JAMA

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Unique model designed for trust. Managed by RIAs, IIM/IIT alumni


Jama Advisory & Research on Stocks(J.A.R.S)

Model Portfolio

29.53%*
CAGR
FY2010-2019

Contact Wealth Manager

Funds To Build Wealth

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

14.69%

Returns 5Y

10.02%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

15.72%

Returns 5Y

14.99%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

11.79%

Returns 5Y

10.69%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Canara Robeco Emerging Equities


Equity-Large-And-Midcap

Returns 3Y

14.91%

Returns 5Y

12.9%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : EXIT LOAD 1% - if redeemed/switched out within 1 year from the date of allotment; Nil - if redeemed/switched out after 1 year from the date of allotment

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

15.41%

Returns 5Y

12.39%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

JM Multicap Fund


Equity-Multi-Cap

Returns 3Y

15.23%

Returns 5Y

12.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl refer offer document

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

9.75%

Returns 5Y

11.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

L&T Midcap Fund


Equity-Midcap

Returns 3Y

10.57%

Returns 5Y

11.4%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

17.87%

Returns 5Y

16.91%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Large-Cap

Returns 3Y

16.26%

Returns 5Y

12.92%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

12.02%

Returns 5Y

11.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Funds To Save Tax

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

13.6%

Returns 5Y

11.58%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Invesco India Tax Plan


Equity-Elss

Returns 3Y

14.81%

Returns 5Y

11.78%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

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