0-10% 45 10-20% 31 44 30-40% 30 Other 5 20-30%

0-10% 45
10-20% 31
20-30% 44
30-40% 30
other 5
Yes 119
No 36
0-15% 86
15-
30% 22
30-
50% 11
Do not
invest 36
Short term (0 to 1years)

22
Midterm (1 to 5 years)
73
Long term (> 5 years)

60
Yes 89
No 66
Broker 42
Bank 7
Friend / relative 67
T.V./Newspaper 32
Other: 7
Past performance 65
Economic scenario 43
Industry analysis 11
Company analysis 23
Credit rating 9
Other: 4
Children education
15
Retirement
20
Home purchase
11
children marriage
Healthcare
6
Income and capital

preservation
53
Long term growth 23
short term growth 12
Other:
6
Liquidity
16
Returns
65
Safety 29
Tax Savings
39
Other: 6
Data
Sum - Safe and low risk investment 799
Sum - Moderate risk investment 858
Sum - High Risk investment 906
Sum - Traditional investment 692
Total
1000
900
800
700
600 Column
B
500
400
300
200
100
0
Sum - Safe and low risk investment
(empty)
Since
Launch
Fund NAV
Return
(%)
Sundaram
Mid Cap Fund
-Taxsaver
Regular Plan 24.8 427.3
Fund 24.51 501.9
Emerging
Bluechip
Fund 23.76 96.77
Aditya Birla
Sun Life Tax
Relief 96
Reliance 23.61 29.12
Banking Fund 22.77 272.1
Aditya Birla
Sun Life
Equity Fund 22.51 692.6
Franklin India
Taxshield
Fund
Reliance 21.87 548.7
Growth Fund 21.68 1055
Motilal Oswal
NASDAQ 100
Exchange
Traded Fund 21.62 534.6
Aditya Birla
Sun Life Mid
Cap Fund 21.62 264.7
Sundaram Principal
Mid Cap HDFC Emerging
Fund - Taxsaver Bluechip
Regular Plan Fund Fund
5,955 0.87 0.93 0.72
1.95 7,514 0.18
1.96 2,213 0.43
1.99 8,850 0.46 15.51
2.03 3,203 0.42 13.16
2.04 11,223 0.69 15.35
1.93 4,065 0.52 12.95
1.91 6,750 0.29 18.23
1.86 181 0.38 13.34
0.54 2,375 0.89 11.2
2.25 0.14 15.32
15.78
16.16
Fund Since NAV

Launc
h Ret
urn
(%)
Lakshya
Fund -
Regular 21.81
Plan 12.26
ICICI
Prudential 10.8
Constant
Maturity
Gilt Fund 16.42
Corporate
Bond Fund
- Regular 10.69
Plan 11.06
ICICI
Prudential 10.06
Gilt Fund 67.32
UTI
Corporate 10.01
Bond Fund
- Regular
Plan 10.98
Edelweiss
Governme 9.81
nt
Securities
Fund -
Regular
Plan 16.57
DSP
Governme 9.79
nt
Securities
Fund 63.6
Kotak Gilt 9.7

Investmen
t - Regular
Plan 67.07
ICICI
Prudential
All 9.66
Seasons
Bond
Fund 24
DSP 10Y
G-Sec 9.58
Fund -
Regular
Plan 15.5
ICICI DSP
Reliance
Prudentia Corporate
Nivesh
l Constant Bond
Lakshya
Maturity Fund -
Fund -
Gilt Regular
Regular Plan
Fund Plan
0.8
12.26
16.42
11.06
4.95 67.32 0.53
10.98 0.33 0.64
6.18 16.57 0.48
63.6 1.05 0.36
3.08 67.07 0.51
5.48 24 1.36 0.66
5.79 15.5 1.05 0.44
4.14 1.56 0.3
5.06 1.3 0.57
0.47 0.32
Net Assets Expense Standard Sharpe Beta
(Cr) Ratio (%) deviation Ratio
₹ 5,955.00 1.95 15.51 0.18 0.87

