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 |
★ ★ ★ |
16,764 |
|
2/71 |
||||||
Canara Robeco Bluechip Equity Fund - Regular Plan |
Shridatta Bhandwaldar |
★ ★ ★ |
702 |
|
5/71 |
Large & Mid Cap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Emerging Equities Fund - Regular Plan |
Miyush Gandhi |
★ ★ ★ |
5,878 |
|
2/20 |
||||||
Mirae Asset Emerging Bluechip Fund - Regular Plan |
Neelesh Surana |
★ ★ ★ |
11,316 |
|
1/20 |
||||||
MultiCap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Emerging Equities Fund - Regular Plan |
Miyush Gandhi |
★ ★ ★ |
2,280 |
|
7/40 |
||||||
Parag Parikh Long Term Equity Fund - Regular Plan |
Rajeev Thakkar |
★ ★ ★ |
4,508 |
|
1/40 |
||||||
MidCap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Axis Midcap Fund |
Shreyash Devalkar |
★ ★ ★ |
6,307 |
|
2/20 |
||||||
DSP Midcap Fund - Regular Plan |
Vinit Sambre |
★ ★ ★ |
7,883 |
|
1/20 |
||||||
Small Cap |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Axis Small Cap Fund - Regular Plan |
Anupam Tiwari |
★ ★ |
2,720 |
|
2/13 |
||||||
SBI Small Cap Fund |
R. Srinivasan |
★ ★ ★ |
5,039 |
|
1/13 |
||||||
ELSS |
Fund Manager |
Rating |
AUM (Rs.Cr) |
|
5 Yr Rank |
||||||
Canara Robeco Equity Tax Saver Fund - Regular Plan |
Cheenu Gupta |
★ ★ ★ |
1,122 |
|
3/30 |
||||||
Mirae Asset Tax Saver Fund - Regular Plan |
Neelesh Surana |
★ ★ |
4,181 |
|
- |
Recommended Debt Funds
Liquid |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Liquid Fund |
Rahul Goswami |
★ ★ |
54,052 |
AAA |
|
0.11 |
||||||||
HDFC Liquid Fund |
Anupam Joshi |
★ ★ ★ |
80,165 |
AAA |
|
0.15 |
||||||||
UltraShort Term |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Ultra Short Term Fund |
Manish Banthia |
★ ★ |
6,940 |
AAA |
|
0.39 |
||||||||
HDFC Ultra Short Term Fund - Regular Plan |
Anil Bamboli |
★ ★ |
11,891 |
AAA |
|
0.51 |
||||||||
Low Duration |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
Kotak Low Duration Fund - Standard Plan |
Deepak Agrawal |
★ ★ |
9,297 |
AAA |
|
1.01 |
||||||||
ICICI Prudential Savings Fund |
Rahul Goswami |
★ ★ |
19,725 |
AAA |
|
1.27 |
||||||||
Short Term |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
ICICI Prudential Short Term Fund |
Manish Banthia |
★ ★ |
17,228 |
AAA |
|
4.05 |
||||||||
HDFC Short Term Debt Fund |
Anil Bamboli |
★ ★ ★ |
13,154 |
AAA |
|
3.75 |
||||||||
Banking & PSU |
Fund Manager |
Rating |
AUM (Rs.Cr) |
Average Credit Quality |
|
Average Maturity (Yrs) |
||||||||
Kotak Banking and PSU Debt Fund Regular Plan |
Deepak Agrawal |
★ ★ |
9132 |
AAA |
|
4.00 |
||||||||
Axis Banking & PSU Debt Fund |
Aditya Pagaria |
★ ★ ★ |
16,059 |
AAA |
|
2.10 |