Annual Mutual Fund Performance Report - Value Style 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).
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Provided by – Investorline Services
Value Style Equity Funds
| Funds | Fund Size (Rs Cr) Jan 08 | 1 Year | Since Inception CAGR |
| Value Style Equity Funds |
|
|
|
| ABN AMRO Dividend Yield Fund | 13.23 | 22.91 | 12.31 |
| Birla Dividend Yield Plus | 289.77 | 22.71 | 38.81 |
| DBS Chola Contra Fund | 25.40 | 9.31 | 12.18 |
| HDFC Capital Builder Fund | 750.63 | 37.52 | 17.17 |
| ING Vysya A.T.M Fund | 12.78 | 23.81 | 17.62 |
| ING Vysya Dividend Yield Fund | 28.89 | 31.52 | 19.80 |
| JM Contra Fund | 887.10 | N.A | 36.87 |
| Kotak Contra | 120.29 | 24.23 | 24.94 |
| Lotus India Contra Fund | 66.98 | N.A | 19.57 |
| Principal Dividend Yield Fund | 127.19 | 27.13 | 22.26 |
| SBI Magnum Sector Umbrella - Contra | 2453.58 | 33.39 | 50.29 |
| Tata Contra Fund | 143.28 | 27.85 | 18.79 |
| Tata Dividend Yield Fund | 138.13 | 36.31 | 30.67 |
| Tata Equity PE Fund | 142.71 | 44.97 | 43.08 |
| Templeton India Growth Fund | 335.01 | 36.49 | 39.92 |
| UTI Contra Fund | 274.34 | 19.69 | 6.18 |
| Avg |
| 28.47 | 26.03 |
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