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Sharekhan's Top Fund Picks Sharekhan Mutual Fund Finder October 2016 | Issue No. 60 www.sharekhan.com Sharekhan’s top fund picks Top equity fund picks Data as on September 01, 2016 Returns (%) Star Compounded annualised Scheme name rating NAV (Rs) Absolute 6 months Since 1 year 3 years 5 years inception Large-cap funds SBI Bluechip Fund êêêêê 32.1 23.3 17.7 28.8 19.7 11.7 Birla Sun Life Frontline Equity Fund êêêê 183.2 26.0 18.1 25.8 18.1 23.1 Kotak 50 êêêê 188.5 22.4 14.1 24.3 14.7 24.4 ICICI Prudential Focused Bluechip Equity Fund êêêê 32.3 25.9 16.2 22.5 16.3 15.2 UTI Bluechip Flexicap Fund êêêê 27.0 24.4 14.1 20.8 14.2 9.9 Mid-cap funds DSP BlackRock Micro Cap Fund êêêêê 50.8 36.6 26.7 55.0 28.3 19.3 Franklin India Smaller Companies Fund êêêêê 47.3 33.0 26.2 47.3 29.1 15.7 Mirae Asset Emerging Bluechip Fund êêêê 37.1 32.4 24.8 46.5 28.0 23.7 SBI Magnum Midcap Fund êêêê 69.8 29.7 19.8 45.2 26.4 18.5 Birla Sun Life Small & Midcap Fund êêêê 30.5 37.8 27.0 41.4 21.4 12.8 Multi-cap funds Birla Sun Life Pure Value Fund êêêêê 46.2 33.6 22.9 43.9 23.8 19.9 L&T India Value Fund êêêêê 28.1 26.9 16.5 36.9 23.3 16.8 Franklin India High Growth Companies Fund êêêê 31.9 26.5 13.5 34.8 22.8 13.6 SBI Magnum Global Fund 94 êêêêê 143.3 18.9 8.7 33.3 20.6 15.2 ICICI Prudential Multicap Fund êêêê 234.5 29.8 18.5 28.9 18.6 15.5 Tax-saving funds Reliance Tax Saver (ELSS) Fund êêêêê 49.9 28.1 16.8 36.6 21.0 15.8 Axis Long Term Equity Fund êêêêê 33.4 20.5 10.6 33.3 22.4 19.8 DSP BlackRock Tax Saver Fund êêêê 37.9 32.2 21.8 31.0 20.2 14.9 ICICI Prudential Long Term Equity Fund (Tax Saving) êêêê 303.5 25.7 16.5 28.5 18.8 22.2 BNP Paribas Long Term Equity Fund êêêê 31.5 19.2 9.4 26.0 18.2 11.3 Thematic funds Franklin Build India Fund êêêêê 32.4 29.8 17.6 40.7 24.9 18.3 Kotak Infrastructure & Economic Reform Fund êêêê 17.4 28.3 17.6 35.6 14.0 6.7 Sundaram Rural India Fund êêêêê 33.7 39.4 34.0 33.5 18.3 12.5 DSP BlackRock Natural Resources & New Energy Fund êêêêê 24.0 43.2 43.9 30.9 10.6 11.1 Birla Sun Life India GenNext Fund êêêê 63.8 30.8 21.1 30.7 21.2 18.2 (*invested on 1st day of every month) Top SIP fund picks (monthly SIP of Rs1,000)* Data as on September 01, 2016 Investment period 1 year 3 years 5 years Total amount invested (Rs) 12,000 36,000 60,000 Present Avg. annual Present Avg. annual Present Avg. annual Funds would have grown to (Rs) Nav (Rs) value (Rs) return (%) value (Rs) return (%) value (Rs) return (%) Large-cap funds SBI Bluechip Fund 32 13,382 12.6 47,567 10.0 1,00,256 11.0 Birla Sun Life Frontline Equity Fund 183 13,604 14.6 46,237 8.9 96,219 10.1 Reliance Top 200 Fund 26 13,359 12.4 45,436 8.3 93,863 9.5 ICICI Prudential Focused Bluechip Equity Fund 32 13,466 13.3 44,659 7.7 90,700 8.8 UTI Bluechip Flexicap Fund 27 13,408 12.8 43,515 6.7 86,754 7.8 Mid-cap funds DSP BlackRock Micro Cap Fund 51 14,006 18.3 60,511 19.5 1,40,977 19.0 Mirae Asset Emerging Bluechip Fund 37 14,054 18.7 56,189 16.5 1,30,859 17.2 Franklin India Smaller Companies Fund 47 14,037 18.6 55,763 16.2 1,34,402 17.8 Canara Robeco Emerging Equities 70 13,722 