MUTUALFUND RECOMENDED SCHEME

There are a large number of mutual fund schemes available out there and it is often difficult to select the right scheme for recommendation. Tracking a large number of schemes and making assessment is a huge task, something which takes a dedicated amount of time, information and efforts. At NJ, we recognise this challenge and have made an honest attempt at providing you with the answer. We are releasing a list of 'Recommended Schemes' - a result of the efforts of our dedicated desk for analysis & research of mutual fund houses & schemes.

The Recommended Schemes list voices our holistic opinion on the quality of mutual fund schemes. Please note that this is not an exhaustive list as there may be other good schemes out there. Also since we will be re-looking at schemes on a quarterly basis, there might be some changes in the list over time. The results are based on both quantitative and qualitative analysis. In quantitative, we look for consistency by analyzing different types of returns on rolling-year periods over long term as per our own classification of market cap. On the qualitative front, we study the pedigree of the Mutual Fund house, the track record of the Fund Manager and the Fund Manager turnover since inception of the scheme, etc.

The Mutual Fund Schemes are listed in alphabetical order. Equity schemes are classified as per market capitalisation methodology

Lumpsum Category : Largecap Return (%) Value of Rs.10 Lac Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Frontline Equity Fund - Gr 6.19 9.43 17.09 14.99 10,61,900 13,10,416 22,00,894 40,42,041 DSP BlackRock Equity Opportunities Fund - Gr 5.53 12.14 19.03 14.46 10,55,300 14,10,203 23,89,363 38,59,557 Edelweiss Large & Mid Cap Fund - Regular Gr 13.76 10.19 17.17 12.69 11,37,600 13,37,909 22,08,422 33,02,583 Indiabulls Blue Chip Fund - Gr 9.94 11.56 13.68 NA 10,99,400 13,88,435 18,98,543 NA Invesco India Growth Opportunities Fund - Gr 15.56 11.33 18.87 14.55 11,55,600 13,79,865 23,73,347 38,90,012 Kotak Equity Opportunities Fund - Gr 4.60 10.59 18.49 13.20 10,46,000 13,52,532 23,35,654 34,55,129 Kotak Standard Multicap Fund - Gr 8.37 12.74 20.98 NA 10,83,700 14,32,960 25,91,600 NA Motilal Oswal Focused 25 Fund - Gr 7.58 9.69 17.60 NA 10,75,800 13,19,779 22,49,244 NA Motilal Oswal Multicap 35 Fund - Gr 8.98 13.73 NA NA 10,89,800 14,71,042 NA NA Reliance Large Cap Fund - Gr 7.31 9.60 18.63 13.49 10,73,100 13,16,533 23,49,485 35,44,671 S&P BSE SENSEX 14.56 8.44 12.80 10.16 11,45,600 12,75,171 18,26,188 26,31,718 NIFTY 50 12.53 8.59 12.90 10.24 11,25,300 12,80,470 18,34,297 26,50,892 Category : Midcap Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Pure Value Fund - Gr 6.36 14.39 26.95 20.50 10,63,600 14,96,801 32,97,338 64,54,617 Aditya Birla Sun Life Small Cap Fund - Gr 3.98 17.09 26.03 17.21 10,39,800 16,05,312 31,79,579 48,93,805 DSP BlackRock Midcap Fund - Reg Gr 3.65 13.71 25.95 18.73 10,36,500 14,70,266 31,69,501 55,66,788 Franklin India Smaller Companies Fund - Gr 5.74 14.30 28.45 20.23 10,57,400 14,93,271 34,96,798 63,11,440 HDFC Mid Cap Opportunities Fund - Gr 5.96 13.95 26.10 20.70 10,59,600 14,79,595 31,88,419 65,62,551 HDFC Small Cap Fund - Gr 18.02 19.38 23.54 17.42 11,80,200 17,01,354 28,77,650 49,82,195 Kotak Smallcap Fund - Gr 1.96 12.38 23.51 16.09 10,19,600 14,19,277 28,74,158 44,45,781 L&T Emerging Businesses Fund - Gr 8.75 22.30 NA NA 10,87,500 18,29,277 NA NA L&T Midcap Fund - Gr 5.43 16.30 29.04 18.70 10,54,300 15,73,038 35,77,847 55,52,738 NIFTY MIDCAP 100 2.55 11.80 19.88 13.25 10,25,500 13,97,415 24,75,903 34,70,421 Category : Blend Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Equity Advantage Fund - Gr 4.03 11.29 22.37 14.04 10,40,300 13,78,378 27,43,941 37,20,250 Axis Focused 25 Fund - Gr 19.60 14.79 18.77 NA 11,96,000 15,12,558 23,63,381 NA HDFC Capital Builder Value Fund - Gr 13.66 13.06 20.45 16.17 11,36,600 14,45,197 25,35,327 44,76,513 Invesco India Contra Fund - Gr 16.87 14.37 24.14 17.81 11,68,700 14,96,016 29,48,212 51,50,170 L&T India Value Fund - Gr 2.56 13.37 24.51 NA 10,25,600 14,57,117 29,92,410 NA SBI Focused Equity Fund - Regular Plan - Gr 15.58 13.60 19.80 17.70 11,55,800 14,66,003 24,67,653 51,02,284 SBI Magnum Multicap Fund - Gr 8.98 12.61 21.14 12.77 10,89,800 14,28,009 26,08,782 33,26,104 Tata Equity P/E Fund Gr 10.30 15.91 25.20 16.29 11,03,000 15,57,266 30,76,250 45,22,970 S&P BSE 200 11.06 9.61 14.67 10.86 11,10,600 13,16,893 19,82,664 28,03,811 NIFTY 500 9.97 9.93 15.23 11.08 10,99,700 13,28,461 20,31,551 28,59,952 Category : ELSS Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Tax Relief 96 Fund - Div 12.96 13.06 22.28 14.94 11,29,600 14,45,197 27,33,866 40,24,500 Axis Long Term Equity Fund - Gr 17.47 11.89 23.68 NA 11,74,700 14,00,793 28,93,992 NA Invesco India Tax Plan - Gr 16.61 12.00 20.93 17.54 11,66,100 14,04,928 25,86,249 50,33,347 L&T Tax Advantage Fund - Gr 8.88 13.06 19.35 15.68 10,88,800 14,45,197 24,21,654 42,91,240 Motilal Oswal Long Term Equity Fund - Gr 9.91 16.82 NA NA 10,99,100 15,94,232 NA NA S&P BSE SENSEX 14.56 8.44 12.80 10.16 11,45,600 12,75,171 18,26,188 26,31,718 NIFTY 50 12.53 8.59 12.90 10.24 11,25,300 12,80,470 18,34,297 26,50,892 Category : Balance Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Equity Hybrid 95 Fund - Gr 4.80 9.90 16.87 15.17 10,48,000 13,27,373 21,80,295 41,05,761 DSP BlackRock Equity & Bond Fund - Gr 5.08 9.66 16.35 12.66 10,50,800 13,18,696 21,32,220 32,93,802 L&T Hybrid Equity Fund - Gr 5.18 10.45 18.28 NA 10,51,800 13,47,402 23,15,030 NA Reliance Equity Hybrid Fund - Gr 7.05 10.94 17.40 15.66 10,70,500 13,65,414 22,30,183 42,83,827 SBI Equity Hybrid Fund - Gr 9.86 9.66 17.48 13.39 10,98,600 13,18,696 22,37,792 35,13,561 Returns as on 30th June, 2018 * Temporarily closed for fresh investments

