As the name suggests, high risk mutual funds carry a greater degree of risk in comparison to regular mutual funds. High risk mutual funds have excellent potential of generating high returns. Though these funds are volatile and risky, they provide great dividends to an investor. High risk mutual funds are suitable for investors with a high-risk appetite. Also, an investor is required to actively review the performance of these funds from time-to-time. Note: All information has been sourced from the official website of IndiaBulls AMC
| Name | Quant Tax Plan |
|---|---|
| Type | Equity: ELSS |
| Benchmark | NIFTY 50 Total Return |
| Investment Objective | To achieve long term capital appreciation by maintaining diversified portfolios of equities across sectors. Investments are made essentially in large cap stocks. Mid cap companies with proven fundamentals and having potential to outperform the market are also chosen for investments |
| Risk | Moderately High |
| Fund Manager | Shamil Mehra, Rochan Pattnayak |
| Return Rate 1 Yr | 8.38% |
| Return Rate 3 Yrs | 10.11% |
| Return Rate 5 Yrs | 13.05% |
| AUM | Rs. 11 crore (As on Oct 31, 2019) |
| Name | Aditya Birla Sun Life Tax Plan |
|---|---|
| Type | Equity: ELSS |
| Benchmark | S&P BSE Sensex TRI |
| Investment Objective | Achieving long term growth of capital along with income tax relief to investment |
| Risk | Moderately High |
| Fund Manager | Ajay Garg |
| Return Rate 1 Yr | 6.16% |
| Return Rate 3 Yrs | 11.25% |
| Return Rate 5 Yrs | 10.96% |
| AUM | Rs. 619 crore (As on Oct 31, 2019) |
| Name | DSP Tax Saver Fund |
|---|---|
| Type | Equity: ELSS |
| Benchmark | NIFTY 500 TRI |
| Investment Objective | To generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time |
| Risk | Moderately High |
| Fund Manager | Rohit Singhania |
| Return Rate 1 Yr | 15.80 |
| Return Rate 3 Yrs | 10.68 |
| Return Rate 5 Yrs | 10.77 |
| AUM | Rs. 6,103 crore (As on Oct 31, 2019) |
| Name | ICICI Prudential Asset Allocator Fund |
|---|---|
| Type | Hybrid: Balanced Hybrid |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index |
| Investment Objective | To generate capital appreciation primarily from a portfolio of equity, debt, and gold schemes accessed through the diversified investment styles of underlying schemes. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved |
| Risk | Moderately High |
| Fund Manager | Dharmesh Kakkad, Sankaran Naren, Manish Banthia |
| Return Rate 1 Yr | 9.57% |
| Return Rate 3 Yrs | 10.90% |
| Return Rate 5 Yrs | 9.53% |
| AUM | Rs. 4,372 crore (As on Oct 31, 2019) |
| Name | DSP Focus Fund |
|---|---|
| Type | Equity: Multi Cap |
| Benchmark | S&P BSE 200 TRI |
| Investment Objective | Generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives |
| Risk | Moderately High |
| Fund Manager | Gopal Agrawal, Jay Kothari |
| Return Rate 1 Yr | 18.57% |
| Return Rate 3 Yrs | 10.35% |
| Return Rate 5 Yrs | 9.28% |
| AUM | Rs. 1,994 crore (As on Oct 31, 2019) |
| Name | Mirae Asset Large Cap Fund |
|---|---|
| Type | Equity: Large Cap |
| Benchmark | NIFTY 100 TRI |
| Investment Objective | To generate long term capital appreciation by capitalizing on potential investment opportunities by predominantly investing in equities of large cap companies |
| Risk | Moderately High |
| Fund Manager | Gaurav Misra, Neelesh Surana, Harshad Borawake |
| Return Rate 1 Yr | 12.53% |
| Return Rate 3 Yrs | 13.62% |
| Return Rate 5 Yrs | 11.42% |
| AUM | Rs. 15,897 crore (As on Oct 31, 2019) |
| Name | L&T Infrastructure Fund |
|---|---|
| Type | Equity: Sectoral-Infrastructure |
| Benchmark | NIFTY Infrastructure TRI |
| Investment Objective | To generate capital appreciation by investing predominantly in equity and equity related instruments of companies in the infrastructure sector |
| Risk | High |
| Fund Manager | Soumendra Nath Lahiri |
| Return Rate 1 Yr | -4.61% |
| Return Rate 3 Yrs | 7.75% |
| Return Rate 5 Yrs | 8.25% |
| AUM | Rs. 1,786 crore (As on Oct 31, 2019) |
| Name | Kotak Infrastructure and Economic Reform Fund |
|---|---|
| Type | Equity: Sectoral-Infrastructure |
| Benchmark | India Infrastructure TRI |
| Investment Objective | To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. There is no assurance that the investment objective of the Scheme will be achieved |
| Risk | High |
| Fund Manager | Harish Krishnan |
| Return Rate 1 Yr | 6.41% |
| Return Rate 3 Yrs | 6.33% |
| Return Rate 5 Yrs | 7.49% |
| AUM | Rs. 356 crore (As on Oct 31, 2019) |
| Name | Principal Credit Risk Fund |
|---|---|
| Type | Debt: Credit Risk |
| Benchmark | NIFTY Credit Risk Bond |
| Investment Objective | To generate income and capital gains by predominantly investing in a portfolio of AA and below rated corporate debt securities across the credit spectrum within the investment grade |
| Risk | Moderate |
| Fund Manager | Gurvinder Singh Wasan |
| Return Rate 1 Yr | 0.35% |
| Return Rate 3 Yrs | 4.56% |
| Return Rate 5 Yrs | 6.29% |
| AUM | Rs. 45 crore (As on Oct 31, 2019) |
| Name | PGIM India Credit Risk Fund |
|---|---|
| Type | Debt: Credit Risk |
| Benchmark | CRISIL 10 Year Gilt Index |
| Investment Objective | To generate income and capital appreciation by investing predominantly in AA and below rated corporate debt (excluding AA+ rated corporate bonds). However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns. |
| Risk | NA |
| Fund Manager | Kumaresh Ramakrishnan |
| Return Rate 1 Yr | 4.09% |
| Return Rate 3 Yrs | 5.25% |
| Return Rate 5 Yrs | 7.43% |
| AUM | Rs. 428 crore (As on Oct 31, 2019) |
| Name | Invesco India Ultra Short Term Fund |
|---|---|
| Type | Debt: Ultra Short Duration |
| Benchmark | CRISIL Ultra ST Debt |
| Investment Objective | Generate accrual income by investing in a portfolio of short term Money Market and Debt Instruments |
| Risk | Moderate |
| Fund Manager | Nitish Sikand |
| Return Rate 1 Yr | 8.19% |
| Return Rate 3 Yrs | 7.45% |
| Return Rate 5 Yrs | 8.01% |
| AUM | Rs. 726 crore (As on Oct 31, 2019) |
| Name | Kotak Medium Term Fund |
|---|---|
| Type | Debt: Medium Duration |
| Benchmark | NIFTY Medium Duration |
| Investment Objective | Generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments |
| Risk | Moderate |
| Fund Manager | Deepak Agrawal |
| Return Rate 1 Yr | 7.73% |
| Return Rate 3 Yrs | 6.27% |
| Return Rate 5 Yrs | 8.00% |
| AUM | Rs. 3,412 crore (As on Oct 31, 2019) |
