Scorecard : Open Ended Equity Funds
|
UR=Univarsal Rank CR=Category Rank RR=Risk Rank |
| Performance | Investment Pattern | Load | Rank | ||||||||||||
|
Scheme Name
|
Inception
|
Fund manager
|
Fund size
|
NAV
|
3 Mths
|
1yr
|
Since incept.
|
EQ.
|
Debt
|
Other
|
Entry
|
Exit
|
UR
|
CR
|
RR
|
|
$$ Open Ended Aggressive Equity Fund
|
|||||||||||||||
|
Birla
Advantage Fund
|
Feb-95
|
Bharat C. Shah
|
489.89
|
30.75
|
-18.41
|
-40.14
|
27.17
|
83.00
|
0.00
|
17.00
|
2
|
0
|
12
|
1
|
Avg
|
|
JM
Equity - Growth
|
Dec-94
|
Chandan Desai
|
40
|
9.55
|
-6.56
|
-39.13
|
-0.8
|
78.15
|
0.00
|
21.85
|
1.5
|
0
|
101
|
9
|
Avg
|
|
Reliance Growth - Growth
|
Oct-95
|
Kunj Bansal
|
39.31
|
24.2
|
-1.87
|
-40.26
|
18.42
|
76.83
|
0.40
|
22.77
|
2
|
0
|
56
|
5
|
Avg
|
|
SBI
Magnum Global Fund 94
|
Sep-94
|
Ajay Bodke
|
89.7
|
9.61
|
-11.18
|
-48.77
|
-0.63
|
82.82
|
0.00
|
17.18
|
1.5
|
0
|
65
|
7
|
Avg.
|
|
SBI
Magnum Multiplier Plus 93
|
Feb-93
|
Sonia Sharma
|
321.83
|
14.62
|
-15.93
|
-48.8
|
9.88
|
85.65
|
0.00
|
14.35
|
1.75
|
0
|
58
|
6
|
Avg.
|
|
Sun
F&C Value - Growth
|
Jul-97
|
Gul Tekchandani
|
35.76
|
20.39
|
3.14
|
-22.68
|
26.82
|
95.03
|
0.00
|
4.97
|
7.75
|
0
|
36
|
4
|
Avg.
|
|
Taurus
Discovery Stock
|
Sep-94
|
R K Gupta
|
36.56
|
6.62
|
-4.75
|
10.89
|
-7.94
|
88.00
|
0.00
|
12.00
|
1.5
|
0
|
24
|
3
|
low
|
|
Taurus
Libra Leap
|
May-96
|
R K Gupta
|
22.49
|
16.96
|
-8.03
|
-0.88
|
35.11
|
100.00
|
0.00
|
0.00
|
1.5
|
0
|
19
|
2
|
Avg.
|
|
Taurus
Starshare
|
Dec-94
|
R K Gupta
|
89.39
|
8.37
|
-3.57
|
-22.14
|
-3.5
|
98.00
|
0.00
|
2.00
|
1.5
|
0
|
88
|
8
|
Avg.
|
|
$$$ Open Ended Diversified Equity Fund
|
|||||||||||||||
|
Alliance 95- Growth *
|
Feb-95
|
Samir Arora
|
463.81
|
50.67
|
-6.58
|
-11.37
|
31.95
|
71.20
|
28.80
|
0.00
|
1.75
|
0
|
17
|
2
|
Avg.
|
|
BOI
Excl Growth Scheme 95
|
Jan-95
|
NULL
|
46.5
|
7.49
|
9.02
|
-21.32
|
-5.21
|
77.36
|
6.12
|
16.52
|
1
|
0
|
120
|
27
|
High
|
|
Canbonus
|
May-91
|
Murleedhar
|
44.89
|
9.42
|
-1.05
|
-33.76
|
-0.62
|
89.69
|
0.15
|
10.05
|
1
|
0
|
124
|
28
|
High
|
|
Cancigo+
|
Apr-88
|
Vishwanath
|
n.a.
|
1081.38
|
-4.54
|
-1.22
|
22.49
|
5.72
|
89.56
|
4.72
|
n.a.
|
n.a.