15.7 55,243 15.8 1,27,131 16.5 SBI Magnum Midcap Fund 70 13,634 14.9 53,816 14.8 1,26,886 16.5 Multi-cap funds Birla Sun Life Pure Value Fund 46 14,024 18.4 53,642 14.6 1,21,874 15.5 L&T India Value Fund 28 13,409 12.8 51,355 12.9 1,13,676 13.9 Franklin India High Growth Companies Fund 32 13,323 12.0 48,622 10.8 1,09,041 12.9 SBI Magnum Global Fund 94 143 12,960 8.7 47,862 10.2 1,05,341 12.1 BNP Paribas Dividend Yield Fund 38 13,265 11.5 46,204 8.9 95,681 10.0 Tax-saving funds DSP BlackRock Tax Saver Fund 38 13,972 18.0 49,349 11.4 1,04,319 11.9 Axis Long Term Equity Fund 33 13,103 10.0 47,930 10.3 1,07,938 12.7 Reliance Tax Saver (ELSS) Fund 50 13,509 13.7 47,876 10.3 1,04,438 11.9 ICICI Prudential Long Term Equity Fund (Tax Saving) 304 13,461 13.3 46,522 9.2 98,776 10.7 HDFC Long Term Advantage Fund 266 13,675 15.3 45,226 8.1 92,473 9.2 For Private Circulation only For Private Registered Office: Sharekhan Limited, 10th Floor, Beta Building, Lodha iThink Techno Campus, Off. JVLR, Opp. Kanjurmarg Railway Station, Kanjurmarg (East), Mumbai – 400042, Maharashtra. Tel: 022 - 61150000. Sharekhan Ltd.: SEBI Registration details: BSE – INB/INF/INE011073351; NSE – INB/INF/INE231073330; MSEI: INB/INF-261073333, CD - INE261073330; DP-NSDL-IN-DP-NSDL-233-2003; CDSL-IN-DP-CDSL-271-2004; PMS-INP000000662; Mutual Fund-ARN 20669 ; Commodity trading through Sharekhan Commodities Pvt. Ltd.: MCX-10080 ; (MCX/TCM/CORP/0425) ; NCDEX-00132 ; (NCDEX/TCM/CORP/0142) ; NCDEX SPOT-NCDEXSPOT/116/CO/11/20626 ; For any complaints email at [email protected] ; Disclaimer: Client should read the Risk Disclosure Document issued by SEBI & relevant exchanges and Do’s & Don’ts by MCX & NCDEX and the T & C on www.sharekhan.com before investing. Sharekhan Mutual Fund Finder Performance of hybrid and debt funds Top Fund Picks (Hybrid) Returns (%) <1 Year absolute and >1 year CAGR Equity Balanced Schemes Rating Stars NAV 6 Months 1 Year 3 Years 5 Years Since Inception HDFC Balanced Fund êêêê 121 22.6 14.9 28.2 17.1 16.9 Tata Balanced Fund êêêê 186 20.7 12.3 26.6 18.5 16.7 Reliance RSF - Balanced êêêê 44 19.9 14.8 25.5 16.8 14.2 ICICI Prudential Balanced êêêê 104 23.3 17.1 25.5 17.9 14.9 SBI Magnum Balanced Fund êêêêê 105 17.1 12.6 25.2 18.2 16.4 Debt MIP Schemes AUM NAV 6 Months 1 Year 3 Years 5 Years Exp Ratio Birla Sun Life MIP II - Wealth 25 1,070 34 19.0 16.1 18.8 13.5 2.1 ICICI Prudential MIP 25 1,172 35 13.4 12.4 15.8 12.0 2.0 SBI Magnum MIP 404 35 10.5 12.7 13.8 11.1 2.2 BNP Paribas MIP 204 24 10.9 10.7 12.2 10.4 2.5 UTI Monthly Income Scheme 275 32 9.9 10.3 12.1 9.6 1.8 Equity Arbitrage Schemes AUM NAV 1 Months 3 Months 6 Months 1 Years Exp Ratio HDFC Equity Savings Fund 151 30 2.2 9.5 18.2 15.3 2.5 ICICI Prudential Equity Income Fund 575 12 2.3 7.6 15.1 14.4 1.2 SBI Equity Savings Fund 219 11 0.7 4.5 11.8 12.8 2.5 Kotak Equity Savings Fund 812 12 0.8 4.1 8.5 8.6 1.6 Reliance Equity Savings Fund 911 11 0.9 4.7 11.5 8.2 2.0 Note: A hybrid fund is a category of mutual fund that is made up of a mix of equity and debt portfolio Top Fund Picks (Debt) Data as on September 01, 2016 Tax rates for debt funds