WEALTH MANAGEMENT
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) |
|
5 Yr Rank |
||||||
Axis Bluechip Fund |
Shreyash Devalkar |
★ ★ ★
|
15,945 |
|
2/65 |
||||||
Canara Robeco Bluechip Equity Fund - Regular Plan |
Shridatta Bhandwaldar |
★ ★ ★
|
617 |
|
4/65 |
Large & Mid Cap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Emerging Equities Fund - Regular Plan |
Miyush Gandhi |
★ ★ ★
|
5,543 |
|
2/19 |
||||||
Mirae Asset Emerging Bluechip Fund - Regular Plan |
Neelesh Surana |
★ ★ ★
|
10,596 |
|
1/19 |
||||||
MultiCap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Emerging Equities Fund - Regular Plan |
Miyush Gandhi |
★ ★ ★ ★
|
2,245 |
|
8/38 |
||||||
Parag Parikh Long Term Equity Fund - Regular Plan |
Rajeev Thakkar |
★ ★ ★
|
4,014 |
|
1/38 |
||||||
MidCap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Axis Midcap Fund |
Shreyash Devalkar |
★ ★ ★
|
5,867 |
|
2/19 |
||||||
DSP Midcap Fund - Regular Plan |
Vinit Sambre |
★ ★ ★
|
7,425 |
|
1/19 |
||||||
Small Cap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Axis Small Cap Fund - Regular Plan |
Anupam Tiwari |
★ ★ ★
|
2,472 |
|
2/12 |
||||||
SBI Small Cap Fund |
R. Srinivasan |
★ ★ ★
|
4,270 |
|
1/12 |
||||||
ELSS |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Equity Tax Saver Fund - Regular Plan |
Cheenu Gupta |
★ ★ ★
|
1,089 |
|
2/29 |
||||||
Mirae Asset Tax Saver Fund - Regular Plan |
Neelesh Surana |
★ ★ ★
|
3,858 |
|
- |
Recommended Debt Funds
Liquid |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Liquid Fund |
Rahul Goswami |
★ ★
|
54,835 |
AAA |
|
0.13 |
||||||||
HDFC Liquid Fund |
Anupam Joshi |
★ ★ ★ |
80,811 |
AAA |
|
0.10 |
||||||||
UltraShort Term |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Ultra Short Term Fund |
Manish Banthia |
★ ★
|
6,281 |
AAA |
|
0.36 |
||||||||
HDFC Ultra Short Term Fund - Regular Plan |
Anil Bamboli |
★ ★
|
10,760 |
AAA |
|
0.58 |
||||||||
Low Duration |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
Kotak Low Duration Fund - Standard Plan |
Deepak Agrawal |
★ ★ ★
|
8,301 |
AAA |
|
1.04 |
||||||||
ICICI Prudential Savings Fund |
Rahul Goswami |
★ ★
|
21,077 |
AAA |
|
1.06 |
||||||||
Short Term |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Short Term Fund |
Manish Banthia |
★ ★ ★
|
17,466 |
AAA |
|
3.68 |
||||||||
HDFC Short Term Debt Fund |
Anil Bamboli |
★ ★ ★
|
12,737 |
AAA |
|
3.57 |
||||||||
Banking & PSU |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
Kotak Banking and PSU Debt Fund Regular Plan |
Deepak Agrawal |
★ ★
|
7,830 |
AAA |
|
4.35 |
||||||||
Axis Banking & PSU Debt Fund |
Aditya Pagaria |
★ ★ ★
|
16,437 |
AAA |
|
2.10 |