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UTI Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF789F1AVA3 Overall analysis 1-yr rolling excess returns remains motionless and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers; and has maintained to be above upper quartile. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns in
- Published in Equity focused
Union Focused Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF582M01FS4 Overall analysis 3-yr rolling excess returns remains near the lower quartile and TE against benchmark have been good overall; The fund has not given the maximum excess return in comparison to its peers; but has dropped to below the first quartile over the past 1 year. Performance analysis Rolling returns in quartiles The
- Published in Equity focused
Tata Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF277K017X9 Overall analysis 3-yr rolling excess returns remains below maximum and has given good performance and TE against benchmark have been moderate; The fund has given the maximum excess return in comparison to its peers; and has made good progress over the past 1 year. Performance analysis Rolling returns in quartiles The rolling return
- Published in Equity focused
Sundaram Focused Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF173K01EK6 Overall analysis 3-yr rolling excess returns and TE against benchmark have performed well during 2020-2022 but then performed neutral. The fund has a high TE. The Information Ratio above 1 makes it an Active Fund. The fund has performed well as compared to its peers. Performance analysis Rolling returns in quartiles The rolling
- Published in Equity focused
Union Small Cap Fund – Direct Plan
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF582M01BU9 Overall analysis 3-yr rolling excess returns has given low returns in the last 1 year and TE ranges above 6% indicates active fund. The funds’ performance in the short run has been deteriorating. The fund had given the low excess return in comparison to its peers; but has dropped to below the first
- Published in Equities small cap
SBI Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF200K01RJ1 Overall analysis 3-yr rolling excess returns remains below lower quartile and has not given good performance and TE against benchmark have been good overall; The fund has not given the maximum excess return in comparison to its peers; and has made moderate progress over the past 1 year. Performance analysis Rolling returns in
- Published in Equity focused
Quant Focused Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF966L01853 Overall analysis 3-yr rolling excess returns and TE against benchmark have performed very well during 2016-18 but then performed neutral. The fund has a high TE. The fund has performed magnificently as compared to its peer. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns in context
- Published in Equity focused
Tata Small Cap Fund – Direct Plan
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF277K011O1 Overall analysis 1-yr rolling excess returns have given higher returns and it has touched 10% in february 2023 and TE ranges above 6% indicates the fund is active. The fund has given higher excess return in comparison to its peers, and it is above the first quartile over the past 6 months. Performance
- Published in Equities small cap
Sundaram Small cap Fund-Direct Plan-Growth
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF903J01NK9 Overall analysis 3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% which indicates the fund is active; but the funds’ performance in the short run has not been that good. The fund had given higher returns in comparison to its peers; but has gained to below
- Published in Equities small cap
Nippon India Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF204K01F95 Overall analysis 3-yr rolling excess returns remains below maximum and has given good performance and TE against benchmark have not been good overall; The fund has given the maximum excess return in comparison to its peers; and has made good progress over the past 1 year. Performance analysis Rolling returns in quartiles The
- Published in Equity focused
Sundaram Select Micro cap Series XVII-Direct Plan
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF903JA1BH6 Overall analysis 3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% which indicates the fund is active but the funds’ performance in the short run has been getting better. The fund had given a higher excess return in comparison to its peers. Performance analysis Rolling returns
- Published in Equities small cap
Sundaram Small cap Fund-Direct Plan-Growth (Adjusted NAV)
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF Overall analysis 3-yr rolling excess returns has given high returns against benchmark and TE ranges between 4-6% but it decreased to 0 in April 2023. The performance in the short run has been good. The fund had given a high excess return in comparison to its peers; but has been neutral in the
- Published in Equities small cap
Motilal Oswal Focused 25 Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF247L01189 Overall analysis 3-yr rolling excess returns and TE against benchmark have performed moderately well during 2016 to May-2021 but then started declining. While snail trail shows the risk & return in positive and as well as in negative. The fund has not performed well as compared to its peers. Performance analysis Rolling returns
- Published in Equity focused
Mirae Asset Focused Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF769K01EU0 Overall analysis 1-yr rolling excess returns and TE against benchmark have been good at starting; and the funds performance in the short run has been impressive. The fund had given the maximum excess return in comparison to its peers during Nov-2021 but then this fund performed neutral as compared to its peers. Performance
- Published in Equity focused
Sundaram Emerging Small Cap-Series 4
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF903JA1DP5 Overall analysis 3-yr rolling excess returns has given higher returns andTe ranges between 4-6% and it has crossed 10% in may 2023; but the funds’ performance in the short run has been deteriorating. The fund had given the high excess return in comparison to its peers; but has dropped to below the first
- Published in Equities small cap
Sundaram Emerging Small Cap-series 3
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF903JA1DD1 Overall analysis 3-yr rolling excess returns has given higher returns compared to benchmark and TE ranges between 4-6% and it has touched 10% in April 2023 which indicates the fund is active. The fund had given a high excess return in comparison to its peers in March 2023. The snail trail chart shows
- Published in Equities small cap
Sundaram Emerging Small Cap-Series 1-Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF903JA1CJ0 Overall analysis 3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% ; but the funds’ performance in the short run has also been good. The fund has given the high excess return in comparison to its peers; but has been neutral to the first quartile over
- Published in Equities small cap
Sundaram Emerging Small Cap-Series 2
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF903JA1CR3 Overall analysis 3-yr rolling excess returns has given high returns compared to benchmark and TE ranges above 6% and it has touched 8.5% in November 2020; but the funds’ performance in the short run has also been good. The fund has given a higher excess return in comparison to its peers; but has
- Published in Equities small cap
Quant Small Cap Fund
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF966L01AA0 Overall analysis 3-yr rolling excess returns have given higher returns against the benchmark and TE ranges above 6% which indicates that the fund is active.. The fund had given a high excess return in comparison to its peers. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns
- Published in Equities small cap
PGIM India Small cap Fund-Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF663L01W06 Overall analysis 1-yr rolling excess returns has not given higher returns compared to benchmark and TE ranges between 4-6% and in April 2023 it crossed 7% which indicates the fund is active; but the funds’ performance in the short run has decreased. The fund had given the higher excess return in comparison to
- Published in Equities small cap
Nippon India Small cap Fund-Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF204K01K15 Overall analysis 3-yr rolling excess returns and tracking error against benchmark have been good overall and the funds’ performance in the short run has been also good. The fund has given the maximum excess return in comparison to its peers and has gone above in the first quartile over the past 1 year.
- Published in Equities small cap
L&T Emerging Businesses Fund – Direct Plan
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF917K01QA1 Overall analysis 3-yr rolling excess returns has crossed 10% in April 2018 and later it came down 7.80% to and TE range is between 4-6% and touched 7.85% in july 2019 which indicates that the fund is active’ also performance in the short run is increasing. The fund had given the higher excess
- Published in Equities small cap
Kotak Small Cap Fund – Direct Plan
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF174K01KT2 Overall analysis 3-yr rolling excess returns has crossed 10% in december 2020 and it has given higher returns against the benchmark and TE range is above 6% which indicates that the fund is active, but the funds’ performance in the short run has been deteriorating. The fund had given a high excess return
- Published in Equities small cap
L&T Focused Equity Fund – Direct
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF917K01A98 Overall analysis 1-yr rolling excess returns and TE against benchmark have been good at starting but then went negative. The funds’ performance in the starting years have been impressive but failed to perform in the long term as compared to its peers. Performance analysis Rolling returns in quartiles The rolling return chart shows
- Published in Equity focused
ITI Small Cap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF00XX01747 Overall analysis 1-yr rolling excess returns has been in negative and TE ranges above 6% but in June 2023 came down to 5% it indicates that the fund is active. The funds’ performance in the short run has been deteriorating. The fund has also not given the high excess return in comparison to
- Published in Equities small cap
Kotak Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF174KA1EN7 Overall analysis 1-yr rolling excess returns and TE against benchmark have been quite neutral; and the funds. The fund had given a moderate return in comparison to its peers. Information Ratio has been below 1, which indicates that it is not an active fund. Performance analysis Rolling returns in quartiles The rolling return
- Published in Equity focused
JM Focused Fund – Direct
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF192K01BW7 Overall analysis 3-yr rolling excess returns and TE against benchmark have performed excellent in starting with highest return against its peers but during past few years this fund gave negative return. The fund has a high TE. The fund has performed overall moderately as compared to its peer. Performance analysis Rolling returns in
- Published in Equity focused
Invesco India Focused 20 Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF205KA1213 Overall analysis 1-yr rolling excess returns and TE against benchmark have been good at starting; and the funds performance in the short run has been impressive. The fund had given the maximum excess return in comparison to its peers during Nov-2021 but then this fund performed neutral as compared to its peers. Performance
- Published in Equity focused
IIFL Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF579M01902 Overall analysis 3-yr rolling excess returns has given high returns against benchmark and TE ranges between 4-6% which indicates the fund is active. The fund has a high TE. IR above 1 makes this an active fund. The fund has performed magnificently as compared to its peer. Performance analysis Rolling returns in quartiles
- Published in Equity focused
IDBI Focused 30 Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF397L01KA7 Overall analysis 1-yr rolling excess returns and TE against benchmark have been neutral overall; and the funds’ performance is good. The fund has given a neutral return in comparison to its peers. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return quartiles.
- Published in Equity focused
IDFC Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF194K01W21 Overall analysis 3-yr rolling excess returns and TE against benchmark have not performed very well. Rolling returns in quartiles was neutral, while snail trail shows the risk & return in positive and as well as in negative. The fund has not performed well as compared to its peers. Performance analysis Rolling returns in
- Published in Equity focused
ICICI Prudential Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF109K018N2 Overall analysis 3-yr rolling excess returns remains below upper quartile and has given moderate performance and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers; and has made good progress over the past 1 year. Performance analysis Rolling returns in quartiles The
- Published in Equity focused
Mahindra Manulife Focused Equity Yojana – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF174V01AG7 Overall analysis 1-yr rolling excess returns and TE against benchmark have been excellent overall; and the funds performance in the long run have been impressive. The fund had given the maximum excess return in comparison to its peers, which shows its potential. IR shows that it is an active fund. Performance analysis Rolling
- Published in Equity focused
HDFC Focused 30 Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF179K01VK7 Overall analysis 3-yr rolling excess returns has given high return and TE range is between 4-6% which indicates active fund. While snail trail shows the risk & return in positive and as well as in negative. The fund has performed well as compared to its peers. Performance analysis Rolling returns in quartiles The
- Published in Equity focused
HSBC Focused Equity Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF336L01PB2 Overall analysis 1-yr rolling excess returns have given higher returns against the benchmark and TE range is between 2-4%l; and the funds performance is active. The fund has given a high return in comparison to its peers. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns in
- Published in Equity focused
DSP Focus Fund – Direct Plan
06 October, 2023
by MMI Team, Ashutosh Sahu
ISIN INF740K01OB0 Overall analysis 3-yr rolling excess returns is in negative since December 2018 and TE against benchmark have been active well during 2016-17 but then started declining. The fund has had a high TE during the past few years. The fund has performed neutral as compared to its peer. Performance analysis Rolling returns in
- Published in Equity focused
Invesco India Small Cap Fund – Direct
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF205K013T3 Overall analysis 1-yr rolling excess returns is 5% and TE range is above 6%; but the funds’ performance in the short run has been deteriorating. The fund had given a high excess return in comparison to its peers; but has dropped to below the first quartile over the past 1 year.The snail trail
- Published in Equities small cap
ICICI Prudential Small cap Fund – Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF109K015M0 Overall analysis 3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it went to 10% in july 2021. Tracking error of the fund range is between 4-6%. The snail trail chart shows that the fund has given higher returns with high risk.The fund has given a high
- Published in Equities small cap
Aditya Birla Sun Life Frontline Equity
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF209K01WN4 Overall analysis 3-yr rolling excess returns has been in negative from december 2019 and TE ranges between 4-6% which indicates that the fund is active; but the funds’ performance in the short run has been deteriorating. The snail trail chart shows that the fund has given returns with high risk. The IR shows
- Published in Equities small cap
Axis Small Cap Fund – Direct Plan
06 October, 2023
by MMI Team, Dhruvi Shah
ISIN INF846K01K35 Overall analysis 3-yr rolling excess returns touched 19.6% in April 2020 but the funds’ performance in the short run has been deteriorating. The fund had not given excess return in comparison to its peers. The TE ranges above 6% and also it has touched 14% in June 2020, which indicates active fund. The
- Published in Equities small cap
Sundaram Multi Cap Fund – Direct Plan – Growth (Adjusted NAV)
06 October, 2023
by MMI Team
ISIN Overall analysis 3-yr rolling excess returns remains below minimum and has not given good performance and TE against benchmark have also not been good overall; The fund has not given the maximum excess return in comparison to its peers; and has made little to no progress over the past 1 year. Performance analysis Rolling
- Published in Equities, Equities multi cap
SBI Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF200KA18E2 Overall analysis 1-yr rolling excess returns remains below the lower quartile and has given good performance and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers; and has made good progress over the past 1 year. Performance analysis Rolling returns – 1yr rolling
- Published in Equities, Equities multi cap
Sundaram Multi Cap Fund Series II – Direct Plan – Growth
06 October, 2023
by MMI Team
INF903JA1EF4 Overall analysis 3-years rolling excess returns of the fund has declined by underperforming its benchmark as well as its peers. This fund’s TE is moderate, IR is negative; not generating risk adjusted returns. The fund gave negative returns against its benchmark during past recent months; 3 year rolling returns stood by underperforming its benchmark
- Published in Equities, Equities multi cap
Sundaram Multi Cap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF173K01FQ0 Overall analysis 1-yr rolling excess returns of the fund is negative to the index. Overall, this fund has moderate TE. The IR of this fund is in negative figures which is un-impressive. The fund gave an average return in comparison to its peers as it is above median. Fund has a good start with
- Published in Equities, Equities multi cap
Sundaram Multi Cap Fund Series I – Direct Plan – Growth
06 October, 2023
by MMI Team
INF903JA1DT7 Overall analysis 3-years rolling excess returns of the fund has declined by underperforming its benchmark as well as its peers. This fund’s TE is moderate, IR is negative; not generating risk adjusted returns. The fund gave negative returns against its benchmark during past recent months; 3 year rolling returns stood by underperforming its benchmark
- Published in Equities, Equities multi cap
Quant Active Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF966L01614 Overall analysis 1-yr rolling excess returns of the fund has raised, currently generating maximum returns compared to its benchmark, while the snail trail shows that the fund had generated maximum returns by taking (-) risk. TE states that the fund is highly active, But it has a drawback of negative IR. Performance analysis Rolling
- Published in Equities, Equities multi cap
Nippon India Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF204K01XF9 Overall analysis 3-years rolling excess returns of the fund has outperformed its benchmark and its peers. Overall, this fund TE is closer to the index. It has a good IR 2.2; the fund is generating risk adjusted returns. Fund manager is taking more risk and generating returns. Suitable for the investor with high-risk appetite.
