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FUNDS THAT WE RECOMMEND

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, please go to here. Please note that while we hope that these recommendations would be useful for investors, you are also advised to look at the fund's prospectus and do your own further research before making your investment decisions.

We advise investors to have a diversified portfolio that is spread over the whole world. The recommended funds should not be seen as being recommended in isolation. These funds are what we would recommend amongst their peer groups if you would like to invest in a fund from a particular sector or region. So, if you are interested in funds from one region like Japan, then you can see the recommended funds we have within the Japan region. There is little basis of comparing a Japan fund with a Europe fund.

For investors who are also interested in an allocation to the various sectors, we suggest that you refer to our Sector Star Ratings page which shows our views towards the various regions. For aggressive investors who wish to take more risk for the purpose of potentially higher returns, you can take note of the articles we sometimes put out highlighting Fundsupermart's view of a particular region. For a more detailed description of why we recommend any particular fund, please click on the recommended fund's name below:

Debt - GILT Hybrid - Arbitrage Liquid Banking and PSU Ultra Short Duration Low Duration Medium Duration Liquid Gilt Short Duration Medium to Long Duration Dynamic Bond Corporate Bond Credit Risk Large Cap Banking Pharma Technology Small Cap Value Consumption Focused Thematic - ESG Midcap Dividend Yield ELSS e8 Infrastructure Aggressive Hybrid Conservative Hybrid Equity Savings Dynamic Asset Allocation/Balanced Advantage Multi Asset Allocation
Funds Recommended Invested over the length of time
3 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5 yr (%) YTD (%)
NIPPON ARBITRAGE FUND- GROWTH 0.68 3.4 7.5 12.67 27.78 2.09
HDFC LIQUID FUND- GROWTH 1.19 3.72 6.97 12.33 28.71 2.46
SBI LIQUID FUND- GROWTH - - - - - -
KOTAK BANKING AND PSU DEBT FUND- GROWTH 1.3 3.23 8.24 20.07 39.15 1.3
NIPPON BANKING & PSU DEBT FUND - GROWTH 1.33 2.74 7.96 20.06 38.58 1.26
AXIS TREASURY ADVANTAGE FUND- GROWTH 1.27 3.52 8.14 17.05 35.73 2.21
KOTAK LOW DURATION FUND REGULAR PLAN- GROWTH 1.17 2.98 7.59 17.23 34.94 1.72
