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Mutual Funds – September 16 2020

Sep 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

★ ★ ★
★ ★

16,764

6.87

8.57

11.01

2/71

Canara Robeco Bluechip Equity Fund - Regular Plan

Shridatta Bhandwaldar

★ ★ ★
★ ★

702

14.3

7.8

10.52

4/71

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

★ ★ ★
★ ★

5,878

16.52

4.04

11.88

2/20

Mirae Asset Emerging Bluechip Fund - Regular Plan

Neelesh Surana

★ ★ ★
★ ★

11,316

13.65

6.81

14.68

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

★ ★ ★
★ ★

2,280

14.61

7.01

10.02

7/40

Parag Parikh Long Term Equity Fund - Regular Plan

Rajeev Thakkar

★ ★ ★
★ ★

4,508

23.01

12.48

14.06

1/40

MidCap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)
1Yr	3Yr	5Yr

5 Yr Rank

Axis Midcap Fund

Shreyash Devalkar

★ ★ ★
★ ★

6,307

19.89

10.33

11.07

2/20

DSP Midcap Fund - Regular Plan

Vinit Sambre

★ ★ ★
★ ★

7,883

19.99

5.23

12.04

1/20

Small Cap

Fund Manager

Rating

AUM (Rs.Cr)

Returns (%)
1Yr	3Yr	5Yr

5 Yr Rank

Axis Small Cap Fund - Regular Plan

Anupam Tiwari

★ ★
★ ★

2,720

17.11

9.41

12.75

2/13

SBI Small Cap Fund

R. Srinivasan

★ ★ ★
★ ★

5,039

22.35

7.42

14.69

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

★ ★ ★
★ ★

1,122

17.89

8.75

10.56

3/30

Mirae Asset Tax Saver Fund - Regular Plan

Neelesh Surana

★ ★
★ ★

4,181

11.63

6.94

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

★ ★
★ ★

54,052

AAA

0.84

2.25

4.95

6.40

0.11

HDFC Liquid Fund

Anupam Joshi

★ ★ ★

80,165

AAA

0.81

2.11

4.76

6.26

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

★ ★
★ ★

6,940

AAA

2.02

3.66

7.31

7.41

0.39

HDFC Ultra Short Term Fund - Regular Plan

Anil Bamboli

★ ★
★ ★

11,891

AAA

1.53

4.00

6.82

0.51

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

★ ★
★ ★

9,297

AAA

2.21

4.79

8.37

7.78

1.01

ICICI Prudential Savings Fund

Rahul Goswami

★ ★
★ ★

19,725

AAA

2.40

5.06

8.36

7.89

1.27

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

★ ★
★ ★

17,228

AAA

2.72

6.33

10.07

7.85

4.05

HDFC Short Term Debt Fund

Anil Bamboli

★ ★ ★
★ ★

13,154

AAA

2.97

6,54

10.48

8.59

3.75

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

★ ★
★ ★

9132

AAA

2.31

6.18

10.04

8.59

4.00

Axis Banking & PSU Debt Fund

Aditya Pagaria

★ ★ ★
★ ★

16,059

AAA

2.08

6.07

9.42

8.96

2.10