- Published in Equities, Equities multi cap
Kotak Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF174KA1HV3 Overall analysis 1-yr rolling excess returns of the fund is sustained between maximum and upper quartile (green) line. Fund’s snail trail chart assesses that it has been in the top left quadrant proceeding with positive excess returns by taking negative risk. TE of this fund is declined on a month-on-month basis & has a
- Published in Equities, Equities multi cap
Mahindra Manulife Multi Cap – Direct Plan – Growth
06 October, 2023
by MMI Team
INF174V01341 Overall analysis 3-years rolling excess returns of the fund was good in the past, but in recent phases its returns have fallen somewhere between median and lower quartile. Overall, this fund has moderate TE (moderately active). IR is low which is not ideal and the fund Is not providing risk-adjusted return. This fund had
- Published in Equities, Equities multi cap
Kotak India Growth Fund – Series IV – Direct Plan – Growth
06 October, 2023
by MMI Team
INF174K019S9 Overall analysis 3-years rolling excess returns of the fund has crossed down the maximum line, it gave the maximum return in comparison to its peers. Overall, this fund has good TE, it is moderately active. It has negative IR & has generated decent returns to its investors by taking the least risk against benchmark.
- Published in Equities, Equities multi cap
ITI Multi Cap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF00XX01168 Overall analysis 3-years rolling excess returns of the fund is negative throughout the year. Overall, this fund TE has shrinked & it been moderately active, IR is average. The fund gave the least returns in comparison to its peers. It has negative risk and returns as shown further in detail. Performance analysis Rolling returns
- Published in Equities, Equities multi cap
Invesco India Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF205K01MS2 Overall analysis 3-years rolling excess returns of the fund is declining throughout the chart. Overall, this fund has moderate TE, it is moderately active. The 1 year rolling information ratio of this fund is poor. The fund is underperforming its benchmark and peers. Performance analysis Rolling returns – 3 years rolling excess returns over
- Published in Equities multi cap, Equities
IDFC Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF194KB1CL0 Overall analysis 1-yr rolling excess returns of the fund is constant. Overall, this fund has good TE, it is moderately active. IR is declining and moving towards passiveness. The fund gave the maximum return in comparison to its peers as it above median. It has negative risk and positive returns which means the fund
- Published in Equities, Equities multi cap
ICICI Prudential Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF109K014O9 Overall analysis 3-years rolling excess returns of the fund is currently underperforming by -0.7%. Overall, this fund has moderate TE (moderately active). IR is low which is not ideal and the fund Is not providing risk-adjusted return. This fund is turning towards- taking positive risk to generate returns for its investors. Performance analysis Rolling
- Published in Equities, Equities multi cap
HDFC Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF179KC1BS5 Overall analysis 1-yr rolling excess returns of the fund is constant. This fund’s TE has declined- but it has moderate TE, IR is moderate. The fund gave the maximum return in comparison to its peers as it is tackling around the maximum line. It has negative risk and positive returns which means the fund
- Published in Equities, Equities multi cap
Edelweiss Recently Listed IPO Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF754K01ML4 Overall analysis 1-yr rolling excess returns of the fund has declined, Overall, TE is between 5-13 which means the fund is ideally active. IR has gone through both positive and negative phase. As of now the fund has high TE of 9.7% & negative IR of -0.7. Performance analysis Rolling returns – 3 year
- Published in Equities, Equities multi cap
Baroda BNP Paribas Multi Cap Fund – Direct Plan
22 September, 2023
by MMI Team
INF955L01AG0 Overall analysis (h2) 3-yr rolling excess returns of the fund is volatile enough. Overall, this fund has high TE, currently it is moderately active. The fund gave decent returns in comparison to its peers and now it is generating returns equal to the upper quartile. In June 2023 the fund took more risk and
- Published in Equities multi cap, Equities
Axis Multicap Fund – Direct Plan
22 September, 2023
by MMI Team
INF846K013E0 Overall analysis 1-yr rolling excess returns is quite decent according to a new fund existing from 17 months as it has surpassed the upper quartile, fund is moderately active according to TE, overall, it has IR less than 1 – it is not an ideally active fund. Performance analysis Rolling returns –1 year rolling
- Published in Equities, Equities multi cap
Axis Capital Builder Fund – Series 4 – Direct Plan
22 September, 2023
by MMI Team
INF846K01K68 Overall analysis (h2) 3-yr rolling excess returns is poor because the fund has generated negative returns, it has crossed down the median, lower quartile & minimum which is a worst-case scenario compared to its peers. It has negative risk & return, Fund is moderately active with a TE of 4.27%, It has got negative
- Published in Equities, Equities multi cap
Aditya Birla Sun Life Multi Cap Fund – Direct Plan
22 September, 2023
by MMI Team
INF209KB1Y49 Overall analysis 1-yr rolling excess returns of the fund has been negative most of the time, TE shows that the fund is moderately active as the TE fluctuated between 4%-4.90%. IR is also declining month by month which also concludes that the fund is less active & inconsistent in generating risk adjusted returns. Performance
- Published in Equities, Equities multi cap
ICICI prudential large & mid cap fund- direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF109K011O5 Overall analysis The rolling returns show the short-term performance in recent years is better than the benchmark average. Although, in the long term, other funds in the same category have given better returns. The rolling returns and IR indicate that the active management outperformed the benchmark and provided good returns, but only in
- Published in Equities large mid cap
HSBC large and mid-cap equity fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF336L01NV5 Overall analysis The benchmark’s performance is better than the fund’s. Being relatively new, the fund can be seen struggling to gain momentum. The fund closely tracks the index and is currently having portfolio returns smaller than the minimum level. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized
- Published in Equities large mid cap
HDFC large and mid-cap fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF179KA1RQ7 Overall analysis The 3-year rolling returns show that the short-term performance is better than the benchmark. The fund’s rolling returns and IR indicate that the fund’s active management has been good in good in the short run, but the fund can be seen consistently growing in the long run. Performance analysis Rolling returns
- Published in Equities large mid cap
Edelweiss large and mid-cap fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF843K01AL0 Overall analysis The 3-year rolling returns show that the fund has outperformed the index significantly. The low TE shows the manager has chosen to match the index. The long-term growth of the fund is better than some of its peers. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year
- Published in Equities large mid cap
Franklin India equity advantage fund – direct-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF090I01IN1 Overall analysis 3-year rolling returns of the benchmark are better than the fund. The 3 years rolling returns, snail trail, and IR show that the active management did not earn sufficient returns in the long and short run. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns
- Published in Equities large mid cap
DSP equity opportunities fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF740K01PL6 Overall analysis The 3-year rolling returns and IR indicate that the fund management has now opted for a passive approach. The TE shows that the portfolio is now more aligned with the benchmark. This also increased the IR of the fund. The fund has performed better in the mid-term than its peers Performance
- Published in Equities large mid cap
Canara robeco emerging equities – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF760K01EI4 Overall analysis The fund’s rolling returns is better than the benchmark. Its active management strategy has generated good returns over the long run. Short term performance of the fund is much better than others in the same investment category. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized
- Published in Equities large mid cap
Bank of India large & mid cap equity fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF761K01652 Overall analysis The fund’s 3-year rolling returns and IR indicate that the fund’s performance against the benchmark is average. Snail trail analysis shows that the rolling returns of the fund stayed in the lower quartile of underperformance. The benchmark performed better over the long-term period. Performance analysis Rolling returns in quartiles The rolling
- Published in Equities large mid cap
Baroda Bnp paribas large and mid-cap fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF955L01JU2 Overall analysis Since inception, the fund has provided good returns and performed better than other funds from the same investment universe. The performance analysis indicates that the fund relies on an active/passive approach to match the index return. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns
- Published in Equities large mid cap
Axis growth opportunities fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF846K01J46 Overall analysis The funds’ rolling returns performance for the past couple of years is moderately good. Rolling returns can be seen falling around late 2022. Tracking error and Information ratio have shown a good correlation between performance tracking and fund returns. Performance analysis Rolling returns in quartiles The rolling return chart shows excess
- Published in Equities large mid cap
Aditya birla sun life equity advantage fund – direct plan growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF209K01VH8 Overall analysis The 3-year rolling returns show the fund underperformed the index and failed to earn positive returns. The fund did outperform the index. The passive approach did lower the tracking error which has resulted in higher IR. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns
- Published in Equities large mid cap
Union Flexi Cap Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Nisarg Patel
INF582M01633 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. All the ratios show that This fund was always negative. Only some time later it came back positive. So, this fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year
- Published in Equities flexi cap
UTI Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF789F01TC4 Overall analysis 3-years rolling return of the fund most of the time in negative. Tracking error of the fund is 3-6% and other ratios this fund was good for long term investment. For the short term this fund has seen so many ups and downs. Performance analysis Rolling return in quartiles The rolling return
- Published in Equities flexi cap
Franklin India Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF090I01FK3 Overall analysis 3 years rolling return of the fund was good on their starting days after it came down All the ratios show that the fund gives average return on starting days after that fund goes down and comes back up side. So, this fund was good for long term investment. Performance analysis Rolling
- Published in Equities flexi cap
Taurus Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF044D01BU9 Overall analysis 3- years of rolling return of the fund most of the time is more than 5% and tracking error of the fund is 3-6%. So, this is a good fund for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return
- Published in Equities flexi cap
Tata Flexi Cap Fund – Direct Plan Growth
22 September, 2023
by MMI Team, Nisarg Patel
INF277K015K0 Overall analysis 3 years of rolling return and tracking error against benchmark was not good overall The ratio shows that this fund was always in negative so Ideally the fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer
- Published in Equities flexi cap
SBI Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF200K01222 Overall analysis 3 years rolling excess return and tracking error against benchmark was not good. The short term fund was good for investment but the long term fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return quartiles.
