SEBI RIA: INA000007216
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Select MF Schemes Annualised Returns as on 31.08.2020 
VR - Value Research Ranking - 5* indicates the best, CRISIL - Ranking - 1 indicates the best
Liquid Funds: Liquid Funds are Low Risk Mutual Funds which invests in Bonds/Certificate of Deposits due to mature in less than 90 days.  Presented below Liquid funds based on Size of the Fund in descending order
Bucket 1 (Liquid Fund) Plan 1m 3m 6m VR CRISIL
Aditya Birla Sun Life Liquid Fund# Direct 3.45 3.78 4.80 4* Rank 3
Aditya Birla Sun Life Liquid Fund# Regular 3.35 3.66 4.70
Axis Liquid Direct 3.41 3.48 4.69 4* Rank 3
Axis Liquid Regular 3.33 3.40 4.63
Canara Robeco Liquid Ret Direct 3.15 3.12 3.57 2* NA
Canara Robeco Liquid Ret Regular 3.12 3.10 3.55
DSP Liquidity Direct 3.30 3.36 4.55 3* Rank 1
DSP Liquidity Regular 3.24 3.28 4.47
HDFC Liquid Direct 3.28 3.39 4.52 3* Rank 3
HDFC Liquid Regular 3.18 3.29 4.42
ICICI Prudential Liquid Fund Direct 3.40 3.64 4.80 4* Rank 3
ICICI Prudential Liquid Fund Regular 3.28 3.52 4.68
IDFC Cash Direct 3.24 3.31 4.32 2* Rank 2
IDFC Cash Regular 3.19 3.26 4.27
Invesco India Liquid Direct 3.31 3.38 4.41 2* Rank 2
Invesco India Liquid Regular 3.24 3.31 4.33
Kotak Liquid Direct 3.33 3.53 4.46 2* Rank 3
Kotak Liquid Regular 3.26 3.47 4.41
L&T Liquid Direct 3.30 3.47 4.60 3* Rank 2
L&T Liquid Regular 3.25 3.42 4.55
Mirae Asset Cash Management Direct 3.42 3.47 4.50 3* Rank 4
Mirae Asset Cash Management Regular 3.33 3.38 4.40
Motilal Oswal Liquid Fund Direct 3.04 2.96 3.44 1* NA
Motilal Oswal Liquid Fund Regular 2.88 2.81 3.28
SBI Liquid Fund Direct 3.32 3.48 4.58 3* Rank 4
SBI Liquid Fund Regular 3.24 3.40 4.50
Sundaram Money Direct 3.35 3.44 4.48 3* Rank 3
Sundaram Money Regular 3.26 3.35 4.39
Tata Liquid Fund Direct 3.41 3.51 4.85 4* Rank 2
Tata Liquid Fund Regular 3.30 3.39 4.73
DISCLAIMER: The owners/authors/publishers do not assume any responsibility for actions or non-actions taken by people who have read the content and no one shall be entitled to claim for detrimental reliance based upon any information provided or expressed herein. Your use of any information provided herein does not constitute any type of contractual relationship between yourself and the providers of this information. The owners/authors/publishers hereby disclaim all responsibility and liability for all use of any information in this material. Mutual funds are subjected to MARKET RISK and Investors are strongly recommended to read scheme documents beofre taking any Investment decisions
SEBI RIA: INA000007216
www.dyotasolutions.com
WhatsApp: 9019524765
Select MF Schemes Annualised Returns as on 31.08.2020
VR - Value Research Ranking - 5* indicates the best, CRISIL - Ranking - 1 indicates the best
Debt Schemes carry Default and Interest Rate Risk. There is a probability of sudden drop in NAV by 5-8% anytime in the event of Default or Increase in Interest Rates. Investors are requested factor loss in capital atleast in the first 2 years of Investment.
