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Aditya Birla Sun Life Frontline Equity Fund (G)

The document describes 10 mutual funds that provide different returns over periods of 7-10 years. The funds include large cap, mid cap, small cap, focused equity, tax saving, and multi cap funds. They require minimum investments ranging from Rs. 500 to Rs. 5,000 and invest in sectors like banking, finance, technology, pharmaceuticals, manufacturing and others. The funds aim to provide capital appreciation, income generation and tax benefits to long term investors.

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78 views3 pages

Aditya Birla Sun Life Frontline Equity Fund (G)

The document describes 10 mutual funds that provide different returns over periods of 7-10 years. The funds include large cap, mid cap, small cap, focused equity, tax saving, and multi cap funds. They require minimum investments ranging from Rs. 500 to Rs. 5,000 and invest in sectors like banking, finance, technology, pharmaceuticals, manufacturing and others. The funds aim to provide capital appreciation, income generation and tax benefits to long term investors.

Uploaded by

Anonymous EGezJvgc
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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1.

Aditya Birla Sun Life Frontline Equity Fund (G)


Conceived as a major large-cap fund, the Aditya Birla Sun Life Frontline Equity Fund is
essentially an open-ended instrument which has consistently provided returns ranging
from 14% to 20% over a tenure of 7-10 years. This fund is primarily meant for investors
who are seeking long-term capital growth and income generation possibilities. It
requires a minimum investment of Rs 1,000, while the maximum investment can be up
to any amount.

2. Franklin India Prima Fund


The Franklin India Prima Fund is a mid-cap, equity fund which has provided an
overwhelming 21% returns in the past 10 years. It is fundamentally an open-ended
growth scheme that focuses on the singular objective of capital accumulation and
appreciation. In the 26 years since its inception, this fund has furnished one of the
highest dividend distribution ratios. The minimum investment required to be a part of
this fund is Rs 5,000.

3. Franklin India Smaller Companies Fund


Launched in 2005 as an open-ended, small cap fund, the Franklin India Smaller
Companies Fund is, at its core, a highly diversified equity scheme. It invests its assets
in small and mid-cap companies belonging to a multitude of sectors, which are likely to
follow a high growth trajectory in the near future. Long-term capital growth has been
identified as the fund’s basic objective. Its returns in the last 10 years have varied
between 11% to 22%, thereby turning it into a cost-effective and tax-efficient mutual
fund.

4. Franklin India Focused Equity Fund


Previously named as Franklin India High Growth Companies Fund, the Franklin India
Focused Equity Fund offers around 19% returns for a 9-10 year horizon. It is basically a
diversified fund that invests in companies which have a potential for high growth. In the
beginning, the fund requires a minimum investment of Rs 5,000. Most of its holdings
are locked in banking, finance, telecom, and pharmaceutical companies.

5. DSP BR Tax Saver Fund (G)


As the name itself suggests, the DSP BR Tax saver fund is essentially a tax-saving
scheme which requires a minimum investment of an amount as low as Rs 500. It is
primarily constituted of equity and other similar corporate securities, holding which can
make an investor eligible for tax deductions under section 80 (C) of the Income Tax
Act, 1961. The fund’s objective is to generate capital appreciation by providing assured
returns that range from 15% to 17% in the longer run.

6. Canara Robeco Blue-Chip Equity Fund (G)


Ranked as number 1 in the large-cap category, the Canara Robeco Blue-Chip Equity
Fund is known for generating steady returns of approximately 12%-13% over a 10 year
period. Predominantly, the fund invests in companies which have a large share of
market capitalisation. These include organisations from engineering, technology, and
banking sectors. 95% of the fund’s assets are allocated to equities which require a
minimum investment of Rs. 5,000.

7. Axis Mid-Cap Fund (G)


Considered to be one of the top three funds in the mid-cap category, the Axis mid-cap
fund has provided yields of 15% to 20% in a tenure of the past 9-10 years. It basically
invests in the equity instruments of companies in the finance, manufacturing, and
automotive sectors. Introduced in 2011, the fund requires a minimum investment of Rs
5,000 and has an asset size of nearly Rs 1,500 crore. It has a small exit load of 1%,
thereby helping investors significantly lower their risk profiles.

8. Reliance Small Cap Fund- Direct (G)


Offering returns as high as 27% in ten years, the Reliance Small Cap Direct Fund is a
highly sought after financial instrument. Most of its holdings are allocated amongst a
plethora of well-founded companies in the manufacturing, telecom, technology, and
chemicals sectors. Like its counterparts, the fund requires a minimum investment of Rs
5,000 and aims at a goal of long-term capital appreciation. However, its investments
include a portfolio of both, equity and debt instruments.

9. Kotak Standard Multi-Cap Fund


The Kotak standard multi-cap fund yields returns ranging from 15% to 18% over a
period of 9-10 years. 91% of the fund’s assets are allocated to equity instruments
whereas, the remaining are locked in debt securities. The fund has a diversified
portfolio consisting of a wide array of sectors like oil & gas, banking, finance, and
engineering. Within 10 years of its launch, the fund has been able to create an asset
size of about Rs 15,000 crore. The minimum investment amount for this fund too is Rs.
5,000.

10. IDFC Tax Advantage (ELSS) Fund (G)


Conceived as open-ended, growth fund in 2008, the IDFC tax advantage (ELSS) fund
invests in equities and aims at providing steady returns of about 16% in the longer run.
Being an equity linked saving scheme, the fund has a minimum investment of Rs 500
and makes an investor eligible to claim tax benefits under Section 80C. The assets of
the fund are broadly allocated between sectors as varied as finance, real estate, retail,
and food & beverage.

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