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 |
★ ★ ★ |
18,283 |
|
1/49 |
||||||
Canara Robeco Bluechip Equity Fund - Regular Plan |
Shridatta Bhandwaldar |
★ ★ ★ |
924 |
|
2/49 |
Large & Mid Cap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Emerging Equities Fund - Regular Plan |
Miyush Gandhi |
★ ★ ★ |
6,126 |
|
3/20 |
||||||
Mirae Asset Emerging Bluechip Fund - Regular Plan |
Neelesh Surana |
★ ★ ★ |
11,929 |
|
1/20 |
||||||
MultiCap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Emerging Equities Fund - Regular Plan |
Miyush Gandhi |
★ ★ ★ ★ |
2,462 |
|
13/40 |
||||||
Parag Parikh Long Term Equity Fund - Regular Plan |
Rajeev Thakkar |
★ ★ ★ |
5,008 |
|
3/40 |
||||||
MidCap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Axis Midcap Fund |
Shreyash Devalkar |
★ ★ ★ |
6,949 |
|
1/19 |
||||||
DSP Midcap Fund - Regular Plan |
Vinit Sambre |
★ ★ ★ |
8,407 |
|
2/20 |
||||||
Small Cap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Axis Small Cap Fund - Regular Plan |
Anupam Tiwari |
★ ★ |
2,984 |
|
2/13 |
||||||
SBI Small Cap Fund |
R. Srinivasan |
★ ★ ★ |
5,424 |
|
1/13 |
||||||
ELSS |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Equity Tax Saver Fund - Regular Plan |
Cheenu Gupta |
★ ★ ★ |
1,217 |
|
5/30 |
||||||
Mirae Asset Tax Saver Fund - Regular Plan |
Neelesh Surana |
★ ★ ★ |
4,463 |
|
- |
Recommended Debt Funds
Liquid |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Liquid Fund |
Rahul Goswami |
★ ★ |
40,247 |
AAA |
|
0.09 |
||||||||
HDFC Liquid Fund |
Anupam Joshi |
★ ★ ★ |
64,687 |
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 |
★ ★ |
8,266 |
AAA |
|
8.09 |
||||||||
HDFC Ultra Short Term Fund - Regular Plan |
Anil Bamboli |
★ ★ |
15,216 |
AAA |
|
0.47 |
||||||||
Low Duration |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
Kotak Low Duration Fund - Standard Plan |
Deepak Agrawal |
★ ★ ★ |
9,427 |
AAA |
|
0.98 |
||||||||
ICICI Prudential Savings Fund |
Rahul Goswami |
★ ★ |
23,667 |
AAA |
|
2.24 |
||||||||
Short Term |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Short Term Fund |
Manish Banthia |
★ ★ |
20,927 |
AAA |
|
4.02 |
||||||||
HDFC Short Term Debt Fund |
Anil Bamboli |
★ ★ |
15,462 |
AAA |
|
3.64 |
||||||||
Banking & PSU |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
Kotak Banking and PSU Debt Fund Regular Plan |
Deepak Agrawal |
★ ★ |
10,286 |
AAA |
|
4.09 |
||||||||
Axis Banking & PSU Debt Fund |
Aditya Pagaria |
★ ★ ★ |
18,606 |
AAA |
|
1.90 |