Scorecard : Open Ended Equity Funds
UR=Univarsal Rank
CR=Category Rank
RR=Risk Rank
|
Scheme
Name
|
Mutual Fund
|
Incept. Date
|
Performance
|
NAV
|
Fund Size
|
Fund Manager
|
Rank
|
Investment Pattern
|
Load
|
|||||||
|
3 Mths
|
1 yr
|
Since Incept.
|
30-Sep
|
UR
|
CR
|
RR
|
Eq.
|
Debt
|
Other
|
Entry
|
Exit
|
|||||
|
Open Ended
Aggressive Equity Funds (ICE Sector exposure between 40 to 60 percent)
$$
|
||||||||||||||||
|
Alliance 95*
|
Alliance Mutual Fund
|
Feb-95
|
-7.82
|
56
|
35.19
|
54.24
|
527.8
|
Samir Arora
|
19
|
2
|
Avg
|
74.7
|
0.0
|
25.3
|
1.75%
|
None
|
|
Canglobal
|
Canbank Mutual Fund
|
Feb-92
|
-11.2
|
-1.74
|
2.45
|
7.12
|
8.81
|
G R Sabnif
|
111
|
14
|
Avg
|
69.8
|
12.6
|
17.6
|
1%
|
None
|
|
Franklin India Growth
Fund
|
Templeton Mutual Fund
|
Feb-00
|
-15.1
|
na
|
-32.4
|
6.76
|
35.1
|
Deepesh Pandey
|
#
|
#
|
#
|
90.0
|
0.0
|
10.0
|
2%
|
None
|
|
JM Equity
|
JM Mutual Fund
|
Dec-94
|
-16.9
|
-0.16
|
0.4
|
10.22
|
40
|
Chandan Desai
|
87
|
12
|
Avg
|
88.5
|
0.0
|
11.5
|
1.50%
|
0.75%
|
|
KM K 30 Unit Scheme
|
Kotak Mahindra Mutual Fund
|
Dec-98
|
-13.4
|
-6.5
|
46.37
|
17.64
|
49.59
|
S N Rajan
|
56
|
10
|
Avg
|
90.4
|
0.0
|
9.6
|
1.75%
|
none
|
|
KP Prima Plus
|
Kothari Pioneer Mutual Fund
|
Sep-94
|
-12
|
40.2
|
13.99
|
21.36
|
136.85
|
R Sukumar
|
28
|
4
|
Avg
|
93.0
|
0.0
|
7.0
|
2%
|
None
|
|
Prudential ICICI Growth
Plan
|
Prudential ICICI Mutual
Fund
|
Jun-98
|
-10
|
6.3
|
42.62
|
21.91
|
457.59
|
Krishna Kumar
|
37
|
7
|
Avg
|
89.7
|
0.0
|
10.3
|
1.50%
|
None
|
|
SBI Magnum Equity Fund
|
SBI Mutual Fund
|
Jan-91
|
-15.1
|
26.79
|
9.99
|
13.8
|
166
|
Ajay Bodke
|
33
|
5
|
Avg
|
100.0
|
0.0
|
0.0
|
1.50%
|
None
|
|
SBI Magnum Global Fund
94
|
SBI Mutual Fund
|
Sep-94
|
-17.1
|
12.38
|
1.32
|
10.82
|
89.7
|
Ajay Bodke
|
62
|
11
|
Low
|
82.8
|
0.0
|
17.2
|
1.50%
|
None
|
|
SBI Magnum Multiplier
Plus 93
|
SBI Mutual Fund
|
Feb-93
|
-11.7
|
18.32
|
12.04
|
25.74
|
470.48
|
Sonia Sharma
|
48
|
8
|
Avg
|
90.4
|
0.0
|
9.6
|
1.50%
|
None
|
|
Sun F&C Value
|
Sun F&C Mutual Fund
|
Jul-97
|
-17.3
|
29.8
|
28.07
|
19.77
|
38
|
Gul Tekchandani
|
36
|
6
|
Avg
|
96.1
|
0.0
|
3.9
|
1.50%
|
None
|
|
Tata Pure Equity Fund
|
Tata Mutual Fund
|
May-98
|
-0.19
|
-30.8
|
50.3
|
12.74
|
35.19
|
Shyam Bhatt
|
26
|
3
|
Avg
|
80.7
|
0.0
|
19.4
|
None
|
1%
|
|
Taurus Discovery Stock
|
Taurus Mutual Fund
|
Sep-94
|
-4.79
|
18.01
|
-7.39
|
6.95
|
37.04
|
R K Gupta
|
50
|
9
|
Low
|
100.0
|
0.0
|
0.0
|
1.50%
|
1%
|
|
