since September 2022. Mr. Standard Deviation 26.65 29.98 26.55 La Opala RG Materials 1.28-2.46 2.46
Ghosh is an MBA Fin., BE (Electronics) Sharpe Ratio 0.96 0.83 0.99
eClerx Services Services 0.53-2.64 2.40
Prior to joining DSP MF, he has worked with
Sortino Ratio 1.01 0.87 1.05
Motilal Oswal Securities, IDFC securities Ltd, BNP
Paribas, B&K Securities, Edelweiss Securities. R-Squared 0.97 – 0.94 7RS6HFWRU:HLJKWV 
Resham Jain since March 2018. Mr. Jain is a Beta 0.88 – 0.86 Fund Category 3Y-Range
B.Com, MS, FRM, CFP & CFA (US). Materials 14.74 7.93 0.00-16.38
Alpha 3.78 – 5.08
Prior to joining DSP MF, he has worked with B&K * S&P BSE 250 SmallCap TRI Chemicals 12.82 7.88 12.78-21.31
Securities, Jaihind Projects, Arvind Ltd, Anagram
Services 9.43 12.16 3.67-9.43
Knowledge Academy. ,QYHVWPHQW,QIRUPDWLRQ
Vinit Sambre since June 2010. Mr. Sambre AMC : DSP Investment Managers Pvt. Ltd. Con. Staples 8.86 5.94 2.60-8.86
is a B.Com and FCA. He has worked with Website : https://www.dspim.com/ Metals & Mining 7.82 4.62 6.93-10.27
DSP Merrill Lynch, IL&FS Investsmart, UTI Registrar : CAMS
Investment Advisory, among others. Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : 1% for redemption within 364 days 95.49
Debt
1.84 1.98 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 113.46 43.63 Cash Eq.
1.00 2.67 Direct 121.89 46.92 4.51
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

22 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Kotak Emerging Equity Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
March 2007
Style
Category box
Equity: Mid Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 13.14 24.61 26.68 29.44 42.10 37.17 40.46 49.32 72.64 76.37
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) -5.07 87.32 8.42 10.36 43.00 -11.66 8.86 21.89 47.31 5.13
+/- Index* (%) -2.73 27.12 -4.21 3.61 -9.67 1.28 7.98 -4.40 -1.34 1.48
Rank (Fund/Category) 20/20 2/19 9/20 4/20 11/21 9/22 4/24 20/28 13/30 6/32
Net Assets (` Cr) 52 378 833 1,218 3,021 3,494 5,888 9,016 17,529 23,224
* S&P BSE 150 MidCap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

Growth at a reasonable price is at the heart Total Stocks 71
,QYHVWPHQW6W\OH
of the fund’s strategy. Besides, it focuses Fund Category Avg Mkt Cap (` Cr) 32,911 *URZWK%OHQG9DOXH
on a sustainable business model, a

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Portfolio P/B Ratio 4.70

&DSLWDOLVDWLRQ
competitive edge, a strong balance sheet, Portfolio P/E Ratio 31.22
robust cash flows, good return ratios and Large caps (%) 19.70
reliable management.
Mid caps (%) 76.68
This second-biggest
This PDF was fund in the To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
uploade Small caps (%) 3.62
category has an asset size of over `23,000 1-Year 3-Year 5-Year 10-Year 15-Year
crore. Pankaj Tibrewal, the fund manager,
believes he has been able to successfully
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
manage the fund with the same investment
philosophy and style when the fund was Supreme Industries Materials 3.57-6.22 4.22
Fund Category
relatively smaller and more agile. 6FKDHIÀHU,QGLD CG 2.89-4.83 3.72
Barring 2020, it has managed to steer
Cummins India CG 1.23-3.62 3.62
ahead of its peers and the benchmark in
the last couple of years, including 2022, SKF India CG 0.82-3.71 3.32
with consistent long-term returns. If we look Persistent Systems Technology 0.89-4.87 3.23
at the five-year rolling returns, the fund has 1-Year 3-Year 5-Year 10-Year 15-Year Solar Industries India Chemicals 1.80-3.40 3.18
outperformed 99 per cent of the time ever
since it came into existence! 5LVN0HDVXUHV PI Industries Chemicals 2.28-4.30 3.16
This fund is a compelling choice, given Fund Index* Cat Avg Thermax CG 2.29-3.65 2.71
its impeccable track record and the fund Standard Deviation 24.53 25.11 23.93 Coromandel Intrn Chemicals 2.60-5.03 2.60
manager’s 12 years of credibility. Sharpe Ratio 0.85 0.88 0.82
Kajaria Ceramics Materials 1.89-3.09 2.54
Sortino Ratio 0.87 0.95 0.88
PORTFOLIO MANAGER
Pankaj Tibrewal since May 2010. R-Squared 0.98 – 0.95 7RS6HFWRU:HLJKWV 
Mr. Tibrewal is a B.Com (H) from Beta 0.97 – 0.93 Fund Category 3Y-Range
St.Xavier's College Kolkata and MBA Capital Goods 16.97 10.51 13.45-18.60
Alpha -0.40 – -0.81
(Finance) from Manchester University, U.K. * S&P BSE 150 MidCap TRI Financial 11.88 16.67 11.36-18.99
Prior to joining Kotak AMC he has worked
Chemicals 11.47 7.44 10.28-18.88
with Principal Asset Management Company ,QYHVWPHQW,QIRUPDWLRQ
as a fund manager. AMC : Kotak Mahindra Asset Management Materials 10.92 5.61 0.00-12.18
Website : https://www.kotakmf.com/ Con.Discretionary 10.31 4.09 3.40-12.19
Registrar : CAMS
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load : For units in excess of 10% of the investment, 92.74
1% will be charged for redemption within 365 days Debt
1.69 1.85 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 76.37 41.94 Cash Eq.
0.05 2.68 Direct 85.96 51.21 7.26
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 23

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Kotak Small Cap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
February 2005
Style
Category box
Equity: Small Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 28.69 49.93 53.61 58.36 84.06 69.51 73.02 98.00 167.52 162.37
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) -4.91 74.02 7.36 8.86 44.02 -17.22 5.04 34.21 70.94 -3.07
+/- Index* (%) 8.07 15.24 4.05 5.60 -13.04 6.40 13.48 6.32 11.83 -2.06
Rank (Fund/Category) 7/8 7/9 8/11 5/12 8/12 6/14 4/18 6/22 5/26 19/27
Net Assets (` Cr) 246 353 358 475 863 1,067 1,360 2,372 6,762 8,498
* S&P BSE 250 SmallCap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

Pankaj Tibrewal has been steering this fund Total Stocks 74
,QYHVWPHQW6W\OH
for over a decade. He likes to own stocks Fund Category Avg Mkt Cap (` Cr) 11,685 *URZWK%OHQG9DOXH
for the long term and believes in looking at

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 4.13

&DSLWDOLVDWLRQ
the valuation in conjunction with growth. Portfolio P/E Ratio 26.32
Thus, the portfolio has a low churn rate and Large caps (%) 4.20
high P/E as compared to its peers.
Mid caps (%) 50.42
When buying a stock,
This PDF was he prefers
uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 45.38
businesses that are leaders in their 1-Year 3-Year 5-Year 10-Year 15-Year
individual segments and have a strong
balance sheet and cash flows, with their
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
management demonstrating qualities like
integrity and capability. The fund remains Fund Category Carborundum Universal Metal & Mng 0.68-4.58 4.20
decently low on cash and has negligible Century Plyboards Materials 2.20-5.85 3.59
exposure to large caps.
Ratnamani Met & Tubes Metal & Mng 2.49-3.57 3.28
The fund started following the small-cap
strategy after SEBI’s categorisation rule in Galaxy Surfactants Chemicals 2.50-3.55 3.27
2017. Since then, it has consistently Cyient Technology 0.93-3.02 3.02
outperformed every single year. However, 1-Year 3-Year 5-Year 10-Year 15-Year Sheela Foam Con. Dis. 2.88-4.96 2.93
2022 was a mixed bag.
Although the fund started performing 5LVN0HDVXUHV Blue Star Con. Dis. 1.90-3.18 2.85
well at the beginning of 2022, it tailed off in Supreme Industries Materials 1.55-4.00 2.83
the second half. The fund trailed both the Standard Deviation 27.13 29.98 26.55 Garware Technical Fibre Textiles 0.00-2.80 2.80
category and the benchmark. But the gap Sharpe Ratio 1.00 0.83 0.99
Solar Industries India Chemicals 1.53-2.53 2.44
is not glaringly wide. However, its long-term
Sortino Ratio 1.03 0.87 1.05
performance remains unabated.
R-Squared 0.94 -- 0.94 7RS6HFWRU:HLJKWV 
PORTFOLIO MANAGER Beta 0.88 -- 0.86 Fund Category 3Y-Range
Pankaj Tibrewal since January 2010. Materials 15.32 7.93 0.00-18.71
Alpha 5.45 -- 5.08
Mr. Tibrewal is a B.Com (H) from * S&P BSE 250 SmallCap TRI Con. Dis. 13.12 4.52 7.87-19.70
St.Xavier's College Kolkata and MBA (Fin.)
Chemicals 11.89 7.88 9.85-17.84
from Manchester University, U.K. Prior to ,QYHVWPHQW,QIRUPDWLRQ
joining Kotak AMC, he has worked with AMC : Kotak Mahindra Asset Management Metals & Mining 10.40 4.62 6.27-10.85
Principal AMC as a fund manager. Website : https://www.kotakmf.com/ Capital Goods 9.46 11.93 8.15-14.74
Registrar : CAMS
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load : For units in excess of 10% of the investment, 96.68
1% will be charged for redemption within 365 days Debt
1.90 1.98 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 162.37 70.84 Cash Eq.
2.67 Direct 184.83 81.18 3.32
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

24 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Mirae Asset Midcap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
July 2019
Style
Category box
Equity: Mid Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated 
NAV (`) – – – – – – 11.27 14.00 20.78 21.80
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) – – – – – – – 24.28 48.43 4.90
+/- Index* (%) – – – – – – – -2.01 -0.22 1.26
Rank (Fund/Category) – – – – – – – 13/28 10/30 7/32
Net Assets (` Cr) – – – – – – 1,388 3,220 7,035 8,953
* S&P BSE 150 MidCap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

Although it is a newcomer, it has managed to Total Stocks 57
,QYHVWPHQW6W\OH
stay ahead of the benchmark and peers both Fund Category Avg Mkt Cap (` Cr) 34,273 *URZWK%OHQG9DOXH
in the bullish and bearish market phases

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 2.85

&DSLWDOLVDWLRQ
since its inception. Portfolio P/E Ratio 19.46
With a focus on growth-oriented Large caps (%) 19.39
businesses at a reasonable price, the fund
Mid caps (%) 72.58
looks for companies with a sustainable 1$ 1$ 1$
This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 8.04
business model, competitive advantages and 1-Year 3-Year 5-Year 10-Year 15-Year
competent management.
It keeps sector weights by and large in
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
line with the benchmark and within those
sectors, identifies stock ideas and takes The Federal Bank Financial 3.26-4.60 4.15
Fund Category
concentrated bets in high-conviction Bharat Forge Automobile 1.62-4.03 4.03
businesses.
Axis Bank Financial 2.38-4.29 3.98
Ankit Jain, who is at the helm of this fund,
has been with Mirae for more than seven Shriram Finance Financial 1.02-4.03 3.51
years now. He joined Neelesh Surana as a 1$ 1$ 1$ TVS Motor Company Automobile 1.79-4.09 3.37
co-manager of their flagship scheme Mirae 1-Year 3-Year 5-Year 10-Year 15-Year NTPC Energy 1.33-3.09 2.98
Asset Emerging Bluechip Fund around four
years back. With the credibility of Mirae and 5LVN0HDVXUHV PFC Financial 1.34-2.77 2.77
the expert guidance of its CIO Neelesh Fund Index* Cat Avg Jindal Steel & Power Metal & Mng 0.00-3.74 2.54
Surana, the fund is a promising gateway to Standard Deviation 23.61 25.11 23.93 Bayer CropScience Chemicals 0.00-2.71 2.41
investing in mid caps. Sharpe Ratio 0.91 0.88 0.82
Page Industries Textiles 0.05-3.34 2.40
Sortino Ratio 0.95 0.95 0.88
PORTFOLIO MANAGER
Ankit Jain since July 2019. Mr. Jain is a R-Squared 0.96 – 0.95 7RS6HFWRU:HLJKWV 
B.Tech (ICT) and MBA (Fin). Prior to joining Beta 0.92 – 0.93 Fund Category 3Y-Range
Mirae Asset MF as a research analyst he Financial 19.38 16.67 18.17-27.63
Alpha 1.17 – -0.81
was associated with Equirius Securities & * S&P BSE 150 MidCap TRI Automobile 11.35 9.95 7.88-12.64
Infosys. He has more than five years of
Healthcare 10.84 8.09 7.82-14.12
professional experience and his primary ,QYHVWPHQW,QIRUPDWLRQ
responsibility includes investment analysis AMC : Mirae Asset Investment Managers Materials 7.67 5.61 0.00-10.03
and fund management. Website : http://www.miraeassetmf.co.in Capital Goods 7.54 10.51 6.48-8.72
Registrar : KFin Technologies Ltd.
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load : 1% for redemption within 365 days 98.45
Debt
1.79 1.85 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 21.80 20.02 Cash Eq.
0.05 2.68 Direct 22.92 21.08 1.45
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 25

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 SBI Small Cap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
September 2009
Style
Category box
Equity: Small Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated       
NAV (`) 13.64 28.74 34.65 35.10 62.71 50.40 53.48 71.45 105.44 114.02
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 7.85 110.66 20.56 1.29 78.66 -19.53 6.10 33.62 47.56 8.14
+/- Index* (%) 20.84 51.88 17.25 -1.97 21.59 4.09 14.54 5.73 -11.55 9.16
Rank (Fund/Category) – 1/9 1/11 9/12 1/12 8/14 3/18 7/22 25/26 3/27
Net Assets (` Cr) 13 191 786 719 943 1,438 3,156 6,628 11,250 15,335
* S&P BSE 250 SmallCap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund primarily follows a blend of growth Fund Category Total Stocks 52
,QYHVWPHQW6W\OH
and value styles of investing, with a bottom- Avg Mkt Cap (` Cr) 10,259 *URZWK%OHQG9DOXH
up approach to stock-picking. The business

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 4.64

&DSLWDOLVDWLRQ
model, management quality and valuations Portfolio P/E Ratio 28.67
are primary considerations when it comes Large caps (%) –
to selecting companies. 1$
Mid caps (%) 57.29
Ideally, theThis
fundPDF
manager prefers toTo Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
was uploade Small caps (%) 42.71
build high-conviction portfolios of 30 or
1-Year 3-Year 5-Year 10-Year 15-Year
fewer holdings. However, with an increase
in the fund’s size, the number of stocks has
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
also risen. But even with around 50
holdings currently, the fund still has a Fund Category Blue Star Con. Dis 1.91-3.90 3.76
higher conviction-driven portfolio than those Lemon Tree Hotels Services 0.53-3.29 3.29
of peers.
Vedant Fashions Services 0.00-4.15 3.15
The fund has been a wealth creator for
investors for a long time now. In 2022 also, Elgi Equipments CG 1.30-5.37 3.10
it outperformed both the benchmark and 1$ Triveni Turbine CG 1.80-3.45 2.89
category average by a wide margin. 1-Year 3-Year 5-Year 10-Year 15-Year Fine Organic Industries Chemicals 0.69-3.37 2.85
However, investors should not extrapolate
this blockbuster performance, as it was 5LVN0HDVXUHV V-Guard Industries Con. Dis. 0.00-4.17 2.80
partly due to its size advantage in the past. Fund Index* Cat Avg Carborundum Universal Metal & Mng. 2.42-4.53 2.75
Its track record and the reliability of the Standard Deviation 23.56 29.98 26.55 Sheela Foam Con. Dis. 1.98-4.90 2.64
fund manager make this a compelling Sharpe Ratio 1.05 0.83 0.99
Timken India CG 1.84-2.99 2.56
choice for those who want to have an
Sortino Ratio 1.13 0.87 1.05
aggressive tilt to their portfolio.
R-Squared 0.95 – 0.94 7RS6HFWRU:HLJKWV 
PORTFOLIO MANAGER Beta 0.76 – 0.86 Fund Category 3Y-Range
R Srinivasan since November 2013. Services 17.66 12.16 5.21-17.66
Alpha 5.80 – 5.08
Mr. Srinivasan is M.Com and MFM. Prior to * S&P BSE 250 SmallCap TRI Con. Dis. 13.97 4.52 6-17.1
joining SBI Mutual Fund, he has worked
Capital Goods 13.96 11.93 11.56-18.67
with Principal AMC, Oppenheimer & Co, ,QYHVWPHQW,QIRUPDWLRQ
Indosuez WI Carr and Motilal Oswal. AMC : SBI Funds Management Ltd Metals & Mining 8.09 4.62 4.5-9.58
Website : http://www.sbimf.com Financial 7.36 13.59 2.59-13.8
Registrar : CAMS
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : 1% for redemption within 365 days 94.57
Debt
1.84 1.98 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 114.02 67.36 Cash Eq.
1.00 2.67 Direct 127.33 86.91 5.43
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

26 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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freedom to invest in companies of different sizes. Hence, they can be

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
This list features our picks from flexi-cap funds, large- and mid-cap

` Parag Parikh Flexi Cap Fund

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
the core of your equity portfolio. When you invest for five years or

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
funds, and value/contra funds. These funds have a high degree of

above in these funds, you can expect gains that comfortably beat

` Mirae Asset Focused Fund

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

` SBI Focused Equity Fund

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
inflation and are also higher than fixed-income options. But be

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

` Mirae Asset Emerging

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
prepared for ups and downs in your investment value along „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

` Tata Equity PE Fund

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

Bluechip Fund
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the way. Make sure you invest only through SIPs.

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` Kotak Equity Opportunities

` Invesco India Contra Fund
„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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` ICICI Prudential Value

` Kotak Flexicap Fund

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

` Axis Flexi Cap Fund

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Discovery Fund
„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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Fund
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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Axis Flexi Cap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
November 2017
Style
Category box
Equity: Flexi Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated   
NAV (`) – – – – 10.16 10.88 12.75 15.21 19.52 17.82
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) – – – – – 7.05 17.19 19.29 28.34 -8.71
+/- Index* (%) – – – – – 8.85 8.21 0.88 -3.30 -13.47
Rank (Fund/Category) – – – – – 1/46 3/51 13/62 41/56 61/63
Net Assets (` Cr) – – – – 2,304 2,943 5,401 7,451 10,984 11,213
* S&P BSE 500 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The AMC uses a bottom-up approach for Fund Category Total Stocks 58
,QYHVWPHQW6W\OH
investing in stocks at an inflexion point. The Avg Mkt Cap (` Cr) 1,89,213 *URZWK%OHQG9DOXH
fund has a large-cap bias, with stocks

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 5.50

&DSLWDOLVDWLRQ
among the top 100 (by market cap) making Portfolio P/E Ratio 32.27
1$ 1$
up over 90 per cent of its portfolio until mid- Large caps (%) 79.71
2021, which has steadily declined to slightly
Mid caps (%) 15.36
less than 80This
per cent
PDF since then. Also,
was uploade ToitTelegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 4.93
diversified into more companies.
1-Year 3-Year 5-Year 10-Year 15-Year
This fund carries a quality bias and
doesn't mind paying a premium for it, which
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
is reflected in its higher portfolio P/E ratio Fund Category
than those of its peers. Thus, when the ICICI Bank Financial 2.83-10.04 10.04
market turned in favour of value themes Bajaj Finance Financial 4.42-10.10 8.41
and deep-value stocks in 2021, the fund
Infosys Technology 3.17-9.08 6.92
underperformed. So, it may witness such
phases intermittently. However, the fund 1$ 1$ Avenue Supermarts Services 5.00-8.37 6.46
house has established a successful track HDFC Bank Financial 5.43-9.76 6.35
long-term record over the last decade by 1-Year 3-Year 5-Year 10-Year 15-Year Kotak Mahindra Bank Financial 2.33-8.79 3.47
religiously sticking to its guns.
5LVN0HDVXUHV Mahindra & Mahindra Automobile 0.00-3.19 3.10
PORTFOLIO MANAGER Fund Index* Cat Avg TC Technology 2.36-6.76 2.95
Shreyash Devalkar since October 2017. Standard Deviation 19.29 22.80 21.79 Krishna Inst.of Med Sce Healthcare 0.00-1.95 1.90
Mr. Devalkar is a B.Tech from UDCT Sharpe Ratio 0.49 0.68 0.60
State Bank of India Financial 0.00-1.89 1.79
Mumbai and PGDM (Management) from
Sortino Ratio 0.62 0.79 0.68
JBIMS Mumbai University. Prior to joining
Axis MF, he has worked with BNP Paribas R-Squared 0.88 – 0.94 7RS6HFWRU:HLJKWV 
MF as a fund manager, IDFC Capital, JP Beta 0.79 – 0.92 Fund Category 3Y-Range
Morgan Services India and Calyon Bank. Financial 34.07 29.64 27.35-44.35
Alpha -2.87 – -1.12
* S&P BSE 500 TRI Technology 10.96 9.66 6.75-20.64
,QYHVWPHQW,QIRUPDWLRQ Services 9.27 5.83 5.00-11.75
AMC : Axis Asset Management Co. Automobile 7.38 7.68 1.10-7.85
Website : http://www.axismf.com
Chemicals 7.35 2.42 5.35-9.17
Registrar : KFin Technologies Ltd.
Min Inv (`) : 500
Min SIP Inv (`) : 100
7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Equity
Exit Load : For units in excess of 10% of the invest.
([SHQVHUDWLR  1% will be charged for redemption within 365 days
89.51
Debt
1.82 2.08 10.93
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 17.82 13.49 Cash Eq.
0.27 2.72 Direct 19.17 14.55 -0.44
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 29

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 ICICI Prudential Value Discovery Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
August 2004
Style
Category box
Equity: Value Oriented

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 62.15 107.99 113.86 119.11 147.48 141.25 142.09 174.59 241.84 278.00
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 8.31 73.76 5.44 4.61 23.82 -4.20 0.59 22.87 38.52 14.95
+/- Index* (%) 0.76 39.55 7.39 -0.41 -9.46 -6.81 -10.32 6.03 11.99 8.92
Rank (Fund/Category) 2/12 3/12 3/12 8/16 16/17 8/17 13/20 5/20 6/21 3/26
Net Assets (` Cr) 3,052 8,075 11,065 14,919 17,622 16,187 14,912 17,443 22,276 27,795
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

When it comes to identifying undervalued Total Stocks 70
,QYHVWPHQW6W\OH
stocks, this value-oriented fund uses a bottom- Fund Category Avg Mkt Cap (` Cr) 1,43,054 *URZWK%OHQG9DOXH
up approach. It focuses on large-cap stocks,

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Portfolio P/B Ratio 1.76

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with a smaller allocation to mid-cap stocks Portfolio P/E Ratio 13.25
(typically less than 20 per cent) and has rarely Large caps (%) 78.51
exceeded an allocation of 7 per cent to small-
Mid caps (%) 15.21
cap stocks. This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 6.29
Its fund manager Sankaran Naren has over 1-Year 3-Year 5-Year 10-Year 15-Year
33 years of experience in the equity markets
and has a long-standing focus on value
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
investing. Under Naren's leadership, the fund's Fund Category
portfolio has become more sharply focused on ONGC Energy 0.00-8.77 8.37
valuations. He had been managing the fund for Sun Pharma. Industries Healthcare 7.38-10.25 7.46
almost five years when the fund was launched
NTPC Energy 4.62-8.63 6.26
back in 2004 and took up the mantle again in
early 2021. ICICI Bank Financial 0.00-6.17 4.74
In recent years, following the 2020 crash, the Bharti Airtel Cmunction 4.33-8.39 4.33
fund’s performance has enhanced. However, its 1-Year 3-Year 5-Year 10-Year 15-Year Axis Bank Financial 0.00-5.50 3.42
value-oriented approach means that it may
experience patches of underperformance during 5LVN0HDVXUHV Infosys Technology 1.71-9.80 3.40
market downturns. Investors with a long-term Fund Index* Cat Avg HDFC Bank Financial 0.00-4.03 3.31
horizon and the ability to hold on during such Standard Deviation 20.11 22.45 22.59 State Bank of India Financial 0.00-3.24 2.51
periods may be suitable for this fund. Sharpe Ratio 1.04 0.62 0.74
HCL Technologies Technology 0.69-4.06 2.50
Sortino Ratio 1.18 0.76 0.86
PORTFOLIO MANAGER
Sankaran Naren since January 2021. Mr. Naren R-Squared 0.90 -- 0.91 7RS6HFWRU:HLJKWV 
is a B.Tech from IIT Chennai and MBA (Fin)from Beta 0.85 -- 0.96 Fund Category 3Y-Range
IIM Kolkata. Prior to joining ICICI Pru. AMC, he Financial 20.24 23.36 5.44-22.85
Alpha 9.05 -- 3.26
has worked with Refco Sify Securities, HDFC * S&P BSE 100 TRI Energy 16.48 10.53 9.97-19.98
Securities & Yoha Securities.
Healthcare 12.97 4.79 9.26-13.22
Dharmesh Kakkad since January 2021. Mr. ,QYHVWPHQW,QIRUPDWLRQ
Kakkad is B.com., CA & CFA. He is associated with AMC : ICICI Prudential Asset Management Technology 8.47 14.24 2.64-19.88
ICICI Pru. AMC from June 2010. Prior to working in Website : http://www.icicipruamc.com Automobile 7.07 6.59 4.75-10.73
the Dealing function, he was working in the Registrar : CAMS.
Operations Department of ICICI Prudential AMC. Min Inv (`) : 1,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 100 Equity
([SHQVHUDWLR  Exit Load : 1% for redemption within 365 days 89.71
Debt
1.73 1.94 1.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 278.00 32.72 Cash Eq.
0.12 2.66 Direct 301.37 79.64 9.29
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

30 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Invesco India Contra Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
April 2007
Style
Category box
Equity: Value Oriented

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 18.17 29.61 30.80 32.87 47.87 46.31 49.06 59.45 77.03 79.95
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 4.67 62.96 4.02 6.72 45.63 -3.24 5.94 21.18 29.57 3.79
+/- Index* (%) -2.89 28.75 5.97 1.70 12.36 -5.85 -4.98 4.34 3.04 -2.24
Rank (Fund/Category) 8/12 5/13 6/13 7/14 4/14 7/17 7/20 6/20 18/21 16/26
Net Assets (` Cr) 47 124 884 306 919 3,084 4,596 6,010 8,556 9,902
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

This contrarian fund aims to identify and invest in Total Stocks 57
,QYHVWPHQW6W\OH
companies in a turnaround phase, growth stocks Fund Category Avg Mkt Cap (` Cr) 1,78,112 *URZWK%OHQG9DOXH
trading below their intrinsic value and high-growth

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.12

&DSLWDOLVDWLRQ
companies that are experiencing temporary Portfolio P/E Ratio 21.94
difficulties due to company-specific events or Large caps (%) 74.53
negative sentiment about a sector. It focuses on
Mid caps (%) 20.50
companies with Thisa strong
PDF wasreturn on equity
uploade Toand
Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 4.97
cash-flow conversion while avoiding value traps. 1-Year 3-Year 5-Year 10-Year 15-Year
It is willing to hold onto a contrarian bet for a
long time, waiting for the pessimism to turn into
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
optimism as reflected in valuations. It also follows Fund Category
a disciplined approach to profit booking in stocks HDFC Bank Financial 6.50-9.85 8.84
that have transitioned from ‘value’ to ‘growth’. ICICI Bank Financial 6.39-9.14 8.63
However, the emphasis remains on the 'value'
Infosys Technology 5.42-7.72 6.76
theme, given that it has at least 60 per cent of its
portfolio at all times. Reliance Industries Energy 3.66-10.57 6.01
The fund has a long-term track record of State Bank of India Financial 0.00-4.88 4.13
consistent performance but has struggled to keep 1-Year 3-Year 5-Year 10-Year 15-Year Axis Bank Financial 0.00-4.93 3.26
up with its peers in the last two calendar years.
5LVN0HDVXUHV Larsen & Toubro Construction 0.00-4.03 3.02
PORTFOLIO MANAGER Fund Index* Cat Avg Sun Pharma Industries Healthcare 2.22-3.90 2.95
Dhimant Kothari since May 2020.Mr. Kothari is Standard Deviation 22.39 22.45 22.59 NTPC Energy 0.00-2.92 2.92
a CA & holds a Commerce degree. In his last Sharpe Ratio 0.68 0.62 0.74
Hindustan Unilever Con. Staples 0.00-2.49 2.15
assignment, he was working as Senior Manager
Sortino Ratio 0.73 0.76 0.86
– Research with Credit Analysis & Research, His
other assignments include Lotus India Asset R-Squared 0.95 – 0.91 7RS6HFWRU:HLJKWV 
Mngmnt & CRISIL. Beta 0.97 – 0.96 Fund Category 3Y-Range
Taher Badshah since January 2017. Mr. Taher Financial 30.83 23.36 23.63-34.93
Alpha 1.74 – 3.26
Badshah is a B.E (Electronics) & MMS (Fin) from * S&P BSE 100 TRI Technology 11.28 14.24 10.07-13.66
the University of Mumbai.
Energy 9.98 10.53 7.53-18.75
Prior to joining Invesco Asset Management, he ,QYHVWPHQW,QIRUPDWLRQ
has worked with Motilal Oswal AMC, Aditya Birla AMC : Invesco Asset Management (India) Automobile 8.20 6.59 5.35-10.26
Sun Life MF, Kotak Mahindra and ICICI Website : http://www.invescomutualfund.com Healthcare 6.85 4.79 5.80-10.89
Prudential AMC. Registrar : KFin Technologies Ltd.
Min Inv (`) : 1,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : For units in excess of 10% of the investment, 97.78
1% will be charged for redemption within 365 days Debt
1.75 1.94 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 79.95 32.63 Cash Eq.
0.12 2.66 Direct 91.04 42.44 2.22
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 31

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Kotak Equity Opportunities Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
September 2004
Style
Category box
Equity: Large & MidCap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 52.32 78.45 81.02 88.79 119.75 113.03 127.90 148.96 194.27 207.84
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 4.23 49.95 3.27 9.59 34.87 -5.59 13.16 16.46 30.42 6.99
+/- Index* (%) -2.88 14.29 3.73 4.06 0.69 -6.73 2.88 3.18 -2.02 1.28
Rank (Fund/Category) 14/18 9/18 11/19 7/20 17/21 10/21 4/24 12/27 26/29 6/28
Net Assets (` Cr) 580 644 703 1,004 2,338 2,373 2,928 4,633 8,663 11,662
* S&P BSE Large Mid Cap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund follows the growth-at-reasonable- Fund Category Total Stocks 65
,QYHVWPHQW6W\OH
price (GARP) investment style and does Avg Mkt Cap (` Cr) 1,20,758 *URZWK%OHQG9DOXH
not take active cash calls. So, it stays fully

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.69

&DSLWDOLVDWLRQ
invested at all times. Previously, its portfolio Portfolio P/E Ratio 24.73
was made up of 20–30 per cent mid-cap Large caps (%) 62.07
stocks but it underperformed its flexi-cap
Mid caps (%) 36.53
peers. In 2017–2018,
This PDF thewas
fund was To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
uploade Small caps (%) 1.40
reclassified as a large and mid-cap fund.
1-Year 3-Year 5-Year 10-Year 15-Year
So, it reduced its large-cap holdings and
allocated around 40 per cent of its portfolio
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
to mid caps. Fund Category
The fund has a long history of practising State Bank of India Financial 0.00-5.68 5.68
the buy-and-hold approach, coupled with ICICI Bank Financial 3.02-6.79 5.68
some timely shifts. This tenet helped it
Axis Bank Financial 1.72-4.62 4.48
perform well in 2022, despite having
underwhelming returns in the previous year Reliance Industries Energy 2.54-7.61 3.98
as compared to those of its peers. It Larsen & Toubro Construction 2.27-4.16 3.38
continues to have one of the lowest 1-Year 3-Year 5-Year 10-Year 15-Year Infosys Technology 3.02-6.28 3.22
expenses in the category, making it an
appealing choice for a growth-oriented 5LVN0HDVXUHV Maruti Suzuki India Automobile 0.00-3.08 3.08
portfolio. Fund Index* Cat Avg SRF 'LYHUVL¿HG 3.04-4.25 3.04
Standard Deviation 21.32 22.24 22.89 ITC Con.Staples 0.00-2.93 2.77
PORTFOLIO MANAGER Sharpe Ratio 0.70 0.64 0.66
Bharat Forge Automobile 0.00-2.58 2.58
Harsha Upadhyaya since August 2012.
Sortino Ratio 0.73 0.75 0.72
Mr. Upadhyaya is a B.E (Mechanicial) from
NIT Suratkal, PGDM from IIM Lucknow and R-Squared 0.95 – 0.92 7RS6HFWRU:HLJKWV 
CFA from the CFA Institute, USA. Prior to Beta 0.92 – 0.97 Fund Category 3Y-Range
joining Kotak Mutual fund, he has worked Financial 23.14 26.47 9.63-28.25
Alpha 1.24 – 0.62
with DSP Mutual Fund and UTI AMC. * S&P BSE Large Mid Cap TRI Capital Goods 13.16 5.87 6.89-14.20
Automobile 9.05 8.58 0.00-9.05
,QYHVWPHQW,QIRUPDWLRQ
AMC : Kotak Mahindra Asset Management Energy 7.02 6.36 6.38-15.82
Website : https://www.kotakmf.com/ Chemicals 5.46 4.19 4.70-6.31
Registrar : CAMS
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load : For units in excess of 10% of the investment, 96.82
1% will be charged for redemption within 365 days Debt
1.79 2.07 0.51
MIN FUND MEDIAN MAX
NAV : Growth IDCW
Cash &
Regular 207.84 36.26 Cash Eq.
0.15 2.58 Direct 231.91 40.92 2.67
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

32 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Kotak Flexicap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
September 2009
Style
Category box
Equity: Flexi Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 14.06 22.19 22.85 25.01 33.58 33.29 37.38 41.78 52.38 55.00
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 6.13 57.87 2.96 9.44 34.31 -0.88 12.28 11.79 25.37 5.00
+/- Index* (%) 1.20 18.94 2.51 4.29 -3.30 0.92 3.30 -6.62 -6.26 0.23
Rank (Fund/Category) 17/49 13/49 23/47 7/50 33/51 8/46 15/51 37/62 44/56 13/63
Net Assets (` Cr) 325 1,556 3,948 7,181 17,041 21,719 29,598 33,462 37,661 38,295
* S&P BSE 500 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund follows a top-down approach for Total Stocks 49
,QYHVWPHQW6W\OH
identifying sectors likely to outperform the Fund Category Avg Mkt Cap (` Cr) 2,01,463 *URZWK%OHQG9DOXH
broader market and then, uses a bottom-up

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.47

&DSLWDOLVDWLRQ
approach for selecting stocks within those Portfolio P/E Ratio 24.28
sectors. It looks for businesses with proven Large caps (%) 77.26
business models that are scalable, capital-
Mid caps (%) 22.38
efficient andThis
havePDF
a reasonable competitive
was uploade
1$
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Small caps (%) 0.37
edge but also applies a valuation filter to 1-Year 3-Year 5-Year 10-Year 15-Year
avoid overpaying. The portfolio generally
has a low turnover, with about 45–50
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
stocks, which was about 60 or more prior
to 2021. Fund Category ICICI Bank Financial 5.14-10.01 9.85
It displays a strong buy-and-hold Reliance Industries Energy 5.21-10.21 6.35
strategy, maintaining a low cash level
Infosys Technology 3.39-8.22 5.98
usually at around 2 per cent. The fund has
a fairly consistent long-term track record State Bank of India Financial 1.11-5.19 5.19
without being a top performer in strong 1$ Larsen & Toubro Construction 3.34-5.11 5.04
markets or a bottom performer in weak 1-Year 3-Year 5-Year 10-Year 15-Year
Ultratech Cement Materials 2.87-6.16 4.99
markets.
Despite sustained net outflows since 5LVN0HDVXUHV SRF 'LYHUVL¿HG 2.21-5.77 4.85
June 2020, its AUM has increased due to Fund Index* Cat Avg HDFC Bank Financial 4.25-6.35 4.83
returns generated by existing assets. This Standard Deviation 21.65 22.80 21.79 Axis Bank Financial 2.93-5.04 4.66
should help the fund become flexible and Sharpe Ratio 0.54 0.68 0.60
Bharat Electronics CG 1.28-4.09 3.65
nimble-footed over time, allaying any
Sortino Ratio 0.57 0.79 0.68
concerns related to the impact of its large
AUM on its alpha-generating ability. R-Squared 0.98 – 0.94 7RS6HFWRU:HLJKWV 
Beta 0.94 – 0.92 Fund Category 3Y-Range
PORTFOLIO MANAGER Financial 30.20 29.64 23.80-37.01
Alpha -2.78 – -1.12
Harsha Upadhyaya since August 2012. * S&P BSE 500 TRI Energy 8.83 6.43 8.40-17.05
Mr. Upadhyaya is a B.E (Mechanicial) from ,QYHVWPHQW,QIRUPDWLRQ Technology 8.70 9.66 6.72-13.38
NIT Suratkal, PGDM from IIM Lucknow and
AMC : Kotak Mahindra Asset Management Automobile 7.75 7.68 3.55-7.80
CFA from the CFA Institute, USA. Prior to
Website : https://www.kotakmf.com/
joining Kotak Mutual fund, he has worked Materials 6.89 4.60 0.00-8.57
Registrar : CAMS
with DSP Mutual Fund and UTI AMC.
Min Inv (`) : 5,000
Min SIP Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Equity
Exit Load : For units in excess of 10% of the inves.1% will
([SHQVHUDWLR  be charged for red within 365 days
98.3
Debt
1.57 2.08 NAV : Growth IDCW 0.14
MIN FUND MEDIAN MAX
Regular 55.00 33.21 Cash &
Cash Eq.
0.27 2.72 Direct 60.60 37.01 1.56
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 33

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Mirae Asset Emerging Bluechip Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
July 2010
Style
Category box
Equity: Large & MidCap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 15.10 27.87 31.80 35.66 53.14 50.26 57.66 70.58 98.19 96.77
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 8.61 84.62 14.08 12.17 49.01 -5.39 14.72 22.40 39.13 -1.45
+/- Index* (%) 1.50 48.96 14.53 6.63 14.83 -6.53 4.43 9.11 6.69 -7.15
Rank (Fund/Category) 5/18 2/18 1/19 2/20 4/21 9/21 2/24 5/27 11/29 19/28
Net Assets (` Cr) 176 650 1,190 2,921 5,364 6,340 9,516 14,302 21,972 24,643
* S&P BSE Large Mid Cap TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund follows the growth-at-a-reasonable Fund Category Total Stocks 71
,QYHVWPHQW6W\OH
price or GARP strategy that aims to hold high- Avg Mkt Cap (` Cr) 1,01,992 *URZWK%OHQG9DOXH
quality businesses at reasonable prices over

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.19

&DSLWDOLVDWLRQ
an extended period. It is value-conscious Portfolio P/E Ratio 20.96
within the large and mid-cap category, as its Large caps (%) 53.63
P/E ratio has consistently been lower than its 1$
Mid caps (%) 41.89
category average.
ThisIt PDF
has traditionally
was uploade heldTo
a Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 4.48
diversified portfolio of around 60 stocks, which
1-Year 3-Year 5-Year 10-Year 15-Year
steadily increased to around 70 in the last two
years. It follows the buy-and-hold approach for
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
the most part, with a blend of opportunistic Fund Category
entries and exits happening in a few cases. HDFC Bank Financial 5.13-7.47 5.68
The fund has consistently outperformed its ICICI Bank Financial 4.09-6.56 5.09
benchmark and category over longer
Axis Bank Financial 3.27-5.13 4.45
investment horizons, such as five- and seven-
year periods, delivered strong returns in both Infosys Technology 2.51-5.51 3.98
bull and bear markets and contained losses 1$ Reliance Industries Energy 0.03-5.59 3.94
well during market crashes. However, to 1-Year 3-Year 5-Year 10-Year 15-Year State Bank of India Financial 2.35-4.53 3.58
contain the influence of strong inflows, it
continues to restrict fresh inflows up to a 5LVN0HDVXUHV SKF India CG 0.80-3.03 2.81
maximum of `2,500 as a SIP per month. Fund Index* Cat Avg Bharat Forge Automobile 0.00-2.55 2.55
Standard Deviation 22.54 22.24 22.89 Bharti Airtel Cmunction 0.00-3.44 2.41
PORTFOLIO MANAGER Sharpe Ratio 0.72 0.64 0.66
Gujarat State Petronet Energy 1.83-2.52 2.21
Neelesh Surana since May 2010. Mr. Surana
Sortino Ratio 0.79 0.75 0.72
is B.E (Mechanical) & MBA in Finance. Prior to
joining Mirae Asset AMC, he has worked with R-Squared 0.96 – 0.92 7RS6HFWRU:HLJKWV 
ASK Investment Managers. Beta 0.98 – 0.97 Fund Category 3Y-Range
Ankit Jain since January 2019. Mr. Jain is a Financial 28.38 26.47 26.91-34.28
Alpha 1.70 – 0.62
B.Tech (ICT) & MBA (Fin). Prior to joining * S&P BSE Large Mid Cap TRI Automobile 9.46 8.58 5.73-10.05
Mirae Asset MF (Sep. 7, 2015) as a Research
Energy 9.36 6.36 6.50-11.85
Analyst, he was associated with Equirius ,QYHVWPHQW,QIRUPDWLRQ
Securities & Infosys. He has more than five AMC : Mirae Asset Investment Managers Technology 8.22 8.31 6.95-11.80
years of professional experience and his Website : http://www.miraeassetmf.co.in Healthcare 7.47 7.76 7.47-10.89
primary responsibility includes investment Registrar : KFin Technologies Ltd.
analysis and fund management. Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load : 1% for redemption within 365 days 99.06
Debt
1.75 2.07 0.00
MIN MAX NAV : Growth IDCW
FUND MEDIAN Cash &
Regular 96.77 41.38 Cash Eq.
0.15 2.58 Direct 106.32 69.40 0.94
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

34 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Mirae Asset Focused Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
May 2019
Style
Category box
Equity: Flexi Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated 
NAV (`) – – – – – – 11.82 14.33 20.00 18.64
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) – – – – – – – 21.23 39.56 -6.80
+/- Index* (%) – – – – – – – 2.82 7.93 -11.56
Rank (Fund/Category) – – – – – – – 7/62 11/56 57/63
Net Assets (` Cr) – – – – – – 2,428 4,508 8,256 9,128
* S&P BSE 500 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

Like other Mirae equity funds, it seeks out Total Stocks 30
Fund Category ,QYHVWPHQW6W\OH
businesses with large market opportunities, Avg Mkt Cap (` Cr) 1,45,162 *URZWK%OHQG9DOXH
sustainable competitive advantages and

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.95

&DSLWDOLVDWLRQ
good corporate governance. The fund runs 1$ 1$ 1$ Portfolio P/E Ratio 27.44
a diversified portfolio and follows a tactical Large caps (%) 62.39
approach with active monitoring and a
Mid caps (%) 32.97
margin of safety. It used
This PDF to uploade
was have a slightly
To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 4.65
lower allocation to large caps than its peers 1-Year 3-Year 5-Year 10-Year 15-Year
and a slightly higher allocation to mid caps,
with an average P/E that is lower than the
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
median in its category. However, this trend Fund Category
has moderated over the past year. Although HDFC Bank Financial 7.25-11.02 10.40
its expense ratio saw a rise in recent ICICI Bank Financial 5.37-9.09 8.90
months, it continues to be lower than many
Infosys Technology 4.70-9.79 8.28
of its peers.
In 2022, Mirae's equity funds struggled, 1$ 1$ 1$ Reliance Industries Energy 3.05-10.13 5.60
with this fund being no exception. However, Axis Bank Financial 0.00-5.65 5.48
this should not be a concern, given the Bharti Airtel Cmunction 0.00-4.77 4.67
1-Year 3-Year 5-Year 10-Year 15-Year
AMC’s track record over longer holding
periods. It is suitable for investors having a 5LVN0HDVXUHV State Bank of India Financial 0.00-5.47 3.48
long-term investment horizon and seeking Fund Index* Cat Avg Orient Electric Con. Dis 0.00-3.59 3.34
a blend of value and growth in a focused Standard Deviation 22.70 22.80 21.79 Maruti Suzuki India Automobile 0.00-4.37 3.32
portfolio. Sharpe Ratio 0.63 0.68 0.60
SBI Cards & Payment Financial 0.00-3.65 3.29
Sortino Ratio 0.69 0.79 0.68
PORTFOLIO MANAGER
Gaurav Misra since April 2019. Mr. Misra R-Squared 0.95 – 0.94 7RS6HFWRU:HLJKWV 
has done BA Eco. (Hons.) and MBA, IIM Beta 0.97 – 0.92 Fund Category 3Y-Range
Lucknow. Mr. Misra has over 24 years of Financial 36.21 29.64 27.73-36.35
Alpha -0.76 – -1.12
experience in investment management & * S&P BSE 500 TRI Technology 10.1 9.66 7.6-15.02
equity research functions. Prior to joining
Energy 9.69 6.43 8.81-15.07
Mirae Asset MF, he has worked as Senior ,QYHVWPHQW,QIRUPDWLRQ
Portfolio Manager with ASK Investment AMC : Mirae Asset Investment Managers Automobile 8.28 7.68 5.19-10.57
Managers. Website : http://www.miraeassetmf.co.in Healthcare 7.44 5.94 6.07-8.74
Registrar : KFin Technologies Ltd.
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load : 1% for redemption within 365 days 96.85
Debt
1.76 2.08 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 18.64 18.65 Cash Eq.
0.27 2.72 Direct 19.68 19.68 3.15
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 35

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Parag Parikh Flexi Cap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
May 2013
Style
Category box
Equity: Flexi Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated       
NAV (`) 11.12 16.11 17.55 18.12 23.45 23.35 26.72 35.34 51.43 47.71
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) – 44.82 8.94 3.28 29.36 -0.43 14.43 32.29 45.51 -7.23
+/- Index* (%) – 5.89 8.49 -1.88 -8.24 1.37 5.45 13.88 13.88 -11.99
Rank (Fund/Category) – 34/49 7/47 27/50 45/51 6/46 8/51 2/62 3/56 58/63
Net Assets (` Cr) 323 563 644 661 987 1,453 2,585 6,393 19,933 28,546
* S&P BSE 500 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

This value-oriented fund can invest up to one- Fund Category Total Stocks 29
,QYHVWPHQW6W\OH
third of its assets in international stocks. It has Avg Mkt Cap (` Cr) 3,11,133 *URZWK%OHQG9DOXH
a relatively concentrated portfolio, typically

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.05

&DSLWDOLVDWLRQ
containing 25–30 stocks and is not afraid of Portfolio P/E Ratio 16.78
holding cash positions if it is dissatisfied with Large caps (%) 87.16
1$ 1$
prevalent stock valuations. It also engages in
Mid caps (%) 7.93
arbitrage tradesThis
if itsPDF
allocation to domestic
was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 4.91
equity falls below 65 per cent of the AUM.
1-Year 3-Year 5-Year 10-Year 15-Year
Its global equity exposure helped cushion it
against domestic market declines in the past 6,35HWXUQV  7RS+ROGLQJV 
Company Sector 3Y-Range Assets
and allowed it to recover quickly. This resulted Fund Category
in its outlier performance which contributed to HDFC Financial 0.00-8.45 8.45
the multifold growth of its AUM in 2020 and Bajaj Holdings & Invest. Financial 4.47-9.52 7.88
2021. However, its foreign holdings hurt its
ITC Con. Staples 0.00-9.18 7.23
performance in 2022. SEBI's restriction on
1$ 1$ ICICI Bank Financial 2.72-6.27 6.27
foreign investments is further hurting the fund
significantly, as it was unable to take HCL Technologies Technology 0.00-5.83 5.83
advantage of the steep price drop among its 1-Year 3-Year 5-Year 10-Year 15-Year Axis Bank Financial 2.61-5.87 5.67
foreign stocks.
It has a strong long-term track record with
5LVN0HDVXUHV PGC Energy 0.00-5.25 5.00
Fund Index* Cat Avg
good risk-adjusted characteristics, but Microsoft Corp (US) Technology 0.00-7.96 4.90
Standard Deviation 19.68 22.80 21.79
investors should be prepared for bouts of Alphabet Inc Class A Services 4.25-9.67 4.89
underperformance. Sharpe Ratio 0.90 0.68 0.60
Coal India Materials 0.00-5.02 4.37
Sortino Ratio 0.99 0.79 0.68
PORTFOLIO MANAGER R-Squared 0.82 – 0.94
Rajeev Thakkar since May 2013. Mr. 7RS6HFWRU:HLJKWV 
Beta 0.78 – 0.92 Fund Category 3Y-Range
Thakkar is a CA, cost accountant, CFA,
and CFP. Alpha 5.70 – -1.12 Financial 29.62 29.64 20.03-32.85
Raj Mehta since January 2016. Mr. Mehta * S&P BSE 500 TRI
Services 14.26 5.83 0.00-27.96
is a commerce graduate, a Fellow Member ,QYHVWPHQW,QIRUPDWLRQ Technology 10.09 9.66 10.09-39.32
of the Institute of Chartered Accountants of AMC : PPFAS Asset Management Pvt.Ltd.
India (ICAI), and a CFA charterholder. Con. Staples 6.58 5.72 4.53-11.01
Website : https://amc.ppfas.com/
Rukun Tarachandani since May 2022. Mr. Registrar : CAMS Automobile 5.35 7.68 5.35-14.41
Tarachandani has done B Tech (Information Min Inv (`) : 1,000
Technology), PGPM (Finance), CFA and CQF. Min SIP Inv (`) : 1,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Exit Load : For units in excess of 10% of the invest., 2% will be Equity
([SHQVHUDWLR  charged for red. within 365 days. For units in excess of 10% of 79.06
the invest.,1% will be charged for red. between 366-730 days Debt
1.65 2.08 12.61
MIN FUND MEDIAN MAX NAV : Growth
Cash &
Regular 47.71 Cash Eq.
0.27 2.72 Direct 51.03 8.33
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

36 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 SBI Focused Equity Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
October 2004
Style
Category box
Equity: Flexi Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 56.36 89.06 92.92 94.99 137.47 132.23 153.47 175.78 251.34 230.00
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) -7.87 58.01 4.33 2.22 44.73 -3.79 16.06 14.54 42.98 -8.49
+/- Index* (%) -12.80 19.09 3.88 -2.93 7.12 -1.99 7.08 -3.87 11.35 -13.25
Rank (Fund/Category) 47/49 12/49 17/47 33/50 7/51 16/46 6/51 26/62 5/56 59/63
Net Assets (` Cr) 1,292 1,632 1,628 1,672 2,386 3,464 6,924 12,761 23,717 28,453
* S&P BSE 500 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

Earlier the fund primarily invested in mid Fund Category Total Stocks 22
,QYHVWPHQW6W\OH
and small caps, but following SEBI’s fund Avg Mkt Cap (` Cr) 1,68,720 *URZWK%OHQG9DOXH
recategorisation, it has become market-cap

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Portfolio P/B Ratio 4.17

&DSLWDOLVDWLRQ
agnostic and flexible, making tactical Portfolio P/E Ratio 26.50
changes based on market conditions. A Large caps (%) 62.25
believer in growth investing, the fund has a
Mid caps (%) 35.63
liking for quality
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PDF was has beenTo Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 2.12
maintaining less than 30 stocks in its
1-Year 3-Year 5-Year 10-Year 15-Year
portfolio over the last decade.
The fund manager follows a bottom-up
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
stock-picking approach and focuses on
companies with strong management, a Fund Category ICICI Bank Financial 0.00-8.04 8.04
scalable business model and trading at a State Bank of India Financial 0.00-9.56 6.99
good price. It also takes small exposure to
Bharti Airtel Cmunction 4.05-7.14 5.67
foreign companies only if they offer a better
risk-return trade-off than Indian stocks. HDFC Bank Financial 4.37-9.68 5.65
On a standalone basis, the fund has Alphabet Inc Class A Services 3.45-7.90 5.46
performed well with strong returns in bull 1-Year 3-Year 5-Year 10-Year 15-Year Muthoot Finance Financial 0.00-7.01 5.45
phases while managing the downside well
in bear phases. In 2022, the fund 5LVN0HDVXUHV P& Hygiene & HC Con. Staples 4.19-7.86 4.97
underperformed its peers but it tends to Fund Index* Cat Avg Bajaj Finance Financial 2.27-7.27 4.96
make up for such lean phases in the long Standard Deviation 21.05 22.80 21.79 Kotak Mahindra Bank Financial 0.00-6.19 4.79
term. Sharpe Ratio 0.58 0.68 0.60
Solar Industries India Chemicals 1.75-4.68 4.50
Sortino Ratio 0.64 0.79 0.68
PORTFOLIO MANAGER
R Srinivasan since May 2009. Mr. R-Squared 0.83 – 0.94 7RS6HFWRU:HLJKWV 
Srinivasan is M.Com and MFM. Prior to Beta 0.84 – 0.92 Fund Category 3Y-Range
joining SBI Mutual Fund, he has worked Financial 35.51 29.64 20.11-36.84
Alpha -0.86 – -1.12
with Principal AMC, Oppenheimer & Co, * S&P BSE 500 TRI Healthcare 9.49 5.94 4.79-13.43
Indosuez WI Carr and Motilal Oswal.
Communication 8.75 2.24 4.05-8.75
,QYHVWPHQW,QIRUPDWLRQ
AMC : SBI Funds Management Ltd Con. Staples 7.40 5.72 7.32-16.49
Website : http://www.sbimf.com Services 7.15 5.83 0.04-13.76
Registrar : CAMS
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : 1% for redemption within 365 days 92.31
Debt
1.60 2.08 0.70
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 230.00 42.07 Cash Eq.
0.27 2.72 Direct 252.66 61.57 7.00
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 37

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Tata Equity PE Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
June 2004
Style
Category box
Equity: Value Oriented

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 51.19 86.79 87.06 101.15 140.98 131.02 137.96 155.21 198.67 210.48
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 1.75 69.54 0.31 16.18 39.38 -7.03 5.30 12.50 28.00 5.94
+/- Index* (%) -5.80 35.33 2.26 11.16 6.11 -9.64 -5.62 -4.34 1.47 -0.09
Rank (Fund/Category) 9/12 4/13 7/12 1/14 8/14 10/17 9/20 19/20 19/21 8/26
Net Assets (` Cr) 391 597 606 687 2,492 5,176 5,184 4,620 5,091 5,494
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund follows a methodical approach to Total Stocks 37
,QYHVWPHQW6W\OH
value investing wherein it invests 70 per cent Fund Category Avg Mkt Cap (` Cr) 1,31,597 *URZWK%OHQG9DOXH
of its portfolio in stocks with a P/E ratio lower

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 2.71

&DSLWDOLVDWLRQ
than that of the Sensex index. It may also Portfolio P/E Ratio 17.08
invest up to 30 per cent of its assets in Large caps (%) 69.60
companies that are expected to experience a
Mid caps (%) 22.60
significant turnaround or improvement
This PDF was uploade in To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 7.80
profitability and up to 20 per cent in debt and 1-Year 3-Year 5-Year 10-Year 15-Year
money-market instruments. Additionally, the
fund considers other qualitative and
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
quantitative factors, such as low leverage, Fund Category
consistent RoE & RoC trends and sectoral ICICI Bank Financial 4.27-9.85 8.20
overweight depending on market cycles. HDFC Bank Financial 5.69-8.76 8.09
Of its value-oriented peers, it is one of the
ITC Con. Staples 3.11-6.78 5.57
higher conviction portfolios, with the number of
stocks largely remaining below 45. Of late, it Reliance Industries Energy 4.60-11.73 4.92
has even come down to as low as 32. Axis Bank Financial 0.00-4.58 4.45
The management is committed to sticking 1-Year 3-Year 5-Year 10-Year 15-Year Hindustan Aeronautics CG 0.00-4.40 4.40
to its strategy, which may underperform in the
short term but has delivered over longer 5LVN0HDVXUHV HDFC Financial 4.10-9.54 4.36
investment periods as seen in its track record. Fund Index* Cat Avg PGC Energy 0.00-5.20 3.94
Standard Deviation 21.30 22.45 22.59 HCL Technologies Technology 0.00-6.69 3.29
PORTFOLIO MANAGER Sharpe Ratio 0.60 0.62 0.74
ACC Materials 2.44-4.51 3.27
Sonam Udasi since April 2016. Mr. Udasi is a
Sortino Ratio 0.66 0.76 0.86
B.Com & also holds PGDM(Fin). Prior to
joining Tata AMC, he was associated with ASK R-Squared 0.96 – 0.91 7RS6HFWRU:HLJKWV 
Raymond James, JM Fin. AMC, Prime Beta 0.93 – 0.96 Fund Category 3Y-Range
Securities, BRICS Securities & IDBI Capital Financial 38.52 23.36 24.30-46.09
Alpha -0.15 – 3.26
Market Services. * S&P BSE 100 TRI Energy 12.15 10.53 9.86-16.42
Amey Sathe since June 2018. Mr. Sathe is
Materials 11.45 4.29 0.00-12.59
MMS & CFA. Prior to joining TATA MF, he has ,QYHVWPHQW,QIRUPDWLRQ
worked with JM Fin. Institutional Securities as AMC : Tata Asset Management Pvt. Ltd Automobile 8.45 6.59 5.62-12.38
Assistant Vice President Equity Research, Website : http://www.tatamutualfund.com Con. Staples 8.40 8.65 4.58-12.93
CARE Ratings as Deputy Manager and HDFC Registrar : CAMS
Securities in Equity research. Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 150 Equity
([SHQVHUDWLR  Exit Load : For units in excess of 12% of the investment, 94.30
1% will be charged for redemption within 365 days Debt
1.94 1.94 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 210.48 Cash Eq.
0.12 2.66 Direct 231.18 5.69
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

38 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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diversify internationally. Like domestic equity funds, you must invest in
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„ „ „ „ „ „ „
This list includes our chosen international equity funds, which can

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supplement the core equity investments of investors looking to „ „ „ „ „ „ „
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` Kotak Nasdaq 100 FOF

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them through SIPs.

„ „ „ „ „ „ „
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6<970*2:
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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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 Kotak Nasdaq 100 FOF
Launch : February 2021
7RS+ROGLQJV 
Benchmark : Nasdaq 100 TRI
Company Assets
Category : Equity: International Fund Microsoft Corp 11.78
Plans & NAV : Growth (8.96) Benchmark Apple INC 11.42
Total Assets (` Cr) : 1,715 (Rebased to 10,000)
Amazon.com Inc 6.05
AMC : Kotak Mahindra Asset Mngmnt Co. Alphabet Inc Class C 3.77
Website : www.kotakmf.com Alphabet Inc Class A 3.75
Registrar : CAMS
Min Inv (`) : 5,000
+LVWRU\ 2020 2021 2022 7RS6HFWRU:HLJKWV 
Min SIP Inv (`) : 1,000 (%)
NAV (`) – 12.25 8.96
Exit Load : :0 Technology 48.29
Total Return (%) – – -26.84
Communication Services 15.36
+/- Benchmark (%) – – -1.69 Consumer Cyclical 14.31
6,35HWXUQV 
Fund Benchmark Expense Ratio (%) (Dec)* – 0.67 0.68 Healthcare 7.79
1$ 1$ 1$ 1$ Net Assets (` Cr) – 726 1,715 Consumer Defensive 7.02

Apart from the expense ratio given above, the expense ratio of the underlying fund will also have to be borne by the investor.

6WUDWHJ\ 5HYLHZ
1-Year 3-Year 5-Year 10-Year 15-Year
With this FOF, Indian investors can invest in innovative behemoths that are well
7UDLOLQJ5HWXUQV  the Nasdaq 100 Index, a US index established.
comprising the 100 largest non-financial
Fund Benchmark
companies listed on the Nasdaq stock PORTFOLIO MANAGER
1$ 1$ 1$ 1$ exchange. The fund transmits investors' Arjun Khanna since January 2021.
money into iShares NASDAQ 100 UCITS Mr. Khanna has done CFA, FRM,
ETF. When it comes to international MMS(Finance) & B.E (Electronics).
diversification, Nasdaq 100 is a good Abhishek Bisen since May 2021.
gateway for Indian investors as it gives Mr. Bisen is a BA and MBA in Finance.
1-Year 3-Year 5-Year 10-Year 15-Year
exposure to tech titans and the most
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Benchmark-related data is post-currency conversion to INR. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 41

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three (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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tax exemption on the invested amount under Section 80C of the IT Act.

