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Category wise List

The document provides a list of mutual fund schemes categorized by AMFI, along with their respective ratings. It includes categories such as Largecap, Midcap, Smallcap, Flexicap, Focused, Multicap, ELSS, Value, Multi Asset, Balanced Advantage, Aggressive Hybrid, Conservative Hybrid, and Equity Savings. Ratings are based on historical performance and various financial parameters, with a disclaimer about future performance not being guaranteed by past data.

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MONEY MINDED MILLENNIAL
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10 views3 pages

Category wise List

The document provides a list of mutual fund schemes categorized by AMFI, along with their respective ratings. It includes categories such as Largecap, Midcap, Smallcap, Flexicap, Focused, Multicap, ELSS, Value, Multi Asset, Balanced Advantage, Aggressive Hybrid, Conservative Hybrid, and Equity Savings. Ratings are based on historical performance and various financial parameters, with a disclaimer about future performance not being guaranteed by past data.

Uploaded by

MONEY MINDED MILLENNIAL
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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FRESH PURCHASE/SWITCH IN FUNDS

(AMFI Category wise)

Largecap Large & Mid


AMC Scheme Rating AMC Scheme Rating
WhiteOak WhiteOak Capital Large Cap Fund 5.0 Baroda Baroda BNP Paribas Large and Mid Cap Fund 5.0
Nippon Nippon India Large Cap Fund 4.9 Bandhan Bandhan Core Equity Fund 4.4
Edelweiss Edelweiss Large Cap Fund 4.2 Axis Axis Opportunities Fund 4.4
Invesco Invesco India largecap Fund 4.1 Motilal Motilal Oswal Large and Midcap Fund 4.4
Kotak Kotak Bluechip 4.0 UTI UTI Large & Mid Cap Fund 4.1

Midcap Smallcap
AMC Scheme Rating AMC Scheme Rating
Edelweiss Edelweiss Mid Cap Fund 4.6 HSBC HSBC Small Cap Fund Fund 4.6
HSBC HSBC Midcap Fund 4.5 LIC LIC MF Small Cap Fund 4.4
HDFC HDFC MidCap Opportunities Fund 4.4 Kotak Kotak Small Cap 4.3
Motilal Motilal Oswal Midcap 4.4 Axis Axis Small Cap Fund 4.3
Nippon Nippon India Growth Fund 4.2 Nippon Nippon India Small Cap Fund 4.2

Flexicap Focused
AMC Scheme Rating AMC Scheme Rating
Axis Axis Flexi Cap Fund 4.3 ICICI ICICI Prudential Focused Equity Fund 4.6
Franklin Franklin India Flexi Cap Fund 4.2 Edelweiss Edelweiss Focused Fund 4.5
Edelweiss Edelweiss Flexi Cap Fund 4.1 JM JM Focused Fund Option 4.4
Invesco Invesco India Flexi Cap Fund 4.1 Tata Tata Focused Equity Fund 4.3
WhiteOak WhiteOak Capital Flexi Cap Fund 4.1 HSBC HSBC Focused Fund 4.3

Multicap ELSS
AMC Scheme Rating AMC Scheme Rating
Kotak Kotak Multicap Fund 5.0 WhiteOak WhiteOak Capital ELSS Tax Saver Fund 5.0
Axis Axis Multicap Fund 5.0 Motilal Motilal Oswal ELSS Tax Saver Fund 4.8
LIC LIC MF Multi Cap Fund 4.9 Parag Parikh Parag Parikh ELSS Tax Saver Fund 4.4
Union Union Multicap Fund 3.8 Kotak Kotak ELSS Tax SaverScheme 4.3
Baroda Baroda BNP Paribas Multi Cap Fund 3.8 SBI SBI Long Term Equity Fund 4.2
FRESH PURCHASE/SWITCH IN FUNDS
(AMFI Category wise)

Value Multi Asset


AMC Scheme Rating AMC Scheme Rating
Axis Axis Value Fund 5.0 Tata Tata Multi Asset Opportunities Fund 5.0
HSBC HSBC Value 4.7 Baroda Baroda BNP Paribas Multi Asset Fund 3.9
Nippon Nippon India Value Fund 4.5 ICICI ICICI Prudential MultiAsset Fund 3.6
JM JM Value Fund 3.4 HDFC HDFC Multi Asset 3.6
Canara Canara Robeco Value Fund 3.0 SBI SBI Multi Asset Allocation Fund 3.4

Balanced Advantage Aggressive Hybrid


AMC Scheme Rating AMC Scheme Rating
Tata Tata Balanced Advantage Fund 5.0 Baroda Baroda BNP Paribas Aggressive Equity Hybrid 4.7
Baroda Baroda BNP Paribas Balanced Advantage Fund 4.9 Nippon Nippon India Equity Hybrid Fund 4.3
WhiteOak WhiteOak Capital Balanced Advantage Fund 4.8 Mahindra Mahindra Manulife Aggressive Hybrid Fund 4.2
Mirae Mirae Asset Balanced Advantage Fund 4.5 Edelweiss Edelweiss Aggressive Hybrid A 4.1
Axis Axis Balanced Advantage Fund 4.2 Mirae Mirae Asset Aggressive Hybrid Fund 4.1

Conservative Hybrid Equity Savings


AMC Scheme Rating AMC Scheme Rating
HDFC HDFC Hybrid Debt Fund 4.2 Kotak Kotak Equity Savings Fund 5.0
ICICI ICICI Prudential Savings Fund 4.1 Nippon Nippon India Equity Savings 4.0
Aditya Aditya Birla Sun Life Reg Savings Fund 4.1 Mirae Mirae Asset Equity Savings Fund 4.0
Kotak Kotak Debt Hybrid 4.1 Axis Axis Equity Savings Fund 4.0
Nippon Nippon India Hybrid Bond Fund 3.9 Mahindra Mahindra Manulife Equity Savings Fund 4.0

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

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