Bucket 2 (Money Market Funds) Plan 1m 6m 1Yr VR CRISIL
Aditya Birla Sun Life Money Manager Fund Direct 4.56 8.12 7.45 4* Rank 3
Aditya Birla Sun Life Money Manager Fund Regular 4.43 7.99 7.32    
Axis Money Market Fund Direct 4.47 7.62 7.30 NA NA
Axis Money Market Fund Regular 4.33 7.47 7.15
HDFC Money Market Fund Direct 4.63 8.44 7.56 4* Rank 3
HDFC Money Market Fund Regular 4.49 8.26 7.36
ICICI Prudential Money Maket Direct 4.52 7.82 7.17 3* Rank 3
ICICI Prudential Money Maket Regular 4.40 7.70 7.04
IDFC Money Manager Fund Direct 3.47 7.04 6.79 2* Rank 2
IDFC Money Manager Fund Regular 2.65 6.21 5.97
Invesco India Money Market Fund Direct 3.43 7.43 6.89 2* NA
Invesco India Money Market Fund Regular 3.08 7.08 6.57
Kotak Money Market Fund Direct 3.60 6.54 6.57 3* Rank 3
Kotak Money Market Fund Regular 3.50 6.44 6.47
L&T Money Market Fund Direct 3.36 6.94 8.81 5* Rank 1
L&T Money Market Fund Regular 2.88 6.44 8.28
Mirae Asset Savings Fund Direct NA NA NA
Mirae Asset Savings Fund Regular NA NA NA
SBI Savings Fund Direct 4.76 7.33 7.18 4* Rank 5
SBI Savings Fund Regular 4.17 6.75 6.56
DISCLAIMER: The owners/authors/publishers do not assume any responsibility for actions or non-actions taken by people who have read the content and no one shall be entitled to claim for detrimental reliance based upon any information provided or expressed herein. Your use of any information provided herein does not constitute any type of contractual relationship between yourself and the providers of this information. The owners/authors/publishers hereby disclaim all responsibility and liability for all use of any information in this material. Mutual funds are subjected to MARKET RISK and Investors are strongly recommended to read scheme documents beofre taking any Investment decisions
SEBI RIA: INA000007216
www.dyotasolutions.com  
WhatsApp: 9019524765  
Select MF Schemes Absolute Returns as on 31.08.2020  
VR - Value Research Ranking - 5* indicates the best, CRISIL - Ranking - 1 indicates the best  
Equity Schemes are high risk schemes. For the first 3 years they are likely to give only negative returns. Only SIP/STP mode of Investing is recommended and minimum time for getting returns from Equity Schemes is 7 years.   
High Risk  (LargeCap Index) Plan 1Yr 3Yr 5Yr VR CRISIL  
HDFC Index Sensex Direct 3.97% 24.58% 54.22% NA NA  
HDFC Index Sensex Regular 3.71% 23.88% 52.88%        
Nippon India Index Sensex Direct 4.34% 25.03% 52.32% 4* Rank 4
Nippon India Index Sensex Regular 3.83% 22.61% 47.82%
Tata Index Sensex Direct 4.36% 25.31% 52.32% 4* Rank 5
Tata Index Sensex Regular 3.53% 23.57% 50.16%
High Risk  (NASDAQ) Plan 1Yr 3Yr 5Yr VR CRISIL
Motilal Oswal Nasdaq 100 FOF Direct 59.50% NA NA NA NA
Motilal Oswal Nasdaq 100 FOF Regular 58.87% NA NA
High Risk  (NIFTY Next 50) Plan 1Yr 3Yr 5Yr
DSP Nifty Next 50 Index Fund Direct 3.13% NA NA NA NA
DSP Nifty Next 50 Index Fund Regular 2.82% NA NA
ICICI Prudential Nifty Next 50 Index Fund Direct 3.12% -2.74% 33.65% 2* NA
