Financial planning

Potential Outperforming
Funds
FI Bluechip (Large cap) FOR PRIVATE CIRCULATION

Fund Manager: - Anand Radhakrishnan

FI Bluechip Fund has been in existence for well over a decade and has an impressive track record to show
for. It has been exposed to well-defined fund management processes, which have held it in good stead over
the years. Powered by its unique investment proposition and impressive track record over market cycles,
the fund merits inclusion in every risk-taking investor’s portfolio.

Hdfc Equity (Large cap)

Fund Manager: - Prashant Jain
HDFC Equity Fund is an open-ended diversified equity fund with a bias for stocks from the large cap
segment. The fund has been in existence for over a decade and has an impressive track record across
Asset management

parameters to show for. Powered by the same, HDFC Equity Fund merits inclusion in every risk-taking
investor’s portfolio.

Hdfc Top 200 (Large cap)

Fund Manager: - Prashant Jain
HDFC Top 200 Fund is one of the rare and successful practitioners of the index-plus style of investing. For
the fund, this involves predominantly aligning its investments in line with the benchmark index. It invests
around 60% of its assets in line with the BSE 200; the balance (40%) it can invest in stocks from the BSE
200 but in varying proportions. Continuity in the fund management team over the years has been the other
key factor.

Hsbc Equity (Large cap)

Fund Manager: - Mihir Vohra
HSBC Equity Fund’s penchant for investing predominantly in stocks from the large cap segment can instill a
degree of stability in the fund’s performance. This is in line with how large cap stocks typically perform over
longer time horizons. On the flipside, the fund is likely to miss out on opportunities outside the large cap
segment, like in mid/small caps. Notwithstanding the minor allocations made to stocks from the mid cap
segment, HSBC Equity Fund’s performance will trail that of its peers with a more “flexible” investment style,
in the event of large cap stocks experiencing a rough patch or mid cap stocks hitting a “purple” patch. The
fund’s propensity for taking sectoral bets holds the potential to expose it to above-average volatility during a
downturn in equity markets.
Research

Sundaram Select Focus (Large cap)

Fund Manager: - Srividhya Rajesh
SSF’s investment style makes it a high risk-high return investment proposition. At any time, it targets 3
themes and makes aggressive investments therein. Furthermore, it predominantly invests in large cap
stocks. Finally, SSF is also mandated to invest in a limited number (not over 30) of stocks. The fund’s
mandate to hold up to 25% of its assets in cash/current assets permits it to take active cash calls. The same
could aid the fund’s performance, when there is a downturn in equity markets or the large cap segment.

Private Circulation Only 1 potential outperforming Funds

Financial planning

Potential Outperforming
Funds
Kotak30 (Large cap)
Fund Manager:- Krishna Sanghvi
Given the fund’s investment proposition of investing predominantly in large cap stocks, its fortunes will be
inextricably linked to that of the large cap segment. The fund can be expected to perform well when large
cap stocks hit a purple patch and is considered a steady bet. The fund essentially has a growth focus with a
strong large-cap bias. The mid- and small-cap exposure varies from negligible to none. K30’s investment
objective mentions, “to generate capital appreciation from a portfolio of predominantly equity related
securities of around 30 companies, which may go up to 39 companies”. Since inception in December 1998,
it has grown by 27.3% CAGR.

Reliance Regular Savings( Opportunities)

Asset management

Fund Manager: - Arpit Malaviya & Om Prakash Kuckien

The fund works as a perfect opportunities fund with no sentiment of allocation any particular sector or
industry. The fund was the best performing fund over 3 months, 6 months and 1 year before the markets
corrected. The scheme aims to generate consistent returns by actively investing in equity or equity related
securities. It will invest at least 80 per cent of its assets in equity and equity related securities.Upto 20 per
cent of its assets will be invested in debt and money market instruments with an average maturity of 5 to10
years. Being a high risk fund, this allocation tries to restrict the downside of the fund’s performance.

Birla Midcap (Midcap)

Fund Manager: - A Balasubramanian & Sanjay Chawla
Birla Midcap Fund ranks among the older mid cap funds and has clocked a reasonable performance over
the years. Birla Mid Cap Fund’s fortunes will be tightly linked to the mid cap segment. So all the traits of mid
cap stocks (sharp ups and downs based on the stock market performance) will reflect in the fund’s
performance. The flexibility to invest smaller amounts in large caps and moving occasionally into cash are
measures that should stand the fund in good stead to counter volatility in the mid cap segment.

Performance Table
6 MONTH 1YR 3YR 5YR EXPENSE
FUND NAME RETURN RETURN RETURN RETURN RATIO
FI BLUECHIP -11.30 -12.90 17.02 30.84 1.87
Research

HDFC EQUITY -8.86 -10.28 19.21 33.69 1.8

HDFC TOP 200 -6.76 -4.25 22.00 34.32 1.87
HSBC EQUITY -13.32 -5.02 17.63 35.88 1.99
SUNDARAM SELECT FOCUS -12.64 -3.61 23.82 32.75 2.26
KOTAK 30 -12.91 -5.44 20.13 35.35 2.21
RELIANCE REGULAR SAVINGS -15.40 3.06 23.50 N.A 2.27
BIRLA MID CAP -16.78 -19.24 15.44 33.85 2.18

Private Circulation Only 2 potential outperforming Funds