HDFC MEDIUM TERM DEBT FUND- GROWTH 1.72 2.81 10.35 19.91 36.12 0.93
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH 1.49 2.68 9.34 22.21 40.66 1.15
ADITYA BSL LIQUID FUND- GROWTH 1.21 3.77 7.09 12.68 29.57 2.49
AXIS LIQUID FUND- GROWTH 1.21 3.8 7.16 12.71 29.61 2.52
HDFC REGULAR SAVINGS FUND- GROWTH - - - - - -
HDFC SHORT TERM DEBT FUND- GROWTH 1.42 2.94 8.58 20.86 39.62 1.46
IDFC BOND FUND - SHORT TERM - GROWTH 1.68 2.49 7.01 18.15 35.73 1.17
ICICI PRUDENTIAL BOND FUND- GROWTH 1.86 2.6 6.58 19.36 34.44 0.76
SBI MAGNUM INCOME FUND- GROWTH 1.4 1.91 7.58 21.2 36.38 0.59
ICICI PRUDENTIAL ALL SEASONS BOND FUND- GROWTH 1.92 3.61 9.23 22.51 37.96 1.78
KOTAK DYNAMIC BOND FUND - GROWTH 1.55 2.71 7.57 18.96 38.93 0.68
HDFC CORPORATE BOND FUND- GROWTH 1.4 2.7 8.3 20.45 39.55 1.04
KOTAK CORPORATE BOND FUND REGULAR PLAN- GROWTH 1.36 3.11 8.39 19.16 38.78 1.62
ICICI PRUDENTIAL CREDIT RISK FUND- GROWTH 1.83 5.03 13.14 24.69 42.24 2.93
AXIS BLUECHIP FUND- GROWTH 12.48 1.86 44.2 51.02 92.62 -4.21
MIRAE ASSET LARGE CAP FUND- GROWTH 12.2 6.4 53.87 60.06 82.31 0.07
SBI BANKING & FINANCIAL SERVICES FUND- GROWTH 16.38 4.97 62.48 43.96 76.06 7.58
NIPPON PHARMA FUND- GROWTH 5.61 -9.81 26.5 99.07 130.84 -11.2
ICICI PRUDENTIAL TECHNOLOGY FUND- GROWTH 0.61 -5.71 94.27 132.6 241.57 -21.05
KOTAK SMALL CAP FUND- GROWTH 10.09 9.99 126.16 150.88 130.85 -2.76
SBI SMALL CAP FUND- GROWTH 14.06 17.57 101.81 128.84 145.9 4.15
AXIS FOCUSED 25 FUND- GROWTH 12.62 -2.21 44.65 50.72 80.11 -8.93
SBI FOCUSED EQUITY FUND- GROWTH 9.7 5.07 59.42 67.99 103.57 -8.08
AXIS MIDCAP FUND- GROWTH 14.88 7.17 69.46 93.67 133.56 -2.2
DSP MIDCAP FUND- GROWTH 11.54 0.26 50.29 71.05 75.06 -3.5
UTI DIVIDEND YIELD FUND- GROWTH 7.97 1.82 54.81 67.05 80.84 -4.57
AXIS LONG TERM EQUITY FUND- GROWTH 14.93 -1.27 47.76 52.15 83.04 -7.77
MIRAE ASSET TAX SAVER FUND- GROWTH 11.4 6.01 68.13 81.69 111.35 -0.57
FRANKLIN ASIAN EQUITY FUND- GROWTH 7.95 -16.77 -3.88 18.52 27.98 -13.43
FRANKLIN INDIA FEEDER - FRANKLIN U.S. OPPORTUNITIES FUND- GROWTH 21.07 -16.08 9.33 51.46 117.2 -17
SBI INFRASTRUCTURE FUND- GROWTH 12.48 13.97 77.71 77.45 82.74 3.87
MIRAE ASSET HYBRID - EQUITY FUND- GROWTH 9.9 4.94 44.5 53.53 73.99 0.56
SBI CONSERVATIVE HYBRID FUND REGULAR GROWTH 4.25 7.43 27.52 37.33 44 1.79
KOTAK EQUITY SAVINGS FUND- GROWTH 3.61 7.8 24.52 33.12 49 3.32
ICICI PRUDENTIAL BALANCED ADVANTAGE FUND- GROWTH 6.58 8.77 36.16 45.41 63.62 4.84
HDFC MULTI - ASSET FUND- GROWTH 7.5 6.54 37.17 56.13 64.43 1.79