Taurus Libra Leap
|
Taurus Mutual Fund
|
May-96
|
-12.5
|
-9.16
|
46.51
|
18.44
|
22.52
|
R K Gupta
|
18
|
1
|
Avg
|
100.0
|
0.0
|
0.0
|
1.50%
|
1%
|
|
UTI Grandmaster - 1993
|
Unit Trust of India
|
Apr-93
|
na
|
15.06
|
38.6
|
9.99
|
39.08
|
V Suresh
|
104
|
13
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
Open
Ended Diversified Equity Funds (ICE Sector exposure less than 40 percent)$$$
|
||||||||||||||||
|
BOI Excl Growth Scheme
95
|
BOI Mutual Fund
|
Jan-95
|
-12.3
|
-3.25
|
-7.02
|
6.87
|
46.5
|
Sangita Garg
|
110
|
18
|
Avg
|
77.4
|
6.1
|
16.5
|
%
|
None
|
|
Canbonus
|
Canbank Mutual Fund
|
May-91
|
-13.1
|
-2.77
|
-0.53
|
9.52
|
48.75
|
Umesh Kamath
|
108
|
17
|
High
|
95.1
|
0.1
|
4.8
|
1%
|
None
|
|
DSP ML Equity Fund
|
DSP Merrill Lynch Mutual
Fund
|
Apr-97
|
-17.2
|
23.44
|
26.04
|
16.76
|
57.48
|
S. Nagnath
|
21
|
1
|
Low
|
89.5
|
0.0
|
10.5
|
2%
|
None
|
|
GIC D MAT
|
GIC Mutual Fund
|
Apr-99
|
-13.4
|
-33.5
|
-14.4
|
7.76
|
na
|
Kishore Udiaver
|
136
|
23
|
High
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
GIC Fortune 94
|
GIC Mutual Fund
|
Jan-95
|
-9.1
|
-20.7
|
-8.01
|
6.19
|
306.07
|
B C Modi
|
122
|
19
|
High
|
100.0
|
0.0
|
0.0
|
1.50%
|
None
|
|
GIC Growth Plus II
|
GIC Mutual Fund
|
Feb-94
|
-19.8
|
2.34
|
12.65
|
15.33
|
198.39
|
Bikram Sen
|
46
|
4
|
Avg
|
100.0
|
0.0
|
0.0
|
3%
|
None
|
|
HDFC Growth Fund
|
HDFC Mutual Fund
|
Aug-00
|
na
|
na
|
-2.8
|
9.72
|
na
|
Sanjay Bhattacharya
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
Ind Navratna
|
Indian Bank Mutual Fund
|
Jun-94
|
0.83
|
33.8
|
-29
|
6.02
|
na
|
S.K.Bandopadhyay
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
1%
|
None
|
|
IDBI-Principal Equity
|
IDBI Mutual Fund
|
Jun-95
|
-11.2
|
4.59
|
0.93
|
10.5
|
66.88
|
Prashant Sethi
|
84
|
12
|
High
|
77.6
|
4.1
|
18.4
|
1.50%
|
None
|
|
KP Bluechip
|
Kothari Pioneer Mutual Fund
|
Nov-93
|
-12.1
|
44.95
|
13.45
|
21.65
|
226.15
|
K. N. S Subramanian
|
24
|
2
|
Avg
|
83.6
|
0.0
|
16.4
|
2%
|
None
|
|
KP Prima Fund
|
Kothari Pioneer Mutual Fund
|
Nov-93
|
-5.58
|
-23.4
|
11.66
|
21.14
|
27.25
|
K. N. S. Subramanian
|
129
|
22
|
Avg
|
90.6
|
0.0
|
9.4
|
2%
|
None
|
|
LIC Dhansamridhi
|
L.I C Mutual Fund
|
Jul-94
|
-14
|
-19.3
|
-44.7
|
3.76
|
5.99
|
V Ramanan
|
127
|
21
|
Avg
|
100.0
|
0.0
|
0.0
|
1%
|
None
|
|
LIC Dhanvikas (1)
|
L.I C Mutual Fund
|
Jan-93
|
-12.5
|
-26.3
|
-13.9
|
7.85
|
32.8
|
V Ramanan
|
123
|
20
|
Avg
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
