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Mutual Funds – August16 2020

Aug 16, 2020

WEALTH MANAGEMENT

East is emerging as the new Nord for the global economy as growth is stemming from the east and at its centre lies India. With an upturn in wealth being witnessed in India, the complexities are also multiplying for growth and preservation of wealth. For creating wealth sustainability in long run it takes great amount of focus and deep-insights. Our belief is that patient investing coupled with quality information and knowledge can help an investor garner some prolific returns with low volatility. We at INMACS focus on wealth creation and preservation, meeting the goals of respective clients in a unceasing and transparent manner.

Call us/write to us for Consultation/Advisory

Amit Sarup (CEO, Wealth)

Mobile:- +91-98100-90916
E-mail :- amitsarup@inmacs.in

Recommended Equity Funds

Recommended Debt Funds

Recommended Equity Funds

Large Cap Funds

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)

1Yr

3Yr

5Yr

5 Yr Rank

Axis Bluechip Fund

Shreyash Devalkar

★ ★ ★
★ ★

15,945

4.93

9.29

8.61

2/65

Canara Robeco Bluechip Equity Fund - Regular Plan

Shridatta Bhandwaldar

★ ★ ★
★ ★

 

617

12.71

8.09

8.09

4/65

Large & Mid Cap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)

1Yr

3Yr

5Yr

5 Yr Rank

Canara Robeco Emerging Equities Fund - Regular Plan

Miyush Gandhi

★ ★ ★
★ ★

 

5,543

12.17

4.19

8.88

2/19

Mirae Asset Emerging Bluechip Fund - Regular Plan

Neelesh Surana

★ ★ ★
★ ★

 

10,596

10.99

7.14

12.14

1/19

MultiCap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)

1Yr

3Yr

5Yr

5 Yr Rank

Canara Robeco Emerging Equities Fund - Regular Plan

Miyush Gandhi

★ ★ ★ ★

 

2,245

11.25

7.19

7.25

8/38

Parag Parikh Long Term Equity Fund - Regular Plan

Rajeev Thakkar

★ ★ ★
★ ★

 

4,014

23.17

12.89

12.06

1/38

MidCap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)

1Yr

3Yr

5Yr

5 Yr Rank

Axis Midcap Fund

Shreyash Devalkar

★ ★ ★
★ ★

 

5,867

15.26

10.64

7.94

2/19

DSP Midcap Fund - Regular Plan

Vinit Sambre

★ ★ ★
★ ★

 

7,425

15.4

4.68

8.71

1/19

Small Cap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)

1Yr

3Yr

5Yr

5 Yr Rank

Axis Small Cap Fund - Regular Plan

Anupam Tiwari

★ ★ ★
★ ★

 

2,472

9.87

7.03

8.68

2/12

SBI Small Cap Fund

R. Srinivasan

★ ★ ★
★ ★

 

4,270

16.15

7.13

11.53

1/12

ELSS

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)

1Yr

3Yr

5Yr

5 Yr Rank

Canara Robeco Equity Tax Saver Fund - Regular Plan

Cheenu Gupta

★ ★ ★
★ ★

 

1,089

12.39

8.09

7.78

2/29

Mirae Asset Tax Saver Fund - Regular Plan

Neelesh Surana

★ ★ ★
★ ★

 

3,858

8.09

6.95

-

-

Recommended Debt Funds

Liquid

Fund Manager

Rating

AUM (Rs.Cr)

Average Credit Quality

Returns (%)

3 Mth

6 Mth

1Yr

3Yr

Average Maturity (Yrs)

ICICI Prudential Liquid Fund

Rahul Goswami

★ ★
★ ★

 

54,835

AAA

0.96

2.42

5.20

6.50

0.13

HDFC Liquid Fund

Anupam Joshi

★ ★ ★

80,811

AAA

0.88

2.29

5.02

6.36

0.10

UltraShort Term

Fund Manager

Rating

AUM (Rs.Cr)

Average Credit Quality

Returns (%)

3 Mth

6 Mth

1Yr

3Yr

Average Maturity (Yrs)

ICICI Prudential Ultra Short Term Fund

Manish Banthia

★ ★
★ ★

6,281

AAA

2.45

3.41

7.53

7.44

0.36

HDFC Ultra Short Term Fund - Regular Plan

Anil Bamboli

★ ★
★ ★

10,760

AAA

2.11

3.85

7.15

-

0.58

Low Duration

Fund Manager

Rating

AUM (Rs.Cr)

Average Credit Quality

Returns (%)

3 Mth

6 Mth

1Yr

3Yr

Average Maturity (Yrs)

Kotak Low Duration Fund - Standard Plan

Deepak Agrawal

★ ★ ★
★ ★

8,301

AAA

3.30

4.42

8.98

7.83

1.04

ICICI Prudential Savings Fund

Rahul Goswami

★ ★
★ ★

21,077

AAA

3.31

4.49

8.94

7.96

1.06

Short Term

Fund Manager

Rating

AUM (Rs.Cr)

Average Credit Quality

Returns (%)

3 Mth

6 Mth

1Yr

3Yr

Average Maturity (Yrs)

ICICI Prudential Short Term Fund

Manish Banthia

★ ★ ★
★ ★

17,466

AAA

4.02

5.58

11.09

7.94

3.68

HDFC Short Term Debt Fund

Anil Bamboli

★ ★ ★
★ ★

12,737

AAA

4.17

5.76

11.48

8.73

3.57

Banking & PSU

Fund Manager

Rating

AUM (Rs.Cr)

Average Credit Quality

Returns (%)

3 Mth

6 Mth

1Yr

3Yr

Average Maturity (Yrs)

Kotak Banking and PSU Debt Fund Regular Plan

Deepak Agrawal

★ ★
★ ★

7,830

AAA

3.64

5.30

11.22

8.70

4.35

Axis Banking & PSU Debt Fund

Aditya Pagaria

★ ★ ★
★ ★

16,437

AAA

3.33

5.25

10.64

9.14

2.10