FRESH PURCHASE/SWITCH IN FUNDS

(AMC wise)

Axis Baroda BNP

Category Scheme Rating Category Scheme Rating
Value Axis Value Fund Regular Growth 5.0 Large & Mid Baroda BNP Paribas Large and Mid Cap Fund Regular Growth 5.0
Multi Cap Axis Multicap Fund Regular Growth 5.0 BAF Baroda BNP Paribas Balanced Advantage Fund Regular Growth 4.9
Large & Mid Axis Growth Opportunities Fund Regular Growth 4.4 Aggressive Hybrid Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth4.7
Flexicap Axis Flexi Cap Fund Regular Growth 4.3 Multi Asset Baroda BNP Paribas Multi Asset Fund Regular Growth 3.9
Smallcap Axis Small Cap Fund Regular Growth 4.3 Largecap Baroda BNP Paribas Large Cap Fund Regular Plan Growth 3.8
BAF Axis Balanced Advantage Fund Regular Growth 4.2

Bandhan Aditya Birla

Category Scheme Rating Category Scheme Rating
Large & Mid Bandhan Core Equity Fund - Growth 4.4 Conservative Hybrid Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth 4.1
Smallcap Bandhan Small Cap Fund Regular Growth 3.2 BAF Aditya Birla Sun Life Balanced Advantage Fund Growth 3.3

Canara Robeco DSP

Category Scheme Rating Category Scheme Rating
Smallcap Canara Robeco Small Cap Fund Regular Growth 4.1 Large & Mid DSP Equity Opportunities Fund Growth 4.1
Large & Mid Canara Robeco Emerging Equities Growth 4.0 ELSS DSP ELSS Tax Saver Fund Regular Plan Growth 4.0
Largecap Canara Robeco Bluechip Equity Fund Regular Plan Growth 3.7 Flexicap DSP Flexi Cap Fund Growth 3.0
ELSS Canara Robeco ELSS Tax Saver Growth 3.4

Edelweiss HDFC
Category Scheme Rating Category Scheme Rating
Midcap Edelweiss Mid Cap Fund Growth 4.6 Midcap HDFC Mid-Cap Opportunities Fund Growth 4.4
Focused Edelweiss Focused Fund Regular Growth 4.5 Conservative Hybrid HDFC Hybrid Debt Fund Growth 4.2
Largecap Edelweiss Large Cap Fund Growth 4.2 Focused HDFC Focused 30 Fund Growth 4.2
Flexicap Edelweiss Flexi Cap Fund Regular Growth 4.1 ELSS HDFC ELSS TaxSaver Growth 4.0
Aggressive Hybrid Edelweiss Aggressive Hybrid A Growth 4.1 Flexicap HDFC Flexi Cap Fund Growth 4.0
 FRESH PURCHASE/SWITCH IN FUNDS
(AMC wise)

HSBC ICICI Prudential

Category Scheme Rating Category Scheme Rating
Value HSBC Value Growth 4.7 Focused ICICI Prudential Focused Equity Fund Growth 4.6
Smallcap HSBC Small Cap Fund Fund Regular Growth 4.6 BAF ICICI Prudential Balanced Advantage Fund Growth 4.2
Midcap HSBC Midcap Fund Growth 4.5 Conservative Hybrid ICICI Prudential Regular Savings Fund Growth 4.1
Focused HSBC Focused Fund Regular Growth 4.3 Aggressive Hybrid ICICI Prudential Equity & Debt Fund Growth 4.0
Largecap ICICI Prudential Bluechip Fund Growth 4.0

Invesco JM
Category Scheme Rating Category Scheme Rating
Focused Invesco India Focused Fund Regular Growth 4.3 Focused JM Focused Fund - Growth Option 4.4
Flexicap Invesco India Flexi Cap Fund Regular Growth 4.1 Flexicap JM Flexicap Fund Growth 4.1
Largecap Invesco India largecap Fund Growth 4.1 ELSS JM Tax Gain Fund - Growth 4.0
Smallcap Invesco India Smallcap Fund Regular Growth 4.1 Midcap JM Midcap Fund Regular Growth 3.8

Kotak Mahindra
Category Scheme Rating Category Scheme Rating
Equity Savings Kotak Equity Savings Fund Regular Growth 5.0 Aggressive Hybrid Mahindra Manulife Aggressive Hybrid Fund Regular Growth 4.2
Multi Cap Kotak Multicap Fund Regular Growth 5.0 Focused Mahindra Manulife Focused Fund Regular Growth 4.2
Smallcap Kotak Small Cap Growth 4.3 Midcap Mahindra Manulife Mid Cap Fund Regular Growth 4.1
ELSS Kotak ELSS Tax Saver-Scheme- Growth 4.3 Equity Savings Mahindra Manulife Equity Savings Fund Regular Growth 4.0
Conservative Hybrid Kotak Debt Hybrid Growth 4.1 BAF Mahindra Manulife Balanced Advantage Fund Regular Growth3.9
Midcap Kotak Emerging Equity Scheme Growth 4.0 Large & Mid Mahindra Manulife Large & Mid Cap Fund Regular Growth 3.7
Largecap Kotak Bluechip Growth 4.0

