| OLM 50 |
|
| Scheme Name |
Compounded
Annualised returns (%) |
Star Rating |
Comment |
| 1-Year |
3-Year |
5-Year |
|
| EQUITY DIVERSIFIED |
|
| Birla Sun Life Equity |
22.40 |
38.51 |
54.14 |
|
Turnaround performer, sound management and can manage risks well |
|
| DSP Merrill Lynch Equity |
29.49 |
39.14 |
54.20 |
|
Invests across market capitalisation, good long-term track record |
|
| DSP Merrill Lynch Opportunities |
21.32 |
34.04 |
50.56 |
|
Consistent performer and well diversified |
|
| HDFC Equity |
16.16 |
35.33 |
49.35 |
|
Sound fund management, low downside risk and consistent performance |
|
| HDFC Top 200 |
25.72 |
35.95 |
51.20 |
|
Conservative approach that gives consistent, if not chart-topper, returns |
|
| Kotak Opportunities |
34.75 |
43.45 |
N.A.1 |
|
Actively managed, well diversified portfolio |
|
| SBI Magnum Equity |
24.05 |
38.89 |
46.64 |
|
Stable returns on account of a large-cap focus, selective mid-cap exposure |
|
| SBI Magnum Contra |
28.24 |
41.85 |
63.33 |
|
Well diversified and a broad mandate |
|
| Tata Select Equity |
25.11 |
35.94 |
50.92 |
|
Consistent performer and well diversified |
|
| EQUITY LARGE-CAP |
|
| Birla Sun Life Frontline Equity |
24.54 |
37.03 |
43.89 |
|
Good fund management |
|
| DSP Merrill Lynch Top 100 Equity |
28.11 |
38.42 |
49.23 |
|
Active management and takes chances early |
|
| Reliance Vision |
21.40 |
33.43 |
50.65 |
|
Good pedigree fund house with a long-term track record in equities, strong research |
|
| Sundaram BNP Paribas Select Focus |
32.10 |
39.86 |
47.53 |
|
Well diversified and consistent track record |
|
| EQUITY MID-CAP |
|
| Birla Mid Cap |
32.51 |
34.83 |
52.15 |
|
Nimble size and a turnaround performance |
|
| JM Emerging Equities |
27.27 |
N.A.2 |
N.A.2 |
N.R. |
Aggressive fund that reflects the fund manager’s conviction in stock picks |
|
| Reliance Growth |
28.41 |
40.79 |
63.74 |
|
Good performance despite growing size, selectively invests in large-caps |
|
| Standard Chartered Premier Equity |
53.35 |
N.A.2 |
N.A.2 |
N.R. |
Small-sized, evenly distributed portfolio supported by good stock and sector selection |
|
| EQUITY-THEMATIC |
|
| DSP Merrill Lynch India Tiger |
30.78 |
44.10 |
N.A.1 |
|
Consistent performer since inception |
|
| ICICI Prudential Infrastructure |
52.17 |
N.A.2 |
N.A.2 |
N.R. |
A portfolio that is adequately diversified within the theme makes it less volatile |
|
| JM Basic |
40.72 |
36.85 |
35.81 |
|
Turnaround performance, nimble size and quick to predict market trends |
|
| SBI Magnum Comma |
43.42 |
N.A.2 |
N.A.2 |
N.R. |
A fund to ride the commodity wave |
|
| Tata Infrastructure |
44.50 |
44.33 |
N.A.1 |
|
Aggressivlely managed and can be volatile |
|
| SECTORAL |
|
| Reliance Diversified Power |
82.62 |
63.74 |
N.A.1 |
N.R. |
Trail-blazing performance tracking one of the most promising sectors |
|
| EQUITY-LINKED SAVINGS SCHEME |
|
| Birla Sun Life Tax Relief 96 |
24.68 |
35.76 |
44.06 |
|
Aggressively managed, good long-term track record |
|
| Principal Tax Savings |
23.73 |
34.86 |
47.24 |
|
Aggressively managed, invests in small-caps selectively, has a good long-term record |
|
| BALANCE |
|
| Birla Sun Life 95 |
17.06 |
26.25 |
34.38 |
|
Had a good run in 2007, aggressively managed |
|
| Canara Robeco Balance3 |
19.46 |
30.93 |
33.35 |
|
Consistent performer |
|
| DSP Merrill Lynch Balanced |
25.27 |
28.03 |
35.83 |
|
A safe bet as the fund belongs to a pedigreed fund house |
|
| HDFC Prudence |
15.90 |
29.15 |
39.70 |
|
Good long-term track record and pedigreed fund house |
|
| JM Balance |
9.30 |
23.59 |
26.33 |
|
Turnaround in fund management, renewed focus on equity |
|
| EQUITIES-MARGINAL EXPOSURE |
|
| Birla MIP |
9.65 |
8.51 |
9.51 |
|
Has a portfolio of debt instruments and a mid-cap exposure in equity |
|
| Birla MIP-Savings 5 |
12.65 |
8.17 |
N.A.1 |
|
Deft management of debt component, takes equity exposure only when required |
|
| DSP Merrill Lynch Savings Plus-Conservative |
4.25 |
6.29 |
N.A.1 |
|
Very active equity management, opportunistic but good downside protection |
|
| DSP Merrill Lynch Savings Plus-Moderate |
6.41 |
8.70 |
10.03 |
|
Very active equity management, opportunistic but good downside protection |
|
| HSBC MIP-Regular |
12.33 |
9.44 |
N.A.1 |
|
Consistent performer |
|
| JM MIP |
7.58 |
8.28 |
N.A.1 |
|
Low interest rate sensitive portfolio |
|
| Principal MIP |
15.85 |
9.05 |
9.34 |
|
A turnaround fund that has done exceedingly well in the last year |
|
| SBI Magnum MIP |
8.11 |
7.88 |
8.60 |
|
A shorter average maturity helps protect downside for the fund |
|
| EQUITIES SIGNIFICANT EXPOSURE |
|
| DSP Merrill Lynch Savings Plus-Aggressive |
6.87 |
10.56 |
N.A.1 |
|
Very active equity management, opportunistic but good downside protection |
|
| HDFC MIP-LTP |
9.33 |
12.65 |
N.A.1 |
|
Good track record and well-managed |
|
| HSBC MIP-Savings |
14.83 |
12.20 |
N.A.1 |
|
Good track record and well-managed |
|
| ICICI Prudential Income Multiplier |
6.17 |
11.96 |
N.A.1 |
|
Takes volatility in debt portfolio with a healthy dose of equity for better returns |
|
| UTI Mahila Unit Scheme |
13.32 |
23.09 |
20.77 |
|
Open to both genders. A core holding for conservative investors |
|