ICICI Prudential Nifty Next 50 Index Fund Regular 2.70% -3.93% 30.79%
Nippon India ETF Junior BeES Direct 3.39% NA NA NA NA
Nippon India ETF Junior BeES Regular 3.14% NA NA
Bucket 3 (Large Cap ) Plan 1Yr 3Yr 5Yr VR CRISIL
Mirae Asset Large Cap Fund Direct 6.21% 19.58% 68.87% 5* Rank 3
Mirae Asset Large Cap Fund Regular 5.05% 16.14% 61.51%
Axis Bluechip Fund Direct 6.83% 34.40% 74.13% 5* Rank 1
Axis Bluechip Fund Regular 5.57% 29.26% 63.93%
Canara Robeco Bluechip Equity Fund Direct 14.88% 30.99% 70.30% 5* Rank 1
Canara Robeco Bluechip Equity Fund Regular 13.32% 26.27% 60.55%
Bucket 3 (Large and Mid Cap) Plan 1Yr 3Yr 5Yr VR CRISIL
Canara Robeco Emerging Equities Direct 15.94% 17.27% 76.30% 5* Rank 2
Canara Robeco Emerging Equities Regular 14.55% 13.10% 66.15%
Kotak Equity Opportunities Fund Direct 9.01% 13.80% 60.69% 4* Rank 1
Kotak Equity Opportunities Fund Regular 7.83% 9.90% 51.06%
Bucket 3 (Mid Cap) Plan 1Yr 3Yr 5Yr VR CRISIL
HDFC Mid-Cap Opportunities Direct 9.61% 4.31% 50.14% 3* Rank 3
HDFC Mid-Cap Opportunities Regular 8.88% 1.59% 43.48%
Kotak Emerging Equity Scheme Direct 12.85% 12.26% 64.69% 4* Rank 3
Kotak Emerging Equity Scheme Regular 11.43% 8.21% 54.10%
Axis Midcap Direct 16.90% 38.57% 67.95% 5* Rank 1
Axis Midcap Regular 15.32% 33.57% 58.15%
L&T Midcap Direct 11.54% 1.30% 56.40% 4* Rank 3
L&T Midcap Regular 10.19% -1.89% 48.98%
Invesco India Mid Cap Direct 17.10% 23.03% 65.27% 5* Rank 2
Invesco India Mid Cap Regular 15.57% 17.35% 52.11%
Bucket 3 (Value/Contra) Plan 1Yr 3Yr 5Yr VR CRISIL
ICICI Prudential Value Discovery Direct 8.59% 10.98% 36.85% 3* Rank 2
ICICI Prudential Value Discovery Regular 8.00% 8.54% 30.62%
Invesco India Contra Direct 11.79% 26.18% 75.81% 5* Rank 1
Invesco India Contra Regular 10.56% 21.59% 64.08%
Bucket 3 (Small) Plan 1Yr 3Yr 5Yr VR CRISIL
SBI Small Cap Fund Direct 18.95% 26.85% 94.88% 5* NA
SBI Small Cap Fund Regular 17.47% 22.37% 83.37%
Axis Small Cap Direct 12.18% 30.24% 76.53% 4* Rank 1
Axis Small Cap Regular 10.30% 25.31% 66.19%
Kotak Small Cap Fund Direct 18.09% 8.48% 54.97% 4* Rank 2
Kotak Small Cap Fund Regular 16.47% 4.29% 44.33%
High Risk  (Gold) Plan 1Yr 3Yr 5Yr VR CRISIL
Aditya Birla Sun Life Gold Direct 52.24% 82.39% 103.84% 2* NA
Aditya Birla Sun Life Gold Regular 51.69% 80.76% 100.95%
Axis Gold Direct 52.92% 83.35% 98.85% 3* NA
Axis Gold Regular 52.51% 80.93% 92.07%
ICICI Prudential Regular Gold Savings Fund (FOF) Direct 51.84% 84.40% 103.06% 5* NA
ICICI Prudential Regular Gold Savings Fund (FOF) Regular 51.53% 82.70% 100.63%
Nippon India Gold Savings Direct 53.79% 82.94% 104.08% 3* NA
Nippon India Gold Savings Regular 53.32% 80.60% 99.59%
SBI Gold Direct 54.18% 85.10% 104.00% 3* NA
SBI Gold Regular 53.52% 82.79% 99.77%
Bucket 3 (ELSS) Plan 1Yr 3Yr 5Yr VR CRISIL
Axis Long Term Equity Direct 6.03% 24.91% 59.02% 5* Rank 2
Axis Long Term Equity Regular 5.20% 21.45% 51.23%
Aditya Birla Sun Life Tax Relief 96 Direct 10.23% 16.02% 55.75% 4* Rank 2
Aditya Birla Sun Life Tax Relief 96 Regular 9.19% 12.46% 48.17%
