Scorecard : Open Ended Equity Funds
UR=Univarsal Rank
CR=Category Rank
RR=Risk Rank
|
Scheme
Name
|
Mutual Fund
|
Incept. Date
|
Performance
|
NAV
|
Fund Size
|
Fund Manager
|
Rank
|
Investment Pattern
|
Load
|
|||||||
|
3 Mths
|
1 yr
|
Since Incept.
|
30-Sep
|
UR
|
CR
|
RR
|
Eq.
|
Debt
|
Other
|
Entry
|
Exit
|
|||||
|
Open Ended
Aggressive Equity Funds (ICE Sector exposure between 40 to 60 percent)
$$
|
||||||||||||||||
|
Alliance 95*
|
Alliance Mutual Fund
|
Feb-95
|
-7.82
|
56
|
35.19
|
54.24
|
527.8
|
Samir Arora
|
19
|
2
|
Avg
|
74.7
|
0.0
|
25.3
|
1.75%
|
None
|
|
Canglobal
|
Canbank Mutual Fund
|
Feb-92
|
-11.2
|
-1.74
|
2.45
|
7.12
|
8.81
|
G R Sabnif
|
111
|
14
|
Avg
|
69.8
|
12.6
|
17.6
|
1%
|
None
|
|
Franklin India Growth
Fund
|
Templeton Mutual Fund
|
Feb-00
|
-15.1
|
na
|
-32.4
|
6.76
|
35.1
|
Deepesh Pandey
|
#
|
#
|
#
|
90.0
|
0.0
|
10.0
|
2%
|
None
|
|
JM Equity
|
JM Mutual Fund
|
Dec-94
|
-16.9
|
-0.16
|
0.4
|
10.22
|
40
|
Chandan Desai
|
87
|
12
|
Avg
|
88.5
|
0.0
|
11.5
|
1.50%
|
0.75%
|
|
KM K 30 Unit Scheme
|
Kotak Mahindra Mutual Fund
|
Dec-98
|
-13.4
|
-6.5
|
46.37
|
17.64
|
49.59
|
S N Rajan
|
56
|
10
|
Avg
|
90.4
|
0.0
|
9.6
|
1.75%
|
none
|
|
KP Prima Plus
|
Kothari Pioneer Mutual Fund
|
Sep-94
|
-12
|
40.2
|
13.99
|
21.36
|
136.85
|
R Sukumar
|
28
|
4
|
Avg
|
93.0
|
0.0
|
7.0
|
2%
|
None
|
|
Prudential ICICI Growth
Plan
|
Prudential ICICI Mutual
Fund
|
Jun-98
|
-10
|
6.3
|
42.62
|
21.91
|
457.59
|
Krishna Kumar
|
37
|
7
|
Avg
|
89.7
|
0.0
|
10.3
|
1.50%
|
None
|
|
SBI Magnum Equity Fund
|
SBI Mutual Fund
|
Jan-91
|
-15.1
|
26.79
|
9.99
|
13.8
|
166
|
Ajay Bodke
|
33
|
5
|
Avg
|
100.0
|
0.0
|
0.0
|
1.50%
|
None
|
|
SBI Magnum Global Fund
94
|
SBI Mutual Fund
|
Sep-94
|
-17.1
|
12.38
|
1.32
|
10.82
|
89.7
|
Ajay Bodke
|
62
|
11
|
Low
|
82.8
|
0.0
|
17.2
|
1.50%
|
None
|
|
SBI Magnum Multiplier
Plus 93
|
SBI Mutual Fund
|
Feb-93
|
-11.7
|
18.32
|
12.04
|
25.74
|
470.48
|
Sonia Sharma
|
48
|
8
|
Avg
|
90.4
|
0.0
|
9.6
|
1.50%
|
None
|
|
Sun F&C Value
|
Sun F&C Mutual Fund
|
Jul-97
|
-17.3
|
29.8
|
28.07
|
19.77
|
38
|
Gul Tekchandani
|
36
|
6
|
Avg
|
96.1
|
0.0
|
3.9
|
1.50%
|
None
|
|
Tata Pure Equity Fund
|
Tata Mutual Fund
|
May-98
|
-0.19
|
-30.8
|
50.3
|
