Recommended Equity Schemes
Largecap Funds DSPML Top100 Equity Fund DWS Alpha Equity Fund Franklin India Prima Plus HDFC Top 200 ICICI Prudential Growth Plan Blend Funds DSPML Equity Fund HDFC Equity Fund Kotak Opportunities Fund SBI Magnum Multiplier Plus 93 SBI Magnum Sector Fund Umbrella Contra Midcap Funds Birla Midcap Fund Principal Tax Savings Fund SBI Magnum Global Fund 94 Sundaram BNP Paribas Select Midcap Reliance Growth Fund
Top 5 Schemes
1. 2. 3. 4. 5. DSPML Top100 Equity Fund Franklin India Prima Plus HDFC Equity Fund Kotak Opportunities Fund Sundaram BNP Paribas Select Midcap
Schemes Detail
Schemes Large cap Funds DSPML Top 100 Equity Fund DWS Alpha Equity Fund Franklin India Prima Plus HDFC Top 200 ICICI Prudential Growth Plan Blend Funds DSPML Equity Fund HDFC Equity Fund Kotak Opportunities Fund SBI Magnum Multiplier Plus 93 SBI Magnum Sector Fund Umbrella Contra Midcap Funds Birla Midcap Fund Principal Tax Savings Fund SBI Magnum Global Fund 94 Sundaram BNP Paribas Select Midcap Reliance Growth Fund 10-Sep-02 1-Jan-96 30-Jul-02 07-Oct-95 550.93 276.06 2,144.50 5,179.81 Sanjay Chawla
R Srinivasan
Inception Date
AUM (crores)
Fund Manager
Work Experience
10-Mar-03 21-Jan-03 11-Oct-96 4-Jun-96 7-Apr-97 01-Jan-95 09-Sep-04 14-Jan-93 3-Jul-99
565.41 81.19 2,412.22 554.84 1,177.29 5,257.12 244.44 1,088.10 2,357.13
Apoorva Shah
Suresh Soni
18 years 10 years 15 & 10 yrs 15 years 11 years 18 years 15 years 15 years 17 years 17 years 13 years 13 years 17 yrs 15 yrs 15 yrs
29-Sep-94 1,773.65
R.Sukumar & Anand Radhakrishnan
Prashant Jain Deven Sangoi
Apoorva Shah Prashant Jain Mr Krishna Sanghvi
Sanjay Sinha Sanjay Sinha
30-Sep-94 1,786.65
Sanjay Sinha N. Prasad Sunil Singhania
Drashti Investments
Email: drashti.investments@rediffmail.com
Performance of Schemes vis a vis Benchmark
Scheme Name SBI Magnum Multiplier Plus 93 SBI Magnum Sector Fund Umbrella - Contra SBI Magnum Global Fund 94 Reliance Growth Fund DSPML Top 100 Equity Fund BSE 100 DWS Alpha Equity Fund ICICI Prudential Growth Plan DSPML Equity Fund Principal Tax Savings Fund NSE 50 HDFC Top 200 BSE 200 Franklin India Prima Plus HDFC Equity Fund Kotak Opportunities Fund NSE 500 Birla Midcap Fund Sundaram Select Midcap CNX Midcap 100 1 Yr 59.2 50.73 37.8 62.6 55.42 49.82 57.89 38.96 52.14 62.22 45.73 44.65 49.17 48.29 41.7 71.5 48.44 61.95 45.42 57.7 2 Yr 54.6 53.09 51.5 54.81 54.7 49.44 58.27 45.26 51.92 57.09 47.4 46.27 48.41 51.27 44.24 60.03 45.31 51.66 57.99 44.42 3 Yr 62.88 63.69 62.76 61.74 51.83 45.96 50.84 48.23 55.38 54.67 43.29 50 44.34 50.52 50.64 61.46 43.35 53.18 59.61 52.09 5 Yr 63.89 69.61 67.57 71.24 NA 45.41 NA 46.49 60.68 55.92 40.51 57.73 45.21 54.6 57.75 NA 45.64 57.95 67.15 61.73 7 Yr 28.77 50.23 36.9 50.21 NA 25.64 NA 28.97 34.8 NA 24.03 40.06 27.48 37.74 40.66 NA 26.56 NA NA 37.87 10 Yr 27.01 NA NA 42.13 NA 21.03 NA NA 31.15 NA 18.79 NA 21.96 39.52 NA NA 22.22 NA NA NA
Major out performance (around 1020%) can be seen in longer periods
Consistency is among the highest..
