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Mutual Funds – December 16 2020

Dec 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

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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

★ ★ ★
★ ★

20,480

17.42

15.63

16.35

1/49

Canara Robeco Bluechip Equity Fund - Regular Plan

Shridatta Bhandwaldar

★ ★ ★
★ ★

1,122

20.9

14.58

15.63

2/49

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

★ ★ ★
★ ★

6,880

22.95

8.85

15.29

4/20

Mirae Asset Emerging Bluechip Fund - Regular Plan

Neelesh Surana

★ ★ ★
★ ★

13,405

22.11

11.32

18.64

1/20

MultiCap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)
1Yr	3Yr	5Yr

5 Yr Rank

Canara Robeco Emerging Equities Fund - Regular Plan

Miyush Gandhi

★ ★ ★ ★

2,784

20.66

12.36

14.15

13/40

Parag Parikh Long Term Equity Fund - Regular Plan

Rajeev Thakkar

★ ★ ★
★ ★

5,757

32.24

15.03

15.85

3/40

MidCap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)
1Yr	3Yr	5Yr

5 Yr Rank

Axis Midcap Fund

Shreyash Devalkar

★ ★ ★
★ ★

7,878

24.85

14.95

16.32

1/19

DSP Midcap Fund - Regular Plan

Vinit Sambre

★ ★ ★
★ ★

9,467

24.97

8.57

15.32

2/19

Small Cap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)
1Yr	3Yr	5Yr

5 Yr Rank

Axis Small Cap Fund - Regular Plan

Anupam Tiwari

★ ★ ★
★ ★

3,366

24.08

11.71

15.77

2/13

SBI Small Cap Fund

R. Srinivasan

★ ★ ★
★ ★

6,202

33.81

6.66

18.12

1/13

ELSS

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)
1Yr	3Yr	5Yr

5 Yr Rank

Canara Robeco Equity Tax Saver Fund - Regular Plan

Cheenu Gupta

★ ★ ★
★ ★

1,333

24.79

13.71

14.51

5/30

Mirae Asset Tax Saver Fund - Regular Plan

Neelesh Surana

★ ★ ★
★ ★

5,044

20.87

12.38

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

★ ★
★ ★

46,016

AAA

0.81

1.69

4.48

6.21

0.10

HDFC Liquid Fund

Anupam Joshi

★ ★ ★

65,240

AAA

0.78

1.62

4.30

6.09

0.15

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

★ ★
★ ★

9,030

AAA

1.50

3.71

7.30

8.10

0.45

HDFC Ultra Short Term Fund - Regular Plan

Anil Bamboli

★ ★
★ ★

16,434

AAA

1.24

2.87

6.76

0.44

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

★ ★ ★
★ ★

14,064

AAA

1.82

4.26

8.85

8.65

0.86

ICICI Prudential Savings Fund

Rahul Goswami

★ ★
★ ★

30,111

AAA

2.04

4.52

8.72

8.25

2.10

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

★ ★ ★
★ ★

22,802

AAA

2.50

5.30

10.99

8.54

3.50

HDFC Short Term Debt Fund

Anil Bamboli

★ ★ ★
★ ★

16,907

AAA

2.51

5.55

11.22

9.10

3.55

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

★ ★
★ ★

10,215

AAA

2.52

4.88

10.85

9.21

3.83

Axis Banking & PSU Debt Fund

Aditya Pagaria

★ ★ ★
★ ★

17,555

AAA

2.08

4.20

9.67

9.19

1.90