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FUNDSUPERMART.COM MUTUAL FUND RESEARCH RECOMMENDATIONS

At Fundsupermart.com, we have an in-house research team to provide independent research and detailed analyses of the market movements, and to help you make the smartest next move.

We strive to analyze funds with as long a comparable history as possible and only within their peer group.

For A Look At Our Methodology, Click here..

For A More Detailed Description Of Why We Recommend Any Particular Fund, Please Click On The Recommended Fund's Name Below:

 
Equity
Debt
Hybrid
Recommended Funds  Fund Class
Performance (Annualised)
1 year 2 years 3 years 5 years
Buy  
DSP BLACKROCK TOP 100 EQUITY FUND- GROWTH  Large Cap  21.06 6.87 7.55 7.64
FRANKLIN INDIA BLUECHIP FUND- GROWTH  Large Cap  23.75 7.12 8.34 8.69
BSL FRONTLINE EQUITY FUND- GROWTH  Large Cap  33.95 9.99 9.23 9.14
ICICI PRUDENTIAL FOCUSED BLUECHIP EQUITY FUND- GROWTH  Large Cap  26.24 9.15 10.93 -
RELIANCE BANKING FUND- GROWTH  Banking  41.28 9.95 12.35 16.08
RELIANCE PHARMA FUND- GROWTH  Pharma  30.13 14.9 14.12 24.61
SBI FMCG FUND- DIVIDEND REINVESTMENT  FMCG  0 0 0 0
ICICI PRUDENTIAL TECHNOLOGY FUND- GROWTH  Technology  8.11 3.8 10.24 6.4
L&T INDIA SPECIAL SITUATIONS FUND- GROWTH  Speciality  25.83 9.49 8.98 7.69
RELIANCE EQUITY OPPORTUNITIES FUND- GROWTH  Multi Cap  25.22 11.66 11.48 13.21
UTI OPPORTUNITIES FUND- GROWTH  Multi Cap  22.99 10.57 11.32 11.67
MIRAE ASSET INDIA OPPORTUNITIES FUND- GROWTH  Multi Cap  26.18 8.38 9.21 11.15
DSP BLACKROCK SMALL AND MID CAP FUND- GROWTH  Midcap & Small cap  15.07 3.47 4.56 9.51
HDFC MID-CAP OPPORTUNITIES FUND- GROWTH  Midcap & Small cap  19.19 9.27 11.22 12.76
SBI EMERGING BUSINESS FUND- GROWTH  Midcap & Small cap  29.99 21.15 18.49 -
IDFC STERLING EQUITY FUND- GROWTH  Midcap & Small cap  17.96 7.9 7.94 17.52
BSL DIVIDEND YIELD PLUS- GROWTH  Dividend Yield  13.3 3.74 6.02 12.58
ICICI PRUDENTIAL DISCOVERY FUND- GROWTH  Contra & Value  18.54 6.97 8 14.01
RELIGARE CONTRA FUND- GROWTH  Contra & Value  17.76 2.98 3.84 8.14
FRANKLIN INDIA INDEX FUND BSE SENSEX PLAN- GROWTH  Index  26.48 5.83 6.56 -
HDFC INDEX FUND SENSEX PLUS PLAN- GROWTH  Index  24.41 6.99 8.24 7.04
ICICI PRUDENTIAL INDEX FUND  Index  26.6 6.74 7.36 4.3
ICICI PRUDENTIAL TAX PLAN- GROWTH  ELSS  21.65 5.73 6.71 8.33
FRANKLIN INDIA TAXSHIELD- GROWTH  ELSS  22.01 8.4 9.66 8.62
RELIANCE TAX SAVER ( ELSS ) FUND- GROWTH  ELSS  20.72 8.55 8.72 9.64
CANARA ROBECO EQUITY TAX SAVER- GROWTH  ELSS  23.15 8.66 8.21 -
AXIS LONG TERM EQUITY FUND- GROWTH  ELSS  29.43 13.88 13.23 -
DWS GLOBAL AGRIBUSINESS OFFSHORE FUND- GROWTH  Global  17.55 10.45 14.12 -
FRANKLIN ASIAN EQUITY FUND- GROWTH  Global  18.11 9.83 12.48 6.08
JPMORGAN GREATER CHINA EQUITY OFF SHORE FUND- GROWTH  Global  25.74 9.47 14.21 -
ICICI PRUDENTIAL INFRASTRUCTURE FUND- GROWTH  Infrastructure  16.74 -2.98 -1.96 -1.62
DSP BLACKROCK INDIA T.I.G.E.R. FUND- GROWTH  Infrastructure  22.35 1.28 -0.18 0.04
PINEBRIDGE INFRASTRUCTURE AND ECONOMIC REFORM FUND STANDARD PLAN- GROWTH  Infrastructure  14.21 -1.99 -1.43 -0.32
Please note that while we hope that these recommendations would be useful for investors, you are also advised to look at the fund's scheme information document/ statement of additional information and do your own further research before making your investment decisions.
DSP BLACKROCK TOP 100 EQUITY FUND- GROWTH
Investment Strategy: The fund primarily invests in the top 100 companies by market capitalisation. It follows a blend style of investing through a combination of top-down and bottom-up approach of stock picking. The fund during our period of analysis (past 3 years) had held 29-47 stocks in its portfolio. This is an actively managed fund as can be seen from the fact that out of 33 stocks held in the portfolio as on November 2012, only 9 of them have been held for more than 2 years. An analysis of the sectoral allocation shows that Banking, Information Technology (Software), Petroleum Products, Pharmaceuticals and Consumer Non Durables have been some of the prominent sectors in this portfolio. If we dig deeper, we notice that Banking has the highest exposure in all the 36 months, moving from 17% in December 2009 to 31% in November 2012.

