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

Buy Mutual Fund Offline - Invest with Investorline

Invest with Investorline Investorline Investment Center To Invest Online Click here Important As per the new SEBI guidelines, all new purchases of mutual funds have to be supported by a copy of your PAN Card. If you have not submitted a copy of your PAN Card to Investorline , please do so now. We will not be able to process your purchase request without the same. Click here to know more. Seek advice from the experts Call us on 09213326572 , or email us at indiainsured@aol.com for assistance from our AMFI certified Relationship Managers. They will gladly assist you with all your investment requirements. Invest in 3 easy steps- Download the Common Application From of the fund house you are interested in and fill in your details against the specific fund you are interested in. If you are interested in making investments though SIP, please also download and fill the relevant SIP form. Attach a cheque of the amount you wish
Read more

Strong rally at Wall Street

29 Jan 2009 | 10:04 Strong rally at Wall Street Stocks at Wall Street managed a strong end with good gains on Wednesday, 28 January, 2009. Financials led the way today as Wells Fargo decided that it will keep its dividend intact and will not ask for additional TRP funds. Stocks also rose today after Federal Reserve's latest policy statement. The Dow Jones Industrial Average ended higher by 200 points at 8,375, the Nasdaq closed higher by 53 points at 1,558 and the S&P 500 closed higher by 28 points at 874. Citigroup, Wells Fargo and Bank Of America were the main Dow winners today. In the earning arena today, Boeing and AT&T reported unimpressive quarterly results. WellPoint's latest earnings were in-line with expectations. Yahoo! and ConocoPhillips both topped earnings estimates. Today, The Federal Open Market Committee kept its interest rate target in a range of zero to 0.25%, as expected. It
Read more

Asian Market Support Stimulus With Surge

03 Feb 2009 | 16:28 Asian Market Support Stimulus With Surge Stock markets in Asian region closed mostly higher on Tuesday 3 February 2009, despiteof lackluster performance on Wall Street overnight and stimulus measures in Japan andAustralia to stabilize markets and support their economies. The Bank of Japan announced tobuy about 1 trillion yen ($11.2 billion) in corporate shares held by banks, while theReserve Bank of Australia announced a $ 26 billion fresh spending to help the country'sresources-based economy accompanied by 100 basis point rate cut from Reserve Bank ofAustralia taking the interest rate to 3.25%. Stocks at Wall Street ended on a mixed note trimming some of its early losses after datashowed a smaller-than-expected contraction in the manufacturing sector. The Dow JonesIndustrial Average finished down 64.11 points, or 0.8%, to 7,936.75. The S&P 500gained half of a point to stand at 825.43,
Read more