Objectives of a mutual fund are –
| Fund Objective | What the fund will invest in |
|---|---|
| Equity (Growth) | Only in stocks |
| Debt (Income) | Only in fixed-income securities |
| Money Market (including Gilt) | In short-term money market instruments (including government securities) |
| Balanced | Partly in stocks and partly in fixed-income securities, in order to maintain a ‘balance’ in returns and risk |
- Alternative Investment Funds (AIFs)
- Bankers to an Issue
- Collective Investment Schemes (C.I.S)
- Commodity Derivatives
- Corp. Debt Market
- Credit Rating Agencies
- Debenture Trustees
- Depository Participants
- Derivatives
- Foreign Portfolio Investors (FPI)
- International Affairs
- Investigation
- Listing Regulations
- Investment Advisers
- Investor Survey
- Issues And Listing
- Merchant Bankers
- Mutual Fund
- Portfolio Managers
- Prosecution
- Infrastructure Investment Trusts (InvITs)
- Registrars to an Issue and Share Transfer Agents
- Research Analysts
- Stock Brokers
- Takeover
- Real Estate Investment Trusts (REITs)
- Trading, etc
- Underwriters
- Venture Capital
Entities
- Security Appellate tribunal
- Intermediaries
- Clearing Corporations
- Depositories
- Stock Exchange
Funds : 2019
| Large Cap Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|
| Axis Bluechip Fund – D (G) | 1027.03 | 8.83% | 12.87% | 12.41% | |
| Axis Bluechip Fund (G) | 4417.53 | 7.47% | 11.36% | 11.02% | |
| BNP Paribas Large Cap Fund – D (G) | 66.34 | 6.77% | 7.18% | 8.29% | |
| CR Bluechip Equity Fund – D (G) | 18.08 | -0.51% | 6.73% | 8.79% | |
| Edelweiss Large Cap – Direct (G) | 22.14 | -0.97% | 6.14% | 8.15% | |
| Multi Cap Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
| Reliance Capital Builder-II-Sr-B DP(G) | 4.7 | 8.87% | 12.48% | 12.05% | |
| Reliance Capital Builder-II-Sr-B (G) | 25.02 | 7.73% | 11.07% | 10.61% | |
| Reliance Close-End Eqty-2-Sr-A-DP-G | 5.32 | 11.43% | 8.91% | 10.11% | |
| Reliance Close-End Eqty-2-Sr-A (G) | 232.55 | 11.39% | 8.64% | 9.44% | |
| Axis MCF – DP (G) | 173.72 | 8.17% | 7.75% | 7.75% | |
| Large & Mid Cap Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
| Invesco Growth Opportunities – D (G) | 294.98 | -2.09% | 6.36% | 9.77% | |
| Mirae Emerging Bluechip -Direct (G) | 1614.28 | -0.16% | 6.28% | 12.58% | |
| Mirae Emerging Bluechip Fund (G) | 5776.91 | -1.21% | 5.35% | 11.61% | |
| Tata Large & Mid Cap Fund – D (G) | 92.36 | 2.19% | 5.05% | 7.88% | |
| Invesco Growth Opportunities Fund (G) | 1067.75 | -3.26% | 4.82% | 8.06% | |
| Mid Cap Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
| Axis Mid Cap Fund – Direct (G) | 467.57 | -1.39% | 7.74% | 9.52% | |
| Axis Mid Cap Fund (G) | 1931.19 | -2.64% | 6.45% | 8.24% | |
| Tata Mid Cap Growth – Direct (G) | 43.11 | -5.27% | 0.72% | 5.53% | |
| Invesco India Midcap – D (G) | 55.27 | -12.07% | 0.57% | 6.38% | |
| Tata Mid Cap Growth Fund (G) | 630.13 | -6.6% | -0.36% | 4.52% | |
| Small Cap Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
| Axis Small Cap Fund – Direct (G) | 67.94 | 9.74% | 7.24% | 10.08% | |
| Axis Small Cap Fund (G) | 301.69 | 8.52% | 6.05% | 8.85% | |
| Sundaram Select Micro Cap-Sr 3-DP-G | 4.52 | -8.59% | 4.18% | 10.27% | |
| Sundaram Select Micro Cap-Sr 3-RP-G | 52.61 | -8.9% | 3.8% | 9.73% | |
| Sundaram Select Micro Cap-Sr 4-DP-G | 3.09 | -10.47% | 2.89% | 9.41% |
| Dividend Yield Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|
| UTI Dividend Yield Fund -Direct (G) | 73.7 | -6.95% | 2.5% | 5.93% | |
| UTI Dividend Yield Fund (G) | 2411.52 | -7.53% | 1.82% | 5.24% | |
| Principal Dividend Yield-Direct (G) | 2.57 | -12.53% | 1.03% | 6.66% | |
| Principal Dividend Yield (G) | 204.87 | -13.18% | 0.38% | 6.07% | |
| ICICI Pru Dividend Yield Equity – D (G) | 15.8 | -15.02% | -4.3% | 2.87% | |
Debt Funds
| Long Duration Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|
| Reliance Nivesh Lakshya Fund – DP (G) | 371.47 | 24.31% | 23.33% | 23.33% | |
| Reliance Nivesh Lakshya Fund – RP (G) | 108.31 | 23.92% | 22.94% | 22.94% | |
| Reliance Nivesh Lakshya Fund – DP (AD) | 0.41 | 17.93% | 17.39% | 17.39% | |
| Reliance Nivesh Lakshya Fund – RP (AD) | 0.32 | 17.88% | 17.33% | 17.33% | |
| Reliance Nivesh Lakshya Fund – RP (MD) | 0.96 | 13.47% | 13.22% | 13.22% | |
| Medium to Long Duration Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
| Reliance Income Fund – Direct (G) | 58.74 | 18.2% | 10.02% | 9.48% | |
| CR Income Fund – D (G) | 17.02 | 16.13% | 9.26% | 8.99% | |
| Reliance Income Fund (G) | 170.29 | 17.33% | 9.18% | 8.6% | |
| ABSL Income Fund – D (G) | 236.9 | 15.93% | 8.92% | 8.81% | |
| Kotak Bond – Plan A – Direct Plan (G) | 610.17 | 16.15% | 8.75% | 8.51% | |
| Medium Duration Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
| SBI Magnum Medium Duration Fund – D (G) | 478.9 | 12.82% | 9.31% | 9.83% | |
| Indiabulls Income Fund – Direct (G) | 57.76 | 11.07% | 9.18% | 8.91% | |
| IDFC Bond Fund – MTP – D (G) | 659.08 | 12.9% | 8.75% | 8.59% | |
| Indiabulls Income Fund (G) | 2.4 | 10.49% | 8.61% | 8.24% | |
| SBI Magnum Medium Duration Fund (G) | 1188.82 | 12.45% | 8.59% | 8.95% | |
| Dynamic Bond Fund» | Crisil Rank | AUM (Cr) | 1 Y | 3 Y | 5 Y |
| Mirae Asset DBF – Direct (G) | 11.87 | 17.72% | 11.07% | 11.07% | |
| Kotak Dynamic Bond Fund – D (G) | 248.25 | 15.02% | 10.09% | 9.99% | |
| PGIM India Dynamic Bond Fund-DP (G) | 11.84 | 15.78% | 10.07% | 10.02% | |
| SBI Dynamic Bond Fund – Direct (G) | 186.75 | 17.99% | 10.02% | 9.86% | |
| IDFC Dynamic Bond – Direct (G) | 694.54 | 17.5% | 9.93% | 9.61% |