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flexibility to invest in companies of different sizes. In addition, you get

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„ „ „ „ „ „ „ „ „ „ „
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This list features our selection from the category of equity-linked

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savings schemes (ELSS). Similar to growth funds, they have the

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` Invesco India Tax Plan

` Mirae Asset Tax Saver
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years.
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platform
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period of
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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Axis Long Term Equity Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 2009
Style
Category box
Equity: ELSS

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 17.26 28.69 30.61 30.40 41.78 42.90 49.26 59.37 73.93 65.08
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 16.51 66.18 6.70 -0.69 37.44 2.65 14.83 20.52 24.54 -11.97
+/- Index* (%) 11.59 27.25 6.25 -5.84 -0.16 4.46 5.85 2.11 -7.10 -16.74
Rank (Fund/Category) 1/34 3/36 8/34 33/37 20/37 2/35 2/35 7/38 33/38 35/35
Net Assets (` Cr) 840 3,595 6,867 10,409 16,108 17,852 21,473 27,181 33,785 31,583
* S&P BSE 500 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

While the fund has an impressive historical Total Stocks 40
,QYHVWPHQW6W\OH
track record, it’s now undergoing a phase of Fund Category Avg Mkt Cap (` Cr) 1,47,457 *URZWK%OHQG9DOXH
underperformance. The fund underperformed

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 5.78

&DSLWDOLVDWLRQ
its peers by a wide margin in 2022 and the Portfolio P/E Ratio 32.94
1$
reason is easy to comprehend. The fund Large caps (%) 75.92
follows the growth style of investing which
Mid caps (%) 22.28
has taken a beating
This PDFafter
wasseveral yearsToofTelegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
uploade Small caps (%) 1.81
strong performance. 1-Year 3-Year 5-Year 10-Year 15-Year
Despite the upheaval, there is barely any
significant change in the portfolio. The fund
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
manager has stayed within his circle of
competence – to invest in a portfolio of high- Fund Category Avenue Supermarts Services 4.67-9.86 8.99
quality, secular growth businesses which are Bajaj Finance Financial 5.10-10.64 8.84
scalable, have strong pricing power and earn
TCS Technology 5.58-9.21 7.65
high returns on capital.
1$ Kotak Mahindra Bank Financial 4.30-8.69 7.27
This is what we like about it. Any investing
style is bound to go through a bad phase Nestle India Con Staples 4.34-6.83 6.04
now and then. For growth style, it was 1-Year 3-Year 5-Year 10-Year 15-Year Pidilite Industries Chemicals 3.69-5.72 5.63
arguably long due. However, during such
times, whether or not the fund manager 5LVN0HDVXUHV Info Edge (India) Services 4.94-7.93 5.61
sticks to his investment style is a test of his Fund Index* Cat Avg HDFC Financial 3.72-6.57 5.38
convictions. On that count, the fund scores Standard Deviation 22.51 22.80 21.89 Bajaj Finserv Financial 0.00-4.87 4.70
well. Sharpe Ratio 0.36 0.68 0.62
Torrent Power Energy 3.04-4.85 4.62
Sortino Ratio 0.46 0.79 0.69
PORTFOLIO MANAGER
Jinesh Gopani since April 2011. Mr. Gopani R-Squared 0.88 – 0.94 7RS6HFWRU:HLJKWV 
is a B.Com (H) and MMS from Bharati Beta 0.93 – 0.93 Fund Category 3Y-Range
Vidyapeeth Institute of Management Studies Financial 33.59 31.71 27.89-43.15
Alpha -6.17 – -0.70
and Research. Prior to joining Axis AMC, he * S&P BSE 500 TRI Services 16.12 5.81 10.29-18.21
has worked with Birla Sun Life AMC, Voyager
Chemicals 9.90 2.70 4.83-9.91
India Capital, Emkay Shares & Stock Brokers ,QYHVWPHQW,QIRUPDWLRQ
Limited and Net worth Stock Broking Ltd. AMC : Axis Asset Management Co. Technology 9.27 10.33 6.68-13.00
Website : http://www.axismf.com Healthcare 7.40 6.10 1.72-8.68
Registrar : KFin Technologies Ltd.
Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : Nil 99.70
Debt
1.60 2.12 0.55
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 65.08 22.92 Cash Eq.
0.52 2.64 Direct 72.11 45.18 -0.25
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 45

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 DSP Tax Saver Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
January 2007
Style
Category box
Equity: ELSS

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 20.20 30.74 32.09 35.71 48.67 44.95 51.62 59.39 80.24 83.85
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 6.69 52.21 4.40 11.27 36.29 -7.60 14.83 15.05 35.12 4.50
+/- Index* (%) 1.76 13.28 3.95 6.12 -1.31 -5.80 5.85 -3.36 3.49 -0.27
Rank (Fund/Category) 19/34 14/35 11/35 6/37 23/37 20/35 3/35 19/38 14/38 12/35
Net Assets (` Cr) 748 1,060 1,112 1,494 3,834 4,675 6,260 7,425 9,636 10,715
* S&P BSE 500 TRI

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The fund boasts a good long-term Fund Category Total Stocks 58
,QYHVWPHQW6W\OH
performance record. Unlike other equity Avg Mkt Cap (` Cr) 1,38,449 *URZWK%OHQG9DOXH
funds of the DSP family which are going

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 2.88

&DSLWDOLVDWLRQ
through a tough phase, this fund has Portfolio P/E Ratio 19.73
bucked the trend. Some smart portfolio Large caps (%) 71.52
moves, coupled with the good performance
Mid caps (%) 23.85
of some of its This
long-term holdings,
PDF was haveTo Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
uploade Small caps (%) 4.63
contributed to its spectacular show. The 1-Year 3-Year 5-Year 10-Year 15-Year
bargain buying that it did after the sharp
market fall in March 2020 has benefitted it
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
immensely in the last two years.
Stocks are picked based on the Fund Category HDFC Bank Financial 5.92-9.35 9.32
sustainability of their earnings growth and ICICI Bank Financial 7.12-10.26 8.54
return on equity. The fund is also open to
Infosys Technology 2.55-8.92 7.06
taking positions in stocks that present
mispricing opportunities, owing to corporate Axis Bank Financial 0.62-6.67 4.35
actions or relative to the company's cash- State Bank of India Financial 0.00-5.70 3.84
generation ability. 1-Year 3-Year 5-Year 10-Year 15-Year HCL Technologies Technology 0.00-3.58 3.04
The fund maintains a well-diversified
portfolio of around 55–60 stocks, with 5LVN0HDVXUHV Sun Pharma Industries Healthcare 0.00-3.01 2.91
growth as well as value flavour. It generally Fund Index* Cat Avg SBI Life Insurance Co. Insurance 0.00-3.29 2.42
allocates 65–70 per cent to large-cap Standard Deviation 22.84 22.80 21.89 Dr. Reddy's Laboratories Healthcare 0.00-3.07 2.40
stocks, 20–25 per cent to mid caps and the Sharpe Ratio 0.67 0.68 0.62
Bharti Airtel Comniction 2.18-8.47 2.33
remaining to small caps.
Sortino Ratio 0.71 0.79 0.69

PORTFOLIO MANAGER R-Squared 0.97 – 0.94 7RS6HFWRU:HLJKWV 

Rohit Singhania since July 2015. Mr. Beta 0.99 – 0.93 Fund Category 3Y-Range
Singhania is an MMS. Financial 35.24 31.71 25.90-39.30
Alpha 0.09 – -0.70
Kaushal Maroo since December 2022. * S&P BSE 500 TRI Technology 11.55 10.33 5.06-11.72
Mr. Maroo has done Master's in Business
Healthcare 8.53 6.10 4.54-10.29
Administration & also holds a Bachelor in ,QYHVWPHQW,QIRUPDWLRQ
Computer Applications. AMC : DSP Investment Managers Pvt. Ltd. Automobile 7.81 7.29 0.69-8.64
Website : https://www.dspim.com/ Energy 7.38 6.81 6.19-15.28
Registrar : CAMS.
Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : NIL 98.67
Debt
1.75 2.12 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 83.85 18.93 Cash Eq.
0.52 2.64 Direct 90.95 59.44 1.33
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

46 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 IDFC Tax Advantage (ELSS) Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 2008
Style
Category box
Equity: ELSS

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 25.45 36.19 38.68 38.85 59.57 53.97 55.02 65.31 97.44 101.54
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 15.00 42.21 6.90 0.42 53.35 -9.35 1.95 18.70 49.20 4.20
+/- Index* (%) 10.07 3.28 6.45 -4.73 15.75 -7.55 -7.04 0.29 17.56 -0.56
Rank (Fund/Category) 2/34 31/35 6/34 30/37 2/37 27/35 33/35 12/38 2/38 14/35
Net Assets (` Cr) 172 286 375 462 897 1,732 2,119 2,680 3,533 4,091
* S&P BSE 500 TRI

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While most other ELSS funds restrict small- Total Stocks 46
,QYHVWPHQW6W\OH
cap allocation to 5–8 per cent of the Fund Category Avg Mkt Cap (` Cr) 1,03,043 *URZWK%OHQG9DOXH
portfolio, this fund takes it up to 15–30 per

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Portfolio P/B Ratio 2.97

&DSLWDOLVDWLRQ
cent. Likewise, for mid caps, the allocation Portfolio P/E Ratio 22.04
goes up to 20–40 per cent. Such funds Large caps (%) 63.26
tend to rise and fall more during the bull
1$ Mid caps (%) 22.76
and bear phases. During
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uploade ToinTelegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 13.98
2017 and 2021, its performance was 1-Year 3-Year 5-Year 10-Year 15-Year
spectacular. However, its returns were
pretty muted in 2018 and 2019 in line with
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
the performance of mid- and small-cap
stocks vis-à-vis the larger ones. In 2022, it Fund Category ICICI Bank Financial 5.73-8.85 8.85
stayed ahead of an average peer. Infosys Technology 3.88-7.48 5.40
While the fund mostly follows the buy-
State Bank of India Financial 0.00-5.41 5.15
and-hold strategy, it exhibits a high degree
of discipline while selling. It prefers to HDFC Bank Financial 3.76-4.92 4.13
regularly book profits, thereby gradually 1$ Reliance Industries Energy 3.38-5.52 3.67
lowering the exposure (or completely 1-Year 3-Year 5-Year 10-Year 15-Year
Axis Bank Financial 0.00-3.56 3.08
exiting a stock) once the price appreciation
starts to play out. The price-to-earnings 5LVN0HDVXUHV Bharti Airtel Cmunction 0.00-4.48 2.90
(P/E) ratio of the portfolio usually remains Fund Index* Cat Avg Tata Motors Automobile 0.00-4.05 2.79
fairly modest as compared to peers and it Standard Deviation 26.13 22.80 21.89 Mahindra & Mahindra Automobile 0.00-3.06 2.55
indicates a value-conscious approach. Sharpe Ratio 0.79 0.68 0.62
Jindal Steel & Power Metal & Mng 1.44-2.59 2.29
Sortino Ratio 0.82 0.79 0.69
PORTFOLIO MANAGER
Daylynn Gerard Paul Pinto since October R-Squared 0.94 – 0.94 7RS6HFWRU:HLJKWV 
2016. Mr. Pinto is a B.Com (H) and PGDM. Beta 1.11 – 0.93 Fund Category 3Y-Range
Prior to joining IDFC AMC, he was Financial 27.43 31.71 19.50-29.93
Alpha 3.36 – -0.70
associated with UTI AMC (Jul 2006-Sep * S&P BSE 500 TRI Automobile 10.63 7.29 4.55-12.32
2016) as the fund manager.
Technology 9.87 10.33 8.20-15.81
,QYHVWPHQW,QIRUPDWLRQ
AMC : IDFC Asset Management Co. Materials 6.72 4.10 0.00-9.06
Website : http://www.idfcmf.com Healthcare 6.40 6.10 3.97-11.17
Registrar : CAMS
Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load : NIL 92.54
Debt
2.01 2.12 0.05
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 101.54 26.80 Cash Eq.
0.52 2.64 Direct 113.32 34.27 7.41
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 47

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Invesco India Tax Plan Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 2006
Style
Category box
Equity: ELSS

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 21.64 33.39 35.33 36.54 49.60 48.98 53.60 63.87 84.66 78.18
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 10.13 54.30 5.81 3.42 35.74 -1.24 9.43 19.16 32.55 -7.65
+/- Index* (%) 5.20 15.37 5.36 -1.73 -1.86 0.56 0.45 0.75 0.92 -12.42
Rank (Fund/Category) 6/35 10/35 10/34 18/37 26/37 7/35 14/35 9/38 18/38 34/35
Net Assets (` Cr) 143 213 258 320 515 686 988 1,386 1,934 1,958
* S&P BSE 500 TRI

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The fund underperformed its peers in 2022. But it Fund Category Total Stocks 47
,QYHVWPHQW6W\OH
has a solid long-term track record which Avg Mkt Cap (` Cr) 1,33,942 *URZWK%OHQG9DOXH
outweighs near-term headwinds. Previously, it

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.85

&DSLWDOLVDWLRQ
beat an average peer consecutively for four Portfolio P/E Ratio 28.92
calendar years from 2018 to 2021. Further, it has Large caps (%) 65.29
a historical record of falling less during market
Mid caps (%) 29.28
falls, for example, in 2008,
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PDF was and 2018.To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 5.42
The fund prefers quality stocks with a high
1-Year 3-Year 5-Year 10-Year 15-Year
return on equity but is available at reasonable
valuations. Market leaders with strong
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
fundamentals make up the core of the portfolio Fund Category
while emerging, high-growth businesses and HDFC Financial 0.00-10.21 10.21
companies facing special situations make up Infosys Technology 5.01-9.76 7.91
the remaining portion.
Reliance Industries Energy 4.39-11.49 6.48
However, the fund is not a strict follower of
the buy-and-hold approach. It earmarks a ICICI Bank Financial 5.90-8.75 6.38
certain portion of the portfolio to invest tactically Axis Bank Financial 0.00-4.84 3.10
to benefit from mispricing opportunities, 1-Year 3-Year 5-Year 10-Year 15-Year Kotak Mahindra Bank Financial 2.93-5.73 2.96
commodity cycles, etc. When it comes to
portfolio construction, it follows a process-driven 5LVN0HDVXUHV LTIMindtree Technology 0.00-2.84 2.83
approach. The fund also puts its flexi-cap Fund Index* Cat Avg Bharti Airtel Cmunction 0.00-3.99 2.79
mandate to good use. Standard Deviation 21.98 22.80 21.89 Kei Industries CG 0.00-2.89 2.64
Sharpe Ratio 0.52 0.68 0.62
Avenue Supermarts Services 0.00-2.95 2.55
PORTFOLIO MANAGER
Sortino Ratio 0.56 0.79 0.69
Amit Nigam since Sep. 2020. Mr. Nigam is BE
from IIT, Roorkee and PGDBM from IIM, Indore. R-Squared 0.95 – 0.94 7RS6HFWRU:HLJKWV 
Prior to joining Invesco MF, he has worked with Beta 0.94 – 0.93 Fund Category 3Y-Range
Essel Finance AMC, BNP Paribas AMC. Financial 31.61 31.71 26.87-38.31
Alpha -3.05 – -0.70
Dhimant Kothari since March 2018. Mr. Kothari * S&P BSE 500 TRI Technology 11.81 10.33 8.12-14.17
is a CA & holds a Commerce degree. In his last
Energy 9.71 6.81 7.03-14.22
assignment, he was working as Senior Manager ,QYHVWPHQW,QIRUPDWLRQ
– Research with Credit Analysis & Research, AMC : Invesco Asset Management (I) Automobile 9.28 7.29 3.93-10.59
His other assignments include Lotus India Asset Website : http://www.invescomutualfund.com Capital Goods 8.01 5.13 1.05-8.01
Management and CRISIL. Registrar : KFin Technologies Ltd.
Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : NIL 99.2
Debt
2.04 2.12 0.00
MIN FUND MEDIAN MAX
NAV : Growth IDCW
Cash &
Regular 78.18 21.04 Cash Eq.
0.52 2.64 Direct 89.78 25.16 0.80
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

48 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Mirae Asset Tax Saver Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 2015
Style
Category box
Equity: ELSS

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated     
NAV (`) – – 10.05 11.54 17.07 16.68 19.03 23.12 31.28 31.33
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) – – – 14.80 47.88 -2.26 14.07 21.54 35.29 0.15
+/- Index* (%) – – – 9.65 10.28 -0.46 5.08 3.13 3.66 -4.62
Rank (Fund/Category) – – – 1/37 3/37 9/35 5/35 6/38 11/38 24/35
Net Assets (` Cr) – – 26 166 790 1,252 3,066 5,489 10,660 14,255
* S&P BSE 500 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

This fund has beaten an average peer and Fund Category Total Stocks 70
,QYHVWPHQW6W\OH
the benchmark by a wide margin in each Avg Mkt Cap (` Cr) 1,63,243 *URZWK%OHQG9DOXH
calendar year, except 2022. Last year, it

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.40

&DSLWDOLVDWLRQ
trailed the category average by a narrow Portfolio P/E Ratio 23.08
margin. But that doesn't dent its long-term Large caps (%) 70.72
track record one bit. The fund remains
Mid caps (%) 23.65
miles aheadThis of anPDF
average peer.
was uploade
1$ 1$
To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 5.63
A follower of the 'growth-at-a-
1-Year 3-Year 5-Year 10-Year 15-Year
reasonable-price' strategy, the fund prefers
buying quality stocks of the businesses
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
backed by strong cash flows, competitive
advantages and a decent return on the Fund Category HDFC Bank Financial 7.15-10.37 8.26
capital employed. But it avoids companies ICICI Bank Financial 4.63-7.70 7.03
lacking a threshold scale, say about `100
Reliance Industries Energy 0.01-7.94 6.24
crore, in operating profits. It also avoids
taking cash calls and usually remains fully Infosys Technology 3.48-7.54 5.45
invested. 1$ 1$ Axis Bank Financial 3.63-5.07 4.79
Its portfolio usually maintains a flexi-cap 1-Year 3-Year 5-Year 10-Year 15-Year State Bank of India Financial 2.14-4.77 3.45
tilt, with about 60–70 per cent in large caps
and the remaining in mid and small caps. 5LVN0HDVXUHV Bharti Airtel Cmunction 0.00-3.51 2.93
However, the fund exercises its discretion Fund Index* Cat Avg Larsen & Toubro Construction 1.06-4.22 2.36
to increase its allocation beyond that, Standard Deviation 22.86 22.80 21.89 TCS Technology 2.24-4.50 2.24
depending on the market state. Sharpe Ratio 0.69 0.68 0.62
HCL Technologies Technology 0.00-2.38 2.13
Sortino Ratio 0.78 0.79 0.69
PORTFOLIO MANAGER
Neelesh Surana since November 2015. R-Squared 0.98 – 0.94 7RS6HFWRU:HLJKWV 
Mr. Surana is B.E (Mechanical) and MBA in Beta 0.99 – 0.93 Fund Category 3Y-Range
Finance. Prior to joining Mirae Asset AMC, Financial 31.42 31.71 30.63-39.74
Alpha 0.40 – -0.70
he has worked with ASK Investment * S&P BSE 500 TRI Energy 11.12 6.81 6.55-13.72
Managers Pvt Ltd.
Technology 9.82 10.33 7.55-14.73
,QYHVWPHQW,QIRUPDWLRQ
AMC : Mirae Asset Invest. Managers (India) Automobile 8.29 7.29 4.50-8.69
Website : http://www.miraeassetmf.co.in Healthcare 6.63 6.10 4.04-8.12
Registrar : KFin Technologies Ltd.
Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : NIL 98.85
Debt
1.68 2.12 0.00
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 31.33 21.30 Cash Eq.
0.52 2.64 Direct 34.56 24.45 1.15
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 49

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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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(https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.

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This list features our selection of large-cap equity funds and aggressive

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
hybrid funds. Given their underlying investments, funds on this list

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

` Nippon India ETF Nifty Next

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
*VUZLY]H[P]L

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tend to fall less than the ones in aggressive growth and growth
categories when stock markets decline. This makes them more
„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

` SBI Equity Hybrid Fund

` UTI NIfty Next 50 Index

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

who are
„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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` SBI Bluechip Fund

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

not used to the volatility of stock markets. Like all equity

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

` SBI Nifty 50 ETF

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

50 Junior BeES
„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

` SBI Nifty Index

investors
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equity platform
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funds, you must invest in them through SIPs.

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„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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LBS Newspaper
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and first-time
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` Mirae Asset Large Cap Fund

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` Mirae Asset Hybrid Equity

„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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` DSP Equity & Bond Fund

Telegram channel_
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` Kotak Bluechip Fund

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

` Axis Bluechip Fund

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „

conservative
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to To
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Fund
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uploade
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„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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suited
„ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „ „
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This PDF was

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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Axis Bluechip Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
January 2010
Style
Category box
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 13.71 19.31 19.07 18.38 25.37 27.03 32.05 38.37 46.29 43.67
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 13.49 40.85 -1.24 -3.62 38.03 6.51 18.57 19.72 20.64 -5.66
+/- Index* (%) 5.94 6.63 0.71 -8.64 4.76 3.90 7.66 2.88 -5.89 -11.69
Rank (Fund/Category) 2/60 18/65 26/65 73/74 7/79 12/87 1/95 5/107 107/113 120/123
Net Assets (` Cr) 632 1,513 1,971 1,886 1,942 3,737 10,212 22,517 34,584 36,891
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund follows a growth-oriented investing Fund Category Total Stocks 37
,QYHVWPHQW6W\OH
strategy, focusing on high-quality businesses Avg Mkt Cap (` Cr) 4,09,222 *URZWK%OHQG9DOXH
with strong corporate governance, solid

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Portfolio P/B Ratio 4.82

&DSLWDOLVDWLRQ
pricing power, high returns on capital and Portfolio P/E Ratio 30.77
secular growth. In line with the AMC’s 1$ Large caps (%) 97.74
investment philosophy, it focuses on quality
Mid caps (%) 2.26
stocks and itsThisportfolio
PDF is mainly
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uploade Small caps (%) –
agnostic.
1-Year 3-Year 5-Year 10-Year 15-Year
It typically runs a compact portfolio of
30–40 stocks selected through a bottom-up, 6,35HWXUQV  7RS+ROGLQJV 
Company Sector 3Y-Range Assets
benchmark-agnostic approach, with about 60 Fund Category
per cent of the portfolio invested in market ICICI Bank Financial 3.37-10.05 10.05
leaders and the remaining 40 per cent Bajaj Finance Financial 4.36-10.38 8.53
invested in companies gaining market share.
HDFC Bank Financial 6.06-10.94 8.18
The fund has a history of outperforming
its benchmark and peers. But since 2021, it Infosys Technology 4.17-10.06 7.16
has underperformed due to its preference for 1$ Avenue Supermarts Services 4.48-7.93 6.59
quality and growth stocks over value stocks. 1-Year 3-Year 5-Year 10-Year 15-Year Kotak Mahindra Bank Financial 3.42-8.36 4.50
Despite this, the fund manager is sticking to
his investment approach as the fund
5LVN0HDVXUHV Reliance Industries Energy 2.04-8.33 4.49
Fund Index* Cat Avg
management team is confident of staging a TCS Technology 2.30-8.03 4.45
Standard Deviation 19.10 22.45 22.42
turnaround when the trend reverses. Mahindra & Mahindra Automobile 0.00-3.10 3.00
Investors who prefer investing in high- Sharpe Ratio 0.44 0.62 0.56
Larsen & Toubro Construction 0.00-2.89 2.89
quality companies and are ready to digest Sortino Ratio 0.57 0.76 0.70
intermittent volatile phases may invest in this R-Squared 0.91 – 0.95
fund. 7RS6HFWRU:HLJKWV 
Beta 0.81 – 0.96 Fund Category 3Y-Range
PORTFOLIO MANAGER Alpha -2.83 – -1.15 Financial 39.27 26.73 27.59-45.73
Shreyash Devalkar since November 2016. * S&P BSE 100 TRI
Technology 12.39 10.83 8.51-20.3
Mr. Devalkar is a B.Tech from UDCT Mumbai ,QYHVWPHQW,QIRUPDWLRQ Services 7.56 4.55 4.61-9.93
& PGDM (Mngmnt) from JBIMS Mumbai
AMC : Axis Asset Management Co. Automobile 5.73 5.48 1.21-6.34
University. Prior to joining Axis MF, he has
Website : http://www.axismf.com
worked with BNP Paribas MF as a Fund Energy 4.49 13.28 2.04-8.52
Registrar : KFin Technologies Ltd.
Manager, IDFC Capital, JP Morgan Services
Min Inv (`) : 500
India and Calyon Bank. 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 100
Exit Load : For units in excess of 10% of the invest., 1% will Equity
([SHQVHUDWLR  be charged for redemption within 365 days
90.55
Debt
0.60 1.65 9.91
MIN MEDIAN FUND MAX NAV : Growth IDCW
Cash &
Regular 43.67 17.60 Cash Eq.
0.05 2.67 Direct 49.09 21.80 -0.46
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 53

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 DSP Equity & Bond Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
May 1999
Category
Hybrid: Aggressive
Hybrid

Fund
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 72.00 104.41 109.43 118.46 151.16 143.41 163.74 191.63 238.04 231.56
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) -0.37 45.02 4.80 8.25 27.61 -5.10 14.18 17.03 24.22 -2.72
+/- Category -6.37 5.36 1.83 1.57 1.41 -2.23 6.12 2.81 -1.88 -4.61
Rank (Fund/Category) 28/28 11/26 9/27 11/31 14/35 29/35 3/41 10/46 24/48 39/45
Net Assets (` Cr) 515 601 978 2,530 6,915 6,423 6,279 6,194 7,641 7,727

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  (TXLW\ 'HEW

This veteran fund outperformed its category Fund Category
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peers in most calendar years. However, the

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fund has notably underperformed since 2021

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+LJK0HGLXP/RZ
and ranked in the bottom half of the category.
However, we believe it is merely a blip on the
radar.
The fund re-balances its portfolio in a
disciplined way,This
with PDF was uploade
the equity allocationTo Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
1-Year 3-Year 5-Year 10-Year 15-Year
remaining around 70–75 per cent of its assets.
3RUWIROLR$JJUHJDWHV 3RUWIROLR$JJUHJDWHV
This portion is well diversified both from the
6,35HWXUQV  MarketCap 1,14,635 Avg Maturity (yrs.) 2.25
sector and size perspectives. With over 50
Fund Category
stocks, the fund majorly allocates to large PB / PE 4.94 / 31.05 52 week high 2.97
caps, followed by mid and small caps. The Large caps (%) 60.80 52 week low 1.75
fund managers look for high-quality growth
Mid caps (%) 33.91 YTM 7.18
companies that are sector leaders and led by
strong management. Small caps (%) 5.28 Avg Credit Rating AAA
On the fixed-income side, the fund is
conservatively managed, with the allocation to 7RS+ROGLQJV  7RS+ROGLQJV 
1-Year 3-Year 5-Year 10-Year 15-Year
high-rated corporate bonds and government
HDFC Bank 7.20 7.59% GOI 2026 3.72
securities. Over the years, it has diluted its
5LVN0HDVXUHV ICICI Bank 5.73 7.38% GOI 2027 3.17
dependence on lower-rated bonds. Amid rising
Fund Cat Avg
yields, the yield-to-maturity of the fund saw a Bajaj Finance 4.24 8.25% IRFC 2024 1.65
Standard Deviation 17.63 17.16
run-up over the last year. This should soon Infosys 2.99 7.16% GOI 2023 1.30
start reflecting in its returns. Sharpe Ratio 0.54 0.59
Axis Bank 2.85 5.22% GOI 2025 1.27
Beta 0.88 0.87
PORTFOLIO MANAGERS R-Squared 0.89 0.91
Dhaval Gada since September 2022. Mr. 7RS6HFWRU  7RS5DWLQJ 
Sortino Ratio 0.58 0.65 Financial 25.92 SOV 13.11
Gada has done B.Com, PGDM(Finance) and
CFA (level 3 appearing) Alpha -0.41 0.45 Technology 7.42 AAA 6.51
Atul Bhole since April June 2016. Mr. Bhole is
Automobile 7.00 A1+ 4.01
a B.Com (H), Chartered Accountant and MMS. ,QYHVWPHQW,QIRUPDWLRQ
Capital Goods 6.68 Cash Equivalent 1.28
Vikram Chopra since July 2016. Mr. Chopra AMC : DSP Investment Managers Pvt. Ltd.
is B.Com (H) and MBA from Institute of Website : https://www.dspim.com/ Materials 6.41 AA 0.72
Management. Registrar : CAMS
Min Inv (`) : 500 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500
Equity
Exit Load: For units in excess of 10% of the investment,
([SHQVHUDWLR  74.37
1% will be charged for redemption within 364 days
Debt
1.84 2.31 NAV : Growth IDCW 24.35
MIN FUND MEDIAN MAX
Regular 231.56 24.19 Cash &
Cash Eq.
Direct 253.55 51.36
0.52 2.56 1.28
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

54 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Kotak Bluechip Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 1998
Style
Category box
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 114.97 163.78 169.95 174.94 225.98 221.22 252.62 293.98 375.52 382.99
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 4.26 42.46 3.77 2.93 29.18 -2.09 14.20 16.37 27.74 1.99
+/- Index* (%) -3.30 8.24 5.72 -2.09 -4.10 -4.70 3.28 -0.47 1.21 -4.04
Rank (Fund/Category) 48/60 16/65 9/65 51/74 54/79 58/87 24/95 28/107 37/113 81/123
Net Assets (` Cr) 685 702 1,288 1,152 1,412 1,352 1,488 2,067 3,652 5,427
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund follows a blended investment style, Fund Category Total Stocks 58
,QYHVWPHQW6W\OH
avoiding both extremes of growth and value. Avg Mkt Cap (` Cr) 2,37,650 *URZWK%OHQG9DOXH
It uses a ‘best-of-breed’ philosophy for stock

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.67

&DSLWDOLVDWLRQ
selection, focusing on companies with the Portfolio P/E Ratio 25.68
ability to gain market share, strong margins Large caps (%) 80.28
and pricing power.
Mid caps (%) 19.29
The portfolio
ThisisPDF
divided
wasinto three baskets
uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) 0.44
– Nifty 50 constituents (55–65 per cent), Nifty
1-Year 3-Year 5-Year 10-Year 15-Year
Next 50 stocks (25–30 per cent) and mid-cap
stocks (15–18 per cent). It follows a top-down
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
plus bottom-up approach, with up to a Fund Category
deviation of 8 per cent from the index allowed ICICI Bank Financial 5.45-8.51 7.73
in certain sectors, while stock selection is Reliance Industries Energy 6.46-10.79 7.23
done bottom-up. With a low churn ratio, it
HDFC Bank Financial 5.69-9.15 5.93
follows a strong buy-and-hold strategy.
However, when it comes to its mid-cap Infosys Technology 5.18-8.11 5.72
allocation, it can be opportunistic. Axis Bank Financial 2.15-4.81 4.05
In the large-cap space where the margin of 1-Year 3-Year 5-Year 10-Year 15-Year Larsen & Toubro Construction 2.39-4.08 3.82
outperformance has been reducing, its
relatively low expense ratio for the direct plan 5LVN0HDVXUHV Maruti Suzuki India Automobile 0.91-3.47 3.06
has helped it consistently outperform its Fund Index* Cat Avg State Bank of India Financial 0.00-3.03 2.66
benchmark and peers in three out of the last Standard Deviation 21.25 22.45 22.42 Mahindra & Mahindra Automobile 0.00-2.73 2.56
four calendar years. The fund is suitable for Sharpe Ratio 0.59 0.62 0.56
TCS Technology 2.43-6.74 2.50
investors seeking a disciplined and methodical
Sortino Ratio 0.67 0.76 0.70
approach to conservative growth allocation.
R-Squared 0.99 – 0.95 7RS6HFWRU:HLJKWV 
PORTFOLIO MANAGER Beta 0.94 – 0.96 Fund Category 3Y-Range
Harish Krishnan since January 2014. Mr. Financial 29.55 26.73 27.16-40.81
Alpha -0.54 – -1.15
Krishnan is a Graduate from Government * S&P BSE 100 TRI Technology 12.45 10.83 11.20-18.05
Engineering College Trichur & MBA from IIM
,QYHVWPHQW,QIRUPDWLRQ Energy 10.40 13.28 9.75-14.39
Kozhikode. Prior to joining Kotak Mahindra AMC : Kotak Mahindra Asset Mngmnt. Co.
MF, he was based out of Singapore & Dubai, Automobile 9.60 5.48 3.44-10.18
Website : https://www.kotakmf.com/
managing Kotak's offshore funds. He has Registrar : CAMS Con. Staples 7.08 9.96 5.79-10.28
also worked at Infosys Technologies in his Min Inv (`) : 1,000
earlier stint. Min SIP Inv (`) : 100 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Exit Load : For units in excess of 10% of the inves.1% will Equity
([SHQVHUDWLR  be charged for red within 365 days 98.69
Debt
0.60 1.94 NAV : Growth IDCW
0.00
MIN MEDIAN FUND MAX
Cash &
Regular 382.99 49.44 Cash Eq.
0.05 2.67 Direct 427.41 56.53 1.31
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 55

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Mirae Asset Hybrid Equity Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
July 2015
Style
Category box
Hybrid: Aggressive
Hybrid

Fund
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated     
NAV (`) – – 9.97 10.83 13.84 14.01 15.68 17.83 22.06 22.58
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) – – – 8.53 27.81 1.27 11.93 13.65 23.77 2.36
+/- Category – – – 1.85 1.61 4.14 3.87 -0.57 -2.33 0.47
Rank (Fund/Category) – – – 10/31 11/35 4/35 10/43 23/46 27/48 22/45
Net Assets (` Cr) – – 180 351 1,023 1,442 3,190 4,379 6,450 7,323

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  (TXLW\ 'HEW

Delivering strong performance since its Fund Category ,QYHVWPHQW6W\OH &UHGLW4XDOLW\
inception in July 2015, this fund does

&DSLWDOLVDWLRQ
*URZWK%OHQG9DOXH +LJK0HGLXP/RZ

,QWHUHVWUDWHVHQVLWLYLW\
reasonably well in a volatile tough market. In

/DUJH0HGLXP6PDOO

+LJK0HGLXP/RZ
2018, while the category delivered negative
returns, the fund managed to contain the
downside and deliver positive returns.
However, the fund lagged slightly in the 1$ 1$
momentum-driven Thismarkets
PDF was uploade
of 2020 and To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
2021.
1-Year 3-Year 5-Year 10-Year 15-Year
In 2022, the fund's performance saw some
3RUWIROLR$JJUHJDWHV 3RUWIROLR$JJUHJDWHV
green shoots, helping it rank in the top half.
6,35HWXUQV  MarketCap 1,77,492 Avg Maturity (yrs.) 3.45
The fund maintains an equity allocation of
above 70 per cent, with a large-cap bias and Fund Category
PB / PE 3.35 / 23.17 52 week high 4.25
a highly-diversified portfolio of over 60 stocks. Large caps (%) 74.88 52 week low 2.85
It focuses on companies having sustainable
Mid caps (%) 18.58 YTM 7.45
competitive advantages and the potential to
perform across market cycles. Small caps (%) 6.54 Avg Credit Rating AAA
It focuses on high-quality instruments, with 1$ 1$
fairly limited exposure to AA rated bonds. It 7RS+ROGLQJV  7RS+ROGLQJV 
also avoids dabbling in riskier AT1 bonds. 1-Year 3-Year 5-Year 10-Year 15-Year
Reliance Industries 5.32 6.18% GOI 2024 1.96
While the average maturity usually pivots in a
5LVN0HDVXUHV ICICI Bank 5.21 6.54% GOI 2032 1.36
fairly range-bound manner, it has been
Fund Cat Avg
lowering the portfolio maturity amid the RBI’s HDFC Bank 4.88 7.38% GOI 2027 1.17
Standard Deviation 16.48 17.16
raising rates to cushion the impact of rising Infosys 4.35 7.26% GOI 2032 0.97
bond yields. Sharpe Ratio 0.60 0.59
State Bank of India 3.40 5.63% GOI 2026 0.91
Beta 0.86 0.87
PORTFOLIO MANAGERS R-Squared 0.97 0.91
Harshad Borawake since April 2020. 7RS6HFWRU  7RS5DWLQJ 
Sortino Ratio 0.71 0.65 Financial 23.05 SOV 9.42
Mr. Borawake is MBA(Fin) & B.E.(Polymers).
Vrijesh Kasera since April 2020. Mr. Kasera Alpha 0.23 0.45 Energy 8.24 Cash Equivalent 7.54
is an MBA (Fin), CFA (ICFAI).
Technology 7.92 AAA 5.64
Mahendra Kumar Jajoo since September ,QYHVWPHQW,QIRUPDWLRQ
Automobile 5.50 AA 2.66
2016. Mr. Jajoo is a B.Com (H), CS, CA AMC : Mirae Asset Investment Managers
& CFA. Website : http://www.miraeassetmf.co.in Consumer Staples 4.58 A1+ 1.98
Registrar : KFin Technologies Ltd.
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000
Equity
Exit Load: For units in excess of 15% of the investment,
([SHQVHUDWLR  72.75
1% will be charged for redemption within 365 days
Debt
1.74 2.31 NAV : Growth IDCW 19.71
MIN FUND MEDIAN MAX
Regular 22.58 15.70 Cash &
Cash Eq.
Direct 25.46 18.52
0.52 2.56 7.54
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

56 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Mirae Asset Large Cap Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
April 2008
Style
Category box
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 20.30 31.03 32.35 34.97 48.46 48.15 54.27 61.71 78.83 80.09
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 8.95 52.86 4.25 8.09 38.58 -0.63 12.73 13.70 27.74 1.60
+/- Index* (%) 1.39 18.65 6.20 3.07 5.31 -3.24 1.81 -3.14 1.21 -4.43
Rank (Fund/Category) 7/49 23/49 18/47 9/50 18/51 7/46 46/95 90/107 38/113 84/123
Net Assets (` Cr) 344 843 1,474 2,557 6,123 10,036 16,873 22,093 31,129 35,407
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

This is an actively managed fund that prefers Total Stocks 59
,QYHVWPHQW6W\OH
high-quality growing businesses but is conscious Fund Category Avg Mkt Cap (` Cr) 2,66,468 *URZWK%OHQG9DOXH
of valuations. It uses a top-down plus bottom-up

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.69

&DSLWDOLVDWLRQ
approach to portfolio construction, meaning it is Portfolio P/E Ratio 25.19
generally aligned with the benchmark at the Large caps (%) 83.37
sectoral level but may vary at the individual
Mid caps (%) 15.65
stock level where
This selection
PDF wasisuploade
done on To
a Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
1$
Small caps (%) 0.97
bottom-up basis. 1-Year 3-Year 5-Year 10-Year 15-Year
It follows a buy-and-hold strategy and
maintains a well-diversified portfolio with a
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
conservative approach to concentration risk. It
almost always remains fully invested in equity Fund Category HDFC Bank Financial 8.12-11.23 10.24
with a negligible cash allocation. However, it does ICICI Bank Financial 6.05-9.74 9.63
exercise its flexibility to invest up to 20 per cent
Infosys Technology 5.04-10.31 7.40
of its assets in mid- and small-cap stocks.
The fund has a strong track record of Reliance Industries Energy 5.86-11.68 6.99
performance, having underperformed its 1$ Axis Bank Financial 2.85-5.08 5.08
benchmark in just three calendar years since its 1-Year 3-Year 5-Year 10-Year 15-Year Bharti Airtel Cmunction 0.02-4.06 3.81
inception, last year being one of them. Over the
years, its success can be attributed to its superior 5LVN0HDVXUHV State Bank of India Financial 2.42-4.82 3.76
stock selection and versatile investment strategy. Fund Index* Cat Avg Larsen & Toubro Construction 2.07-4.74 2.76
Standard Deviation 21.63 22.45 22.42 Hindustan Unilever Con. Staples 1.09-3.68 2.68
PORTFOLIO MANAGER Sharpe Ratio 0.54 0.62 0.56
Maruti Suzuki India Automobile 1.36-3.20 2.54
Gaurav Khandelwal since October 2021. Mr.
Sortino Ratio 0.62 0.76 0.70
Khandelwal is a CA & CFA. Prior to joining Mirae
Asset Inves. Managers (I), he has worked with R-Squared 0.98 – 0.95 7RS6HFWRU:HLJKWV 
Edelweiss Securities, Ambit Capital, Emkay Beta 0.96 – 0.96 Fund Category 3Y-Range
Global, CRISIL & ICICI Bank. Financial 34.25 26.73 29.78-39.19
Alpha -1.58 – -1.15
Gaurav Misra since January 2019. Mr. Misra has * S&P BSE 100 TRI Technology 12.50 10.83 9.17-17.23
done BA Eco (Hons.) & MBA, IIM Lucknow. Mr.
Energy 9.46 13.28 8.55-16.81
Misra has over 24 years of experience in ,QYHVWPHQW,QIRUPDWLRQ
investment management & equity research AMC : Mirae Asset Investment Managers Healthcare 6.43 4.65 5.98-7.99
functions. Prior to joining Mirae Asset MF, he has Website : http://www.miraeassetmf.co.in Automobile 6.09 5.48 5.09-7.35
worked as Senior Portfolio Manager with ASK Registrar : KFin Technologies Ltd.
Investment Managers. Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 1,000 Equity
([SHQVHUDWLR  Exit Load :1% for redemption within 365 days 98.42
Debt
0.60 1.57 0.00
MIN MEDIAN FUND MAX NAV : Growth IDCW
Cash &
Regular 80.09 24.18 Cash Eq.
0.05 2.67 Direct 88.03 54.22 1.58
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 57

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Nippon India ETF Nifty Next 50 Junior BeES
Launch Date
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
February 2003
Category
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

Value Traded
` crore

Premium/Discount to NAV (%)

+LVWRU\ 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Market Return (%) 5.68 43.70 7.87 7.45 45.41 -7.49 1.02 15.84 30.43 0.77
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Avg. Premium/Discount (%) -0.66 -0.02 0.11 0.10 -0.01 0.16 0.13 0.15 0.14 0.14
52 Week High - Premium (%) 4.97 2.43 2.34 3.57 0.67 0.88 0.79 3.79 0.90 1.22
52 Week Low - Discount (%) -2.58 -2.49 -1.13 -0.93 -0.51 -0.44 -0.36 -1.52 -0.86 -0.29
Total Return (NAV-based)
This PDF 5.13
(%) was uploade 45.09
To Telegram 7.06
channel_ LBS 7.21 46.30
Newspaper -7.96 1.35 15.54 30.46 0.68
platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Tracking Error (%) 0.10 0.38 0.10 0.14 0.11 0.07 0.38 0.22 0.07 0.08
Rank (Fund/Category) 45/60 8/65 2/65 8/74 2/79 83/87 88/95 59/107 21/113 97/123
Net Asset (` Cr) 61 101 102 104 248 879 1,222 1,417 2,294 3,136
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )81'67</(

This ETF invests in companies ranked between Fund Category Total Stocks 50 ,QYHVWPHQW6W\OH

&DSLWDOLVDWLRQ
*URZWK%OHQG9DOXH
51 and 100 in terms of market capitalisation on Avg Mkt Cap (` Cr) 86,070

/DUJH0HGLXP6PDOO
the National Stock Exchange. It is the largest Portfolio P/B Ratio 5.38
and one of the oldest ETFs tracking this index. Portfolio P/E Ratio 39.08
Since the fund invests in the Next 50
3Y Earnings Growth 13.62
constituents, they usually deliver higher returns
than the Nifty 50 Index but suffer bigger falls 1-Year 3-Year 5-Year 10-Year 15-Year
during downturns. 7RS6HFWRU 
The oldest fund in the category has 6,35HWXUQV  Fund Category 3Y-High 3Y-Low
expenses that are in line with those of the Energy 14.02 13.28 14.40 5.12
peers tracking the same index. With assets of Fund Category
Consumer Staples 12.97 9.96 21.23 12.00
`3,020 crore, the fund’s average trading volume
Capital Goods 12.72 3.70 13.06 3.64
– around `3.5 crore as of October 2022 – is
miles ahead of its peers in the category. It fares Financial 12.07 26.73 31.80 9.28
well on tracking errors and is suitable for Materials 9.65 5.20 9.65 0.00
investors looking for a more aggressive option 1-Year 3-Year 5-Year 10-Year 15-Year
within the large-cap universe.
,QYHVWPHQW,QIRUPDWLRQ 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
PORTFOLIO MANAGER
AMC : Nippon Life India Asset Mngmnt. Equity
Mehul Dama since September 2021. Mr. Dama 99.81
Website : http://www.nipponindiamf.com
has done C.A. & B.Com. Registrar : KFin Technologies Ltd. Debt
0.00
Min Inv (`) : 10,000
([SHQVHUDWLR  Min SIP Inv (`) : Cash &
--
Cash Eq.
0.15 0.60 Exit Load : Nil 0.19
MIN FUND MEDIAN MAX
NAV : IDCW
0.05 2.67 Regular 445.80

Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

58 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 SBI Bluechip Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
February 2006
Style
Category box
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 17.82 26.34 28.45 29.82 38.83 37.24 41.57 48.36 60.98 63.64
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 7.58 47.86 7.99 4.83 30.23 -4.09 11.64 16.34 26.08 4.36
+/- Index* (%) 0.02 13.65 9.94 -0.19 -3.05 -6.70 0.72 -0.50 -0.45 -1.68
Rank (Fund/Category) 24/60 5/65 1/65 14/74 30/79 67/87 59/95 30/107 45/113 72/123
Net Assets (` Cr) 753 1,371 3,624 10,104 17,869 20,610 23,641 25,925 31,774 35,617
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

Following a blend of growth and value styles, Total Stocks 48
,QYHVWPHQW6W\OH
the fund uses a top-down plus bottom-up Fund Category Avg Mkt Cap (` Cr) 2,39,895 *URZWK%OHQG9DOXH
approach for selecting sectors and stocks. It

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.81

&DSLWDOLVDWLRQ
focuses on businesses that have a track Portfolio P/E Ratio 26.44
record of profit growth and efficient capital Large caps (%) 88.77
allocation while avoiding stocks with very
Mid caps (%) 11.23
high price multiples.
This PDF Its was
portfolio comprises
uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) –
55–60 stocks, with a relatively low 1-Year 3-Year 5-Year 10-Year 15-Year
concentration among the top holdings. The
fund management typically invests with a
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
horizon of one year for large-cap companies Fund Category
and two to three years for mid-cap HDFC Bank Financial 7.79-11.27 8.70
companies, though actual holding periods are ICICI Bank Financial 5.07-8.14 8.14
usually much longer.
Infosys Technology 1.98-6.47 5.11
Since 2019, the fund has been fairly
consistent among peers. In the last four Reliance Industries Energy 2.08-5.21 4.81
calendar years, its direct plan has delivered Larsen & Toubro Construction 3.09-4.57 4.41
returns above the category average. Its 1-Year 3-Year 5-Year 10-Year 15-Year ITC Con. Staples 3.21-4.49 4.20
expense ratio is slightly on the higher side,
considering its size and the availability of 5LVN0HDVXUHV HDFC Financial 3.09-4.21 3.78
lower-cost alternatives. This matters in the Fund Index* Cat Avg State Bank of India Financial 1.67-3.55 3.10
large-cap space, where the margin of Standard Deviation 22.40 22.45 22.42 HCL Technologies Technology 3.04-5.09 3.04
performance has narrowed significantly in Sharpe Ratio 0.59 0.62 0.56
Mahindra & Mahindra Automobile 1.34-2.89 2.73
recent years, particularly with regard to the
Sortino Ratio 0.71 0.76 0.70
benchmark.
R-Squared 0.98 – 0.95 7RS6HFWRU:HLJKWV 
PORTFOLIO MANAGER Beta 0.99 – 0.96 Fund Category 3Y-Range
Sohini Andani since September 2010. Ms. Financial 29.11 26.73 26.62-42.00
Alpha -0.62 – -1.15
Andani is a B.Com (H) & C.A. Prior to joining * S&P BSE 100 TRI Automobile 11.46 5.48 6.17-12.26
SBI MF, she has worked with ING Investment
Technology 8.15 10.83 5.18-12.47
Management, ASK Raymond James & ,QYHVWPHQW,QIRUPDWLRQ
Associates, LKP Shares & Securities, Advani AMC : SBI Funds Management Ltd Healthcare 6.85 4.65 3.98-9.49
Share Broker, CRISIL, & KR Choksey Shares Website : http://www.sbimf.com Con. Staples 6.73 9.96 4.43-9.88
& Securities. Registrar : CAMS
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load :1% for redemption within 365 days 94.03
Debt
0.60 1.59 0.14
MIN MEDIAN FUND MAX NAV : Growth IDCW
Cash &
Regular 63.64 36.20 Cash Eq.
0.05 2.67 Direct 69.25 44.94 5.83
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 59

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 SBI Equity Hybrid Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 1995
Style
Category box
Hybrid: Aggressive
Hybrid

Fund
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 63.08 90.35 96.99 100.58 128.40 128.32 145.63 164.41 203.22 207.84
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 11.86 43.24 7.36 3.70 27.66 -0.06 13.49 12.90 23.60 2.27
+/- Category 5.86 3.58 4.39 -2.98 1.46 2.81 5.43 -1.32 -2.50 0.38
Rank (Fund/Category) 2/26 13/26 5/27 26/31 13/35 10/38 7/41 28/46 29/48 23/45
Net Assets (` Cr) 456 1,226 3,242 7,547 19,245 28,635 31,620 35,655 48,794 57,409

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  (TXLW\ 'HEW

A stable performer in the category, this seasoned Fund Category ,QYHVWPHQW6W\OH &UHGLW4XDOLW\
fund has successfully manoeuvred several

&DSLWDOLVDWLRQ
*URZWK%OHQG9DOXH +LJK0HGLXP/RZ

,QWHUHVWUDWHVHQVLWLYLW\
market cycles under the leadership of its

/DUJH0HGLXP6PDOO

+LJK0HGLXP/RZ
experienced fund managers.
It has outperformed peers in the majority of
calendar years, however, 2016, 2020 and 2021
were particularly bad. 2022 saw the margin of
underperformanceThisreduce.
PDF was uploade To
Nevertheless, a Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
1-Year 3-Year 5-Year 10-Year 15-Year
strong historical track record places it among the
3RUWIROLR$JJUHJDWHV 3RUWIROLR$JJUHJDWHV
most promising aggressive hybrid funds.
6,35HWXUQV  MarketCap 2,15,720 Avg Maturity (yrs.) 7.85
The fund's equity exposure moves in a range
of 65–75 per cent. With a diversified portfolio of Fund Category
PB / PE 3.78 / 27.32 52 week high 8.67
high-growth companies, it invests majorly in large Large caps (%) 79.30 52 week low 1.90
caps, followed by mid and small caps.
Mid caps (%) 19.89 YTM 7.20
Earlier, about half of the debt portion was
deployed in high-yielding credits, while the other Small caps (%) 0.81 Avg Credit Rating AAA
half was invested in high-quality bonds. Over the
last two years, the fund has reduced its exposure 7RS+ROGLQJV  7RS+ROGLQJV 
to AA and below-rated bonds and 1-Year 3-Year 5-Year 10-Year 15-Year
HDFC Bank 7.05 7.26% GOI 2032 7.95
correspondingly, increased its exposure to A1+
5LVN0HDVXUHV ICICI Bank 6.65 7.54% GOI 2036 4.17
bonds. Its duration is more dynamically
Fund Cat Avg
managed, depending upon the fund-management State Bank of India 5.25 7.38% GOI 2027 1.50
Standard Deviation 16.03 17.16
team's view on interest rates. Bharti Airtel 4.74 7.17% GOI 2028 1.50
Sharpe Ratio 0.59 0.59
Infosys 3.99 7.93%WB SDL 2037 0.99
PORTFOLIO MANAGERS Beta 0.82 0.87
R Srinivasan since January 2012. R-Squared 0.93 0.91
Mr. Srinivasan is M.Com & MFM. Prior to joining 7RS6HFWRU  7RS5DWLQJ 
Sortino Ratio 0.64 0.65 Financial 26.46 SOV 17.11
SBI MF, he has worked with Principal AMC,
Oppenheimer & Co, Indosuez WI Carr and Alpha 0.31 0.45 Healthcare 9.26 Cash Equivalent 3.24
Motilal Oswal.
Services 5.39 AAA 2.21
Dinesh Ahuja since January 2011. Mr. Ahuja is a ,QYHVWPHQW,QIRUPDWLRQ
Automobile 5.22 AA 1.94
B.Com (H) & MMS (Fin). Prior to joining SBI AMC : SBI Funds Management Ltd
AMC, he has worked with L&T Investment Website : http://www.sbimf.com Communication 4.74 A and Below 0.41
management Ltd., Reliance Asset Mngmnt & Registrar : CAMS
Reliance General insurance. Min Inv (`) : 1,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500
Equity
Exit Load: For units in excess of 10% of the investment,
([SHQVHUDWLR  75.1
1% will be charged for redemption within 365 days
Debt
1.46 2.31 NAV : Growth IDCW 21.66
MIN FUND MEDIAN MAX Regular 207.84 44.04 Cash &
Cash Eq.
Direct 225.67 66.04
0.52 2.56 3.24
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

60 BEST FUNDS 2023

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 SBI Nifty 50 ETF
Launch Date
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
July 2015
Category
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

Value Traded
` crore

Premium/Discount to NAV (%)

+LVWRU\ 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Market Return (%) -- -- -- 4.14 27.91 3.89 13.66 15.17 22.42 5.77
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Avg. Premium/Discount (%) -- -- -- 0.32 0.11 0.08 0.13 0.26 0.10 0.06
52 Week High - Premium (%) -- -- -- 5.90 1.50 1.57 1.68 10.73 2.95 2.05
52 Week Low - Discount (%) -- -- -- -0.74 -0.57 -0.57 -0.51 -1.26 -0.59 -0.38
Total Return (NAV-based)
This PDF -- To Telegram
(%)was uploade -- -- LBS Newspaper
channel_ 4.47 30.16 4.58 13.44 15.71 25.48 5.61
platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Tracking Error (%) -- -- -- 0.04 0.02 0.03 0.01 0.19 0.01 0.03
Rank (Fund/Category) -- -- -- 21/74 31/79 20/87 31/95 48/107 57/113 32/123
Net Asset (` Cr) -- -- 3,400 11,827 29,244 42,708 66,362 89,442 1,22,852 1,58,280
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )81'67</(

This ETF tracks the 50 companies that comprise Total Stocks 50 ,QYHVWPHQW6W\OH

&DSLWDOLVDWLRQ
Fund Category *URZWK%OHQG9DOXH
the Nifty Index. With the Employees’ Provident Avg Mkt Cap (` Cr) 4,44,400

/DUJH0HGLXP6PDOO
Fund Organisation (EPFO) making an average Portfolio P/B Ratio 3.56
annual investment of nearly `36,000 crore here Portfolio P/E Ratio 24.27
since 2019–20, the fund’s assets under manage-
1$ 1$ 3Y Earnings Growth 19.00
ment became more than `1.5 lakh crore as of
October 2022. That's more than twice the 1-Year 3-Year 5-Year 10-Year 15-Year
amount it was two years back. 7RS6HFWRU 
A good ETF should be able to replicate the 6,35HWXUQV  Fund Category 3Y-High 3Y-Low
underlying index efficiently and closely align its Financial 35.79 26.73 41.97 33.04
market price with its NAV. SBI ETF Nifty 50 Fund Category
Technology 14.37 10.83 19.08 12.77
scores well on both these counts: it had one of
Energy 14.31 13.28 18.93 13.32
the lowest tracking errors at 0.03 in the last year,
while its NAV and market price remain fairly Consumer Staples 8.58 9.96 11.27 7.18
range bound. What’s more, it had one of the low- 1$ 1$ Automobile 5.52 5.48 5.99 4.54
est expense ratios in the category at 0.07 per 1-Year 3-Year 5-Year 10-Year 15-Year
cent as of October 2022.
,QYHVWPHQW,QIRUPDWLRQ 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
PORTFOLIO MANAGER
AMC : SBI Funds Management Ltd Equity
Raviprakash Sharma since July 2015. Mr. 99.96
Website : http://www.sbimf.com
Sharma is a B.Com (H), CA & CFA (USA). Registrar : CAMS Debt
0.00
Min Inv (`) : 5,000
([SHQVHUDWLR  Min SIP Inv (`) : Cash &
--
Cash Eq.
0.07 0.60 Exit Load : Nil 0.04
MIN FUND MEDIAN MAX
NAV : IDCW
0.05 2.67 Regular 187.15

Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 61

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 SBI Nifty Index Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
January 2002
Style
Category box
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 53.69 70.06 67.11 69.40 89.61 93.02 104.68 119.95 149.53 157.16
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 6.19 30.48 -4.21 3.40 29.13 3.78 12.53 14.59 24.66 5.10
+/- Index* (%) -1.37 -3.73 -2.26 -1.62 -4.15 1.18 1.61 -2.25 -1.87 -0.93
Rank (Fund/Category) 40/60 56/65 57/65 38/74 56/79 35/87 49/95 78/107 73/113 52/123
Net Assets (` Cr) 26 45 147 228 239 342 526 950 1,812 3,199
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

The fund’s assets under management have Fund Category Total Stocks 50
,QYHVWPHQW6W\OH
more than tripled in the last two years from Avg Mkt Cap (` Cr) 4,44,523 *URZWK%OHQG9DOXH
`870 crore in October 2020 to over `3,000

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 3.56

&DSLWDOLVDWLRQ
crore in October 2022. Besides, it has one Portfolio P/E Ratio 24.27
of the lowest tracking errors in the passive- Large caps (%) 100
fund category, which means it does an
Mid caps (%) –
excellent job of replicating
This PDF was theuploade
Nifty 50To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) –
Index. Like many other index funds, its
1-Year 3-Year 5-Year 10-Year 15-Year
expense ratio, too, has increased in the
past one year. But at a current 0.18 per
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
cent, it is comparable with many of its
peers. Fund Category Reliance Industries Energy 9.06-14.55 11.34
Recently, this fund has been elevated to HDFC Bank Financial 8.09-10.98 8.52
our ‘Best Buy’ list in this category, as its
ICICI Bank Financial 4.70-7.99 7.99
lower tracking error and expense ratio
warmed our hearts. Infosys Technology 5.28-9.21 7.20
HDFC Financial 5.38-8.50 5.88
PORTFOLIO MANAGER 1-Year 3-Year 5-Year 10-Year 15-Year TCS Technology 4.06-5.47 4.18
Raviprakash Sharma since February
2011. Mr. Sharma is a B.Com (H), CA & 5LVN0HDVXUHV ITC Con. Staples 2.49-4.19 3.60
CFA (USA). Prior to joining SBI AMC, he Fund Index* Cat Avg Kotak Mahindra Bank Financial 3.39-4.90 3.44
has worked with HDFC AMC, Citigroup Standard Deviation 22.70 22.45 22.42 Larsen & Toubro Construction 2.22-3.45 3.02
Wealth Advisors, Kotak Securities, Times Sharpe Ratio 0.55 0.62 0.56
Hindustan Unilever Con. Staples 2.41-4.45 2.89
Investors Services & Birla Sun Life
Sortino Ratio 0.68 0.76 0.70
Securities.
R-Squared 1.00 – 0.95 7RS6HFWRU:HLJKWV 
Beta 1.01 – 0.96 Fund Category 3Y-Range
Financial 35.81 26.73 33.30-42.49
Alpha -1.51 – -1.15
* S&P BSE 100 TRI Technology 14.39 10.83 12.82-19.05
Energy 14.34 13.28 13.35-19.02
,QYHVWPHQW,QIRUPDWLRQ
AMC : SBI Funds Management Ltd Con. Staples 8.58 9.96 7.24-10.95
Website : http://www.sbimf.com Automobile 5.51 5.48 4.38-6.00
Registrar : CAMS
Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : 0.2% for redemption within 15 days 100.09
Debt
0.50 0.60 0.05
MIN FUND MEDIAN MAX NAV : Growth IDCW
Cash &
Regular 157.16 80.63 Cash Eq.
0.05 2.67 Direct 163.65 84.06 -0.14
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

62 BEST FUNDS 2023

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 UTI Nifty Next 50 Index Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
June 2018
Style
Category box
Equity: Large Cap

Fund
Index*
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated  
NAV (`) – – – – – 10.00 10.09 11.59 15.02 15.04
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 2 3 4
Total Return (%) – – – – – – 0.93 14.83 29.67 0.10
+/- Index* (%) – – – – – – -9.98 -2.02 3.14 -5.93
Rank (Fund/Category) – – – – – – 90/95 73/107 26/113 104/123
Net Assets (` Cr) – – – – – 304 576 779 1,494 2,112
* S&P BSE 100 TRI

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV )XQG6W\OH

This fund invests a specific portion of the money Fund Category Total Stocks 50
,QYHVWPHQW6W\OH
in the next 50 companies that come after the Avg Mkt Cap (` Cr) 86,087 *URZWK%OHQG9DOXH
Nifty 50 Index. Its long-term returns (10, 15 and

/DUJH0HGLXP6PDOO
Portfolio P/B Ratio 5.38

&DSLWDOLVDWLRQ
20 years) have comfortably beaten the Nifty 50 Portfolio P/E Ratio 39.08
Index, but its downsides are heavier during Large caps (%) 83.38
bearish phases. That’s mainly due to its
Mid caps (%) 16.62
exposure to theThis next
PDF50 was
companies,
uploade which are
To Telegram channel_ LBS Newspaper 1$ 1$
platform 1$
(https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Small caps (%) –
relatively more volatile than their Nifty 50 peers.
1-Year 3-Year 5-Year 10-Year 15-Year
That said, there is only over 13 per cent of the
money exposed to them, while the remaining
7RS+ROGLQJV 
6,35HWXUQV  Company Sector 3Y-Range Assets
amount is set aside for the Nifty 50 blue chips. Fund Category
Its assets under management have almost Pidilite Industries Chemicals 2.70-3.70 3.66
tripled in the past two years from `680 crore Ambuja Cements Materials 1.84-3.66 3.66
(October 2020) to `2,025 crore (October 2022).
Tata Power Company Energy 0.00-3.43 3.32
While choosing an index fund, one should
consider its ability to replicate the underlying Bharat Electronics CG 0.00-3.43 3.29
index efficiently and its expenses. On both these 1$ 1$ 1$ Adani Total Gas Energy 0.00-3.32 3.27
counts, the fund scores well relative to its peers. 1-Year 3-Year 5-Year 10-Year 15-Year Dabur India Con. Staples 2.59-4.48 3.00
While the fund’s expenses are in line with those
of its peers, its tracking error in the last year was 5LVN0HDVXUHV SRF 'LYHUVL¿HG 0.00-3.38 3.00
among the lowest. It’s a good choice for those Fund Index* Cat Avg Vedanta Metal & Mng 0.00-4.22 2.96
who want to invest passively in emerging blue Standard Deviation 21.76 22.45 22.42 Godrej Con. Products Con. Staples 2.45-3.70 2.91
chips. Sharpe Ratio 0.55 0.62 0.56
Shree Cement Materials 0.00-4.11 2.78
Sortino Ratio 0.70 0.76 0.70
PORTFOLIO MANAGER
Sharwan Kumar Goyal since July 2018. Mr. R-Squared 0.90 – 0.95 7RS6HFWRU:HLJKWV 
Goyal is B.Com, CFA and MMS. He began his Beta 0.92 – 0.96 Fund Category 3Y-Range
career with UTI in June 2006 & has 15 years of Energy 14.02 13.28 5.15-14.42
Alpha -0.75 – -1.15
overall experience in Risk / Fund management. * S&P BSE 100 TRI Con. Staples 12.96 9.96 12.01-21.24
Presently he is working as Equity Fund
Capital Goods 12.72 3.70 3.64-13.10
Manager. ,QYHVWPHQW,QIRUPDWLRQ
Ayush Jain since May 2022. Mr. Jain is B.Com, AMC : UTI Asset Management Company Ltd Financial 12.07 26.73 9.30-31.82
C.A and CFA (level 1). Prior to joining UTI MF, Website : http://www.utimf.com Materials 9.65 5.20 0.00-9.65
he has worked with PMS & Anand Saklecha Registrar : KFin Technologies Ltd.
& Co. Min Inv (`) : 5,000 7RS+ROGLQJV  $VVHW$OORFDWLRQ 
Min SIP Inv (`) : 500 Equity
([SHQVHUDWLR  Exit Load : NIL 99.77
Debt
0.60 0.79 0.00
MIN MEDIAN FUND MAX NAV : Growth IDCW
Cash &
Regular 15.04 Cash Eq.
0.05 2.67 Direct 15.41 0.23
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 63