Performance: This fund entered our recommended funds' list for the first time in June 2009 and continued to be a part of it in 2010 as well. However, the fund failed to make it to the top pick in 2011. Since 2012, this fund has once again found a place in our list of recommended large cap funds. The fund has generated a CAGR of 7.23% vis-à-vis the benchmark return of 4.55% (3 years). Over a 5-year time period, the fund delivered a CAGR of 4.63%, while the benchmark returned -0.38%.

Inception Date: March 10, 2003
Fund Manager: Apoorva Shah
Asset Size: Rs 3,655.19 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 100 
View Fact Sheet Buy Fund View Fund Card
FRANKLIN INDIA BLUECHIP FUND- GROWTH
Investment Strategy: The fund aims at steady and consistent growth by focusing on well-established large size companies. An analysis of the portfolio over the last 3 years brings out the following trends. The total stocks in the portfolio ranges between 38 and 46. The fund is known to follow a buy-and-hold strategy as can be seen from the fact that out of 43 stocks held in November 2012, 53% of them have been held for more than 2 years. Similar to many of its peers, this fund also has the maximum exposure to the Banking sector, which has averaged 20% over the past 3 years. In the initial months of 2010, Banks, Industrial Capital Goods, Information Technology (Software), Petroleum Products and Telecom-Services were the top 5 sectors. However, after a year, the allocation into Industrial Capital Goods got reduced and Power replaced it as one of the top 5 sectors. Since the start of 2012, exposure to Petroleum Products has reduced as a result of which Pharmaceuticals has become one of the top picks of this fund. As on November 2012, the top 5 sectors of this fund are: Banking (25%), Information Technology (Software) (9%), Pharmaceuticals (8%), Telecom (8%) and Petroleum Products (6%).

Performance: The fund finds a place in our recommended funds list for the third time in a row. The fund has generated a CAGR of 9.21% and 4.88% over 3 and 5 years while the benchmark delivered 4.54% and -0.02% respectively.

Inception: December 01, 1993
Fund Manager: Anand Radhakrishnan and Anand Vasudevan
Asset Size: Rs 5,192.68 crore (AUM as on 30 November 2012)
Exit Load: 1% on or before 1 year, Nil-After 1 Year
Benchmark: BSE Sensex 
View Fact Sheet Buy Fund View Fund Card
BSL FRONTLINE EQUITY FUND- GROWTH
Investment Strategy: This fund aims at being as diversified across various sectors as its benchmark BSE 200. Over the past 3 years, the portfolio holds anywhere from 54 to 64 stocks. The fund follows a buy-and-hold strategy, evident from the November 2012 portfolio from which 34 (out of 64) stocks has been held for more than 2 years. The sectoral allocation of the portfolio shows that during the last 3 years, Banking and Information Technology (Software) have been among the top 2 sectors constituting on an average 17% and 10% respectively. Other prominent sectors have been Consumer Non Durables and Petroleum Products and Pharmaceuticals.

Performance: This fund has found a place in our recommended funds' list for the first time. It has generated a CAGR of 8.18% and 5.37% over 3 and 5 years, respectively. On the other hand, the benchmark has generated a CAGR of 4.30% and -0.53%, respectively, during this time frame.

Inception Date: September 23, 2002
Fund Manager: Mahesh Patil
Asset Size: Rs 3,001.89 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 200 
View Fact Sheet Buy Fund View Fund Card
ICICI PRUDENTIAL FOCUSED BLUECHIP EQUITY FUND- GROWTH
Investment Strategy: The fund's strategy is to invest in 20 stocks, out of 200, in terms of market capitalisation on the National Stock Exchange (NSE). However, if the assets under management cross Rs 1,000 crore, then the number of stocks in the portfolio can be increased. The fund follows a bottom-up stock picking approach in its concentrated portfolio of 18-32 stocks (3-year average). Stocks such as ITC, ICICI Bank, Bharti Airtel, Bajaj Auto, Reliance Industries and Hindustan Zinc have been a part of the portfolio during the last 3 years. As far as sectoral allocation goes, it can be seen that from December 2009-November 2012, Banking and Information Technology (Software) have been the favourite picks featuring among the top 5 sectors every month with an average exposure of 22% and 14% respectively. The fund has reduced exposure to derivatives from around 7% in January 2010 to nil as on November 2012.

Performance: The best performing large-cap fund on our platform continues to be a part of our recommended funds' list after it was introduced for the first time in 2011. Over a period of 3 years, the fund has generated a CAGR of 11.31% while the benchmark delivered 5.32%. Over a 4-year time period, the fund's CAGR stood at 28.05%, as against the benchmark return of 20.82%.

Inception Date: May 23, 2008
Fund Manager: Manish Gunwani and Atul Patel
Asset Size: Rs 4,353.30 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: S&P CNX Nifty 
View Fact Sheet Buy Fund View Fund Card
RELIANCE BANKING FUND- GROWTH
Investment Strategy: This fund invests in stocks from the banking and financial space. Over the last 3 years, the average allocation to large, mid and small caps was to the tune of 79%, 10% and 2%, respectively, while average cash allocation hovered at 7%. A closer look revealed that over a period of 3 years, most allocation was to public sector banks (47%) followed by private sector banks (32%) and financial services companies (12%). Recently, exposure to public sector banks is being gradually reduced while it is being increased to private sector banks. Public sector banks used to corner 54% of the portfolio in December 2009, which dropped to 31% in November 2012. During the same period, the share of private sector banks has risen from 27% to 49%.

Performance: Reliance Banking Fund has been a part of our recommended funds list since June 2009.This has been the best performing banking fund on our platform for some time now and continues to be the top performer. Over a 3 and 5 years, the fund has generated a CAGR of 14.80% and 13.37%, respectively, as against benchmark returns of 10.35% and 5.33%.

