Value Research ij 2017 150 www.valueresearchon\ine.com Should You Invest in Jumbo Funds? ee Most ANA Ss Rewarding CH©ICE ENO SIP FundsThe growth of equity with the foundation of debt. Presenting HDFC Balanced Fund which aims to generate capital appreciation along with current income from a combined portfolio of equity and debt instruments. Thus this fund provides the growth of equity and stability of debt. This product is suitable for investors who are seeking | Riskometer + Capital appreciation along with current income over long term GEO Ss balance exposure to debt and money market instruments ol inane advisers Win doubt abouk whetaee the product ia aukable for them |MUTUAL FUND | BHAROSA APNO KA INO ee) {An Open-ended Balanced Scheme) MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLYOne fund. With the strength of three. Presenting HDFC Equity Savings Fund. A fund that offers the potential of Equity, the Re ome neu RuCnrurenoa aire meh alae Veena aires asset allocation while maintaining your tax efficiency. Invest today. HFC Equity Savings Fundis suitable for investors who are seeking®: Riskometer + Capital appreciation while generating income over medium to long term $= + Provide capital appreciation and income distribution to the investors by using y, ‘equity and equity-related instruments, arbitrage opportunities, and investments ; » in debt and money market instruments es “invesiors should consult Weir financial advisers fin doubt about whether the product sultale for tem. Pin | me EQUITY SAVINGS FUND | MUTUAL FUND | (an Ope Equity Scheme) BHAROSA APNO KA MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.MSU alae ICICI Prudontiol Boloncod Advantag \teanig,._RISKOMETER = ang tom eat etn oka BT cin Long term wealth ereation soliton x b tnsardtat + An eauity fund that aims for growth by investing in equity and derivatives SAG teremcgalea “Inner dad oash ir frocolabiaosiin oot boat hetero poem iatle rth. | (0M wen Pane Mutual Fund investments are subject to market risks, read all scheme related documents carefully.ra EU ea Mutual Fund Your portfolio can be incomplete witho Invest in Mirae Asset India Mirae Asset Emerging Opportunities Fund | Bluechip Fund (An open ended equity oriented scheme) (An open ended equity fund) Aim to empower your portfolio with stability and growth “These products are suitable for investors who are seeking* Mirae Asset India Opportunities Fund (MAIOF)CONTENTS Mutual 14 coven stony (Lem RTT just 5 steps Fund Insight NOVEMBER 2017 Volume XV, Number @ Yate Reseach san independent icine oan oa Ou (palit sone or ener wth xa fooaten an tnwlecg> Sette Geren cores ieee intoetwcuscmce, | 21 cover story highest level of accuracy and s s impartiatty in everything that wo I nves I n == | funds? From ecole the C-suite ste to achiev tat standard to the best of our abies Mutual fund bosses share their views on the various milestones of the last year, along with their outlook for the future Eto obeta tunar Research and Eitri Aur Str ay el iss, Pro WG ‘andes. Design uh Ghar ren Se Production a overnising Vena ak 09664048666 ‘Rares your corespondence tor i, Mtl dng 4 Mutual Fund Insight Hover 201742, valueresearchonline.com Creating wealth with the Value Research website 49 Special Report ) Advisor or distributor? Not an easy choice 7 eG 111 Scoreboard The most comprehensive fund scorecard with key performance numbers and 9 First Page investment details The next 15 years 139 Top-Rated Funds 10 Fund GK Funds that stand on the highest rung of the Interesting mutual fund facts Value Research fund-rating ladder SUPPLEMENTS INSERT SIP calculator ON Vert , 5 FINEST SIP Funds ae e E DISCLAIMER ‘Teaco Mal Fd i tidy Whe Resa ea Prantl sre a cleo ave qcane ard Map aks repo abi ee oii wate ay renal eee mas any eel agaane ted on rts Pert You seegy adie a ee Corrs leg ary mene abe dc bed an cnet th