|
112
|
26
|
low
|
|
Canganga*
|
Feb-95
|
Seshagiri
|
0.47
|
9.48
|
-2.77
|
-16.63
|
0.84
|
70.10
|
28.46
|
1.44
|
1
|
0
|
109
|
24
|
High
|
|
Canglobal
|
Feb-92
|
Kayzad Eghlis
|
8.22
|
6.76
|
-5.06
|
-43.03
|
2.13
|
75.95
|
22.29
|
1.76
|
n.a.
|
n.a.
|
127
|
29
|
Avg.
|
|
DSP
ML Balanced Fund - Growth*
|
May-99
|
Srisankar Radhakrishan
|
84.92
|
10.41
|
-0.1
|
-18.93
|
2.68
|
68.47
|
11.82
|
19.72
|
0
|
0
|
94
|
20
|
High
|
|
DSP
ML Equity Fund
|
Apr-97
|
S. Nagnath
|
48.82
|
16.54
|
-1.31
|
-26.35
|
23.76
|
98.96
|
0.00
|
1.04
|
2
|
0
|
50
|
11
|
Avg.
|
|
Franklin India Growth Fund
|
Feb-00
|
Deepesh Pandey
|
30.64
|
6.15
|
-9.02
|
n.a.
|
-38.5
|
88.90
|
0.00
|
11.10
|
2
|
0
|
#
|
#
|
#
|
|
GIC
D MAT
|
Apr-99
|
Kishore Udiaver
|
10.92
|
7.92
|
2.06
|
-26.73
|
-9.8
|
100.00
|
0.00
|
0.00
|
2
|
0
|
143
|
32
|
High
|
|
GIC
Fortune 94
|
Jan-95
|
B C Modi
|
89.2
|
6.39
|
3.23
|
-23.29
|
-7.2
|
95.01
|
4.99
|
0.00
|
1.5
|
0
|
129
|
30
|
High
|
|
GIC
Growth Plus II
|
Feb-94
|
Priyanka Kaul
|
33.47
|
12.84
|
-16.24
|
-23.84
|
3.84
|
96.40
|
3.60
|
0.00
|
3
|
0
|
60
|
13
|
Avg.
|
|
HDFC
Growth Fund
|
Aug-00
|
Sanjay Bhattacharya
|
134.9
|
9.392
|
-3.37
|
n.a.
|
-6.08
|
82.97
|
14.79
|
2.24
|
2
|
0
|
#
|
#
|
#
|
|
IDBI-Principal Equity - Growth
|
Jun-95
|
Prashant Sethi
|
99.52
|
10.0231
|
-5.02
|
-26.19
|
0.04
|
84.48
|
6.66
|
8.86
|
2
|
0
|
66
|
16
|
low
|
|
IDBI-Principal Growth Fund - Growth
|
Oct-00
|
Prashant Sethi
|
26.85
|
9.9271
|
n.a.
|
n.a.
|
-0.73
|
67.57
|
0.00
|
32.43
|
2
|
0
|
#
|
#
|
#
|
|
Ind
Navratna
|
Jun-94
|
S K Bandopadhyay
|
n.a.
|
6.2
|
1.81
|
23.51
|
-24.51
|
NULL
|
NULL
|
NULL
|
n.a.
|
n.a.
|
#
|
#
|
#
|
|
JM
Basic Fund
|
Jun-97
|
Chandan Desai
|
n.a.
|
24.53
|
n.a.
|
56.24
|
32.06
|
NULL
|
NULL
|
NULL
|
2.5
|
0
|
#
|
#
|
#
|
|
KM
K 30 Unit Scheme
|
Dec-98
|
S N Rajan
|
43.27
|
14.948
|
-3.91
|
-26.32
|
37.21
|
91.14
|
0.00
|
8.86
|
1.75
|
0
|
51
|
12
|
Avg.
|
|
KP
Bluechip - Growth
|
Nov-93
|
K. N. Siva Subramanian
|
243.06
|
22.43
|
3.6
|
-13.2
|
13.46
|
91.66
|
0.00
|
8.34
|
2
|
0
|
9
|
1
|
low
|
|
KP
Prima Fund - Growth
|
Nov-93
|
K. N. Siva Subramanian
|
33.33
|
19.64
|
-7.1
|
-44.88
|
10.06
|
96.95
|
0.00
|
3.05
|
2
|
0
|
42
|
8
|
Avg.
|
|
KP
Prima Plus - Growth
|
Sep-94
|
R Sukumar
|
114.76
|
20.97
|
-1.83
|
-31.89
|
13.03
|
98.60
|
0.00
|
1.40
|
2
|
0
|
26
|
3
|
Avg.