Mirae Motilal Oswal

Category Scheme Rating Category Scheme Rating
BAF Mirae Asset Balanced Advantage Fund Regular Growth 4.5 ELSS Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth 4.8
Aggressive Hybrid Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth 4.1 Large & Mid Motilal Oswal Large and Midcap Fund Regular Growth 4.4
Equity Savings Mirae Asset Equity Savings Fund Regular Growth 4.0 Midcap Motilal Oswal Midcap Regular Growth 4.4
ELSS Mirae Asset ELSS Tax Saver Fund -Regular Plan-Growth 4.0
 FRESH PURCHASE/SWITCH IN FUNDS
(AMC wise)

Nippon WhiteOak
Category Scheme Rating Category Scheme Rating
Largecap Nippon India Large Cap Fund - Growth 4.9 ELSS WhiteOak Capital ELSS Tax Saver Fund Regular Growth 5.0
Value Nippon India Value Fund - Growth 4.5 Largecap WhiteOak Capital Large Cap Fund Regular Growth 5.0
Aggressive Hybrid Nippon India Equity Hybrid Fund - Growth 4.3 BAF WhiteOak Capital Balanced Advantage Fund Regular Growth 4.8
Midcap Nippon India Growth Fund - Growth 4.2 Flexicap WhiteOak Capital Flexi Cap Fund Regular Growth 4.1
Smallcap Nippon India Small Cap Fund - Growth 4.2
Equity Savings Nippon India Equity Savings Growth 4.0

SBI Parag Parikh

Category Scheme Rating Category Scheme Rating
ELSS SBI Long Term Equity Fund Regular Growth 4.2 ELSS Parag Parikh ELSS Tax Saver Fund Regular Growth 4.4
BAF SBI Balanced Advantage Fund Regular Growth 4.1 Flexicap Parag Parikh Flexi Cap Regular Growth 4.1
Conservative Hybrid SBI Conservative Hybrid Fund Regular Growth 3.8 Conservative Hybrid Parag Parikh Conservative Hybrid Fund Regular Growth 3.8
Equity Savings SBI Equity Savings Regular Growth 3.8

Tata Union
Category Scheme Rating Category Scheme Rating
Multi Asset Tata Multi Asset Opportunities Fund Regular Growth 5.0 Multi Cap Union Multicap Fund Regular Growth 3.8
BAF Tata Balanced Advantage Fund Regular Growth 5.0 Smallcap Union Small Cap Fund Regular Growth 3.1
Focused Tata Focused Equity Fund Regular Growth 4.3 Aggressive Hybrid Union Aggressive Hybrid Fund Regular Growth 3.1
Smallcap Tata Small Cap Fund Regular Growth 4.2

Franklin LIC
Category Scheme Rating Category Scheme Rating
Midcap Tata Mid Cap Growth Fund 3.9 Multi Cap LIC MF Multi Cap Fund Regular Growth 4.9
Focused Tata Focused Equity Fund 3.8 Smallcap LIC MF Small Cap Fund Regular Growth 4.4
BAF Tata Balanced Advantage Fund 5.0 BAF LIC MF Balanced Advantage Fund Regular Growth 3.4
Multi Asset Tata Multi Asset Opportunities Fund 4.1 Large & Mid LIC MF Large & Mid Cap Regular Growth 3.2
 FRESH PURCHASE/SWITCH IN FUNDS
(AMC wise)

ITI PGIM
Category Scheme Rating Category Scheme Rating
Smallcap ITI Small Cap Fund Regular Growth 3.4 Midcap PGIM India Midcap Opportunities Fund Regular Growth 3.0
Largecap ITI Large Cap Fund Regular Growth 3.4

Quant Sundaram
Category Scheme Rating Category Scheme Rating
Smallcap Quant Small Cap Fund Growth 3.5 Midcap Sundaram Mid Cap Growth 3.9
Midcap Quant Mid Cap Fund Growth 3.3 Focused Sundaram Focused Fund Growth 3.4
Focused Quant Focused fund Growth 3.3 ELSS Sundaram ELSS Tax Saver Fund Regular Plan - Growth 3.2
Flexicap Quant Flexi Cap Fund Growth 3.2 Equity Savings Sundaram Equity Savings Fund Growth 3.2

Disclaimer: Wealthy Ratings are basis historical performance and parameters. Future performance may not be based on historical data. Wealthy Ratings are published by WealthyIn Broking under RA License
INH000012175
Wealthy Ratings are a score out of 5 which is calculated basis return parameters like rolling returns, alpha, quarterly out performance etc, risk parameters like beta, standard deviation, downcapture and valuation
parameters like PE, PB, ROE Growth