Inception Date: May 28, 2003
Fund Manager: Sanjay Parekh and Shrey Loonker
Asset Size: Rs 1,899.07 (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: CNX Bank Index 
View Fact Sheet Buy Fund View Fund Card
RELIANCE PHARMA FUND- GROWTH
Investment Strategy: The fund invests in equities or fixed income securities of Pharma and other associated companies. The fund currently has a major chunk of the portfolio in large caps. Exposure to large caps was increased from 41% in December 2009 to 76% in November 2012. On the other hand, the allocation to small caps has been reduced drastically from 34% to 10% in November 2012. The fund has been maintaining a compact portfolio as can be seen from the fact that over the last 3 years the average stock count was to the tune of 20. Out of the 22 stocks held in the portfolio in November 2012, 13 of them have been held for 3 years. As on November 2012, the top 5 stocks are Divis Laboratories, Cipla, Dr Reddy's Laboratories, Sanofi India and Ranbaxy Laboratories. Divis Laboratories, Sanofi India and Ranbaxy Laboratories have been among the top 5 holdings for the last 1 year.

Performance: Pharmaceuticals became a part of our recommendation since June 2010, and since then, this fund has been our recommended one in this space. The best performing fund on our platform, the CAGR over 3 and 5 years is 20.42% and 22.21%, respectively, as against 18.55% and 15.74% delivered by the benchmark.

Inception Date: June 08, 2004
Fund Manager: Sailesh Raj Bhan
Asset Size: Rs 690.81 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE Healthcare Index 
View Fact Sheet Buy Fund View Fund Card
SBI FMCG FUND- DIVIDEND REINVESTMENT
Investment Strategy: The fund invests in Fast Moving Consumer Good (FMCG) sector companies. As for the market bias of the portfolio, it is skewed towards large caps. Over the last 3 years, the market capitalization of this fund stands at: Large caps (71%), Mid caps (10%) and Small caps (14%). A very compact portfolio, the number of stocks has ranged from 7 (December 2009) to 19 (November 2012). A closer look at the portfolio during the last 36 months shows that ITC has been the top holding of this fund with an exception of two months, i.e., July 2010 and November 2011. The average exposure into this stock during this time period has been around 27%. In addition to ITC, other stocks that have been in the portfolio for more than last 24 months are Glaxosmithkline Consumer Healthcare, Hindustan Unilever, Agro Tech Foods and JHS Svendgaard Laboratories.

Performance: This find entered our recommended funds list for the first time in 2011 and continues to be the top performer since then. Over a period of 3 and 5 years, the fund has generated a CAGR of 35.52% and 26.38% as against benchmark returns of 28.07% and 22.86%, respectively.

Inception Date: July 14, 1999
Fund Manager: Saurabh Pant
Asset size: Rs 160.41 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE FMCG Index 
View Fact Sheet Buy Fund View Fund Card
ICICI PRUDENTIAL TECHNOLOGY FUND- GROWTH
Investment Strategy: The fund has a mandate to invest in technology and technology dependent companies. The fund normally has a large-cap bias and over the past 3 years more than 66% of the portfolio has been concentrated in large caps. During this period, the fund also sported a concentrated portfolio with around 10-14 stocks. The current portfolio has 10 stocks with half of them (Infosys, Wipro, Infotech Enterprises, Nucleus Software Exports and Quality Assurance Institute) being held for 3 years. The maximum exposure is to Infosys, which cornered 52% of the portfolio in December 2009 to drop to 34% in November 2012. Though allocation to the stock has declined, it is still the single largest holding. During the last 3 years, software companies constituted around 92% of the portfolio while the rest is allocated between hardware companies or held in cash and derivatives.

Performance: We began to include technology funds in our recommended funds list only in June 2010 and this fund entered the list for the first time in 2011. Last year this fund exited the list but has re-appeared due to favourable numbers. Its CAGR of 14.87% over 3 years stands favourable when compared with benchmark returns of 7.36%. However, over a 5-year time period, the fund's CAGR of 6.34% is lower than the benchmark's return of 7%.

Inception Date: March 3, 2000
Fund Manager: Mrinal Singh & Atul Patel
Asset Size: Rs 107.42 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE IT Index 
View Fact Sheet Buy Fund View Fund Card
L&T INDIA SPECIAL SITUATIONS FUND- GROWTH
Investment Strategy: The fund is primarily a diversified equity fund focusing on investments in undervalued companies from a long-term perspective. The key theme focus for the fund will be on 'Special Situations' which refer to out-of-the-ordinary which will present interesting stock picking opportunities. Such special situations could include companies with recovery potential, growth potential not recognized by the market, having hidden/undervalued assets whose value may not be fully recognized by the market, interesting product pipelines which could offer good earnings potential, companies undertaking corporate restructuring and companies which could be potential candidates for mergers and acquisitions related activities.
The average exposure to large caps has been around 69%, whereas exposure to mid and small caps has been to the tune of 12% in each respectively, over the past 3 years. The portfolio is highly diversified as the stock holdings have been in the range of 70-92 since December 2009. Currently the portfolio has around 73 stocks, out of which 23 of them have been held for at least 36 months. During the last 3 years, Banks, Software, Petroleum Products and Finance have featured among the top 5 sectors on a continuous basis with an average exposure of 19%, 13%, 7%, and 9% respectively.

Performance: This fund has found its place in our recommended funds' list for the first time. Over 3- and 5-years, the fund has generated 10.49% and 3.92% as against the benchmark which has delivered 4.30% and -0.53% respectively.

Inception Date: May 26, 2006
Fund Manager: S.N. Lahiri and Rajesh Pherwani
Asset size: Rs 648.29 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 200 
View Fact Sheet Buy Fund View Fund Card
RELIANCE EQUITY OPPORTUNITIES FUND- GROWTH
Investment Strategy: The fund's strategy is to invest in growth as well as value stocks which will benefit from structural changes in government policies, infrastructure spending and global economic reforms which integrates the different economies across the globe. The fund adopts a combination of top down and bottoms up approach to stock picking. From a market capitalization perspective, the fund's average allocation into large caps, mid caps and multi caps stands at 54%, 18% and 14% respectively. Over the last 3 years, the number of stocks varies from 30 to 56. The fund currently holds 56 stocks out of which just 11 have been in the portfolio for more than 3 years. An analysis of the sectoral exposure shows that Pharmaceuticals, Information Technology (Software) and Banks have been among the top 5 sectors with an average exposure of 13%, 13% and 10%, respectively, over the last 3 years.

