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MUTUAL FUND SELECTION GUIDE

Birla Sun Life Frontline Equity

#Fund Inception : Aug 30, 2002 #Fund Aum : 15,520 crore #Fund Manager : Mahesh Patil #Fund returns :5 Year:18.20 % ; 3 Year:18.59%; 1 Year: 26.44;

SBI BLUE CHIP FUND

# Fund Inception : 20/01/2006 #Fund AUM : Rs. 4796.70 Cr # Fund Manager : Sohini Andani #Fund Returns : 5 Year : 19.47% ; 3 Years : 20.84% ; 1 Year : 20.63%

FRANKLIN INDIA BLUE CHIP

# Fund Inception : 30/11/1993 #Fund AUM : Rs. 8173 Cr # Fund Manager : Anand Radhakrishnan and Roshi Jain #Fund Returns : 5 Year : 13.82 % ; 3 Years :16.33 % ; 1 Year : 21.40%

BIRLA SUNLIFE FRONTLINE EQUITY FUND

# Fund Inception : 30/08/2002 #Fund AUM : Rs 15,520 Cr # Fund Manager : Mahesh Patil #Fund Returns : 5 Year : 18.20% ; 3 Years : 18.59% ; 1 Year : 26.44%

L&T India Value Fund

# Fund Inception : 15.12.2009 #Fund AUM : Rs. 3444 Cr. # Fund Manager : Mr. Vinu Gopal, Mr. Abhijeet Dakshikar. #Fund Returns : 5 Year : 24.96% 3 Years : 32.67% 1 Year : 37.81%

Birla Sunlife Equity Fund

#Fund Inception :Aug 27, 1998 #Fund Aum: 4,214 crore #Fund Manager : Anil Shah #Fund returns : 5 Year: 21.25%; 3 Year: 24.72%; 1 Year: 36.85%;

FRANKLIN INDIA PRIMA PLUS

# Fund Inception : 28/09/1994 #Fund AUM : Rs. 10450 Cr # Fund Manager : R. Janakiraman and Anand Radhakrishnan #Fund Returns : 5 Year : 18.44% ; 3 Years : 21.71% ; 1 Year :22.29%

ICICI PRUDENTIAL VALUE DISCOVERY FUND

# Fund Inception : 23/07/2004 #Fund AUM : Rs. 17029 Cr # Fund Manager : Mrinal Singh #Fund Returns : 5 Year : 21.93% ; 3 Years : 24.21% ; 1 Year : 24.07%

RELIANCE SMALL CAP FUND

# Fund Inception : 09/09/2010 #Fund AUM : Rs. 1830.94 Cr # Fund Manager : Sunil Singhania #Fund Returns : 5 Year : 28.8% ; 3 Years : 48% ; 1 Year : 20.6%

FRANKLIN INDIA SMALLER COMPANIES

# Fund Inception : 14/12/2005 #Fund AUM : Rs. 2456.15 Cr # Fund Manager : R. Janakiraman and Hari Shyamsunder #Fund Returns : 5 Year : 30.7% ; 3 Years : 42.4% ; 1 Year : 24.5%

Canara Robeco Emerging Equities

#Fund Inception : March 11, 2005 #Fund Aum : 1643 crore #Fund Manager : Kartik Mehta & Ravi Gopalkrishnan #Fund returns: 5 Year:27.60% ; 3 Year:36.41% ; 1 Year: 41.48%;

RELIANCE MONEY MANAGER

# Fund Inception : 20/03/2007 #Fund AUM : Rs. 14172 Cr # Fund Manager : Amit Tripathi and Anju Chhajer #Fund Returns : 5 Year : 08.86% ; 3 Years :08.42 % ; 1 Year :07.87 %

ICICI PRUDENTIAL FLEXIBLE INCOME PLAN

# Fund Inception : 21/09/2002 #Fund AUM : Rs. 17775 Cr # Fund Manager : Rahul Ghoswami and Rohan Maru #Fund Returns : 5 Year :9.19% ; 3 Years :9.3 % ; 1 Year : 08.63 %

FRANKLIN INDIA BALANCED FUND

# Fund Inception : 10/12/1999 #Fund AUM : Rs. 1839 Cr # Fund Manager : Laxmikant Reddy, Sachin Desai and Umesh Sharma #Fund Returns : 5 Year : 16.03% ; 3 Years :18.62 % ; 1 Year : 18.56 %

BIRLA SUNLIFE BALANCED 95 FUND

# Fund Inception : 10/02/1995 #Fund AUM : Rs. 6621Cr # Fund Manager : Mahesh Patil and Pranay Sinha #Fund Returns : 5 Year : 17.21% ; 3 Years : 20.22% ; 1 Year : 24.65%

SBI MAGNUM BALANCED FUND

# Fund Inception : 09/10/1995 #Fund AUM : Rs. 8974 Cr # Fund Manager : R. Shrinivasan and Dinesh Ahuja #Fund Returns : 5 Year : 18.11% ; 3 Years :18.19 % ; 1 Year : 16.50 %

RELIANCE TAX SAVER FUND

# Fund Inception : 23/08/2005 #Fund Aum 7,661 crore # Fund Manager : Ashwini Kumar #Fund Returns : 5 Year : 20.59 % ; 3 Years :24.92% ; 1 Year : 31.84 %

DSP Black Rock Tax Saver Fund

# Fund Inception Jan 18, 2007 #Fund Aum 1,907 crore #Fund Manager : Rohit Singhania #Fund Returns: 5 Year: 20.91% ; 3 Year: 24.39;1 Year: 33.08%.