Scheme Name DWS Alpha Equity Fund DSPML Top 100 Equity Fund HDFC Equity Fund Kotak Opportunities Fund HDFC Top 200 - Gr. Franklin India Prima Plus ICICI Prudential Growth Plan DSPML Equity Fund SBI Magnum Multiplier Plus 93 SBI Magnum Sector Fund Umbrella Contra Sundaram Select Midcap Birla Midcap Fund Principal Tax Savings Fund SBI Magnum Global Fund 94 Reliance Growth Fund Average of Diversified Fund YTD 2007 57.08 52.17 41.81 67.91 44.06 43.92 37.96 47.44 53.19 50.67 41.25 58.38 60.33 35.93 57.14 44.58 CY 2006 49.01 46.60 35.86 38.70 37.44 49.36 42.77 47.09 49.89 50.47 60.77 35.09 43.36 56.77 41.00 34.92 CY 2005 31.22 42.90 62.70 58.74 55.25 47.61 49.53 52.93 70.08 71.03 61.36 54.96 45.97 77.87 68.73 48.03 CY 2004 23.91 22.33 25.79 NA 25.52 25.49 11.70 30.13 31.34 64.49 34.10 31.10 34.62 66.50 41.12 CY 2003 NA NA 125.21 NA 132.71 105.53 94.26 128.66 117.34 112.54 155.47 111.90 94.83 99.46 155.66 Out Perf. 2/4 2/4 3/5 3/3 3/5 1/5 2/5 5/5 5/5 5/5 4/5 5/5 3/5 3/5 5/5
27.67 109.89
Out performance is only for complete Calendar years; for other periods performance is till November 30, 2007
Drashti Investments
Email: drashti.investments@rediffmail.com
Risk-Return Data Schemes
Birla Midcap Fund DSPML Top 100 Equity Fund HDFC Equity Fund Kotak Opportunities Fund Sundaram Select Midcap Franklin India Prima Plus DWS Alpha Equity Fund Principal Tax Savings Fund HDFC Top 200 ICICI Prudential Growth Plan DSPML Equity Fund SBI Magnum Global Fund 94 SBI Magnum Multiplier Plus 93 SBI Magnum Sector Fund Umbrella Contra Reliance Growth Fund
Avg. Qtrly Sharpe Return
10.20 10.54 9.27 10.37 10.84 10.59 10.58 10.61 9.68 9.38 10.43 9.97 11.18 10.69 9.63 0.59 0.80 0.74 0.72 0.81 0.75 0.72 0.60 0.71 0.70 0.69 0.63 0.67 0.70 0.68
Beta
1.02 0.79 0.71 0.83 0.72 0.84 0.83 1.02 0.79 0.77 0.91 0.89 1.00 0.90 0.84
Alpha Quartile
1.83 4.22 3.57 4.34 4.07 4.18 3.05 2.72 2.61 2.58 2.92 2.48 3.01 3.02 2.85 2 1 1 1 1 1 2 2 2 1 1 2 1 1 1
Methodology
Avg. quarterly return is for last 2 years and are absolute returns; Last Quarter Sept 2007; Quartile is as per rank based on risk-adjusted returns
Schemes are selected based on following criteria: a) Consistency of better performance of diversified Equity schemes on the basis of calendar years for last 5 years b) Risk Adjusted Return based QoQ performance for last 2 years
c) Qualitative analysis of the fund house and scheme
d) Quartile ranking is done by bifurcating diversified equity schemes in 4 groups, i.e., Quartile ranking 1 means top 25% diversified equity schemes based on their risk-adjusted returns and Quartile ranking 4 means bottom 25% diversified equity schemes based on their risk-adjusted returns Bifurcation of diversified Equity scheme based on market capitalisation a) Largecap Stock: Stock with market capitalisation equal to or above the cut-off market capitalisation where cumulated market capitalisation (calculated in Descending order) is 70% of total market capitalization of BSE (source: capitaline software) b) Largecap Fund: % holding in Largecap stocks should be >= 70% c) Blend Fund: % holding in Largecap stocks should be < 70% & >=40%
d) Midcap Fund: % holding in Largecap stocks should be < 40%
Drashti Investments
Email: drashti.investments@rediffmail.com