Performance: This fund has entered our recommended list for the first time. Over a period of 3 years and 5 years, its CAGR of 17.19% and 8.12%, respectively, has been ahead of the benchmark returns of 4.55% and -0.38%.

Inception Date: March 31, 2005
Fund Manager: Sailesh Raj Bhan and Viral Berawala
Asset Size: Rs 4,763.68 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 100 
View Fact Sheet Buy Fund View Fund Card
UTI OPPORTUNITIES FUND- GROWTH
Investment Strategy: This fund will invest in equities wherein the highlight will be to respond to the dynamically changing Indian economy by moving investments across sectors depending on the changing trends. The fund will predominantly invest in 4-5 sectors that are expected to outperform the broader market in the short-medium term. The fund holds a large chunk of its portfolio in large-cap stocks in order to manage the equity market volatility. The average exposure to large caps over the last 3 years has been to the tune of 88%. The fund takes only a small exposure to mid and small caps with the average exposure standing at 3% and 1%, respectively, during our period of analysis. During December 2009-November 2012, the stock holding in the portfolio was in the range of 34-43. As on November 2012, the fund held 42 stocks out of which more than 65% have been held for more than 2 years. The sectoral allocation of the fund shows that Consumer Non Durables and Banks have been held continuously for the last 35 months and has been among the top 5 sectors during this time period. Auto, which was one of the top 5 sectors during 2010, moved out of this list as its exposure has been reduced from 11% in April 2010 to around 5% in November 2012. In addition, the fund has gradually increased exposure to Cement from 2% in December 2009 to around 11% November 2012.

Performance: This fund entered our recommended funds list for the first time in 2011, after which it has continuously been our top pick in the multi-cap space. Its CAGR of 11.45% and 7.17% over 3 and 5 years, respectively, puts it ahead of the benchmark returns of 4.55% and -0.38%.

Inception Date: July 20, 2005
Fund Manager: Anoop Bhaskar
Asset Size: Rs 3,493.73 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 100 
View Fact Sheet Buy Fund View Fund Card
MIRAE ASSET INDIA OPPORTUNITIES FUND- GROWTH
Investment Strategy: The aim of the fund is to find investment opportunities which will benefit from Indian economic growth and its structural shifts. The fund has no bias to theme, sector, market capitalization or stock picking style. The fund has a tilt towards large caps with an average exposure of 80% during the last 3 years. During the same time period, exposure to mid and small caps has been 8% and 7% respectively. Over the past 3 years, the fund held anywhere between 47-57 stocks. The fund follows a buy-and-hold strategy as can be seen from the fact that 35 out of 55 stocks have been in the portfolio for more than 2 years. Banks, Information Technology (Software) and Pharmaceuticals have been among the top 5 sectors for the last 3 years. Allocation to these sectors, on an average, stood at has been 17%, 10% and 8%. respectively.

Performance: A relatively new fund in the category, this entered our recommended funds list for the first time in 2012 and continues to be one of our top picks. Its CAGR of 10.49% and 32.26% over 3 and 4 years respectively is ahead of the benchmark at 4.30% and 22.41%.

Inception Date: April 4, 2008
Fund Manager: Neelesh Surana and Gopal Agrawal
Asset Size: Rs 285.83 crore (AUM as on November 2012)
Exit Load: 2% on or before 182 days, 1% after 182 days but before 1 year, Nil after 1 year
Benchmark: BSE 200 
View Fact Sheet Buy Fund View Fund Card
DSP BLACKROCK SMALL AND MID CAP FUND- GROWTH
Investment Strategy: This fund invests in companies which are not a part of the top 100 stocks by way of market capitalization. The stocks are picked on the basis of bottoms-up approach and here consideration will be given to low price-to-earnings, price-to-book and price-to-sales ratios, along with growth, improving margins, asset turns, cash flows, etc. The average exposure to large and mid caps stands at 31% and 40%, respectively, during the last 3 years. On the other hand, exposure to small caps has reduced from 34% (December 2009) to 10% (November 2012). During the last 3 years, the fund has been holding stocks in the range of 58-72. The buy and hold strategy of the fund is evident from the fact that out of the 60 stocks held in November 2012, 23 have been there for more than 2 years. Consumer Non Durables is the only sector which has been in the portfolio for around 36 months and has been among the top 5 sectors during this time period. The average allocation into this sector has been around 10% over this time.

Performance: This is the third time that the fund finds an entry into our recommended funds' list. Over a 3-year time period, the fund has generated a CAGR of 12.84% as against the benchmark's 4.42%. Over 5 years, the fund delivered 6.27% against the benchmark return of 0.36%.

Inception Date: November 14, 2006
Fund Manager: Apoorva Shah and Vinit Sambre
Asset Size: Rs 1,325.12 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: CNX Midcap 
View Fact Sheet Buy Fund View Fund Card
HDFC MID-CAP OPPORTUNITIES FUND- GROWTH
Investment Strategy: The fund invests in equities of mid- and small-cap stocks. During the last 3 years, the average exposure into large, mid and small caps has been to the tune of 45%, 23% and 24% respectively. The portfolio of this fund is well diversified with over 44-72 funds during December 2009 to November 2012. As on November 2012, the portfolio comprised of around 70 stocks out of which only 19 of them have been held for more than 3 years. Banks, Industrial Products and Pharmaceuticals have been in the portfolio on a continuous basis for the last 3 years. The average exposure to these sectors was at 13%, 15% and 15% respectively.

Performance: This fund entered our recommended funds' list for the first time in 2011 after which it continues to be our top recommended mid-cap fund on our platform. The fund has generated a CAGR of 15.94% and 8.71% against benchmark returns of 4.42% and 0.36%, respectively, over a period of 3 and 5 years.