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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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to get regular income. A regular income-seeker can consider investing
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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
This category features our chosen equity-savings funds. With a net

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` Mirae Asset Equity Savings

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*VUZLY]H[P]L

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„ „ „ „ „ „ „
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„ „ „ „ „ „ „
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` Axis Equity Saver

„ „ „ „ „ „ „
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„ „ „ „ „ „ „
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every year.
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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Axis Equity Saver Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
August 2015
Style
Category box
Hybrid: Equity
Savings

Fund
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated     
NAV (`) – – 10.05 10.29 11.80 12.41 13.44 15.00 16.99 16.96
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) – – – 2.39 14.67 5.14 8.30 11.61 13.27 -0.18
+/- Category – – – -4.49 0.52 4.21 1.55 2.41 1.21 -3.31
Rank (Fund/Category) – – – 11/11 7/13 1/14 6/21 6/23 6/23 20/22
Net Assets (` Cr) – – 987 836 578 759 812 702 1,161 1,114

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  'HEW (TXLW\

The fund invests around 40 per cent of &UHGLW4XDOLW\ ,QYHVWPHQW6W\OH
Fund Category

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your money in shares, which is geared

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towards capital appreciation. The balance
is invested in a mix of bonds and arbitrage
opportunities (in the equity market) to
1$ 1$
generate steady
This income.
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between wealth generation and income
should appeal to conservative investors 1-Year 3-Year 5-Year 10-Year 15-Year
looking for inflation-beating returns sans 3RUWIROLR$JJUHJDWHV 3RUWIROLR$JJUHJDWHV
sharp ups and downs of a pure equity fund. 6,35HWXUQV  Avg Maturity (yrs.) 3.07 MarketCap 3,58,258
Therefore, it is also suitable for regular 52 week high 5.54 PB / PE 3.67 / 26.26
income seekers looking for a simple, Fund Category 52 week low 2.83 Large caps (%) 93.74
hands-free solution.
2022 was a brutal year for growth-style YTM 6.64 Mid cap (%) 5.58
investors, with this fund being no exception. Avg Credit Rating GOI/Cash Small cap (%) 0.67
But it doesn’t take away much from the
illustrious long-term track record built by 1$ 1$ 7RS+ROGLQJV  7RS+ROGLQJV 
the fund. Company Assets Company Assets
1-Year 3-Year 5-Year 10-Year 15-Year
Conservative investors should find its 7.38% GOI 2027 3.62 HDFC Bank 9.35
high-quality, large-cap-dominated equity GOI 22/09/2033 3.14 Reliance Industries 7.50
5LVN0HDVXUHV
portfolio to their liking. Fund Cat Avg. 7.26% GOI 2032 2.96 ICICI Bank 6.93
The same quality orientation extends to
Standard Deviation 10.01 9.10
the debt portfolio too, with it confining itself RBI 182-D 2023 2.68 Infosys 3.60
to the safety of government bonds and Sharpe Ratio 0.46 0.52 RBI 364-D 2023 2.23 Indusind Bank 2.94
AAA-corporate bonds.
Despite the recent underperformance, it 7RS5DWLQJ  7RS6HFWRU 
remains a preferred choice in the growth- ,QYHVWPHQW,QIRUPDWLRQ Cash Equivalent 34.18 Financial 17.98
and-income segment. AMC : Axis Asset Management Co. SOV 21.42 Technology 7.87
Website : http://www.axismf.com
AAA 1.85 Automobile 4.41
PORTFOLIO MANAGERS Registrar : KFin Technologies Ltd.
Kaustubh Sule since November 2021 Min Inv (`) : 500 AA 0.89 Materials 3.59
Anupam Tiwari since October 2016 Min SIP Inv (`) : 100 Energy 2.75
R Sivakumar since July 2015 Exit Load : For units in excess of 10% of the investment,
1% will be charged for redemption within 30 days $VVHW$OORFDWLRQ)XQG  $VVHW$OORFDWLRQ&DWHJRU\ 
Net Equity Equity
([SHQVHUDWLR  41.68 39.74
NAV : Growth IDCW IDCWM IDCWQ
Debt Debt
2.04 2.22 Regular 16.96 12.84 11.32 11.46 30.17 21.88
MIN MAX
MEDIAN FUND Direct 18.59 13.35 12.58 12.78 Cash &
Cash &
IDCWM-Monthly, IDCWQ-Quarterly Cash Eq. Cash Eq.
1.00 2.51 28.15 38.38
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 67

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Mirae Asset Equity Savings Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 2018
Style
Category box
Hybrid: Equity
Savings

Fund
Category
(Rebased to 10,000)

+LVWRU\
Rating Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated Not Rated  
NAV (`) -- -- -- -- -- 10.03 11.12 12.64 14.63 15.17
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) -- -- -- -- -- -- 10.87 13.69 15.71 3.68
+/- Category -- -- -- -- -- -- 4.12 4.49 3.65 0.55
Rank (Fund/Category) -- -- -- -- -- -- 1/21 1/23 4/23 8/22
Net Assets (` Cr) -- -- -- -- -- 29 76 159 450 592

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Fund Category
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Being an equity savings fund, it invests in a

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mix of equity shares (about 40 per cent),

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arbitrage opportunities (30–35 per cent)
and the balance in bonds.
Over the years, its slightly higher equity
allocation thanThis
peers haswas
PDF translated
uploadeintoTo Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
higher drawdowns during market 1$ 1$ 1$
corrections, but it has made up for it well by 1-Year 3-Year 5-Year 10-Year 15-Year
staying ahead of its peers in every calendar 3RUWIROLR$JJUHJDWHV 3RUWIROLR$JJUHJDWHV
year of its existence. Consistency of 6,35HWXUQV  Avg Maturity (yrs.) 3.87 MarketCap 1,37,249
performance is, in fact, a trait it inherits 52 week high 4.08 PB / PE 3.52 / 24.37
from its fund family. Fund Category 52 week low 2.94 Large caps (%) 72.37
On the equity side, the fund manager
aims to build a portfolio of companies with YTM 7.17 Mid cap (%) 22.56
sustainable competitive advantages and an Avg Credit Rating GOI/Cash Small cap (%) 5.07
ability to perform across market cycles. The
debt portion mostly comprises government 1$ 1$ 1$ 7RS+ROGLQJV  7RS+ROGLQJV 
bonds which it prefers to buy and hold till Company Assets Company Assets
1-Year 3-Year 5-Year 10-Year 15-Year
maturity. So overall, the portfolio aligns well 5.63% GOI 2026 4.04 Reliance Industries 4.03
with the conservative orientation of the 7.38% GOI 2027 3.41 Infosys 3.74
5LVN0HDVXUHV
investors it is meant for. Fund Cat Avg. 5.74% GOI 2026 3.22 HDFC Bank 3.31
An exceptionally low expense ratio,
Standard Deviation 10.10 9.10
which is otherwise difficult to find among 6.54% GOI 2032 3.20 ICICI Bank 2.95
hybrid funds, sweetens the deal further. Sharpe Ratio 0.71 0.52 6.18% GOI 2024 2.50 Axis Bank 2.95

PORTFOLIO MANAGERS 7RS5DWLQJ  7RS6HFWRU 

Harshad Borawake since October 2019. ,QYHVWPHQW,QIRUPDWLRQ Cash Equivalent 37.75 Financial 13.48
Bharti Sawant since December 2020 AMC : Mirae Asset Investment Managers SOV 19.58 Energy 4.76
Vrijesh Kasera since October 2019. Website : http://www.miraeassetmf.co.in
AA 0.83 Technology 4.55
Mahendra Kumar Jajoo since November Registrar : KFin Technologies Ltd.
2018. Min Inv (`) : 5,000 Automobile 2.92
Min SIP Inv (`) : 1,000 Healthcare 2.56
Exit Load : For units in excess of 15% of the investment,
1% will be charged for redemption within 365 days $VVHW$OORFDWLRQ)XQG  $VVHW$OORFDWLRQ&DWHJRU\ 
Net Equity Equity
([SHQVHUDWLR  41.83 39.74
NAV : Growth IDCW
Debt Debt
1.41 2.04 Regular 15.17 12.79 20.41 21.88
MIN FUND MAX
MEDIAN Direct 15.84 13.48 Cash &
Cash &
Cash Eq. Cash Eq.
1.00 2.51 37.75 38.38
Comparison with the active peers of the same category. Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

68 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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(https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.

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This list features our selection of short-duration funds. These funds are

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suitable for an investment horizon of one year to three years or for the

„ „ „ „ „ „ „ „ „
core fixed-income allocation in your longer-term portfolio. The risk of

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
„ „ „ „ „ „ „ „ „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

` HSBC Short Duration Fund

„ „ „ „ „ „ „ „ „
incurring a loss in these funds is low and you can expect to earn
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ can fetch. „ „ „ „ „ „ „ „ „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ „ „ „ „ „ „ „ „ „

` IDFC Bond Short Term

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deposit
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platform
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bank fixed
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Newspaper
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than what
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„ „ „ „ „ „ „ „ „
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returnschannel_
„ „ „ „ „ „ „ „ „

` HDFC Short Term Debt

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` Axis Short Term

To Telegram
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„ „ „ „ „ „ „ „ „
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6<970*2:
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higher
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uploade
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slightly
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This PDF was

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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Axis Short Term Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
January 2010
Style
Category box
Debt: Short Duration

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 13.42 14.77 15.97 17.51 18.55 19.73 21.65 23.85 24.68 25.59
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 7.30 10.04 8.11 9.64 5.93 6.31 9.77 10.14 3.48 3.70
+/- Category Return (%) -0.86 -0.16 0.37 0.46 0.54 0.27 5.05 1.16 -0.87 -0.40
Rank (Fund/Category) 25/34 22/35 22/34 12/34 11/34 10/28 2/28 7/26 10/26 5/25
Net Assets (` Cr) 729 993 2,351 5,642 6,091 4,810 4,404 14,992 13,768 7,478

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

Aimed at providing optimum returns with Total Securities 173 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
moderate risk, the fund takes a measured Avg Maturity (yrs.) 2.59 +LJK0HGLXP/RZ
approach to both credit and duration. It

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 2.63
maintains a high-quality portfolio but takes
limited exposure to bonds rated AA and Avg Maturity 52W Low(yrs) 2.14
below. With the average portfolio maturity Avg Credit Rating AAA
predominantly being
This PDFtwo
wasto uploade
three years, it
To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
also takes exposure to bonds with maturity 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
over three years. This four-star fund (direct Company Instrument Assets
plan) has outpaced its peers on a three-, %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
7.28% HDFC 01/03/2024 Debenture 4.72
as well as five-year basis. Its direct plan
comes with an expense ratio of 0.30 per 7.38% GOI 20/06/2027 GOI Sec 4.39
cent. 5.63% GOI 12/04/2026 GOI Sec 4.22
Last year, while the category in general
7.26% GOI 22/08/2032 GOI Sec 3.67
witnessed a fall in AUM, this fund
witnessed a notable fall in assets. However, GOI 04/10/2028 GOI Sec 3.36
the fund manager clarified that it was an 6.7% Mahindra Rural Hou.Fin. 2024 Deb 3.26
‘industry phenomenon’ during times of
7.90% Bajaj Finance 17/11/2025 Deb 2.68
rising rates. 5LVNRPHWHU
Although it managed to steer clear of Axis ST Fund NIFTY SD Debt Index B-II 8.70%Bharti Telecom 21/11/2024 Deb 2.68
the default mess, it had a small exposure of Hero FinCorp 20/05/2024 Deb 2.68
around 0.5 per cent of the AUM to DHFL (in
Hero FinCorp 19/07/2024 NCD 2.01
May 2019), which had to be written down.

PORTFOLIO MANAGER RISKOMETER RISKOMETER

&UHGLW5DWLQJ%UHDNXS 
Devang Shah since November 2012.
Mr. Shah is B.Com and ACA. Prior to
,QYHVWPHQW,QIRUPDWLRQ
joining Axis AMC, he has worked with AMC : Axis Asset Management Co.
ICICI Prudential AMC, Deutsche Asset Website : http://www.axismf.com
Management (India) Pvt. Ltd. and Registrar : KFin Technologies Ltd.
PricewaterhouseCoopers. Min Inv (`) : 5,000
Min SIP Inv (`) : 1,000
Exit Load : NIL
,QVWUXPHQW%UHDNXS 

([SHQVHUDWLR 
NAV : Growth IDCW IDCWW IDCWM
0.99 1.04
MIN FUND MEDIAN MAX Regular 25.59 17.12 10.40 10.20
Direct 27.53 16.84 10.25 10.02
0.51 1.49 IDCWD-Daily, IDCWW-Weekly, IDCWM-Monthly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 71

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 HDFC Short Term Debt Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
June 2010
Style
Category box
Debt: Short Duration

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 13.48 14.89 16.18 17.69 18.84 20.16 22.12 24.54 25.49 26.39
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 8.39 10.41 8.70 9.31 6.52 6.97 9.71 10.96 3.86 3.53
+/- Category Return (%) 0.23 0.21 0.97 0.13 1.13 0.93 4.99 1.98 -0.49 -0.57
Rank (Fund/Category) 13/34 12/35 8/34 15/34 5/34 3/28 4/28 2/26 7/26 6/25
Net Assets (` Cr) 1,828 2,841 5,782 8,868 9,490 8,985 10,519 17,928 18,229 12,248

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

One of the largest short-duration funds in Total Securities 131 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
terms of AUM, this fund seeks to benefit Avg Maturity (yrs.) 3.13 +LJK0HGLXP/RZ
from mispriced opportunities on both credit

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 3.13
and duration aspects. Maintaining a
balance between risk and returns, the fund Avg Maturity 52W Low(yrs) 2.69
takes tactical lower-rated exposure, Avg Credit Rating AAA
alongside investing in bonds
This PDF with maturity
was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
over three years. 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
Exposures to lower-rated papers are Company Instrument Assets
well-contained at 10–15 per cent of the %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
GOI 04/10/2028 GOI Sec 4.67
portfolio. It has always maintained a strict
maturity range, with the portfolio maturity 6.79% GOI 15/05/2027 GOI Sec 2.98
staying within one to two years. Over the 6.65% Samvardhana Motherson Int. NCD 2.42
last two years, the fund has tended towards
IndInfravit Trust 2038 NCD 2.30
the higher end of three years.
Under its veteran fund manager Anil 7.38% GOI 20/06/2027 GOI Sec 2.39
Bamboli, the scheme has been deftly 6.97% GOI 06/09/2026 GOI Sec 2.27
managing risk to be a category leader.
8.70% Bharti Telecom 21/11/2024 Deb 2.25
Since its existence, it has managed to beat 5LVNRPHWHU
its category in most calendar years. HDFC ST Debt CRISIL SD Fund B-II 7.99% SBI AT2 Bond 2.06
Although it could broadly navigate the 6.92% REC 22/04/2023 NCD 2.04
credit events that impacted debt funds, it
7.59% GOI 11/01/2026 GOI Sec 1.99
had small exposure (about 0.7 per cent of
the AUM) to a special-purpose vehicle
(SPV) of IL&FS in September 2018. RISKOMETER RISKOMETER
&UHGLW5DWLQJ%UHDNXS 

PORTFOLIO MANAGER
,QYHVWPHQW,QIRUPDWLRQ
Anil Bamboli since June 2010. AMC : HDFC Asset Management Co.
Mr. Bamboli is a CFA from Association for Website : http://www.hdfcfund.com
Investment Management and Research, Registrar : CAMS
U.S.A, Masters in Management Studies Min Inv (`) : 100
(Finance) and a Graduate in Cost and Min SIP Inv (`) : 500
Works Accountant from ICWAI. Prior to Exit Load : NIL
,QVWUXPHQW%UHDNXS 
joining HDFC AMC, he has worked with
SBI Fund Management for 11 years.

([SHQVHUDWLR 
NAV : Growth IDCW IDCWF
0.76 1.04
MIN FUND MEDIAN MAX Regular 26.39 16.89 10.21
Direct 27.02 17.22 10.32
0.51 1.49 IDCWF-Fort Nightly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

72 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 HSBC Short Duration Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 2011
Style
Category box
Debt: Short Duration

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 11.89 13.12 14.19 15.43 16.33 17.39 19.01 20.86 21.47 22.06
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 8.07 10.41 8.17 8.73 5.80 6.49 9.29 9.70 2.96 2.73
+/- Category Return (%) -0.09 0.21 0.44 -0.45 0.41 0.45 4.57 0.72 -1.39 -1.37
Rank (Fund/Category) 16/34 13/35 16/34 25/34 16/34 6/28 10/28 13/26 17/26 21/25
Net Assets (` Cr) 269 564 1,496 2,878 3,316 3,062 4,866 4,445 3,975 3,633

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

Erstwhile L&T Short Term Bond Fund, this Total Securities 56 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
fund has become HSBC Short Duration Avg Maturity (yrs.) 1.44 +LJK0HGLXP/RZ
Fund post the merger. But despite the

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 2.12
merger, it continues to inherit all traits of
the erstwhile fund. Avg Maturity 52W Low(yrs) 1.43
It mostly sticks to high-quality bonds Avg Credit Rating AAA
with up to three-year
This PDFmaturity and stays
was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
away from relatively higher maturity bonds. 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
Given its focus on quality even as peers Company Instrument Assets
allocate to riskier bonds, this fund is %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
5.27% Gujarat State 19/01/2024 SDL 11.00
suitable for conservative investors. While
this conservatism may drag its 7.35% GOI 22/06/2024 CG 7.30
performance, you get peace of mind. 7.89% Gujarat State 15/05/2025 SDL 5.49
However, it lagged behind its peers by
5.27% NABARD 23/07/2024 NCD 4.75
quite a margin in 2022, owing to rising
rates. But the fund manager believes this SIDBI 14/02/2024 CP 4.41
period may get over since most of the up 6.55% NTPC 17/04/2023 Deb 4.28
move is priced in and the yields on the fund
8.23% Maharashtra State 09/09/25 SDL 3.73
are better than the pandemic period. 5LVNRPHWHU
The fund’s direct plan costs 0.27 per HSBC Short Duration NIFTY SD Debt Index B-II 5.32% NHB 05/05/2023 NCD 3.62
cent. Go for this fund because of its top- 5.04% IRFC Deb 3.43
quality portfolio, disciplined approach and
6.69% GOI 27/06/2024 GOI Sec 3.11
reasonable expenses.

RISKOMETER RISKOMETER &UHGLW5DWLQJ%UHDNXS 

PORTFOLIO MANAGER
Jalpan Shah since May 2016. Mr. Shah is
,QYHVWPHQW,QIRUPDWLRQ
a B.E.(Mechanical) & holds a PGDM. AMC : HSBC Global Asset Management
Shriram Ramanathan since May 2016. Website : www.assetmanagement.hsbc.co.in
Shriram is a B.E. (Electrical), PGDBM from Registrar : CAMS
XLRI Jamshedpur and CFA. Min Inv (`) : 5,000
Min SIP Inv (`) : 1,000
Exit Load : NIL
,QVWUXPHQW%UHDNXS 

([SHQVHUDWLR 
NAV : Growth IDCW IDCWQ IDCWY Bonus
0.75 1.04
MIN FUND MEDIAN MAX Regular 22.06 11.05 10.61 12.43 22.06
Direct 23.11 11.72 11.34 12.90 –
0.51 1.49 IDCWD-Daily, IDCWQ-Quarterly, IDCWY-Yearly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 73

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 IDFC Bond Fund Short Term Plan Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
December 2000
Style
Category box
Debt: Short Duration

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 25.35 27.91 30.18 32.84 34.78 37.04 40.64 44.58 46.08 47.37
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 7.63 10.10 8.15 8.80 5.91 6.45 9.74 9.68 3.37 2.79
+/- Category Return (%) -0.53 -0.10 0.42 -0.38 0.52 0.41 5.02 0.70 -0.97 -1.31
Rank (Fund/Category) 22/34 20/35 19/34 24/34 12/34 8/28 3/28 14/26 12/26 20/25
Net Assets (` Cr) 2,569 3,193 4,038 5,936 5,295 4,929 11,757 14,042 13,802 9,618

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

A very risk-conscious bet, this fund Total Securities 37 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
manages about `9,000 crore of investors' Avg Maturity (yrs.) 2.28 +LJK0HGLXP/RZ
money. Under the reins of Suyash

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 2.53
Choudhary, it has steered clear of credit
events. Avg Maturity 52W Low(yrs) 1.70
Holding the safety-first banner, it broadly Avg Credit Rating AAA
restricts itself This
to AAA-corporate and To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
PDF was uploade
government securities. While this fund 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
majorly sticks to an average maturity of Company Instrument Assets
around two years, over the last year, it %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
5.63% GOI 12/04/2026 GOI Sec 59.02
started taking exposure to individual bonds
with maturity over three years. ICICI Bank 25/07/2023 CD 5.96
Its direct plan comes with an expense HDFC Bank 17/07/2023 CD 5.47
ratio of 0.30 per cent. While you shouldn’t
Canara Bank 18/08/2023 CD 4.69
expect this fund to be a return topper, it is
also unlikely to deliver a nasty surprise Export-Import Bank 29/08/2023 CD 4.19
when the markets hit a rough patch. Kotak Mahindra Bank 11/08/2023 CD 3.46
Its top-holding G-sec of three-to-four-
Bank Of Baroda CD 2.96
year maturity dragged its performance over 5LVNRPHWHU
the last year due to rising rates which IDFC Bond ST NIFTY SD Debt Index A-II Export-Import Bank Of India CD 2.96
caused a steep rise in bond yields. While ICICI Bank CD 2.42
the fund manager acknowledges this, this
Canara Bank 10/03/2023 CD 1.28
doesn’t change his broad assessment of
rates going forward. So, it is sticking to the
current portfolio allocations. RISKOMETER RISKOMETER &UHGLW5DWLQJ%UHDNXS 

PORTFOLIO MANAGER
,QYHVWPHQW,QIRUPDWLRQ
Suyash Choudhary since March 2011. AMC : IDFC Asset Management Co.
Mr. Choudhary is a B.A (H) Economics Website : http://www.idfcmf.com
from Delhi University & PGDM from IIM Registrar : CAMS
Calcutta. Prior to joining IDFC MF, he has Min Inv (`) : 5,000
worked with HSBC Asset Mngmnt, Min SIP Inv (`) : 1,000
Standard Chartered AMC and Deutsche Exit Load : NIL
,QVWUXPHQW%UHDNXS 
Bank.

([SHQVHUDWLR  NAV : Growth IDCWP IDCWF IDCWM IDCWQ IDCWY

0.77 1.04 Regular 47.37 17.58 10.42 10.36 10.49 10.67
MIN FUND MEDIAN MAX Direct 50.12 18.09 10.38 10.37 10.40 10.91
IDCWP-Periodic, IDCWF-Fort Nightly, IDCWM-Monthly
0.51 1.49 IDCWQ-Quareterly, IDCWY-Yearly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

74 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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(https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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of less than

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overnight funds. They are suitable to park your emergency corpus or

 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ „ „ „ „ „ „ „ „ „ „ „ „
any surplus money that you don't need for the next few months to a

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
year. The risk of incurring a loss in these funds is very less and you

„ „ „ „ „ „ „ „ „ „ „ „
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 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
This list features our picks in the categories of liquid funds and

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a bank deposit

` ICICI Pru Overnight

„ „ „ „ „ „ „ „ „ „ „ „
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` Mirae Asset Cash

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Management
than what platform
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „ „ „ „ „ „ „ „ „ „ „ „ „

` IDFC Cash
„ „ „ „ „ „ „ „ „ „ „ „
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LBS Newspaper
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returns
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„ „ „ „ „ „ „ „ „ „ „ „
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channel_

one-year duration can fetch.

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earn better
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` HDFC Overnight
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expectTotoTelegram
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 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „

` HDFC Liquid
„ „ „ „ „ „ „ „ „ „ „ „

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 Axis Liquid Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
October 2009
Style
Category box
Debt: Liquid

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 1,390.06 1,516.50 1,643.19 1,768.75 1,887.48 2,028.16 2,162.85 2,255.34 2,329.38 2,442.98
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 9.20 9.10 8.35 7.64 6.71 7.45 6.64 4.28 3.28 4.88
+/- Category Return (%) 0.04 0.12 0.09 0.12 0.31 0.34 0.29 0.31 0.08 0.15
Rank (Fund/Category) 24/36 13/36 12/34 14/35 6/36 4/36 9/40 9/41 12/41 5/39
Net Assets (` Cr) 4,787 5,017 8,955 9,380 16,056 20,025 29,119 25,742 23,318 30,590

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

This fund can cater to your very short-term Total Securities 99 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
investment needs of up to a year. Its direct Avg Maturity (yrs.) 0.10 +LJK0HGLXP/RZ
plan comes with a reasonable expense

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 0.12
ratio of 0.15 per cent. Since its existence, it
has outperformed the category consistently Avg Maturity 52W Low(yrs) 0.08
in every calendar year. It currently ranks Avg Credit Rating AAA
among the top 10PDF
This funds by uploade
was AUM. TheTo Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
portfolio historically invests about 75 per 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
cent, on average, in high-quality Company Instrument Assets
commercial paper and the rest in sovereign %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
NABARD 76-D 31/01/2023 CP 3.56
bonds. The average maturity is usually
maintained at one to two months. Union Bank of India 2023 CD 2.60
RBI 91-D 02/02/2023 Treasury Bills 2.44
PORTFOLIO MANAGER
SIDBI 88-D 02/12/2022 CP 2.29
Aditya Pagaria since August 2016.
Mr. Pagaria is a Bachelor in Management EXIM 91-D 13/02/2023 CD 2.26
Studies and holds a Post Graduate Reliance Retail Ventures 82-D 2023 CP 1.94
Diploma in Business Management from
6.80% HPCL 15/12/2022 Deb 1.80
Institute Of Technology And Management, 5LVNRPHWHU
SK Somaiya College. Prior to joining Axis Axis Liquid Fund Nifty Liquid Index B-I Canara Bank 06/12/2023 CD 1.78
AMC, he was associated with ICICI Hindalco Inds. 43-D 23/12/2022 CP 1.63
Prudential AMC as Fund Manager - Fixed
Indian Bank 02/01/2023 CD 1.62
Income Operations.
Devang Shah since November 2012.
Mr. Shah is B.Com and ACA. RISKOMETER RISKOMETER &UHGLW5DWLQJ%UHDNXS 
Prior to joining Axis AMC, he has worked
with ICICI Prudential AMC, Deutsche Asset
,QYHVWPHQW,QIRUPDWLRQ
Management (India) Pvt. Ltd. and AMC : Axis Asset Management Co.
PricewaterhouseCoopers. Website : http://www.axismf.com
Registrar : KFin Technologies Ltd.
Min Inv (`) : 500
Min SIP Inv (`) :–
Exit Load : 0.0070% if redeemed within 1 day,0.0065%
if redeemed within 2 days, 0.0060% if redeemed within ,QVWUXPHQW%UHDNXS 
3 days, 0.0055% if redeemed within 4 days, 0.0050%
if redeemed within 5 days, 0.0045% if redeemed within
6 days.
([SHQVHUDWLR 
NAV : Growth IDCWD IDCWW IDCWM
0.22 0.26
MIN FUND MEDIAN MAX Regular 2,442.98 1,001.40 1,003.20 1,002.38
Direct 2,459.00 1,000.96 1,003.21 1,001.80
0.17 0.69 IDCWD-Daily, IDCWW-Weekly, IDCWM-Monthly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 77

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 HDFC Liquid Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
October 2000
Style
Category box
Debt: Liquid

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 24.75 27.01 2,926.11 3,148.19 3,353.85 3,596.32 3,830.73 3,988.06 4,116.19 4,312.45
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 9.28 9.10 8.35 7.59 6.53 7.23 6.52 4.11 3.21 4.77
+/- Category Return (%) 0.12 0.13 0.09 0.07 0.13 0.12 0.17 0.14 0.01 0.05
Rank (Fund/Category) 11/36 12/36 13/34 24/35 30/36 29/36 22/40 25/41 31/41 21/39
Net Assets (` Cr) 14,954 12,906 24,927 29,396 30,233 72,204 72,123 68,508 53,137 56,900

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

This second-largest liquid fund aims to Total Securities 133 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
keep your money safe while delivering Avg Maturity (yrs.) 0.13 +LJK0HGLXP/RZ
steady returns. It manages an asset base

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 0.13
of around `56,000 crore.
The fund offers a high-quality portfolio, Avg Maturity 52W Low(yrs) 0.08
with about 60–70 per cent usually invested Avg Credit Rating AAA
in corporate paper of high
This PDF investment-
was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
grade ratings, while the rest in sovereign 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
paper. The average maturity is usually one Company Instrument Assets
to two months. %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
RBI 91-D 05/01/2023 Treasury Bills 7.08
Even though we repose our faith in the
debt franchise at HDFC, we want to see RBI 91-D 02/03/2023 Treasury Bills 5.19
the fund reduce its expense ratio from the Tata Steel 70-D 16/12/2022 CP 3.51
current 0.20 per cent (for the direct plan),
RBI 91-D 16/02/2023 Treasury Bills 2.82
which ranks it among the expensive ones.
Aditya Birla Fin. 85-D 31/01/2023 CP 2.61
PORTFOLIO MANAGER NABARD 76-D 31/01/2023 CP 2.43
Anupam Joshi since October 2015.
PNB 25/01/20023 ` CD 1.74
Mr. Joshi is a PGDM in Business 5LVNRPHWHU
Management. Prior to joining HDFC Mutual HDFC Liquid Fund CRISIL Liquid Fund B-I Chola.Inves &Fin. 91-D 10/02/2023 CP 1.73
Fund, he has worked with IDFC AMC, Sikka Ports & Terminals 76-D 2023 CP 1.73
Principal Asset Management Company and
RBI 91-D 15/12/2022 Treasury Bills 1.58
ICAP India Pvt. Ltd.
Swapnil Jangam since October 2022.
Mr. Jangam has done B.Com, CA and CFA RISKOMETER RISKOMETER &UHGLW5DWLQJ%UHDNXS 
Level III. Prior to joining HDFC Mutual
Fund, he has worked with M.P. Chitale and
,QYHVWPHQW,QIRUPDWLRQ
Co. and EY. AMC : HDFC Asset Management Co.
Website : http://www.hdfcfund.com
Registrar : CAMS
Min Inv (`) : 100
Min SIP Inv (`) : 100
Exit Load : 0.0070% if redeemed within 1 day,0.0065%
if redeemed within 2 days, 0.0060% if redeemed within ,QVWUXPHQW%UHDNXS 
3 days, 0.0055% if redeemed within 4 days, 0.0050%
if redeemed within 5 days, 0.0045% if redeemed within
6 days.
([SHQVHUDWLR 
NAV : Growth IDCWD IDCWW IDCWM
0.26 0.30
MIN MEDIAN FUND MAX Regular 4,312.45 1,019.99 1,032.15 1,027.42
Direct 4,349.96 1,020.00 1,032.17 1,027.43
0.17 0.69 IDCWD-Daily, IDCWW-Weekly, IDCWM-Monthly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

78 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 HDFC Overnight Fund Regular  Direct 
Launch : February 2002
Benchmark : CRISIL Overnight Fund AI Index
Category : Debt: Overnight
Plans & NAV : Growth (3,252.82), IDCWD (1,042.84)
Total Assets (` Cr) : 16,015 Fund
AMC : HDFC Asset Management Co. (Rebased
Website : www.hdfcfund.com to 10,000)
Registrar : CAMS
Min Inv (`) : 100
Min SIP Inv (`) : 500
Exit Load : : NIL

7RS+ROGLQJV 
Instruments Assets 2022
Repo 62.57 +LVWRU\ Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Reverse Repo 34.38
Treasury Bill / Cash 2.96 / 0.09 NAV (`) 3,120 3,127 3,136 3,144 3,155 3,166 3,179 3,192 3,206 3,222 3,237 3,253

Total Return (%) 0.29 0.24 0.27 0.27 0.34 0.35 0.40 0.42 0.42 0.50 0.46 0.50
7UDLOLQJ5HWXUQV 
+/- Category Return (%) -0.01 0.00 0.00 -0.01 0.00 0.00 -0.01 0.00 0.00 0.00 0.00 0.00
Fund Category
Net Assets (` Cr) 18,800 16,018 12,085 13,071 22,474 18,603 21,846 18,025 18,038 22,107 17,596 16,015

3-Month 6-Month 1-Year 3-Year 5-Year PORTFOLIO MANAGER

Return less than 1 year are absolute and over 1 year are annualised
Anil Bamboli since July 2012. Mr. Bamboli
is a CFA from Association for Investment
([SHQVHUDWLR 
Management and Research, US. He has a
0.18 0.20 master's in Management Studies (Finance)
MIN MEDIAN FUND MAX
and is a cost and works accountant from
0.11 0.30 ICWAI. Prior to joining HDFC AMC, he has
worked LBS
This PDF was uploade To Telegram channel_ with SBI Fund Management.
Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
All data as on 31/12/2022

ICICI Prudential Overnight Fund Regular  Direct 

Launch : November 2018
Benchmark : CRISIL Overnight Fund AI Index
10600
Category : Debt: Overnight
Plans & NAV : Growth (1,185.09), IDCWD(1,000.01)
: IDCWW (1,000.68) 10450
Fund
Total Assets (` Cr) : 11,443
(Rebased
AMC : ICICI Prudential Asset Management Co. to 10,000) 10300
Website : www.icicipruamc.com
Registrar : CAMS
10150
Min Inv (`) : 100
Min SIP Inv (`) : 500
Exit Load : : NIL 10000

7RS+ROGLQJV 
Instruments Assets 2022
Reverse Repo 94.16 +LVWRU\ Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Treasury Bill 3.92
Repo / Cash 1.43 / 0.49 NAV (`) 113.63 113.91 114.22 114.54 114.93 115.33 115.80 1,163 1,168 1,174 1,179 1,185

Total Return (%) 0.29 0.24 0.28 0.27 0.34 0.36 0.40 0.42 0.43 0.50 0.47 0.51
7UDLOLQJ5HWXUQV 
+/- Category Return (%) 0.00 0.00 0.00 -0.01 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Fund Category
Net Assets (` Cr) 12,268 12,346 10,231 12,781 15,304 13,781 14,968 13,007 15,770 17,725 14,772 11,443

1$ PORTFOLIO MANAGER worked with UTI Bank Ltd. and Franklin

3-Month 6-Month 1-Year 3-Year 5-Year Nikhil Kabra since November 2018. Mr. Templeton Asset Management Pvt. Ltd.
Return less than 1 year are absolute and over 1 year are annualised Kabra is a B.Com and CA. Rohan Maru since 14-Nov-2018. Mr. Maru is
Prior to joining ICICI Pru AMC, he was M.Com and MBA in Finance. Prior to joining
([SHQVHUDWLR  ICICI Prudential Mutual Fund, he has worked
associated with Sumedha Fiscal Services
0.18 0.19 and Haribhakti & Co. with Kotak Mahindra AMC as fixed income
MIN MEDIAN FUND MAX
Rahul Goswami since November 2018. Mr. dealer and Integreon Managed Solutions as
0.11 0.30 Goswami is a B. Sc (Mathematics and MBA a research associate.
(Fin). Prior to joining ICICI Pru AMC, he has
All data as on 31/12/2022

BEST FUNDS 2023 79

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 IDFC Cash Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
April 2004
Style
Category box
Debt: Liquid

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 1,524.75 1,663.39 1,802.43 1,939.25 2,067.63 2,218.86 2,359.46 2,454.96 2,534.49 2,656.31
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 9.18 9.09 8.36 7.59 6.62 7.31 6.34 4.05 3.24 4.81
+/- Category Return (%) 0.03 0.11 0.10 0.07 0.22 0.20 -0.01 0.08 0.04 0.08
Rank (Fund/Category) 27/36 15/36 9/34 23/35 25/36 26/36 31/40 27/41 23/41 18/39
Net Assets (` Cr) 5,598 8,418 8,970 9,838 9,605 8,064 10,312 11,325 8,489 12,911

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

This fund boasts a pristine-quality portfolio Total Securities 49 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
and therefore, promises low risk and high Avg Maturity (yrs.) 0.10 +LJK0HGLXP/RZ
liquidity. Its direct variant comes with an

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 0.13
expense ratio of 0.12 per cent, putting it
among the least expensive ones. Avg Maturity 52W Low(yrs) 0.06
Since its existence, at least 80 per cent Avg Credit Rating AAA
of its portfolio This
has typically
PDF was been parked
uploade ToinTelegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
superior-quality corporate and government 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
bonds, with the remaining being deployed Company Instrument Assets
in cash equivalents. This fund has been %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
8.50% NABARD Debenture 5.78
managed very conservatively, which may
impact its returns. However, that’s fine for RBI 91-D 29/12/2022 Treasury Bills 4.28
the high-quality portfolio it delivers. Union Bank of India 20/01/2023 CD 3.84
HPCL 70-D 13/01/2023 CP 3.84
PORTFOLIO MANAGER
Brijesh Shah since December 2021. HDFC Bank 16/01/2023 CD 3.65
Mr. Shah is a Post Graduate Diploma in Reliance Retail Ventures 84-2023 CP 3.06
Finance. Prior to joining IDFC Mutual Fund,
Tata Capital Fin. 62-D 30/01/2023 CP 3.06
he has worked with IDBI Mutual Fund, 5LVNRPHWHU
Indiabulls Mutual Fund, Mata Securities & IDFC Cash NIFTY Liquid Index A-I Axis Bank 08/12/2022 CD 2.71
Twenty First Century. Koak Mahindra Bank 31/03/2023 CD 2.68
Harshal Joshi since September 2015.
Reliance Retail Ventures 82-D 2023 CP 2.30
Mr. Joshi is PGDBM from N.L. Dalmia
Institute of Management Studies and
Research, Mumbai. Prior to joining IDFC RISKOMETER RISKOMETER &UHGLW5DWLQJ%UHDNXS 
Mutual fund in 2008, he has worked with
ICAP India Pvt. Ltd.
,QYHVWPHQW,QIRUPDWLRQ
AMC : IDFC Asset Management Co.
Website : http://www.idfcmf.com
Registrar : CAMS
Min Inv (`) : 100
Min SIP Inv (`) : 100
Exit Load : 0.0070% if redeemed within 1 day,0.0065%
if redeemed within 2 days, 0.0060% if redeemed within ,QVWUXPHQW%UHDNXS 
3 days, 0.0055% if redeemed within 4 days, 0.0050%
if redeemed within 5 days, 0.0045% if redeemed within
6 days.
([SHQVHUDWLR 
NAV : Growth IDCW IDCWD IDCWW IDCWM
0.25 0.26
MIN FUND MEDIAN MAX Regular 2,656.31 1,146.84 1,001.26 1,001.26 1,000.75
Direct 2,673.32 1,077.04 1,001.84 1,007.14 1,007.48
0.17 0.69 IDCWD-Daily, IDCWW-Weekly, IDCWM-Monthly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

80 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Mirae Asset Cash Management Fund Regular  Direct 
Launch Date 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
January 2009
Style
Category box
Debt: Liquid

Fund
(Rebased to 10,000)

+LVWRU\
Rating          
NAV (`) 1,332.67 1,448.29 1,560.81 1,673.53 1,784.43 1,915.51 2,041.43 2,126.95 2,197.22 2,303.36
Quartile Ranking 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Total Return (%) 8.16 8.68 7.77 7.22 6.63 7.35 6.57 4.19 3.30 4.83
+/- Category Return (%) -0.99 -0.30 -0.50 -0.30 0.23 0.23 0.23 0.22 0.11 0.11
Rank (Fund/Category) 35/36 32/36 33/34 31/35 23/36 24/36 18/40 13/41 7/41 11/39
Net Assets (` Cr) 23 53 89 236 867 2,114 3,546 3,301 3,535 6,415

6WUDWHJ\ 5HYLHZ 7UDLOLQJ5HWXUQV  3RUWIROLR&KDUDFWHULVWLFV

A fairly conservative fund, it endeavours to Total Securities 89 )81'67</(
Fund Category &UHGLW4XDOLW\

,QWHUHVW5DWH6HQVLWLYLW\
maintain high-portfolio liquidity. The fund Avg Maturity (yrs.) 0.10 +LJK0HGLXP/RZ
invests about 80 per cent in high-quality

+LJK0HGLXP/RZ
Avg Maturity 52W High(yrs) 0.12
corporate and government securities, with
the rest deployed in cash equivalents. Its Avg Maturity 52W Low(yrs) 0.05
high-quality portfolio comes at an expense Avg Credit Rating AAA
ratio of 0.17 This
per cent.
PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
It aims to provide reasonable returns 3-Month 6-Month 1-Year 3-Year 5-Year
7RS+ROGLQJV 
with low risk, given that its majority of Company Instrument Assets
investments are typically made in high- %HVW3HUIRUPDQFH :RUVW3HUIRUPDQFH
RBI 91-D 01/12/2022 Treasury Bills 7.79
quality papers. It maintains an average
maturity of about one month. SIDBI 88-D 02/12/2022 CP 3.12
RBI 182-D 29/12/2022 Treasury Bills 2.33
PORTFOLIO MANAGER
6.84% GOI 19/12/2022 GOI Sec 1.64
Abhishek Iyer since December 2020.
Mr. Iyer is a B.Com, Master in Finance 6.72% Ultratech Cement 2022 NCD 1.56
management, Master of Arts (MA) 6.99% HDFC 13/02/2023 Debenture 1.56
Economics. Prior to joining Mirae Asset
RBI 91-D 02/02/2023 Treasury Bills 1.54
Mutual Fund, he has worked with IDBI 5LVNRPHWHU
Mutual Fund, IIFL Mutual Fund, L&T Mutual Mirae Asset Cash Mngmnt NIFTY Liquid Index B-I NABARD 76-D 31/01/2023 CP 1.54
Fund and Sahara Mutual Fund. RBI 91-D 09/02/2023 Treasury Bills 1.54
RBI 91-D 16/02/2023 Treasury Bills 1.54

&UHGLW5DWLQJ%UHDNXS 
RISKOMETER RISKOMETER

,QYHVWPHQW,QIRUPDWLRQ
AMC : Mirae Asset Investment Managers
Website : http://www.miraeassetmf.co.in
Registrar : KFin Technologies Ltd.
Min Inv (`) : 5,000
Min SIP Inv (`) : 1,000
Exit Load : 0.0070% if redeemed within 1 day,0.0065%
if redeemed within 2 days, 0.0060% if redeemed within ,QVWUXPHQW%UHDNXS 
3 days, 0.0055% if redeemed within 4 days, 0.0050%
if redeemed within 5 days, 0.0045% if redeemed within
6 days.
([SHQVHUDWLR 
NAV : Growth IDCWD IDCWW IDCWM
0.26 0.27
MIN MEDIAN FUND MAX Regular 2,303.36 1,066.43 1,153.35 1,153.55
Direct 2,337.03 1,075.83 1,217.06 1,135.89
0.17 0.69 IDCWD-Daily, IDCWW-Weekly, IDCWM-Monthly
Performance data as on Dec 31, 2022. Portfolio data as on Nov 30, 2022.

BEST FUNDS 2023 81

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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.

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Worth of the monthly SIP of `10,000 across various time periods in the

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regular and direct plans of all equity and equity-oriented mutual funds

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

ABSL Bal Bhavishya Yojna Reg EQ-FLX  - - - - - - - - -

ABSL Eqt Advtg Reg EQ-L&MC  10.78 7.87 19/19 12.18 22.61 14/16 12.62 50.19 11/14
ABSL Eqt Hybrid '95 Reg HY-AH  9.85 7.69 24/30 10.28 20.45 17/21 11.57 45.90 12/18
ABSL Flexi Cap Reg EQ-FLX  13.58 8.43 21/36 14.09 25.05 10/25 14.07 56.88 6/18
ABSL Focused Eqt Reg EQ-LC  13.44 8.40 61/82 12.75 23.31 30/55 13.29 53.19 5/32
ABSL Frontline Eqt Reg EQ-LC  14.15 8.55 55/82 12.82 23.40 27/55 13.39 53.63 4/32
ABSL Mid Cap Reg EQ-MC  14.05 8.53 18/21 13.33 24.05 18/18 13.88 55.94 16/16
ABSL Multi-Cap Reg EQ-MLC NR - - - - - - - - -
ABSL Nifty 200 Momentum 30 ETF EQ-LC NR - - - - - - - - -
ABSL Nifty 50 Equal Wght Index Reg EQ-LC NR - - - - - - - - -
ABSL Nifty 50 ETF EQ-LC NR 15.53 8.84 15/82 13.60 24.40 9/55 - - -
ABSL Nifty 50 Index Reg EQ-LC  14.75 8.68 44/82 12.64 23.18 34/55 11.64 46.17 21/32
ABSL Nifty Midcap 150 Index Reg EQ-MC NR - - - - - - - - -
ABSL Nifty Next 50 ETF EQ-LC NR - - - - - - - - -
ABSL Nifty Next 50 Index Reg EQ-LC NR - - - - - - - - -
ABSL Nifty Smallcap 50 Index Reg EQ-SC NR - - - - - - - - -
ABSL Pure Value Reg EQ-VAL  12.41 8.19 16/17 12.41 22.89 12/12 - - -
ABSL Retrmnt This PDF was uploade To Telegram channel_
30s Reg EQ-FLX LBS
 Newspaper- platform
- (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
- - - - - - -
ABSL Retrmnt 40s Reg HY-AH  - - - - - - - - -
ABSL S&P BSE Sensex ETF EQ-LC NR 15.11 8.75 32/82 - - - - - -
ABSL Small Cap Reg EQ-SC  13.43 8.40 13/13 13.12 23.78 7/7 14.05 56.80 6/6
ABSL Tax Plan EQ-ELSS NR 7.31 7.21 - 10.37 20.54 - 11.71 46.44 -
ABSL Tax Relief 96 Reg EQ-ELSS  7.83 7.31 32/32 11.03 21.28 24/24 12.14 48.17 16/18
Axis Bluechip Reg EQ-LC  11.42 7.99 79/82 12.74 23.30 31/55 - - -
Axis Children's Gift Reg HY-AH  10.38 7.79 - - - - - - -
Axis Eqt Hybrid Reg HY-AH  - - - - - - - - -
Axis Equity ETFs FoF Reg EQ-FLX NR - - - - - - - - -
Axis Flexi Cap Reg EQ-FLX  11.99 8.11 28/36 - - - - - -
Axis Focused 25 Reg EQ-FLX  8.43 7.42 35/36 11.93 22.32 19/25 - - -
Axis Growth Opp Reg EQ-L&MC  - - - - - - - - -
Axis LT Eqt Reg EQ-ELSS  9.59 7.64 31/32 13.09 23.74 14/24 - - -
Axis Midcap Reg EQ-MC  16.52 9.06 15/21 16.87 29.07 7/18 - - -
Axis Multicap Fund Reg EQ-MLC NR - - - - - - - - -
Axis Nifty 100 Index Reg EQ-LC  - - - - - - - - -
Axis Nifty 50 ETF EQ-LC NR 15.52 8.84 18/82 - - - - - -
Axis Nifty 50 Index Reg EQ-LC NR - - - - - - - - -
Axis Nifty Midcap 50 Index Reg EQ-MC NR - - - - - - - - -
Axis Nifty Next 50 Index Reg EQ-LC NR - - - - - - - - -
Axis Nifty Smallcap 50 Index Reg EQ-SC NR - - - - - - - - -
Axis Retrmnt Svngs-Agrssv Plan Reg HY-AH  - - - - - - - - -
Axis Small Cap Reg EQ-SC  23.83 10.82 3/13 - - - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 85

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Axis Value Fund Reg EQ-VAL NR - - - - - - - - -

Bank of Ind Bluechip Reg EQ-LC NR - - - - - - - - -
Bank of Ind Flexi Cap Reg EQ-FLX NR - - - - - - - - -
Bank of Ind Large & Mid Cap Eqt Eco EQ-L&MC NR 15.45 8.83 - 12.88 23.48 - - - -
Bank of Ind Large & Mid Cap Eqt Reg EQ-L&MC  14.85 8.70 12/19 12.18 22.62 13/16 - - -
Bank of Ind Mid & Small Cap Eqt & Debt Reg HY-AH  17.44 9.27 3/30 - - - - - -
Bank of Ind Small Cap Reg EQ-SC  - - - - - - - - -
Bank of Ind Tax Advtg Eco EQ-ELSS NR 19.36 9.71 - 16.96 29.21 - - - -
Bank of Ind Tax Advtg Reg EQ-ELSS  18.83 9.59 3/32 16.27 28.16 2/24 - - -
Baroda BNP Paribas Agrssv Hybrid Reg HY-AH  13.52 8.42 10/30 - - - - - -
Baroda BNP Paribas ELSS Reg EQ-ELSS  11.91 8.09 25/32 12.00 22.40 19/24 12.82 51.08 13/18
Baroda BNP Paribas Flexi Cap Reg EQ-FLX NR - - - - - - - - -
Baroda BNP Paribas Focused Reg EQ-FLX  12.39 8.19 25/36 - - - - - -
Baroda BNP Paribas Large & Mid Cap Reg EQ-L&MC NR - - - - - - - - -
Baroda BNP Paribas Large Cap Reg EQ-LC  14.23 8.57 54/82 13.13 23.79 18/55 13.20 52.76 6/32
Baroda BNP Paribas Midcap Reg EQ-MC  18.29 9.46 9/21 16.12 27.93 11/18 16.96 73.14 7/16
Baroda BNP Paribas Multi Cap Reg EQ-MLC NR 16.93 9.15 - 13.60 24.40 - 12.32 48.92 -
Bhrt 22 ETF This PDF was uploade To TelegramEQ-LC
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1/82 - - - - - -
Canara Robeco Bluechip Eqt Reg EQ-LC  14.94 8.72 38/82 13.81 24.68 5/55 - - -
Canara Robeco Emrgng Equities Reg EQ-L&MC  15.94 8.93 9/19 17.95 30.81 2/16 19.11 88.38 1/14
Canara Robeco Eqt Hybrid Reg HY-AH  13.00 8.31 12/30 12.98 23.61 4/21 13.37 53.56 4/18
Canara Robeco Eqt Tax Saver Reg EQ-ELSS  17.37 9.25 4/32 15.35 26.80 5/24 15.23 62.87 3/18
Canara Robeco Flexi Cap Reg EQ-FLX  15.19 8.77 14/36 14.02 24.95 11/25 14.02 56.62 7/18
Canara Robeco Focused Eqt Reg EQ-FLX NR - - - - - - - - -
Canara Robeco Small Cap Reg EQ-SC  - - - - - - - - -
Canara Robeco Value Reg EQ-VAL NR - - - - - - - - -
DSP Eqt & Bond Reg HY-AH  11.59 8.03 19/30 12.09 22.51 9/21 12.09 47.97 10/18
DSP Eqt Opp Reg EQ-L&MC  15.22 8.78 11/19 14.55 25.68 7/16 14.32 58.11 5/14
DSP Flexi Cap Reg EQ-FLX  13.86 8.49 19/36 13.79 24.65 13/25 13.56 54.43 12/18
DSP Focus Reg EQ-FLX  9.92 7.70 32/36 10.78 21.00 22/25 - - -
DSP Midcap Reg EQ-MC  12.24 8.15 21/21 14.61 25.75 16/18 15.86 66.44 11/16
DSP NIFTY 50 Equal Weight ETF EQ-LC NR - - - - - - - - -
DSP Nifty 50 Equal Wght Index Reg EQ-LC  16.33 9.02 2/82 - - - - - -
DSP Nifty 50 ETF EQ-LC NR - - - - - - - - -
DSP Nifty 50 Index Reg EQ-LC  - - - - - - - - -
DSP Nifty Next 50 Index Reg EQ-LC  - - - - - - - - -
DSP Small Cap Reg EQ-SC  21.56 10.24 7/13 19.42 33.37 3/7 19.96 95.20 1/6
DSP Tax Saver Reg EQ-ELSS  16.88 9.14 8/32 15.66 27.25 4/24 15.47 64.22 2/18
DSP Top 100 Eqt Reg EQ-LC  10.86 7.88 82/82 10.14 20.30 54/55 10.49 41.87 29/32
DSP Value Fund Reg EQ-VAL NR - - - - - - - - -
Edelweiss Agrsv Hybrid Reg HY-AH  14.27 8.58 - 12.33 22.80 - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

86 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Edelweiss Flexi Cap Reg EQ-FLX  14.42 8.61 16/36 - - - - - -

Edelweiss Focused Eqt Reg EQ-FLX NR - - - - - - - - -
Edelweiss Large & Mid Cap Reg EQ-L&MC  15.96 8.94 7/19 14.34 25.38 9/16 13.68 54.96 7/14
Edelweiss Large Cap Reg EQ-LC  13.90 8.50 57/82 13.00 23.62 22/55 - - -
Edelweiss LT Eqt (Tax Svngs) Reg EQ-ELSS  12.88 8.29 22/32 11.89 22.27 21/24 - - -
Edelweiss Mid Cap Reg EQ-MC  19.89 9.84 7/21 18.23 31.29 2/18 18.22 81.71 2/16
Edelweiss Nifty 50 Index EQ-LC  - - - - - - - - -
Edelweiss NIFTY Large Mid Cap 250 Index Reg EQ-L&MC NR - - - - - - - - -
Edelweiss Small Cap Reg EQ-SC  - - - - - - - - -
Franklin Ind Bluechip Reg EQ-LC  12.44 8.20 71/82 11.15 21.41 50/55 11.60 45.99 22/32
Franklin Ind Eqt Advtg Reg EQ-L&MC  13.30 8.37 16/19 12.03 22.44 15/16 12.80 50.95 10/14
Franklin Ind Eqt Hybrid Reg HY-AH  12.92 8.29 13/30 11.97 22.37 11/21 12.23 48.56 8/18
Franklin Ind Flexi Cap Reg EQ-FLX  17.34 9.24 10/36 14.60 25.74 6/25 14.63 59.71 5/18
Franklin Ind Focused Eqt Reg EQ-FLX  18.24 9.45 5/36 16.10 27.89 2/25 16.42 69.74 2/18
Franklin Ind NSE Nifty 50 Index Reg EQ-LC  14.52 8.63 48/82 12.51 23.02 36/55 11.66 46.25 20/32
Franklin Ind Pension Reg HY-BH NR 7.40 7.23 4/4 8.15 18.27 3/4 8.96 36.81 3/3
Franklin Ind Prima Reg EQ-MC  14.48 8.62 17/21 14.80 26.02 15/18 16.27 68.89 9/16
This Companies
Franklin Ind Smaller PDF was Reg
uploade To Telegram channel_
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11/13 16.89 29.11 5/7 18.04 80.39 3/6
Franklin Ind Taxshield Reg EQ-ELSS  15.74 8.89 13/32 13.59 24.38 11/24 14.15 57.27 7/18
HDFC Capital Builder Value Reg EQ-VAL  14.68 8.66 13/17 13.59 24.38 10/12 14.06 56.83 6/9
HDFC Children's Gift Reg HY-AH  15.01 8.73 6/30 13.92 24.83 3/21 14.97 61.47 3/18
HDFC Flexi Cap Reg EQ-FLX  19.44 9.73 1/36 15.44 26.93 4/25 14.95 61.37 4/18
HDFC Focused 30 Reg EQ-FLX  19.09 9.65 3/36 14.15 25.13 8/25 13.07 52.16 13/18
HDFC Hybrid Eqt Reg HY-AH  14.55 8.63 7/30 12.07 22.49 10/21 11.56 45.86 13/18
HDFC Index Nifty 50 Reg EQ-LC  15.05 8.74 34/82 13.19 23.87 16/55 12.14 48.16 15/32
HDFC Index S&P BSE Sensex Reg EQ-LC  15.14 8.76 31/82 13.44 24.19 12/55 12.37 49.11 12/32
HDFC Large and Mid Cap Reg EQ-L&MC  18.48 9.51 2/19 13.41 24.15 - 11.97 47.46 -
HDFC Mid-Cap Opp Reg EQ-MC  19.96 9.86 6/21 17.65 30.33 3/18 18.55 84.14 1/16
HDFC Multi Cap Reg EQ-MLC NR - - - - - - - - -
HDFC NIFTY 100 Equal Wght Index Reg EQ-LC NR - - - - - - - - -
HDFC NIFTY 100 ETF EQ-LC NR - - - - - - - - -
HDFC Nifty 100 Index Reg EQ-LC NR - - - - - - - - -
HDFC Nifty 50 ETF EQ-LC NR 15.53 8.85 14/82 - - - - - -
HDFC NIFTY NEXT 50 ETF EQ-LC NR - - - - - - - - -
HDFC NIFTY Next 50 Index Reg EQ-LC NR - - - - - - - - -
HDFC NIFTY50 Equal Wght Index Reg EQ-LC NR - - - - - - - - -
HDFC NIFTY50 Value 20 ETF EQ-VAL NR - - - - - - - - -
HDFC Retrmnt Svngs Eqt Reg EQ-FLX  19.37 9.71 2/36 - - - - - -
HDFC Retrmnt Svngs Hybrid Eqt Reg HY-AH  13.86 8.49 8/30 - - - - - -
HDFC S&P BSE Sensex ETF EQ-LC NR 15.65 8.87 7/82 - - - - - -
HDFC Small Cap Reg EQ-SC  21.33 10.19 8/13 18.10 31.07 - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 87

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

HDFC Taxsaver Reg EQ-ELSS  15.81 8.91 12/32 12.83 23.41 16/24 12.93 51.55 11/18
HDFC Top 100 Reg EQ-LC  15.08 8.75 33/82 13.06 23.70 20/55 13.03 51.99 7/32
HSBC Agrssv Hybrid Reg HY-AH  9.34 7.59 27/30 10.52 20.70 16/21 - - -
HSBC ELSS Reg EQ-ELSS  11.41 7.99 28/32 11.92 22.31 20/24 12.71 50.56 14/18
HSBC Flexi Cap Reg EQ-FLX  12.32 8.17 26/36 11.92 22.30 20/25 12.06 47.84 15/18
HSBC Focused Reg EQ-FLX NR - - - - - - - - -
HSBC Large and Mid Cap Reg EQ-L&MC  - - - - - - - - -
HSBC Large Cap Reg EQ-LC  12.77 8.26 66/82 11.96 22.35 45/55 11.13 44.19 27/32
HSBC Managed Solutions India Growth Reg HY-AH  12.36 8.18 17/30 - - - - - -
HSBC Midcap Reg EQ-MC  13.02 8.31 19/21 15.22 26.61 13/18 16.05 67.54 10/16
HSBC Nifty 50 Index Reg EQ-LC NR - - - - - - - - -
HSBC Nifty Next 50 Index Reg EQ-LC NR - - - - - - - - -
HSBC Small Cap Reg EQ-SC  21.75 10.29 6/13 - - - - - -
HSBC Tax Saver Eqt Reg EQ-ELSS NR 13.24 8.36 - 12.41 22.89 - 12.89 51.36 -
HSBC Value Reg EQ-VAL  16.95 9.16 9/17 16.07 27.86 4/12 - - -
ICICI Pru Bhrt 22 FOF Reg EQ-LC  - - - - - - - - -
ICICI Pru Bluechip Reg EQ-LC  15.83 8.91 4/82 14.05 25.00 3/55 - - -
ThisGift
ICICI Pru Child Care PDF Regwas uploade To TelegramHY-AH
channel_
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20/30 11.44 21.74 15/21 12.14 48.15 9/18
ICICI Pru Eqt & Debt Reg HY-AH  18.93 9.61 2/30 15.76 27.40 2/21 15.45 64.12 2/18
ICICI Pru Flexicap EQ-FLX NR - - - - - - - - -
ICICI Pru Focused Eqt Reg EQ-FLX  17.19 9.21 11/36 13.70 24.53 14/25 - - -
ICICI Pru Ind Eqt FOF EQ-FLX NR - - - - - - - - -
ICICI Pru Large & Mid Cap Reg EQ-L&MC  19.40 9.72 1/19 14.91 26.17 6/16 14.21 57.57 6/14
ICICI Pru LT Eqt (Tax Svng) EQ-ELSS  15.24 8.78 17/32 13.83 24.70 10/24 14.55 59.27 5/18
ICICI Pru Midcap Reg EQ-MC  17.72 9.33 12/21 16.23 28.10 10/18 15.85 66.40 12/16
ICICI Pru Multicap Reg EQ-MLC NR 15.40 8.82 - 13.95 24.86 - 13.83 55.69 -
ICICI Pru Nifty 100 ETF EQ-LC NR 14.77 8.68 41/82 - - - - - -
ICICI Pru Nifty 100 Low Volatility 30 ETF EQ-LC NR 13.60 8.43 59/82 - - - - - -
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF EQ-LC NR - - - - - - - - -
ICICI Pru Nifty 200 Momentum 30 ETF EQ-LC NR - - - - - - - - -
ICICI Pru Nifty 200 Momentum 30 Index EQ-LC NR - - - - - - - - -
ICICI Pru Nifty 50 ETF EQ-LC NR 15.56 8.85 11/82 - - - - - -
ICICI Pru Nifty 50 Index EQ-LC  14.97 8.72 36/82 12.95 23.56 23/55 12.12 48.08 16/32
ICICI Pru Nifty Alpha Low Volatility 30 ETF EQ-LC NR - - - - - - - - -
ICICI Pru Nifty Alpha Low Volatility 30 ETF FOF EQ-LC NR - - - - - - - - -
ICICI Pru Nifty Midcap 150 ETF EQ-MC NR - - - - - - - - -
ICICI Pru Nifty Midcap 150 Index EQ-MC NR - - - - - - - - -
ICICI Pru Nifty Next 50 ETF EQ-LC NR - - - - - - - - -
ICICI Pru Nifty Next 50 Index Reg EQ-LC  11.86 8.08 75/82 12.27 22.73 39/55 - - -
ICICI Pru Nifty Smallcap 250 Index EQ-SC NR - - - - - - - - -
ICICI Pru Nifty50 Value 20 ETF EQ-VAL NR 17.86 9.36 6/17 - - - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

