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Sunday, December 27, 2009

MFs that outperformed Sensex over 5 years


MFs that outperformed Sensex over 5 years


During last one year alone, value funds like ICICI Prudential Discovery, Tata Equity PE, Templeton India Growth and UTI Master Value have delivered over 100% returns, beating the market returns of about 65%-70 % and the 82% average returns posted by the category of diversified equity schemes.



Check out Mutual Funds that outperformed Sensex over 5 years



1- Mutual Fund Scheme: ICICI Prudential Discovery


Date of Launch: July, 2004

AUM (Rs crore): 502.1

*Absolute Returns(%):

1 Year: 131.7

3 Years: 46.6

5 Years: 221.4

*Returns as on December 16 2009

2- Mutual Fund Scheme: Tata Equity PE
Date of Launch: July, 2004

AUM (Rs crore): 209.0

*Absolute Returns(%):

1 Year: 100.8

3 Years: 72.8

5 Years: 217.6

*Returns as on December 16 2009



3-Mutual Fund Scheme: Templeton India Growth

Date of Launch: August, 1996

AUM (Rs crore): 411.2

*Absolute Returns (%):

1 Year: 91.9

3 Years: 61.8

5 Years: 194.4

*Returns as on December 16 2009

4-Mutual Fund Scheme: UTI Master Value
Date of Launch: June, 1998

AUM (Rs crore): 378.8

*Absolute Returns (%):

1 Year: 104.1

3 Years: 41.3

5 Years: 123.0

*Returns as on December 16 2009



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