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| Recommended schemes for the Apr-Jun'09 quarter |
| Amidst of volatile but gradual correction in equity market in recent time, people's confidence is coming back. - Equity market has surged up by 22% over past two weeks, which includes an inflow from the FIIs.
- Bond market seen lower ahead of borrowing program of government and continuous pressure of depreciating rupee.
- Better information and less volatility make Large caps a good option in hovering market situation.
- Lowering of key rates and expectations of fall in gold prices has made these funds a good bet.
- Because of the continuous pressure from the Central Bank, we may see some more interest rates cut in near future.
As on 10 April'09 | Scheme Name | Entry Load | Exit Load | Corpus | Base NAV | 1 Month | 3 Months | 6 Months | 1 Year | 5 Years | | BSL Frontline Equity Fund (G) | 2.25% | 1.00% w/n 12 months | 394.35 | 45.15 | 23.90 | 9.85 | -2.74 | -26.38 | 17.12 | | BSL Dividend Yield Plus (G) | 2.25% | 1.00% w/n 12 months | 176.60 | 37.92 | 15.57 | 4.55 | -0.39 | -19.16 | 10.47 | | HDFC Equity Fund - (G) | 2.25% | 1.00% w/n 1 year | 2472.37 | 118.61 | 30.02 | 9.35 | -7.12 | -29.19 | 16.94 | | HDFC Top 200 Fund (G) | 2.25% | 1.00% w/n 1 year | 2086.26 | 100.65 | 28.26 | 10.88 | -4.78 | -24.62 | 19.06 | | ICICI Pru Dynamic Plan | 2.25% | 1.00%,< 6 months,0.50%,>6months & <12 months | 1046.08 | 53.58 | 21.00 | 6.81 | -4.32 | -27.00 | 21.91 | | ICICI Pru Focused Equity Fund (G) | 2.25% | 1.00%,< 6 months,0.50%,>6months & <12 months | 481.50 | 8.15 | 26.16 | 14.79 | 1.88 | N.A | N.A | | DSP BR Top 100 Equity Fund (G) | 2.25% | 1.00% w/n 179 days,0.50% b/w 180-364 days | 1089.81 | 55.97 | 19.17 | 10.15 | -3.27 | -21.65 | 19.16 | | DSP BR World Gold Fund (G) | 2.25% | 1.00%,< 6 months,0.50%,>6months & <12 months | 1795.87 | 11.38 | 3.40 | 10.38 | 18.53 | N.A | N.A | | Franklin India Bluechip Fund - (G) | 2.25% | 1.00%,< 6 months,0.50%,>6months & <12 months | 1484.98 | 110.40 | 25.93 | 10.99 | -4.32 | -24.81 | 14.68 | | Franklin India Prima Plus - (G) | 2.25% | 1.00%,< 6 months,0.50%,>6months & <12 months | 1057.05 | 117.45 | 24.16 | 8.43 | -6.86 | -26.38 | 17.75 | | IDFC Classic Equity Fund-Plan A(G) | 2.25% | 1.00% w/n 1 year | 209.67 | 12.33 | 20.44 | 4.54 | -7.65 | N.A | N.A | | IDFC Premier Equity Fund-Plan A(G) | 2.25% | 1.00% w/n 1 year | 521.67 | 13.93 | 23.96 | 9.86 | -4.84 | N.A | N.A | | Reliance Div. Power Sector (G) | 2.25%,<2 crs & 1.25%,>2 cr & <5cr | 1.00% w/n 1 year | 3440.35 | 44.70 | 24.34 | 12.50 | -2.30 | -28.20 | N.A | | Reliance Vision Fund - (G) | 2.25%,<2 crs & 1.25%,>2 cr & <5cr | 1.00% w/n 1 year | 2399.02 | 146.54 | 25.61 | 7.66 | -3.47 | -28.71 | 17.53 | | Magnum Equity Fund (G) | 2.25% | 1.00%,< 6 months,0.50%,>6months & <12 months | 217.17 | 22.36 | 27.70 | 10.80 | -4.73 | -31.62 | N.A | | Magnum SFU - Contra Fund (G) | 2.25% | 1.00%,< 6 months,0.50%,>6months & <12 months | 1767.41 | 32.48 | 26.68 | 12.08 | -1.46 | -29.07 | N.A | | Tata Pure Equity Fund - (G) | 2.25% | 1.00% w/n 6 months | 252.98 | 52.11 | 18.81 | 5.57 | -3.40 | -28.36 | 16.61 | | Tata Equity Opp. Fund - (App) | 2.25% | 1.00% w/n 6 months | 270.01 | 40.95 | 20.57 | 5.90 | -14.93 | -42.47 | 13.03 | | UTI-Index Select Equity Fund (G) | 2.25% | 1.00%,<= 180 days | 176.91 | 29.26 | 23.46 | 13.32 | -1.98 | -24.20 | N.A | | UTI-Wealth Builder Fund - Sr.II (G) | 2.25% | 1.00% w/n 1 year | 190.04 | 11.52 | 16.13 | 13.83< | |
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