| Debt Funds: Medium-term | Total Reinvested Performance (NAV-NAV) | ||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | Inception | 1 Mth | 3 Mth | 6 Mth | 1 Yr | 2 Yrs | ||||
| 1 | PNB Debt | Jun-1999 | 13.58 | 16.53 | 2.26 | 5.19 | 10.77 | 17.37 | - | ||||
| 2 | JM Liquid Fund-G | Dec-1994 | 18.95 | 10.33 | 1.83 | 4.18 | 8.85 | 14.78 | 13.69 | ||||
| 3 | K Bond Wholesale | Nov-1999 | 12.40 | 14.09 | 1.83 | 4.62 | 9.61 | 14.44 | - | ||||
| 4 | Kothari Pioneer Income Builder | Jun-1997 | 16.75 | 13.76 | 1.95 | 4.95 | 9.12 | 14.33 | 13.21 | ||||
| 5 | DSPML Bond | Apr-1997 | 16.62 | 12.89 | 1.71 | 4.20 | 8.77 | 13.91 | 13.29 | ||||
| 6 | Templeton India Income | Mar-1997 | 17.42 | 13.74 | 1.63 | 4.25 | 8.54 | 13.78 | 13.51 | ||||
| 7 | LIC Bond | May-1999 | 13.28 | 14.28 | 2.04 | 4.40 | 8.67 | 13.60 | 14.39 | ||||
| 8 | K Bond Deposit | Nov-1999 | 12.24 | 13.22 | 1.80 | 4.40 | 9.23 | 13.55 | - | ||||
| 9 | Prudential ICICI Income Plan | Jun-1998 | 14.42 | 12.93 | 1.84 | 4.19 | 8.42 | 13.54 | 13.12 | ||||
| 10 | Sundaram Bond Saver | Nov-1997 | 15.63 | 13.24 | 1.69 | 4.06 | 8.32 | 13.43 | 13.51 | ||||
| 11 | Zurich India High Interest | Apr-1997 | 16.68 | 12.95 | 1.83 | 4.25 | 8.81 | 13.39 | 13.06 | ||||
| 12 | Birla Income Plus | Oct-1995 | 20.35 | 13.34 | 1.95 | 4.25 | 8.30 | 13.24 | 12.81 | ||||
| 13 | Alliance Liquid Income | Mar-1997 | 16.76 | 12.74 | 1.82 | 4.29 | 8.41 | 13.01 | 12.81 | ||||
| 14 | Sun F&C Money Value Bond | Nov-1998 | 13.65 | 12.61 | 1.79 | 4.44 | 8.08 | 12.90 | 12.74 | ||||
| 15 | Chola Triple Ace | Mar-1997 | 16.97 | 13.05 | 1.80 | 4.50 | 8.37 | 12.76 | 12.87 | ||||
| Sector Average | 1.64 | 4.04 | 8.15 | 12.80 | 12.81 | ||||||||
| 16 | Magnum Liquibond Income | Nov-1998 | 13.62 | 12.48 | 1.54 | 3.61 | 8.11 | 12.60 | 12.42 | ||||
| 17 | UTI Bond | Jun-1998 | 14.32 | 12.64 | 1.12 | 3.02 | 7.35 | 12.42 | 12.32 | ||||
| 18 | Reliance Income | Dec-1997 | 15.07 | 12.47 | 1.40 | 3.82 | 7.27 | 12.25 | 12.14 | ||||
| 19 | IL&FS Bond | Jul-1999 | 124.72 | 12.01 | 1.81 | 3.73 | 7.69 | 12.01 | - | ||||
| 20 | Chola Freedom Income | Oct-1997 | 14.56 | 10.81 | 1.68 | 3.93 | 7.77 | 12.00 | 12.33 | ||||
| 21 | ING Income Portfolio | May-1999 | 12.71 | 11.92 | 1.76 | 3.92 | 7.62 | 11.79 | 11.52 | ||||
| 22 | IDBI PRINCIPAL Deposit -EA/EB | Aug-1997 | 13.09 | 13.99 | 1.29 | 3.70 | 7.23 | 11.32 | 12.32 | ||||
| 23 | Tata Income-G | Apr-1997 | 16.92 | 13.48 | 1.78 | 4.37 | 8.01 | 11.21 | 11.51 | ||||
| 24 | JF India Bond | Nov-1997 | 15.34 | 12.71 | 1.39 | 3.51 | 7.50 | 11.16 | 12.00 | ||||
| 25 | Dundee Bond PSU | Nov-1999 | 12.24 | 13.71 | 1.14 | 2.99 | 6.05 | 10.82 | - | ||||
| 26 | Escorts Income Plan | May-1998 | 14.51 | 12.82 | 1.24 | 3.15 | 5.97 | 10.08 | 12.15 | ||||
| 27 | Dundee Bond Corporate | Nov-1999 | 11.66 | 10.24 | 0.98 | 2.98 | 5.93 | 8.67 | - | ||||
| 28 | Cancigo | Apr-2001 | 10.61 | 6.10 | 0.95 | - | - | - | - | ||||
