Below average performance in the category
The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.
|Period||Returns (%)||Rank #|
# Moneycontrol Rank within 157 Large Cap Schemes.
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
Fund returns v/s Category average (Large Cap)
|1 mth (%)||3 mth (%)||6 mth (%)||1 yr (%)||2 yr (%)||3 yr (%)||5yr (%)|
|Difference of Fund returns and Category returns||-1.4||0.7||1.2||5.1||8.9||2.7||1.8|
|Best of category||5.3||28.6||56.5||61.4||30.8||19.1||20.2|
|Worst of category||-2.1||3.4||-65.2||-63.4||10.5||7.4||3.4|
|Benchmark returns #||0.7||15.6||29.3||36.2||22.3||11.5||10.8|
|Difference of Fund returns and Benchmark returns||-1.2||2.0||0.9||5.0||-1.8||-2.5||-3.5|
The fund aims to provide long-term capital appreciation/dividend distribution through investments in listed Indian quities and equity related instruments The Fund's investment policies are based on insights from behavioral finance The fund offers an opportunity to benefit from the impact of non-rational investors' behavior by focusing on stocks that are currently undervalued because of emotional and behavioral patterns present in the stock market.
|Launch date||Mar 22, 2006|
|Benchmark||S&P BSE 200|
|Asset Size (Rs cr)||131.93 (Jun-30-2014)|
|Last Dividend||N.A. View Dividend History|
|Fund Manager||Kaushik Basu
View performance of schemes managed by the Fund Manager
|Load Comments||Exit Load 1% if redeemed within 1 Year from the date of allotment.|
|Large Cap||Crisil Rank||Assets (Rs.cr)
|3mth (%)||6mth (%)||1yr (%)||3yr (%)||5yr (%)|
|HDFC Top 200 Fund (G)||Rank 3
|ICICI Pru Focused Bluechip Eqty (G)||Rank 3
|Birla SL Frontline Equity (G)||Rank 2
|Franklin India Bluechip (G)||Rank 5
|UTI Opportunities Fund (G)||Rank 3
|* Returns over 1 year are Annualised||More »|
|Reliance||Oil & Gas||8.63||6.54|
|Sesa Sterlite||Metals & Mining||4.96||3.76|
|Oil & Gas||11.15||11.89||9.95|
|Metals & Mining||9.64||9.64||5.79|
|Cash / Call||2.16|
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