₹ 7,514.00 1.96 13.16 0.43 0.93
₹ 2,213.00 1.99 15.35 0.46 0.72
₹ 8,850.00 2.03 12.95 0.42 0.9

₹ 3,203.00 2.04 18.23 0.69 0.97
₹ 11,223.00 1.93 13.34 0.52 0.96
₹ 4,065.00 1.91 11.2 0.29 0.82

₹ 6,750.00 1.86 15.32 0.38 0.87
₹ 181.00 0.54 15.78 0.89 NA
₹ 2,375.00 2.25 16.16 0.14 0.92
Motilal
Oswal
NASDA
Aditya Franklin Q 100 Aditya
Aditya Birla Reliance Birla Sun India Reliance Exchange Birla Sun
Sun Life Tax Banking Life Equity Taxshield Growth Traded Life Mid
Relief 96 Fund Fund Fund Fund Fund Cap Fund
0.9 0.97 0.96 0.82 0.87 0 0.92
0.87
0.93
0.72
0.9
0.97
0.96
0.82
0.87
0
0.92
Net Expen Standa Sharp Beta

Assets se rd e
(Cr) Ratio deviati Ratio
(%) on
579 0.53
65 0.33
4.95 0.64 0.8
538 0.48
1073 1.05
6.18 0.36 0.94
200 0.51
73 1.36
3.08 0.66 0.42
450 1.05
5.48 0.44 0.88
475 1.56
5.79 0.3 0.93