|
|
LIC
Dhanvikas (1)
|
Jan-93
|
V Ramanan
|
26.46
|
7.87
|
0.25
|
-25.96
|
-12.02
|
100.00
|
0.00
|
0.00
|
2
|
0
|
130
|
31
|
High
|
|
Prudential ICICI Growth Plan - Cumulative
|
Jun-98
|
Krishna Kumar
|
395.48
|
20.4
|
-6.89
|
-33.4
|
33.38
|
86.45
|
0.00
|
13.55
|
1.5
|
0
|
44
|
10
|
Avg.
|
|
Reliance Vision
|
Sep-95
|
Jitendra Jain
|
46.64
|
18.34
|
-2.65
|
-20.23
|
12.3
|
31.01
|
0.57
|
68.42
|
0
|
0
|
67
|
17
|
Avg.
|
|
SBI
Magnum Balanced Fund*
|
Oct-95
|
Sandip Sabharwal
|
154.03
|
12.9272
|
-9.93
|
-28.32
|
9.43
|
67.42
|
22.12
|
10.46
|
1.75
|
0
|
39
|
7
|
Avg.
|
|
SBI
Magnum Equity Fund
|
Jan-91
|
Ajay Bodke
|
155.89
|
12.34
|
-10.58
|
-37.55
|
9.08
|
74.44
|
0.00
|
25.56
|
1.75
|
0
|
38
|
6
|
Avg.
|
|
Sun
F&C Resurgent India Equity Fund
|
May-00
|
Gul Tekchandani
|
2
|
10.18
|
5.38
|
n.a.
|
1.8
|
NULL
|
NULL
|
NULL
|
4
|
0
|
#
|
#
|
#
|
|
Sundaram Growth Fund
|
Feb-97
|
Anand Radhakrishnan
|
23.76
|
12.81
|
-2.14
|
-20.63
|
4.16
|
80.50
|
0.00
|
19.50
|
2
|
0
|
43
|
9
|
low
|
|
Tata
Pure Equity Fund
|
May-98
|
Shyam Bhatt
|
37.93
|
11.7154
|
-7.65
|
-2.89
|
42.49
|
96.10
|
0.00
|
3.90
|
0
|
0
|
27
|
4
|
High
|
|
Templeton India Growth Fund
|
Sep-96
|
Chetan Sehgal
|
141.29
|
12.31
|
5.21
|
-2.26
|
7.75
|
89.70
|
10.30
|
0.00
|
2
|
0
|
74
|
19
|
High
|
|
UTI
CCCF-93
|
Jul-93
|
NULL
|
299.1
|
13.05
|
-0.46
|
n.a.
|
30.5
|
48.48
|
44.64
|
0.00
|
n.a.
|
n.a.
|
#
|
#
|
#
|
|
UTI
Grandmaster - 1993
|
Apr-93
|
V Suresh
|
36.99
|
10.6
|
6.1
|
-29.1
|
0.84
|
100.00
|
0.00
|
0.00
|
0
|
3
|
100
|
22
|
Avg.
|
|
UTI
Master Growth
|
Feb-93
|
V Suresh
|
411.69
|
16.92
|
0.77
|
-18.57
|
8.49
|
99.99
|
0.01
|
0.00
|
0
|
3
|
99
|
21
|
High
|
|
UTI
Mastergain 92
|
Apr-92
|
Hamant Kanawala
|
1147.9
|
11.01
|
1.47
|
-19.86
|
2.67
|
99.31
|
0.00
|
0.69
|
0
|
3
|
106
|
23
|
High
|
|
UTI
Masterplus Unit Scheme 91
|
Dec-91
|
Hamant Kanawala
|
678.02
|
19.68
|
2.62
|
-19.98
|
9.94
|
100.00
|
0.00
|
0.00
|
0
|
3
|
110
|
25
|
High
|
|
UTI
Primary Equity Fund
|
Apr-95
|
Sumit Budhiraja
|
93.18
|
14.16
|
3.23
|
-24.27
|
8.63
|
85.33
|
14.67
|
0.00
|
3
|
0
|
70
|
18
|
High
|
|
UTI
Small Investors Fund
|
Jul-98
|
Kaushik Roychaudhary
|
0.25
|
13.31
|
n.a.