- Published in Equities flexi cap
Shriram Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF680P01109 Overall analysis 3 years of rolling return and Tracking error against benchmark have been very good overall. The rolling return of this fund shows that This fund was given more than 8% for all time. This fund was best for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year
- Published in Equities flexi cap
Parag Parikh Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF879O01027 Overall analysis 3 years of rolling return and tracking error against benchmark have been good overall. All the ratios show that this fund gives good returns in the long term. So, this fund is good for investment Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in context
- Published in Equities flexi cap
PGIM India Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF663L0FF1 Overall analysis 3-yr rolling excess return and tracking error against benchmark have been good overall. When the fund was started it was giving negative returns after some time it came up. So the long term fund was good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised
- Published in Equities flexi cap
Navi Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF959L01DT9 Overall analysis 3-yr rolling excess return and tracking error against the beach mark was not good overall. The rolling return of this fund is always negative and other ratios also show that this fund is not good for investment. This fund is always negative so this fund is not for investment. Performance analysis Rolling
- Published in Equities flexi cap
LIC MF Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF767K01EG3 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. The rolling return of this fund shows that most of the time this fund was in negative. So, this fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year
- Published in Equities flexi cap
Motilal Oswal Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF247L01502 Overall analysis The 3-year rolling return of the fund shows that When the fund was Started that time fund was in positive give 5-15% and after some time fund started to come down and currently in negative. Tracking error of this fund is 5-7% So, this fund was not good for investment. Performance analysis
- Published in Equities flexi cap
Kotak Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF174K01LS2 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. When the fund was started that time, it was positive and gave good returns. After some time the fund started to go down and give negative returns. A long duration fund is not good for investment. Performance analysis Rolling
- Published in Equities flexi cap
Edelweiss Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF843K01KK1 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. The rolling return charts and all ratios show that this fund gives normal average return, so ideally this fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised
- Published in Equities flexi cap
JM Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF192K01CC7 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. The rolling return of this fund shows that this fund gives a negative return and most of the time information ratio of this fund is <1, So all the ratios show that this fund was not good for investment.
- Published in Equities flexi cap
ICICI Prudential Bluechip Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF109K016L0 Overall analysis (h2) 3-year rolling excess returns are very good if compared to peers and even TE against benchmark has also been good overall, and the fund has given the maximum excess return in comparison to its peers, but the tracking error remains moderate and the information ratio is not even 1. Performance
- Published in Equities large cap
HSBC Large Cap Equity Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF336L01CM7 Overall analysis 3-yr rolling excess returns remains motionless and TE against benchmark have been good overall; The fund has not given the maximum excess return in comparison to its peers; but has dropped to below first quartile over the past 1 year. Performance analysis Rolling returns – 3yr rolling excess returns over 7
- Published in Equities large cap
Mahindra Manulife Large Cap Pragati Yojana – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF174V01721 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis Rolling returns
- Published in Equities large cap
LIC MF Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF767K01EJ7 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis Rolling returns
- Published in Equities large cap
Kotak Bluechip Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF174K01KW6 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis (h2) Rolling
- Published in Equities large cap
Invesco India Largecap Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF205K01LB0 Overall analysis 3-yr rolling excess returns is doing good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; the tracking error remains high and the information ratio is in above 1 which Is ideal.
- Published in Equities large cap
JM Large Cap Fund – (Direct)
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF192K01BZ0 Overall analysis 3-yr rolling excess returns is not good if compared to peers and even TE against benchmark have not been good overall; The fund has not given the maximum excess return in comparison to its peers; and the information ratio is barely 1. Performance analysis Rolling returns – 3yr rolling excess returns
- Published in Equities large cap
Mirae Asset Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF769K01AX2 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is negative. Performance analysis Rolling returns –
- Published in Equities large cap
Nippon India Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF204K01XI3 Overall analysis 3-yr rolling excess returns has performed good and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail – 3y rolling excess over 7yrs Tracking error –
- Published in Equities large cap
SBI Blue Chip Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF200K01QX4 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail – 3y rolling
- Published in Equities large cap
Franklin India Focused Equity Fund – Direct
22 September, 2023
by MMI Team, Ashutosh Sahu
ISIN INF090I01IW2 Overall analysis 3-yr rolling excess returns remains below maximum and has given good performance and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers; and has made good progress over the past 1 year. Performance analysis Rolling returns in quartiles The rolling
- Published in Equity focused
Sundaram Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF903JA1JC0 Overall analysis 3-yr rolling excess returns is not good if compared to peers and even TE against benchmark have also not been good overall; and the fund has not given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail
- Published in Equities large cap
Canara Robeco Focused Equity Fund – Direct Plan
22 September, 2023
by MMI Team, Ashutosh Sahu
ISIN INF760K01JQ6 Overall analysis 1-yr rolling excess returns has given higher returns against benchmark and TE ranges between 4-6% but it is decreasing every month. The funds performance in the short run has been impressive. The fund had given the excess return in comparison to its peers, which shows its potential. Performance analysis Rolling returns
- Published in Equity focused
Baroda BNP Paribas Focused Fund – Direct Plan
22 September, 2023
by MMI Team, Ashutosh Sahu
ISIN INF251K01PN0 Overall analysis 3-yr rolling excess returns is giving negative returns and TE range is between 4-6% indicates the fund is active. 3-yr rolling returns in quartiles was neutral, while snail trail shows low returns with low risk. The fund has not performed well as compared to its peers. Performance analysis Rolling returns in
- Published in Equity focused
DSP Small Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Dhruvi Shah
ISIN INF740K01QD1 Overall analysis 3-yr rolling excess returns has given high returns against the benchmark and TE of the fund is above 4-6% which indicates active fund; but the funds’ performance in the short run has been deteriorating. The fund had given a high excess return in comparison to its peers. Performance analysis Rolling returns
- Published in Equities small cap
ICICI Prudential Small cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF109K015M0 Overall analysis 3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it went to 10% in july 2021. Tracking error of the fund range is between 4-6%. The snail trail chart shows that the fund has given higher returns with high risk.The fund has given a high
- Published in Equities small cap
Edelweiss Small Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Dhruvi Shah
ISIN INF754K01JN6 Overall analysis 3-yr rolling excess returns is higher than the benchmark and has given higher returns compared to its peers and TE against benchmark is also active as it is above 4-6%. But the fund has dropped to below the first quartile over the past 1 year. Performance analysis Rolling returns in quartiles
- Published in Equities small cap
HSBC Small Cap Equity Fund – Direct Plan
22 September, 2023
by MMI Team, Dhruvi Shah
ISIN INF336L01DQ6 Overall analysis 3-yr rolling excess returns in august 2016 crossed 10% and later it has been deteriorating and came down to -2.34% this indicates that the fund is not performing better against the benchmark and TE of fund is above 4%. The snail trail charts that fund has given higher return with high
- Published in Uncategorized, Equities small cap
Axis Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF846K010C0 Overall analysis The 1-yr rolling excess returns shows the fund performed with lower risk, fund is moderately active according to TE. IR shows that the fund returned less risk-adjusted returns Performance analysis Rolling returns in quartiles The rolling return chart shows excess 1-year annualised returns in context of peer return quartiles. The blue
- Published in Equities value
Aditya Birla Sun Life Pure Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF209K01WQ7 Overall analysis The 3Y rolling returns chart shows that the fund has beaten the benchmark but the long term performance is not good, as it generated negative returns for some years in between. The TE and IR of the fund is more aligned with the benchmark. The fund has given good returns but
- Published in Equities value
Bandhan Sterling Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF194K01Z85 Overall analysis The 3Y rolling return of the fund has been giving impressive returns against the benchmark with 17.58% in May 2023. A high TE and IR indicates that the fund is taking significant active risk in pursuit of generating excess returns, potentially through successful stock selection or other strategies. Performance analysis Rolling
- Published in Equities value
L&T India Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF917K01HD4 Overall analysis The funds’ performance for the past couple of years has been moderately good. Rolling returns can be seen. This is clearly shown in the performance on the snail trai chart. Tracking error and Information ratios have shown a good correlation in performance tracking and fund management. Performance analysis Rolling returns in
- Published in Equities value
DSP Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF740KA1PP3 Overall analysis As the fund’s rolling excess can be seen not meeting up the benchmark, the benchmark’s performance is better than the fund, as of now. TE and IR of the fund is also quite below the margin making it lower compared to its peers. Performance analysis Rolling returns in quartiles The rolling return
- Published in Equities value
HDFC Capital Builder Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF192K01BT3 Overall analysis The TE of the fund hasn’t met the benchmark and the IR of the fund hasn’t been 1%. The 3Y excess rolling returns shows that the fund did generate positive returns.The fund has not given the maximum excess return in comparison to its peers. Performance analysis Rolling returns in quartiles The
- Published in Equities value
IDBI Long Term Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF397L01KU5 Overall analysis The rolling excess returns were negative or below 0% throughout the period, the TE and IR of the fund wasn’t up to the required benchmark. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return quartiles. The blue line’s time above
- Published in Equities value
Quant Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF966L01AN3 Overall analysis Due to the short term of the fund, the returns seem great as compared to its peers. The TE and IR of the fund shows that the fund has been actively performed against in benchmark generating risk adjusted returns. Performance analysis Rolling returns in quartiles The rolling return chart shows excess
- Published in Equities value
Indiabulls Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF666M01BE4 Overall analysis 3-yr rolling excess returns in the snail trail chart shows that the fund had not given positive returns over the years. Although the TE and IR of the fund shows that it was actively managed in the start it has also been below the required benchmark. Performance analysis Rolling returns in
- Published in Equities value
ITI Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF00XX01AQ6 Overall analysis 1-yr rolling excess returns of the fund shows that it has given better returns than some of it’s peers. The TE and IR of the fund has been up to the benchmark which indicates that it was being actively managed. Performance analysis Rolling returns in quartiles The rolling return chart shows
- Published in Equities value
ICICI Prudential Value Discovery Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF109K012K1 Overall analysis The 3Y rolling returns of the fund is alpha as compared to the benchmark. The TE of the fund is upto the benchmark and is actively managed. The IR of the fund is ideal and risk adjusted returns have been made. Performance analysis Rolling returns in quartiles The rolling return chart
- Published in Equities value
JM Value Fund – Direct
22 September, 2023
by MMI Team
ISIN INF00XX01AQ6 Overall analysis The 3Y rolling return is not generating alpha returns as per the benchmark. TE of the fund seems to be reasonably active. IR of the fund is also upto the benchmark. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return
- Published in Equities small cap
Quantum Long Term Equity Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF082J01036 Overall analysis The 3Y rolling return chart indicates the fund has been generating negative alpha returns for most of the year. TE of the fund shows that it was reasonably active. The IR of the fund shows that the fund wasn’t able to generate risk adjusted returns. Performance analysis Rolling returns in quartiles
- Published in Equities value
Nippon India Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF204K01K49 Overall analysis 3-yr rolling excess returns and TE against benchmark have been good overall; but the funds’ performance in the short run has been deteriorating. TE of the fund shos that the fund is not being actively managed. The IR of the fund is ideal and upto the benchmark. Performance analysis Rolling returns
- Published in Equities value
Tata Equity PE Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF277K01ND1 Overall analysis The fund had a good run at the first but it deteriorated from the benchmark generating negative alpha. The TE of the fund shows that it has not been actively managed. The IR of the fund shows that it is trying to beat the benchmark. Performance analysis Rolling returns in quartiles
- Published in Equities value
Canara Robeco Value Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF760K01JW4 Overall analysis 1-yr rolling excess returns and TE against benchmark have been good overall. The fund had given the maximum excess return in comparison to its peers. IR of the fund is also quite active against its benchmark. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 1-year annualised returns
- Published in Equities value
Templeton India Value Fund – Direct
22 September, 2023
by MMI Team
ISIN INF090I01GY2 Overall analysis The 3Y rolling returns have shown impressive returns as it generated alpha outperformed the benchmark. The TE of the fund shows that it is active. THe IR of the fund is ideal and risk adjusted returns can be seen. Performance analysis Rolling returns in quartiles The rolling return chart shows excess
- Published in Equities value
UTI Value Opportunities Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF582M01EK4 Overall analysis The 3Y rolling returns chart shows that the fund has not been generating alpha returns. TE of the fund is ideal and seems to be actively managed. But the IR of the fund is below the required benchmark. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year
- Published in Equities value
Franklin India Smaller Companies Fund – Direct
22 September, 2023
by MMI Team, Dhruvi Shah
ISIN INF090I01569 Overall analysis 3-yr rolling excess returns of the fund was low till december 2022 but later it started increasing from 2023 and TE against benchmark in 2018 was highly active and later from 2021 TE range is between 4-6% till date. The snail trail charts shows that fund has given higher returns with
- Published in Equities small cap
Axis Focused 25 Fund – Direct Plan
22 September, 2023
by MMI Team, Ashutosh Sahu
ISIN INF846K01CQ8 Overall analysis 3-yr rolling excess returns was between 2-5% till 2021 but then started declining and TE of the fund was above 6%, which indicates that the fund is active. While the snail trail chart shows that the fund has given higher returns but with high risk but later it declined and gave
- Published in Equity focused
UTI Mastershare Unit Scheme-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF789F01US8 Overall analysis 3-yr rolling excess returns is in the 2-4% range. Tracking error against benchmark has been in the 2-4% range which is active; but the funds’ performance in the short run has been deteriorating. The fund had given the same excess return in comparison to its peers neutral in the first quartile
- Published in Equities large cap
Union Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF582M01CU7 Overall analysis 3-yr rolling excess returns is in the range of 2-4%.Tracking error against benchmark has been in range of 2-5% overall and the funds’ performance in the short run has been deteriorating. The fund has given the same excess return in comparison to its peers and is going up in the first
- Published in Equities large cap
Taurus Large Cap Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF044D01BX3 Overall analysis 3-yr rolling excess returns is negative. Tracking error against benchmark has been in the range of 4-8% overall; but the funds’ performance in the short run has been deteriorating. The fund had also not given the maximum excess return in comparison to its peers; but has dropped to below the first