2750 1.3
4.14 0.57 1.52
2 0.47
5.06 0.32 0.81
Edelweiss
UTI Kotak ICICI
Governme DSP DSP 10Y
Corporate Gilt Prudentia
ICICI nt Governm G-Sec
Bond Investme l All
Prudential Securities ent Fund -
Fund - nt - Seasons
Gilt Fund Fund - Securities Regular
Regular Regular Bond
Regular Fund Plan
Plan Plan Fund
Plan
0.94 0.42 0.88 0.93 1.52 0.81
0.8
0.94
0.42
0.88
0.93
579 1.52
65 0.81
538
1073
200
73
450
475
2750
2
Row Labels Sum of Safe and low risk investment
Equity share market 9
Art and passion 9
Bank fixes deposits 9
Bonds 9
Chit funds 9
Commodity share market 9
Crypto Currencies 9
Debentures 9
FOREX market 9
Gold/ silver 9
Government securities 9
Hedge funds 9
Life insurance 9
Mutual funds 9
National saving certificate 9
Post office saving 9
Private equity investments 9
Public provident fund 9
Real estate (Property) 9
Saving account 9
Virtual real state 9
Saving account 98
Art and passion 98
Bonds 98
Chit funds 98
Crypto Currencies 98
Debentures 98
FOREX market 98
Gold/ silver 98
Hedge funds 98
Life insurance 98
Mutual funds 98
Saving account 98
Art and passion 32
Art and passion 32
Bonds 32
Chit funds 32
Debentures 32
FOREX market 32
Gold/ silver 32
Hedge funds 32
Life insurance 32
Mutual funds 32
Saving account 32
Bank fixed deposits 91
Art and passion 91
Bonds 91
Chit funds 91
Debentures 91
FOREX market 91
Gold/ silver 91
Hedge funds 91
Life insurance 91
Mutual funds 91
Saving account 91
Bonds 12
Art and passion 12
Bonds 12
Chit funds 12
Debentures 12
FOREX market 12
Gold/ silver 12
Hedge funds 12
Life insurance 12
Mutual funds 12
Saving account 12
Chit funds 51
Art and passion 51
Bonds 51
Chit funds 51
Debentures 51
FOREX market 51
Gold/ silver 51
Hedge funds 51
Life insurance 51
Mutual funds 51
Saving account 51
Art and passion 5
Bonds 5
Chit funds 5
Crypto Currencies 5
Debentures 5
FOREX market 5
Gold/ silver 5
Hedge funds 5
Life insurance 5
Mutual funds 5
Saving account 5
Art and passion 12
Bonds 12
Chit funds 12
Debentures 12
FOREX market 12
Gold/ silver 12
Hedge funds 12
Life insurance 12
Mutual funds 12
Saving account 12
Debentures 8
Art and passion 8
Bonds 8
Chit funds 8
Crypto Currencies 8
Debentures 8
FOREX market 8
Gold/ silver 8
Hedge funds 8
Life insurance 8
Mutual funds 8
Saving account 8
FOREX market 0
Art and passion 0
Bonds 0
Chit funds 0
Crypto Currencies 0
Debentures 0
FOREX market 0
Gold/ silver 0
Hedge funds 0
Life insurance 0
Mutual funds 0
Saving account 0
Gold/ silver 47
Art and passion 47
Bonds 47
Chit funds 47
Debentures 47
FOREX market 47
Gold/ silver 47
Hedge funds 47
Life insurance 47
Mutual funds 47
Saving account 47
Art and passion 57
Bonds 57
Chit funds 57
Debentures 57
FOREX market 57
Gold/ silver 57
Hedge funds 57
Life insurance 57
Mutual funds 57
Saving account 57
Hedge funds Private 9
Art and passion 9
Bonds 9
Chit funds 9
Crypto Currencies 9
Debentures 9
FOREX market 9
Gold/ silver 9
Hedge funds 9
Life insurance 9
Mutual funds 9
Saving account 9
Life insurance 35
Art and passion 35
Bonds 35
Chit funds 35
Debentures 35
FOREX market 35
Gold/ silver 35
Hedge funds 35
Life insurance 35
Mutual funds 35
Saving account 35
Mutual funds 31
Art and passion 31
Bonds 31
Chit funds 31
Debentures 31
FOREX market 31
Gold/ silver 31
Hedge funds 31
Life insurance 31
Mutual funds 31
Saving account 31
Art and passion 68
Bonds 68
Chit funds 68
Debentures 68
FOREX market 68
Gold/ silver 68
Hedge funds 68
Life insurance 68
Mutual funds 68
Saving account 68
Art and passion 81
Bonds 81
Chit funds 81
Debentures 81
FOREX market 81
Gold/ silver 81
Hedge funds 81
Life insurance 81
Mutual funds 81
Saving account 81
Art and passion 47
Bonds 47
Chit funds 47
Debentures 47
FOREX market 47
Gold/ silver 47
Hedge funds 47
Life insurance 47
Mutual funds 47
Saving account 47
Public Provident fund. 43
Art and passion 43
Bonds 43
Chit funds 43
Debentures 43
FOREX market 43
Gold/ silver 43
Hedge funds 43
Life insurance 43
Mutual funds 43
Saving account 43
Art and passion 29
Bonds 29
Chit funds 29
Debentures 29
FOREX market 29
Gold/ silver 29
Hedge funds 29
Life insurance 29
Mutual funds 29
Saving account 29
Art and passion 34
Bonds 34
Chit funds 34
Debentures 34
FOREX market 34
Gold/ silver 34
Hedge funds 34
Life insurance 34
Mutual funds 34
Saving account 34
Grand Total 799
Sum of Moderate risk investment Sum of High Risk investment Sum of Traditional investment
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
28 116 2
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
4 0 53
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
68 54 1
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
7 4 53
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
75 29 39
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
19 3 82
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
45 98 7
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
48 95 0
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
84 15 48
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
49 101 5
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
27 14 67
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
62 19 17
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
36 87 23
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
28 31 61
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
54 27 43
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
0 0 87
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
24 0 50
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
32 69 7
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
86 2 24
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
34 69 23
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
48 73 0
858 906 692
Sum of Yes Sum of No
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
3 152
136 19
59 96
35 120
71 84
66 89
55 100
87 68
41 114
119 36
60 95
30 125
62 93
91 64
71 84
82 73
11 144
90 65
92 63
146 9
21 134
1428 1827
Data
Investment Avenues Sum - Safe and low risk investment Sum - Moderate risk investment
Equity share market 9 28
Saving account 98 4
Art and passion 32 68
Bank fixed deposits 91 7
Bonds 12 75
Chit funds 51 19
Commodity share market 5 45
Crypto Currencies 12 48
Debentures 8 84
FOREX market 0 49
Gold/ silver 47 27
Government securities 57 62
Hedge funds Private 9 36
Life insurance 35 28
Mutual funds 31 54
National saving certificate 68 0
Post office saving 81 24
Private equity investments 47 32
Public Provident fund. 43 86
Real estate (Property) 29 34
Virtual real state 34 48
Total Result 799 858
Sum - High Risk investment Sum - Traditional investment
116 2
0 53 140
54 1 120
4 53
29 39 100
3 82 80
98 7
60
95 0
15 48 40
101 5
20
14 67
19 17 0
87 23
31 61
27 43
0 87
0 50
69 7
2 24
69 23
73 0
906 692
Data
Col umn C
Col umn D
Col umn E
Investment Avenues Yes No
Saving account
146 9
Bank fixes deposits 136 19
Public provident fund 90 65
National saving certificate 71 84
Post office saving 82 73
Government securities 60 95
Mutual funds 91 64
Life insurance 62 93
Debentures 55 100
Bonds 59 96
Equity share market