Reliance Growth
|
Reliance Capital Mutual
Fund
|
Oct-95
|
-13.8
|
24.62
|
19.88
|
24.66
|
40
|
|
51
|
6
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
None
|
|
Reliance Vision
|
Reliance Capital Mutual
Fund
|
Sep-95
|
-7.74
|
13.99
|
13.57
|
18.84
|
48
|
|
66
|
9
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
None
|
|
Sun F&C Resurgent
India Equity Fund
|
Sun F&C Mutual Fund
|
May-00
|
0
|
na
|
-3.4
|
na
|
2
|
Gul Tekchandani
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
4%
|
None
|
|
Sun F&C Balanced Fund*
|
Sun F&C Mutual Fund
|
Dec-99
|
-11.39
|
-24.72
|
-19.90
|
8.01
|
95.07
|
Gul Tekchandani
|
#
|
#
|
#
|
67.6
|
19.4
|
13
|
1%
|
None
|
|
Sundaram Growth Fund
|
Sundaram Mutual Fund
|
Feb-97
|
-12.2
|
21.97
|
4.36
|
13.09
|
24.87
|
A. Radhakrishnan
|
59
|
7
|
High
|
89.8
|
0.0
|
10.3
|
2%
|
None
|
|
Taurus Starshare
|
Taurus Mutual Fund
|
Dec-94
|
-13.6
|
19.74
|
-2.94
|
8.68
|
92.21
|
R K Gupta
|
49
|
5
|
Avg
|
97.4
|
2.2
|
0.4
|
1.50%
|
1%
|
|
Templeton India Growth
Fund
|
Templeton Mutual Fund
|
Sep-96
|
-12.8
|
1.6
|
3.93
|
11.7
|
147.31
|
J Mark Mobius
|
93
|
13
|
High
|
90.0
|
0.0
|
10.0
|
2%
|
None
|
|
UTI UGS 10000
|
Unit Trust of India
|
May-98
|
-14.2
|
-34
|
13.1
|
10.73
|
131.62
|
na
|
133
|
1
|
High
|
100.0
|
0.0
|
0.0
|
3%
|
None
|
|
UTI Master Growth
|
Unit Trust of India
|
Feb-93
|
-18.8
|
-2.49
|
8.68
|
16.79
|
474.31
|
V Suresh
|
96
|
14
|
High
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
UTI Mastergain 92
|
Unit Trust of India
|
Apr-92
|
-12.2
|
-1.19
|
2.59
|
10.85
|
1242.87
|
Hamant Kanawala
|
101
|
15
|
High
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
UTI Masterplus Unit Scheme
91
|
Unit Trust of India
|
Dec-91
|
-13.3
|
-2.38
|
9.93
|
20.64
|
782.29
|
Hamant Kanawala
|
105
|
16
|
High
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
UTI Primary Equity Fund
|
Unit Trust of India
|
Apr-95
|
-13.1
|
9.33
|
8.4
|
15.17
|
106.76
|
Sumit Budhiraja
|
76
|
11
|
Avg
|
90.9
|
9.2
|
0.0
|
3%
|
None
|
|
Zurich India Capital Builder
|
Zurich India Mutual Fund
|
Dec-93
|
-13.5
|
18.95
|
2.48
|
11.77
|
39.53
|
E A Sundaram
|
63
|
8
|
Avg
|
97.6
|
0.0
|
2.4
|
1.50%
|
None
|
|
Zurich India Equity
|
Zurich India Mutual Fund
|
Dec-94
|
-13.4
|
40.85
|
11.63
|
18.86
|
37.89
|
Chandresh Nigam
|
30
|
3
|
Avg
|
86.6
|
0.0
|
13.4
|
1.50%
|
None
|
|
Zurich India Top 200
|
Zurich India Mutual Fund
|
Aug-96
|
-15.6
|
15.2
|
17.59
|
14.43
|
55.05
|
Bobby Surendranath
|
67
|
