Long Term Compounders

Funds with a long history of outperformance & a large cap bias

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@5630098 5630098

Showing 1 - 20 of 32 results

last updated at 8:00 AM IST

	NameMFs (32)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓Sharpe RatioSharpe Ratio↓	↓Time since inceptionTime since inception↓	↓CAGR 5YCAGR 5Y↓	↓% Largecap Holding% Largecap Holding↓
1.	Tata Value Fund Tata Value Fund	Value Fund Value Fund	Growth Growth	8,492.28 8,492.28	0.12 0.12	165.00 165.00	14.12 14.12	62.80 62.80
2.	HSBC Value Fund HSBC Value Fund	Value Fund Value Fund	Growth Growth	14,987.50 14,987.50	0.22 0.22	165.00 165.00	16.55 16.55	47.65 47.65
3.	Aditya Birla SL Value Fund Aditya Birla SL Value Fund	Value Fund Value Fund	Growth Growth	6,738.62 6,738.62	0.85 0.85	165.00 165.00	15.00 15.00	52.13 52.13
4.	HDFC Value Fund HDFC Value Fund	Value Fund Value Fund	Growth Growth	7,933.62 7,933.62	0.45 0.45	165.00 165.00	14.46 14.46	60.52 60.52
5.	Aditya Birla SL PSU Equity Fund Aditya Birla SL PSU Equity Fund	Thematic Fund Thematic Fund	Growth Growth	5,986.46 5,986.46	0.75 0.75	82.00 82.00	24.00 24.00	72.34 72.34
6.	ICICI Pru Manufacturing Fund ICICI Pru Manufacturing Fund	Thematic Fund Thematic Fund	Growth Growth	7,148.17 7,148.17	0.54 0.54	96.00 96.00	19.57 19.57	56.43 56.43
7.	ICICI Pru India Opp Fund ICICI Pru India Opp Fund	Thematic Fund Thematic Fund	Growth Growth	38,298.96 38,298.96	0.02 0.02	93.00 93.00	18.84 18.84	67.41 67.41
8.	SBI PSU Fund SBI PSU Fund	Thematic Fund Thematic Fund	Growth Growth	6,678.32 6,678.32	0.55 0.55	165.00 165.00	23.91 23.91	78.02 78.02
9.	Sundaram Services Fund Sundaram Services Fund	Sectoral Fund - Service Industry Sectoral Fund - Service Industry	Growth Growth	5,137.34 5,137.34	0.26 0.26	97.00 97.00	14.16 14.16	46.43 46.43
10.	DSP India T.I.G.E.R Fund DSP India T.I.G.E.R Fund	Sectoral Fund - Infrastructure Sectoral Fund - Infrastructure	Growth Growth	6,324.81 6,324.81	0.94 0.94	165.00 165.00	22.01 22.01	49.94 49.94
11.	Nippon India Power & Infra Fund Nippon India Power & Infra Fund	Sectoral Fund - Energy & Power Sectoral Fund - Energy & Power	Growth Growth	7,947.96 7,947.96	0.62 0.62	165.00 165.00	21.33 21.33	49.19 49.19
12.	SBI Banking & Financial Services Fund SBI Banking & Financial Services Fund	Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services	Growth Growth	10,872.14 10,872.14	0.12 0.12	140.00 140.00	12.89 12.89	66.31 66.31
13.	Nippon India Banking & Financial Services Fund Nippon India Banking & Financial Services Fund	Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services	Growth Growth	7,774.49 7,774.49	0.25 0.25	165.00 165.00	13.68 13.68	57.31 57.31
14.	Aditya Birla SL Multi-Cap Fund Aditya Birla SL Multi-Cap Fund	Multi Cap Fund Multi Cap Fund	Growth Growth	7,082.40 7,082.40	0.53 0.53	65.00 65.00	13.65 13.65	40.71 40.71
15.	HSBC Large & Mid Cap Fund HSBC Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	5,424.57 5,424.57	0.64 0.64	91.00 91.00	15.18 15.18	49.76 49.76
16.	Axis Large & Mid Cap Fund Axis Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	16,718.47 16,718.47	0.38 0.38	96.00 96.00	12.90 12.90	46.19 46.19
17.	Sundaram Large and Mid Cap Fund Sundaram Large and Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	6,936.04 6,936.04	0.54 0.54	165.00 165.00	12.80 12.80	40.35 40.35
18.	SBI Large & Midcap Fund SBI Large & Midcap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	42,325.05 42,325.05	0.08 0.08	165.00 165.00	13.94 13.94	41.54 41.54
19.	UTI Large & Mid Cap Fund UTI Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	6,514.49 6,514.49	0.19 0.19	165.00 165.00	14.58 14.58	50.27 50.27
20.	HDFC Large & Mid Cap Fund HDFC Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	30,098.86 30,098.86	0.09 0.09	165.00 165.00	15.25 15.25	44.84 44.84