| 29 | Grindlays Super Saver Income Fund | Jul-2000 | 11.42 | 14.20 | 1.96 | 4.58 | 9.49 | - | - | ||||
| 30 | HDFC Income Fund | Aug-2000 | 11.30 | 12.99 | 1.77 | 4.22 | 8.15 | - | - | ||||
| 31 | IDBI PRINCIPAL Deposit Bond Fund-Growth | Jul-2000 | 11.49 | 14.92 | 1.75 | 4.19 | 8.96 | - | - | ||||
| 32 | IDBI PRINCIPAL Income Fund | Oct-2000 | 10.81 | 11.26 | 1.76 | 4.42 | 8.49 | - | - | ||||
| 33 | IDBI PRINCIPAL Income Fund-Growth | Oct-2000 | 11.19 | 11.94 | 1.79 | 4.40 | 8.67 | - | - | ||||
| JP Morgan G-Sec Index | 2.56 | 5.94 | 12.23 | 17.46 | 17.31 | ||||||||
| Debt Funds: Gilt Medium & Long-term | |||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | 1 Mth | 3 Mth | 6 Mth | 1 Yr | ||||||
| 1 | JM G-Sec Regular Plan | Sep-1999 | 13.32 | 2.43 | 5.65 | 12.29 | 20.24 | ||||||
| 2 | Templeton India GSF | Jun-1999 | 13.90 | 2.65 | 6.51 | 13.34 | 19.80 | ||||||
| 3 | Birla Gilt Plus Long -term Plan | Oct-1999 | 13.14 | 2.51 | 5.92 | 13.12 | 19.50 | ||||||
| 4 | DSPML GSF Plan A | Sep-1999 | 13.19 | 2.27 | 5.56 | 12.72 | 19.06 | ||||||
| 5 | Prudential ICICI Gilt Investment | Aug-1999 | 13.16 | 2.47 | 5.61 | 11.64 | 17.55 | ||||||
| 6 | Tata GSF-G | Aug-1999 | 13.33 | 2.35 | 5.76 | 11.16 | 17.43 | ||||||
| 7 | Dundee Sovereign Trust | Jul-1999 | 13.34 | 2.51 | 5.42 | 12.74 | 17.39 | ||||||
| 8 | Birla Gilt Plus Investment Plan | Oct-1999 | 12.62 | 2.58 | 5.54 | 11.74 | 16.72 | ||||||
| Sector Average | 2.18 | 5.12 | 10.59 | 16.24 | |||||||||
| 9 | Chola Gilt Investment | Mar-2000 | 11.68 | 1.74 | 3.82 | 9.77 | 15.53 | ||||||
| 10 | Zurich India Sovereign Gilt Prov | Feb-2000 | 11.51 | 2.48 | 3.83 | 9.70 | 14.53 | ||||||
| 11 | Cangilt (PGS) | Jan-2000 | 12.11 | 2.25 | 4.93 | 10.01 | 14.33 | ||||||
| 12 | UTI G-Sec | Sep-1999 | 124.81 | 1.65 | 5.20 | 9.34 | 13.49 | ||||||
| 13 | Zurich India Sovereign Gilt Inv | Feb-2000 | 11.56 | 2.01 | 4.54 | 9.33 | 13.00 | ||||||
| 14 | Alliance GSF Long-term | Oct-1999 | 1211.61 | 2.38 | 4.86 | 8.49 | 12.20 | ||||||
| 15 | LIC GSF | Nov-1999 | 11.85 | 1.72 | 3.38 | 5.39 | 9.87 | ||||||
| 16 | Escorts Gilt Fund | Mar-2001 | 10.23 | 0.74 | - | - | - | ||||||
| 17 | SBI Magnum Gilt Fund Long-term-G | Dec-2000 | 10.74 | 2.19 | 4.18 | - | - | ||||||
| 18 | Sundaram Gilt Fund | Apr-2001 | 10.19 | 1.29 | - | - | - | ||||||
| 19 | JP Morgan G-Sec Index | 2.56 | 5.94 | 12.23 | 17.46 | ||||||||
| Debt Funds: Gilt Short-term | |||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | 1 Week | 15 Days | 1 Mth | 3 Mth | 6 Mth | 1 Yr | ||||
| 1 | Prudential ICICI Gilt Treasury | Aug-1999 | 12.4251 | 0.4211 | 0.8253 | 1.3855 | 3.4210 | 6.9065 | 11.6171 | ||||
| 2 | Birla Gilt Plus Liquid Plan | Oct-1999 | 12.1760 | 0.5284 | 0.9367 | 1.6615 | 3.3967 | 7.0418 | 11.1557 | ||||
| 3 | DSPML GSF Plan B | Sep-1999 | 11.9792 | 0.3880 | 0.7917 | 1.3014 | 3.0123 | 6.3853 | 10.9421 | ||||
| 4 | Alliance GSF Short-term | Oct-1999 | 1181.8600 | 0.4821 | 0.9378 | 1.4063 | 2.9979 | 6.4509 | 9.8148 | ||||