Kotak Tax Saver Fund Direct 6.37% 13.21% 54.18% 3* Rank 2
Kotak Tax Saver Fund Regular 5.07% 9.28% 44.40%
Canara Robeco Equity Tax Saver Direct 13.32% 27.72% 61.58% 5* Rank 1
Canara Robeco Equity Tax Saver Regular 12.22% 24.30% 55.29%
Invesco India Tax Plan Direct 8.81% 22.44% 61.76% 4* Rank 2
Invesco India Tax Plan Regular 7.63% 17.47% 50.03%
DISCLAIMER: The owners/authors/publishers do not assume any responsibility for actions or non-actions taken by people who have read the content and no one shall be entitled to claim for detrimental reliance based upon any information provided or expressed herein. Your use of any information provided herein does not constitute any type of contractual relationship between yourself and the providers of this information. The owners/authors/publishers hereby disclaim all responsibility and liability for all use of any information in this material. Mutual funds are subjected to MARKET RISK and Investors are strongly recommended to read scheme documents beofre taking any Investment decisions
www.dyotasolutions.com
SEBI RIA : INA000007216
WhatsApp: 9019524765
Performance of NPS Scheme Category as on 31.08.2020
Equity Schemes are high risk schemes. For the first 3 years they are likely to give only negative returns. Only SIP/STP mode of Investing is recommended and minimum time for getting returns from Equity Schemes is 7 years. 
Tier 1 - E 1Yr 3Yr 5Yr 10 Yr
SBI -1.03% 2.72% 5.76% 8.42%
LIC -2.50% 1.02% 4.21% NA
UTI -1.29% 2.45% 5.74% 8.14%
Birla 4.39% 4.67% NA NA
ICICI  -0.43% 2.56% 5.42% 9.66%
HDFC 1.74% 3.81% 6.83% NA
KOTAK 1.68% 3.19% 6.14% 8.68%
Tier 1 - G 1Yr 3Yr 5Yr 10 Yr
SBI 12.43% 10.15% 10.96% 10.17%
LIC 12.01% 11.06% 11.87% NA
UTI 12.34% 9.70% 10.45% 9.67%
Birla 12.15% 9.69% NA NA
ICICI  11.64% 9.97% 10.77% 10.08%
HDFC 12.79% 10.31% 10.94% NA
KOTAK 12.14% 9.91% 10.97% 10.02%
Tier 1 - C 1Yr 3Yr 5Yr 10 Yr
SBI 12.41% 9.20% 10.07% 10.48%
LIC 12.43% 8.88% 10.75% NA
UTI 12.26% 8.79% 9.82% 10.12%
Birla 13.13% 10.64% NA NA
ICICI  11.37% 9.08% 10.07% 10.79%
HDFC 12.79% 9.37% 10.24% NA
KOTAK 9.72% 8.06% 9.53% 10.19%
Tier 1 - A 1Yr 3Yr 5Yr 10 Yr
SBI 15.16% 10.86% NA NA
LIC 6.77% 8.08% NA NA
UTI 5.29% 6.61% NA NA
Birla 4.43% 6.30% NA NA
ICICI  3.46% 7.00% NA NA
HDFC 7.43% 8.92% NA NA
KOTAK 9.01% 8.49% NA NA
DISCLAIMER: The owners/authors/publishers do not assume any responsibility for actions or non-actions taken by people who have read the content and no one shall be entitled to claim for detrimental reliance based upon any information provided or expressed herein. Your use of any information provided herein does not constitute any type of contractual relationship between yourself and the providers of this information. The owners/authors/publishers hereby disclaim all responsibility and liability for all use of any information in this material. Mutual funds are subjected to MARKET RISK and Investors are strongly recommended to read scheme documents beofre taking any Investment decisions