Inception Date: June 25, 2007
Fund Manager: Chirag Setalvad and Rakesh Vyas
Asset Size: Rs 2,620.90 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: CNX Midcap Index 
View Fact Sheet Buy Fund View Fund Card
SBI EMERGING BUSINESS FUND- GROWTH
Investment Strategy: The mandate of this fund is to participate in the growth potential offered by companies that are considered to be emerging and have export orientation or outsourcing opportunities or are globally competitive. As far as the market capitalization of the fund is concerned, the average exposure to large, mid and small caps has been to the tune of 25%, 20% and 46%, respectively. Exposure to large caps has been slowly increased from 20% in December 2009 to 37% in November 2012 while allocation to small caps has reduced from 54% to 30%. The portfolio is compact with around 24-38 stocks. As on November 2012, the fund had 25 stocks out of which 9 have been held for more than 2 years. Over the past 3 years, there has been no particular sectoral preference. Finance and Consumer Non Durables finds a prominent place with allocation at 13% and 9% respectively.

Performance: This best performing mid-cap fund on our platform has entered our recommended funds' list for the first time. Over a 3- and 5-year time period, the fund has generated 23.89% and 4.67% vis-à-vis the benchmark returns of 4.30% and -1.02%, respectively.

Inception Date: October 11, 2004
Fund Manager: Rama Iyer Srinivasan
Asset size: Rs 1,032.45 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 500 
View Fact Sheet Buy Fund View Fund Card
IDFC STERLING EQUITY FUND- GROWTH
Investment Strategy: This fund invests in small and mid cap growth stocks that are available at reasonable value. The scheme would predominantly invest in emerging business and companies that are aspiring leaders in their respective field of operations. The fund could also take exposure to companies that do not have a significant history of being listed. Over the past 3 years, average exposure to large, mid and small caps was to the tune of 36%, 20% and 14% respectively. With around 16-45 stocks in the portfolio, the fund is actively managed. From 44 stocks in the November 2012 portfolio, only 5 have been held for more than 2 years. Exposure to Consumer Non-Durables has reduced from 20% in December 2009 to 8% in November 2012, while it has been one among the top 5 sectors since October 2010. Other prominent sectors have been Finance and Information Technology (Software), whose average exposure has been 9% and 6% respectively. Exposure to Pharmaceuticals has increased from 2% in October 2011 to 13% in November 2012 averaging at 8% over the last 3 years.

Performance: A relatively new fund in the mid-cap space, this is the second time that it has become a part of our recommended funds' list. The fund has generated a CAGR of 5.25% and 13.72% over a 2 and 3 year time period, while the benchmark delivered -4.40% and 4.42%, respectively.

Inception Date: March 7, 2008
Fund Manager: Kenneth Andrade
Asset Size: Rs 1,326.18 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: CNX Midcap Index 
View Fact Sheet Buy Fund View Fund Card
BSL DIVIDEND YIELD PLUS- GROWTH
Investment Strategy: This fund invests in stocks that have a relatively high dividend yield (dividend paid in the previous year divided by current market price). The high dividend yield means that it should be greater than the dividend yield of Nifty last released/published by NSE. The fund also has the provision to deviate, which means that it can invest in other equities which do not have high dividend yield. As far as the market capitalization of the fund is concerned, it has on an average more than 50% of the portfolio in large caps, while the average allocation into mid and small caps has been 23% and 16%, respectively during the last 3 years. If we take a look at the current portfolio, out of 74 stocks around 29 of them have been held for 3 years. As for the sectoral allocation, during the last 3 years, Banks and Consumer Durables have been the top 2 sectors with an average allocation of around 17% and 14%, respectively. Other prominent sectors in this portfolio are Petroleum Products, Auto and Information Technology (Software).

Performance: This fund has entered our recommended list for the first time. It has generated CAGR of 10.86% and 10.15% as against benchmark returns of 4.09% and -0.81%, over a period of 3 and 5 years, respectively.

Inception Date: February 26, 2003
Fund Manager: Nishit Dholakia
Asset Size: Rs 1,395.92 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: S&P CNX 500 
View Fact Sheet Buy Fund View Fund Card
ICICI PRUDENTIAL DISCOVERY FUND- GROWTH
Investment Strategy: The fund aims to invest in potentially strong companies which are available at a discount to fair value after taking into consideration such factors as earnings, asset value, free cash flow and dividend yield. Over the last 3 years, the fund has an average allocation into large, mid and small caps to the tune of 42%, 24% and 26% respectively. During our period of analysis, the total number of stocks has been in the range of 42-77. As on November 2012, the total number of stocks in the portfolio is 63, out of which, 28 have been held for more than 24 months. Banking and Pharmaceuticals have been among the top 5 sectors during the last 36 months with an average exposure of 11% and 12% respectively. Information Technology (Software), one of the top 5 sectors since September 2010, has seen its exposure increase from 5% in December 2009 to 9% in November 2012.

Performance: This fund entered our recommended funds' list for the first time in 2010 and since then has been our top performing value fund on our platform. The fund has generated a CAGR of 13.77% and 11.66% over 3 and 5 years, respectively. During this period, the benchmark generated 4.42% and 0.36% respectively.

Inception Date: August 16, 2004
Fund Manager: Mrinal Singh and Atul Patel
Asset Size: Rs 2,365.28 crore (AUM as on November 2012)
Exit Load: 3% on or before 6 months, 2 after 6 months but on or before 18 months, Nil after 18 months
Benchmark: CNX Midcap 
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RELIGARE CONTRA FUND- GROWTH
Investment Strategy: The fund seeks to invest in potentially undervalued stocks across sectors using both, the top-down and bottom-up approach. As far as the market capitalization of the fund is concerned, the average exposure to large caps has been 67%, while the allocation to mid and small caps has been around 18% and 10% respectively. The stock holdings of this fund stand at around 38-49 stocks over the past 3 years. As on November 2012, the total number of stocks in the portfolio was around 47, out of which 14 have been held for more than 2 years. Banks has been one of the top 5 sectors for the last 36 months with an average exposure of 14%. Information Technology (Software) has also been one among the top 5 sectors with an exception of 1 month (April 2010). Consumer Non Durables, which was one among the top 5 sectors from December 2009 to August 2012, is no longer in the top 5 sectors as can be seen from the reduction in exposure from 17% in December 2009 to 5% in November 2012.