10
|
Avg
|
77.5
|
0.0
|
22.5
|
1.50%
|
None
|
|
Open
Ended ICE Skewed Equity Funds (ICE Sector exposure more than 60 %)$
|
||||||||||||||||
|
Alliance Equity Fund
|
Alliance Mutual Fund
|
Aug-98
|
-9.54
|
39.46
|
88.17
|
36.12
|
588.5
|
Samir Arora
|
11
|
1
|
Avg
|
92.3
|
0.0
|
7.7
|
1.75%
|
None
|
|
Birla Advantage Fund
|
Birla Mutual Fund
|
Feb-95
|
-17
|
56.31
|
32.2
|
37.69
|
655.33
|
Bharat C. Shah
|
13
|
3
|
Avg
|
84.0
|
0.0
|
16.0
|
2%
|
None
|
|
IL&FS Growth &
Value Fund
|
IL & FS Mutual Fund
|
Oct-99
|
-21.7
|
25.9
|
25.9
|
12.59
|
141.93
|
Suhas Naik
|
#
|
#
|
#
|
94.8
|
0.0
|
5.2
|
2%
|
None
|
|
ING Growth Portfolio
|
ING Mutual Fund
|
Apr-99
|
-13.4
|
27.2
|
47.68
|
17.07
|
172.21
|
K.Shanbhag
|
12
|
2
|
Low
|
88.1
|
0.0
|
12.0
|
1.50%
|
None
|
|
SBI Magnum Balanced Fund*
|
SBI Mutual Fund
|
Oct-95
|
-13.8
|
26.94
|
11.86
|
14.35
|
168
|
Sandip Sabharwal
|
40
|
4
|
Avg
|
68.2
|
20.6
|
11.2
|
1.50%
|
None
|
|
Open
Ended Index Funds
|
||||||||||||||||
|
IDBI-Principal Index Fund
|
IDBI Mutual Fund
|
Jun-99
|
-12.8
|
-10.6
|
-1.5
|
9.82
|
157.17
|
Prashant Sethi
|
89
|
1
|
Low
|
100.0
|
0.0
|
0.0
|
|
None
|
|
UTI Master Index Fund
|
Unit Trust of India
|
Jun-98
|
-14.6
|
-18
|
10.95
|
12.29
|
242.04
|
Nitin Sharma
|
98
|
2
|
Low
|
100.0
|
0.0
|
0.0
|
2.50%
|
None
|
|
Franklin India Index Fund
|
Templeton Mutual Fund
|
Jul-00
|
0
|
na
|
-4.2
|
9.58
|
20.97
|
Nilesh Shah
|
#
|
#
|
#
|
95.0
|
0.0
|
5.0
|
1.50%
|
None
|
|
UTI Nifty Fund
|
Unit Trust of India
|
Feb-00
|
-14.4
|
na
|
-23.3
|
7.67
|
114.22
|
Vinay Kulkarni
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
Open
Ended Sector Funds
|
||||||||||||||||
|
Alliance Basic Industries
|
Alliance Mutual Fund
|
Jan-00
|
-8.96
|
na
|
-17.7
|
8.23
|
34.3
|
Samir Arora
|
#
|
#
|
#
|
89.7
|
0.0
|
10.3
|
1.75%
|
None
|
|
Alliance Buy India Fund
|
Alliance Mutual Fund
|
Jan-00
|
-9.44
|
na
|
-41.5
|
5.85
|
61.3
|
Samir Arora
|
#
|
#
|
#
|
91.7
|
0.0
|
8.3
|
1.75
|
None
|
|
Alliance New Millennium
|
Alliance Mutual Fund
|
Jan-00
|
-11.6
|
na
|
-17.2
|
8.28
|
526.5
|
Samir Arora
|
#
|
#
|
#
|
92.5
|
0.0
|
7.5
|
1.75%
|
None
|
|
Birla MNC Fund
|
Birla Mutual Fund
|
Apr-94
|
-8.35
|
na
|
18.37
|
29.76
|
83.46
|
Bharat C.Shah
|
85
|
11
|
Avg
|
88.0
|
0.0
|
12.0
|
2%
|
None
|
|
Canexpo
|
Canbank Mutual Fund
|
May-94
|
-13.3
|
37.61
|
11.6
|
17.52
|
31.15
|
Umesh Kamath
|
32
|
7
|
Avg
|
90.5
|
0.0
|
9.5
|
na
|
None
|
|
Chola Freedom Technology
|
Cholamandalam Cazenove M
F.