The figures in the above table were last updated on August 16, 2022

Please note

  1. Investment involves risk. The price of securities may go down as well as up, and under certain circumstances an investor may sustain a total or substantial loss of investment. Past performance is not necessarily indicative of the future or likely performance of the fund. Investors should read the relevant fund's prospectus for details before making any investment decision. An Investor should make an appraisal of the risks involved in investing in these products and should consult their own independent and professional advisors, to ensure that any decision made is suitable with regards to their circumstances and financial position.
  2. Performance figures are cumulative returns and calculated using NAV-to-NAV prices, in RM, with any income or dividends reinvested. Sales charge is not included.
  3. All performance data are compiled by Fundsupermart.com, based on the prices from the fund houses.
  4. The performance figures in the table above are calculated using bid-to-bid prices, with any income or dividends reinvested. Performance figures are cumulative.



WHY WE RECOMMEND THE FUNDS

NIPPON ARBITRAGE FUND- GROWTH (Fundsupermart Risk Rating: 4-Moderately Low Risk) 

The fund invests simultaneously in the cash and derivatives segments of equity by identifying pricing differences between both.

Higher the volatility in equities, the higher the possibility of better spreads between the spot and derivatives market. This, in turn, can contribute to better returns.

Investors keen to derive the benefit of equity taxation should consider the fund for parking funds temporarily.

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HDFC LIQUID FUND- GROWTH (Fundsupermart Risk Rating: 1-Lower Risk) 

We like the HDFC fund as it aims to generate income through a portfolio comprising money market and debt instruments. The fund is suitable for investing for the very short term, and investors can expect to earn higher returns than a bank account. The fund invests around 30% of its portfolio in government securities, and rest in very low risk securities. It has the highest AUM among its category.

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SBI LIQUID FUND- GROWTH (Fundsupermart Risk Rating: 1-Lower Risk) 

We like the SBI Liquid Fund as it has among the highest AUMs in the category, and the lowest expense ratio among its peers. The fund aims to provide investors an opportunity to invest in the entire range of debt and money market securities with residual maturity up to 91 days.

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KOTAK BANKING AND PSU DEBT FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The portfolio has high liquidity, with duration in a 2-4-year range, presenting low to moderate interest rate risk.

The fund maintains a high credit quality portfolio with more than 70% exposure to AAA, AA+ and A1+ papers of PSU big banks, thus reducing the credit risk.

We recommend that banking and PSU funds be allocated to the core portfolio of investors. This fund is one of our top two rankers this category based on the quality of its portfolio and steady performance.

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NIPPON BANKING & PSU DEBT FUND - GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund sticks to the short-to-medium end of the yield curve to provide returns with moderate volatility and an optimal blend of asset class, credit profile & duration.

The portfolio has an average duration of 1.5 - 3.5 years.

70% of the scheme's investments are in high quality, AAA rated PSU corporate debt bonds.

The fund has rated well among its peers based on our parameters of performance, expense and risk.

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HDFC ULTRA SHORT TERM FUND - REGULAR GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund has maintained more than 70 percent of its portfolio in A1+ and AAA papers, in line with its mandate to maintain credit quality with focus on accruals.

The team manages the Macaulay duration of the portfolio between 3 to 6 months.

The fund has been in existence for around 2.6 years. In a short time, it has garnered a significant AUM and it is amongst the top in the category.

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SBI MAGNUM ULTRA SHORT DURATION FUND (CASH PLAN)- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund aims to provide higher return than its benchmark without taking significant interest rate risk.

The Fund Manager has maintained the credit quality of the portfolio while balancing the search for high yielding, underpriced securities.

The fund has performed well across interest rate cycles, despite its mandate and has outperformed its benchmark and its peers across time horizons.

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AXIS TREASURY ADVANTAGE FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund seeks to provide steady returns by investing in a mix of money market and short term debt instruments in highly rated debt securities.

The fund management strategy is to keep the duration of the portfolio low to reduce the interest rate risk.

The fund has a good credit quality portfolio with exposure of more than 70 percent to AAA, AA+ and A1+.

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KOTAK LOW DURATION FUND REGULAR PLAN- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund maintains the average maturity of its papers at around 0.70 -1.25 years and has good credit quality exposure.

The fund manager aims to increase the portfolio yield while sustaining the liquidity and maturity of the portfolio.

The fund has consistently performed across periods, and is among the top performer among its peers.

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HDFC MEDIUM TERM DEBT FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

The fund Invests in a portfolio of medium term debt and money market instruments with a view to maximize income while maintaining an optimum balance of yield, safety and liquidity. The fund has high quality credit spreads, which provide an attractive opportunity.

The fund has a weighted average maturity of 3-4 years. Its portfolio is well diversified across business groups and sectors, with quality rated papers having more than 70% in AAA, AA+ and A1+.

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SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

The fund provides an opportunity to benefit from an ideal mix of duration and accrual strategy while ensuring the portfolio Macaulay Duration is in the range of 3-4 years. The fund provides exposure with a moderate duration to benefit from capital appreciation.

Due to the actively managed duration and well diversified credit risk, the fund can be looked at for medium-term investment horizon (at least 3 years and above).

The fund has a quality portfolio spread across AAA, AA+ rated papers. The fund has performed well across periods as compared to its peers.