Returns (%) (simple annualised) AAUM ** Exp* Scheme Ind./HUF Corp. NRI Scheme name 3 6 1 (in %) (in %) (in %) (Rs cr) 1 mth ratio (%) mths mths yr Dividend Distribution Tax Accruals (payable by the scheme) Birla Sun Life Medium Term Plan 5,822 13.01 13.57 13.55 10.64 1.68 Debt schemes 28.84^ 34.608** 28.84^ HDFC Medium Term Opportunities Fund 4,670 9.41 13.70 12.62 10.11 0.34 Money mkt schemes 28.84^ 34.608** 28.84^ Kotak Bond Short Term Plan 2,908 10.98 12.54 11.70 9.22 1.10 ^(25% + 12 % Surcharge + 3% cess) BNP Paribas Short Term Income 184 7.83 10.99 10.28 8.72 1.22 **(30% + 12 % Surcharge + 3% cess) Crisil Short Term Bond Fund Index -- 8.76 11.45 10.94 9.42 -- Scheme Ind./HUF Corp. NRI Duration Funds (in %) (in %) (in %) ICICI Prudential Long Term Gilt Fund 1,544 17.13 29.25 26.33 14.33 1.07 Long-term capital gain (investments > 36 months) Franklin India GSF - LTP 373 11.39 27.86 24.38 13.48 1.74 Debt schemes Birla Sun Life Dynamic Bond Fund 12,445 15.59 25.75 22.59 13.25 1.62 Without indexation - - 10% ^ Reliance Dynamic Bond Fund 5,367 13.64 21.96 18.81 11.75 1.68 With indexation 20# 20** 20# ^ Crisil 10 Yr Gilt Index -- 8.56 17.18 14.11 11.52 -- Short-term capital gain Ultra Short term (investments = or < 36 months) Birla Sun Life Savings Fund 13,606 8.69 10.01 10.40 9.22 0.39 Debt schemes* 30# 30** 30# ^ ICICI Prudential Flexible Income 16,043 8.66 9.79 9.92 8.94 0.33 #Surchage at 12% is to be levied in case of IDFC Ultra Short Term Fund - Reg - Growth 3,863 8.25 9.57 9.84 8.77 0.37 individual/HUF unit holders when their income exceeds Rs1 crore Crisil Liquid Fund Index -- 6.80 7.38 7.86 7.78 -- **Surchage at 7% is to be levied for domestic Liquid corporate unit holders when their income exceeds HDFC Liquid Fund 33,843 6.91 7.26 7.87 7.91 0.20 Rs1 crore but less than Rs10 crore and ^Short-term/long-term capital gain tax will be IDFC Cash Fund - Reg - Growth 10,648 6.93 7.27 7.88 7.90 0.18 deducted at the time of redemption in case of NRI BNP Paribas Overnight Fund 1,009 6.97 7.28 7.81 7.83 0.06 investors only Crisil Liquid Fund Index -- 6.80 7.38 7.86 7.78 -- *Assuming investors fall in the highest tax bracket SIP calculator Crorepati calculator Monthly SIP of Rs5,000 Target: Rs10,000,000 Expected Expected maturity value of Expected Expected investment per month rate of your monthly investment (Rs) rate of to achieve your goal (Rs) returns Years to achieve financial goal returns Years to achieve financial goal (pa) 5 10 20 25 (pa) 5 10 15 20 8% 369,834 920,828 2,964,736 4,786,833 8% 135,196 54,299 28,708 16,865 10% 390,412 1,032,760 3,828,485 6,689,452 10% 128,070 48,414 23,928 13,060 15% 448,408 1,393,286 7,579,775 16,420,369 15% 111,506 35,887 14,775 6,597 25% 599,222 2,664,023 34,295,476 118,774,708 25% 83,442 18,769 5,114 1,458 Sharekhan 2 October 2016 Sharekhan Mutual Fund Finder Fund of the month Franklin India Smaller Companies Fund Key features Objective • Fund category Mid-cap The Fund seeks to provide long-term capital appreciation • Launch date January 13, 2006 by investing in mid and small cap companies.
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