|
Nov-97
|
-14.3
|
-2.69
|
15.81
|
14.85
|
1.22
|
Aniket Inamdar
|
71
|
9
|
High
|
84.9
|
0.0
|
15.1
|
2%
|
None
|
|
DSP ML Opportunities Fund
|
DSP Merrill Lynch Mutual
Fund
|
Apr-00
|
-15.2
|
na
|
-13.8
|
8.62
|
62.99
|
R Sreesankar
|
#
|
#
|
#
|
92.0
|
0.0
|
8.0
|
2%
|
None
|
|
DSP MLTechnology.com Fund
|
DSP Merrill Lynch Mutual
Fund
|
Apr-00
|
-18.1
|
na
|
-20.6
|
7.94
|
41.64
|
R Sreesankar
|
#
|
#
|
#
|
90.5
|
0.0
|
9.5
|
2%
|
None
|
|
IL&FS eCom Fund
|
IL & FS Mutual Fund
|
Jan-00
|
-23.9
|
na
|
-42.7
|
5.73
|
146.77
|
Suhas Naik
|
#
|
#
|
#
|
99.4
|
0.0
|
0.7
|
2%
|
None
|
|
KM K Tech Fund
|
Kotak Mahindra Mutual Fund
|
Mar-00
|
-14.9
|
na
|
-29.3
|
7.068
|
151.83
|
S N Rajan
|
#
|
#
|
#
|
93.6
|
0.0
|
6.4
|
1.75%
|
None
|
|
KM MNC Fund
|
Kotak Mahindra Mutual Fund
|
Mar-00
|
-7.1
|
na
|
-2.84
|
9.716
|
41.66
|
S N Rajan
|
#
|
#
|
#
|
84.7
|
0.0
|
15.4
|
1.75%
|
None
|
|
Kothari Pioneer Internet
Opportunity Fund
|
Kothari Pioneer Mutual Fund
|
Feb-00
|
-13.4
|
na
|
-25
|
7.5
|
443.28
|
R Sukumar
|
#
|
#
|
#
|
88.0
|
0.0
|
12.0
|
2%
|
None
|
|
KP FMCG Fund
|
Kothari Pioneer Mutual Fund
|
Mar-99
|
-4.88
|
-14.2
|
8.84
|
11.3
|
30.47
|
K. N. S. Subramanian
|
97
|
12
|
Avg
|
86.8
|
0.0
|
13.2
|
2%
|
None
|
|
KP Infotech Fund
|
Kothari Pioneer Mutual Fund
|
Aug-98
|
-11.5
|
-23
|
63.46
|
27.69
|
539.51
|
R Sukumar
|
6
|
4
|
Low
|
81.4
|
0.0
|
18.6
|
2%
|
None
|
|
KP Pharma Fund
|
Kothari Pioneer Mutual Fund
|
Mar-99
|
-5.2
|
-33.4
|
-3.47
|
9.48
|
54.89
|
R Sukumar
|
124
|
17
|
Avg
|
87.0
|
0.0
|
13.1
|
2%
|
None
|
|
Prudential ICICI FMCG
|
Prudential ICICI Mutual
Fund
|
Mar-99
|
-7.07
|
na
|
-6.7
|
9.33
|
77.51
|
Shahzad Madan
|
113
|
14
|
High
|
87.6
|
0.0
|
12.4
|
1%
|
None
|
|
Prudential ICICI Technology
Fund
|
Prudential ICICI Mutual
Fund
|
Jan-00
|
-13
|
na
|
-43.8
|
5.62
|
334.21
|
Shahzad Madan
|
#
|
#
|
#
|
91.3
|
0.0
|
9.7
|
1.75%
|
None
|
|
SBI Magnum Sector Umbrella
- Contra
|
SBI Mutual Fund
|
Jul-99
|
-4.86
|
-47.2
|
-14.2
|
8.23
|
8.62
|
Mihir Vora
|
132
|
19
|
Avg
|
80.2
|
0.0
|
19.8
|
1.50%
|
None
|
|
SBI Magnum Sector Umbrella
- FMCG
|
SBI Mutual Fund
|
Jul-99
|
-6.34
|
-31.3
|
-13.9
|
8.27
|
11.07
|
Sonia Sharma
|
130
|
18
|
Avg
|
73.1
|
0.0
|
26.9
|
1.50%
|
None
|
|
SBI Magnum Sector Umbrella
- Infotech
|
SBI Mutual Fund
|
Jul-99
|
-12.2
|
-12.8
|
66.13
|
15.03
|
153.13
|
Sachin S. Sawarikar
|
3
|
2
|
Low
|
93.0
|
0.0
|
7.0
|
1.50%
|
None
|
|
SBI Magnum Sector Umbrella
- Pharma
|
SBI Mutual Fund
|
Jul-99
|
-5.66
|
-32.7
|
-5.32
|
9.33
|
19.34
|
Mihir Vora
|
114
|
15
|
Low
|
95.3
|
0.0
|
4.7
|
1.50%
|
None
|
|
Sun F&C Emerging Technology
Fund
|
Sun F&C Mutual Fund
|
Feb-00
|
-17.1
|
na
|
-37.9
|
6.21
|