88 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

ICICI Pru Passive Strategy (FOF) EQ-FLX  14.37 8.60 - 12.18 22.61 - 11.71 46.44 -
ICICI Pru Retrmnt Hybrid Agrsv HY-AH  - - - - - - - - -
ICICI Pru Retrmnt Pure Eqt EQ-FLX  - - - - - - - - -
ICICI Pru S&P BSE 500 ETF EQ-FLX NR - - - - - - - - -
ICICI Pru S&P BSE 500 ETF FOF EQ-FLX NR - - - - - - - - -
ICICI Pru S&P BSE Midcap Select ETF EQ-L&MC NR 11.88 8.08 18/19 - - - - - -
ICICI Pru S&P BSE Sensex ETF EQ-LC NR 15.66 8.87 5/82 13.84 24.71 4/55 12.96 51.70 8/32
ICICI Pru S&P BSE Sensex Index EQ-LC  15.21 8.78 29/82 - - - - - -
ICICI Pru Smallcap EQ-SC  23.72 10.79 4/13 16.94 29.19 4/7 15.75 65.81 4/6
ICICI Pru Value Discovery Reg EQ-VAL  20.62 10.01 2/17 16.59 28.65 2/12 17.66 77.81 1/9
IDBI Eqt Advtg Reg EQ-ELSS  11.68 8.04 26/32 - - - - - -
IDBI Flexi Cap Reg EQ-FLX  14.65 8.65 15/36 - - - - - -
IDBI Focused 30 Eqt Reg EQ-LC  13.46 8.41 60/82 - - - - - -
IDBI Hybrid Eqt Reg HY-AH  9.38 7.60 26/30 - - - - - -
IDBI Ind Top 100 Eqt Reg EQ-LC  15.49 8.84 20/82 12.85 23.44 26/55 - - -
IDBI LT Value Reg EQ-VAL  - - - - - - - - -
IDBI Midcap Reg EQ-MC  12.98 8.31 20/21 - - - - - -
IDBI Nifty IndexThis
Reg PDF was uploade To Telegram channel_
EQ-LC LBS
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52/82 12.13 22.55 43/55 - - -
IDBI Nifty Junior Index Reg EQ-LC  11.81 8.07 76/82 11.85 22.22 46/55 - - -
IDBI Small Cap Reg EQ-SC  20.59 10.01 10/13 - - - - - -
IDFC Asset Allocation Agrssv Reg HY-AH  8.95 7.51 29/30 8.66 18.77 20/21 - - -
IDFC Asset Allocation Moderate Reg HY-BH NR 7.43 7.24 3/4 7.86 17.99 4/4 - - -
IDFC Core Eqt Reg EQ-L&MC  15.92 8.93 10/19 13.49 24.25 11/16 12.35 49.07 12/14
IDFC Emrgng Businesses Reg EQ-SC NR - - - - - - - - -
IDFC Flexi Cap Reg EQ-FLX  12.08 8.12 27/36 11.86 22.23 21/25 14.00 56.53 8/18
IDFC Focused Equity Reg EQ-FLX  9.36 7.59 34/36 10.02 20.16 23/25 9.81 39.53 16/18
IDFC Hybrid Eqt Reg HY-AH  12.05 8.12 18/30 - - - - - -
IDFC Large Cap Reg EQ-LC  12.20 8.15 73/82 11.22 21.49 49/55 10.89 43.30 28/32
IDFC Midcap Reg EQ-MC NR - - - - - - - - -
IDFC Multi Cap Reg EQ-MLC NR - - - - - - - - -
IDFC Nifty 100 Index Reg EQ-LC NR - - - - - - - - -
IDFC Nifty 50 ETF EQ-LC NR 15.36 8.81 25/82 - - - - - -
IDFC Nifty 50 Index Reg EQ-LC  15.15 8.76 30/82 13.29 23.99 15/55 - - -
IDFC Nifty200 Momentum 30 Index Reg EQ-LC NR - - - - - - - - -
IDFC S&P BSE Sensex ETF EQ-LC NR 15.27 8.79 27/82 - - - - - -
IDFC Sterling Value Reg EQ-VAL  20.29 9.93 3/17 16.33 28.25 3/12 - - -
IDFC Tax Advtg (ELSS) Reg EQ-ELSS  18.91 9.61 2/32 16.24 28.12 3/24 - - -
IIFL Focused Eqt Reg EQ-FLX  18.72 9.56 4/36 - - - - - -
Indiabulls Bluechip Reg EQ-LC  11.14 7.94 81/82 10.86 21.08 53/55 - - -
Indiabulls Eqt Hybrid Reg HY-AH  - - - - - - - - -
Indiabulls Nifty 50 ETF EQ-LC NR - - - - - - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 89

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Indiabulls Tax Svngs Reg EQ-ELSS  10.67 7.84 30/32 - - - - - -

Indiabulls Value Reg EQ-VAL  11.58 8.02 17/17 - - - - - -
Invesco Ind Contra Reg EQ-VAL  15.44 8.83 12/17 15.95 27.67 5/12 15.80 66.08 2/9
Invesco Ind Eqt & Bond Reg HY-AH  - - - - - - - - -
Invesco Ind Flexi Cap Reg EQ-FLX NR - - - - - - - - -
Invesco Ind Focused 20 Eqt Reg EQ-FLX NR - - - - - - - - -
Invesco Ind Growth Opp Reg EQ-L&MC  13.24 8.36 17/19 13.56 24.34 10/16 13.59 54.55 8/14
Invesco Ind Largecap Reg EQ-LC  12.71 8.25 70/82 12.22 22.66 41/55 - - -
Invesco Ind Midcap Reg EQ-MC  18.01 9.40 11/21 17.08 29.41 4/18 17.79 78.66 4/16
Invesco Ind Multicap Reg EQ-MLC NR 15.00 8.73 - 14.65 25.81 - - - -
Invesco Ind Nifty 50 ETF EQ-LC NR 15.48 8.83 21/82 13.56 24.34 10/55 - - -
Invesco Ind Smallcap Reg EQ-SC  - - - - - - - - -
Invesco Ind Tax Plan Reg EQ-ELSS  11.99 8.11 24/32 13.34 24.06 12/24 14.35 58.27 6/18
ITI Large Cap Reg EQ-LC NR - - - - - - - - -
ITI LT Eqt Reg EQ-ELSS  - - - - - - - - -
ITI Mid Cap Reg EQ-MC NR - - - - - - - - -
ITI Multi Cap Reg EQ-MLC NR - - - - - - - - -
This PDF was uploade To TelegramEQ-SC
ITI Small Cap Reg channel_NR
LBS Newspaper
- platform
- (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
- - - - - - -
ITI Value Reg EQ-VAL NR - - - - - - - - -
JM Eqt Hybrid Reg HY-AH  15.30 8.80 5/30 11.48 21.79 14/21 10.74 42.76 16/18
JM Flexicap Reg EQ-FLX  17.39 9.26 8/36 15.63 27.20 3/25 - - -
JM Focused Reg EQ-LC  11.21 7.95 80/82 12.00 22.40 44/55 - - -
JM Large Cap Reg EQ-LC  12.71 8.25 69/82 11.02 21.27 51/55 10.04 40.31 31/32
JM Tax Gain Reg EQ-ELSS  15.82 8.91 11/32 15.08 26.42 7/24 - - -
JM Value Reg EQ-VAL  16.77 9.12 - 15.30 26.73 - 12.49 49.63 -
Kotak Bluechip Reg EQ-LC  14.72 8.67 45/82 13.19 23.87 17/55 12.63 50.23 10/32
Kotak Emrgng Eqt Reg EQ-MC  20.41 9.96 4/21 18.96 32.55 1/18 17.94 79.73 3/16
Kotak Eqt Hybrid Reg HY-AH  15.38 8.81 4/30 12.75 23.31 6/21 12.05 47.82 11/18
Kotak Eqt Opp Reg EQ-L&MC  16.72 9.11 6/19 15.24 26.63 4/16 14.56 59.31 3/14
Kotak Flexicap Reg EQ-FLX  13.92 8.50 18/36 14.33 25.37 7/25 - - -
Kotak Focused Eqt Reg EQ-FLX  - - - - - - - - -
Kotak Ind EQ Contra Reg EQ-VAL  16.47 9.05 10/17 14.66 25.82 8/12 13.91 56.09 7/9
Kotak Multicap Reg EQ-MLC NR - - - - - - - - -
Kotak Nifty 100 Low Volatility 30 ETF EQ-LC NR - - - - - - - - -
Kotak Nifty 50 ETF EQ-LC NR 15.44 8.83 22/82 13.39 24.13 13/55 - - -
Kotak Nifty 50 Index Reg EQ-LC NR - - - - - - - - -
Kotak Nifty 50 Value 20 ETF EQ-VAL NR 17.85 9.36 7/17 - - - - - -
Kotak Nifty Alpha 50 ETF EQ-LC NR - - - - - - - - -
Kotak Nifty Midcap 50 ETF EQ-MC NR - - - - - - - - -
Kotak Nifty Next 50 Index Reg EQ-LC NR - - - - - - - - -
Kotak S&P BSE Sensex ETF EQ-LC NR 15.41 8.82 24/82 13.67 24.49 6/55 - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

90 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Kotak Small Cap Reg EQ-SC  24.05 10.88 2/13 19.64 33.77 2/7 18.31 82.35 2/6
Kotak Tax Saver Reg EQ-ELSS  17.25 9.23 5/32 15.26 26.66 6/24 13.99 56.49 8/18
LIC MF Children's Gift Reg HY-AH  9.24 7.57 - 8.07 18.19 - 7.49 32.58 -
LIC MF Eqt Hybrid Reg HY-AH  8.34 7.40 30/30 7.97 18.10 21/21 8.05 34.11 18/18
LIC MF Flexi Cap Reg EQ-FLX  9.73 7.66 33/36 8.79 18.90 25/25 8.78 36.25 18/18
LIC MF Large & Mid Cap Reg EQ-L&MC  13.68 8.45 15/19 - - - - - -
LIC MF Large Cap Reg EQ-LC  12.31 8.17 72/82 11.45 21.76 47/55 11.18 44.39 25/32
LIC MF Nifty 100 ETF EQ-LC NR 14.96 8.72 37/82 - - - - - -
LIC MF Nifty 50 ETF EQ-LC NR 15.56 8.85 12/82 - - - - - -
LIC MF Nifty 50 Index Reg EQ-LC  14.36 8.59 50/82 12.32 22.79 38/55 11.41 45.26 24/32
LIC MF S&P BSE Sensex ETF EQ-LC NR 15.64 8.87 8/82 - - - - - -
LIC MF S&P BSE Sensex Index Reg EQ-LC  14.53 8.63 47/82 12.55 23.07 35/55 11.57 45.90 23/32
LIC MF Tax Reg EQ-ELSS  11.61 8.03 27/32 11.82 22.19 22/24 11.46 45.46 18/18
LIC MF ULIS Reg HY-AH  11.49 8.01 21/30 10.26 20.42 18/21 9.48 38.43 17/18
Mahindra Mnulife ELSS Kar Bcht Yjn Reg EQ-ELSS  15.56 8.85 14/32 - - - - - -
Mahindra Mnulife Flexi Cap Yjn Reg EQ-FLX NR - - - - - - - - -
Mahindra Mnulife Focused Eqt Yjn Reg EQ-FLX NR - - - - - - - - -
This
Mahindra Mnulife PDF
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Nivesh Yjn RegTo Telegram channel_
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- - - - - - -
Mahindra Mnulife Large Cap Pragati Yjn Reg EQ-LC  - - - - - - - - -
Mahindra Mnulife Mid Cap Unnati Yjn Reg EQ-MC  - - - - - - - - -
Mahindra Mnulife Multi Cap Badhat Yjn Reg EQ-MLC NR 19.51 9.75 - - - - - - -
Mahindra Mnulife Top 250 Nivesh Yjn Reg EQ-L&MC NR - - - - - - - - -
Mirae Asset Emrgng Bluechip Reg EQ-L&MC  17.51 9.28 5/19 19.80 34.06 1/16 - - -
Mirae Asset Eqt Allocator FoF Reg EQ-LC NR - - - - - - - - -
Mirae Asset Focused Reg EQ-FLX  - - - - - - - - -
Mirae Asset Hybrid Eqt Reg HY-AH  12.77 8.26 14/30 - - - - - -
Mirae Asset Large Cap Reg EQ-LC  13.96 8.51 56/82 14.66 25.82 1/55 - - -
Mirae Asset Midcap Reg EQ-MC  - - - - - - - - -
Mirae Asset Nifty 50 ETF EQ-LC NR - - - - - - - - -
Mirae Asset Nifty Midcap 150 ETF EQ-MC NR - - - - - - - - -
Mirae Asset Nifty Next 50 ETF EQ-LC NR - - - - - - - - -
Mirae Asset Tax Saver Reg EQ-ELSS  17.05 9.18 7/32 - - - - - -
Motilal Oswal Eqt Hybrid Reg HY-AH  - - - - - - - - -
Motilal Oswal Flexi Cap Reg EQ-FLX  7.28 7.21 36/36 - - - - - -
Motilal Oswal Focused Reg EQ-LC  11.53 8.01 78/82 - - - - - -
Motilal Oswal Large and Midcap Reg EQ-L&MC  - - - - - - - - -
Motilal Oswal LT Eqt Reg EQ-ELSS  13.81 8.48 19/32 - - - - - -
Motilal Oswal Midcap Reg EQ-MC  22.22 10.41 2/21 - - - - - -
Motilal Oswal Nifty 200 Momentum 30 ETF EQ-LC NR - - - - - - - - -
Motilal Oswal Nifty 200 Momentum 30 Index Reg EQ-LC NR - - - - - - - - -
Motilal Oswal Nifty 50 ETF EQ-LC NR 15.42 8.82 23/82 13.10 23.76 19/55 - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 91

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Motilal Oswal Nifty 50 Index Reg EQ-LC  - - - - - - - - -

Motilal Oswal Nifty 500 Index Reg EQ-FLX  - - - - - - - - -
Motilal Oswal Nifty Midcap 100 ETF EQ-MC NR 18.50 9.51 8/21 15.16 26.52 14/18 - - -
Motilal Oswal Nifty Midcap 150 Reg EQ-MC  - - - - - - - - -
Motilal Oswal Nifty Next 50 Index Reg EQ-LC  - - - - - - - - -
Motilal Oswal Nifty Smallcap 250 Reg EQ-SC  - - - - - - - - -
Motilal Oswal S&P BSE Enhanced Value ETF EQ-VAL NR - - - - - - - - -
Motilal Oswal S&P BSE Enhanced Value Index Reg EQ-VAL NR - - - - - - - - -
Motilal Oswal S&P BSE Low Volatility ETF EQ-LC NR - - - - - - - - -
Motilal Oswal S&P BSE Low Volatility Index Reg EQ-LC NR - - - - - - - - -
Navi ELSS Tax Saver Reg EQ-ELSS  11.22 7.95 29/32 - - - - - -
Navi Eqt Hybrid Reg HY-AH  - - - - - - - - -
Navi Flexi Cap Reg EQ-FLX  - - - - - - - - -
Navi Large & Midcap Reg EQ-L&MC  15.18 8.77 - - - - - - -
Navi Nifty 50 Index Reg EQ-LC NR - - - - - - - - -
Navi Nifty Midcap 150 Index Reg EQ-MC NR - - - - - - - - -
Navi Nifty Next 50 Index Reg EQ-LC NR - - - - - - - - -
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Nippon Ind Eqt Hybrid Seg Port 1 Reg HY-AH NR - - - - - - - - -
Nippon Ind ETF Nifty 100 EQ-LC NR 14.41 8.60 49/82 - - - - - -
Nippon Ind ETF Nifty 50 BeES EQ-LC NR 15.56 8.85 10/82 13.62 24.42 7/55 12.77 50.85 9/32
Nippon Ind ETF Nifty 50 Shariah BeES EQ-LC NR 13.03 8.32 64/82 12.23 22.68 40/55 - - -
Nippon Ind ETF Nifty 50 Value 20 EQ-VAL NR 17.93 9.38 5/17 - - - - - -
Nippon Ind ETF Nifty Midcap 150 EQ-MC NR - - - - - - - - -
Nippon Ind ETF Nifty Next 50 Junior BeES EQ-LC NR 12.72 8.25 68/82 13.02 23.65 21/55 13.77 55.39 2/32
Nippon Ind ETF S&P BSE Sensex EQ-LC NR 15.63 8.87 9/82 - - - - - -
Nippon Ind ETF S&P BSE Sensex Next 50 EQ-LC NR - - - - - - - - -
Nippon Ind Flexi Cap Reg EQ-FLX NR - - - - - - - - -
Nippon Ind Focused Eqt Reg EQ-FLX  17.38 9.26 9/36 16.15 27.98 1/25 16.03 67.41 3/18
Nippon Ind Growth Reg EQ-MC  20.35 9.95 5/21 16.89 29.11 6/18 15.48 64.30 14/16
Nippon Ind Index Nifty 50 Reg EQ-LC  14.32 8.58 51/82 12.43 22.92 37/55 - - -
Nippon Ind Index S&P BSE Sensex Reg EQ-LC  14.89 8.71 39/82 12.91 23.51 24/55 - - -
Nippon Ind Large Cap Reg EQ-LC  16.21 8.99 3/82 14.30 25.33 2/55 13.92 56.13 1/32
Nippon Ind Multi Cap Reg EQ-MLC NR 19.35 9.71 - 14.82 26.04 - 15.50 64.38 -
Nippon Ind Nifty 50 Value 20 Index Reg EQ-VAL NR - - - - - - - - -
Nippon Ind Nifty Alpha Low Volatility 30 Index Reg EQ-LC NR - - - - - - - - -
Nippon Ind Nifty Midcap150 Reg EQ-MC NR - - - - - - - - -
Nippon Ind Nifty Next 50 Junior BeES FoF Reg EQ-LC  - - - - - - - - -
Nippon Ind Nifty Smallcap 250 Index Reg EQ-SC NR - - - - - - - - -
Nippon Ind Passive Flexicap FoF Reg EQ-FLX NR - - - - - - - - -
Nippon Ind Retrmnt Wealth Creation Reg EQ-FLX  11.21 7.95 29/36 - - - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

92 BEST FUNDS 2023

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 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Nippon Ind Small Cap Reg EQ-SC  26.46 11.53 1/13 23.49 41.57 1/7 - - -
Nippon Ind Tax Saver (ELSS) Reg EQ-ELSS  13.62 8.44 20/32 11.44 21.75 23/24 12.86 51.25 12/18
Nippon Ind Value Reg EQ-VAL  17.28 9.23 8/17 15.01 26.32 7/12 14.39 58.49 4/9
Nippon Ind Vision Reg EQ-L&MC  14.46 8.62 14/19 11.99 22.39 16/16 11.46 45.45 14/14
Parag Parikh Flexi Cap Reg EQ-FLX  17.83 9.36 7/36 - - - - - -
Parag Parikh Tax Saver Reg EQ-ELSS  - - - - - - - - -
PGIM Ind ELSS Tax Saver Reg EQ-ELSS  17.18 9.21 6/32 - - - - - -
PGIM Ind Flexi Cap Reg EQ-FLX  18.06 9.41 6/36 - - - - - -
PGIM Ind Hybrid Eqt Reg HY-AH  9.25 7.57 28/30 8.75 18.86 - 8.90 36.62 -
PGIM Ind Large Cap Reg EQ-LC  11.95 8.10 74/82 11.38 21.68 48/55 11.15 44.28 26/32
PGIM Ind Midcap Opp Reg EQ-MC  25.27 11.20 1/21 - - - - - -
PGIM Ind Small Cap Reg EQ-SC NR - - - - - - - - -
Quant Absolute Reg HY-AH  25.18 11.18 1/30 19.05 32.71 1/21 15.94 66.92 1/18
Quant Active Reg EQ-MLC NR 28.16 12.00 - 22.21 38.79 - 18.50 83.72 -
Quant Flexi Cap Reg EQ-FLX NR 28.20 12.01 - 21.59 37.51 - - - -
Quant Focused Reg EQ-LC  18.76 9.57 - 16.88 29.09 - - - -
Quant Large & Mid Cap Reg EQ-L&MC  21.28 10.18 - 18.68 32.06 - 16.61 70.95 -
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Quant Mid Cap Reg EQ-MC  27.96 11.94 - 18.90 32.44 - 15.27 63.09 -
Quant Small Cap Reg EQ-SC  35.70 14.32 - 20.40 35.19 - 16.96 73.11 -
Quant Tax Plan Reg EQ-ELSS  30.13 12.57 1/32 23.57 41.75 1/24 17.73 78.26 1/18
Quant Value Reg EQ-VAL NR - - - - - - - - -
Quantum Eqt FoF Reg EQ-FLX  12.80 8.27 24/36 - - - - - -
Quantum LT Eqt Value Reg EQ-VAL  12.94 8.30 15/17 - - - - - -
Quantum Nifty 50 ETF EQ-LC NR 15.49 8.84 19/82 13.55 24.33 11/55 - - -
Quantum Nifty 50 ETF FoF Reg EQ-LC NR - - - - - - - - -
Quantum Tax Svng Reg EQ-ELSS  13.08 8.33 21/32 - - - - - -
Samco Flexi Cap Reg EQ-FLX NR - - - - - - - - -
SBI Bluechip Reg EQ-LC  14.75 8.68 43/82 13.61 24.41 8/55 13.74 55.27 3/32
SBI Contra Reg EQ-VAL  24.12 10.90 1/17 16.67 28.76 1/12 14.28 57.92 5/9
SBI Eqt Hybrid Reg HY-AH  12.64 8.24 15/30 12.82 23.40 5/21 13.10 52.31 5/18
SBI Flexicap Reg EQ-FLX  13.66 8.45 20/36 14.12 25.09 9/25 13.68 54.97 10/18
SBI Focused Eqt Reg EQ-FLX  13.99 8.52 17/36 14.83 26.06 5/25 16.47 70.06 1/18
SBI Large & Midcap Reg EQ-L&MC  18.31 9.47 3/19 15.91 27.61 3/16 15.31 63.31 2/14
SBI LT Eqt Reg EQ-ELSS  16.15 8.98 10/32 13.26 23.96 13/24 13.03 52.00 10/18
SBI Magnum Children's Benefit Inv Reg HY-AH NR - - - - - - - - -
SBI Magnum Midcap Reg EQ-MC  20.76 10.05 3/21 17.05 29.37 5/18 17.14 74.30 6/16
SBI Multicap Reg EQ-MLC NR - - - - - - - - -
SBI Nifty 50 ETF EQ-LC NR 15.53 8.84 17/82 - - - - - -
SBI Nifty Index Reg EQ-LC  14.76 8.68 42/82 12.73 23.29 32/55 11.75 46.59 19/32
SBI Nifty Next 50 ETF EQ-LC NR 12.73 8.26 67/82 - - - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 93

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 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

SBI Nifty Next 50 Index Reg EQ-LC NR - - - - - - - - -

SBI Retrmnt Benefit Agrssv Hybrid Reg HY-AH NR - - - - - - - - -
SBI Retrmnt Benefit Agrssv Reg EQ-FLX NR - - - - - - - - -
SBI S&P BSE 100 ETF EQ-LC NR 15.54 8.85 13/82 - - - - - -
SBI S&P BSE Sensex ETF EQ-LC NR 15.65 8.87 6/82 - - - - - -
SBI S&P BSE Sensex Next 50 ETF EQ-LC NR - - - - - - - - -
SBI Small Cap Reg EQ-SC  23.25 10.67 5/13 23.18 40.88 - - - -
Shriram Flexi Cap Reg EQ-FLX  - - - - - - - - -
Shriram Hybrid Eqt Reg HY-AH  9.41 7.60 25/30 - - - - - -
Shriram LT Eqt Reg EQ-ELSS  - - - - - - - - -
Sundaram Agrssv Hybrid Reg HY-AH  12.48 8.20 16/30 12.59 23.12 7/21 12.37 49.13 7/18
Sundaram Diversified Eqt Reg EQ-ELSS NR 13.62 8.44 - 12.24 22.69 - 12.03 47.74 -
Sundaram Flexi Cap Reg EQ-FLX NR - - - - - - - - -
Sundaram Focused Reg EQ-FLX  15.60 8.86 13/36 13.99 24.92 12/25 13.61 54.67 11/18
Sundaram Large & Midcap Reg EQ-L&MC  14.72 8.67 13/19 14.50 25.61 8/16 13.34 53.41 9/14
Sundaram Large Cap Reg EQ-LC  - - - - - - - - -
Sundaram Midcap Reg EQ-MC  14.76 8.68 16/21 14.30 25.34 17/18 15.52 64.51 13/16
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Sundaram Nifty 100 Equal Wght Reg EQ-LC  13.44 8.40 62/82 10.88 21.11 52/55 10.40 41.53 30/32
Sundaram Small Cap Reg EQ-SC  18.74 9.57 12/13 15.57 27.11 6/7 15.18 62.60 5/6
Sundaram Tax Svngs Reg EQ-ELSS  15.25 8.78 16/32 14.39 25.45 9/24 13.90 56.06 9/18
Tata Equity PE Reg EQ-VAL  13.95 8.51 14/17 14.50 25.61 9/12 14.62 59.66 3/9
Tata Flexi Cap Reg EQ-FLX  - - - - - - - - -
Tata Focused Eqt Reg EQ-FLX  - - - - - - - - -
Tata Hybrid Eqt Reg HY-AH  13.28 8.37 11/30 11.69 22.03 12/21 12.72 50.61 6/18
Tata Ind Tax Svngs Reg EQ-ELSS  15.53 8.85 15/32 14.97 26.26 8/24 14.84 60.77 4/18
Tata Large & Midcap Reg EQ-L&MC  17.82 9.35 4/19 15.01 26.31 5/16 14.37 58.37 4/14
Tata Large Cap Reg EQ-LC  14.25 8.57 53/82 12.21 22.65 42/55 12.14 48.16 14/32
Tata Midcap Growth Reg EQ-MC  17.26 9.23 13/21 16.45 28.43 9/18 16.46 70.01 8/16
Tata Nifty 50 ETF EQ-LC NR - - - - - - - - -
Tata Nifty 50 Index Reg EQ-LC  14.83 8.69 40/82 12.81 23.39 28/55 11.82 46.88 18/32
Tata Retrmnt Svngs Moderate Reg HY-AH  9.99 7.71 23/30 12.18 22.62 8/21 - - -
Tata Retrmnt Svngs Progrsv Reg EQ-FLX  10.26 7.77 31/36 12.50 23.01 18/25 - - -
Tata S&P BSE Sensex Index Reg EQ-LC  14.59 8.64 46/82 12.86 23.46 25/55 11.84 46.94 17/32
Tata Small Cap Reg EQ-SC  - - - - - - - - -
Tata Young Citizens Reg EQ-FLX NR 15.01 8.73 - 11.67 22.01 - 11.24 44.61 -
Taurus Discovery (Midcap) Reg EQ-MC  16.94 9.15 14/21 16.10 27.90 12/18 15.16 62.50 15/16
Taurus Flexi Cap Reg EQ-FLX  10.45 7.80 30/36 9.09 19.20 24/25 9.64 38.96 17/18
Taurus Largecap Eqt Reg EQ-LC  11.59 8.03 77/82 9.70 19.82 55/55 9.20 37.55 32/32
Taurus Nifty 50 Index Reg EQ-LC NR 14.97 8.72 35/82 12.80 23.38 29/55 - - -
Taurus Tax Shield Reg EQ-ELSS  12.60 8.23 23/32 12.35 22.82 18/24 12.08 47.93 17/18
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

94 BEST FUNDS 2023

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 :07YL[\YUZMVYYLN\SHYWSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 10 years, `12 lakh; and over 15 years, `18 lakh
5-Year 10-Year 15-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Templeton Ind Value Reg EQ-VAL  20.09 9.89 4/17 15.04 26.36 6/12 13.90 56.04 8/9
Union Flexi Cap Reg EQ-FLX  16.20 8.99 12/36 12.88 23.48 16/25 - - -
Union Focused Reg EQ-FLX  - - - - - - - - -
Union Hybrid Eqt Reg HY-AH NR - - - - - - - - -
Union Large & Midcap Reg EQ-L&MC  - - - - - - - - -
Union Largecap Reg EQ-LC  13.23 8.36 63/82 - - - - - -
Union LT Eqt Reg EQ-ELSS  16.86 9.14 9/32 13.08 23.73 15/24 - - -
Union Midcap Reg EQ-MC NR - - - - - - - - -
Union Retrmnt Reg HY-AH NR - - - - - - - - -
Union Small Cap Reg EQ-SC  21.31 10.18 9/13 - - - - - -
Union Value Discovery Reg EQ-VAL  - - - - - - - - -
UTI Children's Career Investment Reg EQ-FLX  13.33 8.38 22/36 12.74 23.30 17/25 12.32 48.90 14/18
UTI Children's Career Svngs Reg HY-BH NR 8.60 7.45 2/4 8.79 18.90 2/4 9.53 38.62 1/3
UTI Core Eqt Reg EQ-L&MC  15.94 8.93 8/19 12.73 23.29 12/16 12.15 48.23 13/14
UTI Flexi Cap Reg EQ-FLX  13.05 8.32 23/36 13.42 24.17 15/25 13.92 56.15 9/18
UTI Focused Eqt Reg EQ-FLX NR - - - - - - - - -
UTI Hybrid Eqt Reg HY-AH  13.85 8.49 9/30 11.67 22.01 13/21 11.47 45.48 14/18
UTI LT Eqt RegThis PDF was uploade To Telegram channel_
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UTI Mastershare Reg EQ-LC  13.82 8.48 58/82 12.73 23.29 33/55 12.45 49.48 11/32
UTI Midcap Reg EQ-MC  18.16 9.43 10/21 16.52 28.54 8/18 17.26 75.08 5/16
UTI Nifty 50 ETF EQ-LC NR 15.53 8.84 16/82 - - - - - -
UTI Nifty 50 Index Reg EQ-LC  15.27 8.79 26/82 13.33 24.05 14/55 12.28 48.74 13/32
UTI Nifty Next 50 ETF EQ-LC NR 12.92 8.29 65/82 - - - - - -
UTI Nifty Next 50 Index Reg EQ-LC  - - - - - - - - -
UTI Nifty200 Momentum 30 Index Reg EQ-LC NR - - - - - - - - -
UTI Retrmnt Benefit Pension Reg HY-BH NR 9.74 7.66 1/4 8.92 19.03 1/4 9.03 37.03 2/3
UTI S&P BSE Low Volatility Index Reg EQ-L&MC NR - - - - - - - - -
UTI S&P BSE Sensex ETF EQ-LC NR 15.25 8.78 28/82 - - - - - -
UTI S&P BSE Sensex Index Reg EQ-LC NR - - - - - - - - -
UTI S&P BSE Sensex Next 50 ETF EQ-LC NR - - - - - - - - -
UTI Small Cap Fund Reg EQ-SC NR - - - - - - - - -
UTI Value Opp Reg EQ-VAL  16.10 8.97 11/17 13.12 23.78 11/12 13.28 53.13 9/9
WhiteOak Capital Flexi Cap Reg EQ-FLX NR - - - - - - - - -
WhiteOak Capital Mid Cap Reg EQ-MC NR - - - - - - - - -

EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 95

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

ABSL Bal Bhavishya Yojna Dir EQ-FLX  - - - - - - - - -

ABSL Eqt Advtg Dir EQ-L&MC  11.75 8.06 18/18 11.18 12.51 18/18 13.29 24.00 13/15
ABSL Eqt Hybrid '95 Dir HY-AH  10.70 7.85 26/30 10.03 12.00 21/24 11.32 21.60 16/19
ABSL Flexi Cap Dir EQ-FLX  14.56 8.64 21/36 13.79 13.73 21/33 15.17 26.54 9/24
ABSL Focused Eqt Dir EQ-LC  14.50 8.62 33/50 13.47 13.57 32/46 13.87 24.75 11/44
ABSL Frontline Eqt Dir EQ-LC  14.92 8.71 30/50 13.54 13.61 31/46 13.73 24.56 13/44
ABSL Mid Cap Dir EQ-MC  15.07 8.74 17/20 12.82 13.26 19/19 14.37 25.42 17/17
ABSL Multi-Cap Dir EQ-MLC NR - - - - - - - - -
ABSL Nifty 50 Equal Wght Index Dir EQ-LC NR - - - - - - - - -
ABSL Nifty 50 Index Dir EQ-LC  15.04 8.74 28/50 14.05 13.85 25/46 12.88 23.47 34/44
ABSL Nifty Midcap 150 Index Dir EQ-MC NR - - - - - - - - -
ABSL Nifty Next 50 Index Dir EQ-LC NR - - - - - - - - -
ABSL Nifty Smallcap 50 Index Dir EQ-SC NR - - - - - - - - -
ABSL Pure Value Dir EQ-VAL  13.48 8.41 13/14 11.12 12.48 14/14 13.59 24.39 12/13
ABSL Retrmnt 30s Dir EQ-FLX  - - - - - - - - -
ABSL Retrmnt 40s Dir HY-AH  - - - - - - - - -
ABSL Small Cap Dir EQ-SC  14.63 8.65 13/13 12.18 12.96 12/12 - - -
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- 8.74 11.46 - 11.28 21.56 -
ABSL Tax Relief 96 Dir EQ-ELSS  8.75 7.48 32/32 9.54 11.80 30/30 12.08 22.49 22/23
Axis Bluechip Dir EQ-LC  12.77 8.26 44/50 13.88 13.77 29/46 14.11 25.07 9/44
Axis Children's Gift Dir HY-AH  11.76 8.06 - 11.65 12.72 - - - -
Axis Eqt Hybrid Dir HY-AH  - - - - - - - - -
Axis Equity ETFs FoF Dir EQ-FLX NR - - - - - - - - -
Axis Flexi Cap Dir EQ-FLX  13.52 8.42 26/36 - - - - - -
Axis Focused 25 Dir EQ-FLX  9.73 7.66 35/36 11.69 12.74 26/33 13.32 24.04 17/24
Axis Growth Opp Dir EQ-L&MC  - - - - - - - - -
Axis LT Eqt Dir EQ-ELSS  10.55 7.82 31/32 11.76 12.77 27/30 14.24 25.25 12/23
Axis Midcap Dir EQ-MC  18.07 9.41 13/20 17.82 15.85 7/19 18.37 31.53 5/17
Axis Multicap Fund Dir EQ-MLC NR - - - - - - - - -
Axis Nifty 100 Index Dir EQ-LC  - - - - - - - - -
Axis Nifty 50 Index Dir EQ-LC NR - - - - - - - - -
Axis Nifty Midcap 50 Index Dir EQ-MC NR - - - - - - - - -
Axis Nifty Next 50 Index Dir EQ-LC NR - - - - - - - - -
Axis Nifty Smallcap 50 Index Dir EQ-SC NR - - - - - - - - -
Axis Retrmnt Svngs-Agrssv Plan Dir HY-AH  - - - - - - - - -
Axis Small Cap Dir EQ-SC  25.69 11.31 3/13 22.47 18.69 2/12 - - -
Axis Value Fund Dir EQ-VAL NR - - - - - - - - -
Bank of Ind Bluechip Dir EQ-LC NR - - - - - - - - -
Bank of Ind Flexi Cap Dir EQ-FLX NR - - - - - - - - -
Bank of Ind Large & Mid Cap Eqt Dir EQ-L&MC  16.08 8.96 13/18 14.18 13.92 14/18 13.45 24.20 11/15
Bank of Ind Mid & Small Cap Eqt & Debt Dir HY-AH  18.50 9.51 3/30 - - - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

96 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Bank of Ind Small Cap Dir EQ-SC  - - - - - - - - -

Bank of Ind Tax Advtg Dir EQ-ELSS  20.14 9.90 3/32 18.58 16.28 2/30 17.68 30.37 1/23
Baroda BNP Paribas Agrssv Hybrid Dir HY-AH  15.42 8.82 7/30 - - - - - -
Baroda BNP Paribas ELSS Dir EQ-ELSS  13.31 8.37 25/32 12.59 13.15 23/30 13.21 23.90 17/23
Baroda BNP Paribas Flexi Cap Dir EQ-FLX NR - - - - - - - - -
Baroda BNP Paribas Focused Dir EQ-FLX  14.14 8.55 23/36 - - - - - -
Baroda BNP Paribas Large & Mid Cap Dir EQ-L&MC NR - - - - - - - - -
Baroda BNP Paribas Large Cap Dir EQ-LC  15.60 8.86 10/50 14.55 14.10 12/46 14.48 25.57 7/44
Baroda BNP Paribas Midcap Dir EQ-MC  20.06 9.88 8/20 17.13 15.46 10/19 17.85 30.65 7/17
Baroda BNP Paribas Multi Cap Dir EQ-MLC NR 17.97 9.39 - 15.56 14.62 - 14.58 25.71 -
Canara Robeco Bluechip Eqt Dir EQ-LC  16.63 9.09 4/50 16.06 14.88 1/46 15.27 26.68 3/44
Canara Robeco Emrgng Equities Dir EQ-L&MC  17.31 9.24 8/18 16.55 15.14 5/18 19.36 33.25 2/15
Canara Robeco Eqt Hybrid Dir HY-AH  14.37 8.60 13/30 13.91 13.79 6/24 14.26 25.28 3/19
Canara Robeco Eqt Tax Saver Dir EQ-ELSS  18.76 9.57 5/32 17.55 15.70 5/30 16.44 28.41 6/23
Canara Robeco Flexi Cap Dir EQ-FLX  16.66 9.09 13/36 16.07 14.89 9/33 15.15 26.50 10/24
Canara Robeco Focused Eqt Dir EQ-FLX NR - - - - - - - - -
Canara Robeco Small Cap Dir EQ-SC  - - - - - - - - -
Canara RobecoThis
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DSP Eqt & Bond Dir HY-AH  12.74 8.26 19/30 12.34 13.03 14/24 13.22 23.90 9/19
DSP Eqt Opp Dir EQ-L&MC  16.31 9.01 11/18 15.07 14.37 11/18 15.63 27.20 8/15
DSP Flexi Cap Dir EQ-FLX  15.05 8.74 18/36 14.53 14.09 17/33 14.81 26.02 12/24
DSP Focus Dir EQ-FLX  11.10 7.93 31/36 10.73 12.31 30/33 11.83 22.20 21/24
DSP Midcap Dir EQ-MC  13.33 8.38 20/20 13.05 13.37 18/19 15.66 27.25 15/17
DSP Nifty 50 Equal Weight Index Dir EQ-LC  16.85 9.13 3/50 - - - - - -
DSP Nifty 50 Index Dir EQ-LC  - - - - - - - - -
DSP Nifty Next 50 Index Dir EQ-LC  - - - - - - - - -
DSP Small Cap Dir EQ-SC  22.60 10.50 7/13 18.16 16.04 8/12 20.34 35.06 3/6
DSP Tax Saver Dir EQ-ELSS  17.99 9.39 8/32 16.42 15.07 8/30 16.74 28.88 3/23
DSP Top 100 Eqt Dir EQ-LC  11.70 8.05 50/50 10.92 12.39 45/46 10.93 21.17 43/44
DSP Value Fund Dir EQ-VAL NR - - - - - - - - -
Edelweiss Agrsv Hybrid Dir HY-AH  16.28 9.01 - 14.52 14.09 - - - -
Edelweiss Flexi Cap Dir EQ-FLX  16.40 9.04 15/36 15.62 14.65 12/33 - - -
Edelweiss Focused Eqt Dir EQ-FLX NR - - - - - - - - -
Edelweiss Large & Mid Cap Dir EQ-L&MC  17.81 9.35 7/18 16.45 15.09 7/18 15.87 27.56 7/15
Edelweiss Large Cap Dir EQ-LC  15.60 8.86 9/50 14.81 14.23 9/46 - - -
Edelweiss LT Eqt (Tax Svngs) Dir EQ-ELSS  14.80 8.69 20/32 13.46 13.57 20/30 - - -
Edelweiss Mid Cap Dir EQ-MC  21.69 10.28 5/20 19.02 16.54 3/19 19.77 33.99 2/17
Edelweiss Nifty 50 Index Dir EQ-LC NR - - - - - - - - -
Edelweiss NIFTY Large Mid Cap 250 Index Dir EQ-L&MC NR - - - - - - - - -
Edelweiss Small Cap Dir EQ-SC  - - - - - - - - -
Franklin Ind Bluechip Dir EQ-LC  13.28 8.37 42/50 11.99 12.87 42/46 12.03 22.44 41/44
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 97

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 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Franklin Ind Eqt Advtg Dir EQ-L&MC  14.16 8.55 17/18 12.45 13.08 17/18 12.90 23.50 14/15
Franklin Ind Eqt Hybrid Dir HY-AH  14.06 8.53 14/30 12.75 13.22 12/24 13.23 23.92 8/19
Franklin Ind Flexi Cap Dir EQ-FLX  18.20 9.44 10/36 15.66 14.67 11/33 15.60 27.15 6/24
Franklin Ind Focused Eqt Dir EQ-FLX  19.21 9.68 6/36 16.80 15.28 5/33 17.24 29.67 1/24
Franklin Ind NSE Nifty 50 Index Dir EQ-LC  14.99 8.73 29/50 14.05 13.85 26/46 12.98 23.60 31/44
Franklin Ind Pension Dir HY-BH NR 8.23 7.38 3/4 8.02 11.17 3/4 8.98 19.09 3/3
Franklin Ind Prima Dir EQ-MC  15.42 8.82 16/20 13.89 13.78 15/19 15.91 27.62 14/17
Franklin Ind Smaller Companies Dir EQ-SC  20.43 9.97 11/13 16.57 15.16 10/12 18.11 31.09 4/6
Franklin Ind Taxshield Dir EQ-ELSS  16.73 9.11 14/32 14.50 14.08 15/30 14.62 25.77 11/23
HDFC Capital Builder Value Dir EQ-VAL  15.75 8.89 10/14 14.34 14.00 10/14 14.70 25.87 10/13
HDFC Children's Gift Dir HY-AH  15.99 8.94 6/30 14.82 14.24 4/24 14.91 26.17 2/19
HDFC Flexi Cap Dir EQ-FLX  20.16 9.90 5/36 17.49 15.66 4/33 16.24 28.11 4/24
HDFC Focused 30 Dir EQ-FLX  20.40 9.96 2/36 16.55 15.14 7/33 15.33 26.76 8/24
HDFC Hybrid Eqt Dir HY-AH  15.28 8.79 9/30 13.34 13.51 9/24 12.81 23.39 11/19
HDFC Index Nifty 50 Dir EQ-LC  15.27 8.79 20/50 14.43 14.04 17/46 13.40 24.13 22/44
HDFC Index S&P BSE Sensex Dir EQ-LC  15.37 8.81 14/50 14.81 14.24 8/46 13.65 24.47 14/44
HDFC Large and Mid Cap Dir EQ-L&MC  19.11 9.65 3/18 16.19 14.95 8/18 13.80 24.66 -
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7/20 17.79 15.83 8/19 18.61 31.94 4/17
HDFC Multi Cap Dir EQ-MLC NR - - - - - - - - -
HDFC NIFTY 100 Equal Wght Index Dir EQ-LC NR - - - - - - - - -
HDFC Nifty 100 Index Dir EQ-LC NR - - - - - - - - -
HDFC NIFTY Next 50 Index Dir EQ-LC NR - - - - - - - - -
HDFC NIFTY50 Equal Wght Index Dir EQ-LC NR - - - - - - - - -
HDFC Retrmnt Svngs Eqt Dir EQ-FLX  20.85 10.07 1/36 - - - - - -
HDFC Retrmnt Svngs Hybrid Eqt Dir HY-AH  15.30 8.79 8/30 - - - - - -
HDFC Small Cap Dir EQ-SC  22.51 10.48 8/13 19.90 17.06 6/12 19.40 33.32 -
HDFC Taxsaver Dir EQ-ELSS  16.47 9.05 15/32 14.07 13.86 17/30 13.51 24.28 16/23
HDFC Top 100 Dir EQ-LC  15.74 8.89 7/50 14.31 13.98 20/46 13.77 24.62 12/44
HSBC Agrssv Hybrid Dir HY-AH  10.47 7.81 27/30 10.14 12.05 20/24 11.69 22.04 15/19
HSBC ELSS Dir EQ-ELSS  12.17 8.14 30/32 11.69 12.73 28/30 12.70 23.25 20/23
HSBC Flexi Cap Dir EQ-FLX  13.59 8.43 25/36 12.34 13.03 24/33 13.02 23.65 18/24
HSBC Focused Dir EQ-FLX NR - - - - - - - - -
HSBC Large and Mid Cap Dir EQ-L&MC  - - - - - - - - -
HSBC Large Cap Dir EQ-LC  13.81 8.48 36/50 13.18 13.43 33/46 12.90 23.50 33/44
HSBC Managed Solutions India Growth Dir HY-AH  12.75 8.26 18/30 11.83 12.80 17/24 - - -
HSBC Midcap Dir EQ-MC  14.29 8.58 18/20 13.57 13.62 16/19 16.44 28.42 13/17
HSBC Nifty 50 Index Dir EQ-LC NR - - - - - - - - -
HSBC Nifty Next 50 Index Dir EQ-LC NR - - - - - - - - -
HSBC Small Cap Dir EQ-SC  23.01 10.61 6/13 19.88 17.05 7/12 - - -
HSBC Tax Saver Eqt Dir EQ-ELSS NR 14.60 8.64 - 13.20 13.44 - 13.55 24.33 -
HSBC Value Dir EQ-VAL  18.04 9.41 7/14 15.72 14.70 8/14 17.14 29.50 5/13
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

98 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

ICICI Pru Bhrt 22 FOF Dir EQ-LC  - - - - - - - - -

ICICI Pru Bluechip Dir EQ-LC  16.56 9.07 5/50 15.30 14.48 3/46 14.92 26.18 4/44
ICICI Pru Child Care Gift Dir HY-AH  12.38 8.18 21/30 11.51 12.65 18/24 12.31 22.77 14/19
ICICI Pru Eqt & Debt Dir HY-AH  19.58 9.76 2/30 17.24 15.52 2/24 16.72 28.84 1/19
ICICI Pru Flexicap Dir EQ-FLX NR - - - - - - - - -
ICICI Pru Focused Eqt Dir EQ-FLX  18.58 9.53 8/36 16.24 14.98 8/33 - - -
ICICI Pru Ind Eqt FOF Dir EQ-FLX NR - - - - - - - - -
ICICI Pru Large & Mid Cap Dir EQ-L&MC  20.35 9.95 1/18 17.28 15.54 2/18 15.93 27.64 6/15
ICICI Pru LT Eqt (Tax Svng) Dir EQ-ELSS  16.07 8.96 16/32 14.63 14.14 12/30 14.83 26.06 10/23
ICICI Pru Midcap Dir EQ-MC  18.81 9.58 11/20 16.34 15.03 12/19 17.37 29.87 11/17
ICICI Pru Multicap Dir EQ-MLC NR 16.45 9.05 - 14.81 14.23 - 15.03 26.34 -
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF Dir EQ-LC NR - - - - - - - - -
ICICI Pru Nifty 200 Momentum 30 Index Dir EQ-LC NR - - - - - - - - -
ICICI Pru Nifty 50 Index Dir EQ-LC  15.32 8.80 17/50 14.38 14.02 18/46 13.34 24.06 23/44
ICICI Pru Nifty Alpha Low Volatility 30 ETF FOF Dir EQ-LC NR - - - - - - - - -
ICICI Pru Nifty Midcap 150 Index Dir EQ-MC NR - - - - - - - - -
ICICI Pru Nifty Next 50 Index Dir EQ-LC  12.35 8.18 48/50 11.59 12.69 44/46 12.77 23.34 35/44
ICICI Pru Nifty This PDF
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ICICI Pru Passive Strategy (FOF) Dir EQ-FLX  14.73 8.67 - 13.22 13.45 - 12.57 23.09 -
ICICI Pru Retrmnt Hybrid Agrsv Dir HY-AH  - - - - - - - - -
ICICI Pru Retrmnt Pure Eqt Dir EQ-FLX  - - - - - - - - -
ICICI Pru S&P BSE 500 ETF FOF Dir EQ-FLX NR - - - - - - - - -
ICICI Pru S&P BSE Sensex Index Dir EQ-LC  15.41 8.82 13/50 - - - - - -
ICICI Pru Smallcap Dir EQ-SC  25.35 11.22 4/13 20.44 17.39 5/12 18.11 31.08 5/6
ICICI Pru Value Discovery Dir EQ-VAL  21.29 10.18 3/14 17.75 15.80 3/14 17.47 30.04 3/13
IDBI Eqt Advtg Dir EQ-ELSS  13.05 8.32 27/32 12.25 12.99 25/30 - - -
IDBI Flexi Cap Dir EQ-FLX  16.20 8.99 16/36 14.61 14.13 16/33 - - -
IDBI Focused 30 Eqt Dir EQ-LC  14.61 8.65 32/50 - - - - - -
IDBI Hybrid Eqt Dir HY-AH  10.41 7.79 28/30 - - - - - -
IDBI Ind Top 100 Eqt Dir EQ-LC  16.89 9.14 2/50 14.86 14.26 4/46 14.23 25.23 8/44
IDBI LT Value Dir EQ-VAL  - - - - - - - - -
IDBI Midcap Dir EQ-MC  14.07 8.53 19/20 - - - - - -
IDBI Nifty Index Dir EQ-LC  15.08 8.75 27/50 14.20 13.93 22/46 13.07 23.71 29/44
IDBI Nifty Junior Index Dir EQ-LC  12.49 8.21 47/50 11.66 12.72 43/46 12.74 23.30 36/44
IDBI Small Cap Dir EQ-SC  21.84 10.31 10/13 - - - - - -
IDFC Asset Allocation Agrssv Dir HY-AH  9.81 7.68 29/30 9.17 11.64 24/24 9.43 19.55 18/19
IDFC Asset Allocation Moderate Dir HY-BH NR 8.14 7.37 4/4 7.99 11.16 4/4 - - -
IDFC Core Eqt Dir EQ-L&MC  17.28 9.23 9/18 15.51 14.60 9/18 14.96 26.24 10/15
IDFC Emrgng Businesses Dir EQ-SC NR - - - - - - - - -
IDFC Flexi Cap Dir EQ-FLX  12.86 8.28 28/36 11.58 12.69 27/33 12.67 23.21 20/24
IDFC Focused Equity Dir EQ-FLX  10.84 7.88 32/36 11.37 12.59 28/33 11.59 21.92 22/24
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 99

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

IDFC Hybrid Eqt Dir HY-AH  13.50 8.41 16/30 - - - - - -

IDFC Large Cap Dir EQ-LC  13.50 8.41 41/50 13.05 13.37 34/46 12.49 23.00 39/44
IDFC Midcap Dir EQ-MC NR - - - - - - - - -
IDFC Multi Cap Dir EQ-MLC NR - - - - - - - - -
IDFC Nifty 100 Index Dir EQ-LC NR - - - - - - - - -
IDFC Nifty 50 Index Dir EQ-LC  15.52 8.84 11/50 14.64 14.15 11/46 13.53 24.31 16/44
IDFC Nifty200 Momentum 30 Index Dir EQ-LC NR - - - - - - - - -
IDFC Sterling Value Dir EQ-VAL  21.55 10.24 2/14 18.32 16.13 2/14 17.52 30.12 1/13
IDFC Tax Advtg (ELSS) Dir EQ-ELSS  20.24 9.92 2/32 18.05 15.98 4/30 17.59 30.23 2/23
IIFL Focused Eqt Dir EQ-FLX  20.17 9.90 4/36 18.62 16.30 1/33 - - -
Indiabulls Bluechip Dir EQ-LC  12.71 8.25 45/50 12.37 13.05 39/46 12.54 23.06 38/44
Indiabulls Eqt Hybrid Dir HY-AH  - - - - - - - - -
Indiabulls Tax Svngs Dir EQ-ELSS  12.81 8.27 29/32 - - - - - -
Indiabulls Value Dir EQ-VAL  13.62 8.44 12/14 11.33 12.57 13/14 - - -
Invesco Ind Contra Dir EQ-VAL  16.85 9.14 9/14 16.39 15.06 6/14 17.52 30.12 2/13
Invesco Ind Eqt & Bond Dir HY-AH  - - - - - - - - -
Invesco Ind Flexi Cap Dir EQ-FLX NR - - - - - - - - -
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Invesco Ind Growth Opp Dir EQ-L&MC  14.67 8.66 16/18 14.58 14.12 13/18 15.18 26.55 9/15
Invesco Ind Largecap Dir EQ-LC  14.31 8.58 34/50 13.69 13.68 30/46 13.94 24.85 10/44
Invesco Ind Midcap Dir EQ-MC  19.72 9.80 9/20 18.03 15.96 6/19 18.96 32.54 3/17
Invesco Ind Multicap Dir EQ-MLC NR 16.54 9.07 - 14.99 14.32 - 16.37 28.30 -
Invesco Ind Smallcap Dir EQ-SC  - - - - - - - - -
Invesco Ind Tax Plan Dir EQ-ELSS  13.43 8.40 23/32 13.59 13.63 19/30 14.97 26.26 9/23
ITI Large Cap Dir EQ-LC NR - - - - - - - - -
ITI LT Eqt Dir EQ-ELSS  - - - - - - - - -
ITI Mid Cap Dir EQ-MC NR - - - - - - - - -
ITI Multi Cap Dir EQ-MLC NR - - - - - - - - -
ITI Small Cap Dir EQ-SC NR - - - - - - - - -
ITI Value Dir EQ-VAL NR - - - - - - - - -
JM Eqt Hybrid Dir HY-AH  16.34 9.02 5/30 13.62 13.64 7/24 12.43 22.92 12/19
JM Flexicap Dir EQ-FLX  18.29 9.46 9/36 16.73 15.24 6/33 16.73 28.85 3/24
JM Focused Dir EQ-LC  12.49 8.21 46/50 12.20 12.97 41/46 13.45 24.20 19/44
JM Large Cap Dir EQ-LC  13.78 8.47 38/50 12.54 13.13 38/46 12.19 22.63 40/44
JM Tax Gain Dir EQ-ELSS  16.75 9.11 13/32 15.88 14.79 9/30 16.25 28.12 7/23
JM Value Dir EQ-VAL  17.52 9.29 - 15.81 14.75 - 16.29 28.18 -
Kotak Bluechip Dir EQ-LC  16.09 8.97 6/50 14.83 14.24 7/46 14.54 25.66 6/44
Kotak Emrgng Eqt Dir EQ-MC  21.89 10.33 3/20 19.20 16.64 2/19 20.48 35.33 1/17
Kotak Eqt Hybrid Dir HY-AH  16.92 9.15 4/30 15.07 14.37 3/24 14.22 25.22 4/19
Kotak Eqt Opp Dir EQ-L&MC  18.09 9.42 6/18 16.53 15.14 6/18 16.60 28.65 4/15
Kotak Flexicap Dir EQ-FLX  15.00 8.73 19/36 14.37 14.01 18/33 15.49 27.00 7/24
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

100 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Kotak Focused Eqt Dir EQ-FLX  - - - - - - - - -

Kotak Ind EQ Contra Dir EQ-VAL  18.05 9.41 6/14 17.11 15.45 5/14 16.25 28.12 6/13
Kotak Multicap Dir EQ-MLC NR - - - - - - - - -
Kotak Nifty 50 Index Dir EQ-LC NR - - - - - - - - -
Kotak Nifty Next 50 Index Dir EQ-LC NR - - - - - - - - -
Kotak Small Cap Dir EQ-SC  25.78 11.34 2/13 21.58 18.11 4/12 21.28 36.89 2/6
Kotak Tax Saver Dir EQ-ELSS  18.76 9.57 6/32 16.94 15.36 6/30 16.71 28.83 4/23
LIC MF Children's Gift Dir HY-AH  10.18 7.75 - 8.91 11.53 - - - -
LIC MF Eqt Hybrid Dir HY-AH  9.59 7.64 30/30 9.35 11.72 23/24 9.17 19.28 19/19
LIC MF Flexi Cap Dir EQ-FLX  10.68 7.85 33/36 10.01 11.99 31/33 9.69 19.81 23/24
LIC MF Large & Mid Cap Dir EQ-L&MC  15.42 8.82 14/18 15.01 14.34 12/18 - - -
LIC MF Large Cap Dir EQ-LC  13.67 8.45 39/50 12.97 13.33 35/46 12.69 23.24 37/44
LIC MF Nifty 50 Index Dir EQ-LC  15.09 8.75 26/50 14.09 13.88 24/46 12.95 23.57 32/44
LIC MF S&P BSE Sensex Index Dir EQ-LC  15.18 8.77 23/50 14.49 14.07 14/46 13.14 23.81 28/44
LIC MF Tax Dir EQ-ELSS  12.92 8.29 28/32 12.74 13.22 22/30 13.06 23.70 19/23
LIC MF ULIS Dir HY-AH  12.48 8.20 20/30 11.86 12.81 16/24 - - -
Mahindra Mnulife ELSS Kar Bcht Yjn Dir EQ-ELSS  17.52 9.29 10/32 - - - - - -
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- - - - - - -
Mahindra Mnulife Focused Eqt Yjn Dir EQ-FLX NR - - - - - - - - -
Mahindra Mnulife Hybrd Eqt Nivesh Yjn Dir HY-AH  - - - - - - - - -
Mahindra Mnulife Large Cap Pragati Yjn Dir EQ-LC  - - - - - - - - -
Mahindra Mnulife Mid Cap Unnati Yjn Dir EQ-MC  - - - - - - - - -
Mahindra Mnulife Multi Cap Badhat Yjn Dir EQ-MLC NR 21.64 10.26 - - - - - - -
Mahindra Mnulife Top 250 Nivesh Yjn Dir EQ-L&MC NR - - - - - - - - -
Mirae Asset Emrgng Bluechip Dir EQ-L&MC  18.70 9.56 5/18 18.13 16.02 1/18 20.97 36.27 1/15
Mirae Asset Eqt Allocator FoF Dir EQ-LC NR - - - - - - - - -
Mirae Asset Focused Dir EQ-FLX  - - - - - - - - -
Mirae Asset Hybrid Eqt Dir HY-AH  14.43 8.61 11/30 14.13 13.89 5/24 - - -
Mirae Asset Large Cap Dir EQ-LC  15.17 8.77 25/50 14.86 14.26 5/46 15.79 27.44 1/44
Mirae Asset Midcap Dir EQ-MC  - - - - - - - - -
Mirae Asset Tax Saver Dir EQ-ELSS  18.67 9.55 7/32 18.54 16.26 3/30 - - -
Motilal Oswal Eqt Hybrid Dir HY-AH  - - - - - - - - -
Motilal Oswal Flexi Cap Dir EQ-FLX  8.24 7.38 36/36 8.86 11.51 33/33 - - -
Motilal Oswal Focused Dir EQ-LC  12.89 8.29 43/50 12.71 13.20 37/46 - - -
Motilal Oswal Large and Midcap Dir EQ-L&MC  - - - - - - - - -
Motilal Oswal LT Eqt Dir EQ-ELSS  15.25 8.78 19/32 14.61 14.13 14/30 - - -
Motilal Oswal Midcap Dir EQ-MC  23.63 10.77 2/20 19.02 16.54 4/19 - - -
Motilal Oswal Nifty 200 Momentum 30 Index Dir EQ-LC NR - - - - - - - - -
Motilal Oswal Nifty 50 Index Dir EQ-LC  - - - - - - - - -
Motilal Oswal Nifty 500 Index Dir EQ-FLX  - - - - - - - - -
Motilal Oswal Nifty Midcap 150 Dir EQ-MC  - - - - - - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 101

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Motilal Oswal Nifty Next 50 Index Dir EQ-LC  - - - - - - - - -