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ADITYA BSL LIQUID FUND- GROWTH (Fundsupermart Risk Rating: 1-Lower Risk) 

The scheme invests in the entire range of debt and money market instruments to provide attractive risk-adjusted returns to its investors, while maintaining a high degree of liquidity.

We like this fund since it has consistently outperformed its peers over the years.

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AXIS LIQUID FUND- GROWTH (Fundsupermart Risk Rating: 1-Lower Risk) 

Axis Liquid Fund is an open-ended liquid scheme ideal for managing liquidity in a portfolio, or for meeting contingencies. It can be considered by investors with a horizon of up to 3 months.

The scheme invests in debt and money market instruments with residual maturity not exceeding 91 days, subject to regulatory changes from time to time.

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IDFC GOVERNMENT SECURITIES FUND- INVESTMENT PLAN- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

The fund has been rated well among its peers on performance by our model this year.

Managed by one of the best-known fund managers in the industry, the fund invests in government securities across maturities and actively manages interest rate risk.

We like this fund for investors who can stay invested for the long haul to maximise returns.

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HDFC SHORT TERM DEBT FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund ranks best among its peers based on our reco model with consistent performance, and it continues to post good innings this year as well. We like the fund as the investment team performs a rigorous credit evaluation of the securities to be included in the portfolio.

Generally, the focus would be on current yield with an average maturity of 2 - 3 years.

The fund will predominantly invest in high quality corporate bonds that have lower market volatility.

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IDFC BOND FUND - SHORT TERM - GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund has once again made through our reco model based on consistent performance and risk management.

Investment focus is normally towards having a core credit portfolio of debt money market securities while maintaining an adequate amount of liquidity.

Generally, the focus would be on current yield with an average maturity of 1.5 - 2.20 years.

Fund manager maintains a high quality conservative portfolio with 75 percent exposure to only AAA instruments.

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ICICI PRUDENTIAL BOND FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

The fund invests predominantly in medium to long maturity papers with a roll-down strategy to maintain consistent duration.

The portfolio turnover ratio is low as it follows a buy-and-hold, passive duration strategy. It invests in high rated credit papers with 65 percent exposure to AAA/A1+.

The fund is among the top two in its category based on performance and risk management by our model.

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SBI MAGNUM INCOME FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

The SBI Magnum Income Fund rates well among its peers on performance and risk parameters as per our model.

The SBI risk management model is among the best in the industry, and its use has helped generate consistent return for investors.

The scheme invests close to 52.46% in AAA and AA+ rated papers, money market instruments and sovereign debt papers.

The average maturity of the fund is around the 3-4 year range.

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ICICI PRUDENTIAL ALL SEASONS BOND FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

This is an actively managed fund, wherein the fund management team takes duration calls in tandem with the interest rate scenario prevailing in the market.

The average maturity of the fund is around 3-4years.

The fund invests in debt and money market instruments of various durations while maintaining the optimum balance of yield, safety and liquidity.

The fund has delivered a good performance over the years. The scheme invests in `AA+¿ rated debt papers of corporate debt as well as some sovereign (government) bonds.

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KOTAK DYNAMIC BOND FUND - GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

Dynamic bond funds have the freedom to invest in bonds of any duration, depending upon where the fund management team expects to earn maximum returns.

This fund rates well among its peers based on our parameters of performance, expense and risk.

The fund average maturity is at relatively long at 7.06 years. The current strategy of the fund management team focuses on earning opportunity in the medium-term G-sec papers.

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HDFC CORPORATE BOND FUND- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund aims on maximising income while maintaining an ideal balance of yield, safety, & liquidity.

80% of the scheme's investments are in high quality corporate AAA rated bonds, which may carry some credit risk. The balance pertains to government securities.

The fund is a consistent performer and rates in the top two in its category.

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KOTAK CORPORATE BOND FUND REGULAR PLAN- GROWTH (Fundsupermart Risk Rating: 2-Low Risk) 

The fund rates well among its peers on performance by our model. Close to 80 percent of the investments are in AAA rated bonds of leading private companies, and the balance pertains to government securities. This is essentially a low risk fund.