131
|
Gul Tekchandani
|
#
|
#
|
#
|
89.3
|
0.0
|
10.8
|
2%
|
None
|
|
Tata IT Sector Fund
|
Tata Mutual Fund
|
May-96
|
-21.1
|
29.43
|
9.11
|
10.8
|
46.2
|
S Sankaranarayanan
|
31
|
6
|
Avg
|
80.6
|
0.0
|
19.4
|
None
|
1%
|
|
Tata Life Sciences and
Technology Fund
|
Tata Mutual Fund
|
May-99
|
-17.1
|
-14.2
|
28.77
|
11.03
|
33.43
|
S Sankaranarayanan
|
27
|
5
|
Avg
|
92.0
|
0.0
|
8.0
|
None
|
1%
|
|
UTI Growth Sector - Brand
Value
|
Unit Trust of India
|
Jun-99
|
-14.3
|
-27.9
|
-14.1
|
8.32
|
48.45
|
Hamant Kanawala
|
106
|
13
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
2%
|
|
UTI Growth Sector - Petro
|
Unit Trust of India
|
Jun-99
|
-5.82
|
12.89
|
14.82
|
11.82
|
36.84
|
Vinay Kulkarni
|
43
|
8
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
2%
|
|
UTI Growth Sector - Pharma
& Healthcare
|
Unit Trust of India
|
Jun-99
|
-8.11
|
-28.5
|
-3.98
|
9.52
|
68.53
|
Hamant Kanawala
|
120
|
16
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
2%
|
|
UTI Growth Sector - Software
|
Unit Trust of India
|
Jun-99
|
-17.8
|
34.96
|
78.71
|
20.19
|
249.67
|
Vinay Kulkarni
|
4
|
3
|
Low
|
100.0
|
0.0
|
0.0
|
None
|
2%
|
|
UTI Growth Service Sector
|
Unit Trust of India
|
Jun-99
|
-19.8
|
155.9
|
140.4
|
26.9
|
72.98
|
na
|
1
|
1
|
Low
|
100.0
|
0.0
|
0.0
|
None
|
2%
|
|
Open
Ended Tax Planning Funds
|
||||||||||||||||
|
Alliance Capital Tax Relief
96
|
Alliance Mutual Fund
|
Mar-96
|
-7.98
|
29.76
|
65.85
|
67.23
|
19
|
Samir Arora
|
7
|
1
|
Avg
|
96.0
|
0.0
|
4.0
|
1%
|
None
|
|
Birla Equity Plan
|
Birla Mutual Fund
|
Feb-99
|
-18.8
|
19.5
|
46.21
|
18.51
|
45.92
|
Bharat C. Shah
|
39
|
7
|
Low
|
95.4
|
0.0
|
4.6
|
2%
|
None
|
|
Canpep 93
|
Canbank Mutual Fund
|
Mar-93
|
-10.3
|
27.42
|
15.14
|
20.39
|
13.09
|
G R Sabnif
|
42
|
8
|
Avg
|
95.2
|
0.0
|
4.8
|
none
|
None
|
|
Dundee Taxsaver Fund
|
Dundee Mutual Fund
|
Mar-00
|
-9.74
|
na
|
-6.26
|
9.37
|
na
|
Bhupinder Sethi
|
#
|
#
|
#
|
78.2
|
0.0
|
21.8
|
1.50%
|
None
|
|
Escorts Tax Plan
|
Escorts Mutual Fund
|
Mar-00
|
-3.45
|
na
|
-0.39
|
9.96
|
10.3
|
K. K. Mittal
|
#
|
#
|
#
|
42.0
|
0.0
|
58.0
|
None
|
None
|
|
KP Taxshield-Growth
|
Kothari Pioneer Mutual Fund
|
Apr-99
|
-8.58
|
110
|
99.92
|
27.17
|
75.06
|
Ravi Mehrotra
|
9
|
2
|
Low
|
80.6
|
0.0
|
19.4
|
1%
|
None
|
|
LIC Tax Plan
|
L.I C Mutual Fund
|
Mar-97
|
-7.15
|
-18.1
|
13.56 |
12.34
|
0.82
|
na
|
88
|
9
|
Avg
|
100.0
|
0.0
|
0.0
|
0.50%
|
None
|
|
Prudential ICICI Taxplan
|
Prudential ICICI Mutual
Fund
|
Aug-99
|
-7.42
|
-0.23
|
26.37
|
12.98
|
68.45
|
Kannan V
|
15
|
3
|
Low
|
89.1
|
0.0
|
10.9
|
1%
|
None
|
|
SBI Magnum Tax Gain Scheme
93
|
SBI Mutual Fund
|
Mar-93
|
-14.5
|
40.29
|
15.8
|
25.74
|
