Fortnightly Snapshot of Mutual Funds as on 15 th Feb 2008

Fortnightly Snapshot of Mutual Funds

Categories	No. of Funds	1 Year	2 Year	3 Years
Liquid Funds
- Regular Plans	34	7.48	7.01	6.46
- Institutional Plans	20	7.62	7.19	6.66
- Super Institutional Plans	15	8.00	7.55	6.91
Liquid Plus Funds
- Regular / Institutional	42	N.A	N.A	N.A
Floating Rate Funds
- Long Term - Regular Plans	11	9.19	8.00	7.15
- Long Term - Institutional Plans	7	5.51	5.99	N.A
- Short Term - Regular Plans	20	6.74	6.55	6.10
- Short Term - Institutional Plans	11	8.72	7.92	N.A
Short Term Debt Funds
- Regular Plans	23	9.96	8.64	7.69
- Institutional Plans	9	9.85	8.49	7.68
Medium Term Debt Funds	3	0.00	0.00	0.00
Long Term Debt Funds
- Regular Plans	31	9.58	6.72	7.81
- Institutional Plans	5	10.98	8.44	7.21
- Derivative and Arbitrage Fund	16	N.A	N.A	N.A
Long Term Gilt Funds
- Regular Plans	32	9.85	6.94	5.74
- PF Plans	12	11.93	7.98	6.27
Short Term Gilt Funds	13	3.73	5.11	4.54
Dynamic/ Flexi Debt Funds	6	9.01	8.90	7.38
Monthly Income Funds
< = 20% Equity Exposure	23	7.44	6.90	8.87
> = 20% Equity Exposure	9	10.67	12.57	14.32
Equity Index Funds #
- S&P CNX Nifty Funds	13	26.90	29.76	33.93
- BSE Sensex Funds	8	17.34	22.28	30.15
Equity Funds #
- Pure Large Cap Equity Funds	40	32.11	31.49	39.54
- Pure Mid Cap Equity Funds	20	19.49	31.17	N.A
- Blend/Dynamic/Opport/Flexi Cap Equity Funds	26	35.37	32.20	N.A
- Value Style Equity Funds	16	27.53	17.74	N.A
- Global Equity Funds	10	N.A	N.A	N.A
- Theme Based Equity Funds	25	35.83	N.A	N.A
- Infrastructure Funds	13	47.87	N.A	N.A
- IT Sector Funds	7	-33.91	1.14	12.13
- FMCG Sector Funds	4	0.00	0.00	0.00
- Pharma Sector Funds	5	-11.39	-4.96	9.54
- Other Sector Funds	9	69.98	43.75	38.05
- Equity Linked Tax Saving (ELSS)	29	N.A	N.A	N.A
Balanced Funds #	22	27.86	23.11	27.64
Fund of Funds #	26	17.11	N.A	N.A

For Detailed snapshot – download the report

Categories: Mutual Funds