BIRLA SUNLIFE TAX RELIEF 96 FUND

# Fund Inception :06 /03/2008 #Fund AUM : Rs. 2870 Cr # Fund Manager : Ajay Garg #Fund Returns : 5 Year : 20.58 % ; 3 Years :23.97 % ; 1 Year : 25.64%

AXIS LONG TERM EQUITY FUND

# Fund Inception :21 /12/2009 #Fund AUM : Rs. 11491 Cr # Fund Manager : Jinesh Gopani #Fund Returns : 5 Year : 22.33% ; 3 Years :22.44 % ; 1 Year : 21.31%

FRANKLIN BUILD INDIA FUND- THEMATIC INFRASTRUCTURE

# Fund Inception :10 /08/2009 #Fund AUM : Rs. 817 Cr # Fund Manager : Anand Radhakrishnan and Roshi Jain #Fund Returns : 5 Year : 25.33% ; 3 Years :31.29 % ; 1 Year : 33.98%

UTI MNC FUND

# Fund Inception : 29/05/1998 #Fund AUM : Rs. 1931 Cr # Fund Manager : Swati Kulkarni #Fund Returns : 5 Year : 19.18% ; 3 Years : 23.93% ; 1 Year : 15.67 %

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Total No. of Trades	15
No.of Winning Trades	5
No. of Losing Trades	10

Profit from Winning Trades Rs	4118
Loss Form Losing Trades Rs	6819
Net Profit/loss	-2700.60

Avg Trade Size	80002.53
Avg Trade (days)	0
NO.Trading Days	5
Avg Trade Per Week	21

Average Profit per Trade Rs	823.62
Average Loss per Trade Rs	681.87
Average Result per Trade Rs	-180.04
Reward/ Risk Ratio	1.21

Initial Investment on	20-09-2016	100000
Value of investment as on	02-09-2017	244326
Annualised Return Till Date		170.57%

Profit from Winning Trades Rs	16380
Loss Form Losing Trades Rs	6476
Net Profit/loss	9903.9

Avg Trade Size	638219.90
Avg Trade (days)	0
NO.Trading Days	5
Avg Trade Per Week	11.20

Average Profit per Trade Rs	3275.92
Average Loss per Trade Rs	2158.56
Average Result per Trade Rs	1237.99
Reward/ Risk Ratio	1.52

Initial Investment on	19-09-2016	300000
Value of investment as on	02-09-2017	636967
Annualised Return Till Date		132.75%

Profit from Winning Trades Rs	0
Loss Form Losing Trades Rs	-3140
Net Profit/loss	-3140

Avg Trade Size	9347
Avg Trade (days)	0
NO.Trading Days	5
Avg Trade Per Week	1.4

Initial Investment on	06-10-2016	200000
Value of investment as on	03-02-2017	227654
Annualised Return Till Date		47.94%

Avg Trade Size	33309
Avg Trade (days)	33309
NO.Trading Days	5
Avg Trade Per Week	0.58

Profit from Winning Trades Rs	9432
Loss Form Losing Trades Rs	0
Net Profit/loss	9432

Avg Trade Size	330099
Avg Trade (days)	4
NO.Trading Days	5
Avg Trade Per Week	0.78

Profit from Winning Trades Rs	4503
Loss Form Losing Trades Rs	0
Net Profit/loss	4503

Avg Trade Size	743771.80
Avg Trade (days)	0
NO.Trading Days	5
Avg Trade Per Week	1.40

Average Profit per Trade Rs	4503.18
Average Loss per Trade Rs	0
Average Result per Trade Rs	4503.18
Reward/ Risk Ratio	0

Initial Investment on	17-10-2016	300000
Value of investment as on	19-08-2017	400243
Annualised Return Till Date		40.41%

Profit from Winning Trades Rs	0
Loss Form Losing Trades Rs	4117
Net Profit/loss	-4117

Avg Trade Size	694811.49
Avg Trade (days)	0
NO.Trading Days	5
Avg Trade Per Week	1.4

Average Profit per Trade Rs	0
Average Loss per Trade Rs	4116.91
Average Result per Trade Rs	-4116.91
Reward/ Risk Ratio	0

Initial Investment on	13-10-2016	300000
Value of investment as on	29-04-2017	343772.09
Annualised Return Till Date		34.49%