103.61
|
Sandip Sabharwal
|
23
|
6
|
Low
|
98.0
|
0.0
|
2.0
|
1.50%
|
None
|
|
Sundaram Taxsaver
|
Sundaram Mutual Fund
|
Nov-99
|
-13.6
|
-7.69
|
-7.6
|
9.24
|
3.41
|
A. Radhakrishnan
|
#
|
#
|
#
|
91.2
|
0.0
|
8.8
|
1%
|
None
|
|
Tata Tax Saving Fund
|
Tata Mutual Fund
|
Dec-96
|
-19.9
|
45.29
|
12.57
|
12.54
|
32.82
|
S Sankaranarayanan
|
17
|
4
|
Avg
|
94.0
|
0.0
|
6.0
|
None
|
None
|
|
UTI Tax Savings Plan
|
Unit Trust of India
|
Dec-99
|
-7.56
|
0.998
|
11.3
|
11.13
|
22.58
|
V Suresh
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
UTI ULIP 1971
|
Unit Trust of India
|
Oct-71
|
na
|
na
|
na
|
14.76
|
6060.97
|
Vinay Agarwal
|
#
|
#
|
#
|
68.2
|
31.2
|
0.6
|
2%
|
None
|
|
Zurich India Taxsaver
|
Zurich India Mutual Fund
|
Mar-96
|
-12.3
|
62.04
|
44.44
|
16.93
|
42.29
|
Chandresh Nigam
|
20
|
5
|
Avg
|
85.5
|
9.6
|
4.9
|
1.50%
|
None
|
|
* Balanced
Fund by objective but ranked among equity funds because they have very
high equity exposure
|
||||||||||||||||
|
Mutual Funds Scorecard, lists major schemes
offered by various Asset Management Companies in India. However, for
the purpose of risk rating and performance ranking, only the schemes
with life of more than one year have been considered. . # denotes funds
included in scorecard but with life of less than one year or non availability
of regular NAVs. Various options under a scheme have been ignored as
portfolios are same and compounded performance works out to be similar.
Performance ranking have been done considering growth options. NAV data
and returns are shown as on 29.09.00/ 30.09.00. Fund Size, Asset Break
Up and Entry-Exit Load are based on the latest reported figures by the
AMCs but not earlier than 30.06.2000. Classification of funds: Fund
schemes have been classified on the basis of their last disclosed portfolios
rather then going by the name or stated nature of fund; Returns : 3
months - Absolute gain/loss (%) in the scheme's NAV in last 3 months;
1 year - Percentage gain/loss in the scheme's NAV in last one year;
since inception - annualised compounded gain/loss in the scheme's NAV
in since its inception; * Balanced Funds ranked among equity due to
heavy equity exposure; ++ Face Value Rs. 100/-; + Face Value Rs. 1000/-;
$ Equity funds having more than 60 % exposure in ICE (Information, Communication
& Entertainment) stocks; $$ Equity Funds having ICE exposure between
40 % to 60 %.; $$$ Equity Funds with less than 40 % exposure in ICEstocks.
UR - Universal rank, i.e. rank within broad category of Equity, Balanced
and Debt Funds. CR - Category rank, i.e. rank within the same type of
funds on the basis of portfolio composition/ objective
|
||||||||||||||||