Performance: This fund entered our recommended funds' list for the first time in 2012 and continues to be there this year as well. The CAGR is 6.17% and 5.72%, as against 4.30% and -1.02% generated by the benchmark, over 3 and 5 years, respectively.

Inception Date: April 11, 2007
Fund Manager: Vetri Subramaniam and Amit Ganatra
Asset Size: Rs 60.72 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 500 
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FRANKLIN INDIA INDEX FUND BSE SENSEX PLAN- GROWTH
Investment Strategy: This passively managed fund tracks the BSE Sensex. The fund manager normally sticks to the stocks or sectors similar to the index and does not deviate much from the same. During the last 3 years, the fund has been fully invested in equities with an average allocation of 99%.

Performance: This fund has become a part of our recommended funds list for the third time with a CAGR of 4.74% and 0.39% vis-à-vis 4.54% and -0.02%, delivered by the benchmark over a period of 3 and 5 years.

Inception Date: August 27, 2001
Fund Manager: Anil Prabhudas
Asset Size: Rs 72.99 (AUM as on November 2012)
Exit Load: 1% on or before 30 days, Nil after 30 days
Benchmark: BSE Sensex 
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HDFC INDEX FUND SENSEX PLUS PLAN- GROWTH
Investment Strategy: The mandate of this fund is to invest 80-90% of the corpus in companies which are included in SENSEX and between 10% to 20% in companies outside the index. As on November 2012, around 15% of the portfolio was into socks which were not a part of Sensex.

Performance: This fund was a part of our list in June 2009. However, there was a break in 2011 after which the fund re-entered as a part of our recommended funds in 2012. This continues to be the best performing index fund on our platform. With a CAGR of 7.43% and 3.74% over 3 and 5 years respectively, it has beat the benchmark at 4.54% and -0.02%.

Inception Date: July 17, 2002
Fund Manager: Vinay Kulkarni
Asset Size: Rs 96.95 crore (AUM as on November 2012)
Exit Load: 1% on or before 30 days, Nil after 30 days
Benchmark: BSE Sensex 
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ICICI PRUDENTIAL INDEX FUND
Investment Strategy: This fund tracks the returns of the S&P CNX Nifty index through investments in stocks drawn from the constituents of the above. This fund has been maintaining exposure to Nifty Futures during the 35 months of our analysis, averaging at 12% of the portfolio.

Performance: A third time entrant into our recommended funds' list, it continues to be one of the better performing index funds on our platform. Over 3 and 5 years, the fund has generated a CAGR of 5.71% and 1.17% as against the benchmark returns of 5.32% and 0.40% respectively.

Inception Date: February 26, 2002
Fund Manager: Kayzad Eghlim
Asset Size: Rs 94.12 crore (AUM as on November 2012)
Exit Load: 0.25% on or before 7 days, Nil - After 7 days
Benchmark: S&P CNX Nifty 
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ICICI PRUDENTIAL TAX PLAN- GROWTH
Investment Strategy: The fund aims at following a value approach while picking up stocks. Exposure to large caps have increased from 57% in December 2009 to 74% in November 2012, while allocation to mid and small caps has reduced from 14% and 21% to 5% and 15%, respectively, during the same time period. Over the last 3 years, the total stock holding has been in the range of 49-66. The fund had 61 stocks in November 2012, out of which more than 36% of them have been held for more than 2 years. As far as the sectoral allocation is concerned, Banks, Information Technology (Software) and Pharmaceuticals have been among the top 5 sectors during the last 3 years. The fund has also been gradually increasing its exposure to Petroleum Products which now stands in the top 5 sectors with an allocation of 8% (November 2012). Exposure to Oil has moved from 1% in December 2009 to 11% in November 2012.

Performance: This fund has made it into our recommended funds' list for the first time with a CAGR of 10.76% and 6.26% over 3 years and 5 years respectively, as against 4.09% and -0.81% generated by the benchmark.

Inception Date: August 19, 1999
Fund Manager: Chintan Haria & Atul Patel
Asset Size: Rs 1,496.63 crore (AUM as on November 2012)
Exit Load: Nil
Benchmark: S&P CNX 500 
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FRANKLIN INDIA TAXSHIELD- GROWTH
Investment Strategy: The fund aims to maintain a diversified portfolio across sectors and market capitalization ranges. The fund follows a blend style of investing which combines value and growth. Although the fund can invest across market capitalizations, it is skewed towards the large-cap space with average exposure over the past 3 years standing at 83%. The fund is well diversified with around 45-58 stocks. Around 18 stocks in the current portfolio (November 2012) have been held for more than 2 years, while the total number of stocks is 50. Over a period of 3 years, Banking has been the first choice as far as sectoral allocation goes with an average of 18% exposure to the same. Other prominent sectors are Information Technology (Software), Pharmaceuticals and Telecom-Services.

Performance: This fund finds a place in our recommended funds' list for the second time. The fund has generated CAGR of 11.46% and 5.19% over 3 and 5 years, respectively. During the same time period, the benchmark has delivered 4.09% and -0.81%, respectively.