12.74
|
35.19
|
Shyam Bhatt
|
26
|
3
|
Avg
|
80.7
|
0.0
|
19.4
|
None
|
1%
|
|
Taurus Discovery Stock
|
Taurus Mutual Fund
|
Sep-94
|
-4.79
|
18.01
|
-7.39
|
6.95
|
37.04
|
R K Gupta
|
50
|
9
|
Low
|
100.0
|
0.0
|
0.0
|
1.50%
|
1%
|
|
Taurus Libra Leap
|
Taurus Mutual Fund
|
May-96
|
-12.5
|
-9.16
|
46.51
|
18.44
|
22.52
|
R K Gupta
|
18
|
1
|
Avg
|
100.0
|
0.0
|
0.0
|
1.50%
|
1%
|
|
UTI Grandmaster - 1993
|
Unit Trust of India
|
Apr-93
|
na
|
15.06
|
38.6
|
9.99
|
39.08
|
V Suresh
|
104
|
13
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
Open
Ended Diversified Equity Funds (ICE Sector exposure less than 40 percent)$$$
|
||||||||||||||||
|
BOI Excl Growth Scheme
95
|
BOI Mutual Fund
|
Jan-95
|
-12.3
|
-3.25
|
-7.02
|
6.87
|
46.5
|
Sangita Garg
|
110
|
18
|
Avg
|
77.4
|
6.1
|
16.5
|
%
|
None
|
|
Canbonus
|
Canbank Mutual Fund
|
May-91
|
-13.1
|
-2.77
|
-0.53
|
9.52
|
48.75
|
Umesh Kamath
|
108
|
17
|
High
|
95.1
|
0.1
|
4.8
|
1%
|
None
|
|
DSP ML Equity Fund
|
DSP Merrill Lynch Mutual
Fund
|
Apr-97
|
-17.2
|
23.44
|
26.04
|
16.76
|
57.48
|
S. Nagnath
|
21
|
1
|
Low
|
89.5
|
0.0
|
10.5
|
2%
|
None
|
|
GIC D MAT
|
GIC Mutual Fund
|
Apr-99
|
-13.4
|
-33.5
|
-14.4
|
7.76
|
na
|
Kishore Udiaver
|
136
|
23
|
High
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
GIC Fortune 94
|
GIC Mutual Fund
|
Jan-95
|
-9.1
|
-20.7
|
-8.01
|
6.19
|
306.07
|
B C Modi
|
122
|
19
|
High
|
100.0
|
0.0
|
0.0
|
1.50%
|
None
|
|
GIC Growth Plus II
|
GIC Mutual Fund
|
Feb-94
|
-19.8
|
2.34
|
12.65
|
15.33
|
198.39
|
Bikram Sen
|
46
|
4
|
Avg
|
100.0
|
0.0
|
0.0
|
3%
|
None
|
|
HDFC Growth Fund
|
HDFC Mutual Fund
|
Aug-00
|
na
|
na
|
-2.8
|
9.72
|
na
|
Sanjay Bhattacharya
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
Ind Navratna
|
Indian Bank Mutual Fund
|
Jun-94
|
0.83
|
33.8
|
-29
|
6.02
|
na
|
S.K.Bandopadhyay
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
1%
|
None
|
|
IDBI-Principal Equity
|
IDBI Mutual Fund
|
Jun-95
|
-11.2
|
4.59
|
0.93
|
10.5
|
66.88
|
Prashant Sethi
|
84
|
12
|
High
|
77.6
|
4.1
|
18.4
|
1.50%
|
None
|
|
KP Bluechip
|
Kothari Pioneer Mutual Fund
|
Nov-93
|
-12.1
|
44.95
|
13.45
|
21.65
|
226.15
|
K. N. S Subramanian
|
24
|
2
|
Avg
|
83.6
|
0.0
|
16.4
|
2%
|
None
|
