Friday, May 25, 2018

Equity Mutual Funds - May 22 2018

MULTICAP FUNDS
(sorted by AUM size and NOT by performance ranks)


Name
Manager
AUM Rs Cr
Tot Ret 1Y
Tot Ret 3Y Ann
Tot Ret 5Y Ann
1
ICICI PRUD ULIP MAXIMIZER-V
MANISH KUMAR
           26,257
7.8
5.9
13.5
2
HDFC-INDIA EQUITY-RG
PRASHANT JAIN
           21,553
6.7
8.7
16.2
3
ICICI PRU-VALUE DISCOVERY
MRINAL SINGH
           16,652
4.9
6.8
21.0
4
MOTI OSWAL FOCUS MUL35
GAUTAM SINHA ROY
           13,131
13.7
14.8
N.A.
5
FRANKLIN INDIA PRIMA PLUS
ANAND RADHAKRISHNAN
           11,848
7.3
8.4
18.2
6
ICICI PRUDENTIAL DYNAMIC
SANKARAN NAREN
           11,729
9.6
9.9
17.7
7
RELIANCE EQUITY OPP
SAILESH RAJ BHAN
           10,053
10.2
6.4
16.6
8
ADITYA BIRLA SL EQUITY FN
ANIL SHAH
             9,251
9.9
12.9
21.5
9
ICICI-ULIP MULTI CAP
SHILADITYA DASGUPTA
             8,701
10.4
10.4
16.1
10
L&T INDIA VALUE FUND
VENUGOPAL MANGHAT
             8,073
8.7
14.6
24.8
11
FRANKLIN HIGH GROWTH
ANAND RADHAKRISHNAN
             7,602
5.0
8.1
21.4
12
MIRAE ASSET INDIA OPPORT
NEELESH SURANA
             7,479
11.1
12.1
20.1
13
RELIANCE GROWTH FUND
MANISH GUNWANI
             7,177
10.9
10.4
19.1
14
ADITYA BIRLA ADVANTAGE
SATYABRATA MOHANTY
             6,184
8.6
11.3
21.8
15
IDFC PREMIER EQUITY
ANOOP BHASKAR
             5,686
10.8
7.8
19.6
16
DSPBR EQUITY OPP FUND
ROHIT SINGHANIA
             5,560
9.4
13.1
19.2
17
UTI EQUITY
AJAY TYAGI
             5,272
17.2
9.4
16.5
18
SBI MAGNUM MULTICAP FUND
ANUP UPADHYAY
             5,166
13.1
12.6
20.5
19
ADITYA BIRLA SL PURE VAL-RG
MAHESH PATIL
             3,866
14.6
16.9
27.9
20
TATA EQUITY P/E FUND
SONAM UDASI
             3,520
13.6
15.3
24.4


ELSS FUNDS
(sorted by AUM size and NOT by performance ranks)


Name
Manager
AUM Rs Cr
Tot Ret 1Y
Tot Ret 3Y Ann
Tot Ret 5Y Ann
1
AXIS LONG TERM EQUITY FUND
JINESH GOPANI
           17,263
19.4
10.4
22.5
2
RELIANCE TAX SAVER FUND
ASHWANI KUMAR
           10,511
0.7
6.2
19.4
3
HDFC INDIA TAX SAVER
VINAY R KULKARNI
             6,923
4.5
8.3
16.9
4
SBI MAGNUM TAX GAIN
DINESH BALACHANDRAN
             6,434
5.7
5.8
15.7
5
ADITYA BIRLA SL TAX RL
AJAY GARG
             6,060
18.7
12.8
21.8
6
ICICI PRU LONG TERM EQ
GEORGE HEBER JOSEPH
             5,299
9.1
8.6
18.4
7
DSPBR TAX SAVER FUND
ROHIT SINGHANIA
             4,366
7.6
12.2
19.5
8
FRANKLIN INDIA TAXSHIELD
ANIL PRABHUDAS
             3,649
10.1
8.9
18.4
9
L&T TAX ADVANTAGE-RG
SOUMENDRA N LAHIRI
             3,285
12.3
13.5
18.9
10
SUNDARAM DIVRSIFIED EQ
KRISHNAKUMAR SRINI
             2,763
8.8
11.7
17.0
11
HDFC LONG TERM ADV
CHIRAG SETALVAD
             1,591
10.3
11.9
17.5
12
IDFC TAX ADVANTAGE ELSS
DAYLYNN PINTO
             1,429
20.2
12.6
21.4
13
TATA TAX SAVING FUND
RUPESH PATEL
             1,398
11.8
13.0
20.0
14
MIRAE ASSET TAX SAVER
NEELESH SURANA
             1,002
14.4
N.A.
N.A.



MIDCAP FUNDS
(sorted by AUM size and NOT by performance ranks)

Name
Manager
AUM Rs Cr
Tot Ret 1Y
Tot Ret 3Y Ann
Tot Ret 5Y Ann
1
HDFC MID-CAP OPPORTUNITIE-RG
CHIRAG SETALVAD
           21,357
12.6
14.5
26.0
2
HDFC OPPORTUNITIES WEALTH BU
NISHIT DHOLAKIA
           11,561
10.6
13.7
20.8
3
FRANKLIN INDIA PRIMA FUND
JANAKIRAMAN RENGARAJU
             6,686
10.8
13.3
24.9
4
SUNDARAM MID CAP FUND
KRISHNAKUMAR SRINIVASAN
             6,551
10.2
14.7
25.7
5
DSPBR SMALL & MIDCAP
VINIT SAMBRE
             5,720
9.6
16.1
25.5
6
RELIANCE MID & SMALL CAP
SAMIR RACCH
             4,598
8.7
11.6
24.2
7
UTI MID CAP FUND-RG
LALIT G NAMBIAR
             4,340
11.1
10.6
26.1
8
SBI MAGNUM MIDCAP
SOHINI ANDANI
             4,037
4.3
9.6
24.2
9
SBI MAGNUM GLOBAL FUND
ANUP UPADHYAY
             3,604
16.3
8.1
20.3
10
CANARA ROBECO EMERGING EQ
RAVI GOPALAKRISHNAN
             3,559
13.3
16.5
30.1
11
TATA AIA LIFE MIDCAP 
RAJEEV TEWARI
             3,270
11.3
13.3
24.5
12
L&T MIDCAP FUND
VIHANG NAIK
             2,739
13.9
17.9
28.9
13
ADITYA BIRLA MIDCAP
JAYESH GANDHI
             2,379
7.5
12.8
22.4
14
ICICI PRU MIDCAP FUND
MRINAL SINGH
             1,562
14.1
12.1
26.4
15
AXIS MIDCAP FUND
SHREYASH DEVALKAR
             1,417
22.9
10.2
22.0

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