EQUITY DIVERSIFIED Equity diversified funds ran out of steam as markets corrected. Reliance Growth and Magnum Contra did exceptionally well. Returns in % Fund Name NAV (Rs) 6-month 1-yr Magnum Global 44.41 4.15 47.59 Magnum Contra 40.33 11.1 46.55 Sundaram Sel. Mcap 93.19 5.41 31.66 Reliance Growth 290.43 14.58 54.27 Magnum Multiplr Plus 55.07 6.03 47.72 NAV as on June 11. Ranked on 3-year returns. 3-year returns annualised. BALANCED FUNDS Balanced funds were the outperformers in the short term. But over the long term, their returns have been lower. Returns in % Fund Name NAV (Rs) 6-month 1-yr Magnum Balanced 36.78 5.0 33.84 HDFC Prudence 120.48 9.29 42.53 Kotak Balance 24.46 6.7 25.3 Tata Balanced 53.46 11.66 39.43 Escorts Balanced 49.94 9.9 31.95 NAV as on June 11. Ranked on 3-year returns. 3-year returns annualised. TAX PLANNING FUNDS The correction was even more pronounced in tax planning funds, which usually focus on small and mid caps. Returns in % Fund Name NAV (Rs) 6-month 1-yr Magnum Taxgain 45.81 8.78 51.76 HDFC Taxsaver 150.67 5.45 39.83 ICICI Prud Tax Plan 89.9 0.39 29.86 Sundaram Taxsaver 27.71 4.39 40.99 Principal Tax Savings 82.37 12.24 53.35 NAV as on June 11. Ranked on 3-year returns. 3-year returns annualised. BULLIONAIRE CORNER Returns on investment in precious metals are dipping. Period Gold Silver 3 months -7.38% -6.84% 6 months -5.26% -10.35% 1 year -4.39% 8.07% FIXED DEPOSIT READY RECKONER Bank Tenure Interest rate (%) ICICI Bank 390-890 days 9.50 Kotak Mahindra 1-2 year 10.11 2-3 year 9.75 3-5 year 9.60 UCO Bank 1-3 year 9.60 3-5 year 9.75 UTI Bank 1-2 year 9.50 2-3 year 9.0 IDBI Bank 360-800 days 9.50 ABN Amro 400 days 10.25 Kotak Mahindra 365-399 days 9.50 400 days 9.75 55 months 10.50 Senior citizens get 0.5-1 per cent more. Index |