| 5 | SBI Magnum Gilt Fund Short-term-DM | Dec-2000 | 10.1922 | 0.4999 | 0.9979 | 1.2640 | 2.9537 | - | - | ||||
| Sector Average | 0.3752 | 0.7171 | 1.1658 | 2.7233 | 5.7901 | 10.3851 | |||||||
| 6 | K Gilt '98 Saving Plan | Dec-1998 | 12.9400 | 0.2868 | 0.5752 | 1.0701 | 2.7229 | 5.9267 | 10.8826 | ||||
| 7 | SBI Magnum Gilt Fund Short-term-G | Dec-2000 | 10.5422 | 0.4823 | 0.8196 | 1.2894 | 2.6135 | - | - | ||||
| 8 | Zurich India Sovereign Gilt Saving | Feb-2000 | 11.3652 | 0.2090 | 0.5645 | 0.9845 | 2.3735 | 4.4394 | 8.8589 | ||||
| 9 | Chola Gilt Savings | Mar-2000 | 11.0547 | 0.5201 | 0.6996 | 1.1390 | 2.3223 | 4.7898 | 10.1742 | ||||
| 10 | K Gilt Serial 2001 | Aug-2000 | 10.8030 | 0.1855 | 0.4650 | 0.7649 | 2.2334 | 5.0160 | - | ||||
| 11 | JM G-Sec Short Term Plan | Sep-1999 | 11.4024 | 0.1238 | 0.2753 | 0.5574 | 1.9091 | 5.1542 | 9.6353 | ||||
| JP Morgan G-Sec Index | 0.8150 | 1.8442 | 2.5568 | 5.9375 | 12.2325 | 17.4641 | |||||||
| Debt Funds: Short-term | |||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | 1 Week | 15 Days | 1 Mth | 3 Mth | 6 Mth | 1 Yr | ||||
| 1 | Tata Liquid-G | Aug-1998 | 12.3679 | 0.2115 | 0.5300 | 0.9336 | 2.0395 | 3.8621 | 7.5881 | ||||
| 2 | Chola Liquid Institutional | Oct-2000 | 10.8132 | 0.1964 | 0.2987 | 0.8666 | 2.6583 | 5.7787 | - | ||||
| 3 | Grindlays Super Saver Income Fund Short-term | Dec-2000 | 10.4890 | 0.1910 | 0.3828 | 0.7976 | 2.3517 | 4.7852 | - | ||||
| 4 | Chola Liquid | Sep-2000 | 10.7890 | 0.1606 | 0.3423 | 0.7969 | 2.5931 | 5.1918 | - | ||||
| 5 | Zurich India Liquidity Investment-Growth | Nov-1999 | 11.5752 | 0.1713 | 0.3633 | 0.7687 | 2.3457 | 4.8127 | 10.2043 | ||||
| 6 | HDFC Liquid Fund | Oct-2000 | 10.6324 | 0.1705 | 0.3729 | 0.7581 | 2.2867 | 4.6393 | - | ||||
| 7 | Kothari Pioneer TMA | Apr-1998 | 1325.1100 | 0.1784 | 0.3704 | 0.7512 | 2.2004 | 4.6996 | 9.8974 | ||||
| 8 | Zurich India Liquidity Saving | Nov-1999 | 11.0608 | 0.1730 | 0.3584 | 0.7478 | 2.2624 | 4.7008 | 9.6149 | ||||
| 9 | Birla Cash Plus | Jun-1997 | 14.4040 | 0.1669 | 0.3553 | 0.7414 | 2.1850 | 4.4298 | 9.4363 | ||||
| Sector Average | 0.1626 | 0.3450 | 0.7389 | 2.1895 | 4.5260 | 9.2645 | |||||||
| 10 | Dundee Liquidity | Feb-1999 | 12.7540 | 0.1571 | 0.3541 | 0.7345 | 2.2283 | 4.6267 | 9.6552 | ||||
| 11 | K Liquid Plan | Oct-2000 | 10.6864 | 0.1575 | 0.3418 | 0.7334 | 2.2329 | 4.7173 | - | ||||
| 12 | JM High Liquidity-G | Dec-1997 | 14.7804 | 0.1552 | 0.3326 | 0.7278 | 2.1797 | 4.5896 | 9.6632 | ||||
| 13 | Sun F&C Money Value Liquid-G | Nov-1998 | 12.5186 | 0.1688 | 0.3503 | 0.7079 | 2.0901 | 4.1637 | 9.0698 | ||||
| 14 | Alliance Cash Manager | May-1998 | 1312.3800 | 0.1641 | 0.3456 | 0.6982 | 2.1625 | 4.3518 | 9.3185 | ||||
| 15 | Sundaram Money | Mar-2000 | 11.2406 | 0.1533 | 0.3401 | 0.6979 | 2.0935 | 4.4423 | 9.4871 | ||||
| 16 | Templeton India Liquid | Jun-1998 | 13.2704 | 0.1555 | 0.3425 | 0.6897 | 2.1727 | 4.6363 | 9.7934 | ||||
