QUARTERLY REVIEW...
A QUICK RECAP OF HOW OLM PICKS HAVE DONE IN THE LAST QUARTER
a RETURI EXPENSE| MIN. INV Tay
RATIO] MENT(RS)|
EQUITY -LARGE CAP
CORE:
BiaSunlifeFrontine Equity 8482__2645—1269_—-2507_—_—193 5,000 skies Astute stockpckng sil ofthe fund manager
DSP BlackRock Top 100 947i 2157 002536 —*182 5,000 eke Quick to book profits and protect downside
Equity
Fidelity Equity Mil 3644114658186 5000 skacke Process that defines the performance
Franklin nda Indo iy 42511834 6221825 1.00 5,000 eae One of Inia’ odes index funds
Franklin laa Prima Pas W881 26956 2296 ——*192 5,000 ect Consistent performance acoss market eyes
HDFC Equity 26202 4217 «1590 ~—«2661——«*BL 5,000 xaex Lon downside sk and consistent performance
across market cycles
HDECTop 200 199572970 16842686180 5000 tok Conservative but a performer
Templeton Indo Gromth 11564-3262 ~«482 «BI 219 5000 ice Impressive long-term track ecord An aggressive
large-cap fund
UTI Opportunies ST a6 1558-1880 208 5000 kAH Does not miss any investing opportunities
Nifty BeES 544161903740 1947 050 «10.000 eee Offers an excelent opportunity for conservative
investors to enter the market t lo levels
Reliance RSF Equity 3047 3353992 ABT «186 500 eirkek Quick to spot opportunites and get in and out
of stocks
UTINfy oo 6957S 5000 kick Low expense ratio and tracking eror
SATELLITE |
DSP BlackRock nda Tiger 41 2091 666 B95 18h 5,000 _sekck Consistent performance since inception
ICICIPrudenis Dynamic —«“TOL64—=«S64T.—«T1S—=«7480 «188 5,000 eck Manages cash postion aggressively; one of CICL
Mutual Funds better schemes
ICICI Prudential Infrastructure 3014 18.06 «1059 —sNAT 183 5000 seis Its bias for large-cap stocks and adequate diver:
sification makes tthe best nkastructure theme
fund nits category deal for sk prone investors
IDFC imperial Equity-A 1867 1670 ~=«1211—sNAT 140 5,000 teketok Has done well in protecting the downside. Good
foralimited amount of exposure fornow
DSP BlackRock Ecuity som MBS MTT ABT 5000 kxkkH —Flexblty to switch between market caps the
funds biggest strength and ithas helped the fund
perform welin both ring and fling maets
UTI Dividend Vield 301s «352—«83SSBSSSC«CSD 51000 eckckk The only large-cap oriented dividend yield fund
that quickly adapts to changing markets, moving
in and out of stocks and sectors swiftly. Animble
footed fund
ETE
Bila Sun Life Mid Cap mss 3174 12242428200 5000 oie Strong fund management; arimble-footed
mid-cap fund
Reliance Growth 46109 «BM 86O 52979 5000 cick Flesbilty to switch between market caps while
retaining it mid-cap flavour has helped the fund
perform wel in sing as welas fling markets
IDFC Premier Equity A 31644901244 NAT 119.5000. ese Does not mind dosing doors for fresh subscip-
tion f and when the fund manager feels
uncomfortable wth addtional inflows
Junior BeES* Wécr «3822 ~—«986~=«18S7 «100 10000 ack Indie ony passively managed mid-cap fund
focusses onthe upper echleons ofthe mid
cap segient
TATA Eauity PIE 4603 317666 2BT 250 5000 ck Wel-dversifed portfolio inthe midap and
smal-cap space
EQUITY-LINKED SAVINGS SCHEME
DSP BlackRock Tx Saver vol 378173 NAY 204 500 eck Strong process-driven fund house ensures
Fund continuity in performance
Fidelity Tax Advantage Ta 3938~—«B28ONAY 201 500 trdcieick Good track record since inception
(OLM 50 ie list of our recommendations from among a thousand: plus schemes in the industry. OLM 50 is qude for freh investments only. Existing investors
should keep reading our regular MF pages: “Latest available; 1: Less than five years old
25 AUGUST 2010 LOOKMONEY [49]