Fund Snapshot
Balanced funds have received massive inflows this year. Their annualized returns over long term (five years) are close to that of large-cap funds.
- Returns are as on 15th September'17
- Equity funds are ranked on the basis of 5-year performance
- Fixed Income funds are ranked on the basis of 3-year performance
- AUM filter of minimum Rs.500Cr is applied on all the categories
- All portfolio related data is as of August'17 end; unless specified
- Returns of time-period of more than one year are annualized
- *As of March'17
- #As of July'17
- Source: Morningstar