| 17 | Prudential ICICI Liquid Plan | Jun-1998 | 13.1744 | 0.1490 | 0.3152 | 0.6878 | 2.1683 | 4.4858 | 9.6679 | ||||
| 18 | DSPML Liquidity | Mar-1998 | 13.0599 | 0.1434 | 0.3018 | 0.6737 | 2.0345 | 4.0729 | 8.5494 | ||||
| 19 | IDBI PRINCIPAL Cash Management Liquid-Growth | Oct-2000 | 10.5697 | 0.1469 | 0.3265 | 0.6676 | 2.0379 | 4.2243 | - | ||||
| 20 | Magnum InstaCash (Cash) | May-1999 | 12.0249 | 0.1616 | 0.3287 | 0.6630 | 1.8731 | 4.1649 | 8.8226 | ||||
| 21 | Reliance Liquid Treasury Plan | Mar-1998 | 12.9365 | 0.1486 | 0.3179 | 0.6395 | 2.0325 | 4.2199 | 9.1200 | ||||
| 22 | IDBI PRINCIPAL Cash Management Call Option-G | Oct-2000 | 10.5162 | 0.1238 | 0.2698 | 0.5431 | 1.7454 | 3.7551 | - | ||||
| 23 | ING Treasury Portfolio | Dec-1999 | 11.3164 | 0.1053 | 0.2445 | 0.5116 | 1.6839 | 3.6443 | 8.7279 | ||||
| Balanced Funds | |||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | Since | 1 Mth | 3 Mth | 6 Mth | 1 Yr | 2 Yrs | ||||
| 1 | Canpremium (Roll Over) | Feb-1998 | 12.33 | 21.66 | -2.30 | 13.12 | 23.70 | 27.81 | 24.65 | ||||
| 2 | JM Balanced-G | Dec-1994 | 13.66 | 10.75 | 0.66 | 44.09 | 29.08 | 10.06 | 21.59 | ||||
| 3 | Dhanraksha '89 | Jun-1989 | 10.50 | 7.72 | -1.13 | 7.36 | 4.48 | 3.55 | 5.79 | ||||
| 4 | Kothari Pioneer Pension Plan | Mar-1997 | 16.66 | 12.82 | -2.52 | 0.54 | 1.22 | 3.16 | 10.03 | ||||
| 5 | Grihalaxmi Unit Plan '94 | Aug-1994 | 10.84 | 7.60 | 1.98 | -1.45 | -9.14 | -5.44 | 6.49 | ||||
| 6 | UTI Retirement Benefit Unit Plan | Dec-1994 | 17.23 | 9.91 | -0.86 | -0.92 | -9.79 | -12.07 | 3.64 | ||||
| 7 | Dhanasahayog | Mar-1991 | 16.08 | 4.75 | 0.88 | 2.49 | -3.25 | -13.96 | -14.00 | ||||
| 8 | GIC Balanced | Jan-1993 | 9.18 | 2.41 | -1.50 | -0.43 | -6.04 | -15.63 | -6.50 | ||||
| 9 | Tata Young Citizens | Oct-1995 | 9.68 | 11.99 | -3.98 | -0.41 | -4.21 | -16.21 | 6.44 | ||||
| 10 | Unit Scheme '95 | Mar-1995 | 164.45 | 17.67 | -1.12 | 0.42 | -11.99 | -16.36 | 21.60 | ||||
| 11 | Zurich India Prudence | Jan-1994 | 17.30 | 12.03 | -4.05 | -2.15 | -10.50 | -16.43 | 8.45 | ||||
| 12 | Kothari Pioneer Balanced | Dec-1999 | 7.77 | -15.16 | -5.59 | -1.52 | -6.27 | -18.30 | - | ||||
| Sector Average | -3.47 | -1.13 | -8.90 | -18.90 | 4.14 | ||||||||
| 13 | Prudential ICICI Balanced | Oct-1999 | 8.51 | -9.01 | -4.70 | -1.16 | -5.97 | -19.49 | - | ||||
| 14 | K Balance Unit Scheme '99 | Nov-1999 | 8.82 | -2.84 | -2.30 | -0.91 | -6.42 | -19.67 | - | ||||
| 15 | Cantriple + | Dec-1991 | 16.81 | 5.59 | -5.03 | -3.83 | -9.91 | -20.71 | -1.40 | ||||
| 16 | DSPML Balanced | May-1999 | 9.03 | -4.72 | -5.25 | -5.45 | -12.42 | -23.60 | -5.49 | ||||
| 17 | Tata Balanced | Oct-1995 | 12.57 | 8.57 | -3.54 | -1.19 | -9.05 | -23.68 | 8.99 | ||||
| 18 | PNB Balanced Growth | Jun-1999 | 10.74 | 6.15 | -6.12 | -4.70 | -15.96 | -25.26 | - | ||||
| 19 | Dundee Balanced | Mar-2000 | 6.41 | -29.49 | -2.53 | -2.97 | -16.37 | -28.68 | - | ||||
| 20 | Sun F&C Balanced | Dec-1999 | 6.28 | -26.69 | -5.28 | -6.27 | -16.15 | -31.29 | - | ||||
