3 - 6 ತಿಂಗಳ ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್

1. Sundaram Global Advantage Fund

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 28 in Global category.  Return for 2024 was 13.1% , 2023 was 30.1% and 2022 was -15.4% .

Below is the key information for Sundaram Global Advantage Fund

2. Nippon India US Equity Opportunites Fund

The primary investment objective of Reliance US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Nippon India US Equity Opportunites Fund is a Equity - Global fund was launched on 23 Jul 15. It is a fund with High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Return for 2024 was 21.3% , 2023 was 32.4% and 2022 was -19% .

Below is the key information for Nippon India US Equity Opportunites Fund

3. IDBI Diversified Equity Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing in a diversified portfolio of Equity and Equity related Instruments across market capitalization. However there can be no assurance that the investment objective under the Scheme will be realized

IDBI Diversified Equity Fund is a Equity - Multi Cap fund was launched on 28 Mar 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 56 in Multi Cap category. .

Below is the key information for IDBI Diversified Equity Fund

4. IDBI Equity Advantage Fund

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized.

IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 21 in ELSS category. .

Below is the key information for IDBI Equity Advantage Fund

5. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 3 in Global category.  Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

1. L&T Large and Midcap Fund

(Erstwhile L&T India Special Situations Fund)

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity related securities including equity derivatives.

L&T Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 22 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 32 in Large & Mid Cap category. .

Below is the key information for L&T Large and Midcap Fund

2. L&T India Large Cap Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.

L&T India Large Cap Fund is a Equity - Large Cap fund was launched on 23 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10% since its launch.  Ranked 56 in Large Cap category. .

Below is the key information for L&T India Large Cap Fund

3. L&T Equity Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 25 in Multi Cap category. .

Below is the key information for L&T Equity Fund

4. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

5. IDBI Equity Advantage Fund

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized.

IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 21 in ELSS category. .

Below is the key information for IDBI Equity Advantage Fund