Mutual Funds Research Center

Data as on - 22-05-2018

Equity Funds Large Cap

1 Year 3 Year 5 Year
Reliance ETF Consumption 18.21 14.14 -
JM Core 11 Fund - Growth option 13.63 13.33 17.89
UTI Bluechip Flexicap Fund - Regular Plan - Growth option 23.69 12.85 16.02

Equity Funds Mid and Small Cap

1 Year 3 Year 5 Year
L&T Emerging Businesses Fund - Regular Plan - Growth 18.2 23.81 -
SBI Small Cap - Regular Plan - Growth 31.9 23.11 34.54
Reliance Small Cap Fund - Growth Plan - Growth Option 20.09 22.31 35.47

Equity Linked Savings Schemes (ELSS)

1 Year 3 Year 5 Year
MOFLTE - Regular Plan - Growth Option 16.7 18.05 -
L&T Tax Saver Fund-Regular Plan - Growth 11.22 16.93 20.8
Escorts Tax Plan-Growth 8.06 14.45 21.62

Equity Funds Diversified

1 Year 3 Year 5 Year
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 16.83 15.32 19.53
Axis Focused 25 Fund - Growth Option 22.74 15.26 17.58
MOF35-Regular Plan-Growth Option 13.93 15.2 -

Balanced Funds Equity Oriented

1 Year 3 Year 5 Year
Principal Balanced Fund-Growth 15.46 14.0 17.06
Reliance Equity Hybrid Fund - Growth Plan 10.28 10.93 16.52
HDFC Balanced Fund - Growth Option 8.83 10.85 18.44

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