The fund aims to improve the portfolio yield while managing the liquidity and maturity around a 2-year range.

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ICICI PRUDENTIAL CREDIT RISK FUND- GROWTH (Fundsupermart Risk Rating: 3-Moderately Lower Risk) 

The fund aims to generate returns through accrual income and, to some extent, from capital appreciation by holding papers with moderate duration.

The ICICI team uses its risk management expertise to select corporate bonds offering relatively high yield and also taking calculated risk for generating alpha.

The fund is among the top performers among its peers based on our model.

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AXIS BLUECHIP FUND- GROWTH (Fundsupermart Risk Rating: 7-Moderately Higher Risk) 

The fund is mandated to invest into large cap companies with strong growth, sustainable business models and sustainable competitive advantages, whilst managing risk.

Stock selection focuses on high-quality, high growth businesses with free cash flows, high ROE, low debt levels and good corporate governance.

We continue to like the fund since it has stuck to its mandate of being a pure large cap fund with growth style investing. We believe the active management of this portfolio will enable our investors to create alpha in the long term.

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MIRAE ASSET LARGE CAP FUND- GROWTH (Fundsupermart Risk Rating: 7-Moderately Higher Risk) 

The fund aims to combine the consistency of large caps with a few conviction midcap ideas (up to 20%).

Investment approach is centred on quality businesses and companies that have sustainable quality advantage and sector leadership.

This fund ranks well in the Large Cap category due to the extensive stocks election process on the basis of business model, management and valuation to build a diversified portfolio with core and tactical allocations.

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SBI BANKING & FINANCIAL SERVICES FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

The fund invests at least 80% of its holdings in banking and financial services companies, with the flexibility to invest the balance on a tactical basis in other equity, debt and money market instruments.

The portfolio gives good exposure across the sector to banks, NBFCs, insurance companies, rating agencies, broking companies, microfinance companies, housing finance, wealth management, stock/commodities exchanges, etc.

We remain positive on this sector and prefer this fund due to its higher allocation to private banks over PSU banks, NBFCs and insurance.

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NIPPON PHARMA FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

The fund focuses on growth opportunities across the pharma & healthcare sector and adopts a multi-cap investment strategy.

We continue to like this fund, due to its investment framework that includes investing primarily in domestic players, generics, CRAMS and healthcare services.

Given the magnitude of the current crisis, the importance of this sector will brought to fore and a material improvement in Government, private sector and individual spends are likely to remain elevated.

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ICICI PRUDENTIAL TECHNOLOGY FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

The fund invests at least 80% of its holdings in companies from technology and related sectors, with the flexibility to invest the balance on a tactical basis in other equity, debt and money market instruments.

The portfolio invests in businesses with sustainable volume growth across market capitalisations. Stock selection is done on the basis of attractive valuation and long term return potential.

With digitalization in focus across domains, we remain bullish on this sector. This fund is also well-positioned across market capitalization; it¿s mid & small cap selections have performed well for the portfolio and augur well for the near future as well.

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KOTAK SMALL CAP FUND- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

The fund invests in small cap companies across sectors, with a focus on domestic businesses that are leaders in their respective sectors.

It is positive on sectors such as consumer goods, industrial manufacturing, specialty chemicals, electronic contract manufacturers, metals, API producers, cement, and home improvement sectors like plywood, tiles, wires and cables, etc.

We like the fund due to its current portfolio positioning and domestic economy focus.

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SBI SMALL CAP FUND- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

The fund follows a blend of growth and value style of investing.

It uses a bottom-up strategy to build a portfolio of small cap companies with high growth potential.

It gives investors the opportunity to invest in niche businesses with potential to become a part of the big league.

This fund is suitable for investors with moderately high risk appetite, looking to invest in the growth potential of the Indian economy.

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TATA EQUITY P/E FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

This fund invests in companies whose rolling P/E is lower than the rolling P/E of S&P BSE Sensex.

It follows a value-based investment strategy, whilst also considering other parameters such as management & business competitiveness, and growth prospects.