Motilal Oswal Nifty Smallcap 250 Dir EQ-SC  - - - - - - - - -
Motilal Oswal S&P BSE Enhanced Value Index Dir EQ-VAL NR - - - - - - - - -
Motilal Oswal S&P BSE Low Volatility Index Dir EQ-LC NR - - - - - - - - -
Navi ELSS Tax Saver Dir EQ-ELSS  13.28 8.37 26/32 12.46 13.09 24/30 - - -
Navi Eqt Hybrid Dir HY-AH  - - - - - - - - -
Navi Flexi Cap Dir EQ-FLX  - - - - - - - - -
Navi Large & Midcap Dir EQ-L&MC  17.43 9.27 - 15.78 14.73 - - - -
Navi Nifty 50 Index Dir EQ-LC NR - - - - - - - - -
Navi Nifty Midcap 150 Index Dir EQ-MC NR - - - - - - - - -
Navi Nifty Next 50 Index Dir EQ-LC NR - - - - - - - - -
Nippon Ind Eqt Hybrid Dir HY-AH  11.02 7.91 25/30 9.70 11.86 22/24 10.69 20.89 17/19
Nippon Ind Eqt Hybrid Seg Port 1 Direct HY-AH NR - - - - - - - - -
Nippon Ind Flexi Cap Dir EQ-FLX NR - - - - - - - - -
Nippon Ind Focused Eqt Dir EQ-FLX  18.18 9.44 11/36 15.89 14.79 10/33 17.07 29.40 2/24
Nippon Ind Growth Dir EQ-MC  21.21 10.16 6/20 18.43 16.19 5/19 17.73 30.46 8/17
Nippon Ind Index Nifty 50 Dir EQ-LC  15.28 8.79 19/50 14.38 14.02 19/46 13.26 23.96 26/44
Nippon Ind IndexThis PDFSensex
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Nippon Ind Large Cap Dir EQ-LC  17.18 9.21 1/50 15.57 14.63 2/46 15.33 26.76 2/44
Nippon Ind Multi Cap Dir EQ-MLC NR 20.14 9.90 - 16.98 15.38 - 15.62 27.19 -
Nippon Ind Nifty 50 Value 20 Index Dir EQ-VAL NR - - - - - - - - -
Nippon Ind Nifty Alpha Low Volatility 30 Index Dir EQ-LC NR - - - - - - - - -
Nippon Ind Nifty Midcap150 Dir EQ-MC NR - - - - - - - - -
Nippon Ind Nifty Next 50 Junior BeES FoF Dir EQ-LC  - - - - - - - - -
Nippon Ind Nifty Smallcap 250 Index Dir EQ-SC NR - - - - - - - - -
Nippon Ind Passive Flexicap FoF Dir EQ-FLX NR - - - - - - - - -
Nippon Ind Retrmnt Wealth Creation Dir EQ-FLX  12.31 8.17 29/36 11.01 12.43 29/33 - - -
Nippon Ind Small Cap Dir EQ-SC  27.56 11.83 1/13 23.56 19.43 1/12 24.70 44.38 1/6
Nippon Ind Tax Saver (ELSS) Dir EQ-ELSS  14.42 8.61 21/32 11.49 12.64 29/30 12.31 22.77 21/23
Nippon Ind Value Dir EQ-VAL  18.05 9.41 5/14 16.13 14.92 7/14 15.82 27.49 7/13
Nippon Ind Vision Dir EQ-L&MC  15.03 8.74 15/18 12.69 13.20 16/18 12.63 23.17 15/15
Parag Parikh Flexi Cap Dir EQ-FLX  18.96 9.62 7/36 18.11 16.01 3/33 - - -
Parag Parikh Tax Saver Dir EQ-ELSS  - - - - - - - - -
PGIM Ind ELSS Tax Saver Dir EQ-ELSS  18.77 9.57 4/32 16.80 15.28 7/30 - - -
PGIM Ind Flexi Cap Dir EQ-FLX  20.26 9.93 3/36 18.26 16.10 2/33 - - -
PGIM Ind Hybrid Eqt Dir HY-AH  11.02 7.91 24/30 10.20 12.07 - 10.39 20.57 -
PGIM Ind Large Cap Dir EQ-LC  13.58 8.43 40/50 12.76 13.23 36/46 12.98 23.60 30/44
PGIM Ind Midcap Opp Dir EQ-MC  27.40 11.78 1/20 22.49 18.70 1/19 - - -
PGIM Ind Small Cap Dir EQ-SC NR - - - - - - - - -
Quant Absolute Dir HY-AH  26.39 11.50 1/30 22.09 18.44 1/24 - - -
Quant Active Dir EQ-MLC NR 29.81 12.48 - 25.37 20.71 - - - -
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

102 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Quant Flexi Cap Dir EQ-FLX NR 29.28 12.32 - 24.44 20.04 - - - -

Quant Focused Dir EQ-LC  20.84 10.07 - 17.92 15.90 - - - -
Quant Large & Mid Cap Dir EQ-L&MC  22.68 10.53 - 19.03 16.54 - - - -
Quant Large Cap Dir EQ-LC NR - - - - - - - - -
Quant Mid Cap Dir EQ-MC  30.38 12.65 - 24.66 20.20 - - - -
Quant Small Cap Dir EQ-SC  37.31 14.87 - 27.71 22.49 - - - -
Quant Tax Plan Dir EQ-ELSS  32.36 13.25 1/32 26.97 21.92 1/30 - - -
Quant Value Dir EQ-VAL NR - - - - - - - - -
Quantum Eqt FoF Dir EQ-FLX  13.06 8.32 27/36 12.21 12.97 25/33 12.96 23.58 19/24
Quantum LT Eqt Value Dir EQ-VAL  13.47 8.41 14/14 11.76 12.77 12/14 11.94 22.32 13/13
Quantum Nifty 50 ETF FoF-Dir EQ-LC NR - - - - - - - - -
Quantum Tax Svng Dir EQ-ELSS  13.60 8.43 22/32 11.89 12.83 26/30 12.04 22.45 23/23
Samco Flexi Cap Dir EQ-FLX NR - - - - - - - - -
SBI Bluechip Dir EQ-LC  15.61 8.86 8/50 14.14 13.90 23/46 14.59 25.73 5/44
SBI Contra Dir EQ-VAL  24.94 11.11 1/14 20.00 17.13 1/14 17.40 29.92 4/13
SBI Eqt Hybrid Dir HY-AH  13.42 8.40 17/30 13.00 13.34 10/24 13.76 24.60 7/19
SBI Flexicap Dir EQ-FLX  14.72 8.67 20/36 13.92 13.79 20/33 - - -
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17/36 15.20 14.43 15/33 15.98 27.71 5/24
SBI Large & Midcap Dir EQ-L&MC  19.17 9.67 2/18 16.90 15.33 3/18 16.67 28.76 3/15
SBI LT Eqt Dir EQ-ELSS  16.85 9.14 12/32 14.47 14.06 16/30 13.96 24.87 13/23
SBI Magnum Children's Benefit Inv Dir HY-AH NR - - - - - - - - -
SBI Magnum Midcap Dir EQ-MC  21.81 10.31 4/20 17.49 15.66 9/19 18.17 31.19 6/17
SBI Multicap Dir EQ-MLC NR - - - - - - - - -
SBI Nifty Index Dir EQ-LC  15.17 8.77 24/50 14.31 13.98 21/46 13.17 23.85 27/44
SBI Nifty Next 50 Index Dir EQ-LC NR - - - - - - - - -
SBI Retrmnt Benefit Agrssv Dir EQ-FLX NR - - - - - - - - -
SBI Retrmnt Benefit Agrssv Hybrid Dir HY-AH NR - - - - - - - - -
SBI Small Cap Dir EQ-SC  24.57 11.01 5/13 22.38 18.63 3/12 24.62 44.20 -
Shriram Flexi Cap Dir EQ-FLX  - - - - - - - - -
Shriram Hybrid Eqt Dir HY-AH  11.05 7.92 23/30 10.57 12.24 19/24 - - -
Shriram LT Eqt Dir EQ-ELSS  - - - - - - - - -
Sundaram Agrssv Hybrid Dir HY-AH  13.85 8.49 15/30 13.49 13.58 8/24 13.90 24.79 5/19
Sundaram Diversified Eqt Dir EQ-ELSS NR 14.19 8.56 - 12.50 13.11 - 12.78 23.36 -
Sundaram Flexi Cap Dir EQ-FLX NR - - - - - - - - -
Sundaram Focused Dir EQ-FLX  16.66 9.09 14/36 15.48 14.58 13/33 14.92 26.18 11/24
Sundaram Large & Midcap Dir EQ-L&MC  16.09 8.97 12/18 15.40 14.54 10/18 - - -
Sundaram Large Cap Dir EQ-LC  - - - - - - - - -
Sundaram Midcap Dir EQ-MC  15.70 8.88 15/20 13.29 13.48 17/19 15.16 26.52 16/17
Sundaram Multi Cap Dir EQ-MLC NR 16.89 9.14 - 15.60 14.64 - 15.86 27.54 -
Sundaram Nifty 100 Equal Wght Dir EQ-LC  13.79 8.47 37/50 12.22 12.98 40/46 11.28 21.56 42/44
Sundaram Small Cap Dir EQ-SC  19.95 9.85 12/13 15.51 14.59 11/12 16.55 28.58 6/6
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 103

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

Sundaram Tax Svngs Dir EQ-ELSS  15.88 8.92 17/32 14.62 14.14 13/30 15.01 26.31 8/23
Tata Equity PE Dir EQ-VAL  15.26 8.79 11/14 14.29 13.97 11/14 15.74 27.37 9/13
Tata Flexi Cap Dir EQ-FLX  - - - - - - - - -
Tata Focused Eqt Dir EQ-FLX  - - - - - - - - -
Tata Hybrid Eqt Dir HY-AH  14.42 8.61 12/30 12.59 13.15 13/24 12.82 23.40 10/19
Tata Ind Tax Svngs Dir EQ-ELSS  17.06 9.18 11/32 15.76 14.72 10/30 16.47 28.46 5/23
Tata Large & Midcap Dir EQ-L&MC  18.77 9.57 4/18 16.61 15.18 4/18 16.19 28.03 5/15
Tata Large Cap Dir EQ-LC  15.31 8.80 18/50 13.91 13.79 28/46 13.48 24.24 17/44
Tata Midcap Growth Dir EQ-MC  18.74 9.57 12/20 16.70 15.23 11/19 17.73 30.45 9/17
Tata Nifty 50 Index Dir EQ-LC  15.32 8.80 16/50 14.44 14.05 15/46 13.31 24.02 25/44
Tata Retrmnt Svngs Moderate Dir HY-AH  11.62 8.03 22/30 11.90 12.83 15/24 13.79 24.65 6/19
Tata Retrmnt Svngs Progrsv Dir EQ-FLX  12.02 8.11 30/36 12.63 13.17 23/33 14.28 25.30 13/24
Tata S&P BSE Sensex Index Dir EQ-LC  15.19 8.77 22/50 14.68 14.17 10/46 13.43 24.17 21/44
Tata Small Cap Dir EQ-SC  - - - - - - - - -
Tata Young Citizens Dir EQ-FLX NR 15.85 8.92 - 13.52 13.59 - 12.66 23.20 -
Taurus Discovery (Midcap) Dir EQ-MC  17.38 9.25 14/20 15.86 14.78 14/19 16.61 28.67 12/17
Taurus Flexi Cap Dir EQ-FLX  10.52 7.82 34/36 9.25 11.67 32/33 9.39 19.51 24/24
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49/50 10.33 12.13 46/46 10.19 20.34 44/44
Taurus Nifty 50 Index Dir EQ-LC NR 15.25 8.78 21/50 14.44 14.05 16/46 13.32 24.04 24/44
Taurus Tax Shield Dir EQ-ELSS  13.38 8.39 24/32 13.09 13.39 21/30 13.18 23.85 18/23
Templeton Ind Value Dir EQ-VAL  21.04 10.12 4/14 17.18 15.49 4/14 15.81 27.47 8/13
Union Flexi Cap Dir EQ-FLX  17.26 9.23 12/36 15.43 14.55 14/33 13.79 24.64 15/24
Union Focused Dir EQ-FLX  - - - - - - - - -
Union Hybrid Eqt Dir HY-AH NR - - - - - - - - -
Union Large & Midcap Dir EQ-L&MC  - - - - - - - - -
Union Largecap Dir EQ-LC  13.93 8.50 35/50 - - - - - -
Union LT Eqt Dir EQ-ELSS  17.60 9.30 9/32 15.33 14.50 11/30 13.79 24.65 15/23
Union Midcap Dir EQ-MC NR - - - - - - - - -
Union Retrmnt Dir HY-AH NR - - - - - - - - -
Union Small Cap Dir EQ-SC  22.26 10.42 9/13 18.13 16.02 9/12 - - -
Union Value Discovery Dir EQ-VAL  - - - - - - - - -
UTI Children's Career Investment Dir EQ-FLX  14.46 8.61 22/36 13.72 13.69 22/33 13.73 24.57 16/24
UTI Children's Career Svngs Dir HY-BH NR 8.83 7.49 2/4 8.22 11.25 2/4 9.00 19.10 2/3
UTI Core Eqt Dir EQ-L&MC  16.59 9.08 10/18 14.16 13.91 15/18 13.32 24.04 12/15
UTI Flexi Cap Dir EQ-FLX  13.89 8.49 24/36 13.94 13.80 19/33 14.11 25.07 14/24
UTI Focused Eqt Dir EQ-FLX NR - - - - - - - - -
UTI Hybrid Eqt Dir HY-AH  14.60 8.64 10/30 12.79 13.25 11/24 12.37 22.85 13/19
UTI LT Eqt Dir EQ-ELSS  15.28 8.79 18/32 14.06 13.86 18/30 13.84 24.71 14/23
UTI Mastershare Dir EQ-LC  14.82 8.69 31/50 13.96 13.81 27/46 13.62 24.42 15/44
UTI Midcap Dir EQ-MC  19.26 9.69 10/20 16.34 15.03 13/19 17.60 30.24 10/17
UTI Nifty 50 Index Dir EQ-LC  15.36 8.81 15/50 14.51 14.08 13/46 13.43 24.18 20/44
EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

104 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 :07YL[\YUZMVYKPYLJ[WSHUZ! Worth of monthly SIPs of `10,000
Total amount invested over 5 years is `6 lakh; over 7 years, `8.4 lakh; and over 10 years, `12 lakh
5-Year 7-Year 10-Year
Returns Value Rank Returns Value Rank Returns Value Rank
Scheme Name Category Rating (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat (%) (` Lakh) Fund/Cat

UTI Nifty Next 50 Index Dir EQ-LC  - - - - - - - - -

UTI Nifty200 Momentum 30 Index Dir EQ-LC NR - - - - - - - - -
UTI Retrmnt Benefit Pension Dir HY-BH NR 10.47 7.80 1/4 9.48 11.77 1/4 9.61 19.73 1/3
UTI S&P BSE Low Volatility Index Dir EQ-L&MC NR - - - - - - - - -
UTI S&P BSE Sensex Index Dir EQ-LC NR - - - - - - - - -
UTI Small Cap Fund Dir EQ-SC NR - - - - - - - - -
UTI Value Opp Dir EQ-VAL  16.90 9.15 8/14 15.22 14.44 9/14 13.91 24.81 11/13
WhiteOak Capital Flexi Cap Dir EQ-FLX NR - - - - - - - - -
WhiteOak Capital Mid Cap Fund Dir EQ-MC NR - - - - - - - - -

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

EQ-LC: Equity: Large Cap EQ-L&MC: Equity: Large & MidCap EQ-MC: Equity:Mid Cap EQ-MLC: Equity:Multi Cap EQ-FLX: Equity:Flexi Cap
EQ-SC: Equity:Small Cap EQ-VAL: Equity:Value Oriented EQ-ELSS: Equity: ELSS HY-AH: Hybrid:Aggressive HY-BH: Hybrid: Balanced Hybrid

BEST FUNDS 2023 105

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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Performance of various mutual fund categories + top 20 & bottom 20 equity and debt

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
WLYMVYTHUJL!

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funds across time frames

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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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 ;VW IV[[VTLX\P[`M\UKZI``LHYYL[\YUZ
Mainstream equity funds Speciality equity funds
Category Top 20 funds Return (%) Category Top 20 funds Return (%)
LC ICICI Prudential BHARAT 22 FOF 28.54 BANK Nippon India ETF Nifty PSU Bank BeES 73.53
LC BHARAT 22 ETF 28.39 BANK Kotak Nifty PSU Bank ETF 73.49
FLX HDFC Flexi Cap Fund 18.29 PSU SBI PSU 29.01
FLX HDFC Focused 30 Fund 18.29 INFRA ICICI Prudential Infrastructure Fund 28.83
MC Quant Mid Cap Fund 17.13 PSU Aditya Birla Sun Life PSU Equity Fund 28.55
VAL Templeton India Value Fund 15.46 PSU CPSE ETF 27.95
VAL Quant Value Fund 15.05 THEMATIC Quant Quantamental Fund 26.78
VAL ICICI Prudential Value Discovery Fund 14.95 BANK UTI Nifty Bank ETF 22.02
MLC Nippon India Multi Cap Fund 14.12 BANK ICICI Prudential Nifty Bank ETF 21.90
L&MC Quant Large and Mid Cap Fund 12.99 BANK Edelweiss ETF - Nifty Bank 21.86
VAL SBI Contra Fund 12.76 BANK Aditya Birla Sun Life Nifty Bank ETF 21.85
MC HDFC Mid-Cap Opportunities Fund 12.29 BANK SBI Nifty Bank ETF 21.84
ELSS Quant Tax Plan 12.25 BANK Nippon India ETF Nifty Bank BeES 21.83
VAL Canara Robeco Value Fund 12.17 BANK HDFC NIFTY Bank ETF 21.81
L&MC ICICI Prudential Large & Mid Cap Fund 11.70 BANK Axis NIFTY Bank ETF 21.78
LC Nippon India Large Cap Fund 11.33 BANK Kotak Nifty Bank ETF 21.76
L&MC Tata Large & Mid Cap Fund 11.21 BANK ICICI Prudential Nifty Private Bank ETF 21.75
FLX Quant Flexi Cap Fund 11.10 BANK SBI Nifty Private Bank ETF 21.53
MC Motilal Oswal Midcap Fund 10.71 BANK Tata Nifty Private Bank ETF 21.40
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LC HDFC Top 100 Fund 10.61 BANK Motilal Oswal Nifty Bank Index Fund 20.87

Category Bottom 20 funds Return (%) Category Bottom 20 funds Return (%)
SC Aditya Birla Sun Life Nifty Smallcap 50 Index Fund -18.65 INTL Edelweiss US Technology Equity FoF -39.15
LC Kotak Nifty Alpha 50 ETF -16.57 INTL Invesco India - Invesco Global Consumer Trends FoF -38.59
FLX Axis Focused 25 -14.50 INTL PGIM India Emerging Markets Equity Fund -35.60
FLX UTI Flexi Cap Fund -13.42 INTL Nippon India Taiwan Equity Fund -34.39
L&MC Aditya Birla Sun Life Equity Advantage Fund -12.98 INTL PGIM India Global Equity Opportunities Fund -33.79
ELSS Axis Long Term Equity Fund -11.97 INTL Mirae Asset NYSE FANG+ ETF -33.54
LC Nippon India ETF Nifty 50 Shariah BeES -10.01 INTL Mirae Asset NYSE FANG+ ETF FoF -33.16
L&MC Axis Growth Opportunities Fund -8.89 INTL Kotak Global Innovation FoF -30.57
FLX Axis Flexi Cap Fund -8.71 INTL Franklin India Feeder Franklin US Opportunities -30.35
FLX Invesco India Focused 20 Equity Fund -8.61 INTL Aditya Birla Sun Life NASDAQ 100 FOF -26.86
FLX SBI Focused Equity Fund -8.49 INTL Kotak Nasdaq 100 FOF -26.84
ELSS Invesco India Tax Plan Fund -7.65 INTL Motilal Oswal Nasdaq 100 FOF -26.20
FLX Parag Parikh Flexi Cap Fund -7.23 INTL Motilal Oswal NASDAQ 100 ETF -25.84
FLX Mirae Asset Focused Fund -6.80 INTL ICICI Prudential NASDAQ 100 Index Fund -25.69
SC Aditya Birla Sun Life Small Cap Fund -6.46 IT Nippon India ETF Nifty IT -24.68
FLX PGIM India Flexi Cap Fund -6.42 IT SBI Nifty IT ETF -24.66
SC IDFC Emerging Businesses Fund -6.13 IT ICICI Prudential Nifty IT ETF -24.61
LC UTI Nifty200 Momentum 30 Index Fund -5.95 IT Aditya Birla Sun Life Nifty IT ETF -24.60
LC Axis Bluechip Fund -5.66 IT Axis NIFTY IT ETF -24.53
MC Aditya Birla Sun Life Mid Cap Fund -5.33 IT Kotak Nifty IT ETF -24.42

Data as on December 31, 2022

ELSS = Equity-Linked Savings Scheme; FLX = Flexi Cap; INTL = International; L&MC = Large & Mid Cap; LC = Large Cap; MC = Mid Cap; MLC = Multi Cap; BANK = Sectoral - Banking; INFRA = Sectoral -
Infrastructure; PHARMA = Sectoral - Pharma; IT = Sectoral - Technology; SC = Small Cap; THEMATIC = Thematic; CONSUMPTION = Thematic - Consumption; ENERGY = Thematic - Energy; MNC =
Thematic - MNC; PSU = Thematic - PSU; VAL = Value-Oriented. Mainstream equity funds include all Value Research equity fund categories except sectoral, thematic and international Funds. Speciality
equity funds comprise sectoral, thematic and international funds.

BEST FUNDS 2023 109

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 ;VW IV[[VTKLI[M\UKZI``LHYYL[\YUZ
Mainstream debt funds Speciality debt funds
Category Top 20 funds Return (%) Category Top 20 funds Return (%)
SD Bank of India Short Term Income Fund 26.94 CR Bank of India Credit Risk Fund 143.13
BK & PSU UTI Banking & PSU Debt Fund 10.32 MD Aditya Birla Sun Life Medium Term Fund 24.80
MM Nippon India Money Market Fund 4.99 DB UTI Dynamic Bond 10.07
MM UTI Money Market Fund 4.91 M to LD UTI Bond Fund 9.89
MM Kotak Money Market Fund 4.85 CR DSP Credit Risk Fund 9.25
MM Aditya Birla Sun Life Money Manager Fund 4.84 CR Aditya Birla Sun Life Credit Risk Fund 7.10
MM Tata Money Market Fund 4.79 DB Aditya Birla Sun Life Dynamic Bond Fund 5.96
MM Axis Money Market Fund 4.78 CR ICICI Prudential Credit Risk Fund 5.05
MM HDFC Money Market Fund 4.73 Floater Aditya Birla Sun Life Floating Rate Fund 4.81
MM ICICI Prudential Money Market Fund 4.73 Floater HDFC Floating Rate Debt Fund 4.59
SD ICICI Prudential Short Term Fund 4.66 CR Baroda BNP Paribas Credit Risk Fund 4.57
MM Sundaram Money Market Fund 4.63 DB ICICI Prudential All Seasons Bond Fund 4.55
TM BHARAT Bond FOF - April 2023 4.51 Floater Axis Floater Fund 4.55
LD ICICI Prudential Savings Fund 4.50 Floater Tata Floating Rate Fund 4.46
LD UTI Treasury Advantage Fund 4.48 DB Quantum Dynamic Bond Fund 4.43
CB ICICI Prudential Corporate Bond Fund 4.47 Floater SBI Floating Rate Debt Fund 4.32
MM Franklin India Savings Fund 4.41 Floater ICICI Prudential Floating Interest Fund 4.26
LD Axis Treasury Advantage Fund 4.38 CR SBI Credit Risk Fund 4.25
MM PGIM India Money Market Fund 4.38 GL SBI Magnum Gilt Fund 4.23
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MM Mirae Asset Money Market Fund 4.37 DB SBI Dynamic Bond Fund 4.19

Category Bottom 20 funds Return (%) Category Bottom 20 funds Return (%)
BK & PSU Invesco India Banking & PSU Debt Fund 0.71 Gilt 10Y CD DSP 10Y G-Sec Fund 0.13
CB Aditya Birla SL Retirement Fund-The 50s Plus - Debt Plan 1.01 DB Union Dynamic Bond 0.29
TM Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FoF 1.47 Gilt 10Y CD SBI Nifty 10 yr Benchmark G-Sec ETF 0.33
BK & PSU HSBC Banking and PSU Debt Fund 1.56 M to LD HSBC Medium to Long Duration Fund 0.52
CB Baroda BNP Paribas Corporate Bond Fund 1.60 M to LD IDFC Bond Fund Income Plan 0.61
BK & PSU Baroda BNP Paribas Banking & PSU Bond Fund 1.70 MD Sundaram Medium Term Bond Fund 0.66
TM IDFC CRISIL IBX Gilt June 2027 Index Fund 1.80 M to LD JM Medium to Long Duration Fund 0.68
TM ICICI Pru. Nifty PSU Bond Plus SDL Sep 2027 40:60 1.91 Gilt 10Y CD IDFC Government Securities Fund Constant Maturity Plan 0.71
TM Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF 1.99 GL Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt 0.83
TM IDFC CRISIL IBX Gilt April 2028 Index Fund 1.99 DB Mahindra Manulife Dynamic Bond Yojana 0.86
SD Indiabulls Short Term Fund 2.02 CR Kotak Credit Risk Fund 0.90
SD LIC MF Short Term Debt Fund 2.03 M to LD HDFC Income Fund 0.90
TM Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 2.05 GL LIC MF Nifty 8-13 yr G-Sec ETF 0.93
BK & PSU TRUSTMF Banking & PSU Debt Fund 2.07 DB IDFC Dynamic Bond Fund 0.99
TM Aditya Birla SL Nifty SDL Plus PSU Bond Sep 2026 60:40 2.07 MD IDFC Bond Fund Medium Term Plan 1.19
CB DSP Corporate Bond Fund 2.09 Gilt 10Y CD ICICI Prudential Constant Maturity Gilt Fund 1.23
TM BHARAT Bond ETF - April 2025 2.13 LONG D ICICI Prudential Long Term Bond Fund 1.26
CB HSBC Corporate Bond Fund 2.22 Gilt 10Y CD SBI Magnum Constant Maturity Fund 1.33
TM BHARAT Bond FOF - April 2025 2.24 GL IDFC GSF Investment Fund 1.35
CB Tata Corporate Bond Fund 2.25 DB Mirae Asset Dynamic Bond Fund 1.38

Data as on December 31, 2022

BK & PSU = Banking and PSU; CB = Corporate Bond; LD = Low Duration; MM = Money Market; SD = Short Duration; TM = Target Maturity; CR = Credit Risk; Dynamic = Dynamic Bond; GILT 10Y CD = Gilt
with 10-year Constant Duration; LONG D = Long Duration; MD = Medium Duration; M to LD = Medium to Long Duration. Mainstream debt funds comprise low-duration, money-market, short-duration,
target-maturity, corporate bond, banking and PSU debt funds. Speciality debt funds comprise medium-duration, medium to long duration, long-duration, dynamic bond, credit-risk, gilt, gilt with 10-year
constant duration and floater funds.

110 BEST FUNDS 2023

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 ;VW IV[[VTLX\P[`M\UKZI``LHYYL[\YUZ
Mainstream equity funds Speciality equity funds
Category Top 20 funds Return (% pa) Category Top 20 funds Return (% pa)
SC Quant Small Cap Fund 53.34 INFRA Quant Infrastructure Fund 40.07
ELSS Quant Tax Plan 38.14 THEMATIC ICICI Prudential Commodities Fund 39.41
SC Canara Robeco Small Cap Fund 37.28 IT ICICI Prudential Technology Fund 32.03
FLX Quant Flexi Cap Fund 37.26 IT Aditya Birla Sun Life Digital India Fund 28.55
SC Bank of India Small Cap Fund 36.78 IT SBI Technology Opportunities Fund 27.54
MC Quant Mid Cap Fund 35.75 IT Tata Digital India Fund 27.48
MLC Quant Active Fund 35.13 INFRA Bank of India Manufacturing & Infrastructure Fund 26.38
SC Nippon India Small Cap 33.90 Pharma DSP Healthcare Fund 26.23
MC PGIM India Midcap Opportunities Fund 33.70 INFRA ICICI Prudential Infrastructure Fund 26.05
SC Edelweiss Small Cap Fund 31.91 Energy Tata Resources & Energy Fund 24.76
SC Tata Small Cap Fund 31.42 Pharma Mirae Asset Healthcare Fund 24.75
SC Kotak Small Cap Fund 30.53 THEMATIC ICICI Prudential India Opportunities Fund 24.17
VAL SBI Contra Fund 30.21 THEMATIC ICICI Prudential Thematic Advantage Fund (FOF) 24.04
SC SBI Small Cap Fund 28.71 Cnsmption Nippon India Consumption Fund 23.45
SC DSP Small Cap Fund 28.56 INFRA Kotak Infrastructure and Economic Reform Fund 23.41
SC ICICI Prudential Smallcap Fund 27.85 Pharma SBI Healthcare Opportunities Fund 23.26
SC Union Small Cap Fund 27.84 Pharma Nippon India Pharma Fund 22.95
SC HDFC Small Cap Fund 27.49 INFRA Canara Robeco Infrastructure Fund 22.86
SC HSBC Small Cap Fund 27.43 Pharma ICICI Pru.Pharma Healthcare And Diagnostics (P.H.D) 22.85
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MC SBI Magnum Midcap Fund 26.96 DIV Y Templeton India Equity Income Fund 22.82

Category Bottom 20 funds Return (% pa) Category Bottom 20 funds Return (% pa)
FLX Motilal Oswal Flexi Cap Fund 7.26 INTL HSBC Brazil -13.61
MLC ITI Multi Cap Fund 7.74 INTL PGIM India Emerging Markets Equity Fund -8.69
FLX DSP Focus Fund 8.37 INTL Nippon India ETF Hang Seng BeES -4.63
ELSS Aditya Birla Sun Life Tax Relief 96 Fund 8.60 INTL Franklin India Feeder - Templeton European Opp. -3.45
FLX Axis Focused 25 8.66 INTL Edelweiss Emerging Markets Opp. Equity Offshore -1.62
FLX Aditya Birla Sun Life Bal Bhavishya Yojna 8.67 INTL Aditya Birla Sun Life Global Excellence Equity FoF -0.64
FLX LIC MF Flexi Cap Fund 8.92 INTL Nippon India Japan Equity Fund 0.42
FLX Aditya Birla Sun Life Retirement Fund - The 30s Plan 8.98 INTL Franklin Asian Equity Fund 0.44
LC DSP Top 100 Equity Fund 9.23 INTL HSBC Global Emerging Markets Fund 1.00
ELSS Axis Long Term Equity Fund 9.73 INTL ICICI Prudential Global Advantage Fund (FOF) 2.01
LC JM Focused Fund 9.81 INTL Kotak Global Emerging Market Fund 3.00
LC Indiabulls Bluechip 9.86 INTL HSBC Asia Pacific (Ex Japan) Dividend Yield Fund 3.14
FLX Nippon India Retirement Fund - Wealth Creation Scheme 10.54 INTL DSP World Gold Fund 3.37
ELSS Indiabulls Tax Savings Fund 10.58 INTL DSP World Agriculture 3.62
ELSS LIC MF Tax Plan Fund 10.60 INTL Edelweiss Greater China Equity Off-shore Fund 4.32
FLX Tata Retirement Savings Progressive 10.66 INTL Edelweiss ASEAN Equity Off Shore 4.47
FLX IDFC Focused Equity Fund 10.78 INTL DSP World Energy Fund 5.76
LC Axis Bluechip Fund 10.86 MNC Aditya Birla Sun Life MNC Fund 5.92
FLX Taurus Flexi Cap Fund 10.90 INTL Franklin India Feeder Franklin US Opportunities 6.04
ELSS ITI Long Term Equity Fund 10.92 INTL Invesco India - Invesco Pan European Equity FoF 6.35

Data as on December 31, 2022

ELSS = Equity-Linked Savings Scheme; FLX = Flexi Cap; INTL = International; L&MC = Large & Mid Cap; LC = Large Cap; MC = Mid Cap; MLC = Multi Cap; BANK = Sectoral - Banking; INFRA = Sectoral -
Infrastructure; PHARMA = Sectoral - Pharma; IT = Sectoral - Technology; SC = Small Cap; THEMATIC = Thematic; CONSUMPTION = Thematic - Consumption; ENERGY = Thematic - Energy; MNC =
Thematic - MNC; PSU = Thematic - PSU; VAL = Value-Oriented. Mainstream equity funds include all Value Research equity fund categories except sectoral, thematic and international Funds. Speciality
equity funds comprise sectoral, thematic and international funds.

BEST FUNDS 2023 111

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 ;VW IV[[VTKLI[M\UKZI``LHYYL[\YUZ
Mainstream debt funds Speciality debt funds
Category Top 20 funds Return (% pa) Category Top 20 funds Return (% pa)
LD JM Low Duration Fund 10.82 CR Bank of India Credit Risk Fund 13.90
SD Bank of India Short Term Income Fund 8.98 MD Aditya Birla Sun Life Medium Term Fund 13.06
SD IDBI Short Term Bond 8.23 DB UTI Dynamic Bond 8.89
SD Sundaram Short Duration Fund 7.74 CR Baroda BNP Paribas Credit Risk Fund 8.49
SD UTI Short-term Income Fund 7.51 CR Aditya Birla Sun Life Credit Risk Fund 7.60
BK & PSU UTI Banking & PSU Debt Fund 7.29 CR HDFC Credit Risk Debt Fund 7.16
TM BHARAT Bond ETF - April 2030 7.15 CR ICICI Prudential Credit Risk Fund 7.01
LD Sundaram Low Duration Fund 7.00 DB Aditya Birla Sun Life Dynamic Bond Fund 6.86
LD UTI Treasury Advantage Fund 6.89 DB ICICI Prudential All Seasons Bond Fund 6.81
CB Aditya Birla Sun Life Corporate Bond Fund 6.61 M to LD UTI Bond Fund 6.71
BK & PSU Edelweiss Banking and PSU Debt Fund 6.58 MD ICICI Prudential Medium Term Bond Fund 6.66
TM BHARAT Bond ETF - April 2023 6.48 GL Edelweiss Government Securities Fund 6.65
SD ICICI Prudential Short Term Fund 6.35 GL ICICI Prudential Gilt Fund 6.60
SD Aditya Birla Sun Life Short Term Fund 6.31 MD Axis Strategic Bond Fund 6.47
CB ICICI Prudential Corporate Bond Fund 6.30 MD SBI Magnum Medium Duration Fund 6.43
CB HDFC Corporate Bond Fund 6.26 CR SBI Credit Risk Fund 6.30
CB Axis Corporate Debt Fund 6.24 M to LD Aditya Birla Sun Life Income Fund 6.29
CB Nippon India Corporate Bond Fund 6.16 GL SBI Magnum Gilt Fund 6.24
SD HDFC Short Term Debt Fund 6.06 Floater Kotak Floating Rate Fund 6.24
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CB HSBC Corporate Bond Fund 6.03 Floater Nippon India Floating Rate Fund 6.21

Category Bottom 20 funds Return (% pa) Category Bottom 20 funds Return (% pa)
CB Aditya Birla SL Retirement Fund - The 50s Plus - Debt Plan 3.09 CR UTI Credit Risk Fund -3.05
LD PGIM India Low Duration Fund 3.19 MD Nippon India Strategic Debt Fund -2.87
SD Indiabulls Short Term Fund 3.61 MD UTI Medium Term Fund 2.84
MM Baroda BNP Paribas Money Market Fund 3.67 MD Sundaram Medium Term Bond Fund 2.86
MM IDFC Money Manager Fund 3.99 DB Mahindra Manulife Dynamic Bond Yojana 2.98
MM HSBC Money Market Fund 4.09 Gilt 10Y CD SBI Nifty 10 yr Benchmark G-Sec ETF 3.30
SD LIC MF Short Term Debt Fund 4.13 CR Nippon India Credit Risk Fund 3.53
MM Edelweiss Money Market Fund 4.24 GL Invesco India Gilt Fund 3.70
LD Mahindra Manulife Low Duration Fund 4.39 M to LD HSBC Medium to Long Duration Fund 3.74
MM Sundaram Money Market Fund 4.39 M to LD HDFC Income Fund 4.04
MM Invesco India Money Market Fund 4.40 Gilt 10Y CD DSP 10Y G-Sec Fund 4.06
MM DSP Savings Fund 4.42 M to LD JM Medium to Long Duration Fund 4.11
MM SBI Savings Fund 4.43 LONG D ICICI Prudential Long Term Bond Fund 4.12
BK & PSU Invesco India Banking & PSU Debt Fund 4.48 CR Kotak Credit Risk Fund 4.24
BK & PSU Sundaram Banking & PSU Debt Fund 4.50 DB Union Dynamic Bond 4.25
CB Baroda BNP Paribas Corporate Bond Fund 4.51 M to LD LIC MF Bond Fund 4.26
LD Canara Robeco Savings Fund 4.53 GL Tata GSF 4.26
LD Mirae Asset Savings Fund 4.56 MD Baroda BNP Paribas Medium Duration Fund 4.28
LD SBI Magnum Low Duration Fund 4.64 CR Invesco India Credit Risk Fund 4.30
MM Franklin India Savings Fund 4.66 GL Franklin India Government Securities Fund 4.35

Data as on December 31, 2022

BK & PSU = Banking and PSU; CB = Corporate Bond; LD = Low Duration; MM = Money Market; SD = Short Duration; TM = Target Maturity; CR = Credit Risk; Dynamic = Dynamic Bond; GILT 10Y CD = Gilt
with 10-year Constant Duration; LONG D = Long Duration; MD = Medium Duration; M to LD = Medium to Long Duration. Mainstream debt funds comprise low-duration, money-market, short-duration,
target-maturity, corporate bond, banking and PSU debt funds. Speciality debt funds comprise medium-duration, medium to long duration, long-duration, dynamic bond, credit-risk, gilt, gilt with 10-year
constant duration and floater funds.

112 BEST FUNDS 2023

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 ;VW IV[[VTLX\P[`M\UKZI``LHYYL[\YUZ
Mainstream equity funds Speciality equity funds
Category Top 20 funds Return (% pa) Category Top 20 funds Return (% pa)
SC Quant Small Cap Fund 23.11 IT ICICI Prudential Technology Fund 22.89
ELSS Quant Tax Plan 21.02 IT Tata Digital India Fund 22.68
MLC Quant Active Fund 20.40 IT SBI Technology Opportunities Fund 22.21
MC Quant Mid Cap Fund 19.08 IT Aditya Birla Sun Life Digital India Fund 21.87
FLX Quant Flexi Cap Fund 17.64 INFRA Quant Infrastructure Fund 19.45
SC Axis Small Cap Fund 16.63 INTL Motilal Oswal NASDAQ 100 ETF 16.88
VAL Nippon India ETF Nifty 50 Value 20 15.78 IT Franklin India Technology Fund 16.31
MC PGIM India Midcap Opportunities Fund 15.72 THEMATIC ICICI Prudential Thematic Advantage Fund (FOF) 14.61
VAL Kotak Nifty 50 Value 20 ETF 15.60 INTL DSP World Mining Fund 14.45
VAL ICICI Prudential Nifty50 Value 20 ETF 15.57 Pharma Nippon India Pharma Fund 14.37
FLX Parag Parikh Flexi Cap Fund 15.25 Cnsuption Canara Robeco Consumer Trends Fund 13.88
FLX IIFL Focused Equity Fund 14.69 INTL ICICI Prudential US Bluechip Equity 13.73
ELSS Canara Robeco Equity Tax Saver Fund 14.32 Pharma Tata India Pharma & HealthCare Fund 13.07
SC Nippon India Small Cap 14.27 Cnsuption Nippon India Consumption Fund 12.56
SC Kotak Small Cap Fund 14.06 INTL DSP US Flexible Equity 12.53
MC Axis Midcap 14.02 Energy Tata Resources & Energy Fund 12.45
LC LIC MF S&P BSE Sensex ETF 13.52 DIV Y Templeton India Equity Income Fund 12.25
LC HDFC S&P BSE Sensex ETF 13.52 INFRA ICICI Prudential Infrastructure Fund 12.05
LC SBI S&P BSE Sensex ETF 13.52 BANK SBI Banking & Financial Services Fund 12.01
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LC ICICI Prudential S&P BSE Sensex ETF 13.51 Cnsuption Aditya Birla Sun Life India GenNext Fund 11.98

Category Bottom 20 funds Return (% pa) Category Bottom 20 funds Return (% pa)
VAL Aditya Birla Sun Life Pure Value Fund 1.91 INTL PGIM India Emerging Markets Equity Fund -3.68
SC Aditya Birla Sun Life Small Cap Fund 3.02 INTL HSBC Brazil -2.76
ELSS Nippon India Tax Saver (ELSS) Fund 3.34 INTL Franklin India Feeder - Templeton European Opp. -2.16
VAL Indiabulls Value Fund 4.02 INTL Nippon India ETF Hang Seng BeES -0.84
FLX Motilal Oswal Flexi Cap Fund 4.17 INFRA HDFC Infrastructure Fund 1.61
ELSS Aditya Birla Sun Life Tax Relief 96 Fund 4.98 INTL Edelweiss Emerging Markets Opp. Equity Offshore Fund 2.02
L&MC ICICI Prudential S&P BSE Midcap Select ETF 5.07 INTL Franklin Asian Equity Fund 2.32
FLX IDFC Focused Equity Fund 5.26 INTL Kotak Global Emerging Market Fund 2.57
FLX Taurus Flexi Cap Fund 5.40 INTL HSBC Global Emerging Markets Fund 2.68
FLX Nippon India Retirement Fund - Wealth Creation Scheme 5.49 BANK Kotak Nifty PSU Bank ETF 2.93
MC Aditya Birla Sun Life Mid Cap Fund 5.85 BANK Nippon India ETF Nifty PSU Bank BeES 3.05
L&MC Aditya Birla Sun Life Equity Advantage Fund 5.98 THEMATIC UTI Transportation and Logistics Fund 3.06
LC IDBI Nifty Junior Index 6.14 INTL Aditya Birla Sun Life Global Excellence Equity FoF 3.46
MC IDBI Midcap Fund 6.27 MNC Aditya Birla Sun Life MNC Fund 3.49
FLX LIC MF Flexi Cap Fund 6.28 INTL Nippon India Japan Equity Fund 3.71
LC ICICI Prudential Nifty Next 50 Index Fund 6.32 INTL DSP World Agriculture 3.96
ELSS Indiabulls Tax Savings Fund 6.36 INTL DSP World Energy Fund 4.40
L&MC Nippon India Vision Fund 6.36 PSU SBI PSU 4.42
MC Sundaram Mid Cap Fund 6.49 INFRA IDFC Infrastructure 4.56
SC Sundaram Small Cap Fund 6.51 INTL Edelweiss ASEAN Equity Off Shore 4.57

Data as on December 31, 2022

ELSS = Equity-Linked Savings Scheme; FLX = Flexi Cap; INTL = International; L&MC = Large & Mid Cap; LC = Large Cap; MC = Mid Cap; MLC = Multi Cap; BANK = Sectoral - Banking; INFRA = Sectoral -
Infrastructure; PHARMA = Sectoral - Pharma; IT = Sectoral - Technology; SC = Small Cap; THEMATIC = Thematic; CONSUMPTION = Thematic - Consumption; ENERGY = Thematic - Energy; MNC =
Thematic - MNC; PSU = Thematic - PSU; VAL = Value-Oriented. Mainstream equity funds include all Value Research equity fund categories except sectoral, thematic and international Funds. Speciality
equity funds comprise sectoral, thematic and international funds.

BEST FUNDS 2023 113

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Mainstream debt funds Speciality debt funds
Category Top 20 funds Return (% pa) Category Top 20 funds Return (% pa)
BK & PSU Edelweiss Banking and PSU Debt Fund 7.67 Gilt 10Y CD IDFC Government Securities Fund Constant Maturity Plan 8.16
CB HSBC Corporate Bond Fund 7.30 Gilt 10Y CD ICICI Prudential Constant Maturity Gilt Fund 7.89
CB Aditya Birla Sun Life Corporate Bond Fund 7.27 MD Aditya Birla Sun Life Medium Term Fund 7.84
BK & PSU IDFC Banking & PSU Debt Fund 7.24 GL DSP Government Securities Fund 7.66
CB HDFC Corporate Bond Fund 7.10 GL IDFC GSF Investment Fund 7.49
BK & PSU Kotak Banking and PSU Debt Fund 7.06 GL Edelweiss Government Securities Fund 7.47
CB ICICI Prudential Corporate Bond Fund 7.03 GL ICICI Prudential Gilt Fund 7.46
SD HDFC Short Term Debt Fund 6.97 CR ICICI Prudential Credit Risk Fund 7.41
BK & PSU Axis Banking & PSU Debt Fund 6.92 GL SBI Magnum Gilt Fund 7.35
BK & PSU Nippon India Banking & PSU Debt Fund 6.92 DB ICICI Prudential All Seasons Bond Fund 7.35
SD ICICI Prudential Short Term Fund 6.90 Gilt 10Y CD SBI Magnum Constant Maturity Fund 7.32
BK & PSU Aditya Birla Sun Life Banking & PSU Debt Fund 6.88 MD SBI Magnum Medium Duration Fund 7.29
CB Kotak Corporate Bond Fund 6.79 CR HDFC Credit Risk Debt Fund 7.08
CB Sundaram Corporate Bond Fund 6.79 DB Kotak Dynamic Bond Fund 7.08
BK & PSU Franklin India Banking & PSU Debt Fund 6.78 DB Axis Dynamic Bond 7.02
SD Aditya Birla Sun Life Short Term Fund 6.78 GL Nippon India Gilt Securities Fund 7.00
BK & PSU ICICI Prudential Banking & PSU Debt 6.68 GL Aditya Birla Sun Life Government Securities Fund 6.96
SD IDFC All Seasons Bond Fund 6.68 GL Kotak Gilt Investment Fund 6.92
BK & PSU HDFC Banking and PSU Debt Fund 6.67 GL Axis Gilt Fund 6.92
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SD Axis Short Term 6.64 M to LD SBI Magnum Income Fund 6.87

Category Bottom 20 funds Return (% pa) Category Bottom 20 funds Return (% pa)
LD PGIM India Low Duration Fund 1.29 CR Bank of India Credit Risk Fund -4.19
SD Bank of India Short Term Income Fund 3.52 CR UTI Credit Risk Fund -1.76
SD PGIM India Short Duration Fund 3.76 MD Nippon India Strategic Debt Fund -1.51
CB Baroda BNP Paribas Corporate Bond Fund 3.91 M to LD JM Medium to Long Duration Fund 1.89
MM Tata Money Market Fund 4.58 CR Invesco India Credit Risk Fund 2.43
SD Indiabulls Short Term Fund 4.63 MD Baroda BNP Paribas Medium Duration Fund 2.85
LD UTI Treasury Advantage Fund 4.64 CR IDBI Credit Risk Fund 2.98
LD Sundaram Low Duration Fund 4.72 M to LD UTI Bond Fund 3.54
SD Tata Short-term Bond Fund 4.73 CR DSP Credit Risk Fund 3.67
SD UTI Short-term Income Fund 4.82 CR Nippon India Credit Risk Fund 3.70
LD Tata Treasury Advantage Fund 4.94 MD UTI Medium Term Fund 4.00
MM IDFC Money Manager Fund 4.96 MD Sundaram Medium Term Bond Fund 4.27
LD LIC MF Savings Fund 5.03 CR HSBC Credit Risk Fund 4.32
LD JM Low Duration Fund 5.07 MD DSP Bond Fund 4.55
SD Sundaram Short Duration Fund 5.08 M to LD HDFC Income Fund 4.86
LD HSBC Low Duration Fund 5.18 DB HDFC Dynamic Debt Fund 5.02
LD Mirae Asset Savings Fund 5.20 DB Aditya Birla Sun Life Dynamic Bond Fund 5.03
BK & PSU UTI Banking & PSU Debt Fund 5.47 GL Franklin India Government Securities Fund 5.05
LD Mahindra Manulife Low Duration Fund 5.51 DB Baroda BNP Paribas Dynamic Bond Fund 5.05
MM Invesco India Money Market Fund 5.53 Gilt 10Y CD SBI Nifty 10 yr Benchmark G-Sec ETF 5.09

Data as on December 31, 2022

BK & PSU = Banking and PSU; CB = Corporate Bond; LD = Low Duration; MM = Money Market; SD = Short Duration; TM = Target Maturity; CR = Credit Risk; Dynamic = Dynamic Bond; GILT 10Y CD = Gilt
with 10-year Constant Duration; LONG D = Long Duration; MD = Medium Duration; M to LD = Medium to Long Duration. Mainstream debt funds comprise low-duration, money-market, short-duration,
target-maturity, corporate bond, banking and PSU debt funds. Speciality debt funds comprise medium-duration, medium to long duration, long-duration, dynamic bond, credit-risk, gilt, gilt with 10-year
constant duration and floater funds.

114 BEST FUNDS 2023

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Mainstream equity funds Speciality equity funds
Category Top 20 funds Return (% pa) Category Top 20 funds Return (% pa)
SC SBI Small Cap Fund 24.58 IT ICICI Prudential Technology Fund 21.29
SC Nippon India Small Cap 23.91 IT Aditya Birla Sun Life Digital India Fund 20.45
L&MC Mirae Asset Emerging Bluechip 21.41 INTL Motilal Oswal NASDAQ 100 ETF 20.04
ELSS Quant Tax Plan 20.70 IT SBI Technology Opportunities Fund 19.80
SC DSP Small Cap Fund 20.53 INFRA Franklin Build India Fund 18.10
MLC Quant Active Fund 20.35 THEMATIC ICICI Prudential Exports and Services Fund 17.98
L&MC Canara Robeco Emerging Equities Fund 19.41 INFRA Quant Infrastructure Fund 16.75
MC Edelweiss Mid Cap Fund 19.14 IT Franklin India Technology Fund 16.45
SC Franklin India Smaller Companies Fund 18.83 THEMATIC UTI Transportation and Logistics Fund 16.41
FLX Quant Flexi Cap Fund 18.72 Cnsmption Aditya Birla Sun Life India GenNext Fund 16.20
MC Kotak Emerging Equity Fund 18.62 Cnsmption Mirae Asset Great Consumer Fund 15.97
MC HDFC Mid-Cap Opportunities Fund 18.58 Cnumption Canara Robeco Consumer Trends Fund 15.81
L&MC Quant Large and Mid Cap Fund 18.38 Energy DSP Natural Resources and New Energy Fund 15.72
SC Kotak Small Cap Fund 18.32 INFRA Invesco India Infrastructure Fund 15.48
MC SBI Magnum Midcap Fund 18.10 INFRA Kotak Infrastructure and Economic Reform Fund 15.37
MC UTI Mid Cap Fund 17.99 MNC SBI Magnum Global Fund 15.19
MC Invesco India Mid Cap Fund 17.77 Cnumption SBI Consumption Opportunities Fund 15.08
SC HDFC Small Cap Fund 17.61 Pharma Nippon India Pharma Fund 15.05
MC Tata Midcap Growth Fund 17.57 INTL ICICI Prudential US Bluechip Equity 14.90
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VAL HSBC Value Fund 17.50 BANK ICICI Prudential Banking and Financial Services Fund 14.84

Category Bottom 20 funds Return (% pa) Category Bottom 20 funds Return (% pa)
FLX LIC MF Flexi Cap Fund 9.19 INTL HSBC Brazil -4.10
FLX Taurus Flexi Cap Fund 9.24 INTL DSP World Gold Fund -1.01
LC Taurus Largecap Equity Fund 9.37 INTL PGIM India Emerging Markets Equity Fund 1.23
FLX IDFC Focused Equity Fund 10.15 BANK Kotak Nifty PSU Bank ETF 2.09
LC DSP Top 100 Equity Fund 10.24 BANK Nippon India ETF Nifty PSU Bank BeES 2.18
LC Sundaram Nifty 100 Equal Weight Fund 10.36 INTL Aditya Birla Sun Life Global Emerging Opportunities Fund 3.46
LC Indiabulls Bluechip 10.91 INTL HSBC Global Emerging Markets Fund 3.86
LC JM Large Cap Fund 11.08 INTL DSP World Energy Fund 3.87
FLX Tata Young Citizens Fund 11.08 INTL DSP World Mining Fund 4.45
LC IDFC Large Cap Fund 11.19 INTL Kotak Global Emerging Market Fund 4.58
FLX ICICI Prudential Passive Strategy Fund (FOF) 11.27 INTL DSP World Agriculture 4.81
LC Franklin India Bluechip Fund 11.36 INTL Nippon India ETF Hang Seng BeES 5.11
FLX DSP Focus Fund 11.50 INTL Sundaram Global Brand Fund 5.43
LC IDBI Nifty Index 11.57 INTL PGIM India Global Equity Opportunities Fund 5.85
L&MC HDFC Large and Mid Cap Fund 11.66 INTL Edelweiss ASEAN Equity Off Shore 5.89
LC HSBC Large Cap Fund 11.72 INTL Franklin Asian Equity Fund 6.66
LC LIC MF Nifty 50 Index Fund 11.74 PSU SBI PSU 6.76
LC LIC MF Large Cap Fund 11.78 INTL Aditya Birla SL Commodity Equities - Global Agri Fund 7.54
ELSS Taurus Tax Shield Fund 11.95 INFRA Nippon India ETF Nifty Infrastructure BeES 7.79
LC Nippon India Index Nifty 50 11.95 INFRA HDFC Infrastructure Fund 8.24

Data as on December 31, 2022

ELSS = Equity-Linked Savings Scheme; FLX = Flexi Cap; INTL = International; L&MC = Large & Mid Cap; LC = Large Cap; MC = Mid Cap; MLC = Multi Cap; BANK = Sectoral - Banking; INFRA = Sectoral -
Infrastructure; PHARMA = Sectoral - Pharma; IT = Sectoral - Technology; SC = Small Cap; THEMATIC = Thematic; CONSUMPTION = Thematic - Consumption; ENERGY = Thematic - Energy; MNC =
Thematic - MNC; PSU = Thematic - PSU; VAL = Value-Oriented. Mainstream equity funds include all Value Research equity fund categories except sectoral, thematic and international Funds. Speciality
equity funds comprise sectoral, thematic and international funds.

BEST FUNDS 2023 115

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Mainstream debt funds Speciality debt funds
Category Top 20 funds Return (% pa) Category Top 20 funds Return (% pa)
BK & PSU Aditya Birla Sun Life Banking & PSU Debt Fund 8.28 DB ICICI Prudential All Seasons Bond Fund 9.26
CB Aditya Birla Sun Life Corporate Bond Fund 8.12 GL SBI Magnum Gilt Fund 8.96
SD Aditya Birla Sun Life Short Term Fund 8.05 Gilt 10Y CD IDFC Government Securities Fund Constant Maturity Plan 8.92
CB HDFC Corporate Bond Fund 7.97 MD Aditya Birla Sun Life Medium Term Fund 8.87
BK & PSU ICICI Prudential Banking & PSU Debt 7.95 Gilt 10Y CD SBI Magnum Constant Maturity Fund 8.59
BK & PSU Kotak Banking and PSU Debt Fund 7.93 MD SBI Magnum Medium Duration Fund 8.48
SD ICICI Prudential Short Term Fund 7.82 GL Aditya Birla Sun Life Government Securities Fund 8.39
SD HDFC Short Term Debt Fund 7.81 GL IDFC GSF Investment Fund 8.27
CB Franklin India Corporate Debt Fund 7.79 GL Nippon India Gilt Securities Fund 8.25
CB ICICI Prudential Corporate Bond Fund 7.79 GL UTI Gilt Fund 8.19
LD ICICI Prudential Savings Fund 7.68 DB Kotak Dynamic Bond Fund 8.09
BK & PSU Axis Banking & PSU Debt Fund 7.66 CR ICICI Prudential Credit Risk Fund 8.08
CB Kotak Corporate Bond Fund 7.65 GL ICICI Prudential Gilt Fund 8.00
CB Nippon India Corporate Bond Fund 7.52 CR SBI Credit Risk Fund 7.92
SD IDFC All Seasons Bond Fund 7.49 M to LD ICICI Prudential Debt Management Fund (FOF) 7.88
BK & PSU SBI Banking and PSU Fund 7.44 MD Axis Strategic Bond Fund 7.83
SD Axis Short Term 7.42 MD ICICI Prudential Medium Term Bond Fund 7.75
SD Nippon India Short-term Fund 7.41 GL HSBC Gilt Fund 7.75
CB Sundaram Corporate Bond Fund 7.38 Floater Aditya Birla Sun Life Floating Rate Fund 7.74
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LD IDFC Low Duration Fund 7.31 DB Axis Dynamic Bond 7.72

Category Bottom 20 funds Return (% pa) Category Bottom 20 funds Return (% pa)
LD PGIM India Low Duration Fund 4.96 UTI Credit Risk Fund 3.50
SD Bank of India Short Term Income Fund 5.89 JM Medium to Long Duration Fund 4.22
LD Mirae Asset Savings Fund 6.16 Franklin India Floating Rate Fund 5.98
CB Baroda BNP Paribas Corporate Bond Fund 6.18 Sundaram Medium Term Bond Fund 6.00
SD PGIM India Short Duration Fund 6.24 UTI Bond Fund 6.02
MM Tata Money Market Fund 6.35 HSBC Medium to Long Duration Fund 6.04
SD Canara Robeco Short Duration Fund 6.42 Union Dynamic Bond 6.06
MM IDFC Money Manager Fund 6.43 HDFC Income Fund 6.23
LD LIC MF Savings Fund 6.44 Nippon India Credit Risk Fund 6.29
LD Sundaram Low Duration Fund 6.49 DSP Bond Fund 6.34
BK & PSU Invesco India Banking & PSU Debt Fund 6.51 LIC MF Bond Fund 6.35
CB PGIM India Corporate Bond Fund 6.57 DSP Credit Risk Fund 6.35
SD Tata Short-term Bond Fund 6.61 Franklin India Government Securities Fund 6.42
SD Sundaram Short Duration Fund 6.62 HSBC Credit Risk Fund 6.52
MM DSP Savings Fund 6.64 Invesco India Gilt Fund 6.54
LD UTI Treasury Advantage Fund 6.66 LIC MF GSF Fund 6.71
SD Invesco India Short Term Fund 6.66 Kotak Bond Fund 6.76
MM Edelweiss Money Market Fund 6.67 Baroda BNP Paribas Gilt Fund 6.81
BK & PSU LIC MF Banking & PSU Debt Fund 6.69 HDFC Dynamic Debt Fund 6.87
LD JM Low Duration Fund 6.70 IDFC Bond Fund Medium Term Plan 6.89

Data as on December 31, 2022

BK & PSU = Banking and PSU; CB = Corporate Bond; LD = Low Duration; MM = Money Market; SD = Short Duration; TM = Target Maturity; CR = Credit Risk; Dynamic = Dynamic Bond; GILT 10Y CD = Gilt
with 10-year Constant Duration; LONG D = Long Duration; MD = Medium Duration; M to LD = Medium to Long Duration. Mainstream debt funds comprise low-duration, money-market, short-duration,
target-maturity, corporate bond, banking and PSU debt funds. Speciality debt funds comprise medium-duration, medium to long duration, long-duration, dynamic bond, credit-risk, gilt, gilt with 10-year
constant duration and floater funds.