Maus. heVgue sneer eg pons anil rea ave renin ue for sss. Than is au shous exe cco rr sek nsec els eb ethno ay comer uses enti ai ar esa “eluents ema, sesrants nen ssc emai ate er cane fo Soses albedo elas pubis othe Mags hat mate es adoq2 uns, Rrtraly ac oat oft fomatcr, sc, tomers, oprions and mates conned andor eres nhs Mean rf resus card, det or ‘cree mb Mapa aps fu ann yoy any ean wrt wih.gfr et pono le pane he Mapu isp lentes sabe mo ihe stn tt cots TCR RESERVED 6 Mutual Fund Insight Noveréer 2017at’s an investme without : blue chi I you want to invest in large, well-established compenies, which have a solid brand equity and are possibly market leaders in their industries, look no further than blue chip companies. These ‘blue chips’ are known to have proven business models, high visibilty and reach, with good recognition. In essence, they can help you steadily achieve your long-term investing goals. SBI Blue Chip Fund invests predominantly in such blue chip companies and hence is a must-have scheme for every portioto. i BLUE CHIP FUND A G ‘An Open-ended Growth Scheme - SBIMUTUAL FUND eee A PARTNER FOR LIFE —o Toll-free: 1800 425 5425 | SMS: 'BCHIP* to 7065611100 | Visit: www.sbimf.com | Follow u: “nis product uta for nvstors wnoare sebing: + Locgsimeapsl appreciation + oso out sane feces whee tht expectant na ont eat eno ‘oe mah eptaed oc! SEPESE “Cian oprecc nn tr etl Gown oppotate edo nderand al pres! sri nae cenaine tancal arn COW AEOUWPeNOIne Poa! waUABC TOE, ‘lbwatmogentoh nana, wi 1 Mutual Fund investments are subject to market risks, read all scheme related documents carefully.Is your fund swift enough to benefit Invesco Mutual Fund y Diode nati an olka AA , hy Invesco India Dynamic Equity Fund & Coe) Fad Bese scien re Cenc acerca UNM Cnty 4 Cra a eteiesaents Returns 1 eptnter 29,2037 = Furé sap BSE 100 Nifty 50 __Nifty 50 Tear i976 14.81% 10.73% i1a77 11,367 aVers 172K BK 71K 12,691 12280 Sears 16.028 1zze 11.40% 1742 176s Sinceinception 10.78% 6.62% 6.52% 18973 18,793 (4 October, 2007) oF may not be sustained in future. Me perfomance dtals proved herein ae Past performance may t ‘Exsing plan fnon- ect plan) -rcwth epion,Diferent plans have diferen’ cxpensesructre fer calcutng Fetus sine ception, HAV 95 on the de of Alotrent Is talon as Ri.10/- Face Vale per Wik Rs. 10/- Returns above | year are Comgounceo Analsod Growth Rate (CAGR), Fuba wanager ane B3CSNaN tranaging ence onuaty 13,2017 137% «10708 711% «15.218 Tak 34 @2mH 82H trvesco Indo 808K 637K 449% i0.19K _2032H Sonia Fund _ _ pennies oe Feo 150IN 14BiX 272% @27™% 19.201 iazeH = raxPan Pest performance may or may net be sustained by fture lt Bencterark The performance debs proved “ibe Reran aed! easing pan ion drec len) = ero epion Diferen: pans hae dere’ expense iucture Face Va per uit Ri, 10/- Relure above 1 year sre Compeunced Annualized Grenth Fat CGR Ne of Scherres managed Taner Basha, Fura Dentin k=nvesco Ila Busnes Ledges Fung Ny 5 sco ina Groth Fund, eves fia Tas Pine SRD BSE TCO: nese nia Cena Fund = S49 BSE 60D. Find enagere manag the scents nce Invesce Ils Cusnese Leaders Fund Taher Bacehan- Jaysery 13, 2017 dpa vinay Paka ne 23,2014; vesco in Growth Fund = Taher stan anuary 13,2017 en Ant ‘Ganatra” June 23, 2014: Invesco lela Contra Furst Taner Bacshan = January 13.2017 ad Amt Cates = ‘ogust 4, 2012; ives India TexPlon “Taher Bodsboh" Jonuory 13,2017 end Vinay Paborin June 26 2010, Call 180-209-0007 ‘sms ‘Invest’ to 56677 woww.invescomutualfund.com. RISKONETER Folowuson in WF ‘Sultable for investors wno are seeking” ay, + coptal appreciation over eng term and oguity related insteumonts tors should consult thelr flnanclat product I suteble fer therm. tow HIGH Invests earsara tN Kral eres, aN advisers if in doubt about whether the wh estar Mutual Fund investments are subject to market risks, read all scheme related documents carefully.