We continue to like the fund due to its consistent outperformance across market cycles. We also believe it is well-positioned in terms of portfolio composition when compared to its peers in the value category.

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TATA INDIA CONSUMER FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

The fund seeks long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of Indian companies in consumption-oriented sectors such as Automobile, Media &Entertainment, Consumer Durables, FMCG and Textiles.

The portfolio construction is based on GARP model, which is used to identify core set of stocks and tactical ideas.

The fundamental performance of consumption sectors has been consistent and they are usually compounders. Thus, investment in consumption theme can be rewarding for long term investors.

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AXIS FOCUSED 25 FUND- GROWTH (Fundsupermart Risk Rating: 8-High Risk) 

The fund focusses on 25 best ideas with high conviction, and invests across sectors & capitalisation curve.

The broad strategy of the portfolio includes investing in steady compounders, companies with cyclical tailwinds and emerging themes.

We believe the portfolio is well positioned to gain with core allocation in large caps, especially its focused bets in sectors like finance, IT and private banks.

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SBI FOCUSED EQUITY FUND- GROWTH (Fundsupermart Risk Rating: 8-High Risk) 

The fund focusses on 30 ideas with high conviction, investing up to 35% of its assets in foreign securities.

Investment approach is purely bottom up, and the fund invests across the market capitalisation without any sector bias.

We believe the portfolio is well positioned to benefit from growth opportunities in its domestic picks as well as its high conviction global ideas.

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AXIS ESG EQUITY FUND REGULAR GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

The portfolio allocation of this fund invests in companies that qualify for ESG classification, along with fundamental factors like PE, PB, etc.

This fund may allocate 20%-30% in global sustainable companies, and Axis has appointed Schroders to provide investment advice in this regard.

We believe Axis ESG Fund is well positioned to incorporate the ESG theme by investing in quality businesses with sustainable growth prospects, premium valuations, lower volatility and reduced drawdown risk.

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AXIS MIDCAP FUND- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

The fund focusses on emerging sectors/businesses that have the potential to deliver high growth and have strong economic moats.

The fund invests up to 75% of its portfolio in midcap companies without any sector bias. It selects mid cap companies that are market leaders in emerging industries or higher growth companies in established businesses.

We believe the portfolio is well positioned to benefit from its growth oriented strategy and well-defined risk management process in terms of managing quality risk, price risk, liquidity risk and volatility risk.

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DSP MIDCAP FUND- GROWTH (Fundsupermart Risk Rating: 9-Higher Risk) 

The fund invests two-thirds of its portfolio in midcaps and the rest in large and small caps.

Portfolio framework identifying companies based on business model, management quality and valuations.

The fund has a high conviction portfolio and is well-positioned to gain from its exposure to cyclicals - consumer discretionary, materials and financials.

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UTI DIVIDEND YIELD FUND- GROWTH (Fundsupermart Risk Rating: 7-Moderately Higher Risk) 

The fund predominantly invests in companies that have high dividend yield relative to Nifty 50 Index dividend yield.

It focuses on bottom up selection of quality stocks with high dividend yield. In addition, parameters such as cash flows, management quality, earnings growth prospects and industry scenario are also considered.

We like this fund as it has beaten its benchmark over the long haul. Also, being based on value style, it can provide significant upside potential when a revival results in value unlocking.

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AXIS LONG TERM EQUITY FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Fund follows a bottom up approach in stock picking to invest in quality business based on long term earnings and growth prospects.

The portfolio takes concentrated bets and maintains 35-38 stocks.

We continue to like the fund due to its consistent performance. It has a good portfolio that has paid off for long term investors looking for growth style investing and saving tax as per section 80C of Income Tax Act.

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MIRAE ASSET TAX SAVER FUND- GROWTH (Fundsupermart Risk Rating: 6-Moderately High Risk) 

Mirae Asset Tax Saver fund was launched in 2015. The portfolio is concentrated, which shows high conviction of fund manager (Neelesh Surana). It has been able to beat the category and index in nine out of twelve quarters, which is noteworthy. We consider this to be a good fund to invest in the tax-saving category.