- Published in Equities large cap
Tata Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF277K01QZ7 Overall analysis 3-yr rolling excess returns is in the range of 2-6%.Tracking error against benchmark has been in the range of 3-5% overall; but the funds’ performance in the short run has been deteriorating. The fund has given the same excess return in comparison to its peers; but has gone up first quartile
- Published in Equities large cap
PGIM India Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF663L01GR4 Overall analysis 3-yr rolling excess returns has been in the range of 4-6%.Tracking error against benchmark have been in the 2-6% range overall; but the funds’ performance in the short run has been deteriorating. The fund had given a neutral excess return in comparison to its peers; but has gone up in the
- Published in Equities large cap
L&T India Large Cap Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF677K01155 Overall analysis 3-yr rolling excess returns and tracking error against benchmark have been not good overall and the funds’ performance in the short run has been deteriorating. The fund had also not given the maximum excess return in comparison to its peers; but has dropped to below the first quartile over the past
- Published in Equities large cap
L&T India Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF917K01FQ0 Overall analysis 3-yr rolling excess returns has been in the range of 2-4%.Tracking error against benchmark have been in the range of 2-4% overall; but the funds’ performance in the short run has been deteriorating. The fund had given a neutral excess return in comparison to its peers and also been neutral to
- Published in Equities large cap
IDFC Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF194K01Z44 Overall analysis 3-yr rolling excess returns is in the range of 2-4% and tracking error against benchmark has been in 2-6% overall; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has been neutral to below first
- Published in Equities large cap
HDFC Top 100 Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF179K01YV8 Overall analysis 3-yr rolling excess returns is in the range of 4-8%. Tracking error against benchmark has been in the range of 3-7% overall and the funds’ performance in the short run has been good. The fund had given the maximum excess return in comparison to its peers and went upwards first quartile
- Published in Equities large cap
Franklin India Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF090101FN7 Overall analysis 3-yr rolling excess returns is in negative and also tracking error against benchmark has been in the range of 4-10% .The funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers; but it is gaining the returns in
- Published in Asset Classes, Equities, Equities large cap
HDFC Top 100 Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF179K01BE2 Overall analysis 3-yr rolling excess returns is in the range of 4-8% and tracking error against benchmark has been in the range of 2-7% overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but has been neutral
- Published in Equities large cap
Edelweiss Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF754K01BW4 Overall analysis 3-yr rolling excess returns is in the range of 3-5% and tracking error against benchmark has been in the range of 2-4% which is ideal overall and the funds’ performance in the short run has been also good. The fund has given the maximum excess return in comparison to its peer
- Published in Asset Classes, Equities, Equities large cap
DSP Top 100 Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF740K01PR3 Overall analysis 3-yr rolling excess returns is in the range of negative 5-1% and tracking error against benchmark also have been in the range of 3-5% and the funds’ performance in the short run has been deteriorating. The fund had not given the maximum excess return in comparison to its peers. Performance analysis
- Published in Asset Classes, Equities, Equities large cap
Canara Robeco Bluechip Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF760K01FR2 Overall analysis 3-yr rolling excess returns is in the 2-5% range which is good and tracking error against benchmark has been impressive in the range of 2-6% overall. The funds’ performance in the short run has also been good. The fund had given the maximum excess return in comparison to its peers. Performance
- Published in Equities large cap, Asset Classes, Equities
UTI Mid Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF789F01UA6 Overall analysis 3-yr rolling excess returns is in the range of -7-11% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
Union Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF582M01GI3 Overall analysis 3-yr rolling excess returns is in the range of -7-8% and tracking error against benchmarks have been in the 5-10% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers;
- Published in Equities mid cap
Taurus Discovery (Midcap) Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF044D01CA9 Overall analysis 3-yr rolling excess returns is in the range of -9-5% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers;
- Published in Equities mid cap
Sundaram Mid Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF903J01MJ3 Overall analysis 3-yr rolling excess returns is in the range of -7.70-7% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers;
- Published in Equities mid cap
Tata Mid Cap Growth Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF277K01PY2 Overall analysis 3-yr rolling excess returns is in the range of -7-5% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but
- Published in Equities mid cap
Sundaram Mid Cap Fund – Direct Plan (Adjusted NAV)
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF903J01MJ3 Overall analysis 3-yr rolling excess returns is in the range of -7-7% and tracking error against benchmarks have been in the 4-6% range and currently it is 0 which is not good and the funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return
- Published in Equities mid cap
SBI Magnum Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF200K01TP4 Overall analysis 3-yr rolling excess returns is in the range of -8-11% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
Quant Mid Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF966L01887 Overall analysis 3-yr rolling excess returns is in the range of -15-14% and tracking error against benchmarks have been in the 6-18% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
IDBI Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF397L01HF2 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. All ratios show that this fund was in negative and it is not an active fund. So, this fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns
- Published in Equities flexi cap
PGIM India Midcap Opportunities Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF663L01DV3 Overall analysis 3-yr rolling excess returns is in the range of -5-15% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
Nippon India Growth Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF204K01E54 Overall analysis 3-yr rolling excess returns is in the range of -6-5% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
HSBC Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF336L0DH5 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been average overall. Starting days of this fund was doing good after some time this fund came down and gave an average 2%/3% return. So, this fund is not a good option for investment. Performance analysis Rolling return in quartiles The rolling
- Published in Equities flexi cap
Motilal Oswal Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF247L01445 Overall analysis 3-yr rolling excess returns is in the range of -7-6% and tracking error against benchmarks have been in the 6-12% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund had not given the maximum excess return in comparison to its peers.
- Published in Equities mid cap
Mirae Asset Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF769K01FA9 Overall analysis 3-yr rolling excess returns is in the range of -1-3% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund had not given the maximum excess return in comparison to its peers.
- Published in Equities mid cap
HDFC Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF179K01UT0 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. This fund was a volatile fund and this fund faces so many ups and downs. Also, this fund gives average and negative return, so HDFC flexi cap fund was not good for investment. Performance analysis Rolling return in quartiles
- Published in Equities flexi cap
Quant Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF966L01911 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been good overall. When the fund was started, that time fund gave a good return. In 2018 to 2021 fund was doing bad performance and after 2021 fund came again in upside and gave positive return. Overall fund was good for investment.
- Published in Equities flexi cap
Franklin India Prima Fund – Direct
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF090I01FH9 Overall analysis 3-yr rolling excess returns is in the range of -6-7% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but
- Published in Equities mid cap
DSP Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF740K01PI2 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been good overall. All time this fund gives average return and only sometimes it was going more than 5%, so, this fund is good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns in
- Published in Equities flexi cap
Mahindra Manulife Mid Cap Unnati Yojana – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF174V01507 Overall analysis 3-yr rolling excess returns is in the range of -4-5% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
L&T Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF917K01FZ1 Overall analysis 3-yr rolling excess returns is in the range of -10-8% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the fund’s performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but
- Published in Equities mid cap
Kotak Emerging Equity Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF174K01LT0 Overall analysis 3-yr rolling excess returns is in the range of -1-12% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
L&T flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF917K01FC0 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been average overall. This fund gives average return and most of the time this fund is under negative return. So, this fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess 3-year annualised returns
- Published in Equities flexi cap
ITI Mid Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF00XX01929 Overall analysis 1-yr rolling excess returns is in the range of -14-3% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
Invesco India Mid Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF205K01MV6 Overall analysis 3-yr rolling excess returns is in the range of -5-7% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but
- Published in Equities mid cap
Canara Robeco Flexi Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF760K01EF0 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. When the fund was started that time, it was negative, only for some time it came up and again came in negative. So, this fund was not good for long term investment. Performance analysis Rolling return in quartiles The
- Published in Equities flexi cap
IDBI Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF397L01JK8 Overall analysis 3-yr rolling excess returns is in the range of -9-1% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers.
- Published in Equities mid cap
ICICI Prudential Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF109K011N7 Overall analysis 3-yr rolling excess returns is in the range of -8-6% and tracking error against benchmarks have been in the 2-4% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers.
- Published in Equities mid cap
HDFC Mid-Cap Opportunities Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF179K01XQ0 Overall analysis 3-yr rolling excess returns is in the range of -2-7% and tracking error against benchmarks have been in the 2-4% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
Edelweiss Mid Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF843K01AO4 Overall analysis 3-yr rolling excess returns is in the range of -4-6% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers. Performance
- Published in Equities mid cap
DSP Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF740K01PX1 Overall analysis 3-yr rolling excess returns is not so good in the range of -2-9% and tracking error against benchmark also have been in the range of 4-6% and the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers;
- Published in Equities mid cap
Baroda BNP Paribas Mid Cap Fund – Direct Plan (Adjusted NAV)
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF251K01HQ0 Overall analysis 3-yr rolling excess returns is in the range of -7-5% and tracking error against benchmarks have been in the 4-6% range and currently it is 0%; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers;
- Published in Equities mid cap
Baroda BNP Paribas Mid Cap Fund Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF251K01HQ0 Overall analysis 3-yr rolling excess returns is in the range of -7-5% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but
- Published in Equities mid cap
Axis Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF846K01EH3 Overall analysis 3-yr rolling excess returns is in negative which is not good for the past few years and tracking error against benchmark has been very active overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers;
- Published in Equities mid cap
Aditya Birla Sun Life Midcap Fund – Direct Plan
22 September, 2023
by MMI Team, Bhavesh Mahajan
ISIN CODE INF209K01Q30 Overall analysis 3-yr rolling excess returns is in the range of -5-6% and tracking error against benchmarks have been in the 4-6% range which is good overall; but the funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers;
- Published in Equities mid cap
IDFC Flexi Cap fund – Direct Plan
22 September, 2023
by MMI Team, Nisarg Patel
INF194K01W62 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. When the fund was started that time, it gave a positive return and after 20117 fund was given negative return. So ideally a fund is not good for investment. Performance analysis Rolling return in quartiles The rolling return chart
- Published in Equities flexi cap
Bank of India Flexi Cap Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Nisarg Patel
INF761K01FF5 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been good overall. The 3 years of rolling return ratio of this fund was low and sometimes negative. All ratios are giving signs that this fund was good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess
- Published in Equities flexi cap
Canara Robeco Small Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Dhruvi Shah
ISIN INF760K01JC6 Overall analysis 3-yr rolling excess returns of the fund is above first quartile and TE against benchmark have been active and also the funds’ performance in the short run has been increasing. The fund had given a high excess return in comparison to its peers. Performance analysis Rolling returns in quartiles The rolling
- Published in Equities, Equities small cap
Aditya Birla Sun Life Focused Equity Fund – Direct Plan
22 September, 2023
by MMI Team, Ashutosh Sahu
ISIN INF209K01WE3 Overall analysis 3-yr rolling excess returns is low compared to benchmark and first quartile and TE against benchmark have moderately active during 2016-17 but then started declining. While snail trail shows the risk & return in positive and as well as in negative. Tracking Error of the fund has been constant 3-6%. Performance
- Published in Equities
Bank Of India Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF761K01FL3 Overall analysis 1-yr rolling excess returns is in the range of 2-4% and Tracking Error against benchmark has been in the range of 2-4% for the past 6 months. The fund had given a neutral excess return in comparison to its peers; but has been going upwards in the first quartile over the
- Published in Equities large cap, Asset Classes, Equities
Baroda BNP Paribas Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF209K01BR9 Overall analysis 3-yr rolling excess returns is in the 2-6% range. Tracking error against benchmark have been in the range of 2-6%; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has dropped to below the first
- Published in Asset Classes, Equities, Equities large cap
Axis Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF846K01DP8 Overall analysis 3-yr rolling excess returns is in negative which is not good for the past few years and tracking error against benchmark has been very active overall and the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but
- Published in Equities, Equities large cap, Asset Classes
Bank of India Small Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Dhruvi Shah
ISIN INF761K01EP7 Overall analysis 3-yr rolling excess returns is above the first quartile and TE of the fund is active but it has declined after June 2021l; the funds’ performance in the short run has been deteriorating. The fund had given a high excess return in comparison to its peers; but has dropped to below
- Published in Equities, Equities small cap
Aditya Birla Sun Life Frontline Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF209K01YY7 Overall analysis 3-yr rolling excess returns is in the range of 2-6% and tracking error against benchmarks have been in the 2-4% range ;the funds’ performance in the short run has also been good. The fund has given the maximum excess return in comparison to its peers; but has been neutral to the
- Published in Equities large cap, Equities
UTI Small Cap Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF789F1AUQ1 Overall analysis 1-yr rolling excess returns of the fund ranges between 2-8% and TE of the fund is above 6%, 1-yr rolling excess return is low compared to benchmark but the TE of the fund is reasonably active, also the funds’ performance in the short run has been deteriorating. The fund has dropped
- Published in Equities, Equities small cap
22 September, 2023
by MMI Team, Shreya Mishra
HSBC Large Cap Equity Fund – Direct Plan ISIN INF336L01CM7 Overall analysis 3-year rolling excess returns remain motionless and TE against benchmark has been high overall; The fund has not given the maximum excess return in comparison to its peers; but has dropped to below the first quartile over the past 1 year. Performance analysis
- Published in Uncategorized
IndiaDataHub
02 September, 2023
by MMI Team
Segment – B2B Saas, infra? https://www.indiadatahub.com/ About Founded in 2019, IndiaDataHub is a SaaS platform with data, presented in an affordable and accessible way for businesses, investors, students, and teachers. The legal name of the company is SixtyFour Data Intelligence Pvt. Ltd. According to Traxn, IndiaDataHub is a provider of data analytics and intelligence platform.