Inception Date: April 10, 1999
Fund Manager: Anand Radhakrishnan and Anil Prabhudas
Asset Size: Rs 929.16 crore (AUM as on November 2012)
Exit Load: Nil
Benchmark: S&P CNX 500 
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RELIANCE TAX SAVER ( ELSS ) FUND- GROWTH
Investment Strategy: This fund will invest in equity and equity related instruments by following an active investment strategy undertaking defensive or aggressive postures depending upon opportunities available at various points of time. Unlike some of its peers, this fund is not tilted towards large caps and over the last 3 years, the average market cap allocation has been as follows: Large caps (54%), mid caps (21%) and small caps (15%). The fund used to take exposure into cash and cash and cash equivalents to the tune of 8% (December 2009) which has been drastically brought down to 1% (December 2012). This shows that the fund has a penchant to stay invested at all times. As on November 2012, the fund has around 48 stocks, out of which 21 of them have found a place in the portfolio for more than 2 years. A close look at the sectoral allocation of the funds shows that Banking has been among the top 5 sectors for the last 36 months with an average exposure of 13%. Along with this Auto has been featuring among the top 5 sectors since August 2010, when the exposure was 7%, which has been gradually increased to 18% as on November 2012. Other sectors in this portfolio which have seen a gradual increase in allocation during the last 3 years are Industrial Products and Industrial Capital Goods, whose average exposure has been 10% and 9%, respectively.

Performance: This fund has entered our recommended funds list for the first time this year. Over a 3-year period, the fund has generated a CAGR of 12.12% vis-à-vis the benchmark which delivered 4.55%. On the other hand, the fund has generated 4.87% over a 5 year period against the benchmark return of -0.38%.

Inception Date: September 21, 2005
Fund Manager: Ashwani Kumar and Viral Berawala
Asset Size: Rs 2,122.84 crore (AUM as on November 2012)
Exit Load: Nil
Benchmark: BSE 100 
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CANARA ROBECO EQUITY TAX SAVER- GROWTH
Investment Strategy: The fund invests in companies with a strong competitive position in good businesses with a quality management team. A large-cap bias is evident from the fact that over the last 3 years the average allocation into different stocks is tilted towards large caps (75%) followed by mid (9%) and small caps (8%). The fund follows an active as well as passive management strategy. In November 2012, there were 57 stocks, of which 21 have been held for more than 2 years. From a sectoral allocation point of view the maximum allocation has been into Banking. Over the last 36 months, the average exposure to the same has been to the tune of 19%. Pharmaceuticals, which has been among the top 5 sectors for the last 35 months, did not make it to the top 5 in November 2012. In addition, Consumer Non Durables, which constituted around 1% of the portfolio in January 2010, has found a place in the portfolio with the current allocation at 10%.

Performance: This fund entered our recommended funds' list for the first time in 2012 and continues to be our top ELSS pick. Over a 3- and 5-year time frame, this fund has delivered a CAGR of 12.18% and 8.08%, respective, as against 4.55% and -0.38% delivered by the benchmark.

Inception Date: March 31, 1993
Fund Manager: Krishna Sanghavi
Asset Size: Rs 521.19 crore (AUM as on November 2012)
Exit Load: Nil
Benchmark: BSE 100 
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AXIS LONG TERM EQUITY FUND- GROWTH
Investment Strategy: The fund aims to invest in a diversified portfolio of strong growth companies with sustainable business models. The fund has a large-cap bias, which is evident from the fact that over the last 35 months, the average exposure to large caps has been around 70% while mid and small caps have got an allocation of around 9% and 8%, respectively. The number of stocks over this time frame have been in the range of 15-46. As on November 2012, the fund had around 42 stocks in the portfolio out of which 33 have been there for more than a year. The sectoral allocation shows that Banking is the favoured sector with an average exposure of around 15% during the last 35 months. The other prominent sectors in this portfolio have been Information Technology (Software) and Finance with an average of 9% and 8%, respectively, during our period of analysis.

Performance: The best performing ELSS on our platform, this fund finds a place in our recommended funds list for the first time. The fund has generated a CAGR of 26.85% and 8.39% over 1 year and 2 years vis-à-vis the benchmark which has returned 22.28% and -1.27%, respectively.

Inception Date: December 29, 2009
Fund Manager: Chandresh Nigam & Jinesh Gopani
Asset size: Rs 379.38 crore (AUM as on November 2012)
Exit Load: Nil
Benchmark: BSE 200 
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DWS GLOBAL AGRIBUSINESS OFFSHORE FUND- GROWTH
Investment Strategy: This fund of funds (FoF) invests into the units of DWS Invest Global Agribusiness Fund. As on November 2012, the top 5 regions where the parent fund had an exposure to are United States, Germany, Canada, Australia and Switzerland which together constituted more than 67%. Among these countries, the United States alone had an exposure of 37.10% in the portfolio.

Performance: This fund entered our recommended list for the first time last year and continues to be a top performing global fund. Its 1-year CAGR of 16.28% is slightly ahead of its benchmark returns of 15.60%. On the other hand, over a 2-year period, the fund has delivered a CAGR of 10.77% against the benchmark return of 14.30%.

Inception Date: May 13, 2010
Fund Manager: Aniket Inamdar & Kumaresh Ramakrishnan
Asset Size: Rs 135.29 crore (AUM as on 30 November 2012)
Exit Load: 1% on or before 12 months, Nil after 12 months
Benchmark: MSCI World Index 
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FRANKLIN ASIAN EQUITY FUND- GROWTH
Investment Strategy: This fund aims to invest in undervalued companies in Indian and international markets using a combination of top-down and bottom-up approach to stock picking. This fund does not have any sector/market cap bias. With a high exposure to the Asia Pacific (ex-Japan) region including India, the mandate is to invest 0%-40% in domestic securities and 50% to 100% in international securities. Over the last 3 years shows, average allocation has been 12% to Indian equities while the rest have been into foreign securities.
The fund maintains a low cash component by staying invested in equity at all times. The average exposure to cash and cash equivalents has been around 4% since December 2009.

Performance: This fund has been a part of our recommended funds list since last year. Over a period of 3 years, its CAGR has been 8.40% while the benchmark, MSCI Asia (ex-Japan) Standard Index has delivered a CAGR of 10.12%. Over a 4-year time period, the fund delivered a CAGR at 18.68% vis-à-vis benchmark returns of around 21.77%.