|
KP Prima Fund
|
Kothari Pioneer Mutual Fund
|
Nov-93
|
-5.58
|
-23.4
|
11.66
|
21.14
|
27.25
|
K. N. S. Subramanian
|
129
|
22
|
Avg
|
90.6
|
0.0
|
9.4
|
2%
|
None
|
|
LIC Dhansamridhi
|
L.I C Mutual Fund
|
Jul-94
|
-14
|
-19.3
|
-44.7
|
3.76
|
5.99
|
V Ramanan
|
127
|
21
|
Avg
|
100.0
|
0.0
|
0.0
|
1%
|
None
|
|
LIC Dhanvikas (1)
|
L.I C Mutual Fund
|
Jan-93
|
-12.5
|
-26.3
|
-13.9
|
7.85
|
32.8
|
V Ramanan
|
123
|
20
|
Avg
|
100.0
|
0.0
|
0.0
|
2%
|
None
|
|
Reliance Growth
|
Reliance Capital Mutual
Fund
|
Oct-95
|
-13.8
|
24.62
|
19.88
|
24.66
|
40
|
|
51
|
6
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
None
|
|
Reliance Vision
|
Reliance Capital Mutual
Fund
|
Sep-95
|
-7.74
|
13.99
|
13.57
|
18.84
|
48
|
|
66
|
9
|
Avg
|
100.0
|
0.0
|
0.0
|
None
|
None
|
|
Sun F&C Resurgent
India Equity Fund
|
Sun F&C Mutual Fund
|
May-00
|
0
|
na
|
-3.4
|
na
|
2
|
Gul Tekchandani
|
#
|
#
|
#
|
100.0
|
0.0
|
0.0
|
4%
|
None
|
|
Sun F&C Balanced Fund*
|
Sun F&C Mutual Fund
|
Dec-99
|
-11.39
|
-24.72
|
-19.90
|
8.01
|
95.07
|
Gul Tekchandani
|
#
|
#
|
#
|
67.6
|
19.4
|
13
|
1%
|
None
|
|
Sundaram Growth Fund
|
Sundaram Mutual Fund
|
Feb-97
|
-12.2
|
21.97
|
4.36
|
13.09
|
24.87
|
A. Radhakrishnan
|
59
|
7
|
High
|
89.8
|
0.0
|
10.3
|
2%
|
None
|
|
Taurus Starshare
|
Taurus Mutual Fund
|
Dec-94
|
-13.6
|
19.74
|
-2.94
|
8.68
|
92.21
|
R K Gupta
|
49
|
5
|
Avg
|
97.4
|
2.2
|
0.4
|
1.50%
|
1%
|
|
Templeton India Growth
Fund
|
Templeton Mutual Fund
|
Sep-96
|
-12.8
|
1.6
|
3.93
|
11.7
|
147.31
|
J Mark Mobius
|
93
|
13
|
High
|
90.0
|
0.0
|
10.0
|
2%
|
None
|
|
UTI UGS 10000
|
Unit Trust of India
|
May-98
|
-14.2
|
-34
|
13.1
|
10.73
|
131.62
|
na
|
133
|
1
|
High
|
100.0
|
0.0
|
0.0
|
3%
|
None
|
|
UTI Master Growth
|
Unit Trust of India
|
Feb-93
|
-18.8
|
-2.49
|
8.68
|
16.79
|
474.31
|
V Suresh
|
96
|
14
|
High
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
UTI Mastergain 92
|
Unit Trust of India
|
Apr-92
|
-12.2
|
-1.19
|
2.59
|
10.85
|
1242.87
|
Hamant Kanawala
|
101
|
15
|
High
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
UTI Masterplus Unit Scheme
91
|
Unit Trust of India
|
Dec-91
|
-13.3
|
-2.38
|
9.93
|
20.64
|
782.29
|
Hamant Kanawala
|
105
|
16
|
High
|
100.0
|
0.0
