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Analysis & Commentary
Consistent to the Core |
Tata Pure Equity Fund has invested around 91 per cent of its assets in large-cap stocks, enabling it to deliver consistent returns...
Seasoned Player |
SBI Magnum Equity Fund's focus on consistency has enabled it to give a return of 19.4 per cent in the past ten years...
Learn What a Fund is Made of
Make informed investment decisions using the Value Research Fund Card by clicking on the 'Download Reports' link on every fund's snapshot page on our website...
Truly Large-cap |
Principal Large Cap is a truly large-cap fund that has trailed its benchmark only twice in its history of nine years...
Impressive Performance |
Betting big on mid-caps, JP Morgan India Equity Fund has increased its allocation to them...
Solid Performance |
ICICI Prudential Focused Bluechip Equity Fund has generated an annualised five-year return of 18.2 per cent...
Large-cap Funds are Funds for All Seasons
Large-cap schemes have cemented their reputation as bankable players in different market conditions...
Use the Stock Selector to Compare Stocks Intelligently
The Value Research Stock Selector enables investors to objectively compare a selection of stocks in great detail...
Conundrum of GDP Numbers
India's new GDP numbers have puzzled many. What lies behind the scenes and has the outlook actually improved?...
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Top Rated Funds
Show Direct Plans
Fund Name Rating 1 Year
Return (%)
3 Year
Return (%)
5 Year
Return (%)
Risk Grade Return Grade
Equity: Large & Mid Cap
Birla Sun Life Frontline Equity Fund 33.16 24.31 13.83 Avg. Above Avg.
Birla Sun Life Long Term Advantage Fund 37.03 24.55 13.11 Avg. Above Avg.
Birla Sun Life Top 100 Fund 34.18 24.12 14.86 Avg. Above Avg.
BNP Paribas Equity Fund 44.27 24.89 15.65 Below Avg. High
Franklin India Flexi Cap Fund 42.53 25.75 14.95 Avg. High
Franklin India Prima Plus Fund 44.83 25.44 15.72 Below Avg. High
ICICI Prudential Dynamic Fund - Institutional I Plan 26.87 22.73 14.81 Below Avg. Avg.
ICICI Prudential Indo Asia Equity Fund - Institutional Plan 43.54 25.22 16.43 Low Above Avg.
ICICI Prudential Indo Asia Equity Fund - Regular Plan 43.57 25.20 16.42 Low Above Avg.
Kotak Select Focus Fund Regular Plan 44.16 26.08 15.30 Avg. High
Mirae Asset India Opportunities Fund - Regular Plan | Invest Online 37.97 25.17 15.67 Below Avg. High
Reliance Top 200 Fund - Retail Plan 40.80 23.61 14.53 Avg. Above Avg.
Reliance Top 200 Inst 41.10 23.86 14.75 Avg. Above Avg.
Religare Invesco Dynamic Equity Fund 27.37 21.68 12.07 Low Below Avg.
Religare Invesco Growth Fund 38.59 23.54 14.19 Below Avg. Above Avg.
SBI Bluechip Fund 40.26 25.93 13.78 Below Avg. Above Avg.
SBI Magnum Multiplier Plus Scheme 40.14 24.80 13.67 Avg. Above Avg.
Taurus Ethical Fund 36.57 22.40 12.12 Low Avg.
Equity: Multi Cap
Birla Sun Life Advantage Fund 41.93 25.32 12.08 Avg. Above Avg.
BNP Paribas Dividend Yield Fund 45.21 24.55 15.73 Low High
Franklin India High Growth Companies Fund 62.28 33.96 18.20 Below Avg. High
L&T India Special Situations Fund | Invest Online 36.71 23.78 14.59 Below Avg. Above Avg.
L&T India Value Fund | Invest Online 58.41 30.09 16.36 Below Avg. High
Mirae Asset India-China Consumption Fund - Regular Plan | Invest Online 40.02 24.73 - Low Above Avg.
Sahara Wealth Plus Fund - Fixed Pricing Option 31.86 21.98 13.87 Below Avg. Above Avg.
Sahara Wealth Plus Fund - Variable Pricing Option 33.24 23.18 14.93 Below Avg. Above Avg.
Tata Dividend Yield Fund - Plan A 34.06 19.20 13.90 Below Avg. Avg.
Tata Ethical Fund - Plan A 36.57 25.80 14.80 Low Above Avg.
Equity: Tax Planning
Axis Long Term Equity Fund | Invest Online 52.19 32.44 21.70 Low High
Birla Sun Life Tax Plan 49.27 26.81 14.81 Avg. Above Avg.
BNP Paribas Long Term Equity Fund 46.64 26.30 16.47 Low High
DSP BlackRock Tax Saver Fund 38.85 24.69 13.46 Below Avg. Above Avg.
Edelweiss ELSS Fund 36.33 21.93 13.78 Below Avg. Avg.
Franklin India Taxshield Fund 44.31 24.90 16.37 Below Avg. Above Avg.
ICICI Prudential R.I.G.H.T. Fund 48.20 30.81 21.63 Low High
ICICI Prudential Tax Plan - Regular Plan 35.69 25.42 14.92 Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Regular Plan 44.84 27.73 15.35 Below Avg. High
IDFC Tax Saver Fund - Regular Plan 30.68 22.24 12.19 Below Avg. Avg.
Reliance Tax Saver Fund 58.88 28.85 18.94 High High
Religare Invesco Tax Plan 45.56 25.88 16.07 Below Avg. Above Avg.
SBI Tax Advantage Fund - Series I 47.96 26.16 12.55 Avg. Above Avg.
SBI Tax Advantage Fund - Series II 47.21 30.15 - Avg. Above Avg.
Tata Tax Advantage Fund - 1 37.71 21.33 13.80 Below Avg. Above Avg.
Tata Tax Saving Fund 40.49 23.25 14.02 Low Above Avg.
Hybrid: Equity-oriented
Canara Robeco Balance Fund - Regular Plan | Invest Online 36.56 19.94 13.64 Below Avg. Avg.
Franklin India Balanced Fund 38.70 21.91 13.91 Below Avg. Avg.
HDFC Balanced Fund 36.04 21.72 16.74 Below Avg. Above Avg.
HDFC Childrens Gift Fund - Investment Plan 29.05 21.12 17.90 Below Avg. High
ICICI Prudential Balanced Advantage Fund - Regular Plan 23.07 19.19 14.41 Low Avg.
ICICI Prudential Balanced Fund - Regular Plan 32.70 22.43 16.38 Below Avg. Above Avg.
L&T India Prudence Fund | Invest Online 39.20 23.51 - Low High
SBI Magnum Balanced Fund 37.19 25.14 13.45 Avg. Above Avg.
Tata Balanced Fund - Plan A 43.59 24.35 16.02 Below Avg. High
Tata Retirement Savings Fund - Moderate Plan - Plan A 49.85 23.69 - Avg. Above Avg.
Rating as on March 31, 2015