| 21 | Canganga | Feb-1995 | 7.38 | -3.21 | -8.09 | -10.76 | -20.90 | -32.13 | -11.16 | ||||
| 22 | Alliance '95 | Feb-1995 | 41.03 | 25.66 | -7.26 | -5.85 | -17.97 | -32.53 | 19.26 | ||||
| 23 | Dhanvidya | Mar-1992 | 8.02 | -2.36 | -3.26 | -26.35 | -30.62 | -33.33 | -27.65 | ||||
| 24 | Birla Balance | Oct-1999 | 8.14 | -11.29 | -5.57 | -6.97 | -17.78 | -35.14 | - | ||||
| 25 | Magnum Balanced | Oct-1995 | 9.70 | 10.77 | -6.46 | -5.37 | -22.65 | -43.93 | 10.25 | ||||
| 26 | ING Balanced Portfolio | Apr-2000 | 5.70 | -37.88 | -6.25 | -5.16 | -28.84 | -46.07 | - | ||||
| 27 | Escorts Balanced Fund | Mar-2001 | 10.16 | 1.62 | -1.44 | - | - | - | - | ||||
| 28 | Franklin India Balanced-G | Jul-2000 | 8.35 | -16.50 | -4.79 | -1.65 | -7.43 | - | - | ||||
| 29 | HDFC Balanced fund | Aug-2000 | 9.32 | -6.80 | -2.67 | 0.36 | -3.74 | - | - | ||||
| 30 | HDFC Children's Gift Fund Investment | Feb-2001 | 9.92 | -0.82 | -1.65 | 2.11 | - | - | - | ||||
| 31 | IDBI PRINCIPAL Balanced Fund-Growth | Oct-2000 | 8.82 | -11.85 | -4.17 | -3.77 | -10.17 | - | - | ||||
| 31 | Sundaram Balanced | May-2000 | 8.96 | -9.70 | -4.58 | -1.86 | -5.78 | - | - | ||||
| 32 | Unit Linked Insurance Plan '71 | Oct-1971 | 14.16 | 8.08 | 0.00 | -0.56 | -6.29 | - | - | ||||
| VR Balanced Index | -1.58 | -0.51 | 0.36 | -6.48 | 7.18 | ||||||||
| JP Morgan G-Sec Index | 2.56 | 5.94 | 12.23 | 17.46 | 17.31 | ||||||||
| S&P CNX Nifty Total Return | -6.57 | -7.91 | -11.94 | -26.33 | -2.90 | ||||||||
| Equity Funds: Speciality | |||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | Since | 1 Week | 1 Mth | 3 Mth | 6 Mth | 1 Yr | ||||
| 1 | UTI Petro | Jun-1999 | 14.40 | 25.93 | -1.10 | -0.89 | 3.67 | 12.42 | 23.96 | ||||
| 2 | JM Basic | May-1997 | 9.09 | 23.68 | -2.78 | -9.01 | -15.60 | -1.77 | -4.50 | ||||
| 3 | Alliance Basic Industries | Jan-2000 | 8.03 | -14.17 | -1.95 | -6.41 | -1.35 | -7.49 | -11.27 | ||||
| 4 | K MNC | Mar-2000 | 8.01 | -16.18 | -1.15 | -5.31 | -6.49 | -13.33 | -23.23 | ||||
| 5 | Unit Growth Scheme 10000 | May-1998 | 9.73 | 3.41 | 0.41 | -3.76 | -2.99 | -14.27 | -23.45 | ||||
| Sector Average | -1.28 | -6.57 | -6.84 | -13.60 | -23.97 | ||||||||
| 6 | Birla MNC | Dec-1999 | 24.85 | -24.78 | -0.48 | -4.05 | -5.55 | -15.27 | -24.08 | ||||
| 7 | Alliance Buy India | Jan-2000 | 4.82 | -39.85 | 0.63 | -3.02 | -7.31 | -18.17 | -25.62 | ||||
| 8 | UTI Brand Value | Jun-1999 | 7.01 | -11.76 | 1.45 | -6.16 | -7.15 | -18.20 | -28.40 | ||||
| 9 | DSPML Opportunities | Apr-2000 | 6.78 | -27.66 | -3.00 | -9.24 | -10.08 | -18.90 | -35.73 | ||||
| 10 | Tata Life Sciences & Technology | Jun-1999 | 8.13 | -3.50 | -0.72 | -6.19 | -5.89 | -12.08 | -41.31 | ||||
| 11 | Canexpo | Mar-1994 | 11.23 | 3.10 | -2.43 | -11.92 | -12.27 | -27.60 | -45.96 | ||||
| 12 | UTI Services Sector | Jun-1999 | 17.40 | 40.70 | -3.12 | -11.31 | -11.13 | -28.59 | -48.08 | ||||
| 13 | Tata Select Sector | Apr-2001 | 6.77 | -2.05 | -2.38 | -8.15 | - | - | - | ||||