87 68
Commodity share market 71 84
FOREX market
41 114
Real estate (Property)

92 63
Gold/ silver
119 36
Chit funds
35 120
Virtual real state
21 134
Crypto Currencies 66 89
Hedge funds
30 125
Private equity investments 11 144
Art and passion 3 152
Safe and low Moderate
risk risk High Risk Traditional
Investment Avenues investment investment investment investment
Saving account 98 4 0 53
Bank fixed deposits 91 7 4 53
Public Provident fund. 43 86 2 24
National saving certificate 68 0 0 87
Post office saving 81 24 0 50
Government securities 57 62 19 17
Mutual funds 31 54 27 43
Life insurance 35 28 31 61
Debentures 8 84 15 48
Bonds 12 75 29 39
Equity share market 9 28 116 2
Commodity share market 5 45 98 7
FOREX market 0 49 101 5
Real estate (Property) 29 34 69 23
Gold/ silver 47 27 14 67
Chit funds 51 19 3 82
Virtual real state 34 48 73 0
Crypto Currencies 12 48 95 0
Hedge funds Private 9 36 87 23
Private equity investments 47 32 69 7
Art and passion 32 68 54 1
Insurance
46
Banks 115
Post office
11
Equities
79
Real Estate
8
Mutual Funds
105
Government
securities
4
Gold 12
None of the above

36
Other: 2
Age Group Respondents
20-30 89
31-40 27
41-50 32
50 and above 7
Male 136
Female 19

0-10% 45 10-20% 31 44 30-40% 30 Other 5 20-30%

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0-10% 45 10-20% 31 44 30-40% 30 Other 5 20-30%

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0-10% 45

Short term (0 to 1years)

Long term (> 5 years)

Income and capital

Fund Since NAV

Kotak Gilt 9.7

₹ 5,955.00 1.95 15.51 0.18 0.87

₹ 2,213.00 1.99 15.35 0.46 0.72

₹ 8,850.00 2.03 12.95 0.42 0.9

₹ 11,223.00 1.93 13.34 0.52 0.96

₹ 4,065.00 1.91 11.2 0.29 0.82

₹ 181.00 0.54 15.78 0.89 NA

₹ 2,375.00 2.25 16.16 0.14 0.92

Net Expen Standa Sharp Beta

4.95 0.64 0.8

3.08 0.66 0.42

5.48 0.44 0.88

5.79 0.3 0.93

4.14 0.57 1.52

5.06 0.32 0.81

0.94 0.42 0.88 0.93 1.52 0.81

Equity share market

Real estate (Property)

Virtual real state

None of the above

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