- Published in Dossiers on fintech firms
Tagged under:
fintech b2b
IDFC Emerging Businesses Fund – Direct
31 August, 2023
by MMI Team, Dhruvi Shah
ISIN INF194KB1AL4 Overall analysis 3-yr rolling excess returns against benchmark have not given high returns.the TE range is between 4-6% but it is deteriorating. The fund performance in the short run has also been deteriorating. The fund has not given a high excess return in comparison to its peers, but has performed well over the
- Published in Equities small cap
IDBI Small Cap Fund – Direct Plan
31 August, 2023
by MMI Team, Dhruvi Shah
ISIN INF397L01JS1 Overall analysis 3-yr rolling excess returns has not given high returns against the benchmark and TE range of the fund is above 6% and also crossed 10% in 2018, 2020 and 2021. The snail trail chart shows that the fund has given higher returns with high risk but not performed against the index.
- Published in Equities small cap
IDFC core equity fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF194K01V89 Overall analysis The fund’s 3-year rolling returns are lower than the benchmark. The moderately active fund has provided a series of returns that is least favorable compared to its peers in the same investment segment. The benchmark performance is comparatively much better than the actual funds. Performance analysis Rolling returns in quartiles The
- Published in Equities large mid cap
Invesco India growth opportunities fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF205K01MA0 Overall Analysis The fund managed to outperform the index till Feb 2021. This fund‘s 3-year rolling excess returns and tracking error against benchmark have been impressive. The fund has outperformed and given returns better than its peers in the same investment universe. Performance Analysis Rolling returns in quartiles The rolling return chart shows
- Published in Equities large mid cap
Kotak equity opportunities fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF174K01LF9 Overall Analysis The fund’s performance against its benchmark is good. Both short-term and long-term performance looks good in the sense of rolling returns and Information ratio. The Tracking error indicates that the very active management improved the returns in the long run. Performance Analysis Rolling returns in quartiles The rolling return chart shows
- Published in Equities large mid cap
L&T large and midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF917K01FT4 Overall Analysis The 3-year rolling returns show the fund performed below the benchmark and other funds in the same investment universe. The snail chart shows that the fund underperformed in active management. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the context of peer return
- Published in Equities large mid cap
LIC MF large & mid cap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF767K01NE9 Overall Analysis The 3-year rolling returns show the long-term performance of the fund is comparatively better than the benchmark. The fund’s active management strategy has given out good returns with lower risk levels. However, the fund seems to be facing shortfalls in the short term. Performance Analysis Rolling returns in quartiles The rolling
- Published in Equities large mid cap
Mahindra manulife top 250 nivesh yojana – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF174V01945 Overall Analysis The fund’s 1-year rolling returns and IR indicate that the fund outperformed the index, and is among the top-performing funds. A short-term outperformance of the fund shows the fund’s performance compared to the benchmark. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the
- Published in Equities large mid cap
Mirae asset emerging blue-chip fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF769K01BI1 Overall Analysis The fund performed better than the benchmark and its peers. In the long run, the fund can be seen earning impressive returns and even surpassing the benchmark. The 3-year rolling returns and IR show the active fund is good at generating risk-adjusted returns. Performance Analysis Rolling returns in quartiles The rolling
- Published in Equities large mid cap
Motilal oswal large and midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF247L01999 Overall Analysis The 1-year rolling returns and snail trail analysis indicate that the fund’s performance against the benchmark was good. High TE indicates that the fund is being actively managed. IR indicates that the fund provided an impressive return compared to the benchmark. The fund is now among the top-performing funds in this
- Published in Equities large mid cap
Navi large & midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF959L01CH6 Overall Analysis The fund’s rolling returns and TE show that the fund actively tried to beat the benchmark. The fund moderately performed against other funds and its own benchmark. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the context of peer return quartiles. The blue
- Published in Equities large mid cap
Nippon India vision fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF204K01F20 Overall Analysis The Rolling returns and IR of the fund seem to be good. The long-run performance of the fund is better than other funds and its own benchmark. The active management’s strategy to add value assets has greatly fluctuated the capital appreciation, which can be seen in the rolling returns. Performance Analysis
- Published in Equities large mid cap
Quant large and mid-cap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF966L01648 Overall Analysis The Rolling returns and IR of the fund seem to be good. The long-run performance of the fund is better than other funds and its own benchmark. The active management’s strategy to add value assets has greatly fluctuated the capital appreciation, which can be seen in the rolling returns. Performance Analysis
- Published in Equities large mid cap
SBI large & midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF200K01UJ5 Overall Analysis The fund’s 3-year rolling returns and IR show that the fund did earn surprisingly good returns but in the long run, the fund performed moderately. In the short run, however, the fund outperformed the benchmark and achieved good returns. The active management allocated growth securities to the fund. Performance Analysis Rolling
- Published in Equities large mid cap
Sundaram large and mid-cap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF903J01PR9 Overall Analysis The 3-year rolling return shows the fund’s performance is deteriorating. Short-term outbursts of performance can be seen and the fund even crossed the benchmark in such areas, but the long-term performance as shown by rolling returns and IR is not good. Performance Analysis Rolling returns in quartiles The rolling return chart
- Published in Equities large mid cap
Tata large & mid cap fund – direct plan – appreciation
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF277K01MK8 Overall Analysis The 3-year rolling returns look good. High TE shows that the fund actively tried to generate returns better than the benchmark. IR shows that the fund generates better risk-adjusted returns as compared to the benchmark. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in
- Published in Equities large mid cap
Union large and mid-cap fund direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF582M01GA0 Overall Analysis The 1-year rolling excess returns show the fund performed with lower risk, the fund is moderately active according to TE. IR shows that the fund returned less risk-adjusted returns. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the context of peer return quartiles.
- Published in Equities large mid cap
UTI core equity fund direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF789F01UG3 Overall Analysis The fund has large investments in blended stocks. 3-year rolling returns show that the fund struggled to outperform the index initially, but in recent years it did. Low TE indicates this is not an actively managed fund and the fund has a high IR of 5. Performance Analysis Rolling Returns in
- Published in Equities large mid cap
Aditya birla sun life equity advantage fund – direct plan-growth
28 August, 2023
by B S Sai Mahesh, MMI Team
ISIN INF209K01VH8 Overall Analysis The snail trail analysis shows that the rolling return is continuously in line with the median. The fund did outperform the index, but the median performed better in recent times. The passive approach did lower the tracking error which has resulted in higher IR. Performance Analysis Rolling Returns in quartiles The
- Published in Equities large mid cap
Axis Flexi Cap Fund – Direct Plan
26 August, 2023
by MMI Team, Nisarg Patel
INF846K01B28 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. Starting Days of this fund was good after some time the fund started to come down and currently in negative. This fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess
- Published in Equities flexi cap
Aditya Birla Sun Life Flexi Cap Fund – Direct
26 August, 2023
by MMI Team, Nisarg Patel
INF209K01XX1 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been normal overall. The fund was good when it was started after some time it came down and gave negative returns. So for a long time the fund was not doing well and not giving good returns. Performance analysis Rolling return in
- Published in Equities flexi cap
ValuEnable
25 August, 2023
by MMI Team, Jayesh Baviskar
Segment – Lending B2B; ValuEnable is engaged in solving complex problems for life insurance companies. https://valuenable.in/ About Founded in 2021, the company serves the insurance industry by trying to optimise the value of traditional life insurance policies for the customers as well as for the providers. The firm provides 3 main services – customer retention
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
Sensibull
25 August, 2023
by MMI Team, Jayesh Baviskar
Segment – Wealth B2C segment: Sensibull is an investment management platform for investors in retail. https://sensibull.com/ About The company was founded in August 2017 by 3FD Hassan, Balajee Ramachandran, and Sidharth Reddy in Bangalore, Karnataka. The legal name of Sensibull is Riskilla Technologies Pvt. Ltd. The startup is a third-party options strategy platform that allows
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
RIA Insure
25 August, 2023
by MMI Team, Jayesh Baviskar
https://ria.insure/ Segment – Insurance for B2B; health insurance manufacture About Established in 2019 in New Delhi, RIA.Insure is the online version of an established insurance broker. RIA Insure provides a variety of products and services, including insurance APIs, an AI/intelligence layer, proprietary risk models, a platform for health data, and a platform for low-code automation
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
Quicko
25 August, 2023
by MMI Team, Jayesh Baviskar
Wealth B2C segment; Online platform for tax management and tax filing solutions. https://quicko.com/ About Company founded in 2015 by vishvajit sonagara, company headquarter is at ahmedabad, gujarat. Company provides a platform to help plan, prepare and file your Income Taxes, GST & TDS returns online. company also have a host of APIs for businesses to
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Kredily
25 August, 2023
by MMI Team, Jayesh Baviskar
Segment – Infrastructure B2B segment; Cloud-based platform for HRMS suite. https://kredily.com/ About Company is founded in 2017 at bengaluru, karnataka by IIM graduate Devendra Khandegar, Kredily is a free cloud- based HR & Payroll software in India. Manage employee data, leaves, track attendance & automate payroll. Key Features of Kredily – Attendance management, loan &
- Published in Dossiers on fintech firms
Tagged under:
fintech b2b
IndiaGold
25 August, 2023
by MMI Team, Jayesh Baviskar
segment – Wealth B2C Digitizing gold loans and lockers. https://indiagold.co/gold-loan About Company founded in july 2020 by Deepak Abbot and Nitin Misra in gurgaon, haryana. legal name of comapny is flat white capital pvt. ltd., goal of company is to empowering india to meet its credit and investment needs using its favourite asset, gold. Company
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Even Healthcare
25 August, 2023
by MMI Team, Jayesh Baviskar
Segment – Insurance in B2B2C; health-tech company and healthcare provider that partners directly with the top hospitals in the country. https://even.in/ About Even was founded in 01/09/2020 in Bangalore, India by 3 founders – Alessandro Davide Lalongo, Matilde Giglio, Mayank Banerjee. Even is a healthcare provider that offers managed care plans to its members, with
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
Digio
25 August, 2023
by MMI Team, Jayesh Baviskar
Segment – B2B in Infrastructure segment; Platform offering API- enabled KYC and documentation solutions for banks and enterprises. https://www.digio.in/ About Digio is a fast growing, funded, profitable product startup based in Bangalore founded in 2016 by ex-Flipkart, Twitter folks; Abhinav Parashar and Sanket Nayak, bringing existing paper based processes online. The company is building software
- Published in Dossiers on fintech firms
Tagged under:
fintech b2b
WintWealth
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – B2C Wealth (Debt) market; Online Bond Platform Provider https://www.wintwealth.com/ About The company was founded in 2020 by these Founders and Directors, who are all mechanical engineering graduates. The company was founded in Nashik, Maharashtra, India, and it now has its headquarters in Bengaluru, Karnataka. The product is an online investment platform with a
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Streak.Tech
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – wealth management fintech firm B2C and B2C https://www.streak.tech About Jayalakshmi Manohor and Vipul Divyanshu are both graduate engineers in Electronics and Telecommunications, and Harsha M is a graduate engineer in Computer Science with an MBA in Human resources and Management. These three are the founders of Streak. In August 2017, a Streak.Tech AI
- Published in Dossiers on Rating Agencies, Dossiers on fintech firms
Smallcase
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – B2C wealth management fintech company About Smallcase was founded in Bangalore in 2015 and launched in 2016. Vasant Kamath, Anugrah Shrivastava, and Rohan Gupta are all graduates of IIT Kharagpur. Smallcase is a modern investment product that makes it easier for investors to build a low-cost, long-term, and diverse portfolio. A stock basket,
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Ripen
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – wealth management; goal management; edtech delivery segment in B2C. https://ripen.in/ About Ripen, founded by Ritvik Varghese, is a financial company, Heet Tike is an economist, and Aviral Jain is a Computer Science This is a community page that offers solutions in the areas of career, destination, wealth, health and fitness, food, and so on.