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FRANKLIN INDIA FEEDER - FRANKLIN U.S. OPPORTUNITIES FUND- GROWTH (Fundsupermart Risk Rating: 7-Moderately Higher Risk) 

The best performing global fund on our platform this year has been a part of our list since 2016. The fund predominantly invests into units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund that takes an exposure in U.S. securities. The parent fund follows a bottom up approach to select stocks across the market capitalization spectrum, and follows the growth style of investing. The fund focuses on U.S. companies that demonstrate accelerating growth, increasing profitability, or above average growth or growth potential as compared to the overall economy.

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SBI INFRASTRUCTURE FUND- GROWTH (Fundsupermart Risk Rating: 10-Highest Risk) 

This fund invests in a diversified basket of companies directly or indirectly involved in the infrastructure growth in India.

The fund management team continues to focus on a bottom-up approach for stock selection since re-rating of the broader universe of stocks in this sector seems unlikely.

This fund has emerged as the best performer in its category. It is suitable for risk-taking individuals with a long term horizon.

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MIRAE ASSET HYBRID - EQUITY FUND- GROWTH (Fundsupermart Risk Rating: 5-Moderate Risk) 

In equity, the fund has flexibility to invest across market capitalisation, but priority is given to large caps.

In debt, the fund seeks to generate alpha with some exposure to AA rated papers. Duration is actively managed by keeping in mind expected movements in interest rates.

Investors seeking primary allocation to equities, with some degree of stability by virtue of debt, should consider this fund.

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SBI CONSERVATIVE HYBRID FUND REGULAR GROWTH (Fundsupermart Risk Rating: 4-Moderately Low Risk) 

The fund invests predominantly in debt and money market instruments, selected based on macro-economic factors, debt market conditions and profile of the issuing entity.

There is a fairly high exposure to instruments rated AA to help deliver better returns compared to AAA and sovereign debt.

Equity exposure is capped at 25 percent. The weight of large, mid and small caps is more or less equal.

The fund is apt for risk-averse investors who do not want to actively manage asset allocation. It is structured to derive alpha from AA-rated debt instruments, while minimising equity exposure.

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KOTAK EQUITY SAVINGS FUND- GROWTH (Fundsupermart Risk Rating: 4-Moderately Low Risk) 

The fund is a combination of equity, equity arbitrage and debt.

The equity exposure is confined to large caps and high quality midcaps to ensure steady compounding of returns.

The arbitrage allocation is used to hedge risk by taking opposite positions on equity prices in the cash and derivatives market.

On the debt front, the fund prioritises investing in papers at the short end of the duration curve. Credit quality is maintained by opting for top-rated instruments.

The fund may be looked at for investors with balanced and moderately aggressive risk profiles.

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ICICI PRUDENTIAL BALANCED ADVANTAGE FUND- GROWTH (Fundsupermart Risk Rating: 4-Moderately Low Risk) 

The fund invests in both, debt and equity, with more focus on equity. The AMC follows an in-house model to balance exposure to both asset classes.

In equity, the allocation is market cap agnostic, and stock selection is based on a combination of bottom-up and top-down approaches. Large caps are prioritised to limit volatility in NAVs.

In debt, the exposure is rating agnostic. The fund does invest in AA papers, but the risk management framework involves reviewing credit profile of the borrowers periodically.

Effectiveness of the above two factors has helped the fund outperform its peers in this category.

Investors with a balanced risk profile and those wanting to benefit from equity taxation can opt for a fund like this.

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HDFC MULTI - ASSET FUND- GROWTH (Fundsupermart Risk Rating: 4-Moderately Low Risk) 

The fund invests across equity, debt and gold.

Within equity, the share of large caps is significantly higher than mid and small caps to trim risk.

In debt, the approach is defensive and credit risk is minimised. Interest rate risk is reduced by focusing on the shorter end of the duration curve.

Including gold and equities in the same portfolio works as a hedge when either asset class underperforms.

Investors who don't wish to actively manage diversification across asset classes may consider the fund.

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