116 BEST FUNDS 2023

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 *H[LNVY`WLYMVYTHUJLZ\TTHY`
Figures in % except for no. of funds
2022 Category average
No. of No. of No. of No. of
Category Jan–Mar Apr–Jun Jul–Sep Oct–Dec 2022 funds 3-yr funds 5-yr funds 10-yr funds
Equity: Large Cap -0.46 -9.69 10.70 3.93 3.61 123 14.70 101 11.00 83 12.56 56
Equity: Large & MidCap -2.27 -9.68 12.23 2.62 1.54 28 17.36 25 9.77 19 14.92 16
Equity: Flexi Cap -2.45 -9.77 11.08 2.76 0.61 63 14.96 49 9.75 36 13.48 26
Equity: Mid Cap -2.87 -9.53 15.27 1.09 2.64 32 22.41 26 10.18 21 16.84 18
Equity: Small Cap -3.87 -11.02 14.50 1.11 -0.04 27 29.80 20 10.86 13 18.39 7
Equity: Value Oriented -0.64 -9.18 10.38 6.94 5.49 26 19.21 20 10.57 17 14.86 13
Equity: Multi Cap -1.18 -9.84 13.34 2.88 4.02 13 - - - - - -
Equity: ELSS -1.80 -9.69 11.02 3.64 2.13 35 16.04 35 9.74 32 14.22 25
Equity: Sectoral-Banking 1.44 -8.46 16.08 11.81 21.28 31 10.27 23 8.80 17 10.34 10
Equity: Sectoral-Infrastructure -1.35 -7.32 14.75 4.24 9.42 20 21.56 20 8.61 20 12.90 19
Equity: Sectoral-Pharma -6.18 -10.37 8.01 -0.60 -9.68 15 21.75 9 12.17 4 13.69 3
Equity: Sectoral-Technology -6.20 -21.30 -0.59 5.14 -23.04 11 26.96 5 21.19 5 19.50 4
Equity: Thematic -1.49 -7.48 11.30 2.20 3.45 38 18.50 23 8.59 13 13.70 9
Equity: Thematic-Dividend Yield -0.84 -9.05 8.66 4.93 2.80 8 19.02 6 9.92 5 12.34 4
Equity: Thematic-MNC -5.19 -5.97 10.67 -1.39 -3.10 4 13.92 4 6.06 3 14.13 3
Equity: Thematic-Energy 7.27 -18.51 8.91 11.01 5.60 2 22.62 2 10.77 2 15.72 1
Equity: Thematic-PSU 7.78 -6.63 12.04 11.21 26.51 4 17.18 3 6.01 3 9.23 2
Equity: Thematic-Consumption -2.20 -3.83 17.19 -2.74 7.28 14 16.77 11 10.47 9 14.32 7
Equity: International -4.75 -13.33 -4.94 8.80 -14.60 62 5.70 33 6.69 31 7.43 19
Equity: Thematic-ESG -2.73 -12.09
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14.64 2 11.36 1 13.10 1
Hybrid: Aggressive Hybrid -1.40 -7.64 8.60 2.89 1.89 45 13.15 42 9.07 30 12.49 21
Hybrid: Balanced Hybrid -0.43 -4.17 5.52 1.98 2.81 4 9.20 4 6.31 4 9.18 4
Hybrid: Conservative Hybrid 0.79 -2.61 3.46 1.93 3.53 31 7.40 28 6.06 25 8.21 22
Hybrid: Equity Savings 0.15 -2.93 3.91 2.09 3.13 22 8.12 22 6.39 14 7.05 1
Hybrid: Arbitrage 0.79 0.96 0.80 1.31 3.91 25 3.79 23 4.62 17 6.07 10
Hybrid: Dynamic Asset Allocation -0.36 -4.87 6.49 2.48 3.44 27 10.57 22 7.37 14 10.38 6
Hybrid: Multi Asset Allocation 0.62 -5.51 5.84 4.15 5.00 22 13.09 12 7.64 8 8.99 6
Debt: Long Duration -0.22 -2.77 2.80 2.07 1.83 2 4.76 2 6.20 1 7.27 1
Debt: Medium to Long Duration 0.21 -1.02 1.79 1.63 2.66 13 5.08 13 5.54 13 6.70 13
Debt: Medium Duration 0.94 -1.20 2.45 1.64 3.92 16 5.15 14 5.67 12 7.31 7
Debt: Short Duration 1.41 -0.49 1.25 1.79 4.10 25 5.71 23 5.80 20 7.11 19
Debt: Low Duration 0.94 0.35 1.26 1.47 4.08 21 5.30 21 5.44 21 6.82 18
Debt: Ultra Short Duration 0.89 0.66 1.16 1.48 4.28 25 4.37 22 5.06 12 6.82 11
Debt: Liquid 0.86 0.97 1.25 1.56 4.72 39 4.05 28 5.17 27 6.64 26
Debt: Money Market 0.96 0.66 1.18 1.55 4.42 20 4.59 16 5.73 12 6.97 12
Debt: Overnight 0.81 0.98 1.26 1.48 4.61 27 3.67 24 4.52 2 5.94 2
Debt: Dynamic Bond 0.40 -0.56 1.61 1.60 3.07 24 5.46 21 6.05 19 7.37 16
Debt: Corporate Bond 0.86 -0.83 1.34 1.59 3.00 21 5.56 19 6.46 14 7.23 9
Debt: Credit Risk 10.52 -0.53 1.60 1.56 13.43 15 5.71 15 4.12 15 6.33 6
Debt: Banking and PSU 0.82 -0.39 1.30 1.54 3.30 22 5.60 18 6.61 16 7.42 5
Debt: Floater 0.87 0.11 1.56 1.49 4.08 12 5.59 7 6.40 5 7.26 5
Debt: Fixed Maturity 0.79 1.08 1.24 1.54 4.81 12 3.89 12 4.96 12 6.51 12
Debt: Gilt 0.08 -1.20 1.68 1.60 2.15 27 5.13 24 6.50 24 7.50 21
Debt: Gilt with 10 year Constant Duration -0.73 -2.42 1.85 2.11 0.75 5 4.64 5 6.84 5 8.76 2
Debt: Target Maturity 0.93 -2.02 1.71 1.96 2.67 20 6.81 2 - - - -
Commodities: Gold 6.96 -1.61 -1.25 9.28 13.31 21 10.88 21 12.31 21 4.72 21
Commodities: Silver - -12.13 -4.57 23.04 - - - - - - - -
Data as on December 31, 2022

BEST FUNDS 2023 117

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 *H[LNVY`WLYMVYTHUJLOLH[THW
One-year performance in %

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Dynamic
International Small Cap Small Cap Small Cap Gold Funds International Small Cap Small Cap Credit Risk
Bond
15.01 87.19 10.32 13.09 54.80 6.89 25.90 30.48 63.15 13.43

Short Short
Mid Cap Credit Risk International Mid Cap Gold Funds Gold Funds Mid Cap Gold Funds
Duration Duration
8.16 72.89 9.23 11.41 43.14 6.04 22.66 26.38 44.99 13.31

Value Large & Corporate Large & Value

Credit Risk Mid Cap Gold Funds Large Cap Mid Cap
Oriented MidCap Bond MidCap Oriented
7.59 60.17 8.57 10.87 40.16 5.77 10.70 24.33 37.25 5.49

Large & Corporate Corporate Dynamic Value Short

Large Cap ELSS Flexi Cap International
MidCap Bond Bond Bond Oriented Duration
6.91 54.99 7.77 10.24 38.18 5.51 9.74 19.04 36.21 4.10

Dynamic
Short Value Value
Asset Flexi Cap Credit Risk Credit Risk ELSS Flexi Cap Large Cap
Duration Oriented Oriented
Allocation 51.88 10.22 5.07 8.18 32.08 3.61
6.39 7.73 38.10 17.75

Dynamic Dynamic
Large & Dynamic Short Corporate Large &
ELSS Flexi Cap Asset ELSS Asset
MidCap Bond Duration Bond MidCap
50.50 36.76 Allocation 32.03 Allocation
6.32 6.57 9.18 1.61 8.11 16.67 3.44

Corporate Aggressive Large & Aggressive Aggressive Aggressive Dynamic

Bond This Hybrid
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Hybrid Hybrid Bond
6.25 39.66 4.01 6.68 31.01 0.72 8.06 16.16 26.10 3.07

Dynamic Dynamic
Aggressive Aggressive Large & Corporate
ELSS Large Cap Asset Asset Flexi Cap Large Cap
Hybrid Hybrid MidCap Bond
6.24 36.19 Allocation Allocation 15.43 25.20
3.93 6.46 26.20 -2.87 7.91 3.00

Dynamic Dynamic Dynamic

Aggressive Large & Dynamic
Asset Flexi Cap Asset Flexi Cap Large Cap Asset Mid Cap
Hybrid MidCap Bond
Allocation 3.23 Allocation -5.21 14.99 Allocation 2.64
6.00 28.73 6.18 18.61 7.35 15.35
Dynamic
Dynamic Dynamic Value Value Aggressive
ELSS International Asset International ELSS
Bond Bond Oriented Oriented Hybrid
2.99 15.90 Allocation 11.74 2.13
5.49 13.63 5.76 -5.29 7.19 14.22

Dynamic
Value Aggressive Short Aggressive
Credit Risk Small Cap Credit Risk International Asset Credit Risk
Oriented Hybrid Duration Hybrid
11.23 5.61 7.17 -5.63 Allocation 8.72
4.11 2.97 4.72 13.01 1.89

Corporate Value Corporate Value Corporate Short Large &

Mid Cap Mid Cap ELSS
Bond Oriented Bond Oriented Bond Duration MidCap
3.97 10.84 2.33 4.78 5.50 -6.35 3.29 9.93 4.35 1.54

Short Short Large & Dynamic Dynamic

Flexi Cap Large Cap ELSS Mid Cap Flexi Cap
Duration Duration MidCap Bond Bond
3.95 10.20 -1.06 4.56 5.39 -7.92 2.76 9.72 3.50 0.61

Dynamic Short Corporate

Small Cap International International Flexi Cap Mid Cap Credit Risk Small Cap
Bond Duration Bond
3.66 3.02 -6.10 4.06 3.34
-12.16 0.40
8.98 3.45 -0.04

Gold Funds Gold Funds Gold Funds Large Cap Gold Funds Small Cap Small Cap Credit Risk Gold Funds International
-11.02 -3.92 -8.34 3.71 2.34 -18.63 -1.47 0.25 -4.80 -14.60

15 key categories considered Data as on 31st December of every year and for open-end regular plans

118 BEST FUNDS 2023

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 *H[LNVY`WLYMVYTHUJLOLH[THW
Three-year performance in % pa

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Short
Small Cap Small Cap Small Cap Small Cap Large Cap Large Cap Gold Funds Small Cap Small Cap
Duration
9.09 39.07 28.08 30.02 21.29 11.21 14.03 18.29 27.67 29.80

Large &
Credit Risk Mid Cap Mid Cap Mid Cap Mid Cap Flexi Cap International Mid Cap Mid Cap
MidCap
8.59 37.57 25.47 25.16 17.67 10.93 12.20 11.84 22.44 22.41

Dynamic Value Value Value Large & Large & Value

ELSS ELSS Large Cap
Bond Oriented Oriented Oriented MidCap MidCap Oriented
8.31 31.07 19.36 20.01 15.12 10.58 11.78 9.05 19.62 19.21

Corporate Large & Large & Large & Value Value Large & Corporate Large &
International
Bond MidCap MidCap MidCap Oriented Oriented MidCap Bond MidCap
8.04 29.47 19.23 19.15 14.93 10.35 11.58 7.94 19.33 17.36

Dynamic
Gold Funds ELSS ELSS ELSS ELSS Flexi Cap International Flexi Cap ELSS
Bond
7.76 27.90 17.99 17.30 14.04 10.30 10.37 7.68 18.67 16.04

Short
International Flexi Cap Flexi Cap Flexi Cap Flexi Cap Mid Cap Gold Funds ELSS Flexi Cap
Duration
6.10 27.81 17.10 16.98 13.30 9.61 10.29 6.63 18.37 14.96

Dynamic
Aggressive Aggressive Aggressive Aggressive Aggressive Aggressive Value
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Flexi Cap Large Cap
Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Oriented
Allocation 6.29 14.70
4.28 24.28 15.82 15.75 11.51 9.52 9.49 17.45

Dynamic Dynamic
Aggressive Aggressive
Large Cap Large Cap Asset Large Cap Small Cap Mid Cap Asset Large Cap
Hybrid Hybrid
23.44 12.95 Allocation 10.28 9.30 9.01 Allocation 17.15
4.21 12.37 6.29 13.15

Dynamic Dynamic Dynamic Dynamic

Value Aggressive Aggressive
Mid Cap Asset Asset Large Cap Asset Asset Gold Funds
Oriented Hybrid Hybrid
3.92 Allocation Allocation 11.74 Allocation Allocation 10.88
18.62 12.62 9.49 8.37 8.83 6.04 15.53

Dynamic Dynamic
Large & Dynamic Dynamic
Credit Risk Credit Risk Credit Risk Asset ELSS Gold Funds Asset
MidCap Bond Bond
9.31 8.70 7.43 Allocation 5.43 13.84 Allocation
2.65 10.02 11.01 8.36 10.57
Dynamic
Value Short Corporate Dynamic Large & Short
Credit Risk Credit Risk Small Cap Asset
Oriented Duration Bond Bond MidCap Duration
9.57 10.11 7.02 Allocation
2.24 8.66 7.80 7.41 4.77 11.34 5.71

Short Dynamic Corporate Dynamic Short Corporate Corporate

ELSS Mid Cap Credit Risk
Duration Bond Bond Bond Duration Bond Bond
2.11 9.40 8.49 9.61 7.53 7.09 6.50 3.67 7.64 5.71

Corporate Corporate Short Short Corporate Short Value Dynamic

Small Cap International
Bond Bond Duration Duration Bond Duration Oriented Bond
1.95 8.97 8.16 9.02 7.42 7.07 5.47 2.65 6.94 5.70

Dynamic Short Corporate

Large Cap International International International International Gold Funds Credit Risk
Bond Duration Bond
1.73 8.44 2.43 2.50 6.04 6.65 5.41 1.34 6.12 5.56

Dynamic
Flexi Cap Gold Funds Gold Funds Gold Funds Gold Funds International Credit Risk Small Cap Credit Risk
Bond
1.68 -1.72 -7.87 -0.83 1.32 5.93 3.78 0.11 2.47 5.46

15 key categories considered Data as on 31st December of every year and for open-end regular plans

BEST FUNDS 2023 119

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 *H[LNVY`WLYMVYTHUJLOLH[THW
Five-year performance in % pa

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Large &
Mid Cap Mid Cap Mid Cap Small Cap Small Cap Small Cap Gold Funds Small Cap Gold Funds
MidCap
22.23 18.95 16.49 25.94 27.58 21.54 8.82 13.44 20.03 12.31

Value
Small Cap Small Cap Mid Cap Mid Cap Mid Cap Large Cap Large Cap Mid Cap Large Cap
Oriented
20.77 17.97 16.48 24.26 24.48 19.87 8.58 12.16 18.10 11.00

Value Value Value Value Value Large &

Small Cap Flexi Cap International Small Cap
Oriented Oriented Oriented Oriented Oriented MidCap
20.53 15.20 11.76 19.48 20.15 17.28 8.50 11.79 16.85 10.86

Large & Large & Large & Large & Large & Value
Flexi Cap Flexi Cap ELSS Flexi Cap
MidCap MidCap MidCap MidCap MidCap Oriented
18.56 13.86 11.57 19.07 20.11 16.83 8.26 11.27 16.76 10.57

Large & Large &

ELSS ELSS ELSS ELSS Mid Cap ELSS Large Cap Mid Cap
MidCap MidCap
18.22 13.72 10.51 17.62 18.88 15.84 8.12 11.17 16.53 10.18

Aggressive Aggressive Large &

ELSS ELSS Flexi Cap Flexi Cap Flexi Cap Flexi Cap ELSS
Hybrid Hybrid MidCap
17.83 13.67 10.37 17.29 17.97 15.66 7.69 11.14 16.52 9.77

Aggressive Aggressive Aggressive Aggressive Corporate Value

Large Cap This Hybrid Flexi Cap
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Hybrid Bond Oriented
16.73 13.26 10.21 16.14 15.95 13.69 7.48 10.83 15.46 9.75

Aggressive Aggressive
Large Cap Credit Risk Large Cap Large Cap Large Cap Small Cap Small Cap ELSS
Hybrid Hybrid
16.30 10.99 9.17 14.03 14.34 12.90 7.32 10.13 13.64 9.74

Dynamic Dynamic Dynamic Dynamic

Dynamic Value Aggressive Aggressive
International Asset Asset Asset Asset International
Bond Oriented Hybrid Hybrid
14.72 Allocation Allocation Allocation Allocation 12.53
10.31 9.15 12.96 12.64 11.59 7.19 9.94 9.07

Dynamic
Short Dynamic Dynamic Dynamic Value
Gold Funds Gold Funds Credit Risk Gold Funds Asset
Duration Bond Bond Bond Oriented
13.16 8.88 8.98 10.04 Allocation
9.02 10.01 8.54 7.10 9.75 7.37
Dynamic Dynamic Dynamic Dynamic Dynamic
Dynamic Dynamic
Asset Asset Credit Risk Credit Risk Asset Asset Asset International
Bond Bond
Allocation Allocation 9.55 8.46 Allocation Allocation Allocation 6.69
13.07 8.67 8.76 8.31 7.02 8.38 10.00

Short Short Corporate Short Short Corporate Dynamic Corporate Corporate

Credit Risk
Duration Duration Bond Duration Duration Bond Bond Bond Bond
7.51 8.44 8.51 9.01 8.10 7.92 6.81 7.94 6.93 6.46

Corporate Corporate Short Corporate Short Dynamic

Credit Risk Credit Risk Large Cap International
Bond Bond Duration Bond Duration Bond
7.51 8.30 7.24 8.98 8.00 7.79 6.72 7.88 5.99 6.05

Corporate Corporate Short Short Dynamic Short

Gold Funds International International International
Bond Bond Duration Duration Bond Duration
6.35 7.97 2.94 4.82 7.65 2.75 6.63 7.04 5.96 5.80

Dynamic
International International Gold Funds Gold Funds Gold Funds Gold Funds Credit Risk Credit Risk Credit Risk
Bond
6.29 5.56 -0.69 -0.73 -2.37 1.31 6.39 3.82 3.54 4.12

15 key categories considered Data as on 31st December of every year and for open-end regular plans

120 BEST FUNDS 2023

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 *H[LNVY`WLYMVYTHUJLOLH[THW
10-year performance in % pa

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Value Value Value Value
Small Cap Mid Cap Mid Cap Mid Cap Small Cap Small Cap
Oriented Oriented Oriented Oriented
17.93 19.82 14.91 12.45 12.15 21.35 13.47 13.61 22.19 18.39

Mid Cap Mid Cap Mid Cap Mid Cap Mid Cap Small Cap Small Cap Small Cap Mid Cap Mid Cap
16.33 19.20 14.89 12.31 11.20 20.06 11.59 12.68 20.95 16.84

Large & Large & Value Value Large & Large & Large & Large &
Small Cap Small Cap
MidCap MidCap Oriented Oriented MidCap MidCap MidCap MidCap
15.59 17.89 13.89 12.13 10.65 18.79 11.12 11.40 18.00 14.92

Large & Large & Value Value

Flexi Cap Flexi Cap Gold Funds Flexi Cap ELSS ELSS
MidCap MidCap Oriented Oriented
15.36 17.20 13.70 10.69 9.42 17.31 11.12 10.88 17.58 14.86

Aggressive Large & Value

ELSS ELSS Flexi Cap Flexi Cap Flexi Cap ELSS ELSS
Hybrid MidCap Oriented
15.05 16.39 13.70 10.53 9.09 17.21 11.05 10.82 17.10 14.22

Aggressive Aggressive Value

Large Cap Large Cap Flexi Cap ELSS Flexi Cap Flexi Cap Flexi Cap
Hybrid Hybrid Oriented
13.85 15.61 12.48 10.52 8.83 16.83 10.98 10.51 16.57 13.48

Aggressive Aggressive Large & Aggressive Aggressive Aggressive

ELSS ELSS Large Cap Large Cap
Hybrid This PDF was uploade
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Hybrid Hybrid
13.42 15.48 12.09 9.76 8.81 14.79 10.28 9.95 15.16 12.56

Dynamic Dynamic Dynamic Dynamic

Aggressive Aggressive
Asset Asset Asset Asset ELSS Large Cap Large Cap Large Cap
Hybrid Hybrid
Allocation Allocation Allocation Allocation 8.65 14.78 9.77 9.54
12.74 13.71 11.70 9.23 14.71 12.49

Dynamic Dynamic Dynamic Dynamic Dynamic

Short Short Short Short
Large Cap Asset Asset Asset Asset Asset
Duration Duration Duration Duration
11.63 Allocation Allocation Allocation Allocation Allocation
7.28 7.89 8.45 8.36 12.75 9.27 8.97 12.02 10.38

Dynamic Short Dynamic Dynamic Dynamic

International Credit Risk Gold Funds International International
Bond Duration Bond Bond Bond
6.03 7.40 8.16 8.35 8.13 7.67 7.94 8.62 8.73 7.43

Corporate Dynamic Dynamic Dynamic Short Corporate Corporate Dynamic Dynamic

Large Cap
Bond Bond Bond Bond Duration Bond Bond Bond Bond
5.49 7.33 7.56 8.27 8.00 7.65 7.77 8.31 8.12 7.37

Dynamic
Corporate Corporate Corporate
Small Cap Credit Risk Credit Risk Asset Credit Risk Gold Funds Gold Funds
Bond Bond Bond
- 7.09 7.79 Allocation 7.60 7.72 8.08
6.58 7.73 7.90 7.23

Corporate Corporate Corporate Dynamic Short Short Short Short

International Small Cap
Bond Bond Bond Bond Duration Duration Duration Duration
- - 6.90 7.50 7.39 7.41 7.51 8.04 7.54 7.11

Corporate
Credit Risk Credit Risk International International Large Cap Credit Risk Credit Risk Credit Risk Credit Risk
Bond
- - 4.80 4.19 6.59 6.96 7.22 7.63 7.45 6.33

Gold Funds Gold Funds Gold Funds Gold Funds International International International International Gold Funds Gold Funds
- - - - 3.52 6.81 4.79 6.14 4.55 4.72

15 key categories considered Data as on 31st December of every year and for open-end regular plans

BEST FUNDS 2023 121

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 -\UK*SHZZPMPJH[PVU

AUM (` crore) AUM (` crore)

Pharma 14,524
,X\P[`-\UKZ
Funds investing at least 80% in the pharma
Large cap 6,63,691 sector

Funds investing at least 80% in large caps Technology 25,581

Funds investing at least 80% in the
Large & mid cap 1,30,395 technology sector
Funds investing at least 35% each in large
and mid caps Thematic 51,099
Funds investing at least 80% in a particular
Multi cap 66,642 theme
Funds investing at least 25% each in large,
mid and small caps Dividend Yield 10,514
Funds investing majorly in dividend-yielding
Mid cap 1,89,171 stocks
Funds investing at least 65% in mid caps
MNC 12,858
Small
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Funds investing at least 80% in MNC stocks
Funds investing at least 65% in small caps
Energy 948
Flexi cap 3,62,434 Funds investing at least 80% in the energy
Funds investing at least 65% in equity with sector
no particular cap on large, mid or small
PSU 23,122
Value-oriented 92,342 Funds investing at least 80% in public-
Funds following the value strategy sector companies
ELSS 1,58,200 Consumption 13,880
Funds with a lock-in of 3 years and tax Funds investing at least 80% in the
benefit under Section 80C consumption theme
International 39,513 ESG 11,265
Funds investing predominantly in foreign Funds investing at least 80% in companies
equities that score high on environmental, social and
governance (ESG) factors
Closed-end 7,099
Funds which are open to subscription for a
limited period

SECTOR/THEMATIC FUNDS
+LI[-\UKZ
Banking 55,902
Funds investing at least 80% in the banking Long duration 3,123
sector Funds with Macaulay duration of greater
than 7 years at the portfolio level
Infrastructure 17,256
Funds investing at least 80% in the infra sector
AUM data as on November 30, 2022

122 BEST FUNDS 2023

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 AUM (` crore) AUM (` crore)

Medium to long duration 9,016 Gilt 19,103

Funds investing with Macaulay duration Funds investing at least 80% in government
between 4 and 7 years at the portfolio level; securities
under anticipated adverse situation, 1 year
to 7 years Gilt with 10-year
constant duration 4,470
Medium duration 28,002 Funds investing at least 80% in government
Funds with Macaulay duration between bonds such that the Macaulay duration of
3 and 4 years at the portfolio level; the portfolio is 10 years
under anticipated adverse situation, 1 year
to 4 years FMP 19,397
Fixed maturity plans of pre-defined term
Short duration 94,979
Funds with Macaulay duration between 1 Target Maturity 1,52,135
year and 3 years at the portfolio level A debt scheme which has a specific maturity
and invests in bonds whose maturity is in
Money market 1,10,694 line with that of the underlying index
Funds investing in money-market
instruments having maturity up to 1 year

Low duration 93,688

Funds with Macaulay duration between 6 /`IYPK-\UKZ
and 12 months at the portfolio level
Aggressive hybrid 1,75,461
Ultra short duration 86,156 Funds investing 65–80% in equity and the
with Macaulay
This duration betweenTo Telegram channel_rest
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3 and 6 months at the portfolio level
Balanced hybrid 8,456
Liquid Funds 4,30,746 Funds investing at least 40–60% in equity
Funds investing in debt and money-market and the rest in debt
securities with maturity of up to 91 days
Conservative hybrid 24,301
Overnight Funds 1,20,451 Funds investing 10–25% in equity and the
Funds investing in securities having maturity rest in debt
of 1 day
Equity savings 17,693
Dynamic bond 23,158 Funds investing at least 65% in equity and
Debt funds investing across durations equity related instruments and at least 10%
in debt
Corporate bond 1,15,959
Funds investing at least 72% in AA+ and Arbitrage 85,916
above-rated corporate bonds Funds investing in arbitrage opportunities

Credit risk 25,800 Dynamic asset allocation 1,99,467

Funds investing at least 58.5% in AA and Funds which dynamically manage the asset
below-rated corporate bonds allocation between equity and debt

Banking and PSU Debt 75,311 Multi asset allocation 46,410

Funds investing at least 72% in the debt Funds investing in at least 3 different asset
instruments of banks, PSUs, public financial classes, with a minimum of 10% in each
institutions and municipal bonds
Gold 27,578
Floater 60,859 Funds investing in gold
Funds investing at least 58.5% in floating-
Silver 2,238
rate instruments (including fixed rate ones
Funds investing in silver
converted to floating rate)
AUM data as on November 30, 2022

BEST FUNDS 2023 123

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 This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

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 „  „  „  „  „  „  „  „  „  „  „  „  „  „  „
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numbers, portfolio characteristics and other investment-related details

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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The most comprehensive fund scorecard with key performance

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:JVYLJHYK
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 .\PKL[V[OL:JVYLJHYK
The VALUE RESEARCH Scorecard is designed to help you make the best-possible investment decisions. It provides
you with detailed and timely mutual fund statistics in an easy-to-use format. We ensure its accuracy with rigor-
ous validation of the data that we get from fund houses directly. This reader-friendly format is especially
designed to enhance your understanding of funds and help you compare them across various dimensions, that
too with relative ease. It is packed with intelligent variables such as Fund Rating, Fund Style and Portfolio
Characteristics. Use this rich resource to simplify your fund investment decisions.

Fund Fund Rating: VALUE RESEARCH FUND RATING Annual Returns

The first row (in bold)
indicates the name of
the category and its
average return. The
last row (in bold) is
the benchmark index
for the category and
its returns.
This PDF was uploadeWe
is a convenient and composite measure of a fund’s return The annual returns are calculated
and risk relative to its peers in the category. We measure based on year-end net asset values
risk by taking a fund’s return for each month since it was (NAVs) with an underlying
launched and comparing it to the returns given by a assumption of reinvestment of
‘riskless’ investment. Riskless investments are like the dividend and readjustment of any
ones backed by the government. A consequence of risk- bonus or rights issue. Though
adjusted ratings is that funds with high gains do not rate loads are not factored in the
very highly if they have taken high risks in doing so. The calculation, but dividend tax paid
rating is purely quantitative. For equity and hybrid funds, by the fund on the behalf of the
the Fund Ratings for the two time periods (3 and 5 years) investors is taken into account for
are combined. For debt funds, the Fund Ratings are the end result. The returns of the
based on 18-month weekly risk-adjusted performance. calendar year are returns generated
To rate an equity
Telegram fund with
channel_ LBS a Newspaper
minimum performance by funds in the respective year.
platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
history of three years and a debt fund with a minimum
history of 18 months.

Performance
Total Returns (%) 31-12-2022
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

No. SIP Returns Total Returns

This is the serial number
of the fund, which is
mentioned in the extreme
left and right columns. To
locate any fund in the
Scorecard, look for this
number in the Index
against the name of the
fund.
The total return given by the fund
by doing a monthly SIP
(systematic investment plan) over
the given time periods. It assumes
SIP at the beginning of each
month. The returns have been
calculated using the IRR (internal
rate of return) method. All the
returns are annualised.
The total return calculations are based on
month-end net asset values (NAVs),
assuming reinvestment of dividend and are
readjusted for any bonus or rights. While the
return computation does not take into
account fund loads, it is adjusted for
dividend tax paid by the fund in the past. All
trailing returns for over one-year period are
annualised while returns for less than one
year are absolute percentage changes.

126 BEST FUNDS 2023

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 Fund Style - Equity Risk Measures
A nine-box matrix that displays both the fund’s investment The worst 3-month performance of the fund since
approach and size of companies in which it invests. Vertically, its launch is indicated by the worst 3-month return,
the three squares indicate size orientation of fund – from the computed on a rolling basis. Standard deviation, a
bottom, small-cap, mid-cap and large-cap. Horizontally, the measure of the volatility of the fund, shows the
three squares indicate, from left to right, three stages on the fluctuations of a fund’s returns around a mean
value-to-growth spectrum. While the market cap group is level. Beta relates a fund’s returns with a market
assigned as per cut-offs arrived at while index and is indicative of the fund’s sensitivity to
finding market cap ranks for individual Valuation changes in the market index. R-squared measures
stocks, investment style is determined by Growth Blend Value the fund’s correlation to the market. The lower the
using cut-off points of valuation score for Fund Risk Grade, the less risky the fund is. This

Large
the particular market cap group in which measure is arrived at after considering a fund’s

Capitalisation
the fund lies. absolute losses as well as its underperformance

Mid
compared to a risk-free guaranteed investment.

Small
Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense Assets
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch 31-12-22
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

Costs Operations
Portfolio Characteristics Exit load is the fee charged NAV is the net asset
Market cap of a fund indicates the Recent Composition on selling a fund within a value of the fund.
average market
This capitalisation
PDF was uploadeof theTo Telegram
Recent Composition
channel_ reflects the platformspecified
LBS Newspaper period. Contingent Launch date is the
(https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
companies in the fund’s portfolio. asset allocation of the fund among deferred sales charge date when the fund
Percentage of investment in top 5 three principal asset classes – (CDSC) is the period for was launched. Assets
holdings helps you know if a fund’s Stocks, bonds and cash. which the fund charges the are the assets
portfolio is concentrated or highest exit load. Expense managed by the fund.
diversified. Sector weightings give ratio is the annual expenses
an insight into the fund’s sector of a fund.
preference.

Portfolio Characteristics Costs Operations

Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

Fund Style - Fixed Income Portfolio Characteristics

A graphical presentation of the investment style of the Average maturity (in number of years) indicates the
fund. It focuses on two pillars of a bond fund’s performance — sensitivity of a bond fund’s portfolio to changes in interest
interest-rate sensitivity and credit quality. The vertical axis rates. Funds with a longer maturity benefit more when
conveys short, medium and intermediate maturity which are interest rates drop and lose more when interest rates rise
classified by VALUE RESEARCH as being less than one year, between compared to a fund with a shorter maturity. The average
one and three years, and greater than three years, respectively. maturity range indicates how a fund manager has realigned
Credit quality is presented across the Y-axis and is classified into his portfolio between high and low maturity in the past
three groups – high, medium and low. year. Average credit quality is a composite indicator of a
Credit Quality
These credit-quality ratings are based fund portfolio’s credit quality. It is an average of each debt
High Medium Low
on a relative scale in which the credit instrument’s credit rating, weighted by the instrument’s
Interest Rate Sensitivity

relative weight in the portfolio. The credit quality

High Medium Low

quality of an individual fund is assigned

a score and the range of that score is breakdown shows the percentage of the assets (excluding
then divided into these three ranges. cash) invested in instruments of varying quality.

BEST FUNDS 2023 127

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 Equity (Regular) Performance
Total Returns (%)
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

Equity: Large Cap Reg 3.9 3.6 14.7 11.0 12.6 12.6 3.6 25.2 15.0
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128 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

16.6 1.0 0.9

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BEST FUNDS 2023 129

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

Equity: Large Cap Reg 3.9 3.6 14.7 11.0 12.6 12.6 3.6 25.2 15.0
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130 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 131

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

Equity: Large Cap Reg 3.9 3.6 14.7 11.0 12.6 12.6 3.6 25.2 15.0
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132 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 133

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

Equity: Large Cap Reg 3.9 3.6 14.7 11.0 12.6 12.6 3.6 25.2 15.0
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S&P BSE Sensex TRI 18.6 15.8 14.0 6.1 5.8 15.2 13.6 14.2 13.6 5.8 23.2 17.2
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134 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 135

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

136 BEST FUNDS 2023

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 137

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

138 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 139

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

140 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 141

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

142 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 143

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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144 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 145

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 Equity (Regular) Performance
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146 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 147

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 Equity (Regular) Performance
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148 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 149

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
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150 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 151

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
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152 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Regular) Performance
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

154 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 155

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 Equity (Regular) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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156 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 157

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Equity (Regular) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

158 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
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Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 159

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Equity (Direct) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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160 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
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 Equity (Direct) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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162 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
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 Equity (Direct) Performance
Total Returns (%)
Fund SIP Returns (%) Absolute Annualised Since Annual Returns (%)
No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

164 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 165

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 Equity (Direct) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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166 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
Market % in % in Recent Worst Risk Grade Exit Expense
Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 167

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Equity (Direct) Performance
Total Returns (%)
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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168 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 169

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 Equity (Direct) Performance
Total Returns (%)
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170 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
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 Equity (Direct) Performance
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172 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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Fund Cap. Top 5 Top 5 Composition (%) 3-month Standard Relative Load Ratio Launch Assets
Style (` cr) Holdings Sectors Equity Debt Return Deviation Beta R2 to Class (%) CDSC (%) NAV Date (` cr) No.

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BEST FUNDS 2023 173

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 Equity (Direct) Performance
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No. Fund Rating 3-Y 5-Y 10-Y 3-M 1-Y 3-Y 5-Y 7-Y 10-Y Launch 2022 2021 2020

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174 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 175

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 Equity (Direct) Performance
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176 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 177

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 Equity (Direct) Performance
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178 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 179

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Equity (Direct) Performance
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180 BEST FUNDS 2023

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Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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182 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Risk Measures Costs Operations
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BEST FUNDS 2023 183

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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184 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
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 Equity (Direct) Performance
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186 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 187

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Hybrid (Regular) Performance
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188 BEST FUNDS 2023

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 Portfolio Characteristics Risk Measures Costs Operations
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 Hybrid (Regular) Performance
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190 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Portfolio Characteristics Risk Measures Costs Operations
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 Hybrid (Regular) Performance
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 Portfolio Characteristics Risk Measures Costs Operations
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 Hybrid (Regular) Performance
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

214 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 215

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

Debt: Corporate Bond Reg 1.6 3.0 3.3 5.6 6.5 3.0 3.5 9.9 2.5 0.6
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

216 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 217

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

Debt: Banking and PSU Reg 1.5 3.3 3.4 5.6 6.6 3.3 3.4 9.8 1.8 0.7
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

218 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 219

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

Debt: Gilt Reg 1.6 2.2 2.2 5.1 6.5 2.2 2.2 11.2 4.6 0.3
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

220 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 221

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

Commodities: Gold Reg 9.3 13.3 3.9 10.9 12.3 13.3 -4.8 26.4 15.0 0.0
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

222 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                  

                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                  
                 
                  
                  
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 223

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

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 Fixed Income (Regular) Performance Risk
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226 BEST FUNDS 2023

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 Portfolio Characteristics Costs Operations
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 Portfolio Characteristics Costs Operations
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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Portfolio Characteristics Costs Operations
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

234 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 235

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Direct) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

236 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 237

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Direct) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

238 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 239

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Direct) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

240 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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BEST FUNDS 2023 241

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Direct) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

242 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 243

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 1-M 3-M 1-Y 2-Y 3-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

244 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 245

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 1-M 3-M 1-Y 2-Y 3-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

246 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 247

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Regular) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 1-M 3-M 1-Y 2-Y 3-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

248 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 249

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Direct) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 1-M 3-M 1-Y 2-Y 3-Y launch 2022 2021 2020 return deviation ratio to class

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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

250 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 251

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Direct) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 1-M 3-M 1-Y 2-Y 3-Y launch 2022 2021 2020 return deviation ratio to class

Debt: Liquid Dir 0.6 1.6 4.9 4.1 4.1 4.9 3.4 4.2 0.6 0.7
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For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

252 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 253

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Fixed Income (Direct) Performance Risk
Total Returns (%) Annual Worst grade
Fund Absolute Annualised Since Returns (%) 3-M Standard Sharpe relative
No. Fund Rating 1-M 3-M 1-Y 2-Y 3-Y launch 2022 2021 2020 return deviation ratio to class

Debt: Overnight Dir 0.5 1.5 4.7 3.9 3.8 4.7 3.2 3.4 0.6 0.1
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CCIL T Bill Liquidity Weight 0.4 1.0 2.6 2.3 2.6 2.6 2.0 3.1

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

For more on funds, visit www.valueresearchonline.com Indicates a recommended fund # )XQGVVXVSHQGHGIRUVDOHV

254 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Portfolio Characteristics Costs Operations
Average Avg. Credit quality Recent
Fund maturity (yrs) Credit Breakdown (%) Composition (%) Exit CDSC Expense Launch Assets
Style Current Range Quality Govt High Med Low Other Stock Bond Cash load (%) (Days) ratio (%) NAV date (` cr) No.

                 
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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

Performance data as on December 31, 2022. Portfolio data as on November 30, 2022.

BEST FUNDS 2023 255

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
Subscription copy of [e.sasikumar134@gmail.com]. Redistribution prohibited.
 Closed-End (Regular) Performance
Total Returns (%) Redem-
Absolute Annualised Since Annual Returns (%) NAV Assets Launch ption
No. Fund 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 (`) (` cr) date date

Equity: Small Cap Reg -1.2 6.9 32.6 27.6 6.9 66.7 23.4
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S&P BSE 500 TRI 4.3 4.8 17.5 17.8 11.8 4.8 31.6 18.4
S&P BSE Sensex TR 6.1 5.8 14.2 15.2 13.6 5.8 23.2 17.2
VR MIP Total Return Index 3.5 4.4 7.5 8.5 8.2 4.4 10.8 10.4

Performance data as on December 31, 2022. Portfolio data as on November 30, 2022. #Funds suspended for sales

256 BEST FUNDS 2023

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 Closed-End (Direct) Performance
Redem-
Absolute Annualised Since Annual Returns (%) NAV Assets Launch ption
No. Fund 3-M 1-Y 2-Y 3-Y 5-Y launch 2022 2021 2020 (`) (` cr) date date

Equity: Small Cap Dir -1.1 7.5 33.4 28.3 7.5 67.7 24.0
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S&P BSE 500 TRI 4.3 4.8 17.5 17.8 11.8 4.8 31.6 18.4
S&P BSE Sensex TRI 6.1 5.8 14.2 15.2 13.6 5.8 23.2 17.2
VR MIP TRI 3.5 4.4 7.5 8.5 8.2 4.4 10.8 10.4

Performance data as on December 31, 2022. Portfolio data as on November 30, 2022. #Funds suspended for sales

BEST FUNDS 2023 257

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Fixed Maturity Plans (Regular)
Redem- Redem-
Launch ption NAV Assets Launch ption NAV Assets
No. Fund date date (`) (` cr) No. Fund date date (`) (` cr)

Debt: Fixed Maturity Reg Debt: Fixed Maturity Reg

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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022. #Funds suspended for sales

258 BEST FUNDS 2023

This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER
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 Fixed Maturity Plans (Regular)
Redem- Redem-
Launch ption NAV Assets Launch ption NAV Assets
No. Fund date date (`) (` cr) No. Fund date date (`) (` cr)

Debt: Fixed Maturity Reg

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

Performance data as on December 31, 2022. Portfolio data as on November 30, 2022. #Funds suspended for sales

BEST FUNDS 2023 259

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 Fixed Maturity Plans (Direct)
Redem- Redem-
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Debt: Fixed Maturity Dir  Debt: Fixed Maturity Dir   

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Performance data as on December 31, 2022. Portfolio data as on November 30, 2022. #Funds suspended for sales

260 BEST FUNDS 2023

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 Fixed Maturity Plans (Direct)
Redem- Redem-
Launch ption NAV Assets Launch ption NAV Assets
No. Fund date date (`) (` cr) No. Fund date date (`) (` cr)

 Debt: Fixed Maturity Dir   

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This PDF was uploade To Telegram channel_ LBS Newspaper platform (https://t.me/LBSNEWSPAPER):@LBSNEWSPAPER

Performance data as on December 31, 2022. Portfolio data as on November 30, 2022. #Funds suspended for sales

BEST FUNDS 2023 261

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 Scorecard Index
Aditya Birla Sun Life Mutual Fund ABSL Eqt Svngs Dir, 1504 ABSL Long Duration Dir, 2009
ABSL Active Debt Multi Manager FoF Dir, 2127 ABSL Eqt Svngs Reg, 1311 ABSL Long Duration Reg, 1610
ABSL Active Debt Multi Manager FoF Reg, 1740 ABSL ESG Dir, 1214 ABSL Low Duration Dir, 2081
ABSL Arbtg Dir, 1528 ABSL ESG Reg, 665 ABSL Low Duration Reg, 1685
ABSL Arbtg Reg, 1335 ABSL Fin Planning FOF Agrsv Dir, 1586 ABSL Manufacturing Eqt Dir, 1061
ABSL Asset Allocator FoF Dir, 1585 ABSL Fin Planning FOF Agrsv Reg, 1393 ABSL Manufacturing Eqt Reg, 487
ABSL Asset Allocator FoF Reg, 1392 ABSL Fin Planning FOF Cons Dir, 1587 ABSL Medium Term Dir, 2028
ABSL Bal Bhavishya Yojna Dir, 799 ABSL Fin Planning FOF Cons Reg, 1394 ABSL Medium Term Reg, 1629
ABSL Bal Bhavishya Yojna Reg, 181 ABSL Fin Planning FOF Moderate Dir, 1588 ABSL Medium Term Seg Port1 Direct, 2029
ABSL Balanced Advtg Dir, 1555 ABSL Fin Planning FOF Moderate Reg, 1395 ABSL Medium Term Seg Port1 Reg, 1630
ABSL Balanced Advtg Reg, 1362 ABSL Flexi Cap Dir, 800 ABSL Mid Cap Dir, 869
ABSL Banking & Fin Srvcs Dir, 1002 ABSL Flexi Cap Reg, 182 ABSL Mid Cap Reg, 252
ABSL Banking & Fin Srvcs Reg, 396 ABSL Floating Rate Dir, 2227 ABSL MNC Dir, 1114
ABSL Banking & PSU Debt Dir, 2204 ABSL Floating Rate Reg, 1845 ABSL MNC Reg, 552
ABSL Banking & PSU Debt Reg, 1820 ABSL Floating Rate Ret, 1846 ABSL Money Manager Dir, 2105
ABSL Business Cycle Dir, 1059 ABSL Focused Eqt Dir, 675 ABSL Money Manager Reg, 1715
ABSL Business Cycle Reg, 485 ABSL Focused Eqt Reg, 1 ABSL Money Manager Ret, 1716
ABSL Commodity Eqt Global Agri Dir, 1134 ABSL Frontline Eqt Dir, 676 ABSL Multi-Cap Dir, 1198
ABSL Commodity Eqt Global Agri Reg, 579 ABSL Frontline Eqt Reg, 2 ABSL Multi-Cap Reg, 649
ABSL Corp Bond Dir, 2156 ABSL FTP TI (1837D) Dir, 2731 ABSL Multi-Index FoF Dir, 1589
ABSL Corp Bond Reg, 1771 ABSL FTP TI (1837D) Reg, 2623 ABSL Multi-Index FoF Reg, 1396
ABSL Credit Risk Dir, 2178 ABSL FTP TJ (1838D) Dir, 2732 ABSL NASDAQ 100 FOF Dir, 1138
ABSL Credit Risk Reg, 1794 ABSL FTP TJ (1838D) Reg, 2624 ABSL NASDAQ 100 FOF Reg, 583
ABSL Credit Risk Seg Port1 Dir, 2179 ABSL FTP TQ (1879D) Dir, 2733 ABSL Nifty 200 Momentum 30 ETF, 3
ABSL Credit Risk Seg Port1 Reg, 1795 ABSL FTP TQ (1879D) Reg, 2625 ABSL Nifty 200 Quality 30 ETF, 488
ABSL CRISIL IBX 50:50 Gilt+SDL Apr 2028 Index Dir, 2285 ABSL FTP TZ (90 D) Dir, 2734 ABSL Nifty 50 Equal Wght Index Dir, 677
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ABSL CRISIL IBX 50:50 Gilt+SDL Apr 2028 Index Reg, 1938 ABSL FTP TZ (90 D) Reg, 2626 ABSL Nifty 50 Equal Wght Index Reg, 4
ABSL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index ABSL FTP UB (1224 D) Dir, 2735 ABSL Nifty 50 ETF, 5
Dir, 2286 ABSL FTP UB (1224 D) Reg, 2627 ABSL Nifty 50 Index Dir, 678
ABSL CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index ABSL FTP-Sr TY (76 D) Dir, 2736 ABSL Nifty 50 Index Reg, 6
Reg, 1939 ABSL FTP-Sr TY (76 D) Reg, 2628 ABSL Nifty Bank ETF, 397
ABSL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index ABSL Global Emrgng Opp Dir, 1135 ABSL Nifty Helthcr ETF, 453
Dir, 2287 ABSL Global Emrgng Opp Reg, 580 ABSL Nifty IT ETF, 471
ABSL CRISIL IBX 60:40 SDL + AAA PSU Apr 2026 Index ABSL Global Excellence Eqt FoF Dir, 1136 ABSL Nifty Midcap 150 Index Dir, 870
Reg, 1940 ABSL Global Excellence Eqt FoF Reg, 581 ABSL Nifty Midcap 150 Index Reg, 253
ABSL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Dir, 2288 ABSL Gold Dir, 2267 ABSL Nifty Next 50 ETF, 7
ABSL CRISIL IBX 60:40 SDL + AAA PSU Apr 2027 Reg, 1941 ABSL Gold ETF, 1902 ABSL Nifty Next 50 Index Dir, 679
ABSL CRISIL IBX AAA Jun 2023 Index Dir, 2289 ABSL Gold Reg, 1903 ABSL Nifty Next 50 Index Reg, 8
ABSL CRISIL IBX AAA Jun 2023 Index Reg, 1942 ABSL Govt Securities Dir, 2239 ABSL Nifty SDL Apr 2027 Dir, 2292
ABSL CRISIL IBX Gilt Apr 2029 Index Dir, 2290 ABSL Govt Securities Reg, 1858 ABSL Nifty SDL Apr 2027 Reg, 1945
ABSL CRISIL IBX Gilt Apr 2029 Index Reg, 1943 ABSL Incm Dir, 2014 ABSL Nifty SDL Sep 2025 Dir, 2293
ABSL CRISIL IBX Gilt-April 2026 Index Dir, 2291 ABSL Incm Reg, 1615 ABSL Nifty SDL Sep 2025 Reg, 1946
ABSL CRISIL IBX Gilt-April 2026 Index Reg, 1944 ABSL Ind GenNext Dir, 1124 ABSL Nifty Smallcap 50 Index Dir, 907
ABSL Digital Ind Dir, 1052 ABSL Ind GenNext Reg, 564 ABSL Nifty Smallcap 50 Index Reg, 295
ABSL Digital Ind Reg, 470 ABSL Infra Dir, 1021 ABSL Overnight Dir, 2516
ABSL Dividend Yld Dir, 1106 ABSL Infra Reg, 432 ABSL Overnight Reg, 2422
ABSL Dividend Yld Reg, 544 ABSL Intl Eqt A Dir, 1137 ABSL Pharma & Helthcr Dir, 1040
ABSL Dyn Bond Dir, 2128 ABSL Intl Eqt A Reg, 582 ABSL Pharma & Helthcr Reg, 454
ABSL Dyn Bond Reg, 1741 ABSL Intl Eqt B Dir, 1060 ABSL PSU Eqt Dir, 1120
ABSL Dyn Bond Seg Port1 Dir, 2129 ABSL Intl Eqt B Reg, 486 ABSL PSU Eqt Reg, 559
ABSL Dyn Bond Seg Port1 Reg, 1742 ABSL Intrvl Incm Qtrly I Dir, 2737 ABSL Pure Value Dir, 938
ABSL Eqt Advtg Dir, 771 ABSL Intrvl Incm Qtrly I Reg, 2629 ABSL Pure Value Reg, 326
ABSL Eqt Advtg Reg, 151 ABSL Liquid Dir, 2480 ABSL Regular Svngs Dir, 1469
ABSL Eqt Hybrid '95 Dir, 1417 ABSL Liquid Reg, 2374 ABSL Regular Svngs Reg, 1275
ABSL Eqt Hybrid '95 Reg, 1223 ABSL Liquid Ret, 2375 ABSL Retrmnt 30s Dir, 801

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 Scorecard Index
ABSL Retrmnt 30s Reg, 183
ABSL Retrmnt 40s Dir, 1418
ABSL Retrmnt 40s Reg, 1224
ABSL Retrmnt 50s + Debt Dir, 2157
ABSL Retrmnt 50s + Debt Reg, 1772
ABSL Retrmnt 50s Dir, 1470
ABSL Retrmnt 50s Reg, 1276
ABSL S&P BSE Sensex ETF, 9
ABSL SDL + PSU Bond Sep 2026 60:40 Dir, 2294
ABSL SDL + PSU Bond Sep 2026 60:40 Reg, 1947
ABSL Silver ETF, 1926
ABSL Silver ETF FoF Dir, 2280
ABSL Silver ETF FoF Reg, 1927
ABSL Small Cap Dir, 908
ABSL Small Cap Reg, 296
ABSL Special Opp Dir, 1062
ABSL Special Opp Reg, 489
ABSL ST Dir, 2052
ABSL ST Reg, 1653
ABSL Svngs Dir, 2454
ABSL Svngs Reg, 2347
ABSL Svngs Ret, 2348
ABSL Tax Plan Dir, 962
ABSL Tax Plan, 355
ABSL Tax Relief 96 Dir, 963
ABSL Tax Relief 96 Reg, 356
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Aditya Birla SL Banking & PSU Debt Ret, 1821
Axis Mutual Fund
Axis All Seasons Debt FOF Dir, 2130
Axis All Seasons Debt FOF Reg, 1743
Axis Arbtg Dir, 1529
Axis Arbtg Reg, 1336
Axis Balanced Advtg Dir, 1556
Axis Balanced Advtg Reg, 1363
Axis Banking & PSU Debt Dir, 2205
Axis Banking & PSU Debt Reg, 1822
Axis Bluechip Dir, 680
Axis Bluechip Reg, 10
Axis Capital Builder 4(1582D) Dir, 2618
Axis Capital Builder 4(1582D) Reg, 2581
Axis Children's Gift Dir, 1419
Axis Children's Gift Reg, 1225
Axis Corp Debt Dir, 2158
Axis Corp Debt Reg, 1773
Axis Credit Risk Dir, 2180
Axis Credit Risk Reg, 1796
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Dir, 2295
Axis CRISIL IBX 70:30 CPSE Plus SDL April '25 Reg, 1948
Axis CRISIL IBX SDL May 2027 Dir, 2296
Axis CRISIL IBX SDL May 2027 Reg, 1949
Axis Dyn Bond Dir, 2131
Axis Dyn Bond Reg, 1744
Axis Eqt Hybrid Dir, 1420
Axis Eqt Hybrid Reg, 1226
Axis Eqt Saver Dir, 1505
Axis Eqt Saver Reg, 1312 Axis Nifty SDL September 2026 Debt Index Dir, 2298
Axis Equity ETFs FoF Dir, 802 Axis Nifty SDL September 2026 Debt Index Reg, 1952
Axis Equity ETFs FoF Reg, 184 Axis Nifty Smallcap 50 Index Dir, 909
Axis ESG Eqt Dir, 1215 Axis Nifty Smallcap 50 Index Reg, 297
Axis ESG Eqt Reg, 666 Axis Overnight Dir, 2517
Axis Flexi Cap Dir, 803 Axis Overnight Reg, 2423
Axis Flexi Cap Reg, 185 Axis Quant Dir, 1063
Axis Floater Dir, 2228 Axis Quant Reg, 490
Axis Floater Reg, 1847 Axis Regular Saver Dir, 1471
Axis Focused 25 Dir, 804 Axis Regular Saver Reg, 1277
Axis Focused 25 Reg, 186 Axis Retrmnt Svngs-Agrssv Plan Dir, 1421
Axis Gilt Dir, 2240 Axis Retrmnt Svngs-Agrssv Plan Reg, 1227
Axis Gilt Reg, 1859 Axis Retrmnt Svngs-Cons Plan Dir, 1472
Axis Global Eqt Alpha FoF Dir, 1139 Axis Retrmnt Svngs-Cons Plan Reg, 1278
Axis Global Eqt Alpha FoF Reg, 584 Axis Retrmnt Svngs-Dynamic Plan Dir, 1557
Axis Global Innovation FoF Dir, 1140 Axis Retrmnt Svngs-Dynamic Plan Reg, 1364
Axis Global Innovation FoF Reg, 585 Axis Silver ETF, 1928
Axis Gold Dir, 2268 Axis Silver FoF Dir, 2281
Axis Gold ETF, 1904 Axis Silver FoF Reg, 1929
Axis Gold Reg, 1905 Axis Small Cap Dir, 910
Axis Growth Opp Dir, 772 Axis Small Cap Reg, 298
Axis Growth Opp Reg, 152 Axis Special Situations Dir, 1064
Axis Grtr China Eqt FoF Dir, 1141 Axis Special Situations Reg, 491
Axis Grtr China Eqt FoF Reg, 586 Axis ST Dir, 2053
Axis Liquid Dir, 2481 Axis ST Reg, 1654
Axis Liquid Reg, 2376 Axis ST Ret, 1655
Axis Liquid Ret, 2377 Axis Strategic Bond Dir, 2030
Axis Long Duration Dir, 2010 Axis Strategic Bond Reg, 1631
Axis Long Duration Reg, 1611 Axis Treasury Advtg Dir, 2082
Axis LT Eqt Dir, 964 Axis Treasury Advtg Reg, 1686
Axis LT Eqt Reg, 357 Axis Treasury Advtg Ret, 1687
Axis Midcap Dir, 871 Axis Triple Advtg Dir, 1590
Axis Midcap Reg, 254 Axis Triple Advtg Reg, 1397
Axis Money Mkt Dir, 2106 Axis Ultra ST Dir, 2455
Axis Money Mkt Reg, 1717 Axis Ultra ST Reg, 2349
Axis Multicap Fund Dir, 1199 Axis Value Fund Dir, 939
Axis Multicap Fund Reg, 650 Axis Value Fund Reg, 327
Axis NASDAQ 100 FoF Dir, 1142 Bank of India Mutual Fund
Axis NASDAQ 100 FoF Reg, 587 Bank of Ind Arbtg Dir, 1530
Axis Nifty 100 Index Dir, 681 Bank of Ind Arbtg Reg, 1337
Axis Nifty 100 Index Reg, 11 Bank of Ind Balanced Advtg Dir, 1558
Axis Nifty 50 ETF, 12 Bank of Ind Balanced Advtg Reg, 1365
Axis Nifty 50 Index Dir, 682 Bank of Ind Bluechip Dir, 684
Axis Nifty 50 Index Reg, 13 Bank of Ind Bluechip Reg, 15
Axis Nifty AAA Bond + SDL Apr 2026 50:50 ETF, 1950 Bank of Ind Cons Hybrid Dir, 1473
Axis Nifty AAA Bond+SDL Apr '26 50:50 ETF FoF Dir, 2297 Bank of Ind Cons Hybrid Eco, 1279
Axis Nifty AAA Bond+SDL Apr '26 50:50 ETF FoF Reg, 1951 Bank of Ind Cons Hybrid Reg, 1280
Axis Nifty Bank ETF, 398 Bank of Ind Credit Risk Reg, 1797
Axis NIFTY Helthcr ETF, 455 Bank of Ind Flexi Cap Dir, 805
Axis NIFTY Ind Consmpn ETF, 565 Bank of Ind Flexi Cap Reg, 187
Axis NIFTY IT ETF, 472 Bank of Ind Large & Mid Cap Eqt Dir, 773
Axis Nifty Midcap 50 Index Dir, 872 Bank of Ind Large & Mid Cap Eqt Eco, 153
Axis Nifty Midcap 50 Index Reg, 255 Bank of Ind Large & Mid Cap Eqt Reg, 154
Axis Nifty Next 50 Index Dir, 683 Bank of Ind Liquid Dir, 2482
Axis Nifty Next 50 Index Reg, 14 Bank of Ind Liquid Reg, 2378