Click to View LumpsumSIP Investment of Rs.1,00,000/- per month Rs.12,00,000 Rs.36,00,000 Rs.60,00,000 Rs.1,20,00,000 Category : Largecap Return (%) Value (Rs.) Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Frontline Equity Fund - Gr -0.83 10.95 13.04 14.89 11,94,598 42,42,574 83,21,914 2,61,47,065 DSP BlackRock Equity Opportunities Fund - Gr -8.41 11.27 14.87 15.30 11,44,601 42,62,421 87,06,302 2,67,28,718 Edelweiss Large & Mid Cap Fund - Regular Gr 4.91 13.63 14.28 14.18 12,31,681 44,10,704 85,80,660 2,51,70,687 Indiabulls Blue Chip Fund - Gr 2.21 12.36 12.51 NA 12,14,317 43,30,487 82,13,487 NA Invesco India Growth Opportunities Fund - Gr 5.02 15.54 16.07 15.62 12,32,386 45,33,202 89,66,969 2,71,91,993 Kotak Equity Opportunities Fund - Gr -4.38 11.43 14.54 14.86 11,71,335 42,72,367 86,35,824 2,61,05,024 Kotak Standard Multicap Fund - Gr 1.74 13.97 16.83 NA 12,11,280 44,32,347 91,35,665 NA Motilal Oswal Focused 25 Fund - Gr 3.18 12.63 14.41 NA 12,20,571 43,47,459 86,08,202 NA Motilal Oswal Multicap 35 Fund - Gr -2.05 15.30 NA NA 11,86,633 45,17,686 NA NA Reliance Large Cap Fund - Gr -1.43 12.20 14.29 14.69 11,90,685 43,20,451 85,82,775 2,58,68,112 S&P BSE SENSEX 12.34 14.11 11.56 11.20 12,78,784 44,41,279 80,22,333 2,14,69,916 NIFTY 50 7.97 13.03 11.42 11.20 12,51,198 43,72,684 79,94,507 2,14,69,916 Category : Midcap Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Pure Value Fund - Gr -17.40 11.27 18.98 20.27 10,83,599 42,62,421 96,28,418 3,49,37,064 Aditya Birla Sun Life Small Cap Fund - Gr -11.77 14.14 20.55 19.79 11,22,032 44,43,194 1,00,03,114 3,40,42,719 DSP BlackRock Midcap Fund - Reg Gr -8.16 11.91 18.66 19.55 11,46,270 43,02,299 95,53,603 3,36,04,299 Franklin India Smaller Companies Fund - Gr -6.98 12.54 20.42 22.68 11,54,129 43,41,797 99,71,601 3,97,99,913 HDFC Mid Cap Opportunities Fund - Gr -4.89 13.38 19.24 21.47 11,67,972 43,94,836 96,89,590 3,72,78,495 HDFC Small Cap Fund - Gr 3.63 21.31 21.43 19.04 12,23,466 49,16,988 1,02,18,772 3,26,91,628 Kotak Smallcap Fund - Gr -9.65 10.66 17.79 18.19 11,36,303 42,24,641 93,52,822 3,12,26,276 L&T Emerging Businesses Fund - Gr -7.29 21.07 NA NA 11,52,067 49,00,609 NA NA L&T Midcap Fund - Gr -7.97 15.96 22.24 21.18 11,47,538 45,60,439 1,04,20,922 3,66,98,497 NIFTY MIDCAP 100 -10.61 10.35 15.28 14.62 11,29,853 42,05,528 87,94,586 2,57,71,209 Category : Blend Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Equity Advantage Fund - Gr -7.60 11.11 16.17 15.96 11,50,004 42,52,490 89,89,005 2,76,93,328 Axis Focused 25 Fund - Gr 15.44 20.67 18.89 NA 12,98,159 48,73,391 96,07,324 NA HDFC Capital Builder Value Fund - Gr 2.33 15.09 16.53 16.89 12,15,092 45,04,139 90,68,737 2,91,13,921 Invesco India Contra Fund - Gr 6.71 17.46 19.64 18.19 12,43,182 46,58,605 97,84,379 3,12,26,276 L&T India Value Fund - Gr -9.74 11.49 18.39 NA 11,35,699 42,76,101 94,90,883 NA SBI Focused Equity Fund - Regular Plan - Gr 4.32 14.69 17.08 19.53 12,27,899 44,78,411 91,91,777 3,35,68,025 SBI Magnum Multicap Fund - Gr -1.80 12.53 16.70 15.63 11,88,268 43,41,168 91,06,609 2,72,06,603 Tata Equity P/E Fund Gr -0.62 17.55 20.12 18.30 11,95,966 46,64,539 98,99,218 3,14,12,067 S&P BSE 200 4.24 13.01 12.55 12.09 12,27,385 43,71,421 82,21,626 2,25,11,273 NIFTY 500 1.80 12.75 12.81 12.27 12,11,668 43,55,017 82,74,703 2,27,28,276 Category : ELSS Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Tax Relief 96 Fund - Div 5.60 15.99 18.53 17.35 12,36,097 45,62,388 95,23,359 2,98,44,086 Axis Long Term Equity Fund - Gr 12.85 16.23 18.45 NA 12,81,983 45,78,006 95,04,789 NA Invesco India Tax Plan - Gr 9.92 15.68 17.35 17.72 12,63,548 45,42,269 92,52,724 3,04,45,017 L&T Tax Advantage Fund - Gr -1.21 14.85 16.25 16.08 11,92,120 44,88,690 90,06,668 2,78,72,541 Motilal Oswal Long Term Equity Fund - Gr 1.00 18.39 NA NA 12,06,490 47,20,169 NA NA S&P BSE SENSEX 12.34 14.11 11.56 11.20 12,78,784 44,41,279 80,22,333 2,14,69,916 NIFTY 50 7.97 13.03 11.42 11.20 12,51,198 43,72,684 79,94,507 2,14,69,916 Category : Balance Scheme Name 1 Year 3 Year 5 Year 10 Year 1 Year 3 Year 5 Year 10 Year Aditya Birla Sun Life Equity Hybrid 95 Fund - Gr -2.19 9.55 12.87 14.46 11,85,717 41,56,470 82,86,995 2,55,51,132 DSP BlackRock Equity & Bond Fund - Gr -2.45 9.42 12.94 12.96 11,84,015 41,48,534 83,01,357 2,35,80,681 L&T Hybrid Equity Fund - Gr -0.29 10.49 13.91 NA 11,98,114 42,14,153 85,02,703 NA Reliance Equity Hybrid Fund - Gr -0.59 11.25 13.89 14.90 11,96,162 42,61,178 84,98,508 2,61,61,095 SBI Equity Hybrid Fund - Gr 2.88 10.64 13.36 14.38 12,18,639 42,23,406 83,88,003 2,54,41,827 Returns as on 30th June, 2018