Focused Funds for April - June 2020

LARGE CAP AUM (in Cr.) 1M 3M 1Y 3Y 5Y

Mirae Asset Large Cap 15,347 3.38% -22.67% -13.84% 0.47% 6.05%
Axis Bluechip 12,717 0.90% -19.99% -2.99% 7.17% 7.41%

LARGE & MID CAP AUM (in Cr.) 1M 3M 1Y 3Y 5Y

DSP Equity Opportunities 4,439 3.86% -23.54% -11.23% -2.23% 5.24%
Principal Emerging Bluechip 1,822 4.57% -22.19% -9.54% -2.25% 5.85%
Sundaram Large & Mid Cap Fund 1,013 1.91% -27.67% -16.03% -1.61% 4.53%

MULTI CAP AUM (in Cr.) 1M 3M 1Y 3Y 5Y

Kotak Standard Multicap 26,049 4.40% -23.28% -13.40% -0.97% 5.79%
DSP Equity Fund 3,151 2.80% -23.80% -5.97% 0.44% 5.64%
Axis Multicap Fund 5,592 0.85% -19.75% -2.90% - -

MID CAP AUM (in Cr.) 1M 3M 1Y 3Y 5Y

Kotak Emerging Equity 5,912 4.25% -26.66% -12.24% -4.34% 4.94%
AXIS MIDCAP 5,098 3.10% -17.25% 1.67% 6.78% 7.18%
DSP Mid Cap 6,488 5.50% -19.50% -4.99% -2.11% 7.30%

SMALL CAP AUM (in Cr.) 1M 3M 1Y 3Y 5Y

SBI Small Cap 3,280 2.38% -23.83% -11.15% 0.57% 7.97%
Axis Small Cap 2,169 2.06% -26.87% -4.12% 1.52% 6.56%

HYBRID EQUITY AUM (in Cr.) 1M 3M 1Y 3Y 5Y

Mirae Asset Hybrid Fund 3,314 3.80% -15.38% -6.67% 2.69% -
Principal Hybrid equity Fund 1,088 2.76% -16.29% -11.57% 0.12% 5.94%

Moderate Balanced Funds AUM (in Cr.) 1M 3M 1Y 3Y 5Y

Kotak Balanced Advantage Fund 3,600 3.90% -12.88% -3.36% - -
Principal Balanced Advantage 144 2.23% -5.61% -4.19% 1.39% 3.62

EQUITY LINKED SAVING SCHEME AUM (in Cr.) 1M 3M 1Y 3Y 5Y

MIRAE ASSET TAX SAVER 3,184 4.19% -21.76% -10.07% 1.87% -
PRINCIPAL TAX PLAN 344 3.43% -21.53% -16.10% -3.94% 4.01%
Axis Long Term Equity 19632 2.22% -22.63% -5.05% 3.85% 6.01%
 FOCUSED 25-30 STOCKS FUNDS AUM (in Cr.) 1M 3M 1Y 3Y 5Y
AXIS Focused 25 9,493 3.25% -23.99% -6.10% 2.84% 7.79%
SBI Focused Equity 7,968 1.02% -21.93% -8.14% 4.59% 7.54%

Thematic Fund AUM (in Cr.) 1M 3M 1Y 3Y 5Y

Sundaram Services Fund 1,010 4.24% -27.08% -7.33% - -
Mosl Nasdaq 100 Fof 402 10.51% 2.07% 29.84% - -

* Time periods greater than 1 Year are annualised

** Only SIP's Allowed
## Returns as on 13-05-2020

Parameters for Fund Selection:-

1) Evaluating Fund Management Team

2) Fund Ranking
3) Portfolio Review
4) Philosophy Matching
5) Multiple Ratios Evaluation