| S&P CNX Nifty Total Return | 0.05 | -6.57 | -7.91 | -11.94 | -26.33 | ||||||||
| BSE 30 | 0.26 | -7.11 | -8.94 | -13.42 | -29.46 | ||||||||
| BSE 100 | -1.38 | -8.65 | -7.92 | -18.25 | -32.86 | ||||||||
| BSE 200 | -1.73 | -7.75 | -6.45 | -16.51 | -31.57 | ||||||||
| S&P CNX 500 | -1.88 | -8.54 | -7.22 | -18.77 | -33.55 | ||||||||
| Equity Funds: Diversified | |||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | Since | 1 Week | 1 Mth | 3 Mth | 6 Mth | 1 Yr | 2 Yrs | 3 Yrs | 5 Yrs | |
| 1 | Magnum Contra | Jul-1999 | 7.89 | -11.32 | -0.50 | -5.40 | -0.25 | -3.55 | -9.93 | - | - | - | |
| 2 | Grandmaster | Jun-1993 | 8.38 | 1.70 | -0.12 | -5.74 | -4.99 | -4.02 | -13.14 | -8.66 | 2.21 | -6.16 | |
| 3 | GIC D'Mat | Apr-1999 | 7.47 | -6.49 | -0.80 | -4.23 | -2.10 | -3.98 | -15.59 | - | - | - | |
| 4 | Boinanza Exclusive Growth | Feb-1995 | 6.74 | -6.05 | -3.30 | -3.02 | -0.30 | -7.42 | -16.06 | -9.45 | 3.38 | -7.38 | |
| 5 | Templeton India Growth | Aug-1996 | 11.36 | 5.08 | -1.05 | -6.35 | -1.82 | -4.94 | -16.84 | 15.95 | 16.73 | - | |
| 6 | Zurich India Top 200 Fund | Sep-1996 | 13.65 | 11.40 | -0.80 | -5.60 | -3.94 | -7.21 | -20.59 | -3.28 | 12.58 | - | |
| 7 | UTI Index Select Equity | Jun-1997 | 13.57 | 10.69 | -0.44 | -7.18 | -5.24 | -7.32 | -20.65 | 3.12 | 21.29 | - | |
| 8 | Kothari Pioneer Bluechip | Nov-1993 | 19.59 | 22.57 | -2.54 | -10.22 | -6.13 | -10.01 | -22.20 | 19.51 | 37.35 | 23.56 | |
| 9 | Tata Pure Equity | May-1998 | 9.96 | 27.48 | -1.92 | -6.27 | -4.04 | -15.34 | -22.62 | 19.51 | 34.76 | - | |
| 10 | Kothari Pioneer Prima Plus | Sep-1994 | 19.16 | 10.13 | -2.44 | -8.41 | -2.59 | -6.45 | -23.39 | 16.24 | 34.13 | 18.30 | |
| 11 | UTI PEF Unit Scheme | Apr-1995 | 12.03 | 4.80 | -0.74 | -6.24 | -1.80 | -14.56 | -23.95 | 0.93 | 15.49 | 0.81 | |
| 12 | Kothari Pioneer Prima | Nov-1993 | 17.73 | 7.86 | -2.90 | -9.45 | -5.64 | -8.42 | -25.28 | 8.22 | 25.08 | 5.79 | |
| 13 | Zurich India Equity | Dec-1994 | 16.42 | 7.93 | -3.13 | -9.33 | -4.81 | -9.08 | -25.50 | 12.52 | 34.82 | 17.31 | |
| 14 | UTI Master Plus '91 | Dec-1991 | 16.34 | 6.77 | -0.37 | -7.53 | -9.02 | -15.56 | -25.82 | -12.25 | -2.92 | -5.31 | |
| 15 | IDBI PRINCIPAL Index Fund | Jun-1999 | 8.30 | -8.99 | 0.06 | -6.43 | -8.04 | -12.67 | -27.16 | - | - | - | |
| 16 | UTI Nifty Index | Mar-2000 | 6.57 | -27.59 | 0.15 | -6.68 | -7.98 | -12.05 | -27.24 | - | - | - | |
| 17 | GIC Fortune '94 | Dec-1994 | 5.05 | -9.89 | -1.37 | -5.96 | -5.78 | -18.68 | -27.65 | -12.19 | -7.74 | -12.45 | |
| 18 | UTI Mastergain '92 | May-1992 | 8.98 | 1.12 | -0.11 | -7.42 | -7.52 | -16.47 | -27.81 | -12.72 | -1.48 | -7.33 | |
| 19 | Sundaram Growth | Mar-1997 | 10.75 | 9.51 | -1.56 | -7.88 | -4.61 | -15.22 | -29.55 | 0.93 | 16.41 | - | |
| 20 | Zurich India Capital Builder | Jan-1994 | 9.44 | -0.78 | -0.53 | -3.58 | -8.88 | -20.00 | -30.23 | -10.67 | 11.88 | 2.98 | |
| 21 | UTI Master Index | Jun-1998 | 10.11 | 0.37 | 0.40 | -7.08 | -8.67 | -13.74 | -30.32 | -12.35 | - | - | |