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Kambla Solutions
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – wealth management B2C https://www.kambala.co.in/#carousel_f864 About Gururaja Hedge is the founder and director of Kambala Solutions, and Somnath Jogi is a chemical engineer by profession, but he has experience with financial market products. Kambala Solutions was established in August 2017 in Mangaluru, Karnataka, India. Noren Oms is a product of Kambala Solutions, which provides enterprise
- Published in Dossiers on fintech firms
Jupiter
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – Neobank and wealth management About The founder of Jupiter, Jitendra Gupta, is a CA. The business was established in 2019. The company’s main office is in Mumbai, Maharashtra, India, and serves in the B2C space. Jupiter Bank is a neobank that offers all of the banking services provided by conventional banks, including Edge
- Published in Dossiers on fintech firms
Tagged under:
fintech neo-banking
Golden PI
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – wealth management, debt broker with both B2C and B2B models About GoldenPI is India’s first online fintech startup, allowing retail investors to freely invest in bonds and debt markets. Samir Baran Pratihar, a software engineer and CTO, and Abhijit Roy, an MBA from IIM and software engineer, co-founded the company in 2017 in
- Published in Dossiers on fintech firms
EPIFI (FI. Money)
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – Neo bank https://fi.money/ About Sujit Narayanan Kutty, a finance professional, and Sumit Gwalani, a computer science engineer and MBA, co-founded FI. Money. Fi Money, which is based in Bengaluru, was founded in 2019. Fi Money’s legal name is Epifi Technologies Private Limited. FI.money is a neobank that provides all banking products such as
- Published in Dossiers on fintech firms
Tagged under:
fintech neo-banking
Cred
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – payment and credit card management software https://cred.club About The company was formed in April of 2018 with headquarters in Bengaluru, Karnataka, India. This is the second startup venture for founder, Kunal Shah. The firm offers a number of products – CRED Application – To manage their rewards and bills, a credit card user application
- Published in Dossiers on fintech firms
Tagged under:
fintech lending
Actlogica
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – b2b wealth management About Actlogica was founded by a couple team Ameet Ayare and Archana Anoor in Hyderabad in February 2019. The firm has a number of software products – FinFL Enterprise – This wealth management software is used to manage multiple assets, generate graphic performance and profit and loss reports, and manage
- Published in Dossiers on fintech firms
Mprofit Software
25 August, 2023
by MMI Team, Ajinkya Lasure
Segment – wealth, portfolio management software for retail and HNIs https://fi.money/ About Mprofit Software is a Mumbai-based fintech organization that was established in 2007 by five co-founders listed below. MProfit’s platform is available for individual investors, HNIs, family offices, and wealth management professionals. It has a multi-asset portfolio tracker, can manage portfolio groups, import trade
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Card91
24 August, 2023
by MMI Team, Jayesh Baviskar
Segment – neo-banking; Card Issuance Platform-as-a-Service company. About Founded in Aug 1, 2020 by 3 IIT graduates, Ajay Pandey, Kush Srivastava, Vineet Saxena, Card91 offers plug-and-play payment infrastructure as a service for businesses that want to issue, control, view, and approve payments. It assists businesses and banks in the launch of co-branded cards and the
- Published in Dossiers on fintech firms
Tagged under:
fintech lending
AssetPlus
24 August, 2023
by MMI Team, Jayesh Baviskar
Segment – B2B2C Wealth segment; platform for distributing mutual funds. https://www.assetplus.in/ About Founded in 2016 by two IIT Madras graduates, Awanish Raj and Vishranth Suresh, AssetPlus is a platform helping mutual fund distributors to streamline the processes of investing in mutual funds through multi-portfolio support, unbiased research and digital marketing. The company has raised a
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Ditto Insurance
21 August, 2023
by MMI Team, Jayesh Baviskar
Segment – Insurance B2C segment: Ditto offers an online comparison platform for life and health insurance. https://joinditto.in/ About Ditto was founded in 2021 in Bengaluru, India, by four founders: Pawan Kumar Rai, Shrehith Karkera, Bhanu Gurram, and Lokesh Gurram. The company is affiliated with two legal entities: Ditto Insurance Broking Services LLP and Tacterial Consulting
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
UTI regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Sundaram debt oriented hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Nippon India Hybrid Bond fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
SBI Conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Navi regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
LIC MF Debt Hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Kotak debt hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
L & T Conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
DFC regular savings fund direc plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
HDFC Hybrid debt fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
ICICI Prudential regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Franklin India debt hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Canara robeco conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
DSP regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Baroda BNP Paribas conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
AXIS regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Aditya birla sun life regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Overview of the Indian mutual fund industry in 2023
06 July, 2023
by MMI Team, Tanvi Gandhi
The asset management industry in India is experiencing brisk growth in assets under management driven by financialisation and expectations for further penetration into an untapped growing population. The article aims to provide an overview of the industry highlighting key trends. MFs, dominated by equity, being challenged by AIFs McKinsey estimated the industry’s overall AUM increased
- Published in Business Issues, Featured
Aditya Birla Sun Life Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF209K01S38 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the period near 0. For now, the fund is in the first quarter as of Feb 2023. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
Aditya Birla Sun Life Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF209K01XP7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Baroda BNP Paribas Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF251K01GP4 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was in the negative for the majority of the period. The fund has spent most of the time at – 3.50%. and now
- Published in Debt corporate
Axis Corporate Debt Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF846K01ZM8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the years till May 2022. In June 2022, the fund grew to 0.5% and now is currently in the first quartile.
- Published in Debt corporate
Canara Robeco Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF760K01HB2 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0%. The fund has been in between 2nd and 3rd quartile for the maximum of its period. Rolling
- Published in Debt corporate
Axis Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF846K01DD4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund gave negative returns
- Published in Debt gilts
DSP Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF740KA1KE8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0% range. The fund has been between 0 to -2 % for the entire period. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Franklin India Corporate Debt Fund – Plan A – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF090I01FW8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The funds rolling returns were positive for the period of Aug 2016 to May 2020. The fund was out performing in that period. Later that the
- Published in Debt corporate
Baroda BNP Paribas Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF955L01AD7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. In May 2016, the fund’s returns were at its peak at
- Published in Debt gilts
Canara Robeco Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF760K01FC4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
DSP Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF740K01NF3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
Edelweiss Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF843K01GS2 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
Franklin India Government Securities Fund – Direct
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF090I01HS2 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given negative
- Published in Debt gilts
HDFC Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF179K01VS0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns between May 2016 to
- Published in Debt gilts
ICICI Prudential Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF109K018C5 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
IDBI Gilt Plan – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF397L01CC0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated negative excess returns during the period between
- Published in Debt gilts
IDFC Government Securities Fund – Investment Plan – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF194K01Q29 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Invesco India Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF205K01SN0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive returns between May 2016 to Oct
- Published in Debt gilts
Kotak Gilt – Investment – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF174K01KE4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
L&T Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF917K01FI7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
LIC MF Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF767K01EZ3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has given negative returns between May 2016 to March
- Published in Debt gilts
Nippon India Gilt Securities Fund- Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF204K01XP8 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
PGIM India Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF223J01ND7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. In Feb 2018, the fund gave excess returns at 0.97% per
- Published in Debt gilts
SBI Magnum Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF200K01SH3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Tata Gilt Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF277K01OX7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has given positive excess returns for the period between
- Published in Debt gilts
UTI Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF789F01TL5 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund generated positive excess returns between 2016 – 2020. In
- Published in Debt gilts
Aditya Birla Sun Life Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
Axis Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between Sep
- Published in Dynamic AA/Balanced advantage
Bank of India Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between April
- Published in Dynamic AA/Balanced advantage
Baroda BNP Paribas Balanced Advantage Fund – Direct
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between Dec
- Published in Dynamic AA/Balanced advantage
DSP Dynamic Asset Allocation Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between March
- Published in Dynamic AA/Balanced advantage
Edelweiss Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns after 2019. The blue line’s
- Published in Dynamic AA/Balanced advantage
HDFC Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
IDFC Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF194KA1UH1 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between
- Published in Dynamic AA/Balanced advantage
Invesco India Dynamic Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
Kotak Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between Sep
- Published in Dynamic AA/Balanced advantage
L&T Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund gave positive excess returns during the period between May 2016
- Published in Dynamic AA/Balanced advantage
Motilal Oswal Dynamic Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between March
- Published in Dynamic AA/Balanced advantage
Sundaram Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
HDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund did not show any major changes overall during the period. The fund was between -0.5 to +0.5 for the entire period. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate
HSBC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was consistent for the entire period having rolling returns of about -3 %. The fund was always in the 3rd and 4th quartile for the entire
- Published in Debt corporate
ICICI Prudential Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period were consistent. It was always in between -1 to +1. The fund was in the 1st and 2nd quartile. Rolling risk/return
- Published in Debt corporate
IDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of the fund is negative for the entire period. As of April 2023, the fund’s rolling return is about -0.5 %. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
Invesco India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund started in the fourth quartile and stayed below the median for the maximum period. As of Feb 2023 the fund is at -0.5%. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Kotak Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period was in between 1 to -1%. At the start the rolling returns was at -0.9 % and it went to the
- Published in Debt corporate
L&T Triple Ace Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns when started was at -2.3%. and as of March 2023, the rolling returns is at -0.5%. The rolling returns were at its peak having 2%
- Published in Debt corporate
Mirae Asset Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are for only one year. The fund from the start is negative. As of April 2023, the fund is at -1 %. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Nippon India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are almost below 0% for the entire period. The fund was consistent for almost the entire period. As of Feb 2023, the rolling returns are
- Published in Debt corporate
PGIM India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of this fund shows that it was negative when started and was consistent and stayed negative for the entire period. As of May 2023, the
- Published in Debt corporate
SBI Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns here are for only one year. The fund is underperforming. The fund is now in the 4th quartile. Rolling risk/return (Snail-trail) The standard deviation on
- Published in Debt corporate
Sundaram Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were at its peak with around 2.2% in the month of Dec 2016. Then the rolling returns have not shown much fluctuation from March 2018
- Published in Debt corporate
Union Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns show that the fund was underperforming. Always the fund below the median line. Rolling risk/return (Snail-trail) The standard deviation on the 3 year excess returns
- Published in Debt corporate
UTI Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were between -1 to 1 % for the entire period. As of April 2023, the rolling returns is at -0.3%. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate
Aditya Birla Sun Life Equity Hybrid 95 Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Nov 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Sundaram Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2020. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Edelweiss Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns and again gave positive returns.
