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Friday, May 4, 2012

Top Mutual Fund for SIP - May 2012



Let us look at the fund performance and check how SIP investments have fared in an upside, a downside and a range bound market.




SIP Performance Chart



Large Cap & Mid Cap  Fund



Fund Name
1
2
3
4
5



12000
24000
36000
48000
60000











1
UTI Opportunities
  12,447
  25,167
  41,003
  65,394
  83,851




7.55%
4.83%
8.87%
15.89%
13.56%


2
DSPBR Top 100 Equity Reg
  12,415
  24,436
  39,086
  59,527
  75,715




7.01%
1.81%
5.56%
10.96%
9.39%


3
Canara Robeco Equity Diversified
  12,418
  24,515
  40,227
  64,174
  81,099




7.06%
2.14%
7.54%
14.89%
12.19%


4
ICICI Pru Focused Bluechip Equity
  12,174
  24,286
  40,097
  63,863
 NA




2.91%
1.19%
7.32%
14.64%
NA


5
Franklin India Bluechip
  12,128
  23,994
  39,016
  60,774
  76,616




2.15%
-0.02%
5.44%
12.04%
9.87%


6
HDFC Top 200
  12,122
  23,560
  38,427
  61,064
  78,428




2.04%
-1.84%
4.40%
12.29%
10.82%


7
Tata Pure Equity
  12,229
  23,609
  37,873
  57,797
  72,344




3.84%
-1.63%
3.41%
9.44%
7.53%


8
Reliance Vision
  12,196
  23,199
  36,830
  56,181
  69,333




3.29%
-3.36%
1.53%
7.98%
5.81%


9
Birla Sun Life Frontline Equity
  12,069
  23,326
  37,382
  58,186
  73,576




1.16%
-2.83%
2.53%
9.78%
8.22%












 
Multi Cap



Fund Name
1
2
3
4
5



12000
24000
36000
48000
60000











1
Fidelity India Special Situations
  12,393
  24,044
  39,196
  60,740
  74,969




6.63%
0.18%
5.75%
12.01%
8.98%


2
BNP Paribas Dividend Yield
  12,153
  24,111
  40,031
  62,840
  79,609




2.56%
0.46%
7.21%
13.79%
11.43%


3
Principal Dividend Yield
  12,586
  24,109
  39,366
  59,979
  74,522




9.93%
0.46%
6.05%
11.36%
8.74%


4
HDFC Growth
  12,076
  23,659
  39,088
  60,198
  76,072




1.27%
-1.42%
5.56%
11.55%
9.58%


5
Tata Equity Opportunities
  12,312
  23,632
  37,610
  56,822
  69,085




5.25%
-1.54%
2.94%
8.56%
5.67%


6
Magnum Multiplier Plus
  12,311
  23,408
  37,444
  57,278
  70,918




5.23%
-2.48%
2.64%
8.97%
6.73%


7
HDFC Core & Satellite
  11,939
  22,856
  37,965
  60,940
  75,671




-1.01%
-4.81%
3.58%
12.19%
9.36%


9
DSPBR Equity
  12,239
  23,790
  38,841
  60,393
 NA




4.02%
-0.88%
5.13%
11.72%
NA



Mid Cap



Fund Name
1
2
3
4
5



12000
24000
36000
48000
60000











1
SBI Magnum Emerging Busi.
  13,100
  27,184
  47,203
  76,958
  92,097




18.90%
13.00%
18.91%
24.61%
17.43%


2
HDFC Mid-Cap Opportunities
  12,614
  25,478
  44,089
  71,241
  89,318




10.43%
6.10%
13.99%
20.44%
16.16%


3
ICICI Pru Discovery
  12,891
  25,049
  42,519
  72,053
  91,860




15.22%
4.34%
11.42%
21.05%
17.33%


4
IDFC Sterling Equity Fund - G
  12,837
  25,123
  42,475
  70,509
  74,359




14.29%
4.65%
11.34%
19.89%
8.65%


5
DSPBR Micro Cap Reg
  12,424
  23,790
  42,105
  69,844
  85,719




7.17%
-0.88%
10.73%
19.38%
14.47%


6
Birla Sun Life Dividend Yield Plus
  12,257
  24,205
  40,844
  66,436
  86,362




4.32%
0.85%
8.60%
16.72%
14.77%


7
Reliance Equity Opportunities
  12,417
  24,531
  42,237
  69,020
  86,128




7.03%
2.21%
10.95%
18.75%
14.66%


8
SBI Magnum Global Fund (G)
  12,442
  24,921
  41,632
  66,441
  79,933




7.46%
3.82%
9.93%
16.73%
11.60%


9
Reliance Growth Fund
12,211
  23,016
  36,901
  57,381
  72,090




3.54%
-4.13%
1.66%
9.07%
7.39%












Tax (ELSS)



Fund Name
1
2
3
4
5



12000
24000
36000
48000
60000











1
Reliance Tax Saver
  12,951
  25,200
  41,369
  64,514
  80,186




16.27%
4.96%
9.49%
15.17%
11.73%


2
Axis Long Term Equity
  12,497
  25,177
NA
NA
NA




8.42%
4.87%
NA
NA
NA


3
BNP Paribas Tax Advantage Plan
  12,359
  24,582
  39,366
  58,304
  68,953




6.05%
2.42%
6.05%
9.89%
5.59%


4
Franklin India Taxshield
  12,206
  24,471
  40,225
  62,289
  78,338




3.46%
1.96%
7.54%
13.33%
10.77%


5
HDFC Taxsaver
  12,029
  23,361
  38,762
  61,845
  77,360




0.49%
-2.68%
4.99%
12.95%
10.26%


6
Fidelity Tax Advantage
  12,002
  23,411
  38,902
  60,988
  76,865




0.04%
-2.47%
5.24%
12.23%
10.00%


7
Birla Sun Life Tax Plan (G)
  11,998
  23,315
  36,839
  54,929
  66,445




-0.03%
-2.87%
1.54%
6.82%
4.10%












**SIP Date 5 th every month








***Monthly SIP Amt 1000


























Call for Start your SIP Investment 
Rajendra 8007750904















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