| 22 | Prudential ICICI Growth Plan | Jun-1998 | 17.67 | 20.81 | -1.12 | -6.71 | -4.18 | -12.00 | -31.33 | 12.18 | - | - | |
| 23 | IDBI PRINCIPAL Equity - G | May-1995 | 8.24 | -3.10 | -0.99 | -8.09 | -6.98 | -17.07 | -32.11 | -7.20 | 0.05 | -4.56 | |
| 24 | Reliance Vision | Oct-1995 | 14.18 | 6.30 | -1.80 | -5.40 | -3.08 | -21.40 | -32.12 | -1.21 | 9.77 | 4.53 | |
| 25 | Canbonus | Jun-1991 | 7.57 | 1.28 | -2.20 | -9.34 | -8.24 | -17.90 | -32.47 | -17.16 | -5.29 | -9.30 | |
| 26 | UTI Master Growth | Feb-1993 | 13.23 | 5.06 | 0.38 | -5.50 | -8.57 | -14.62 | -33.00 | -3.91 | -2.04 | -4.64 | |
| Sector Average | -1.55 | -7.70 | -7.73 | -18.44 | -34.21 | -3.71 | 10.38 | 0.35 | |||||
| 27 | Reliance Growth | Oct-1995 | 19.55 | 12.45 | -1.86 | -5.46 | -2.45 | -18.30 | -34.46 | - | 20.08 | 11.69 | |
| 28 | DSPML Equity | Apr-1997 | 13.17 | 12.75 | -1.79 | -7.90 | -12.08 | -19.40 | -35.31 | -6.18 | 12.76 | - | |
| 29 | Sun F&C Value | Jul-1997 | 15.53 | 14.92 | -2.20 | -9.34 | -8.65 | -21.88 | -35.80 | -3.27 | 20.60 | - | |
| 30 | K 30 Unit Scheme | Dec-1998 | 11.86 | 16.47 | -1.13 | -9.41 | -9.34 | -19.24 | -35.96 | 1.92 | - | - | |
| 31 | Canglobal | Feb-1990 | 5.13 | 1.67 | -2.29 | -9.84 | -9.52 | -22.15 | -36.35 | -22.95 | -8.19 | -9.88 | |
| 32 | Dhanvikas (1) | Feb-1993 | 5.57 | -6.78 | -1.76 | -8.09 | -5.27 | -27.76 | -39.32 | -23.51 | - | - | |
| 33 | Franklin India Growth | Feb-2000 | 4.69 | -42.40 | -2.09 | -10.15 | -7.31 | -21.44 | -42.24 | - | - | - | |
| 34 | IL&FS Growth & Value | Oct-1999 | 9.24 | -1.60 | -2.74 | -10.38 | -14.60 | -21.96 | -43.80 | - | - | - | |
| 35 | Alliance Equity | Aug-1998 | 23.36 | 35.08 | -2.67 | -11.52 | -10.08 | -27.88 | -44.11 | 19.20 | - | - | |
| 36 | JM Equity-G | Dec-1994 | 6.97 | -5.40 | -2.65 | -7.44 | -8.89 | -24.65 | -44.68 | -19.92 | -5.00 | -7.89 | |
| 37 | Taurus Discovery Stock | Sep-1994 | 4.18 | -12.04 | -2.54 | -9.56 | -18.71 | -34.26 | -45.42 | 3.28 | 7.35 | -6.69 | |
| 38 | Magnum Global | Sep-1994 | 6.91 | -5.33 | -2.26 | -10.38 | -9.44 | -27.42 | -49.12 | -11.08 | 1.34 | -2.74 | |
| 39 | GIC Growth Plus II | Jan-1994 | 9.87 | 3.45 | -1.79 | -11.32 | -8.36 | -22.16 | -49.97 | 1.14 | 15.44 | 1.21 | |
| 40 | Taurus Starshare | Jan-1994 | 5.21 | -8.44 | -3.25 | -10.19 | -17.67 | -36.32 | -50.06 | -10.13 | 6.27 | -5.25 | |
| 41 | Birla Advantage | Feb-1995 | 22.50 | 17.18 | -1.23 | -7.90 | -10.50 | -26.25 | -51.36 | 5.17 | 32.33 | 17.91 | |
| 42 | Magnum Equity | Nov-1990 | 8.26 | 9.67 | -2.82 | -12.31 | -14.58 | -32.35 | -51.67 | -4.97 | 15.75 | 1.48 | |
| 43 | Dhansamriddhi | Aug-1994 | 2.01 | -20.82 | 0.00 | -0.99 | -13.73 | -32.78 | -55.33 | -29.73 | -20.03 | - | |
| 44 | Magnum Multiplier Plus | Feb-1993 | 9.03 | 2.25 | -3.32 | -13.51 | -15.69 | -36.05 | -56.99 | -15.08 | 2.76 | -4.01 | |
| 45 | Libra Leap | Jun-1996 | 9.66 | 4.98 | -5.59 | -12.42 | -20.01 | -39.32 | -57.26 | 3.52 | 13.43 | - | |