- Published in Hybrid aggressive
Baroda BNP Paribas Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Canara Robeco Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
DSP Equity & Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Franklin India Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
HDFC Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Axis Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the entire period of past few years. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
Bank of India Mid & Small Cap Equity & Debt Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period from July 2021. The blue line’s time above the median line indicates that the fund has outperformed the
- Published in Hybrid aggressive
HDFC Hybrid Equity Fund – Direct Plan – Growth (Adjusted NAV)
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2019. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
HSBC Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated mostly 0% returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
HSBC Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated mostly 0% returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
IDFC Hybrid Equity Fund – Direct plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between Oct 2021 – April 2023. Before that, the fund has given negative returns. The blue line’s time
- Published in Hybrid aggressive
Indiabulls Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Invesco India Equity & Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period from 2021 to 2023. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
JM Equity Hybrid Fund – (Direct)
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for maximum of the period. The blue line’s time above the median line indicates that the fund has outperformed the performance
- Published in Hybrid aggressive
Kotak Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns from Feb 2021. Before that, the fund has given negative returns. The blue line’s time above the median line indicates that
- Published in Hybrid aggressive
L&T Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
LIC MF Equity Hybrid Fund – Plan C – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Mahindra Manulife Hybrid Equity Nivesh Yojana – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns of about 5% for the entire period. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Mirae Asset Hybrid – Equity – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund did not show any changes in the excess returns during the entire period of last 2 years. The blue line’s time above the median line indicates
- Published in Hybrid aggressive
Motilal Oswal Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has gradually decreasing excess returns during the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Navi Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns during the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Nippon India Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2019. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
PGIM India Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Quant Absolute Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
SBI Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund was fluctuating. The blue line’s time above the median
- Published in Hybrid aggressive
Shriram Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns during the entire. The blue line’s time above the median line indicates that the fund has outperformed the performance of the
- Published in Hybrid aggressive
Tata Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Nov 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Union Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated very minor returns in the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
UTI Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
IDBI Hybrid Equity Fund- Direct Plan
03 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period from 2019 to 2023. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
30 June, 2023
by MMI Team
ISIN INF209K01BR9 Overall analysis 3-yr rolling excess returns and TE against benchmark have been good overall; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has dropped to below first quartile over the past 1 year. Performance analysis Rolling
- Published in Equities flexi cap
Bajaj Finserv Asset Management (MF)
11 June, 2023
by MMI Team, Tanvi Gandhi
About Established on June 6, 2023, Bajaj Finserv AMC is a wholly owned subsidiary of Bajaj Finserv Limited. The AMC is expected to launch products across fixed income, equities and hybrid categories. It has filed its first seven schemes, the liquid fund, money market fund, overnight fund, arbitrage fund, large and mid-cap fund, balanced advantage
- Published in Dossiers on MF AMCs
Dossier Sample
25 May, 2023
by MMI Team
Funds managed Fund name Asset Class License Lighthouse Fund III PE (growth stage) AIF Category 2 India 2020 Fund II PE (growth stage) AIF Category 2 India 2020 Limited(Fund I) PE (growth stage) AIF Category 2 In 2008, we began advising India 2020, Limited (“Fund I”), an India-focused investment vehicle with a corpus of approximately
- Published in 4_Dossiers
ASK Investment Managers (AIF)
25 May, 2023
by MMI Team
Funds managed Fund name Asset class – category License ASK Investment Managers Equities – long only AIF Category 3IN/AIF3/17-18/0378 About Website address (link) so next analyst can pick up from here Key staff To do later Investment philosophy To do later Media To do later Analyst questions Put down any questions if fund name from
- Published in Dossiers on HF-LongOnly
ICICI Prudential Flexicap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN— INF109KC1080 Overall analysis It is a comparatively new fund in the market, it needs time to prove its consistency but till now its showing good, effective returns. Performance analysis It is comparatively a new fund and the performance of the fund is close to the median recently it has crossed the maximum line thus
- Published in Equities flexi cap
Kotak Flexicap Fund Growth
25 May, 2023
by MMI Team
ISIN– INF174K01336 Overall analysis From analyzing the historical data through both performance and portfolio analysis, it can be understood that the fund does not provide entry for investments as returns have been negative. Performance Analysis The fund has been generating a positive alpha of around 5% but after Dec.2017 the chart went on generating negative
- Published in Equities flexi cap
Mahindra Manulife Flexi Cap Yojana Regular Growth
25 May, 2023
by MMI Team
ISIN— INF174V01AP8 Overall analysis It is giving negative returns since inception according to historical data. It needs time to prove if it can be better or not. Performance analysis It is comparatively a new fund and it is an underperforming fund. The blue line is below the median and much closer to the minimum line.
- Published in Equities flexi cap
HDFC Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN —- INF179K01608 Performance Analysis The fund is very volatile and is generating minimal alpha. The fund recently from Feb 2022, recovered and currently, the blue line is above the maximum of other funds generating an excess return of 3-4%. HDFC has recently generated positive alpha but high volatility; it was in the negative alpha
- Published in Equities flexi cap
JM Flexicap Fund Growth
25 May, 2023
by MMI Team
ISIN — INF192K01635 Overall Analysis It has recently recovered and started to perform better according to historical returns, this fund can be on a watchlist. Performance Analysis The fund has been underperforming and is in the lower quartile region, generating negative alpha and is very volatile in nature. The blue line currently crossed above the
- Published in Equities flexi cap
IDFC Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN— INF194K01391 IDFC Flexi Cap Fund Growth Performance Analysis The fund is falling and is in the median region. The fund is underperforming with low volatility. It has recently also underperformed. The tracking error of the fund is high but the information was low and is now entering the positive region which shows that the
- Published in Equities flexi cap
Nippon India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF204KC1097
- Published in Equities flexi cap
Nippon India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF204KC1097
- Published in Equities flexi cap
Invesco India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN— INF205KA1460
- Published in Equities flexi cap
Aditya Birla Sun Life Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN – INF209K01AJ8 Performance Analysis The fund has been underperforming during the latter part of 2021. Aditya Birla has been able to generate good alpha but it has generated high volatility and it had also given negative alpha with low volatility. Recently it entering the positive alpha with a low volatility quadrant. Aditya Birla is
- Published in Equities flexi cap
Motilal Oswal Flexicap Fund Regular Plan-Growth
25 May, 2023
by MMI Team
ISIN—- INF247L01478 Performance Analysis The fund has been trying to shift the alpha from negative to positive territory and is moving towards the 1st quartile. The stock selection of the fund manager is starting to trace the positive region. Motilal Oswal Flexi cap fund has given negative alpha but with low volatility. The information ratio
- Published in Equities flexi cap
Baroda BNP Paribas Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF251K010W9
- Published in Equities flexi cap
Tata Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN — INF277K019K2 Performance Analysis The fund is near the axis and has been generating minimal alpha with lower volatility. The information ratio is negative which shows the underperformance of the fund. The tracking error too has seen a fall nearing 4%.
- Published in Equities flexi cap
HSBC Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN— INF336L01AF5 Performance Analysis The fund is pretty volatile and is near the median generating minimal alpha. HSBC Flexi cap fund has relatively low risk which shows that the fund manager is safe while picking stocks. The fund manager was also able to generate alpha. The information ratio of the fund is rising and the
- Published in Equities flexi cap
IDBI Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN— INF397L01HJ4 IDBI Performance Analysis The fund was giving negative returns and was near the median region. However, a sudden downfall is noticed and the fund is giving negative returns, lying near the lower quartile region. This fund has given negative alpha but with low volatility The information ratio is high compared to its peers.
- Published in Equities flexi cap
Union Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN — INF582M01104 Union Flexi Cap Fund Growth Performance Analysis The fund has been generating minimal alpha near the median region but it has also seen a sharp rise in the latter part of 2021. Union Flexi cap fund has given negative alpha but with low volatility. The tracking error of the fund is high
- Published in Equities flexi cap
PGIM India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF663L01FJ3 Performance Analysis PGIM India Flexi cap fund has given negative alpha but with low volatility. The information ratio is lower than the industry average and the tracking error is high.
- Published in Equities flexi cap
Shriram Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN — INF680P01075 Performance Analysis It was always near the axis which shows that it has been generating very minimal alpha. The risk taken by Shriram was also low as it generated returns with minimal risk. The information ratio of the fund is rising and the tracking error of the fund is around 4%
- Published in Equities flexi cap
DSP Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN— INF740K01037
- Published in Equities flexi cap
Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
ISIN INF251K01GW0 Performance analysis Comment on the chart…
- Published in Fixed interest capability
Canara Robeco Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN— INF760K01019 Performance Analysis Canar Robeco Flexi cap has given negative alpha but with low volatility. The information ratio of the fund is rising and the tracking error of the fund is also falling.
- Published in Equities flexi cap
Bank of India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF761K01F19
- Published in Equities flexi cap
LIC MF Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN— INF767K01071 Performance Analysis The fund is consistent in generating positive alpha. This fund has given negative alpha but with low volatility. The tracking error of this fund is high that is around 6% but then the information ratio is around the 0 mark.
- Published in Equities flexi cap
UTI Flexi Cap Fund Regular Plan-Growth
25 May, 2023
by MMI Team
ISIN —- INF789F01513
- Published in Equities flexi cap
Edelweiss Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN— INF843K01KN5 Performance Analysis The fund has been consistent for a while but we can see a sharp downfall afterwards, generating negative returns. The fund has taken relatively and has been able to generate alpha for a good amount of time. The tracking error is high that is around 4%-5% and the information ratio is
- Published in Equities flexi cap
Axis Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF846K01851 Axis Flexi Cap Fund Regular Growth Performance Analysis The fund is very volatile and had generated the lowest alpha as it is in the minimum value region near the lower quartile, generating negative alpha. It was always near the axis which shows that it has been generating very minimal alpha. The risk
- Published in Equities flexi cap
Sundaram Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF903JA1LB8
- Published in Equities flexi cap
Navi Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN — INF959L01EE9 Performance Analysis Navi Flexi cap fund has given negative alpha but with low volatility. The tracking error has been consistent throughout. However, the Information ratio is on the higher side and shows a sharp rise.