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 Scorecard Index
Bank of Ind Mfg & Infra Dir, 1022
Bank of Ind Mfg & Infra Reg, 433
Bank of Ind Mid & Small Cap Eqt & Debt Dir, 1422
Bank of Ind Mid & Small Cap Eqt & Debt Reg, 1228
Bank of Ind Midcap Tax 1 Dir, 2593
Bank of Ind Midcap Tax 1 Reg, 2555
Bank of Ind Midcap Tax 2 Dir, 2594
Bank of Ind Midcap Tax 2 Reg, 2556
Bank of Ind Overnight Dir, 2518
Bank of Ind Overnight Reg, 2424
Bank of Ind Small Cap Dir, 911
Bank of Ind Small Cap Reg, 299
Bank of Ind ST Incm Dir, 2054
Bank of Ind ST Incm Reg, 1656
Bank of Ind Tax Advtg Dir, 965
Bank of Ind Tax Advtg Eco, 358
Bank of Ind Tax Advtg Reg, 359
Bank of Ind Ultra SD Dir, 2456
Bank of Ind Ultra SD Reg, 2350
Bank of India Credit Risk Dir, 2181
Baroda BNP Paribas Mutual Fund
Baroda BNP Paribas Agrssv Hybrid Dir, 1423
Baroda BNP Paribas Agrssv Hybrid Reg, 1229
Baroda BNP Paribas Arbtg Dir, 1531
Baroda BNP Paribas Arbtg Reg, 1338
Baroda BNP Paribas Balanced Advtg Dir, 1559 Baroda BNP Paribas Multi Cap Dir, 1200
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Baroda BNP Paribas Balanced Advtg Reg, 1366 Baroda BNP Paribas Multi Cap Reg, 651
Baroda BNP Paribas Banking & Fin Srvcs Dir, 1003
Baroda BNP Paribas Banking & Fin Srvcs Reg, 399
Baroda BNP Paribas Banking & PSU Bond Dir, 2206
Baroda BNP Paribas Banking & PSU Bond Reg, 1823
Baroda BNP Paribas Business Cycle Dir, 1065
Baroda BNP Paribas Business Cycle Reg, 492
Baroda BNP Paribas Cons Hybrid Dir, 1474
Baroda BNP Paribas Cons Hybrid Reg, 1281
Baroda BNP Paribas Corp Bond, 1774
Baroda BNP Paribas Corp Bond Dir, 2159
Baroda BNP Paribas Corp Bond Reg, 1775
Baroda BNP Paribas Credit Risk Dir, 2182
Baroda BNP Paribas Credit Risk Reg, 1798
Baroda BNP Paribas Credit Risk Seg Port1 Dir, 2183
Baroda BNP Paribas Credit Risk Seg Port1, 1799
Baroda BNP Paribas Dyn Bond Dir, 2132
Baroda BNP Paribas Dyn Bond Reg, 1745
Baroda BNP Paribas Dyn Bond Reg A, 1746
Baroda BNP Paribas ELSS Dir, 966
Baroda BNP Paribas ELSS Reg, 360
Baroda BNP Paribas Eqt Svngs Dir, 1506
Baroda BNP Paribas Eqt Svngs Reg, 1313
Baroda BNP Paribas Flexi Cap Dir, 806
Baroda BNP Paribas Flexi Cap Reg, 188
Baroda BNP Paribas Focused Dir, 807
Baroda BNP Paribas Focused Reg, 189
Baroda BNP Paribas Funds Aqua FoF Dir, 1143
Baroda BNP Paribas Funds Aqua FoF Reg, 588
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Baroda BNP Paribas Gilt Dir, 2241
Baroda BNP Paribas Gilt Reg, 1860
Baroda BNP Paribas Ind Consmpn Dir, 1125
Baroda BNP Paribas Ind Consmpn Reg, 566
Baroda BNP Paribas Large & Mid Cap Dir, 774
Baroda BNP Paribas Large & Mid Cap Reg, 155
Baroda BNP Paribas Large Cap Dir, 685
Baroda BNP Paribas Large Cap Reg, 16
Baroda BNP Paribas Liquid, 2379
Baroda BNP Paribas Liquid Dir, 2483
Baroda BNP Paribas Liquid Reg, 2380
Baroda BNP Paribas Low Duration, 1688
Baroda BNP Paribas Low Duration Dir, 2083
Baroda BNP Paribas Low Duration Reg, 1689
Baroda BNP Paribas Medium Duration Dir, 2031
Baroda BNP Paribas Medium Duration Reg, 1632
Baroda BNP Paribas Medium Duration-Seg Port 1 Dir, 2084
Baroda BNP Paribas Medium Duration-Seg Port 1 Reg, 1691
Baroda BNP Paribas Medium Duration-Seg Port 1, 1690
Baroda BNP Paribas Midcap Dir, 873
Baroda BNP Paribas Midcap Reg, 256
Baroda BNP Paribas Money Mkt Dir, 2107
Baroda BNP Paribas Money Mkt Reg, 1718
Baroda BNP Paribas Multi Asset Dir, 1591
Baroda BNP Paribas Multi Asset Reg, 1398
DSP 10Y G-Sec Reg, 1895
DSP Arbtg Dir, 1532
Baroda BNP Paribas Overnight Dir, 2519
Baroda BNP Paribas Overnight Reg, 2425
Baroda BNP Paribas SD Dir, 2055
Baroda BNP Paribas SD Reg, 1657
Baroda BNP Paribas Ultra SD Dir, 2457
Baroda BNP Paribas Ultra SD Reg, 2351
Canara Robeco Mutual Fund
Canara Robeco Banking and PSU Debt Dir, 2207
Canara Robeco Banking and PSU Debt Reg, 1824
Canara Robeco Bluechip Eqt Dir, 686
Canara Robeco Bluechip Eqt Reg, 18
Canara Robeco Cons Hybrid Dir, 1475
Canara Robeco Cons Hybrid Reg, 1282
Canara Robeco Consumer Trends Dir, 1126
Canara Robeco Consumer Trends Reg, 567
Canara Robeco Corp Bond Dir, 2160
Canara Robeco Corp Bond Reg, 1776
Canara Robeco Dyn Bond Dir, 2133
Canara Robeco Dyn Bond Reg, 1747
Canara Robeco Emrgng Equities Dir, 775
Canara Robeco Emrgng Equities Reg, 156
Canara Robeco Eqt Hybrid Dir, 1424
Canara Robeco Eqt Hybrid Reg, 1230
Canara Robeco Eqt Tax Saver Dir, 967
Canara Robeco Eqt Tax Saver Reg, 361
Canara Robeco Flexi Cap Dir, 808
Canara Robeco Flexi Cap Reg, 190
Canara Robeco Focused Eqt Dir, 809
Canara Robeco Focused Eqt Reg, 191
Canara Robeco Gilt Dir, 2242
Canara Robeco Gilt Reg, 1861
Canara Robeco Income Dir, 2015
Canara Robeco Income Reg, 1616
Canara Robeco Infrastructure Dir, 1023
Canara Robeco Infrastructure Reg, 434
Canara Robeco Liquid Dir, 2484
Canara Robeco Liquid Reg, 2381
Canara Robeco Mid Cap Dir, 874
Canara Robeco Mid Cap Reg, 257
Canara Robeco Overnight Dir, 2520
Canara Robeco Overnight Reg, 2426
Canara Robeco SD Dir, 2056
Canara Robeco SD Reg, 1658
Canara Robeco Small Cap Dir, 912
Canara Robeco Small Cap Reg, 300
Canara Robeco Svngs Dir, 2085
Canara Robeco Svngs Reg, 1692
Canara Robeco Ultra ST Dir, 2458
Canara Robeco Ultra ST Reg, 2352
Canara Robeco Value Dir, 940
Canara Robeco Value Reg, 328
DSP Mutual Fund
DSP 10Y G-Sec Dir, 2262
DSP Arbtg Reg, 1339
DSP Banking & PSU Debt Dir, 2208
DSP Banking & PSU Debt Reg, 1825
DSP Bond Dir, 2032
DSP Bond Reg, 1633
DSP Corp Bond Dir, 2161
DSP Corp Bond Reg, 1777
DSP Credit Risk Dir, 2184
DSP Credit Risk Reg, 1800
DSP Dyn Asset Allocation Dir, 1560
DSP Dyn Asset Allocation Reg, 1367
DSP Eqt & Bond Dir, 1425
DSP Eqt & Bond Reg, 1231
DSP Eqt Opp Dir, 776
DSP Eqt Opp Reg, 157
DSP Eqt Svngs Dir, 1507
DSP Eqt Svngs Reg, 1314
DSP Flexi Cap Dir, 810
DSP Flexi Cap Reg, 192
DSP Floater Dir, 2229
DSP Floater Reg, 1848
DSP FMP Sr 264-60M-17D Dir, 2738
DSP FMP Sr 264-60M-17D Reg, 2630
DSP FMP Sr 267-1246D Dir, 2739
DSP FMP Sr 267-1246D Reg, 2631
DSP FMP Sr 268-1281D Dir, 2740
DSP FMP Sr 268-1281D Reg, 2632
DSP FMP Sr 269-160D Dir, 2741
BEST FUNDS 2023
 Scorecard Index
DSP FMP Sr 269-160D Reg, 2633
DSP Focus Dir, 811
DSP Focus Reg, 193
DSP Global Allocation Dir, 1144
DSP Global Allocation Reg, 589
DSP Global Innovation FoF Dir, 1145
DSP Global Innovation FoF Reg, 590
DSP Govt Securities Dir, 2243
DSP Govt Securities Reg, 1862
DSP Helthcr Dir, 1041
DSP Helthcr Reg, 456
DSP Liquidity Dir, 2485
DSP Liquidity Reg, 2382
DSP Low Duration Dir, 2086
DSP Low Duration Reg, 1693
DSP Midcap Dir, 875
DSP Midcap Reg, 258
DSP Natural Rsrcs and New Energy Dir, 1118
DSP Natural Rsrcs and New Energy Reg, 557
DSP NIFTY 1D Rate Liquid ETF, 2383
DSP NIFTY 50 Equal Weight ETF, 19
DSP Nifty 50 Equal Weight Index Dir, 687
DSP Nifty 50 Equal Wght Index Reg, 20
DSP Nifty 50 ETF, 21
DSP Nifty 50 Index Dir, 688
DSP Nifty 50 Index Reg, 22
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DSP Nifty Midcap 150 Quality 50 ETF, 493
DSP Nifty Midcap 150 Quality 50 Index Dir, 1066
DSP Nifty Midcap 150 Quality 50 Index Reg, 494
DSP Nifty Next 50 Index Dir, 689
DSP Nifty Next 50 Index Reg, 23
DSP Nifty SDL + G-Sec Jun 2028 30:70 Dir, 2305
DSP Nifty SDL + G-Sec Jun 2028 30:70 Reg, 1965
DSP Overnight Dir, 2521
DSP Overnight Reg, 2427
DSP Quant Dir, 1067
DSP Quant Reg, 495
DSP Regular Svngs Dir, 1476
DSP Regular Svngs Reg, 1283
DSP Silver ETF, 1930
DSP Small Cap Dir, 913
DSP Small Cap Reg, 301
DSP ST Dir, 2057
DSP ST Reg, 1659
DSP Strategic Bond Dir, 2134
DSP Strategic Bond Reg, 1748
DSP Svngs Dir, 2108
DSP Svngs Reg, 1719
DSP T.I.G.E.R. Dir, 1024
DSP T.I.G.E.R. Reg, 435
DSP Tax Saver Dir, 968
DSP Tax Saver Reg, 362
DSP Top 100 Eqt Dir, 690
DSP Top 100 Eqt Reg, 24
DSP Ultra Short Dir, 2459
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DSP Ultra Short Reg, 2353
DSP US Flexible Eqt Dir, 1146
DSP US Flexible Eqt Reg, 591
DSP Value Fund Dir, 941
DSP Value Fund Reg, 329
DSP World Agriculture Dir, 1147
DSP World Agriculture Reg, 592
DSP World Energy Dir, 1148
DSP World Energy Reg, 593
DSP World Gold Dir, 1149
DSP World Gold Reg, 594
DSP World Mining Dir, 1150
DSP World Mining Reg, 595
Edelweiss Mutual Fund
Bhrt Bond ETF FOF-April 2032 Dir, 2299
Bhrt Bond ETF FOF-April 2032 Reg, 1953
Bhrt Bond ETF FOF-April 2033 Dir, 2300
Bhrt Bond ETF FOF-April 2033 Reg, 1954
Bhrt Bond ETF-April 2023, 1955
Bhrt Bond ETF-April 2025, 1956
Bhrt Bond ETF-April 2030, 1957
Bhrt Bond ETF-April 2031, 1958
Bhrt Bond ETF-April 2032, 1959
Bhrt Bond ETF-April 2033, 1960
Bhrt Bond FOF-April 2023 Direct, 2301
Bhrt Bond FOF-April 2023 Reg, 1961 Edelweiss LT Eqt (Tax Svngs) Reg, 363
Bhrt Bond FOF-April 2025 Dir, 2302 Edelweiss Mid Cap Dir, 876
Bhrt Bond FOF-April 2025 Reg, 1962
Bhrt Bond FOF-April 2030 Dir, 2303
Bhrt Bond FOF-April 2030 Reg, 1963
Bhrt Bond FOF-April 2031 Dir, 2304
Bhrt Bond FOF-April 2031 Reg, 1964
Edelweiss Agrsv Hybrid Dir, 1426
Edelweiss Agrsv Hybrid Reg, 1232
Edelweiss Arbtg Dir, 1533
Edelweiss Arbtg Reg, 1340
Edelweiss ASEAN Eqt Off Shore Dir, 1151
Edelweiss ASEAN Eqt Off Shore Reg, 596
Edelweiss Balanced Advtg Dir, 1561
Edelweiss Balanced Advtg Reg, 1368
Edelweiss Banking and PSU Debt Dir, 2209
Edelweiss Banking and PSU Debt Reg, 1826
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Dir,
2306
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Reg,
1966
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Dir,
2307
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Reg,
1967
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index
Dir, 2308
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index
Reg, 1968
Edelweiss CRISIL PSU+SDL 50:50 Oct 2025 Dir, 2309
Edelweiss CRISIL PSU+SDL 50:50 Oct 2025 Reg, 1969
Edelweiss Emrgng Mkt Opp Eqt Offshr Dir, 1152
Edelweiss Emrgng Mkt Opp Eqt Offshr Reg, 597
Edelweiss Eqt Svngs Dir, 1508
Edelweiss Eqt Svngs Reg, 1315
Edelweiss ETF Nifty Bank, 400
Edelweiss Eur Dyn Eqt Offshr Dir, 1153
Edelweiss Eur Dyn Eqt Offshr Reg, 598
Edelweiss Flexi Cap Dir, 812
Edelweiss Flexi Cap Reg, 194
Edelweiss Focused Eqt Dir, 813
Edelweiss Focused Eqt Reg, 195
Edelweiss Gold and Silver ETF FoF Dir, 2269
Edelweiss Gold and Silver ETF FoF Reg, 1906
Edelweiss Govt Securities Dir, 2244
Edelweiss Govt Securities Reg, 1863
Edelweiss Grtr China Eqt Off-shore Dir, 1154
Edelweiss Grtr China Eqt Off-shore Reg, 599
Edelweiss Large & Mid Cap Dir, 777
Edelweiss Large & Mid Cap Reg, 158
Edelweiss Large Cap Dir, 691
Edelweiss Large Cap Reg, 25
Edelweiss Liquid Dir, 2486
Edelweiss Liquid Reg, 2384
Edelweiss Liquid Retail, 2385
Edelweiss LT Eqt (Tax Svngs) Dir, 969
Edelweiss Mid Cap Reg, 259
Edelweiss Money Mkt Dir, 2109
Edelweiss Money Mkt Reg, 1720
Edelweiss MSCI Ind Domestic & World Helthcr 45 Dir, 1042
Edelweiss MSCI Ind Domestic & World Helthcr 45 Reg, 457
Edelweiss Nifty 100 Quality 30 Index, 496
Edelweiss Nifty 100 Quality 30 Index Dir, 1068
Edelweiss Nifty 50 Index, 26
Edelweiss Nifty 50 Index Dir, 692
Edelweiss NIFTY Large Mid Cap 250 Index Dir, 778
Edelweiss NIFTY Large Mid Cap 250 Index Reg, 159
Edelweiss Nifty Midcap150 Momentum 50 Index Dir, 877
Edelweiss Nifty Midcap150 Momentum 50 Index Reg, 260
Edelweiss Nifty Next 50 Index Dir, 693
Edelweiss Nifty Next 50 Index Reg, 27
Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index
Dir, 2310
Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index
Reg, 1970
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index
Dir, 2311
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index
Reg, 1971
Edelweiss Nifty Smallcap 250 Index Dir, 914
Edelweiss Nifty Smallcap 250 Index Reg, 302
Edelweiss Overnight Dir, 2522
Edelweiss Overnight Reg, 2428
Edelweiss Recently Listed IPO Dir, 1069
Edelweiss Recently Listed IPO Reg, 497
265
 Scorecard Index
Edelweiss Small Cap Dir, 915
Edelweiss Small Cap Reg, 303
Edelweiss US Tech Eqt FoF Dir, 1155
Edelweiss US Tech Eqt FoF Reg, 600
Edelweiss US Value Eqt Offshore Dir, 1156
Edelweiss US Value Eqt Offshore Reg, 601
Franklin Templeton Mutual Fund
Franklin Asian Eqt Dir, 1157
Franklin Asian Eqt Reg, 602
Franklin Build Ind Dir, 1025
Franklin Build Ind Reg, 436
Franklin Ind Balanced Advtg Dir, 1562
Franklin Ind Balanced Advtg Reg, 1369
Franklin Ind Banking & PSU Debt Dir, 2210
Franklin Ind Banking & PSU Debt Reg, 1827
Franklin Ind Bluechip Dir, 694
Franklin Ind Bluechip Reg, 28
Franklin Ind Corp Debt Dir, 2162
Franklin Ind Corp Debt Reg, 1778
Franklin Ind Credit Risk Dir, 2185
Franklin Ind Credit Risk Reg, 1801
Franklin Ind Credit Risk Seg Port 2 Dir, 2186
Franklin Ind Credit Risk Seg Port 2 Reg, 1802
Franklin Ind Credit Risk Seg Port 3 Dir, 2187
Franklin Ind Credit Risk Seg Port 3 Reg, 1803
Franklin Ind Debt Hybrid Dir, 1477
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Franklin Ind Debt Hybrid Reg, 1284
Franklin Ind Dyn Accrual Seg Port 2 Dir, 2135
Franklin Ind Dyn Accrual Seg Port 2 Reg, 1749
Franklin Ind Dyn Accrual Seg Port 3 Dir, 2136
Franklin Ind Dyn Accrual Seg Port 3 Reg, 1750
Franklin Ind Dyn Asset Alloc FoF Dir, 1563
Franklin Ind Dyn Asset Alloc FoF Reg, 1370
Franklin Ind Eqt Advtg Dir, 779
Franklin Ind Eqt Advtg Reg, 160
Franklin Ind Eqt Hybrid Dir, 1427
Franklin Ind Eqt Hybrid Reg, 1233
Franklin Ind Eqt Svngs Dir, 1509
Franklin Ind Eqt Svngs Reg, 1316
Franklin Ind Feeder Franklin US Opp Dir, 1158
Franklin Ind Feeder Franklin US Opp Reg, 603
Franklin Ind Feeder Templeton European Opp Dir, 1159
Franklin Ind Feeder Templeton European Opp Reg, 604
Franklin Ind Flexi Cap Dir, 814
Franklin Ind Flexi Cap Reg, 196
Franklin Ind Floating Rate Dir, 2230
Franklin Ind Floating Rate Reg, 1849
Franklin Ind Focused Eqt Dir, 815
Franklin Ind Focused Eqt Reg, 197
Franklin Ind Govt Securities Dir, 2245
Franklin Ind Govt Securities Reg, 1864
Franklin Ind Incm Opp Seg Port 2 Dir, 2033
Franklin Ind Incm Opp Seg Port 2 Reg, 1634
Franklin Ind Liquid Dir, 2487
Franklin Ind Liquid Reg, 2386
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Franklin Ind Liquid Reg, 2387
Franklin Ind Low Duration Seg Port 2 Dir, 2087
Franklin Ind Low Duration Seg Port 2 Reg, 1694
Franklin Ind Multi Asset Solution FoF Dir, 1592
Franklin Ind Multi Asset Solution FoF Reg, 1399
Franklin Ind NSE Nifty 50 Index Dir, 695
Franklin Ind NSE Nifty 50 Index Reg, 29
Franklin Ind Opportunities Dir, 1070
Franklin Ind Opportunities Reg, 498
Franklin Ind Overnight Dir, 2523
Franklin Ind Overnight Reg, 2429
Franklin Ind Pension Dir, 1465
Franklin Ind Pension Reg, 1271
Franklin Ind Prima Dir, 878
Franklin Ind Prima Reg, 261
Franklin Ind Smaller Companies Dir, 916
Franklin Ind Smaller Companies Reg, 304
Franklin Ind ST Incm Dir, 2058
Franklin Ind ST Incm Reg, 1660
Franklin Ind ST Incm Ret Seg Port 2 Reg, 1661
Franklin Ind ST Incm Ret Seg Port 3 Reg, 1662
Franklin Ind ST Incm Seg Port 2 Direct, 2059
Franklin Ind ST Incm Seg Port 3 Direct, 2060
Franklin Ind Svngs Dir, 2110
Franklin Ind Svngs Reg, 1721
Franklin Ind Taxshield Dir, 970 HDFC FMP 1861D March 2022 Dir, 2747
Franklin Ind Taxshield Reg, 364 HDFC FMP 1861D March 2022 Reg, 2639
Franklin Ind Tech Dir, 1053
Franklin Ind Tech Reg, 473
Templeton Ind Eqt Incm Dir, 1112
Templeton Ind Eqt Incm Reg, 550
Templeton Ind Value Dir, 959
Templeton Ind Value Reg, 352
HDFC Mutual Fund
HDFC Arbtg Dir, 1534
HDFC Arbtg Direct, 1535
HDFC Arbtg Reg, 1341
HDFC Arbtg Retail, 1342
HDFC Asset Allocator FoF Dir, 1593
HDFC Asset Allocator FoF Reg, 1400
HDFC Balanced Advtg Dir, 1564
HDFC Balanced Advtg Reg, 1371
HDFC Banking & Fin Srvcs Dir, 1004
HDFC Banking & Fin Srvcs Reg, 401
HDFC Banking and PSU Debt Dir, 2211
HDFC Banking and PSU Debt Reg, 1828
HDFC Business Cycle Dir, 1071
HDFC Business Cycle Reg, 499
HDFC Capital Builder Value Dir, 942
HDFC Capital Builder Value Reg, 330
HDFC Children's Gift Dir, 1428
HDFC Children's Gift Reg, 1234
HDFC Corp Bond Dir, 2163
HDFC Corp Bond Reg, 1779
HDFC Credit Risk Debt Dir, 2188
HDFC Credit Risk Debt Reg, 1804
HDFC Developed World Indexes FoF Dir, 1160
HDFC Developed World Indexes FoF Reg, 605
HDFC Dividend Yld Fund Dir, 1107
HDFC Dividend Yld Fund Reg, 545
HDFC Dyn Debt Dir, 2137
HDFC Dyn Debt Reg, 1751
HDFC Dyn PE Ratio FoF Dir, 1565
HDFC Dyn PE Ratio FoF Reg, 1372
HDFC Eqt Svngs Dir, 1510
HDFC Eqt Svngs Reg, 1317
HDFC Flexi Cap Dir, 816
HDFC Flexi Cap Reg, 198
HDFC Floating Rate Debt Dir, 2231
HDFC Floating Rate Debt Reg, 1850
HDFC FMP 1158D July 2022 Dir, 2742
HDFC FMP 1158D July 2022 Reg, 2634
HDFC FMP 1162D March 2022 Dir, 2743
HDFC FMP 1162D March 2022 Reg, 2635
HDFC FMP 1204D December 2022 Dir, 2744
HDFC FMP 1204D December 2022 Reg, 2636
HDFC FMP 1359D September 2022 Dir, 2745
HDFC FMP 1359D September 2022 Reg, 2637
HDFC FMP 1406D August 2022 Dir, 2746
HDFC FMP 1406D August 2022 Reg, 2638
HDFC FMP 1876D March 2022 Dir, 2748
HDFC FMP 1876D March 2022 Reg, 2640
HDFC FMP 3360D Mar 2014 (1) Dir, 2749
HDFC FMP 3360D Mar 2014 (1) Reg, 2641
HDFC Focused 30 Dir, 817
HDFC Focused 30 Reg, 199
HDFC Gilt Dir, 2246
HDFC Gilt Reg, 1865
HDFC Gold Dir, 2270
HDFC Gold ETF Reg, 1907
HDFC Gold Reg, 1908
HDFC Hsng Opp Dir, 1072
HDFC Hsng Opp Reg, 500
HDFC Hybrid Debt Dir, 1478
HDFC Hybrid Debt Reg, 1285
HDFC Hybrid Eqt Dir, 1429
HDFC Hybrid Eqt Reg, 1235
HDFC Income Dir, 2016
HDFC Income Reg, 1617
HDFC Index Nifty 50 Dir, 696
HDFC Index Nifty 50 Reg, 30
HDFC Index S&P BSE Sensex Dir, 697
HDFC Index S&P BSE Sensex Reg, 31
HDFC Infrastructure Dir, 1026
HDFC Infrastructure Reg, 437
HDFC Large and Mid Cap Dir, 780
HDFC Large and Mid Cap Reg, 161
HDFC Liquid Dir, 2488
BEST FUNDS 2023
 Scorecard Index
HDFC Liquid Reg, 2388
HDFC Low Duration Dir, 2088
HDFC Low Duration Reg, 1695
HDFC Medium Term Debt Dir, 2034
HDFC Medium Term Debt Reg, 1635
HDFC Mid-Cap Opp Dir, 879
HDFC Mid-Cap Opp Reg, 262
HDFC Money Mkt Dir, 2111
HDFC Money Mkt Reg, 1722
HDFC Multi Asset Dir, 1594
HDFC Multi Asset Reg, 1401
HDFC Multi Cap Dir, 1201
HDFC Multi Cap Reg, 652
HDFC NIFTY 100 Equal Wght Index Dir, 698
HDFC NIFTY 100 Equal Wght Index Reg, 32
HDFC NIFTY 100 ETF, 33
HDFC Nifty 100 Index Dir, 699
HDFC Nifty 100 Index Reg, 34
HDFC Nifty 50 ETF, 35
HDFC NIFTY Bank ETF, 402
HDFC Nifty G-sec Dec 2026 Index Dir, 2312
HDFC Nifty G-sec Dec 2026 Index Reg, 1972
HDFC Nifty G-Sec July 2031 Index Dir, 2313
HDFC Nifty G-Sec July 2031 Index Reg, 1973
HDFC Nifty G-Sec Jun 2027 Index Dir, 2314
HDFC Nifty G-Sec Jun 2027 Index Reg, 1974
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HDFC Nifty G-Sec Sep 2032 Index Dir, 2315
HDFC Nifty G-Sec Sep 2032 Index Reg, 1975
HDFC NIFTY Growth Sectors 15 ETF, 501
HDFC NIFTY IT ETF, 474
HDFC NIFTY NEXT 50 ETF, 36
HDFC NIFTY Next 50 Index Dir, 700
HDFC NIFTY Next 50 Index Reg, 37
HDFC NIFTY Private Bank ETF, 403
HDFC NIFTY100 Low Volatility 30 ETF, 38
HDFC NIFTY100 Quality 30 ETF, 502
HDFC NIFTY200 Momentum 30 ETF, 39
HDFC NIFTY50 Equal Wght Index Dir, 701
HDFC NIFTY50 Equal Wght Index Reg, 40
HDFC NIFTY50 Value 20 ETF, 331
HDFC Overnight Dir, 2524
HDFC Overnight Reg, 2430
HDFC Retrmnt Svngs Eqt Dir, 818
HDFC Retrmnt Svngs Eqt Reg, 200
HDFC Retrmnt Svngs Hybrid Debt Dir, 1479
HDFC Retrmnt Svngs Hybrid Debt Reg, 1286
HDFC Retrmnt Svngs Hybrid Eqt Dir, 1430
HDFC Retrmnt Svngs Hybrid Eqt Reg, 1236
HDFC S&P BSE Sensex ETF, 41
HDFC Silver ETF, 1931
HDFC Silver ETF FoF Dir, 2282
HDFC Silver ETF FoF Reg, 1932
HDFC Small Cap Dir, 917
HDFC Small Cap Reg, 305
HDFC ST Debt Dir, 2061
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HDFC ST Debt Reg, 1663 HSBC Low Duration Dir, 2089
HDFC Taxsaver Dir, 971 HSBC Low Duration Reg, 1696
HDFC Taxsaver Reg, 365 HSBC Managed Solutions Ind Cons Dir, 1481
HDFC Top 100 Dir, 702 HSBC Managed Solutions Ind Cons Reg, 1288
HDFC Top 100 Reg, 42 HSBC Managed Solutions Ind Moderate Dir, 1595
HDFC Ultra ST Dir, 2460 HSBC Managed Solutions Ind Moderate Reg, 1402
HDFC Ultra ST Reg, 2354 HSBC Managed Solutions India Growth Dir, 1432
HSBC Mutual Fund HSBC Managed Solutions India Growth Reg, 1238
HSBC Agrssv Hybrid Dir, 1431 HSBC Medium Duration Dir, 2035
HSBC Agrssv Hybrid Reg, 1237 HSBC Medium Duration Reg, 1636
HSBC Arbtg Dir, 1536 HSBC Medium to Long Duration Dir, 2017
HSBC Arbtg Reg, 1343 HSBC Medium to Long Duration Reg, 1618
+6%&$VLD3DFL¿F ([-DSDQ 'LY<OG'LU HSBC Midcap Dir, 880
+6%&$VLD3DFL¿F ([-DSDQ 'LY<OG5HJ HSBC Midcap Reg, 263
HSBC Balanced Advtg Dir, 1566 HSBC Money Mkt Dir, 2112
HSBC Balanced Advtg Reg, 1373 HSBC Money Mkt Reg, 1723
HSBC Banking & PSU Debt Dir, 2212 HSBC Nifty 50 Index Dir, 704
HSBC Banking & PSU Debt Reg, 1829 HSBC Nifty 50 Index Reg, 44
HSBC Brazil Dir, 1162 HSBC Nifty Next 50 Index Dir, 705
HSBC Brazil Reg, 607 HSBC Nifty Next 50 Index Reg, 45
HSBC Business Cycles Dir, 1073 HSBC Overnight Dir, 2525
HSBC Business Cycles Reg, 503 HSBC Overnight Reg, 2431
HSBC Cons Hybrid Dir, 1480 HSBC SD Dir, 2062
HSBC Cons Hybrid Reg, 1287 HSBC SD Reg, 1664
HSBC Corp Bond Dir, 2164 HSBC Small Cap Dir, 918
HSBC Corp Bond Reg, 1780 HSBC Small Cap Reg, 306
HSBC Credit Risk Dir, 2189 HSBC Tax Saver Eqt Dir, 973
HSBC Credit Risk Reg, 1805 HSBC Tax Saver Eqt Reg, 367
HSBC CRISIL IBX 50:50 Gilt+SDL Apr 2028 Dir, 2316 HSBC Ultra SD Dir, 2461
HSBC CRISIL IBX 50:50 Gilt+SDL Apr 2028 Reg, 1976 HSBC Ultra SD Reg, 2355
HSBC Dyn Bond Dir, 2138 HSBC Value Dir, 943
HSBC Dyn Bond Reg, 1752 HSBC Value Reg, 332
HSBC ELSS Dir, 972 ICICI Prudential Mutual Fund
HSBC ELSS Reg, 366 Bhrt 22 ETF, 17
HSBC Eqt Svngs Dir, 1511 ICICI Pru All Seasons Bond Dir, 2139
HSBC Eqt Svngs Reg, 1318 ICICI Pru All Seasons Bond Reg, 1753
HSBC Flexi Cap Dir, 819 ICICI Pru All Seasons Bond Ret, 1754
HSBC Flexi Cap Reg, 201 ICICI Pru Asset Allocator (FOF) Dir, 1596
HSBC Focused Dir, 820 ICICI Pru Asset Allocator (FOF) Reg, 1403
HSBC Focused Reg, 202 ICICI Pru Balanced Advtg Dir, 1567
HSBC Gilt Dir, 2247 ICICI Pru Balanced Advtg Reg, 1374
HSBC Gilt Reg, 1866 ICICI Pru Banking & Fin Srvces Dir, 1005
HSBC Global Emrgng Mkts Dir, 1163 ICICI Pru Banking & Fin Srvces Reg, 404
HSBC Global Emrgng Mkts Reg, 608 ICICI Pru Banking & PSU Debt Dir, 2213
HSBC Global Eqt Climate Change FoF Dir, 1164 ICICI Pru Banking & PSU Debt Reg, 1830
HSBC Global Eqt Climate Change FoF Reg, 609 ICICI Pru Bhrt 22 FOF Dir, 706
HSBC Infra Dir, 1027 ICICI Pru Bhrt 22 FOF Reg, 46
HSBC Infra Reg, 438 ICICI Pru Bhrt Consmpn Dir, 1127
HSBC Large and Mid Cap Dir, 781 ICICI Pru Bhrt Consmpn Reg, 568
HSBC Large and Mid Cap Reg, 162 ICICI Pru Bluechip Dir, 707
HSBC Large Cap Dir, 703 ICICI Pru Bluechip Reg, 47
HSBC Large Cap Reg, 43 ICICI Pru Bond Dir, 2018
HSBC Liquid Dir, 2489 ICICI Pru Bond Reg, 1619
HSBC Liquid Reg, 2390 ICICI Pru Business Cycle, 504
HSBC Liquid, 2389 ICICI Pru Business Cycle Dir, 1074
267
 Scorecard Index
ICICI Pru Child Care Gift Dir, 1433
ICICI Pru Child Care Gift Reg, 1239
ICICI Pru Commodities Dir, 1075
ICICI Pru Commodities Reg, 505
ICICI Pru Constant Mtrty Gilt Dir, 2263
ICICI Pru Constant Mtrty Gilt Reg, 1896
ICICI Pru Corp Bond Dir, 2165
ICICI Pru Corp Bond Reg, 1781
ICICI Pru Credit Risk Dir, 2190
ICICI Pru Credit Risk Reg, 1806
ICICI Pru Debt Management (FOF) Dir, 2019
ICICI Pru Debt Management (FOF) Reg, 1620
ICICI Pru Dividend Yld Eqt Dir, 1108
ICICI Pru Dividend Yld Eqt Reg, 546
ICICI Pru Eqt & Debt Dir, 1434
ICICI Pru Eqt & Debt Reg, 1240
ICICI Pru Eqt Arbtg, 1344
ICICI Pru Eqt Arbtg Dir, 1537
ICICI Pru Eqt Svngs Dir, 1512
ICICI Pru Eqt Svngs Reg, 1319
ICICI Pru ESG, 667
ICICI Pru ESG Dir, 1216
ICICI Pru Exports & Srvces Dir, 1076
ICICI Pru Exports & Srvces Reg, 506
ICICI Pru Flexicap, 203
ICICI Pru Flexicap Dir, 821
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ICICI Pru Floating Interest Dir, 2232
ICICI Pru Floating Interest Reg, 1851
ICICI Pru FMCG Dir, 1077
ICICI Pru FMCG Reg, 507
ICICI Pru FMP 74 9Y U Dir, 2750
ICICI Pru FMP 74 9Y U Reg, 2642
ICICI Pru FMP 83 1735D P Dir, 2751
ICICI Pru FMP 83 1735D P Reg, 2643
ICICI Pru FMP 85 10Y I Dir, 2752
ICICI Pru FMP 85 10Y I Reg, 2644
ICICI Pru FMP 87 1141D G, 2645
ICICI Pru FMP 87 1141D G Dir, 2753
ICICI Pru FMP 87 1174D B, 2646
ICICI Pru FMP 87 1174D B Dir, 2754
ICICI Pru FMP 87 1214D A, 2647
ICICI Pru FMP 87 1214D A Dir, 2755
ICICI Pru FMP 88 1226D F, 2648
ICICI Pru FMP 88 1226D F Dir, 2756
ICICI Pru FMP 88 226D E, 2649
ICICI Pru FMP 88 226D E Dir, 2757
ICICI Pru FMP 88 91D G, 2650
ICICI Pru FMP 88 91D G Dir, 2758
ICICI Pru Focused Eqt Dir, 822
ICICI Pru Focused Eqt Reg, 204
ICICI Pru Gilt Dir, 2248
ICICI Pru Gilt Reg, 1867
ICICI Pru Global Advtg (FOF) Dir, 1165
ICICI Pru Global Advtg (FOF) Reg, 610
ICICI Pru Global Stable Eqt (FOF) Dir, 1166
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ICICI Pru Global Stable Eqt (FOF) Reg, 611
ICICI Pru Gold ETF Reg, 1909
ICICI Pru Hsng Opp, 508
ICICI Pru Hsng Opp Dir, 1078
ICICI Pru Incm Optimizer (FOF) Dir, 1482
ICICI Pru Incm Optimizer (FOF) Reg, 1289
ICICI Pru Ind Eqt FOF, 205
ICICI Pru Ind Eqt FOF Dir, 823
ICICI Pru Ind Opp Dir, 1079
ICICI Pru Ind Opp Reg, 509
ICICI Pru Infrastructure Dir, 1028
ICICI Pru Infrastructure Reg, 439
ICICI Pru Large & Mid Cap Dir, 782
ICICI Pru Large & Mid Cap Reg, 163
ICICI Pru Liquid Dir, 2490
ICICI Pru Liquid Reg, 2391
ICICI Pru LT Bond Dir, 2011
ICICI Pru LT Bond Reg, 1612
ICICI Pru LT Eqt (Tax Svng), 368
ICICI Pru LT Eqt (Tax Svng) Dir, 974
ICICI Pru LT Wealth Enhancement Dir, 2595
ICICI Pru LT Wealth Enhancement Reg, 2557
ICICI Pru Manufacturing, 510
ICICI Pru Manufacturing Dir, 1080
ICICI Pru Medium Term Bond Dir, 2036
ICICI Pru Medium Term Bond Reg, 1637 ICICI Pru Nifty PSU Bond + SDL Sep 2027 40:60 Index Dir,
ICICI Pru Midcap Dir, 881 2318
ICICI Pru Midcap Reg, 264
ICICI Pru MNC Dir, 1115
ICICI Pru MNC Reg, 553
ICICI Pru Money Mkt Dir, 2113
ICICI Pru Money Mkt Reg, 1724
ICICI Pru Multi Asset Dir, 1597
ICICI Pru Multi Asset Reg, 1404
ICICI Pru Multicap Dir, 1202
ICICI Pru Multicap Reg, 653
ICICI Pru NASDAQ 100 Index, 612
ICICI Pru NASDAQ 100 Index Dir, 1167
ICICI Pru Nifty 10 yr Benchmark G-Sec ETF, 1897
ICICI Pru Nifty 100 ETF, 48
ICICI Pru Nifty 100 Low Volatility 30 ETF, 49
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF, 50
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF Dir, 708
ICICI Pru Nifty 200 Momentum 30 ETF, 51
ICICI Pru Nifty 200 Momentum 30 Index, 52
ICICI Pru Nifty 200 Momentum 30 Index Dir, 709
ICICI Pru Nifty 5 yr Benchmark G-SEC ETF, 1868
ICICI Pru Nifty 50 ETF, 53
ICICI Pru Nifty 50 Index, 54
ICICI Pru Nifty 50 Index Dir, 710
ICICI Pru Nifty Alpha Low Volatility 30 ETF, 55
ICICI Pru Nifty Alpha Low Volatility 30 ETF FOF, 56
ICICI Pru Nifty Alpha Low Volatility 30 ETF FOF Dir, 711
ICICI Pru Nifty Auto ETF, 511
ICICI Pru Nifty Auto Index Dir, 1081
ICICI Pru Nifty Auto Index Reg, 512
ICICI Pru Nifty Bank ETF, 405
ICICI Pru Nifty Bank Index, 406
ICICI Pru Nifty Bank Index Dir, 1006
ICICI Pru Nifty Commodities ETF, 513
ICICI Pru Nifty Fin Srvices Ex-Bank ETF, 407
ICICI Pru Nifty FMCG ETF, 514
ICICI Pru Nifty G-Sec Dec 2030 Index, 1977
ICICI Pru Nifty G-Sec Dec 2030 Index Dir, 2317
ICICI Pru Nifty Helthcr ETF, 458
ICICI Pru Nifty India Consmpn ETF, 569
ICICI Pru Nifty Infra ETF, 440
ICICI Pru Nifty IT ETF, 475
ICICI Pru Nifty IT Index, 476
ICICI Pru Nifty IT Index Dir, 1054
ICICI Pru Nifty Midcap 150 ETF, 265
ICICI Pru Nifty Midcap 150 Index, 266
ICICI Pru Nifty Midcap 150 Index Dir, 882
ICICI Pru Nifty Next 50 ETF, 57
ICICI Pru Nifty Next 50 Index Dir, 712
ICICI Pru Nifty Next 50 Index Reg, 58
ICICI Pru Nifty Pharma Index, 459
ICICI Pru Nifty Pharma Index Dir, 1043
ICICI Pru Nifty Private Bank ETF, 408
ICICI Pru Nifty PSU Bond + SDL Sep 2027 40:60 Index, 1978
ICICI Pru Nifty SDL Dec 2028 Index, 1979
ICICI Pru Nifty SDL Dec 2028 Index Dir, 2319
ICICI Pru Nifty SDL Sep 2026 Index, 1980
ICICI Pru Nifty SDL Sep 2026 Index Dir, 2320
ICICI Pru Nifty SDL Sep 2027 Index, 1981
ICICI Pru Nifty SDL Sep 2027 Index Dir, 2321
ICICI Pru Nifty Smallcap 250 Index, 307
ICICI Pru Nifty Smallcap 250 Index Dir, 919
ICICI Pru Nifty50 Equal Wght Index, 59
ICICI Pru Nifty50 Equal Wght Index Dir, 713
ICICI Pru Nifty50 Value 20 ETF, 333
ICICI Pru Overnight Dir, 2526
ICICI Pru Overnight Reg, 2432
ICICI Pru Passive Multi-Asset FoF, 1405
ICICI Pru Passive Multi-Asset FoF Dir, 1598
ICICI Pru Passive Strategy (FOF), 206
ICICI Pru Passive Strategy (FOF) Dir, 824
ICICI Pru Pharma Hlthcr & Diagn Dir, 1044
ICICI Pru Pharma Hlthcr & Diagn Reg, 460
ICICI Pru PSU Eqt, 561
ICICI Pru PSU Eqt Dir, 1121
ICICI Pru Quant, 515
ICICI Pru Quant Dir, 1082
ICICI Pru Regular Gold Svngs (FOF), 1910
ICICI Pru Regular Gold Svngs (FOF) Dir, 2271
ICICI Pru Regular Svngs Dir, 1483
ICICI Pru Regular Svngs Reg, 1290
ICICI Pru Retrmnt Hybrid Agrsv, 1241
BEST FUNDS 2023
 Scorecard Index
ICICI Pru Retrmnt Hybrid Agrsv Dir, 1435
ICICI Pru Retrmnt Hybrid Cons, 1291
ICICI Pru Retrmnt Hybrid Cons Dir, 1484
ICICI Pru Retrmnt Pure Debt, 1638
ICICI Pru Retrmnt Pure Debt Dir, 2037
ICICI Pru Retrmnt Pure Eqt, 207
ICICI Pru Retrmnt Pure Eqt Dir, 825
ICICI Pru S&P BSE 500 ETF, 208
ICICI Pru S&P BSE 500 ETF FOF, 209
ICICI Pru S&P BSE 500 ETF FOF Dir, 826
ICICI Pru S&P BSE Liquid Rate ETF, 2392
ICICI Pru S&P BSE Midcap Select ETF, 164
ICICI Pru S&P BSE Sensex ETF, 60
ICICI Pru S&P BSE Sensex Index, 61
ICICI Pru S&P BSE Sensex Index Dir, 714
ICICI Pru Silver ETF, 1933
ICICI Pru Silver ETF FoF, 1934
ICICI Pru Silver ETF FoF Dir, 2283
ICICI Pru Smallcap, 308
ICICI Pru Smallcap Dir, 920
ICICI Pru ST Dir, 2063
ICICI Pru ST Reg, 1665
ICICI Pru Strategic Metal and Energy Eqt FoF, 613
ICICI Pru Strategic Metal and Energy Eqt FoF Dir, 1168
ICICI Pru Svngs, 1697
ICICI Pru Svngs Dir, 2090
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ICICI Pru Technology Dir, 1055
ICICI Pru Technology Reg, 477
ICICI Pru Thematic Advtg (FOF), 516
ICICI Pru Thematic Advtg (FOF) Dir, 1083
ICICI Pru Transportation and Logistics, 517
ICICI Pru Transportation and Logistics Dir, 1084 IDFC Asset Allocation Cons Reg, 1292
ICICI Pru Ultra ST, 2356
ICICI Pru Ultra ST Dir, 2462
ICICI Pru US Bluechip Eqt Dir, 1169
ICICI Pru US Bluechip Eqt Reg, 614
ICICI Pru Value Discovery Dir, 944
ICICI Pru Value Discovery Reg, 334
IDBI Mutual Fund
IDBI Banking & Fin Srvices Dir, 1007
IDBI Banking & Fin Srvices Reg, 409
IDBI Credit Risk Dir, 2191
IDBI Credit Risk Reg, 1807
IDBI Dividend Yld Dir, 1109
IDBI Dividend Yld Reg, 547
IDBI Eqt Advtg Dir, 975
IDBI Eqt Advtg Reg, 369
IDBI Eqt Svngs Dir, 1513
IDBI Eqt Svngs Reg, 1320
IDBI Flexi Cap Dir, 827
IDBI Flexi Cap Reg, 210
IDBI Focused 30 Eqt Dir, 715
IDBI Focused 30 Eqt Reg, 62
IDBI Gold Dir, 2272
IDBI Gold ETF, 1911
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IDBI Gold Reg, 1912 IDFC CRISIL Gilt 2028 Index Reg, 1983
IDBI Helthcr Dir, 1045 IDFC CRISIL IBX 90:10 SDL+Gilt- April 2032 Index Dir, 2324
IDBI Helthcr Reg, 461 IDFC CRISIL IBX 90:10 SDL+Gilt- April 2032 Index Reg, 1984
IDBI Hybrid Eqt Dir, 1436 IDFC CRISIL IBX 90:10 SDL+Gilt- November 2026 Index
IDBI Hybrid Eqt Reg, 1242 Dir, 2325
IDBI Ind Top 100 Eqt Dir, 716 IDFC CRISIL IBX 90:10 SDL+Gilt- November 2026 Index
IDBI Ind Top 100 Eqt Reg, 63 Reg, 1985
IDBI Liquid Dir, 2491 IDFC CRISIL IBX 90:10 SDL+Gilt-September 2027 Index
Dir, 2326
IDBI Liquid Reg, 2393
IDFC CRISIL IBX 90:10 SDL+Gilt-September 2027 Index
IDBI LT Value Dir, 945
Reg, 1986
IDBI LT Value Reg, 335
IDFC Crisil IBX Gilt April 2026 Index Dir, 2327
IDBI Midcap Dir, 883
IDFC Crisil IBX Gilt April 2026 Index Reg, 1987
IDBI Midcap Reg, 267
IDFC Dyn Bond Dir, 2140
IDBI Nifty Index Dir, 717
IDFC Dyn Bond Reg, 1755
IDBI Nifty Index Reg, 64
IDFC Emrgng Businesses Dir, 922
IDBI Nifty Junior Index Dir, 718
IDFC Emrgng Businesses Reg, 310
IDBI Nifty Junior Index Reg, 65
IDFC Eqt Svngs Dir, 1514
IDBI Small Cap Dir, 921
IDFC Eqt Svngs Reg, 1321
IDBI Small Cap Reg, 309
IDFC Flexi Cap Dir, 828
IDBI ST Bond Dir, 2064
IDFC Flexi Cap Reg, 211
IDBI ST Bond Reg, 1666
IDFC Floating Rate Dir, 2233
IDBI Ultra ST Dir, 2463
IDFC Floating Rate Reg, 1852
IDBI Ultra ST Reg, 2357
IDFC Focused Equity Dir, 829
IDFC Mutual Fund
IDFC Focused Equity Reg, 212
IDFC All Seasons Bond Dir, 2065
IDFC FTP 179 Dir, 2759
IDFC All Seasons Bond Reg, 1667
IDFC FTP 179 Reg, 2651
IDFC Arbtg Dir, 1538
IDFC Govt Securities Constant Mtrty Dir, 2264
IDFC Arbtg Reg, 1345
IDFC Govt Securities Constant Mtrty Reg, 1898
IDFC Asset Allocation Agrssv Dir, 1437
IDFC GSF Investment Dir, 2249
IDFC Asset Allocation Agrssv Reg, 1243
IDFC GSF Investment Reg, 1869
IDFC Asset Allocation Cons Dir, 1485
IDFC Hybrid Eqt Dir, 1438
IDFC Hybrid Eqt Reg, 1244
IDFC Asset Allocation Moderate Dir, 1466
IDFC Infra Dir, 1029
IDFC Asset Allocation Moderate Reg, 1272
IDFC Infra Reg, 441
IDFC Balanced Advtg Dir, 1568
IDFC Large Cap Dir, 719
IDFC Balanced Advtg Reg, 1375
IDFC Large Cap Reg, 66
IDFC Banking & PSU Debt Dir, 2214
IDFC Low Duration Dir, 2091
IDFC Banking & PSU Debt Reg, 1831
IDFC Low Duration Reg, 1698
IDFC Bond Incm Dir, 2020
IDFC Midcap Dir, 884
IDFC Bond Incm Reg, 1621
IDFC Midcap Reg, 268
IDFC Bond Medium Term Dir, 2038
IDFC Money Manager Dir, 2114
IDFC Bond Medium Term Reg, 1639
IDFC Money Manager Reg, 1725
IDFC Bond ST Dir, 2066
IDFC Multi Cap Dir, 1203
IDFC Bond ST Reg, 1668
IDFC Multi Cap Reg, 654
IDFC Cash Dir, 2492
IDFC Nifty 100 Index Dir, 720
IDFC Cash Reg, 2394
IDFC Nifty 100 Index Reg, 67
IDFC Core Eqt Dir, 783
IDFC Nifty 50 ETF, 68
IDFC Core Eqt Reg, 165
IDFC Nifty 50 Index Dir, 721
IDFC Corp Bond Dir, 2166
IDFC Nifty 50 Index Reg, 69
IDFC Corp Bond Reg, 1782
IDFC Nifty100 Low Volatility 30 Index Dir, 722
IDFC Credit Risk Dir, 2192
IDFC Nifty100 Low Volatility 30 Index Reg, 70
IDFC Credit Risk Reg, 1808
IDFC Nifty200 Momentum 30 Index Dir, 723
IDFC CRISIL Gilt 2027 Index Dir, 2322
IDFC Nifty200 Momentum 30 Index Reg, 71
IDFC CRISIL Gilt 2027 Index Reg, 1982
IDFC Overnight Dir, 2527
IDFC CRISIL Gilt 2028 Index Dir, 2323
IDFC Overnight Reg, 2433
269
 Scorecard Index
IDFC Regular Svngs Dir, 1486
IDFC Regular Svngs Reg, 1293
IDFC S&P BSE Sensex ETF, 72
IDFC Sterling Value Dir, 946
IDFC Sterling Value Reg, 336
IDFC Tax Advtg (ELSS) Dir, 976
IDFC Tax Advtg (ELSS) Reg, 370
IDFC Transportation and Logistics Dir, 1085
IDFC Transportation and Logistics Reg, 518
IDFC Ultra ST Dir, 2464
IDFC Ultra ST Reg, 2358
IDFC US Eqt FoF Dir, 1170
IDFC US Eqt FoF Reg, 615
IIFL Mutual Fund
IIFL Dyn Bond Dir, 2141
IIFL Dyn Bond Reg, 1756
IIFL Focused Eqt Dir, 830
IIFL Focused Eqt Reg, 213
IIFL Liquid Dir, 2493
IIFL Liquid Reg, 2395
IIFL Quant Dir, 1086
IIFL Quant Reg, 519
Indiabulls Mutual Fund
Indiabulls Arbtg Dir, 1539
Indiabulls Arbtg Reg, 1346
Indiabulls Bluechip Dir, 724
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Indiabulls Bluechip Reg, 73
Indiabulls Dyn Bond Dir, 2142
Indiabulls Dyn Bond Reg, 1757
Indiabulls Eqt Hybrid Dir, 1439
Indiabulls Eqt Hybrid Reg, 1245
Indiabulls Liquid Dir, 2494
Indiabulls Liquid Reg, 2396
Indiabulls Nifty 50 ETF, 74
Indiabulls Overnight Dir, 2528
Indiabulls Overnight Reg, 2434
Indiabulls Short Term Dir, 2067
Indiabulls Short Term Reg, 1669
Indiabulls Tax Svngs Dir, 977
Indiabulls Tax Svngs Reg, 371
Indiabulls Value Dir, 947
Indiabulls Value Reg, 337
Invesco Mutual Fund
Invesco (I) Global Eqt Incm FoF Dir, 1171
Invesco (I) Global Eqt Incm FoF Reg, 616
Invesco Ind Arbtg Dir, 1540
Invesco Ind Arbtg Reg, 1347
Invesco Ind Banking & PSU Debt Dir, 2215
Invesco Ind Banking & PSU Debt Reg, 1832
Invesco Ind Contra Dir, 948
Invesco Ind Contra Reg, 338
Invesco Ind Corp Bond Dir, 2167
Invesco Ind Corp Bond Reg, 1783
Invesco Ind Credit Risk Dir, 2193
Invesco Ind Credit Risk Reg, 1809
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Invesco Ind Dyn Eqt Dir, 1569
Invesco Ind Dyn Eqt Reg, 1376
Invesco Ind Eqt & Bond Dir, 1440
Invesco Ind Eqt & Bond Reg, 1246
Invesco Ind Eqt Svngs Dir, 1515
Invesco Ind Eqt Svngs Reg, 1322
Invesco Ind ESG Eqt Dir, 1217
Invesco Ind ESG Eqt Reg, 668
Invesco Ind Fin Srvices Dir, 1008
Invesco Ind Fin Srvices Reg, 410
Invesco Ind Flexi Cap Dir, 831
Invesco Ind Flexi Cap Reg, 214
Invesco Ind Focused 20 Eqt Dir, 832
Invesco Ind Focused 20 Eqt Reg, 215
Invesco Ind Gilt Dir, 2250
Invesco Ind Gilt Reg, 1870
Invesco Ind Gold Dir, 2273
Invesco Ind Gold ETF, 1913
Invesco Ind Gold Reg, 1914
Invesco Ind Growth Opp Dir, 784
Invesco Ind Growth Opp Reg, 166
Invesco Ind Infra Dir, 1030
Invesco Ind Infra Reg, 442
Invesco Ind Largecap Dir, 725
Invesco Ind Largecap Reg, 75
Invesco Ind Liquid Dir, 2495
Invesco Ind Liquid Reg, 2397
Invesco Ind Liquid Ret, 2398
Invesco Ind Medium Duration Dir, 2039
Invesco Ind Medium Duration Reg, 1640
Invesco Ind Midcap Dir, 885
Invesco Ind Midcap Reg, 269
Invesco Ind Money Mkt, 1726
Invesco Ind Money Mkt Dir, 2115
Invesco Ind Money Mkt Reg, 1727
Invesco Ind Multicap Dir, 1204
Invesco Ind Multicap Reg, 655
Invesco Ind Nifty 50 ETF, 76
Invesco Ind Overnight Dir, 2529
Invesco Ind Overnight Reg, 2435
Invesco Ind Pan Eur Eqt FoF Dir, 1172
Invesco Ind Pan Eur Eqt FoF Reg, 617
Invesco Ind PSU Eqt Dir, 1122
Invesco Ind PSU Eqt Reg, 562
Invesco Ind Smallcap Dir, 923
Invesco Ind Smallcap Reg, 311
Invesco Ind ST Dir, 2068
Invesco Ind ST Reg, 1670
Invesco Ind Tax Plan Dir, 978
Invesco Ind Tax Plan Reg, 372
Invesco Ind Treasury Advtg Dir, 2092
Invesco Ind Treasury Advtg Reg, 1699
Invesco Ind Treasury Advtg Ret, 1700
Invesco Ind Ultra ST Dir, 2465
Invesco Ind Ultra ST Reg, 2359
Invesco Ind-Invesco Global Consumer Trends FoF Dir, 1173
Invesco Ind-Invesco Global Consumer Trends FoF Reg, 618
Invesco Ind-Invsco EQQQ NSDQ-100 ETF FoF Dir, 1174
Invesco Ind-Invsco EQQQ NSDQ-100 ETF FoF Reg, 619
ITI Mutual Fund
ITI Arbtg Dir, 1541
ITI Arbtg Reg, 1348
ITI Balanced Advtg Dir, 1570
ITI Balanced Advtg Reg, 1377
ITI Banking & PSU Debt Dir, 2216
ITI Banking & PSU Debt Reg, 1833
ITI Banking and Fin Srvices Dir, 1009
ITI Banking and Fin Srvices Reg, 411
ITI Cons Hybrid Dir, 1487
ITI Cons Hybrid Reg, 1294
ITI Dyn Bond Dir, 2143
ITI Dyn Bond Reg, 1758
ITI Large Cap Dir, 726
ITI Large Cap Reg, 77
ITI Liquid Dir, 2496
ITI Liquid Reg, 2399
ITI LT Eqt Dir, 979
ITI LT Eqt Reg, 373
ITI Mid Cap Dir, 886
ITI Mid Cap Reg, 270
ITI Multi Cap Dir, 1205
ITI Multi Cap Reg, 656
ITI Overnight Dir, 2530
ITI Overnight Reg, 2436
ITI Pharma and Helthcr Dir, 1046
ITI Pharma and Helthcr Reg, 462
ITI Small Cap Dir, 924
ITI Small Cap Reg, 312
ITI Ultra SD Dir, 2466
ITI Ultra SD Reg, 2360
ITI Value Dir, 949
ITI Value Reg, 339
JM Financial Mutual Fund
JM Arbtg Dir, 1542
JM Arbtg Reg, 1349
JM Dyn Bond Dir, 2144
JM Dyn Bond Reg, 1759
JM Eqt Hybrid Dir, 1441
JM Eqt Hybrid Reg, 1247
JM Flexicap Dir, 833
JM Flexicap Reg, 216
JM Focused Dir, 727
JM Focused Reg, 78
JM Large Cap Dir, 728
JM Large Cap Reg, 79
JM Liquid Dir, 2497
JM Liquid Reg, 2400
JM Low Duration Dir, 2093
JM Low Duration Reg, 1701
JM Medium to Long Duration Dir, 2021
BEST FUNDS 2023
 Scorecard Index
JM Medium to Long Duration Reg, 1622
JM Midcap Dir, 887
JM Midcap Reg, 271
JM Overnight Dir, 2531
JM Overnight Reg, 2437
JM SD Dir, 2069
JM SD Reg, 1671
JM Tax Gain Dir, 980
JM Tax Gain Reg, 374
JM Value Dir, 950
JM Value Reg, 340
Kotak Mahindra Mutual Fund
Kotak All Weather Debt FOF Dir, 2145
Kotak All Weather Debt FOF Reg, 1760
Kotak Balanced Advtg Dir, 1571
Kotak Balanced Advtg Reg, 1378
Kotak Banking & PSU Debt Dir, 2217
Kotak Banking & PSU Debt Reg, 1834
Kotak Bluechip Dir, 729
Kotak Bluechip Reg, 80
Kotak Bond Dir, 2022
Kotak Bond Reg, 1623
Kotak Bond ST Dir, 2070
Kotak Bond ST Reg, 1672
Kotak Business Cycle Dir, 1087
Kotak Business Cycle Reg, 520
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Kotak Corp Bond Dir, 2168
Kotak Corp Bond Reg, 1784
Kotak Credit Risk Dir, 2194
Kotak Credit Risk Reg, 1810
Kotak Debt Hybrid Dir, 1488
Kotak Debt Hybrid Reg, 1295
Kotak Dyn Bond Dir, 2146
Kotak Dyn Bond Reg, 1761
Kotak Emrgng Eqt Dir, 888
Kotak Emrgng Eqt Reg, 272
Kotak Eqt Arbtg Dir, 1543
Kotak Eqt Arbtg Reg, 1350
Kotak Eqt Hybrid Dir, 1442
Kotak Eqt Hybrid Reg, 1248
Kotak Eqt Opp Dir, 785
Kotak Eqt Opp Reg, 167
Kotak Eqt Svngs Dir, 1516
Kotak Eqt Svngs Reg, 1323
Kotak ESG Opp Dir, 1218
Kotak ESG Opp Reg, 669
Kotak Flexicap Dir, 834
Kotak Flexicap Reg, 217
Kotak Floating Rate Dir, 2234
Kotak Floating Rate Reg, 1853
Kotak FMP 292 1735D Dir, 2760
Kotak FMP 292 1735D Reg, 2652
Kotak FMP Series 297 - 157 Days Dir, 2761
Kotak FMP Series 297 - 157 Days Reg, 2653
Kotak FMP Series 299 - 108 D Dir, 2762
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Kotak FMP Series 299 - 108 Days Reg, 2654
Kotak FMP Sr 300-1223 D Dir, 2763
Kotak FMP Sr 300-1223 D Reg, 2655
Kotak FMP Sr 302-90 D Dir, 2764
Kotak FMP Sr 302-90 D Reg, 2656
Kotak Focused Eqt Dir, 835
Kotak Focused Eqt Reg, 218
Kotak Gilt Inv Dir, 2251
Kotak Gilt Inv PF & Trust, 1871
Kotak Gilt Inv PF & Trust Dir, 2252
Kotak Gilt Inv Reg, 1872
Kotak Global Emrgng Mkt Dir, 1175
Kotak Global Emrgng Mkt Reg, 620
Kotak Global Innovation FoF Dir, 1176
Kotak Global Innovation FoF Reg, 621
Kotak Gold Dir, 2274
Kotak Gold ETF, 1915
Kotak Gold Reg, 1916
Kotak Ind EQ Contra Dir, 951
Kotak Ind EQ Contra Reg, 341
Kotak Ind Growth 4 Dir, 2619
Kotak Ind Growth 4 Reg, 2582
Kotak Infra & Eco Reform Dir, 1031
Kotak Infra & Eco Reform Reg, 443
Kotak Intl REIT FOF Dir, 1177
Kotak Intl REIT FOF Reg, 622 LIC MF Arbtg Reg, 1351
LIC MF Balanced Advtg Dir, 1572
Kotak Liquid Dir, 2498
Kotak Liquid Reg, 2401 LIC MF Balanced Advtg Reg, 1379
Kotak Low Duration Dir, 2094
Kotak Low Duration Reg, 1702
Kotak Manufacture in India Dir, 1088
Kotak Manufacture in India Reg, 521
Kotak Medium Term Dir, 2040
Kotak Medium Term Reg, 1641
Kotak Money Mkt Dir, 2116
Kotak Money Mkt Reg, 1728
Kotak Multi Asset Allocator FoF- Dyn Dir, 1599
Kotak Multi Asset Allocator FoF- Dyn Reg, 1406
Kotak Multicap Dir, 1206
Kotak Multicap Reg, 657
Kotak Nasdaq 100 FOF Dir, 1178
Kotak Nasdaq 100 FOF Reg, 623
Kotak Nifty 100 Low Volatility 30 ETF, 81
Kotak Nifty 50 ETF, 82
Kotak Nifty 50 Index Dir, 730
Kotak Nifty 50 Index Reg, 83
Kotak Nifty 50 Value 20 ETF, 342
Kotak Nifty Alpha 50 ETF, 84
Kotak Nifty Bank ETF, 412
Kotak NIFTY Ind Consmpn ETF, 570
Kotak Nifty IT ETF, 478
Kotak Nifty Midcap 50 ETF, 273
Kotak Nifty MNC ETF, 554
Kotak Nifty Next 50 Index Dir, 731
Kotak Nifty Next 50 Index Reg, 85
Kotak Nifty PSU Bank ETF, 413
Kotak Nifty SDL Apr 2027 Top 12 Eql Wght Dir, 2328
Kotak Nifty SDL Apr 2027 Top 12 Eql Wght Reg, 1988
Kotak Nifty SDL Apr 2032 Top 12 Eql Wght Dir, 2329
Kotak Nifty SDL Apr 2032 Top 12 Eql Wght Reg, 1989
Kotak Nifty SDL Jul 2026 Index Dir, 2330
Kotak Nifty SDL Jul 2026 Index Reg, 1990
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index
Dir, 2331
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index
Reg, 1991
Kotak Overnight Dir, 2532
Kotak Overnight Reg, 2438
Kotak Pioneer Dir, 1089
Kotak Pioneer Reg, 522
Kotak S&P BSE Sensex ETF, 86
Kotak Silver ETF, 1935
Kotak Small Cap Dir, 925
Kotak Small Cap Reg, 313
Kotak Svngs Dir, 2467
Kotak Svngs Reg, 2361
Kotak Tax Saver Dir, 981
Kotak Tax Saver Reg, 375
LIC Mutual Fund
LIC MF Arbtg Dir, 1544
LIC MF Banking & Fin Srvices Dir, 1010
LIC MF Banking & Fin Srvices Reg, 414
LIC MF Banking & PSU Debt Dir, 2218
LIC MF Banking & PSU Debt Reg, 1835
LIC MF Bond Dir, 2023
LIC MF Bond Reg, 1624
LIC MF Children's Gift Dir, 1443
LIC MF Children's Gift Reg, 1249
LIC MF Debt Hybrid Dir, 1489
LIC MF Debt Hybrid Reg, 1296
LIC MF Eqt Hybrid Dir, 1444
LIC MF Eqt Hybrid Reg, 1250
LIC MF Flexi Cap Dir, 836
LIC MF Flexi Cap Reg, 219
LIC MF GSF, 1873
LIC MF GSF Dir, 2253
LIC MF GSF PF, 1874
LIC MF Infrastructure Dir, 1032
LIC MF Infrastructure Reg, 444
LIC MF Large & Mid Cap Dir, 786
LIC MF Large & Mid Cap Reg, 168
LIC MF Large Cap Dir, 732
LIC MF Large Cap Reg, 87
LIC MF Liquid Dir, 2499
LIC MF Liquid Reg, 2402
LIC MF Money Mkt Dir, 2117
LIC MF Money Mkt Reg, 1729
LIC MF Multi Cap Dir, 1207
271
 Scorecard Index
LIC MF Multi Cap Reg, 658 Mahindra Mnulife Rural Bhrt & Cnsmptn Yjn Reg, 523 Mirae Asset Nifty 100 ESG Sector Leaders FoF Dir, 1219
LIC MF Nifty 100 ETF, 88 Mahindra Mnulife ST Dir, 2072 Mirae Asset Nifty 100 ESG Sector Leaders FoF Reg, 671
LIC MF Nifty 50 ETF, 89 Mahindra Mnulife ST Reg, 1674 Mirae Asset Nifty 50 ETF, 96
LIC MF Nifty 50 Index Dir, 733 Mahindra Mnulife Top 250 Nivesh Yjn Dir, 787 Mirae Asset Nifty AAA PSU Bond Plus SDL Apr 2026 50:50
LIC MF Nifty 50 Index Reg, 90 Mahindra Mnulife Top 250 Nivesh Yjn Reg, 169 Index Dir, 2333
LIC MF Nifty 8-13 yr G-Sec ETF, 1875 Mahindra Mnulife Ultra ST Dir, 2469 Mirae Asset Nifty AAA PSU Bond Plus SDL Apr 2026 50:50
LIC MF Overnight Dir, 2533 Mahindra Mnulife Ultra ST Reg, 2363 Index Reg, 1993

LIC MF Overnight Reg, 2439 Mirae Asset Mutual Fund Mirae Asset Nifty Fin Srvcs ETF, 416

LIC MF S&P BSE Sensex ETF, 91 Mirae Asset Arbtg Dir, 1546 Mirae Asset Nifty Ind Manufacturing ETF, 524

LIC MF S&P BSE Sensex Index Dir, 734 Mirae Asset Arbtg Reg, 1353 Mirae Asset Nifty Ind Manufacturing ETF FoF Dir, 1091

LIC MF S&P BSE Sensex Index Reg, 92 Mirae Asset Balanced Advtg Dir, 1574 Mirae Asset Nifty Ind Manufacturing ETF FoF Reg, 525

LIC MF ST Debt Dir, 2071 Mirae Asset Balanced Advtg Reg, 1381 Mirae Asset Nifty Midcap 150 ETF, 276

LIC MF ST Debt Reg, 1673 Mirae Asset Banking and Fin Srvcs Dir, 1011 Mirae Asset Nifty Next 50 ETF, 97

LIC MF Svngs Dir, 2095 Mirae Asset Banking and Fin Srvcs Reg, 415 Mirae Asset Nifty SDL Jun 2027 Dir, 2334

LIC MF Svngs Reg, 1703 Mirae Asset Banking and PSU Debt Dir, 2219 Mirae Asset Nifty SDL Jun 2027 Reg, 1994

LIC MF Tax Dir, 982 Mirae Asset Banking and PSU Debt Reg, 1836 Mirae Asset NYSE FANG+ ETF, 629

LIC MF Tax Reg, 376 Mirae Asset Cash Management Dir, 2501 Mirae Asset NYSE FANG+ ETF FoF Dir, 1183