|
0.0
|
None
|
3%
|
|
UTI Primary Equity Fund
|
Unit Trust of India
|
Apr-95
|
-13.1
|
9.33
|
8.4
|
15.17
|
106.76
|
Sumit Budhiraja
|
76
|
11
|
Avg
|
90.9
|
9.2
|
0.0
|
3%
|
None
|
|
Zurich India Capital Builder
|
Zurich India Mutual Fund
|
Dec-93
|
-13.5
|
18.95
|
2.48
|
11.77
|
39.53
|
E A Sundaram
|
63
|
8
|
Avg
|
97.6
|
0.0
|
2.4
|
1.50%
|
None
|
|
Zurich India Equity
|
Zurich India Mutual Fund
|
Dec-94
|
-13.4
|
40.85
|
11.63
|
18.86
|
37.89
|
Chandresh Nigam
|
30
|
3
|
Avg
|
86.6
|
0.0
|
13.4
|
1.50%
|
None
|
|
Zurich India Top 200
|
Zurich India Mutual Fund
|
Aug-96
|
-15.6
|
15.2
|
17.59
|
14.43
|
55.05
|
Bobby Surendranath
|
67
|
10
|
Avg
|
77.5
|
0.0
|
22.5
|
1.50%
|
None
|
|
Open
Ended ICE Skewed Equity Funds (ICE Sector exposure more than 60 %)$
|
||||||||||||||||
|
Alliance Equity Fund
|
Alliance Mutual Fund
|
Aug-98
|
-9.54
|
39.46
|
88.17
|
36.12
|
588.5
|
Samir Arora
|
11
|
1
|
Avg
|
92.3
|
0.0
|
7.7
|
1.75%
|
None
|
|
Birla Advantage Fund
|
Birla Mutual Fund
|
Feb-95
|
-17
|
56.31
|
32.2
|
37.69
|
655.33
|
Bharat C. Shah
|
13
|
3
|
Avg
|
84.0
|
0.0
|
16.0
|
2%
|
None
|
|
IL&FS Growth &
Value Fund
|
IL & FS Mutual Fund
|
Oct-99
|
-21.7
|
25.9
|
25.9
|
12.59
|
141.93
|
Suhas Naik
|
#
|
#
|
#
|
94.8
|
0.0
|
5.2
|
2%
|
None
|
|
ING Growth Portfolio
|
ING Mutual Fund
|
Apr-99
|
-13.4
|
27.2
|
47.68
|
17.07
|
172.21
|
K.Shanbhag
|
12
|
2
|
Low
|
88.1
|
0.0
|
12.0
|
1.50%
|
None
|
|
SBI Magnum Balanced Fund*
|
SBI Mutual Fund
|
Oct-95
|
-13.8
|
26.94
|
11.86
|
14.35
|
168
|
Sandip Sabharwal
|
40
|
4
|
Avg
|
68.2
|
20.6
|
11.2
|
1.50%
|
None
|
|
Open
Ended Index Funds
|
||||||||||||||||
|
IDBI-Principal Index Fund
|
IDBI Mutual Fund
|
Jun-99
|
-12.8
|
-10.6
|
-1.5
|
9.82
|
157.17
|
Prashant Sethi
|
89
|
1
|
Low
|
100.0
|
0.0
|
0.0
|
|
None
|
|
UTI Master Index Fund
|
Unit Trust of India
|
Jun-98
|
-14.6
|
-18
|
10.95
|
12.29
|
242.04
|
Nitin Sharma
|
98
|
2
|
Low
|
100.0
|
0.0
|
0.0
|
2.50%
|
None
|
|
Franklin India Index Fund
|
Templeton Mutual Fund
|
Jul-00
|
0
|
na
|
-4.2
|
9.58
|
20.97
|
Nilesh Shah
|
#
|
#
|
#
|
95.0
|
0.0
|
5.0
|
1.50%
|
None
|
|
UTI Nifty Fund
|
Unit Trust of India
|
Feb-00
|
-14.4
|
na
|
-23.3
|
7.67
|
114.22
|
Vinay Kulkarni
|
#
|
#
|
#
|
100.0
|
||||