|
11.6
|
12.12
|
0.00
|
91.24
|
8.76
|
n.a.
|
n.a.
|
#
|
#
|
#
|
|
UTI
UGS 10000
|
May-98
|
M. M. Kapoor
|
131.37
|
11.6
|
8.11
|
-16.97
|
14.93
|
98.92
|
0.00
|
1.08
|
3
|
0
|
123
|
4
|
High
|
|
Zurich
India Capital Builder - Growth
|
Dec-93
|
E A Sundaram
|
35.87
|
12.01
|
2.04
|
-17.17
|
2.69
|
95.40
|
0.00
|
4.60
|
1.75
|
0
|
61
|
14
|
High
|
|
Zurich
India Equity - Growth
|
Dec-94
|
Chandresh Nigam
|
36.94
|
18.88
|
0.11
|
-20
|
11.14
|
81.70
|
0.00
|
18.30
|
1.75
|
0
|
28
|
5
|
High
|
|
Zurich
India Top 200 - Growth
|
Aug-96
|
Bobby Surendranath
|
35.6
|
15.2
|
6.07
|
-19.49
|
17.69
|
98.70
|
0.00
|
1.30
|
1.75
|
0
|
62
|
15
|
High
|
|
$ Open Ended Skewed Fund
|
|||||||||||||||
|
Alliance Equity Fund - Growth
|
Aug-98
|
Samir Arora
|
543.01
|
33.06
|
-8.47
|
-17.78
|
68.61
|
97.70
|
0.00
|
2.30
|
1.75
|
0
|
13
|
1
|
Avg.
|
|
IL&FS Growth & Value Fund - Growth
|
Oct-99
|
Suhas Naik
|
141.93
|
12.02
|
-4.53
|
-36.44
|
17
|
78.95
|
0.00
|
21.05
|
2
|
0
|
37
|
3
|
Avg.
|
|
ING
Growth Portfolio - Growth
|
Apr-99
|
K Shanbagh
|
123.07
|
13.34
|
-21.85
|
-35.05
|
19.46
|
91.86
|
0.00
|
8.14
|
1.5
|
0
|
21
|
2
|
Avg.
|
|
LIC
Dhansamridhi
|
Jan-94
|
V Ramanan
|
3.76
|
3.03
|
-19.41
|
-38.91
|
-46.61
|
100.00
|
0.00
|
0.00
|
1
|
0
|
140
|
4
|
Avg.
|
|
Open Ended Index Fund
|
|||||||||||||||
|
Franklin India Index Fund
|
Jul-00
|
Nilesh Shah
|
30.64
|
9.51
|
-0.73
|
n.a.
|
-4.9
|
98.30
|
0.00
|
1.70
|
1
|
0
|
#
|
#
|
#
|
|
IDBI-Principal Index Fund
|
Jun-99
|
Prashant Sethi
|
365.12
|
9.6597
|
-0.93
|
-15.18
|
-1.74
|
100.00
|
0.00
|
0.00
|
1
|
0
|
22
|
1
|
low
|
|
UTI
Nifty Fund
|
Feb-00
|
Vinay Kulkarni
|
184.05
|
7.66
|
-0.13
|
n.a.
|
-23.4
|
100.00
|
0.00
|
0.00
|
2
|
0
|
#
|
#
|
#
|
|
UTI
Index Equity Fund
|
Jun-97
|
Hamant Kanawala
|
27.77
|
16.64
|
-0.18
|
-14.93
|
18.4
|
99.19
|
0.00
|
0.81
|
2
|
0
|
55
|
2
|
Avg.
|
|
UTI
Master Index Fund
|
Jun-98
|
Nitin Sharma
|
236.64
|
11.94
|
-2.85
|
-22.32
|
8.26
|
99.98
|
0.00
|
0.02
|
0
|
1
|
103
|
3
|
Avg.
|
|
Open Ended Sector Fund
|
|||||||||||||||
|
Alliance Basic Industries - Growth
|
Jan-00
|
Samir Arora
|
32.88
|
8.86
|
7.65
|
n.a.
|
-11.4
|
97.10
|
0.00
|
2.90
|
1.75
|
0
|
#
|
#
|
#
|
|
Alliance Buy India Fund - Growth
|
Jan-00
|
Samir Arora
|
58.48
|
6.02
|
2.91
|
n.a.
|
-39.8
|
93.00
|
|||||||