Mutual Funds Performance Report - Theme Based Equity Funds

 Theme Based Equity Funds

See Detailed Report Here

Invest in Mutual Fund – Transact Online          

Invest in Mutual Fund - Offline

 

Returns as on 3-11-2008

Theme Based Equity Funds (Growth Option)

Fund Speciality

1 Year

2 Year

3 Year

Since Inception

Birla India GenNext Fund

Emerg.Leaders

22.24

16.74

N.A

26.14

Birla India Opportunities Fund - Plan B

Glob.Comp.Co.

-3.71

4.16

18.90

8.95

Birla MNC Fund

MNC Stocks

8.06

2.55

21.05

16.07

Birla Sun Life Basic Industries Fund

Economy Related

44.39

19.87

32.04

33.20

Birla Sun Life Buy India Fund

Consumer Related

13.14

8.91

28.03

13.42

Birla Sun Life Special Situation Fund

Under valued Fund

N.A

N.A

N.A

-78.37

DBS Chola Opportunities Fund

Glob.Comp.Co.

55.93

35.64

36.23

14.18

Fidelity India Special Situations Fund

Under valued Fund

23.38

N.A

N.A

22.37

Franklin India Opportunities Fund

Glob.Comp.Co.

29.23

23.16

37.40

14.68

ICICI Prudential  Services Industries

Service Ind. Stocks

22.90

26.60

N.A

29.64

ING Vysya Domestic Opportunities

Domestic Cos

33.21

22.35

33.82

40.37

JM Emerging Leaders Fund

Midcap Fund

48.33

8.40

N.A

13.46

JM HI FI Fund

Infra & financial serv.

33.58

N.A

N.A

10.11

Kotak Global India

MNC Stocks

13.86

10.38

25.86

29.65

Kotak Life Style Fund

Life Style Based

8.60

N.A

N.A

10.23

Kotak MNC Fund

MNC Stocks

12.40

1.27

19.72

18.57

Principal Resurgent India Equity Fund

Turnaround cos

26.63

19.22

28.23

32.54

Reliance Natural Resources Fund

Natural Resources

N.A

N.A

N.A

-22.44

SBI Magnum - COMMA Fund

Commodity Stocks

64.39

31.23

N.A

37.88

SBI Magnum - Emerging Business

Emerg.Leaders

31.28

14.86

34.10

44.32

Sundaram CAPEX Opportunities

Rising Capex Cos

56.38

28.18

N.A

43.24

Sundaram Rural India Fund

Focus on Rural Sec.

41.14

N.A

N.A

23.44

Tata Life Sciences & Technology

Pharma & IT

-6.54

5.09

21.36

20.50

Tata Select Equity Fund

Select Sector

37.15

20.10

36.16

17.89

Tata Service Industries Fund

Service Ind. Stocks

12.27

13.74

N.A

28.77

UTI- Services Sector

Service Ind. Stocks

16.85

16.65

N.A

24.63

Average / No of Funds

 

26.88

16.45

28.68

18.21

Maximum

 

64.39

35.64

37.40

44.32

Minimum

 

-6.54

1.27

18.90

-78.37

Median

 

25.01

16.69

28.23

21.44

Indices Performance

BSE 100

 

33.09

23.42

32.51

11.34

BSE 200

 

32.93

22.50

30.04

17.85

BSE 500

 

33.51

22.67

30.67

22.94

BSE Sensex

 

25.03

22.31

32.96

19.04

CNX MIDCAP

 

45.01

21.20

29.82

44.63

S&P CNX Nifty

 

30.38

23.55

31.18

13.65

 

Comments

Post a Comment

Popular posts from this blog

Modest gains at Wall Street

28 Jan 2009 | 09:31 Modest gains at Wall Street stocks at Wall Street managed a steady end with some modest gains on Tuesday, 27 January, 2009. Though stocks dealt with a couple of worse thane expected earning reports since morning, the indices have managed to stay in the green for the entire session. Crude prices dropped drastically today. After being up by more than 80 points earlier during the day, The Dow Jones Industrial Average ended higher by 58 points at 8,174, the Nasdaq closed higher by 15 points at 1,504 and the S&P 500 closed higher by 9 points at 845. While the financial and technology sectors led today, consumer discretionary and telecom sectors were the laggards for the day. In the earning arena today, Dow component Verizon met expectations. Market is looking forward to AT&T's quarterly report tomorrow. American Express reported better than feared earnings and the company reported th
Read more

Contact Us

You may direct all your Mutual Funds & Insurance related to queries and filled Application Forms (download Mutual Fund Scheme Application Forms & CAF) and with supporting documents at Rajesh Kumar Mutual Fund Advisor Investorline Services D-16/261, Sector-7, Rohini, New Delhi-110085 Phone- 9213326572 Email- indiainsured@aol.com Supporting Documents required along with Mutual Fund application Form- Cheque ( amount you wish to invest) / Demand Draft in the name of Mutual Fund Scheme (as mentioned in the Application Form) Self Attested copy of PAN Card Address Proof (Latest Telephone bill, Latest Electricity bill, Passport, Driving License, Latest Bank Passbook, Latest Bank Account Statement, Latest Demat, Account Statement, Voter Identity Card, Ration Card, Registered Lease/ Sale Agreement of Residence at) Identity Proof: PAN Card (Mandatory Requirement), Passport, Voter's Card, Driving License, UIN Card, Photo Ration Card, Photo Debit Card (Issued by Bank) KYC Verifica
Read more

Budget 2008- What you can Expect

Budget 2008 – Expectations   --Life may be less taxing after Budget – --FM may hike STT, says NSDL's Tilak --Brokerage expectations from 2008/09 budget --BPO industry seeks separate identity --Drug cos seek cure for R&D in the forthcoming budget --Animation & gaming companies want STPI-like tax break for exports --Textile machinery sector needs a booster dose --Dismantle tax on house construction: Urban Housing Ministry --Consumer durable makers for lower indirect taxes --Plantation cos look for rejuvenation package --Budget 2008: Govt should allow 100% FDI in retail --Lotus Mutual CEO expects, at best, mildly positive Budget --Excise, interest rate cuts to improve manufacturing: FICCI --Brainstorming with ET: Great minds on Budget     Life may be less taxing after Budget – NEW DELHI: Finance Minister P Chidambaram might spread cheer all around with Budget 2008-09, the last full-fledged Budget of the UPA government. A hike in the inco
Read more