LIC MF ULIS Dir, 1445 Mirae Asset Cash Management Reg, 2404 Mirae Asset NYSE FANG+ ETF FoF Reg, 630

LIC MF ULIS Reg, 1251 Mirae Asset Corp Bond Dir, 2169 Mirae Asset Overnight Dir, 2535

LIC MF Ultra ST Fund Direct, 2468 Mirae Asset Corp Bond Reg, 1785 Mirae Asset Overnight Reg, 2441

LIC MF Ultra ST Fund Reg, 2362 Mirae Asset CRISIL IBX Gilt Index-April 2033 Index Dir, 2332 Mirae Asset S&P 500 Top 50 ETF, 631

Mahindra Manulife Mutual Fund Mirae Asset CRISIL IBX Gilt Index-April 2033 Index Reg, 1992 Mirae Asset S&P 500 Top 50 ETF FoF Dir, 1184

Mahindra Manulife Small Cap Dir, 926 Mirae Asset Dyn Bond Dir, 2148 Mirae Asset S&P 500 Top 50 ETF FoF Reg, 632

Mahindra Manulife Small Cap Reg, 314 Mirae Asset Dyn Bond Reg, 1763 Mirae Asset ST Dir, 2073

Mahindra Mnulife Arbtg Yjn Dir, 1545 Mirae Asset Emrgng Bluechip Dir, 788 Mirae Asset ST Reg, 1675

Mahindra Mnulife Arbtg Yjn Reg, 1352 Mirae Asset Emrgng Bluechip Reg, 170 Mirae Asset Svngs Dir, 2097
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Mirae Asset Svngs Reg, 1705
0DKLQGUD0QXOLIH$VLD3DFL¿F5(,7V)R)'LU Mirae Asset Eqt Allocator FoF Dir, 736
0DKLQGUD0QXOLIH$VLD3DFL¿F5(,7V)R)5HJ Mirae Asset Eqt Allocator FoF Reg, 94 Mirae Asset Tax Saver Dir, 984

Mahindra Mnulife Balanced Advtg Yjn Dir, 1573 Mirae Asset Eqt Svngs Dir, 1518 Mirae Asset Tax Saver Reg, 378

Mahindra Mnulife Balanced Advtg Yjn Reg, 1380 Mirae Asset Eqt Svngs Reg, 1325 Mirae Asset Ultra SD Dir, 2470

Mahindra Mnulife Dyn Bond Yjn Dir, 2147 Mirae Asset Focused Dir, 839 Mirae Asset Ultra SD Reg, 2364

Mahindra Mnulife Dyn Bond Yjn Reg, 1762 Mirae Asset Focused Reg, 222 Motilal Oswal Mutual Fund
Mahindra Mnulife ELSS Kar Bcht Yjn Dir, 983 Mirae Asset Global Electric & Autonomous Vehicles ETFs Motilal Oswal 5 Year G-Sec FoF Dir, 2254
Mahindra Mnulife ELSS Kar Bcht Yjn Reg, 377 FoF Dir, 1180 Motilal Oswal 5 Year G-Sec FoF Reg, 1876
Mahindra Mnulife Eqt Svngs Fund Dir, 1517 Mirae Asset Global Electric & Autonomous Vehicles ETFs Motilal Oswal Asset Allocation Passive FoF-Agrssv Dir, 1600
Mahindra Mnulife Eqt Svngs Fund Reg, 1324 FoF Reg, 625 Motilal Oswal Asset Allocation Passive FoF-Agrssv Reg, 1407
Mahindra Mnulife Flexi Cap Yjn Dir, 837 0LUDH$VVHW*OREDO;$UWL¿FLDO,QWHOOLJHQFH 7HFK(7))R) Motilal Oswal Asset Allocation Passive FoF-Cons Dir, 1601
Dir, 1181 Motilal Oswal Asset Allocation Passive FoF-Cons Reg, 1408
Mahindra Mnulife Flexi Cap Yjn Reg, 220
0LUDH$VVHW*OREDO;$UWL¿FLDO,QWHOOLJHQFH 7HFK(7))R) Motilal Oswal Balance Advantage Dir, 1575
Mahindra Mnulife Focused Eqt Yjn Dir, 838
Reg, 626 Motilal Oswal Balance Advantage Reg, 1382
Mahindra Mnulife Focused Eqt Yjn Reg, 221
Mirae Asset Great Consumer Dir, 1128 Motilal Oswal Eqt Hybrid Dir, 1448
Mahindra Mnulife Hybrd Eqt Nivesh Yjn Dir, 1446
Mirae Asset Great Consumer Reg, 571 Motilal Oswal Eqt Hybrid Reg, 1254
Mahindra Mnulife Hybrd Eqt Nivesh Yjn Reg, 1252
Mirae Asset Hang Seng TECH ETF, 627 Motilal Oswal Flexi Cap Dir, 840
Mahindra Mnulife Large Cap Pragati Yjn Dir, 735
Mirae Asset Hang Seng TECH ETF FoF Dir, 1182 Motilal Oswal Flexi Cap Reg, 223
Mahindra Mnulife Large Cap Pragati Yjn Reg, 93
Mirae Asset Hang Seng TECH ETF FoF Reg, 628 Motilal Oswal Focused Dir, 738
Mahindra Mnulife Liquid Dir, 2500
Mirae Asset Helthcr Dir, 1047 Motilal Oswal Focused Reg, 98
Mahindra Mnulife Liquid Reg, 2403
Mirae Asset Helthcr Reg, 463 Motilal Oswal Gold and Silver ETFs FoF Dir, 2275
Mahindra Mnulife Low Duration Dir, 2096
Mirae Asset Hybrid Eqt Dir, 1447 Motilal Oswal Gold and Silver ETFs FoF Reg, 1917
Mahindra Mnulife Low Duration Reg, 1704
Mirae Asset Hybrid Eqt Reg, 1253 Motilal Oswal Large and Midcap Dir, 789
Mahindra Mnulife Mid Cap Unnati Yjn Dir, 889
Mirae Asset Large Cap Dir, 737 Motilal Oswal Large and Midcap Reg, 171
Mahindra Mnulife Mid Cap Unnati Yjn Reg, 274
Mirae Asset Large Cap Reg, 95 Motilal Oswal Liquid Dir, 2502
Mahindra Mnulife Multi Cap Badhat Yjn Dir, 1208
Mirae Asset Midcap Dir, 890 Motilal Oswal Liquid Reg, 2405
Mahindra Mnulife Multi Cap Badhat Yjn Reg, 659
Mirae Asset Midcap Reg, 275 Motilal Oswal LT Eqt Dir, 985
Mahindra Mnulife Overnight Dir, 2534
Mirae Asset Money Mkt Dir, 2118 Motilal Oswal LT Eqt Reg, 379
Mahindra Mnulife Overnight Reg, 2440
Mirae Asset Money Mkt Reg, 1730 Motilal Oswal Midcap Dir, 891
Mahindra Mnulife Rural Bhrt & Cnsmptn Yjn Dir, 1090
Mirae Asset Nifty 100 ESG Sector Leaders ETF, 670 Motilal Oswal Midcap Reg, 277
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 Scorecard Index
Motilal Oswal MSCI Top100 Select Index Dir, 1185
Motilal Oswal MSCI Top100 Select Index Reg, 633
Motilal Oswal Multi Asset Dir, 1602
Motilal Oswal Multi Asset Reg, 1409
Motilal Oswal NASDAQ 100 ETF, 634
Motilal Oswal Nasdaq 100 FOF Dir, 1186
Motilal Oswal Nasdaq 100 FOF Reg, 635
Motilal Oswal Nasdaq Q 50 ETF, 636
Motilal Oswal Nifty 200 Momentum 30 ETF, 99
Motilal Oswal Nifty 200 Momentum 30 Index Dir, 739
Motilal Oswal Nifty 200 Momentum 30 Index Reg, 100
Motilal Oswal Nifty 50 ETF, 101
Motilal Oswal Nifty 50 Index Dir, 740
Motilal Oswal Nifty 50 Index Reg, 102
Motilal Oswal Nifty 500 Index Dir, 841
Motilal Oswal Nifty 500 Index Reg, 224
Motilal Oswal Nifty 5Y Benchmark G-Sec ETF, 1877
Motilal Oswal Nifty Bank Dir, 1012
Motilal Oswal Nifty Bank Reg, 417
Motilal Oswal Nifty Midcap 100 ETF, 278
Motilal Oswal Nifty Midcap 150 Dir, 892
Motilal Oswal Nifty Midcap 150 Reg, 279
Motilal Oswal Nifty Next 50 Index Dir, 741
Motilal Oswal Nifty Next 50 Index Reg, 103
Motilal Oswal Nifty Smallcap 250 Dir, 927
Motilal Oswal Nifty Smallcap 250 Reg, 315 Nippon Ind Banking & Fin Srvices Dir, 1015
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Motilal Oswal S&P 500 Index Fund Dir, 1187 Nippon Ind Banking & Fin Srvices Reg, 420
Motilal Oswal S&P 500 Index Fund Reg, 637
Motilal Oswal S&P BSE Enhanced Value ETF, 343
Motilal Oswal S&P BSE Enhanced Value Index Dir, 952
Motilal Oswal S&P BSE Enhanced Value Index Reg, 344
Motilal Oswal S&P BSE Fins ex Bank 30 Index Dir, 1013
Motilal Oswal S&P BSE Fins ex Bank 30 Index Reg, 418
Motilal Oswal S&P BSE Helthcr ETF, 464
Motilal Oswal S&P BSE Low Volatility ETF, 104
Motilal Oswal S&P BSE Low Volatility Index Dir, 742
Motilal Oswal S&P BSE Low Volatility Index Reg, 105
Motilal Oswal S&P BSE Quality ETF, 526
Motilal Oswal S&P BSE Quality Index Dir, 1092
Motilal Oswal S&P BSE Quality Index Reg, 527
Motilal Oswal Ultra ST Dir, 2471
Motilal Oswal Ultra ST Reg, 2365
Navi Mutual Fund
Navi ELSS Tax Saver Dir, 986
Navi ELSS Tax Saver Reg, 380
Navi Eqt Hybrid Dir, 1449
Navi Eqt Hybrid Reg, 1255
Navi Flexi Cap Dir, 842
Navi Flexi Cap Reg, 225
Navi Large & Midcap Dir, 790
Navi Large & Midcap Reg, 172
Navi Liquid Dir, 2503
Navi Liquid Reg, 2406
Navi NASDAQ 100 FoF Dir, 1188
Navi NASDAQ 100 FoF Reg, 638
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Navi Nifty 50 Index Dir, 743
Navi Nifty 50 Index Reg, 106
Navi Nifty Bank Index Dir, 1014
Navi Nifty Bank Index Reg, 419
Navi Nifty Ind Manufacturing Index Dir, 1093
Navi Nifty Ind Manufacturing Index Reg, 528
Navi Nifty Midcap 150 Index Dir, 893
Navi Nifty Midcap 150 Index Reg, 280
Navi Nifty Next 50 Index Dir, 744
Navi Nifty Next 50 Index Reg, 107
Navi Regular Svngs Dir, 1490
Navi Regular Svngs Reg, 1297
Navi US Total Stock Mkt FoF Dir, 1189
Navi US Total Stock Mkt FoF Reg, 639
Nippon India Mutual Fund
CPSE ETF, 560
Nippon Ind Annual Intrvl I Dir, 2765
Nippon Ind Annual Intrvl I Reg, 2657
Nippon Ind Annual Intrvl I Ret, 2658
Nippon Ind Arbtg Dir, 1547
Nippon Ind Arbtg Reg, 1354
Nippon Ind Asset Allocator FoF Dir, 1603
Nippon Ind Asset Allocator FoF Reg, 1410
Nippon Ind Balanced Advtg Dir, 1576
Nippon Ind Balanced Advtg Reg, 1383
Nippon Ind FHF XLI 8 Reg, 2659
Nippon Ind FHF XLII 4 Dir, 2767
Nippon Ind Banking & PSU Debt Dir, 2220
Nippon Ind Banking & PSU Debt Reg, 1837
Nippon Ind Capital Builder IV B Dir, 2620
Nippon Ind Capital Builder IV B Reg, 2583
Nippon Ind CapPro II-Plan A Dir, 2611
Nippon Ind CapPro II-Plan A Reg, 2574
Nippon Ind Consmpn Dir, 1129
Nippon Ind Consmpn Reg, 572
Nippon Ind Corp Bond Dir, 2170
Nippon Ind Corp Bond Reg, 1786
Nippon Ind Credit Risk Dir, 2195
Nippon Ind Credit Risk Reg, 1811
Nippon Ind Credit Risk Seg Port 1 Dir, 2196
Nippon Ind Credit Risk Seg Port 1 Reg, 1812
Nippon Ind Credit Risk Seg Port 2 Direct, 2197
Nippon Ind Credit Risk Seg Port 2 Reg, 1813
Nippon Ind Dyn Bond Dir, 2149
Nippon Ind Dyn Bond Reg, 1764
Nippon Ind Eqt Hybrid Dir, 1450
Nippon Ind Eqt Hybrid Reg, 1256
Nippon Ind Eqt Hybrid Seg Port 1 Direct, 1451
Nippon Ind Eqt Hybrid Seg Port 1 Reg, 1257
Nippon Ind Eqt Hybrid Seg Port 2 Dir, 1452
Nippon Ind Eqt Hybrid Seg Port 2 Reg, 1258
Nippon Ind Eqt Svngs Dir, 1519
Nippon Ind Eqt Svngs Reg, 1326
Nippon Ind Eqt Svngs Seg Port 1 Direct, 1520
Nippon Ind Eqt Svngs Seg Port 1 Reg, 1327
Nippon Ind Eqt Svngs Seg Port 2 Direct, 1521
Nippon Ind Eqt Svngs Seg Port 2 Reg, 1328
Nippon Ind ETF Gold BeES, 1918
Nippon Ind ETF Hang Seng BeES, 640
Nippon Ind ETF Nifty 100, 108
Nippon Ind ETF Nifty 1D Rate Liquid BeES, 2407
Nippon Ind ETF Nifty 50 BeES, 109
Nippon Ind ETF Nifty 50 Shariah BeES, 110
Nippon Ind ETF Nifty 50 Value 20, 345
Nippon Ind ETF Nifty 5Y Benchmark G-Sec, 1878
Nippon Ind ETF Nifty 8-13 yr G-Sec LT Gilt, 1879
Nippon Ind ETF Nifty Bank BeES, 421
Nippon Ind ETF Nifty CPSE Bond + SDL Sep 2024 50:50,
1995
Nippon Ind ETF Nifty Dividend Opp 50, 529
Nippon Ind ETF Nifty India Consmpn, 573
Nippon Ind ETF Nifty Infra BeES, 445
Nippon Ind ETF Nifty IT, 479
Nippon Ind ETF Nifty Midcap 150, 281
Nippon Ind ETF Nifty Next 50 Junior BeES, 111
Nippon Ind ETF Nifty PSU Bank BeES, 422
Nippon Ind ETF Nifty SDL Apr 2026 Top 20 Equal Wght, 1996
Nippon Ind ETF S&P BSE Sensex, 112
Nippon Ind ETF S&P BSE Sensex Next 50, 113
Nippon Ind FHF XLI 8 Dir, 2766
Nippon Ind FHF XLII 4 Reg, 2660
Nippon Ind FHF XLIII 1 Dir, 2768
Nippon Ind FHF XLIII 1 Reg, 2661
Nippon Ind FHF XLIII 5 Dir, 2769
Nippon Ind FHF XLIII 5 Reg, 2662
Nippon Ind FHF XLIV - Sr 1 Dir, 2770
Nippon Ind FHF XLIV - Sr 1 Reg, 2663
Nippon Ind FHF XLIV-Sr 2 Dir, 2771
Nippon Ind FHF XLIV-Sr 2 Reg, 2664
Nippon Ind FHF XLIV-Sr 4 Dir, 2772
Nippon Ind FHF XLIV-Sr 4 Reg, 2665
Nippon Ind Flexi Cap Dir, 843
Nippon Ind Flexi Cap Reg, 226
Nippon Ind Floating Rate Dir, 2235
Nippon Ind Floating Rate Reg, 1854
Nippon Ind Focused Eqt Dir, 844
Nippon Ind Focused Eqt Reg, 227
Nippon Ind Gilt Securities, 1880
Nippon Ind Gilt Securities Dir, 2255
Nippon Ind Gilt Securities PF, 1881
Nippon Ind Gold Svngs Dir, 2276
Nippon Ind Gold Svngs Reg, 1919
Nippon Ind Growth Dir, 894
Nippon Ind Growth Reg, 282
Nippon Ind Hybrid Bond Dir, 1491
Nippon Ind Hybrid Bond Reg, 1298
Nippon Ind Hybrid Bond Seg Port 2 Direct, 1492
Nippon Ind Hybrid Bond Seg Port 2 Reg, 1299
273
 Scorecard Index
Nippon Ind Hybrid Bond Seg Port1 Dir, 1493 Nippon Ind Nivesh Lakshya Reg, 1613 NJ Overnight Dir, 2537
Nippon Ind Hybrid Bond Seg Port1 Reg, 1300 Nippon Ind Overnight Dir, 2536 NJ Overnight Reg, 2443
Nippon Ind Incm Dir, 2024 Nippon Ind Overnight Reg, 2442 PGIM India Mutual Fund
Nippon Ind Incm Reg, 1625 Nippon Ind Passive Flexicap FoF Dir, 845 PGIM Ind Arbtg Dir, 1549
Nippon Ind Index Nifty 50 Dir, 745 Nippon Ind Passive Flexicap FoF Reg, 228 PGIM Ind Arbtg Reg, 1356
Nippon Ind Index Nifty 50 Reg, 114 Nippon Ind Pharma Dir, 1048 PGIM Ind Balanced Advtg Dir, 1578
Nippon Ind Index S&P BSE Sensex Dir, 746 Nippon Ind Pharma Reg, 466 PGIM Ind Balanced Advtg Reg, 1385
Nippon Ind Index S&P BSE Sensex Reg, 115 Nippon Ind Power & Infra Dir, 1033 PGIM Ind Banking & PSU Debt Dir, 2221
Nippon Ind Japan Eqt Dir, 1190 Nippon Ind Power & Infra Reg, 446 PGIM Ind Banking & PSU Debt Reg, 1838
Nippon Ind Japan Eqt Reg, 641 Nippon Ind Q Intrvl I Dir, 2775 PGIM Ind Corp Bond Dir, 2171
Nippon Ind Large Cap Dir, 747 Nippon Ind Q Intrvl I Reg, 2668 PGIM Ind Corp Bond Reg, 1787
Nippon Ind Large Cap Reg, 116 Nippon Ind Q Intrvl II Dir, 2776 PGIM Ind Credit Risk Seg1 Dir, 2198
Nippon Ind Liquid Dir, 2504 Nippon Ind Q Intrvl II Reg, 2669 PGIM Ind Credit Risk Seg1 Reg, 1814
Nippon Ind Liquid Reg, 2408 Nippon Ind Q Intrvl III Dir, 2777 PGIM Ind Dyn Bond Dir, 2150
Nippon Ind Liquid Ret, 2409 Nippon Ind Q Intrvl III Reg, 2670 PGIM Ind Dyn Bond Reg, 1765
Nippon Ind Low Duration Dir, 2098 Nippon Ind Quant Dir, 1094 PGIM Ind ELSS Tax Saver Dir, 989
Nippon Ind Low Duration Reg, 1706 Nippon Ind Quant Reg, 530 PGIM Ind ELSS Tax Saver Reg, 383
Nippon Ind Low Duration Ret, 1707 Nippon Ind Retrmnt Incm Generation Dir, 1494 PGIM Ind Emrgng Mkts Eqt Dir, 1193
Nippon Ind M Intrvl I Dir, 2773 Nippon Ind Retrmnt Incm Generation Reg, 1301 PGIM Ind Emrgng Mkts Eqt Reg, 644
Nippon Ind M Intrvl I Reg, 2666 Nippon Ind Retrmnt Wealth Creation Dir, 846 PGIM Ind Eqt Svngs Dir, 1522
Nippon Ind M Intrvl II Dir, 2774 Nippon Ind Retrmnt Wealth Creation Reg, 229 PGIM Ind Eqt Svngs Reg, 1329
Nippon Ind M Intrvl II Reg, 2667 Nippon Ind Silver ETF, 1936 PGIM Ind Flexi Cap Dir, 848
Nippon Ind Money Mkt Dir, 2119 Nippon Ind Silver ETF FoF Dir, 2284 PGIM Ind Flexi Cap Reg, 231
Nippon Ind Money Mkt Reg, 1731 Nippon Ind Silver ETF FoF Reg, 1937 PGIM Ind Gilt Dir, 2256
Nippon Ind Multi Asset Dir, 1604 Nippon Ind Small Cap Dir, 929 PGIM Ind Gilt Reg, 1882
Nippon Ind Multi Asset Reg, 1411 Nippon Ind Small Cap Reg, 317 PGIM Ind Global Eqt Opp Dir, 1194
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Nippon Ind Multi Cap Dir, 1209 Nippon Ind ST Dir, 2074 PGIM Ind Global Eqt Opp Reg, 645
Nippon Ind Multi Cap Reg, 660 Nippon Ind ST Reg, 1676 PGIM Ind Global Select Real Estate Sec FoF Dir, 1195
Nippon Ind Nifty 50 Value 20 Index Dir, 953 Nippon Ind Strategic Debt Dir, 2041 PGIM Ind Global Select Real Estate Sec FoF Reg, 646
Nippon Ind Nifty 50 Value 20 Index Reg, 346 Nippon Ind Strategic Debt Reg, 1642 PGIM Ind Hybrid Eqt Dir, 1453
Nippon Ind Nifty AAA CPSE Bond + SDL-Apr 2027 Mtrty Nippon Ind Strategic Debt Seg Port 2 Direct, 2042 PGIM Ind Hybrid Eqt Reg, 1259
60:40 Dir, 2335 Nippon Ind Strategic Debt Seg Port 2 Reg, 1643 PGIM Ind Large Cap Dir, 750
Nippon Ind Nifty AAA CPSE Bond + SDL-Apr 2027 Mtrty Nippon Ind Strategic Debt Seg Port1 Dir, 2043 PGIM Ind Large Cap Reg, 119
60:40 Reg, 1997 Nippon Ind Strategic Debt Seg Port1 Reg, 1644 PGIM Ind Liquid, 2411
Nippon Ind Nifty AAA PSU Bond+SDL-Sep 2026 Mtrty 50:50 Nippon Ind Taiwan Eqt Dir, 1191 PGIM Ind Liquid Dir, 2506
Index Dir, 2336
Nippon Ind Taiwan Eqt Reg, 642 PGIM Ind Low Duration Dir, 2099
Nippon Ind Nifty AAA PSU Bond+SDL-Sep 2026 Mtrty 50:50
Nippon Ind Tax Saver (ELSS) Dir, 987 PGIM Ind Low Duration Reg, 1708
Index Reg, 1998
Nippon Ind Tax Saver (ELSS) Reg, 381 PGIM Ind Midcap Opp Dir, 896
Nippon Ind Nifty Alpha Low Volatility 30 Index Dir, 748
Nippon Ind Ultra SD Dir, 2472 PGIM Ind Midcap Opp Reg, 284
Nippon Ind Nifty Alpha Low Volatility 30 Index Reg, 117
Nippon Ind Ultra SD Reg, 2366 PGIM Ind Money Mkt Dir, 2120
Nippon Ind Nifty G-Sec Jun 2036 Mtrty Index Dir, 2337
Nippon Ind Ultra SD Seg Port 1 Direct, 2473 PGIM Ind Money Mkt Reg, 1732
Nippon Ind Nifty G-Sec Jun 2036 Mtrty Index Reg, 1999
Nippon Ind Ultra SD Seg Port1 Reg, 2367 PGIM Ind Overnight Dir, 2538
Nippon Ind Nifty G-Sec Sep 2027 Mtrty Index Dir, 2338
Nippon Ind US Eqt Opp Dir, 1192 PGIM Ind Overnight Reg, 2444
Nippon Ind Nifty G-Sec Sep 2027 Mtrty Index Reg, 2000
Nippon Ind US Eqt Opp Reg, 643 PGIM Ind SD Dir, 2075
Nippon Ind Nifty Midcap150 Dir, 895
Nippon Ind Value Dir, 954 PGIM Ind SD Reg, 1677
Nippon Ind Nifty Midcap150 Reg, 283
Nippon Ind Value Reg, 347 PGIM Ind Small Cap Dir, 930
Nippon Ind Nifty Next 50 Junior BeES FoF Dir, 749
Nippon Ind Vision Dir, 791 PGIM Ind Small Cap Reg, 318
Nippon Ind Nifty Next 50 Junior BeES FoF Reg, 118
Nippon Ind Vision Reg, 173 PGIM Ind Ultra SD, 2368
Nippon Ind Nifty Pharma ETF, 465
Nippon India Nifty Auto ETF, 531 PGIM Ind Ultra SD Dir, 2474
Nippon Ind Nifty SDL Plus G-Sec-Jun 2028 Mtrty 70:30 Index
Dir, 2339
NJ Mutual Fund PPFAS Mutual Fund
Nippon Ind Nifty SDL Plus G-Sec-Jun 2028 Mtrty 70:30 Index
Reg, 2001 NJ Arbtg Dir, 1548 Parag Parikh Cons Hybrid Dir, 1495

Nippon Ind Nifty Smallcap 250 Index Dir, 928 NJ Arbtg Reg, 1355 Parag Parikh Cons Hybrid Reg, 1302

Nippon Ind Nifty Smallcap 250 Index Reg, 316 NJ Balanced Advtg Dir, 1577 Parag Parikh Flexi Cap Dir, 847

Nippon Ind Nivesh Lakshya Dir, 2012 NJ Balanced Advtg Reg, 1384 Parag Parikh Flexi Cap Reg, 230

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 Scorecard Index
Parag Parikh Liquid Dir, 2505
Parag Parikh Liquid Reg, 2410
Parag Parikh Tax Saver Dir, 988
Parag Parikh Tax Saver Reg, 382
Quant Mutual Fund
Quant Absolute Dir, 1454
Quant Absolute Reg, 1260
Quant Active Dir, 1210
Quant Active Reg, 661
Quant ESG Eqt Dir, 1220
Quant ESG Eqt Reg, 672
Quant Flexi Cap Dir, 849
Quant Flexi Cap Reg, 232
Quant Focused Dir, 751
Quant Focused Reg, 120
Quant Gilt Dir, 2257
Quant Gilt Reg, 1883
Quant Infrastructure Dir, 1034
Quant Infrastructure Reg, 447
Quant Large & Mid Cap Dir, 792
Quant Large & Mid Cap Reg, 174
Quant Large Cap Dir, 752
Quant Large Cap Reg, 121
Quant Liquid Dir, 2507
Quant Liquid Reg, 2412
Quant Mid Cap Dir, 897
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Quant Mid Cap Reg, 285
Quant Multi Asset Dir, 1605
Quant Multi Asset Reg, 1412
Quant Overnight Fund Dir, 2539
Quant Overnight Fund Reg, 2445
Quant Quantamental Dir, 1095
Quant Quantamental Reg, 532
Quant Small Cap Dir, 931
Quant Small Cap Reg, 319
Quant Tax Plan Dir, 990
Quant Tax Plan Reg, 384
Quant Value Dir, 955
Quant Value Reg, 348
Quantum Mutual Fund
Quantum Dyn Bond Dir, 2151
Quantum Dyn Bond Reg, 1766
Quantum Eqt FoF Dir, 850
Quantum Eqt FoF Reg, 233
Quantum Gold, 1920
Quantum Gold Svngs Dir, 2277
Quantum Gold Svngs Reg, 1921
Quantum Ind ESG Eqt Dir, 1221
Quantum Ind ESG Eqt Reg, 673
Quantum Liquid Dir, 2508
Quantum Liquid Reg, 2413
Quantum LT Eqt Value Dir, 956
Quantum LT Eqt Value Reg, 349
Quantum Multi Asset FOFs Dir, 1606
Quantum Multi Asset FOFs Reg, 1413
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Quantum Nifty 50 ETF, 122
Quantum Nifty 50 ETF FoF Reg, 123
Quantum Nifty 50 ETF FoF-Dir, 753
Quantum Tax Svng Dir, 991
Quantum Tax Svng Reg, 385
Samco Mutual Fund
Samco ELSS Tax Saver Dir, 992
Samco ELSS Tax Saver Reg, 386
Samco Flexi Cap Dir, 851
Samco Flexi Cap Reg, 234
Samco Overnight Dir, 2540
Samco Overnight Reg, 2446
SBI Mutual Fund
SBI Arbtg Opp Dir, 1550
SBI Arbtg Opp Reg, 1357
SBI Balanced Advtg Dir, 1579
SBI Balanced Advtg Reg, 1386
SBI Banking & Fin Srvices Dir, 1016
SBI Banking & Fin Srvices Reg, 423
SBI Banking and PSU Dir, 2222
SBI Banking and PSU Reg, 1839
SBI Bluechip Dir, 754
SBI Bluechip Reg, 124
SBI CapPro A (3) Dir, 2612
SBI CapPro A (3) Reg, 2575
SBI CapPro A (4) Dir, 2613 SBI Eqt Hybrid Reg, 1261
SBI CapPro A (4) Reg, 2576 SBI Eqt Minimum Variance Dir, 1096
SBI CapPro A (5) Dir, 2614
SBI CapPro A (5) Reg, 2577
SBI CapPro A (6) Dir, 2615
SBI CapPro A (6) Reg, 2578
SBI CapPro A (7) Dir, 2616
SBI CapPro A (7) Reg, 2579
SBI CapPro A (8) Dir, 2617
SBI CapPro A (8) Reg, 2580
SBI Cons Hybrid Dir, 1496
SBI Cons Hybrid Reg, 1303
SBI Consmpn Opp Dir, 1130
SBI Consmpn Opp Reg, 574
SBI Contra Dir, 957
SBI Contra Reg, 350
SBI Corp Bond Dir, 2172
SBI Corp Bond Reg, 1788
SBI CPSE Bond + SDL Sep 2026 50:50 Dir, 2340
SBI CPSE Bond + SDL Sep 2026 50:50 Reg, 2002
SBI Credit Risk Dir, 2199
SBI Credit Risk Reg, 1815
SBI CRISIL IBX Gilt Index-April 2029 Dir, 2341
SBI CRISIL IBX Gilt Index-April 2029 Reg, 2003
SBI CRISIL IBX Gilt Index-June 2036 Dir, 2342
SBI CRISIL IBX Gilt Index-June 2036 Reg, 2004
SBI CRISIL IBX SDL Index-September 2027 Dir, 2343
SBI CRISIL IBX SDL Index-September 2027 Reg, 2005
SBI Debt C-27 (1260D) Dir, 2778
SBI Debt C-27 (1260D) Reg, 2671
SBI Debt C-28 (1240D) Dir, 2779
SBI Debt C-28 (1240D) Reg, 2672
SBI Debt C-30 (1228D) Dir, 2780
SBI Debt C-30 (1228D) Reg, 2673
SBI Debt C-32 (1223D) Dir, 2781
SBI Debt C-32 (1223D) Reg, 2674
SBI Debt C-35 (1235D) Dir, 2782
SBI Debt C-35 (1235D) Reg, 2675
SBI Debt C-38 (1224D) Dir, 2783
SBI Debt C-38 (1224D) Reg, 2676
SBI Debt C-43 (1176D) Dir, 2784
SBI Debt C-43 (1176D) Reg, 2677
SBI Debt C-44 (1175D) Dir, 2785
SBI Debt C-44 (1175D) Reg, 2678
SBI Debt C-46 (1178D) Dir, 2786
SBI Debt C-46 (1178D) Reg, 2679
SBI Debt C-48 (1177D) Dir, 2787
SBI Debt C-48 (1177D) Reg, 2680
SBI Debt C-49 (1178D) Dir, 2788
SBI Debt C-49 (1178D) Reg, 2681
SBI Debt C-50 (1177D) Dir, 2789
SBI Debt C-50 (1177D) Reg, 2682
SBI Dyn Bond Dir, 2152
SBI Dyn Bond Reg, 1767
SBI Eqt Hybrid Dir, 1455
SBI Eqt Minimum Variance Reg, 533
SBI Eqt Svngs Dir, 1523
SBI Eqt Svngs Reg, 1330
SBI Flexicap Dir, 852
SBI Flexicap Reg, 235
SBI Floating Rate Debt Dir, 2236
SBI Floating Rate Debt Reg, 1855
SBI FMP 1 (3668D) Dir, 2790
SBI FMP 1 (3668D) Reg, 2683
SBI FMP 14 (1102D) Dir, 2791
SBI FMP 14 (1102D) Reg, 2684
SBI FMP 27 (1203D) Dir, 2792
SBI FMP 27 (1203D) Reg, 2685
SBI FMP 28 (1163D) Dir, 2793
SBI FMP 28 (1163D) Reg, 2686
SBI FMP 31 (1160D) Dir, 2794
SBI FMP 31 (1160D) Reg, 2687
SBI FMP 32 (1140D) Direct, 2795
SBI FMP 32 (1140D) Reg, 2688
SBI FMP 33 (1128D) Dir, 2796
SBI FMP 33 (1128D) Reg, 2689
SBI FMP 34 (3682D) Dir, 2797
SBI FMP 34 (3682D) Reg, 2690
SBI FMP 41 (1498D) Dir, 2798
SBI FMP 41 (1498D) Reg, 2691
SBI FMP 42 (1857D) Dir, 2799
SBI FMP 42 (1857D) Reg, 2692
SBI FMP 43 (1616D) Dir, 2800
275
 Scorecard Index
SBI FMP 43 (1616D) Reg, 2693
SBI FMP 44 (1855D) Dir, 2801
SBI FMP 44 (1855D) Reg, 2694
SBI FMP 45 (1840D) Dir, 2802
SBI FMP 45 (1840D) Reg, 2695
SBI FMP 46 (1850D) Dir, 2803
SBI FMP 46 (1850D) Reg, 2696
SBI FMP 47 (1434D) Dir, 2804
SBI FMP 47 (1434D) Reg, 2697
SBI FMP 48 (1458D) Dir, 2805
SBI FMP 48 (1458D) Reg, 2698
SBI FMP 49 (1823D) Dir, 2806
SBI FMP 49 (1823D) Reg, 2699
SBI FMP 50 (1843D) Dir, 2807
SBI FMP 50 (1843D) Reg, 2700
SBI FMP 51 (1846D) Dir, 2808
SBI FMP 51 (1846D) Reg, 2701
SBI FMP 52 (1848D) Dir, 2809
SBI FMP 52 (1848D) Reg, 2702
SBI FMP 53 (1839D) Dir, 2810
SBI FMP 53 (1839D) Reg, 2703
SBI FMP 54 (1842D) Dir, 2811
SBI FMP 54 (1842D) Reg, 2704
SBI FMP 55 (1849D) Dir, 2812
SBI FMP 55 (1849D) Reg, 2705
SBI FMP 56 (1232D) Dir, 2813
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SBI FMP 56 (1232D) Reg, 2706
SBI FMP 57 (1835D) Dir, 2814
SBI FMP 57 (1835D) Reg, 2707
SBI FMP 58 (1842D) Dir, 2815
SBI FMP 58 (1842D) Reg, 2708
SBI FMP 59 (1618D) Dir, 2816
SBI FMP 59 (1618D) Reg, 2709
SBI FMP 6 (3668D) Dir, 2817
SBI FMP 6 (3668D) Reg, 2710
SBI FMP 60 (1878D) Dir, 2818
SBI FMP 60 (1878D) Reg, 2711
SBI FMP 61 (1927D) Dir, 2819
SBI FMP 61 (1927D) Reg, 2712
SBI FMP 63 (372D) Dir, 2820
SBI FMP 63 (372D) Reg, 2713
SBI FMP 64 (1169D) Dir, 2821
SBI FMP 64 (1169D) Reg, 2714
SBI FMP 65 (367D) Dir, 2822
SBI FMP 65 (367D) Reg, 2715
SBI FMP 66 (1361D) Dir, 2823
SBI FMP 66 (1361D) Reg, 2716
SBI FMP 67 (1467D) Dir, 2824
SBI FMP 67 (1467D) Reg, 2717
SBI FMP 68 (1302D) Dir, 2825
SBI FMP 68 (1302D) Reg, 2718
SBI FMP 69 (367D) Dir, 2826
SBI FMP 69 (367D) Reg, 2719
SBI FMP 71 (364D) Dir, 2827
SBI FMP 71 (364D) Reg, 2720
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SBI FMP 72 (1239D) Dir, 2828
SBI FMP 72 (1239D) Reg, 2721
SBI FMP 73 (1226D) Dir, 2829
SBI FMP 73 (1226D) Reg, 2722
SBI Focused Eqt Dir, 853
SBI Focused Eqt Reg, 236
SBI Gold Dir, 2278
SBI Gold ETF, 1922
SBI Gold Reg, 1923
SBI Helthcr Opp Dir, 1049
SBI Helthcr Opp Reg, 467
SBI Infrastructure Dir, 1035
SBI Infrastructure Reg, 448
SBI Intl Access-US Eqt FoF Dir, 1196
SBI Intl Access-US Eqt FoF Reg, 647
SBI Large & Midcap Dir, 793
SBI Large & Midcap Reg, 175
SBI Liquid Dir, 2509
SBI Liquid Reg, 2414
SBI Long Duration Dir, 2013
SBI Long Duration Reg, 1614
SBI LT Advtg I Dir, 2596
SBI LT Advtg I Reg, 2558
SBI LT Advtg II Dir, 2597
SBI LT Advtg II Reg, 2559
SBI LT Advtg III Dir, 2598 SBI Nifty Private Bank ETF, 425
SBI LT Advtg III Reg, 2560 SBI Nifty Smallcap 250 Index Dir, 932
SBI LT Advtg IV Dir, 2599
SBI LT Advtg IV Reg, 2561
SBI LT Advtg V Dir, 2600
SBI LT Advtg V Reg, 2562
SBI LT Advtg VI Dir, 2601
SBI LT Advtg VI Reg, 2563
SBI LT Eqt Dir, 993
SBI LT Eqt Reg, 387
6%,0DJQXP&KLOGUHQ V%HQH¿W,QY'LU
6%,0DJQXP&KLOGUHQ V%HQH¿W,QY5HJ
6%,0DJQXP&KLOGUHQ V%HQH¿W6YQJV'LU
6%,0DJQXP&KLOGUHQ V%HQH¿W6YQJV5HJ
SBI Magnum COMMA Dir, 1097
SBI Magnum COMMA Reg, 534
SBI Magnum Constant Mtrty Dir, 2265
SBI Magnum Constant Mtrty Reg, 1899
SBI Magnum Eqt ESG Dir, 1222
SBI Magnum Eqt ESG Reg, 674
SBI Magnum Gilt Dir, 2258
SBI Magnum Gilt PF Fixed 1Y, 1885
SBI Magnum Gilt PF Fixed 2Y, 1886
SBI Magnum Gilt PF Fixed 3Y, 1887
SBI Magnum Gilt PF, 1884
SBI Magnum Gilt Reg, 1888
SBI Magnum Global Dir, 1116
SBI Magnum Global Reg, 555
SBI Magnum Income Dir, 2025
SBI Magnum Income Reg, 1626
SBI Magnum Low Duration Dir, 2100
SBI Magnum Low Duration Reg, 1709
SBI Magnum Medium Duration Dir, 2044
SBI Magnum Medium Duration Reg, 1645
SBI Magnum Midcap Dir, 898
SBI Magnum Midcap Reg, 286
SBI Magnum Ultra SD Dir, 2475
SBI Magnum Ultra SD Reg, 2369
SBI Multi Asset Allocation Dir, 1607
SBI Multi Asset Allocation Reg, 1414
SBI Multicap Dir, 1211
SBI Multicap Reg, 662
SBI Nifty 10Y Benchmark G-Sec ETF, 1900
SBI Nifty 200 Quality 30 ETF, 535
SBI Nifty 50 ETF, 125
SBI Nifty Bank ETF, 424
SBI Nifty Consmpn ETF, 575
SBI Nifty Index Dir, 755
SBI Nifty Index Reg, 126
SBI Nifty IT ETF, 480
SBI Nifty Midcap 150 Index Dir, 899
SBI Nifty Midcap 150 Index Reg, 287
SBI Nifty Next 50 ETF, 127
SBI Nifty Next 50 Index Dir, 756
SBI Nifty Next 50 Index Reg, 128
SBI Nifty Smallcap 250 Index Reg, 320
SBI Overnight Dir, 2541
SBI Overnight Reg, 2447
SBI PSU Dir, 1123
SBI PSU Reg, 563
6%,5HWUPQW%HQH¿W$JUVVY'LU
6%,5HWUPQW%HQH¿W$JUVVY+\EULG'LU
6%,5HWUPQW%HQH¿W$JUVVY+\EULG5HJ
6%,5HWUPQW%HQH¿W$JUVVY5HJ
6%,5HWUPQW%HQH¿W&RQV'LU
6%,5HWUPQW%HQH¿W&RQV+\EULG'LU
6%,5HWUPQW%HQH¿W&RQV+\EULG5HJ
6%,5HWUPQW%HQH¿W&RQV5HJ
SBI S&P BSE 100 ETF, 129
SBI S&P BSE Sensex ETF, 130
SBI S&P BSE Sensex Next 50 ETF, 131
SBI Short Horizon Debt ST Ret, 1678
SBI Small Cap Dir, 933
SBI Small Cap Reg, 321
SBI ST Debt Dir, 2076
SBI ST Debt Reg, 1679
SBI Svngs Dir, 2121
SBI Svngs Reg, 1733
SBI Tax Advtg III Dir, 2602
SBI Tax Advtg III Reg, 2564
SBI Tech Opp Dir, 1056
SBI Tech Opp Reg, 481
Shriram Mutual Fund
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 Scorecard Index
Shriram Balanced Advtg Dir, 1580
Shriram Balanced Advtg Reg, 1387
Shriram Flexi Cap Dir, 855
Shriram Flexi Cap Reg, 238
Shriram Hybrid Eqt Dir, 1458
Shriram Hybrid Eqt Reg, 1264
Shriram LT Eqt Dir, 994
Shriram LT Eqt Reg, 388
Shriram Overnight Dir, 2542
Shriram Overnight Reg, 2448
Sundaram Mutual Fund
Sundaram Agrssv Hybrid Dir, 1459
Sundaram Agrssv Hybrid Reg, 1265
Sundaram Arbtg Dir, 1551
Sundaram Arbtg Reg, 1358
Sundaram Balanced Advtg Dir, 1581
Sundaram Balanced Advtg Reg, 1388
Sundaram Banking & PSU Debt Dir, 2223
Sundaram Banking & PSU Debt Reg, 1840
Sundaram Banking & PSU Debt Ret, 1841
Sundaram Consmpn Dir, 1131
Sundaram Consmpn Reg, 576
Sundaram Corp Bond Dir, 2173
Sundaram Corp Bond Reg, 1789
Sundaram Debt Oriented Hybrid Dir, 1500
Sundaram Debt Oriented Hybrid Reg, 1307
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6XQGDUDP'LYHUVL¿HG(TW'LU
6XQGDUDP'LYHUVL¿HG(TW5HJ Sundaram Midcap Dir, 900
Sundaram Dividend Yield Dir, 1110
Sundaram Dividend Yield Reg, 548
Sundaram Emrgng Smallcap 1 Dir, 2586
Sundaram Emrgng Smallcap 1 Reg, 2548
Sundaram Emrgng Smallcap II Dir, 2587
Sundaram Emrgng Smallcap II Reg, 2549
Sundaram Emrgng Smallcap III Dir, 2588
Sundaram Emrgng Smallcap III Reg, 2550
Sundaram Emrgng Smallcap IV Dir, 2589
Sundaram Emrgng Smallcap IV Reg, 2551
Sundaram Emrgng Smallcap V Dir, 2590
Sundaram Emrgng Smallcap V Reg, 2552
Sundaram Emrgng Smallcap VI Dir, 2591
Sundaram Emrgng Smallcap VI Reg, 2553
Sundaram Emrgng Smallcap VII Dir, 2592
Sundaram Emrgng Smallcap VII Reg, 2554
Sundaram Eqt Svngs Dir, 1524
Sundaram Eqt Svngs Reg, 1331
Sundaram Fin Srvices Opp Dir, 1017
Sundaram Fin Srvices Opp Reg, 426
Sundaram Flexi Cap Dir, 856
Sundaram Flexi Cap Reg, 239
Sundaram Focused Dir, 857
Sundaram Focused Reg, 240
Sundaram Global Brand Dir, 1197
Sundaram Global Brand Reg, 648
Sundaram Infra Advtg Dir, 1036
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Sundaram Infra Advtg Reg, 449
Sundaram Large & Midcap Dir, 794
Sundaram Large & Midcap Reg, 176
Sundaram Large Cap Dir, 757
Sundaram Large Cap Reg, 132
Sundaram Liquid Dir, 2510
Sundaram Liquid Reg, 2415
Sundaram Low Duration Dir, 2101
Sundaram Low Duration Reg, 1710
Sundaram LT Micro Cap Tax Advtg III Dir, 2603
Sundaram LT Micro Cap Tax Advtg III Reg, 2565
Sundaram LT Micro Cap Tax Advtg IV Dir, 2604
Sundaram LT Micro Cap Tax Advtg IV Reg, 2566
Sundaram LT Micro Cap Tax Advtg V Dir, 2605
Sundaram LT Micro Cap Tax Advtg V Reg, 2567
Sundaram LT Micro Cap Tax Advtg VI Dir, 2606
Sundaram LT Micro Cap Tax Advtg VI Reg, 2568
Sundaram LT Tax Advtg I Dir, 2607
Sundaram LT Tax Advtg I Reg, 2569
Sundaram LT Tax Advtg II Dir, 2608
Sundaram LT Tax Advtg II Reg, 2570
Sundaram LT Tax Advtg III Dir, 2609
Sundaram LT Tax Advtg III Reg, 2571
Sundaram LT Tax Advtg IV Dir, 2610
Sundaram LT Tax Advtg IV Reg, 2572
Sundaram Medium Term Bond Dir, 2045 Tata Floating Rate Dir, 2237
Sundaram Medium Term Bond Reg, 1646 Tata Floating Rate Reg, 1856
Sundaram Midcap Reg, 288
Sundaram Money Mkt Dir, 2122
Sundaram Money Mkt Reg, 1734
Sundaram Multi Cap Dir, 1212
Sundaram Multi Cap I Dir, 2621
Sundaram Multi Cap I Reg, 2584
Sundaram Multi Cap II Dir, 2622
Sundaram Multi Cap II Reg, 2585
Sundaram Multi Cap Reg, 663
Sundaram Nifty 100 Equal Wght Dir, 758
Sundaram Nifty 100 Equal Wght Reg, 133
Sundaram Overnight Dir, 2543
Sundaram Overnight Reg, 2449
Sundaram SD Dir, 2077
Sundaram SD Reg, 1680
Sundaram Small Cap Dir, 934
Sundaram Small Cap Reg, 322
Sundaram Srvcs Dir, 1098
Sundaram Srvcs Reg, 536
Sundaram Tax Svngs Dir, 996
Sundaram Tax Svngs Reg, 390
Sundaram Ultra SD Dir, 2476
Sundaram Ultra SD Reg, 2370
Tata Mutual Fund
Tata Arbtg Dir, 1552
Tata Arbtg Reg, 1359
Tata Balanced Advtg Dir, 1582
Tata Balanced Advtg Reg, 1389
Tata Banking & Fin Srvcs Dir, 1018
Tata Banking & Fin Srvcs Reg, 427
Tata Banking & PSU Debt Dir, 2224
Tata Banking & PSU Debt Reg, 1842
Tata Business Cycle Dir, 1099
Tata Business Cycle Reg, 537
Tata Corp Bond Fund Dir, 2174
Tata Corp Bond Fund Reg, 1790
Tata Corp Bond Seg Port1 Dir, 2175
Tata Corp Bond Seg Port1 Reg, 1791
Tata CRISIL-IBX Gilt Index-April 2026 Index Dir, 2344
Tata CRISIL-IBX Gilt Index-April 2026 Index Reg, 2006
Tata Digital Ind Dir, 1057
Tata Digital Ind Reg, 482
Tata Dividend Yld Fund Dir, 1111
Tata Dividend Yld Fund Reg, 549
Tata Eqt Svngs Dir, 1525
Tata Eqt Svngs Reg, 1332
Tata Equity PE Dir, 958
Tata Equity PE Reg, 351
Tata Ethical Dir, 1100
Tata Ethical Reg, 538
Tata Flexi Cap Dir, 858
Tata Flexi Cap Reg, 241
Tata Focused Eqt Dir, 859
Tata Focused Eqt Reg, 242
Tata Gilt Retirement280225-D, 1889
Tata Gilt Retirement280225-G, 1890
Tata GSF Dir, 2259
Tata GSF Reg, 1891
Tata Hsng Opp Dir, 1101
Tata Hsng Opp Reg, 539
Tata Hybrid Eqt Dir, 1460
Tata Hybrid Eqt Reg, 1266
Tata Ind Consumer Dir, 1132
Tata Ind Consumer Reg, 577
Tata Ind Pharma & Helthcr Dir, 1050
Tata Ind Pharma & Helthcr Reg, 468
Tata Ind Tax Svngs Dir, 997
Tata Ind Tax Svngs Reg, 391
Tata Infrastructure Dir, 1037
Tata Infrastructure Reg, 450
Tata Large & Midcap Dir, 795
Tata Large & Midcap Reg, 177
Tata Large Cap Dir, 759
Tata Large Cap Reg, 134
Tata Liquid Dir, 2511
Tata Liquid Reg, 2416
Tata Medium Term Seg Port1 Direct, 2046
Tata Medium Term Seg Port1 Reg, 1647
Tata Midcap Growth Dir, 901
Tata Midcap Growth Reg, 289
277
 Scorecard Index
Tata Money Mkt Dir, 2123
Tata Money Mkt Reg, 1735
Tata Multi Asset Opp Dir, 1608
Tata Multi Asset Opp Reg, 1415
Tata Nifty 50 ETF, 135
Tata Nifty 50 Index Dir, 760
Tata Nifty 50 Index Reg, 136
Tata Nifty Ind Digital ETF, 483
Tata Nifty Ind Digital ETF FoF Dir, 1058
Tata Nifty Ind Digital ETF FoF Reg, 484
Tata Nifty Midcap 150 Momentum 50 Index Dir, 902
Tata Nifty Midcap 150 Momentum 50 Index Reg, 290
Tata Nifty Private Bank ETF, 428
Tata Nifty SDL+AAA PSU Bond Dec 27 60:40 Dir, 2345
Tata Nifty SDL+AAA PSU Bond Dec 27 60:40 Reg, 2007
Tata Overnight Dir, 2544
Tata Overnight Reg, 2450
Tata Quant Dir, 1102
Tata Quant Reg, 540
Tata Resrcs & Energy Dir, 1119
Tata Resrcs & Energy Reg, 558
Tata Retrmnt Svngs Cons Dir, 1501
Tata Retrmnt Svngs Cons Reg, 1308
Tata Retrmnt Svngs Moderate Dir, 1461
Tata Retrmnt Svngs Moderate Reg, 1267
Tata Retrmnt Svngs Progrsv Dir, 860
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Tata Retrmnt Svngs Progrsv Reg, 243
Tata S&P BSE Sensex Index Dir, 761
Tata S&P BSE Sensex Index Reg, 137
Tata Small Cap Dir, 935
Tata Small Cap Reg, 323
Tata ST Bond Dir, 2078
Tata ST Bond Reg, 1681
Tata Treasury Advantage Dir, 2102
Tata Treasury Advantage Reg, 1711
Tata Treasury Advtg Seg Port1 Direct, 2103
Tata Treasury Advtg Seg Port1 Reg, 1712
Tata Ultra ST Dir, 2477
Tata Ultra ST Reg, 2371
Tata Young Citizens Dir, 861
Tata Young Citizens Reg, 244
Taurus Mutual Fund
Taurus Banking & Fin Srvcs Dir, 1019
Taurus Banking & Fin Srvcs Reg, 429
Taurus Discovery (Midcap) Dir, 903
Taurus Discovery (Midcap) Reg, 291
Taurus Ethical Dir, 1103
Taurus Ethical Reg, 541
Taurus Flexi Cap Dir, 862
Taurus Flexi Cap Reg, 245
Taurus Infrastructure Dir, 1038
Taurus Infrastructure Reg, 451
Taurus Largecap Eqt Dir, 762
Taurus Largecap Eqt Reg, 138
Taurus Nifty 50 Index Dir, 763
Taurus Nifty 50 Index Reg, 139
Taurus Tax Shield Dir, 998
Taurus Tax Shield Reg, 392
TRUST Mutual Fund
TRUSTMF Banking & PSU Debt Dir, 2225
TRUSTMF Banking & PSU Debt Reg, 1843
TRUSTMF Liquid Dir, 2512
TRUSTMF Liquid Reg, 2417
TRUSTMF Money Mkt Dir, 2124
TRUSTMF Money Mkt Reg, 1736
TRUSTMF Overnight Dir, 2545
TRUSTMF Overnight Reg, 2451
TRUSTMF ST Dir, 2079
TRUSTMF ST Reg, 1682
Union Mutual Fund
Union Arbtg Dir, 1553
Union Arbtg Reg, 1360
Union Balanced Advtg Dir, 1583
Union Balanced Advtg Reg, 1390
Union Corp Bond Dir, 2176
Union Corp Bond Reg, 1792
Union Dyn Bond Dir, 2153
Union Dyn Bond Reg, 1768
Union Eqt Svngs Dir, 1526
Union Eqt Svngs Reg, 1333
Union Flexi Cap Dir, 863
Union Flexi Cap Reg, 246
Union Focused Dir, 864
Union Focused Reg, 247
Union Gilt Dir, 2260
Union Gilt Reg, 1892
Union Hybrid Eqt Dir, 1462
Union Hybrid Eqt Reg, 1268
Union Large & Midcap Dir, 796
Union Large & Midcap Reg, 178
Union Largecap Dir, 764
Union Largecap Reg, 140
Union Liquid Dir, 2513
Union Liquid Reg, 2418
Union LT Eqt Dir, 999
Union LT Eqt Reg, 393
Union Medium Duration Dir, 2047
Union Medium Duration Reg, 1648
Union Midcap Dir, 904
Union Midcap Reg, 292
Union Money Mkt Dir, 2125
Union Money Mkt Reg, 1737
Union Multicap Dir, 1213
Union Multicap Reg, 664
Union Overnight Dir, 2546
Union Overnight Reg, 2452
Union Retrmnt Dir, 1463
Union Retrmnt Reg, 1269
Union Small Cap Dir, 936
Union Small Cap Reg, 324
Union Value Discovery Dir, 960
Union Value Discovery Reg, 353
UTI Mutual Fund
UTI Annual Intrvl 1 Dir, 2830
UTI Annual Intrvl 1 Reg, 2723
UTI Annual Intrvl III Dir, 2831
UTI Annual Intrvl III Reg, 2724
UTI Arbtg Dir, 1554
UTI Arbtg Reg, 1361
UTI Banking & Fin Srvces Dir, 1020
UTI Banking & Fin Srvces Reg, 430
UTI Banking & PSU Debt Dir, 2226
UTI Banking & PSU Debt Reg, 1844
UTI Bond Dir, 2026
UTI Bond Reg, 1627
UTI Bond Seg Port Dir, 2027
UTI Bond Seg Port Reg, 1628
UTI Children's Career Investment Dir, 865
UTI Children's Career Investment Reg, 248
UTI Children's Career Svngs Dir, 1467
UTI Children's Career Svngs Reg, 1273
UTI Core Eqt Dir, 797
UTI Core Eqt Reg, 179
UTI Corp Bond Dir, 2177
UTI Corp Bond Reg, 1793
UTI Credit Risk Dir, 2200
UTI Credit Risk Reg, 1816
UTI Credit Risk Seg Port 2 Dir, 2201
UTI Credit Risk Seg Port 2 Reg, 1817
UTI Credit Risk Seg Port 3 Dir, 2202
UTI Credit Risk Seg Port 3 Reg, 1818
UTI Credit Risk Seg Port Dir, 2203
UTI Credit Risk Seg Port Reg, 1819
UTI CRISIL SDL Mtrty April 2033 Index Dir, 2346
UTI CRISIL SDL Mtrty April 2033 Index Reg, 2008
UTI Dividend Yield Dir, 1113
UTI Dividend Yield Reg, 551
UTI Dyn Bond Dir, 2154
UTI Dyn Bond Reg, 1769
UTI Dyn Bond Seg Port Dir, 2155
UTI Dyn Bond Seg Port Reg, 1770
UTI Eqt Svngs Dir, 1527
UTI Eqt Svngs Reg, 1334
UTI Flexi Cap Dir, 866
UTI Flexi Cap Reg, 249
UTI Floater Dir, 2238
UTI Floater Reg, 1857
UTI Focused Eqt Dir, 867
UTI Focused Eqt Reg, 250
UTI FTIF XXXIII-I (1135D) Dir, 2832
UTI FTIF XXXIII-I (1135D) Reg, 2725
UTI FTIF XXXV-I (1260D) Dir, 2833
UTI FTIF XXXV-I (1260D) Reg, 2726
UTI FTIF XXXV-II (1223D) Dir, 2834
UTI FTIF XXXV-II (1223D) Reg, 2727

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278 BEST FUNDS 2023

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 Scorecard Index
UTI Gilt Dir, 2261
UTI Gilt Discontinued Provident, 1893
UTI Gilt Fund with 10Y Const Duration Dir, 2266
UTI Gilt Fund with 10Y Const Duration Reg, 1901
UTI Gilt Reg, 1894
UTI Gold ETF, 1924
UTI Gold ETF FoF Dir, 2279
UTI Gold ETF FoF Reg, 1925
UTI Helthcr Dir, 1051
UTI Helthcr Reg, 469
UTI Hybrid Eqt Dir, 1464
UTI Hybrid Eqt Reg, 1270
UTI Ind Consumer Dir, 1133
UTI Ind Consumer Reg, 578
UTI Infrastructure Dir, 1039
UTI Infrastructure Reg, 452
UTI Liquid Cash Dir, 2514
UTI Liquid Cash Discontinued Reg, 2419
UTI Liquid Cash Reg, 2420
UTI LT Eqt Dir, 1000
UTI LT Eqt Reg, 394
UTI Mastershare Dir, 765
UTI Mastershare Reg, 141
UTI Medium Term Dir, 2048
UTI Medium Term Reg, 1649
UTI Medium Term Seg Port 2 Dir, 2049
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UTI Medium Term Seg Port 2 Reg, 1650
UTI Medium Term Seg Port 3 Dir, 2050
UTI Medium Term Seg Port 3 Reg, 1651
UTI Medium Term Seg Port Dir, 2051
UTI Medium Term Seg Port Reg, 1652
UTI MEPUS Reg, 2573
UTI Midcap Dir, 905
UTI Midcap Reg, 293
UTI MNC Dir, 1117
UTI MNC Reg, 556
UTI Money Mkt Dir, 2126
UTI Money Mkt Discontinued, 1738
UTI Money Mkt Reg, 1739
UTI Multi Asset Dir, 1609
UTI Multi Asset Reg, 1416
UTI Nifty 50 ETF, 142
UTI Nifty 50 Index Dir, 766
UTI Nifty 50 Index Reg, 143
UTI Nifty Bank ETF, 431
UTI Nifty Midcap 150 Quality 50 Index Dir, 1104
UTI Nifty Midcap 150 Quality 50 Index Reg, 542
UTI Nifty Next 50 ETF, 144
UTI Nifty Next 50 Index Dir, 767
UTI Nifty Next 50 Index Reg, 145
UTI Nifty200 Momentum 30 Index Dir, 768
UTI Nifty200 Momentum 30 Index Reg, 146
UTI Overnight Dir, 2547
UTI Overnight Reg, 2453
UTI Q Intrvl 1 Dir, 2835
UTI Q Intrvl 1 Reg, 2728
UTI Q Intrvl V Dir, 2836
UTI Q Intrvl V Reg, 2729
UTI Q Intrvl VI Dir, 2837
UTI Q Intrvl VI Reg, 2730
UTI Regular Svng Seg Port Dir, 1502
UTI Regular Svng Seg Port Reg, 1309
UTI Regular Svngs Dir, 1503
UTI Regular Svngs Reg, 1310
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UTI S&P BSE Low Volatility Index Dir, 798
UTI S&P BSE Low Volatility Index Reg, 180
UTI S&P BSE Sensex ETF, 147
UTI S&P BSE Sensex Index Dir, 769
UTI S&P BSE Sensex Index Reg, 148
UTI S&P BSE Sensex Next 50 ETF, 149
UTI Small Cap Fund Dir, 937
UTI Small Cap Fund Reg, 325
UTI ST Incm Dir, 2080
UTI ST Incm Discontinued Reg, 1683
UTI ST Incm Reg, 1684
UTI Transportation & Logistics Dir, 1105
UTI Transportation & Logistics Reg, 543
UTI Treasury Advtg Dir, 2104
UTI Treasury Advtg Discontinued, 1713
UTI Treasury Advtg Reg, 1714
UTI Ultra ST Dir, 2478
UTI Ultra ST Reg, 2372
UTI Unit Linked Insurance Dir, 1584
UTI Unit Linked Insurance Reg, 1391
UTI Value Opp Dir, 961
UTI Value Opp Reg, 354
WhiteOak Capital Mutual Fund
WhiteOak Capital Flexi Cap Dir, 868
WhiteOak Capital Flexi Cap Reg, 251
WhiteOak Capital Large Cap Dir, 770
WhiteOak Capital Large Cap Reg, 150
WhiteOak Capital Liquid Dir, 2515
WhiteOak Capital Liquid Reg, 2421
WhiteOak Capital Mid Cap Fund Dir, 906
WhiteOak Capital Mid Cap Reg, 294
WhiteOak Capital Tax Saver Dir, 1001
WhiteOak Capital Tax Saver Reg, 395
WhiteOak Capital Ultra ST Dir, 2479
WhiteOak Capital Ultra ST Reg, 2373

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