Annual Mutual Fund Performance Report - Theme Based Equity Funds

Annual Mutual Fund Performance Report 2nd March 2008 – Investorline

Yearly Performance (on the basis of Investment Strategy) of Mutual Funds (As on 21st Feb 2008).

To view the full past performance record – Click here

Provided by – Investorline Services

 

Theme Based Equity Funds

Funds

Fund Size (Rs Cr)  Jan  08

1 Year

 Since Inception CAGR

Theme Based Equity Funds

 

 

 

Birla India GenNext Fund

140.29

20.77

29.76

Birla India Opportunities Fund - Plan B

69.78

-3.34

10.07

Birla MNC Fund

168.08

2.49

16.74

Birla Sun Life Basic Industries Fund

166.71

44.32

35.04

Birla Sun Life Buy India Fund

60.65

8.46

14.16

Birla Sun Life Special Situation Fund

N.A

N.A

-8.52

DBS Chola Opportunities Fund

66.29

56.27

15.51

Fidelity India Special Situations Fund

1970.47

22.33

30.18

Franklin India Opportunities Fund

880.98

26.58

15.94

ICICI Prudential  Services Industries

779.13

23.19

35.61

ING Vysya Domestic Opportunities

112.29

28.97

43.84

JM Emerging Leaders Fund

692.16

48.32

19.53

JM HI FI Fund

47.93

32.50

19.25

Kotak Global India

98.49

13.17

32.29

Kotak Life Style Fund

227.29

11.23

16.84

Kotak MNC Fund

34.36

8.95

19.60

Principal Resurgent India Equity Fund

302.73

27.92

34.28

Reliance Natural Resources Fund

N.A

 

 

SBI Magnum - COMMA Fund

634.25

54.85

41.41

SBI Magnum - Emerging Business

296.78

28.21

48.84

Sundaram CAPEX Opportunities

703.00

51.71

49.49

Sundaram Rural India Fund

476.00

36.35

29.51

Tata Life Sciences & Technology

46.37

-8.21

21.46

Tata Select Equity Fund

157.69

29.87

18.59

Tata Service Industries Fund

191.08

13.33

33.87

UTI- Services Sector

406.90

19.42

30.98

Avg

 

24.90

26.17

BSE Sensex

 

24.99

19.48

CNX MIDCAP

 

38.95

46.73

S&P CNX Nifty

 

26.75

14.32


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