SEBI RIA: INA000007216
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Select Liquid MF Schemes Status as of 30-11-2020
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.  
Bucket 1 (Liquid Fund) Maturity (Avg Months) YTM % VR CRISIL
Aditya Birla Sun Life Liquid Fund Direct Plan Growth 1.08 3.37 5* 4
Axis Liquid Fund Direct Plan Growth 1.20 3.23 4* 3
Canara Robeco Liquid Fund Direct Plan Growth 1.20 3.17 2* 1
DSP Liquidity Fund Direct Plan Growth 0.96 3.20 3* 3
IDFC Cash Fund Direct Plan Growth 0.96 3.18 2* 3
Invesco India FundLiquid Direct Plan Growth 1.32 3.22 2* 3
Kotak Liquid Fund Direct Plant Growth 1.32 3.24 3* 4
L&T Liquid Fund Direct Plan Growth 1.08 3.21 3* 2
Mirae Asset Cash Management Direct Plan Growth 1.08 3.36 3* 2
Motilal Oswal Liquid Fund Direct Plan Growth 0.72 3.28 1* 1
SBI Liquid Fund Direct Plan Growth 1.08 3.22 3* 3
Sundaram Money Fund Direct Plan Growth 1.32 3.27 3* 3
Tata Liquid Fund Direct Plan Growth 1.20 3.30 4* 3
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:+919019524765
Select MF Schemes Status as of 30-11-2020
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.Debt Fund Portfolio should we be well diversified
Bucket 2 (Debt Funds) Category YTM % Maturity Avg (Yrs) VR CRISIL
Aditya Birla Sun Life Money Manager Fund - Direct Plan - Growth Money Market 3.73 0.37 4* 4
HDFC Money Market Fund Direct Plan Growth Money Market 3.54 0.32 5* 3
ICICI Prudential Money Market Fund Direct Plan Growth Money Market 3.54 0.38 3* 3
L&T Money Market Fund Direct Plan Growth  Money Market 3.59 0.44 4* 3
SBI Savings Fund Direct Plan Growth Money Market 3.77 0.32 3* 4
HDFC Floating Rate Fund Floater 5.25 2.52 NA NA
Nippon India Floating Interest Fund Floater 4.96 2.75 NA NA
ICICI Prudential Ultra Short Fund Direct Plan Growth Ultra Short 4.85 0.48 5* 4
Kotak Low Duration Fund Direct Plan Growth Low Duration 4.72 0.98 5* 3
Mirae Asset Savings Fund Direct Plan Growth Low Duration 4.15 0.98 3* 5
Axis Banking and PSU Debt Fund Direct Plan Growth Banking & PSU 4.54 1.90 5* 3
IDFC Banking & PSU Debt Fund Banking & PSU 4.68 2.39 4* 2
Risk Indicator for Various Categories
Money Market  Moderate
Floater  Moderately High
Low Duration  Moderately High
Ultra Short Term Fund  Moderately High
Banking & PSU Moderately High
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: +919019524765  
Select Equity MF Schemes Absolute Returns as on 30-11-2020  
VR - Value Research Ranking - 5* indicates the best, CRISIL - Ranking - 1 indicates the best  
Equity/Gold Schemes are high risk schemes. For first 3 years they are likely to give negative returns. Equity/Gold Funds are suitable for Investors who have adequate Investments available in Low&Medium Risk Funds to meet next 5 year Financial Needs and over all Equity Allocation in Family Portfolio is less than 30%  
Bucket 3 (Small) Plan 3Yr 5Yr 10Yr VR CRISIL
DSP Small Cap Fund Direct 2.93% 62.12% NA 3* 3
DSP Small Cap Fund Regular 0.72% 56.77% 296.87%
L&T Emerging Businesses Fund Direct -6.33% 67.04% NA 3* 4
L&T Emerging Businesses Fund Regular -9.25% 59.41% NA
Motilal Oswal Nifty Small Cap 250 Index Fund Direct NA NA NA NA NA
Motilal Oswal Nifty Small Cap 250 Index Fund Regular NA NA NA
High Risk  (Gold) Plan 3yr 5Yr 10Yr VR CRISIL
Aditya Birla Sun Life Gold Direct 61.02% 94.66% NA 2* NA
Aditya Birla Sun Life Gold Regular 59.55% 91.84% NA
Axis Gold Direct 65.70% 86.43% NA 3* NA
Axis Gold Regular 63.81% 80.57% NA
ICICI Prudential Regular Gold Savings Fund (FOF) Direct 62.37% 84.55% NA 4* NA
ICICI Prudential Regular Gold Savings Fund (FOF) Regular 60.84% 82.20% NA
Nippon India Gold Savings Direct 62.82% 86.41% NA 3* NA
Nippon India Gold Savings Regular 60.86% 82.34% NA
SBI Gold Direct 63.47% 87.23% NA 3* NA
SBI Gold Regular 61.45% 83.37% 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
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Performance of NPS Scheme Category as on 29.10.2020
NPS Allows Shifting between E-C-G-A, twice in a year. Current Recommended Ratio is E-10%, C-75%, G-10%, A-5%
Tier 1 - E 3Yr 5Yr Since Inception
SBI 3.54% 7.99% 8.57%
LIC 1.33% 6.34% 9.07%
UTI 3.23% 7.98% 9.98%
Birla 4.29% NA 7.05%
ICICI  3.49% 7.76% 10.03%
HDFC 4.43% 9.01% 12.05%
KOTAK 3.12% 8.12% 9.38%
Tier 1 - G 3Yr 5Yr Since Inception
SBI 10.52% 10.37% 10.22%
LIC 11.56% 11.29% 11.93%
UTI 10.08% 9.85% 9.16%
Birla 10.33% NA 10.27%
ICICI  10.38% 10.20% 9.48%
HDFC 10.88% 10.46% 10.88%
KOTAK 10.37% 10.39% 9.42%
Tier 1 - C 3Yr 5Yr Since Inception
SBI 9.63% 9.78% 10.75%
LIC 9.60% 9.69% 10.67%
UTI 9.08% 9.46% 9.68%
Birla 10.30% NA 10.87%
ICICI  9.54% 9.79% 10.72%
HDFC 9.90% 10.00% 10.82%
KOTAK 8.43% 9.15% 10.36%
Tier 1 - A 3Yr 5Yr Since Inception
SBI 11.04% NA 9.88%
LIC 8.40% NA 7.81%
UTI 6.33% NA 6.33%
Birla 6.08% NA 6.14%
ICICI  7.14% NA 6.95%
HDFC 8.47% NA 8.47%
KOTAK 8.51% NA 7.74%
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