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Best mutual funds to invest in 2011 : DSPBR Top 100 Equity Reg

DSPBR Top 100 Equity Reg is an open ended large cap equity fund bench-marked against BSE 100 running for 7 years now. It has returned a staggering 35% since launch, that is no small feat for a fund whose net assets have now swelled to Rs 2,773/- crores. With a low risk taking capacity and a above average return, this fund should be on the top of your shopping cart in 2011. Returns in % DSPBR Top 100 Eqt Reg Fund Category Since Launch 35.11 5 yr 3 yrs 1 yr 21.99 3.78 17.23 16.38 18.2 0.09

2. Best mutual funds to invest in 2011 : DSPBR Balanced DSPBR Balanced is a hybrid equity oriented mutual fund that is bench marked against CRISIL Balanced. With a track record of 11 years and a below average risk profile, the returns have been above average around 18%. The corpus of around Rs 790/- crores makes it easy for the fund manager to manage the fund. As of writing, the portfolio allocation between equity and debt stood at 75% and 25% approx. Returns in % DSPBR Balanced Fund Category Since Launch 5 yr 18.06 3 yrs 1 yr

18.57 5.22 16.11 14.28 2.02 16.49

3. Best mutual funds to invest in 2011 : Franklin India Bluechip

Franklin India Bluechip fund is a veteran of a fund its running for some 17 years now. Bench marked against the Sensex, the returns have been high, around 26.5% since launch. With a low risk profile and a steep orientation towards large cap stocks, this fund is a great gem to have. Its long term outlook on stocks and ability to give returns to investors without taking unnecessary risks makes it a top contender in your portfolio for 2011. Returns in % Franklin India Bluechip Fund Category Since Launch 5 yr 26.64 3 yrs 1 yr

19.24 4.89 19.87 15.39 -1.15 14.32

4. Best mutual funds to invest in 2011 : Birla Sun Life Frontline Equity

Bench marked against the BSE 200 this 9 year old fund has come in the lime light since 2006. Birla Sun Life Frontline Equity has an allocation to both large caps and mid caps in fact, its allocation to mid caps has risen of late currently mid caps account for 20% of the portfolio while the rest is held by large caps. With a below average risk profile and a great fund manager at the helm of affairs, Birla Sun Life Frontline Equity should feature as a must have open ended diversified equity fund in your portfolio for 2011. Returns in % Birla Sun Life Frontline Equity Fund Category Since Launch 30.66 5 yr 3 yrs 1 yr 21.79 3.83 14.66 15.39 13.13 2.31

5. Best mutual funds to invest in 2011 : HDFC Top 200

This 14 year old fund needs no introduction. Up against BSE 200, it has delivered 26% returns since launch and has always maintained a low risk profile. This should form the core part of your portfolio nearly 80% of its holdings are held in large cap and the rest in mid and small caps. A long term track record and process oriented management makes it one of the best equity diversified mutual funds for every portfolio in 2011. Returns in % HDFC Top 200 Fund Category Since Launch 25.89 5 yr 22.06 15.39 3 yrs 8.53 1 yr 20.86

-2.31 13.13

6. Best mutual funds to invest in 2011 : HDFC Prudence HDFC Prudence has been in existence since 1994 and with an annual returns of around 22%, it has exhibited prudence in delivering returns for investors. It did falter in 2007 and 2008 but has come back strongly to show it can be relied upon. Nearly 50% of its portfolio is in large caps while the rest is in small and mid caps. As of writing, it has maintained a 75% allocation to equity and 25% in debt. A great choice in the hybrid category for year 2011. Returns in % HDFC Prudence Fund Category Since Launch 21.99 5 yr 3 yrs 1 yr

20.23 9.21 22.79 13.74 1.27 13.07

7. Best mutual funds to invest in 2011 : HDFC Tax Saver Another one from the HDFC stable, this ELSS (Equity Linked Saving Scheme) fund has returned a staggering 35% since its launch 15 years ago. Bench marked against S&P CNX 500, it has delivered high returns with a moderate risk profile. As of writing it has maintained 60% allocation to large cap stocks and the rest to mid and small cap. Nearly 90% of its holding is in equity. Returns in % HDFC Taxsaver Fund Category Since Launch 34.5 5 yr 3 yrs 1 yr 21.39

16.84 5.35

13.42 -2.75 14.53

8. Best mutual funds to invest in 2011 : Canara Robeco Equity Tax Saver

This 17 year old ELSS (Equity Linked Savings Scheme) mutual fund has delivered returns of 16% year on year. Its bench marked against BSE 100 and nearly 60% of its holding is in large cap stocks and the rest in mid cap and small cap. A small net asset of Rs 230 crores makes it easier for the fund manager to manage this fund well. With a mantra of long term investment strategy and well diversified portfolio, its hard to avoid this fund this year. Returns in % Canara Robeco Equity Tax Saver Fund Category Since Launch 16.22 5 yr 3 yrs 1 yr 21.44 6.51 21.15 13.42 14.53 2.75

9. Best mutual funds to invest in 2011 : Canara Robeco Income Like Sahara Income (No. 10 down below), Canara Robeco Income is bench marked against CRISIL Comp BFI and is 9 years old. Majority of its holdings are in debentures, GOI securities and commercial paper. Certificate of deposits and treasury bills also feature in the portfolio. The average credit rating of AAA makes it a safe parking avenue for investors. With a return of 8.8% in the debt category, Canara Robeco Income makes for a great asset in your 2011 portfolio. Returns in % Canara Robeco Income Fund Category Since Launch 8.89 5 yr 3 yrs 1 yr

10.16 13.37 4.98 6.32 6.35 4.74

10. Best mutual funds to invest in 2011 : Sahara Income

As the name goes, the intent of this open ended fund is to generate regular income through investments in debt instruments most of its investments are in certificate of deposits and commercial paper. The average credit rating of holdings is AAA which makes it a safe mutual fund hence the risk profile of the fund is very very low. The returns have been above average when compared to the benchmark CRISIL Comp BFI. Around for some 9 years now, Sahara Income is a must have debt oriented mutual fund in your portfolio in 2011. Returns in % Sahara Income Fund Category Since Launch 7.09 5 yr 3 yrs 1 yr 5.46 4.74

8.63 9.86 6.32 6.35

Are there any mutual funds you know of which needed to make it to the list

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