| 46 | ING Growth Portfolio | May-1999 | 6.41 | -18.85 | -4.75 | -16.43 | -18.14 | -50.77 | -68.67 | -20.10 | - | - | |
| 47 | Escorts Growth Fund | Mar-2001 | 10.09 | 0.86 | -0.93 | -3.90 | - | - | - | - | - | - | |
| 48 | Franklin India Index | Jul-2000 | 8.24 | -17.60 | 0.00 | -6.26 | -7.62 | -11.87 | - | - | - | - | |
| 49 | HDFC Growth Fund | Aug-2000 | 7.09 | -29.06 | -0.46 | -5.87 | -5.20 | -23.78 | - | - | - | - | |
| 50 | IDBI PRINCIPAL Growth Fund-G | Oct-2000 | 8.57 | -14.26 | 1.21 | -5.28 | -4.86 | -12.66 | - | - | - | - | |
| 51 | Sun F&C Resurgent India Equity | May-2000 | 9.40 | -5.58 | -2.29 | -3.49 | -4.47 | -6.75 | - | - | - | - | |
| S&P CNX Nifty Total Return | 0.05 | -6.57 | -7.91 | -11.94 | -26.33 | -2.90 | 8.48 | 0.02 | |||||
| BSE 30 | 0.26 | -7.11 | -8.94 | -13.42 | -29.46 | -10.85 | 3.18 | -2.94 | |||||
| BSE 100 | -1.38 | -8.65 | -7.92 | -18.25 | -32.86 | -5.72 | 6.50 | -1.98 | |||||
| BSE 200 | -1.73 | -7.75 | -6.45 | -16.51 | -31.57 | -7.44 | 5.20 | -2.21 | |||||
| S&P CNX 500 | -1.88 | -8.54 | -7.22 | -18.77 | -33.55 | -5.90 | 7.34 | -1.95 | |||||
| Equity Funds: Infotech/Technology | |||||||||||||
| Data as on June 22, 2001 | |||||||||||||
| Rank | Fund | Launch | NAV | Since | YTD | 1 Week | 1 Mth | 3 Mth | 6 Mth | 1 Yr | |||
| 1 | Kothari Pioneer Internet Opportunities | Feb-2000 | 4.92 | -41.11 | -21.66 | -3.34 | -11.67 | -3.15 | -19.87 | -45.21 | |||
| 2 | Chola Freedom Technology | Mar-2000 | 8.36 | -50.60 | -29.69 | -3.24 | -8.93 | -13.55 | -27.49 | -53.91 | |||
| 3 | Prudential ICICI Technology | Jan-2000 | 3.15 | -56.18 | -33.96 | -4.55 | -13.46 | -10.51 | -32.55 | -53.95 | |||
| 4 | Sun F&C Emerging Technologies | Feb-2000 | 3.46 | -55.08 | -37.66 | -3.35 | -11.05 | -11.28 | -36.28 | -55.47 | |||
| 5 | Kothari Pioneer Infotech | Aug-1998 | 13.70 | 42.68 | -37.47 | -4.66 | -13.56 | -8.85 | -36.13 | -57.78 | |||
| 6 | Sector Average | -38.54 | -4.67 | -14.83 | -13.43 | -37.35 | -60.01 | ||||||
| 7 | Alliance New Millenium | Jan-2000 | 4.00 | -47.18 | -42.69 | -6.54 | -20.95 | -21.88 | -41.52 | -60.20 | |||
| 8 | DSPML Technology.com | Apr-2000 | 3.75 | -55.84 | -40.66 | -3.35 | -11.76 | -12.18 | -40.29 | -63.41 | |||
| 9 | Birla IT | Dec-1999 | 8.21 | -52.59 | -35.91 | -3.64 | -13.58 | -5.41 | -36.01 | -64.66 | |||
| 10 | K Tech | Mar-2000 | 3.05 | -61.14 | -45.56 | -5.51 | -19.40 | -16.94 | -44.16 | -64.72 | |||
| 11 | Magnum IT | Jul-1999 | 6.13 | 2.29 | -46.28 | -5.11 | -16.71 | -20.70 | -46.32 | -65.68 | |||
| 12 | UTI Software | Jun-1999 | 7.58 | -4.57 | -45.07 | -5.25 | -17.70 | -13.47 | -42.84 | -67.21 | |||
| 13 | IL&FS eCOM | Feb-2000 | 2.57 | -62.69 | -45.89 | -7.55 | -19.18 | -23.28 | -44.73 | -67.88 | |||
| BSE IT Index | -44.03 | -5.29 | -17.86 | -14.81 | -42.92 | -61.83 | |||||||
| S&P CNX Nifty Total Return | -13.45 | 0.05 | -6.57 | -7.91 | -11.94 | -26.33 | |||||||
| BSE 30 | -14.86 | 0.26 | -7.11 | -8.94 | -13.42 | -29.46 | |||||||