Mutual funds benefit

Page 1

Mutual Benefit Scheme

5-yr Returns

Rank

Sortino Ratio

Rank

Final Rank

HDFC Top 200

17%

3

-0.42

11

1

Birla Sun Life Frontline Equity

17%

5

-0.40

5

2

UTI Dividend Yield

17%

7

-0.39

2

3

Reliance NRI Equity

16%

8

-0.41

7

4

HDFC Equity

17%

4

-0.44

25

5

Quantum Long-Term Equity

17%

6

-0.43

19

6

DSP BlackRock Top 100 Equity

16%

10

-0.44

20

7

HDFC Growth

16%

9

-0.44

33

8

Reliance RSF

21%

1

-0.48

64

9

Franklin India Bluechip

14%

21

-0.42

13

10

Baroda Pioneer Growth

14%

25

-0.39

1

11

Templeton India Growth

15%

16

-0.44

31

12

Tata Dividend Yield

14%

22

-0.43

14

13

Franklin India Prima Plus

15%

20

-0.44

24

14

ICICI Prudential Dynamic

15%

13

-0.45

48

15

Principal Large Cap

15%

18

-0.44

34

16

IDFC Imperial Equity

13%

28

-0.39

3

17

Sahara Growth

14%

27

-0.41

10

18

Tata Equity P/E

16%

11

-0.47

61

19

Fidelity Equity

15%

14

-0.46

56

20

Source: Mutual Funds India, Moneylife Research. Sortino ratio is for bear periods


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