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Fund Suggestions
Curated mutual fund and stock ideas for a moderate Premium client — filter by sleeve and horizon.
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MF sleeves and stock horizons
Mutual funds
| Fund | Category | 1Y | 3Y | AUM | Expense |
|---|
| ICICI Pru Corporate Bond | Debt | 7.8% | 6.9% | ₹28,400 Cr | 0.32% |
| HDFC Short Term Debt | Debt | 7.4% | 6.6% | ₹14,120 Cr | 0.40% |
| Axis Banking & PSU Debt | Debt | 7.1% | 6.4% | ₹9,860 Cr | 0.28% |
| SBI Magnum Gilt | Debt | 8.2% | 7.1% | ₹6,540 Cr | 0.46% |
| Kotak Bond Short Term | Debt | 7.3% | 6.5% | ₹11,200 Cr | 0.35% |
| Fund | Category | 1Y | 3Y | AUM | Expense |
|---|
| Parag Parikh Flexi Cap | Flexi Cap | 18.4% | 17.2% | ₹72,100 Cr | 0.63% |
| Mirae Asset Large Cap | Large Cap | 15.1% | 14.0% | ₹38,900 Cr | 0.54% |
| Nippon India Small Cap | Small Cap | 22.6% | 24.8% | ₹52,400 Cr | 0.72% |
| UTI Nifty 50 Index | Index | 14.2% | 13.1% | ₹19,800 Cr | 0.18% |
| Canara Robeco Emerging Equities | Large & Mid | 17.9% | 16.4% | ₹24,600 Cr | 0.58% |
| Fund | Category | 1Y | 3Y | Lock-in | Expense |
|---|
| Axis ELSS Tax Saver | ELSS | 16.8% | 15.2% | 3 yrs | 0.80% |
| Mirae Asset Tax Saver | ELSS | 17.4% | 16.1% | 3 yrs | 0.57% |
| DSP Tax Saver | ELSS | 15.9% | 14.8% | 3 yrs | 0.72% |
| Quant Tax Plan | ELSS | 21.2% | 24.0% | 3 yrs | 0.77% |
| Canara Robeco Equity Tax Saver | ELSS | 16.1% | 15.0% | 3 yrs | 0.61% |
| Stock | Code | CMP | View | Horizon | Notes |
|---|
| HDFC Bank | HDFCBANK | ₹1,612 | Accumulate | Short | Liability franchise |
| Bajaj Finance | BAJFINANCE | ₹7,480 | Buy | Short | Growth re-rating |
| Varun Beverages | VBL | ₹1,640 | Hold | Short | Await summer volumes |
| Infosys | INFY | ₹1,548 | Accumulate | Short | Deal pipeline |
| ITC | ITC | ₹468 | Hold | Short | Defensive yield |
| Stock | Code | CMP | View | Horizon | Notes |
|---|
| Persistent Systems | PERSISTENT | ₹5,420 | Buy | Medium | Cap at 4% equity |
| Titan Company | TITAN | ₹3,480 | Hold | Medium | Jewellery cycle |
| Dixon Technologies | DIXON | ₹13,820 | Accumulate | Medium | EMS scale-up |
| Pidilite Industries | PIDILITIND | ₹2,960 | Hold | Medium | Steady compounder |
| Cummins India | CUMMINSIND | ₹3,210 | Buy | Medium | Power / infra |
| Stock | Code | CMP | View | Horizon | Notes |
|---|
| Larsen & Toubro | LT | ₹3,720 | Buy | Long | Order book depth |
| Asian Paints | ASIANPAINT | ₹2,980 | Hold | Long | Brand moat |
| Reliance Industries | RELIANCE | ₹1,286 | Accumulate | Long | Retail + energy |
| TCS | TCS | ₹3,890 | Hold | Long | Quality compounder |
| Hindustan Unilever | HINDUNILVR | ₹2,420 | Hold | Long | FMCG ballast |