Fund Snapshot- Business News

Fund Snapshot

Balanced funds have received massive inflows this year. Their annualized returns over long term (five years) are close to that of large-cap funds.

  • November 15, 2017  
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  • Returns are as on 15th September'17
  • Equity funds are ranked on the basis of 5-year performance
  • Fixed Income funds are ranked on the basis of 3-year performance
  • AUM filter of minimum Rs.500Cr is applied on all the categories
  • All portfolio related data is as of August'17 end; unless specified
  • Returns of time-period of more than one year are annualized
  • *As of March'17
  • #As of July'17
  • Source: Morningstar