Mutual Funds Research Center

Data as on -

Equity Funds Large Cap

1 Year 3 Year 5 Year
Reliance ETF Consumption 19.56 14.07 -
JM Core 11 Fund - Growth option 12.0 12.69 17.7
Kotak Select Focus Fund - Growth 9.42 12.29 20.07

Equity Funds Mid and Small Cap

1 Year 3 Year 5 Year
L&T Emerging Businesses Fund - Regular Plan - Growth 20.72 23.66 -
SBI Small Cap - Regular Plan - Growth 35.38 22.77 34.8
Reliance Small Cap Fund - Growth Plan - Growth Option 23.31 21.91 35.53

Equity Linked Savings Schemes (ELSS)

1 Year 3 Year 5 Year
MOFLTE - Regular Plan - Growth Option 16.01 17.71 -
Escorts Tax Plan-Growth 9.08 14.15 21.84
Principal Tax Savings Fund 14.95 13.96 20.71

Equity Funds Diversified

1 Year 3 Year 5 Year
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 19.1 15.1 19.73
Axis Focused 25 Fund - Growth Option 23.6 15.07 17.82
MOF35-Regular Plan-Growth Option 13.68 14.82 -

Balanced Funds Equity Oriented

1 Year 3 Year 5 Year
Principal Balanced Fund-Growth 16.99 13.91 17.27
HDFC Balanced Fund - Growth Option 9.43 10.76 18.64
Reliance Equity Hybrid Fund - Growth Plan 10.81 10.69 16.64

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