Sunday, June 7, 2015

20% Return for 20 Years - Five Mutual Funds from India

2015 Story

HDFC Equity  - Franklin India Blue Chip Fund - Reliance Growth Fund - Franklin India Prima Fund - Birla Sun Life Advantage Fund

Article in Economic Times dated 8 June 2015
Page 11

HDFC Equity

Fund Manager Prashant Jain

Nature of Scheme - Open Ended Growth Scheme
Inception Date: January 01, 1995
HDFC Equity Fund
HDFC Equity Fund – Direct Plan

Each Plan offers Growth Option and Dividend Option. Dividend Option offers Payout and Reinvestment Facilities.

Direct Plan is for investors who purchase /subscribe Units in a Scheme directly with the Fund and is not available for investors who route their investments through a Distributor.

Entry Load: NIL
Unfront commission shall be paid directly by the investor to the ARN Holder (AMFI registered Distributor) based on the investors' assessment of various factors including the service rendered by the ARN Holder.

Exit Load
(as a % of the Applicable NAV)
In respect of each purchase / switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment..
No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.

Growth Option 05 Jun 2015 452.8870


1 year  11.8%
5          13.2
10        20.2
Since inception  20.5

The fund remains a compelling choice for investors.
HDFC Equity Fund easily ranks among the best funds in the India large-cap category, in our opinion.

Franklin India Blue Chip Fund

Date of allotment 1 December 1993


5 June 2015



1 Year  21.2%
5 Years 12.9
10 Years   18.4
Since Inception  20.7

Reliance Growth Fund

AUM Cr. 5,405


1 Year  23.4
5 Years 11.8
10 Years   19.2
Since Inception  24.6

Franklin India Prima Fund

AUM  3,625

1 Year  38.5
5 Years 20.5
10 Years   17.9
Since Inception  21.4

 Birla Sun Life Advantage Fund

AUM cr.  463

1 Year  26.2%
5 Years 13.8
10 Years   15.6
Since Inception  19.4

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