Inception Date: January 16, 2008
Fund Manager: Roshi Jain & Murali Yerram
Asset Size: Rs 182.70 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: MSCI Asia (ex-Japan) Standard Index 
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JPMORGAN GREATER CHINA EQUITY OFF SHORE FUND- GROWTH
Investment Strategy: This fund of funds (FoF) invests around 80-100% in the units in JPMorgan Funds - JF Greater China Fund. The underlying fund invests primarily in a diversified portfolio of companies that are domiciled in or carrying out the main part of their economic activity in a country of the Greater China region. The fund management has a preference for growth stocks. The portfolio composition as on October 2012 shows an allocation to China (50.2%), Hong Kong (25.2%) and Taiwan (24.1%)

Performance: This fund has found a place in our recommended funds' list for the first time this year. Over a 2- and 3-year time period, the fund has delivered a CAGR of 6.99% and 8.55% vis-à-vis the benchmark index MSCI Golden Dragon Index which delivered returns of 5.79% and 6.72% over a 2 year and 3 years time period.

Inception Date: August 26, 2009
Fund Manager: Namdev Chougule
Asset size: Rs 75.81 crore (AUM as on November 2012)
Exit Load: 3.00% on or before 6 months, 2.00% after 6 months but on or before 12 months, 1.00% after 12 months but on or before 18 months, Nil - After 18 months
Benchmark: MSCI Golden Dragon Index (Total Return Net) 
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ICICI PRUDENTIAL INFRASTRUCTURE FUND- GROWTH
Investment Strategy: The fund invests in companies engaged in the development of the Infrastructure sector. Over the last 3 years, large-cap exposure has dominated (78%) compared to mid (8%) and small (5%) caps. During this period, the average number of stocks in the portfolio ranged from 37 to 51. November 2012's portfolio had 43 stocks out of which 17 were held for 3 years, showing a distinct buy-and-hold strategy. Banks and Power dominate the sector exposure with an average of 14% and 18%, respectively.
Other prominent sectors since December 2009 have been Petroleum Products, Oil and Telecom Services. As of November 2012, the top 5 sectors in the portfolio were Banking (23%), Power (12%), Telecom Services (9%), Petroleum Products (9%) and Construction Projects (7%).

Performance: One of the better performing infrastructure funds on our platform, this fund has been a part of our recommended funds list since June 2009. Over a 3- and 5-year period, the fund has generated -0.83% and -3.6%, respectively, better than the benchmark returns of -7.96% and -14%.

Inception Date: August 31, 2005
Fund Manager: Yogesh Bhatt & Atul Patel
Asset size: Rs 1,849.31 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: CNX Infrastructure Index 
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DSP BLACKROCK INDIA T.I.G.E.R. FUND- GROWTH
Investment Strategy: This fund invests in stocks of companies which could benefit from structural changes brought about by liberalization in economic policies by the government and investments in the infrastructure sector, both public and private. The market-cap bias of the portfolio on an average over the last 3 years has been towards large caps (76%) with mid (13%) and small caps (6%) way behind. The fund has a penchant to stay invested at all times as is reflected in the cash and cash equivalents component averaging 3%.
The fund adopts a combination of top-down and bottom-up approach of stock picking. Over the last 3 years the fund has around 53-85 stocks in its portfolio. Out of 68 stocks held by the fund's portfolio as on November 2012, 16 have been held for more than 3 years.
Though the prominent sectors are Banking, Power, Construction Project, Petroleum Products and Industrial Capital Goods, the sectors to consistently feature amongst the top 5 have been Banking and Power. They have averaged an exposure of 17% (Banking) and 11% (Power).

Performance: This fund entered our recommended funds' list in 2010 and stayed on the next year too. After a gap of 1 year, it is now back. Its CAGR of 1.26% and -3.9% for 3 and 5 years respectively are lower than the benchmark's return of 4.55% and -0.38%.

Inception Date: June 11, 2004
Fund Manager: Rohit Singhania and Apoorva Shah
Asset Size: Rs 1,582.56 crore (AUM as on November 2012)
Exit: 1.00% on or before 1 year, Nil after 1 year
Benchmark: BSE 100 
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PINEBRIDGE INFRASTRUCTURE AND ECONOMIC REFORM FUND STANDARD PLAN- GROWTH
Investment Strategy: The fund focuses on investment in companies involved in economic development of the country based on potential investments in infrastructure and unfolding economic reforms. As far as the market-cap bias of the fund is concerned, it is inclined towards large caps. Over the past 3 years, average exposure to large caps has been 69%, while mid and small caps have seen an allocation of around 14% and 5%, respectively. Over the past year, exposure to small caps has risen from 2% (February 2012) to 12% (November 2012).
Over the past 3 years, the portfolio held anywhere from 17 to 33 stocks. As on November 2012, out of the 25 stocks held, 11 of them have been held for more than a year, a reflection of the fund manager's conviction in them. During this same stretch of 3 years, Industrial Capital Goods, Power and Gas have been the favourite sectors together constituting, on an average, 37% of the portfolio.
In the last year, the fund increased its exposure to Cement from 5% (December 2011) to 19% (November 2012) making it the top sector as per the November 2012 portfolio followed by Construction Projects which rose from 8% (December 2011) to 14% (November 2012). Power, which did not feature in the top 5 sectors since February 2012, is now back.

Performance: This fund has entered the recommended funds list for the first time in 2012 .It is the best performing infrastructure fund on our platform this year as well. Its CAGR of 1.34% and 20.26%, over 3 and 4 years respectively, place it below its benchmark returns of 4.55% and 21.94%.

Inception Date: February 25, 2008
Fund Manager: Huzaifa Husain
Asset Size: Rs 89.65 crore (AUM as on November 2012)
Exit Load: 1% on or before 1 year, Nil after 1 year
Benchmark: BSE 100 
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