- Published in Equities flexi cap
Quant Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN —- INF966L01457 Overall analysis This is one of the best-performing funds in its sector compared to its peers and they include Performance analysis The fund has consistently improved and is currently the 2nd most top-performing fund and is maintaining a high return and nearly touching the Upper Quartile line. It improved significantly after Feb
- Published in Equities flexi cap
Franklin India Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN — INF090101239 Performance Analysis The fund is generating minimal alpha and is in the median region. This fund has taken relatively low risk which shows that the fund manager is safe while picking stocks; the fund manager was also able to generate alpha for a good amount of time. The tracking error of the
- Published in Equities flexi cap
Parag Parikh Flexi Cap Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF879001019 Performance Analysis This fund has outperformed and is near the maximum value. The stock picking of the fund manager is very different from its peers and profitable which has generated alpha more than its peers. This fund has taken relatively low risk which shows that the fund manager is safe while picking
- Published in Equities flexi cap
Whiteoak Capital Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN — INFO3VN01506
- Published in Equities flexi cap
Samco Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INFOK1H01016
- Published in Equities flexi cap
SBI Large & Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF200K01305 Performance analysis
- Published in Equities large mid cap
Nippon India Vision Fund
25 May, 2023
by MMI Team
INF204K01406 Performance analysis
- Published in Equities large mid cap
Aditya Birla Sun Life Equity Advantage Fund Growth
25 May, 2023
by MMI Team
ISIN INF209K01165 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Tata Large & Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF277K01428 Portfolio analysis
- Published in Equities large mid cap
Motilal Oswal Large and Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF247L01965 Performance analysis
- Published in Equities large mid cap
UTI Core Equity Fund – Growth
25 May, 2023
by MMI Team
INF789F01869 Performance analysis
- Published in Equities large mid cap
Axis Growth Opportunities Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF846K01J79 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Baroda NP Paribas Large and Mid Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF955L01JR8 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Navi Large & Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF959L01CK0 Performance analysis
- Published in Equities large mid cap
Union Large and Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF582M01GD4 Portfolio analysis
- Published in Equities large mid cap
Quant Large and Mid Cap Fund – Growth
25 May, 2023
by MMI Team
INF966L01341 Performance analysis
- Published in Equities large mid cap
Sundaram Large and Mid Cap Fund
25 May, 2023
by MMI Team
INF903J01DT1 Portfolio analysis
- Published in Equities large mid cap
ITI Large Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF00XX01770 Performance analysis Portfolio Analysis
- Published in Equities large cap
WhiteOak Capital Large Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF03VN01662 Portfolio Analysis
- Published in Equities large cap
Tauras Large Cap Equity Fund Growth
25 May, 2023
by MMI Team
ISIN – INF044D01773 Portfolio Analysis
- Published in Equities large cap
ICICI Prudential Bluechip Fund Growth
25 May, 2023
by MMI Team
ISIN – INF109K01BL4 Performance Analysis The Rolling Return Chart shows a motionless performance. The fund has been hovering around the top quartile and the median range; which is a range of -2% – 0% excess return approx. The snail trail chart is not great, but is in harmless section of the chart. The fund has
- Published in Equities large cap
Kotak Bluechip Growth
25 May, 2023
by MMI Team
ISIN – INF174K01153 Performance Analysis Portfolio Analysis
- Published in Equities large cap
Mahindra Manulife Large Cap Pragati Yojana Regular Growth
25 May, 2023
by MMI Team
ISIN – INF174V01697 Performance Analysis Portfolio Analysis
- Published in Equities large cap
ICICI Prudential S&P BSE Midcap Select ETF
25 May, 2023
by MMI Team
539980 Portfolio analysis
- Published in Equities mid cap
Mirae Asset Nifty Midcap 150 ETF
25 May, 2023
by MMI Team
543481 Portfolio analysis
- Published in Equities mid cap
ITI Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF00XX01895 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
ITI Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF00XX01929 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Taurus Discovery (Midcap) Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF044D01CA9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Taurus Discovery (Midcap) Fund – Growth
25 May, 2023
by MMI Team
INF044D01815 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Franklin India Prima Fund – Direct – Growth
25 May, 2023
by MMI Team
INF090I01FH9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Franklin India Prima Fund – Growth
25 May, 2023
by MMI Team
INF090I01809 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
ICICI Prudential MidCap Fund – Growth
25 May, 2023
by MMI Team
INF109K01AN2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
ICICI Prudential MidCap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF109K011N7 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Kotak Emerging Equity Fund – Growth
25 May, 2023
by MMI Team
INF174K01DS9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities multi cap
Kotak Emerging Equity Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF174K01LT0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
INF174V01473 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
INF174V01507 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
HDFC Mid-Cap Opportunities Fund – Growth
25 May, 2023
by MMI Team
INF179K01CR2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
IDFC MIDCAP FUND – Direct Plan – Growth
25 May, 2023
by MMI Team
INF194KB1DJ2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
IDFC MIDCAP FUND – Regular Plan – Growth
25 May, 2023
by MMI Team
INF194KB1DM6 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
SBI Magnum Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF200K01TP4 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
HDFC Mid-Cap Opportunities Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF179K01XQ0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
SBI Magnum Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF200K01560 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Nippon India Growth Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF204K01E54 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Nippon India Growth Fund – Growth
25 May, 2023
by MMI Team
INF204K01323 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Invesco India Mid Cap Fund – Growth
25 May, 2023
by MMI Team
INF205K01BC9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities multi cap
Invesco India Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF205K01MV6 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Aditya Birla Sun Life Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF209K01Q30 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Aditya Birla Sun Life Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF209K01363 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Motilal Oswal Midcap Fund – Growth
25 May, 2023
by MMI Team
INF247L01411 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Motilal Oswal Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF247L01445 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Baroda BNP Paribas Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF251K01AW3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Baroda BNP Paribas Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF251K01HQ0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Tata Mid Cap Growth Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF277K01PY2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Tata Mid Cap Growth Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF277K01626 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
IDBI Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF397L01JK8 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
IDBI Midcap Fund – Growth
25 May, 2023
by MMI Team
INF397L01JO0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Union Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF582M01GI3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Union Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF582M01GM5 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
PGIM India Midcap Opportunities Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF663L01DV3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
PGIM India Midcap Opportunities Fund – Growth
25 May, 2023
by MMI Team
INF663L01DZ4 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
DSP Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF740K01PX1 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
DSP Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF740K01128 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Mirae Asset Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF769K01EY2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Mirae Asset Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF769K01FA9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
UTI Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF789F01UA6 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
UTI Mid Cap Fund – Growth
25 May, 2023
by MMI Team
INF789F01810 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Edelweiss Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF843K01AO4 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Edelweiss Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF843K01013 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Axis Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF846K01EH3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Axis Midcap Fund – Growth
25 May, 2023
by MMI Team
INF846K01859 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Sundaram Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF903J01MJ3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
L&T Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF917K01FZ1 Performance analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
L&T Midcap Fund – Growth
25 May, 2023
by MMI Team
INF917K01254 Performance analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Sundaram Mid Cap Fund – Growth
25 May, 2023
by MMI Team
INF903J01173 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Quant Mid Cap Fund – Growth
25 May, 2023
by MMI Team
INF966L01176 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
Quant Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
INF966L01887 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.
- Published in Equities mid cap
WhiteOak Capital Mid Cap Fund Regular Growth
25 May, 2023
by MMI Team
INFO3VN01563 Portfolio analysis
- Published in Equities mid cap
WhiteOak Capital Mid Cap Fund Direct Growth
25 May, 2023
by MMI Team
INFO3VN01597 Portfolio analysis
- Published in Equities mid cap
Kotak Nifty Midcap 50 ETF
25 May, 2023
by MMI Team
KOTAKlMID50 Portfolio analysis
- Published in Equities mid cap
Motilal Oswal Nifty Midcap 100 ETF
25 May, 2023
by MMI Team
MOM100 Portfolio analysis
- Published in Equities mid cap
ITI Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF00XX01135 Performance Analysis The period return chart as shown depicts that ITI Multi Cap Fund is performing slightly lower than the benchmark for 3 months, 6 months and 1 year basis. But it is significantly lagging behind the benchmark when taken for 3 years basis. The risk return chart shows that the risk taken is
- Published in Equities multi cap
ICICI Prudential Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF109K01613 Performance Analysis The period return chart shows that the fund has performed lesser than the benchmark for 3 months, 1 year and 3 years basis. It has performed slightly better for 6 months period. The risk return chart shows that the risk taken is -0.392% and the return generated is -4.62%. It shows that
- Published in Equities multi cap
Sundaram Multi Cap Fund Growth
25 May, 2023
by MMI Team
INF173K01940 Performance Analysis The risk return chart shows that the risk is -1.508% and return is -2.26%. The fund took less risk to generate similar returns than most of the funds. The rolling return chart shows that the fund is close to median most of the time. The snail trail chart shows that the fund
- Published in Equities multi cap
Kotak Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF174KA1HS9 Performance Analysis The rolling return chart shows that the fund lies above lower quartile and below upper quartile and it has constantly generated returns above median. The snail trail chart shows that the fund took less risk most of the time and generated exceptional positive returns all the time which can’t be seen in
- Published in Equities multi cap
INF174V01317 Performance Analysis The risk return chart shows the risk taken is -1.041% and return generated is 0.81%. It took almost similar kind of risk compared to others to generate good return. The rolling return yield shows that the fund lies between maximum and minimum ans=d stayed pretty much close to upper quartile and has
- Published in Equities multi cap
HDFC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF179KC1BV9 Performance Analysis The growth chart shows how 10,000 invested in the fund performs over a period of time. The period return chart shows that the fund performed better than the benchmark in both the time periods. The quartile chart shows that the fund performs better than most other funds. Portfolio Analysis The range of
- Published in Equities multi cap
IDFC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF194KB1C16 Performance Analysis The rolling return chart shows that the fund lies between maximum and minimum and between upper and lower quartile and performs better than the median. The chart shows that the fund has a really good information ratio. The period return chart shows that the fund performed better than the benchmark throughout the
- Published in Equities multi cap
SBI Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF200KA15E8 Performance Analysis The period return chat shows that the fund generated negative relative return. The growth chart shows how 10,000 invested in the fund performed over a period of time. Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the
- Published in Equities multi cap
Nippon India Multi Cap Fund Growth
25 May, 2023
by MMI Team
INF204K01489 Performance Analysis The growth chart shows how 10,000 invested in the fund performs over a period of time. At the start the fund did not perform well but slowly recovered and rebound and performed exceptionally well later on. The period return chart shows how the fund has performed over a period of time. The
- Published in Equities multi cap
Invesco India Multi Cap Fund Growth
25 May, 2023
by MMI Team
INF205K01DN2 Performance Analysis The growth chart shows how 10,000 invested in the fund would grow over a period of time. By seeing the chart we can say that the fund has performed exceptionally well and it kept on improving over time. The risk return chart shows that the risk taken by the fund is -0.507%
- Published in Equities multi cap
Aditya Birla Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF209KB1Y23 Performance Analysis The growth chart shows how 10,000 invested in the fund would perform over a period of time. Its performance is reasonable. The period return chart shows that the fund has underperformed compared to the benchmark across time periods. The rolling return chart shows that the fund generated constant returns throughout the time
- Published in Equities multi cap
Tata Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF277KA1703 Performance Analysis Portfolio Analysis
- Published in Equities multi cap
HSBC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF336L01QQ8 Portfolio Analysis
- Published in Equities multi cap
Union Multi Cap Fund Growth
25 May, 2023
by MMI Team
INF582M01IS8 Performance Analysis Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. And it occasionally touched large cap blended and mid cap growth.
- Published in Equities multi cap
Indiabulls Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF666M01HG6 Portfolio Analysis
- Published in Equities multi cap
LIC MF Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF767K01RH3 Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the category average.
- Published in Equities multi cap
Axis Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF846K016E3 Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the category average and it occasionally touches large cap blended, mid cap growth, mid cap blended and small cap growth. Growth – The fund has tilted towards growth compared to value.
- Published in Equities multi cap
Baroda BNP Paribas Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF955L01674 Performance Analysis The growth chart shows how the fund has performed over the period of time. It’s performance is very close to the benchmark. The chart shows that the period return is not that ideal. The risk return chart shows that the fund took a risk of -1.613% and generated a return of -0.9%.
- Published in Equities multi cap
Quant Active Fund Growth
25 May, 2023
by MMI Team
INF966L01234 Performance Analysis The growth chart shows how 10,000 invested in the fund would perform over a period of time. The chart shows that the fund performed exceptionally well compared to other funds and comprehensively beat the benchmark. The period return chart shows how the fund generated return over a period of time. The risk
- Published in Equities multi cap
ITI Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF00XX0173 Performance analysis The fund had consistent growth over the years. The fund performed well in May 2021, then gradually underperformed, showing that the blue line has been below zero since March 2022. The fund has underperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
IDFC Emerging Business Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF194KB1AJ8 Performance analysis The growth of the fund over years was not consistent. The fund was underperforming in April 2021, then the performance was slightly better in May 2022 as the blue line was a little above zero. The fund has underperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
SBI Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF200K01T28 Performance analysis Portfolio analysis
- Published in Equities small cap
Nippon India small cap fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF204K01HY3 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the blue line that is well above zero. The fund has outperformed the benchmark with a relatively lower risk. Portfolio analysis
- Published in Equities small cap
DSP Small Cap Fund Regular Plan-Growth
25 May, 2023
by MMI Team
ISIN INF740K01797 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
Edelweiss Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF754K01JJ4 Performance analysis The growth of the fund over years was not consistent. The Rolling Return Chart shows a motionless performance. The fund has outperformed the benchmark with a relatively lower risk Portfolio analysis
- Published in Equities small cap
HSBC Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF917K01QC7 Performance analysis Portfolio analysis
- Published in Equities small cap
Mahindra Manulife Small cap Fund Regular fund
25 May, 2023
by MMI Team
ISIN INF17401BH3 Portfolio analysis
- Published in Equities small cap
UTI Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF89F1AU06 Performance analysis The fund had consistent growth over the years. The Rolling Return Chart shows a motionless performance. Portfolio analysis
- Published in Equities small cap
ICICI Prudential Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF109K01B10 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
Kotak Small cap Fund- Growth
25 May, 2023
by MMI Team
ISIN INF174K01211 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
HDFC Small Cap Fund Growth
25 May, 2023
by MMI Team
ISIN INF179KA1RZ8 Performance analysis Portfolio analysis
- Published in Equities small cap
Invesco India Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF205K011T7 Performance analysis Portfolio analysis
- Published in Equities small cap
Aditya Birla Sun Life Small Cap Fund-Growth
25 May, 2023
by MMI Team
ISIN INF209K01EN2 Performance analysis The fund had consistent growth over the years. The fund has consistently underperformed the index as shown by the fact that the blue line has been below zero. The fund has underperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
Tata Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF 277K01502 Performance analysis The chart shows that there has been an increase in the performance of the fund over the years. The fund has outperformed the index as shown that the blue line has been above zero. But in March 2020 it was underperforming. The fund has underperformed the benchmark with relatively lower
- Published in Equities small cap
IDBI Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF397L01JW3 Performance analysis The fund had consistent growth over the years. The fund has consistently underperformed the index as shown by the fact that the blue line has been below zero. The fund has underperformed the benchmark with relatively lower risk Portfolio analysis
- Published in Equities small cap
Union Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF582M01BY1 Performance analysis The fund has underperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
PGIM India Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF663L01W30 Performance analysis The growth of the fund over years was not consistent. The Rolling Return Chart shows a motionless performance. Portfolio analysis
- Published in Equities small cap
Canara Robeco Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF760K01JF9 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
About IIFL Multi Cap PMS started in the year 2014. IIFL PMS or Infoline PMS is one of India’s largest portfolio management services. The AMC ARM provides excellent investment strategies and plans to its clients, ensuring their complete satisfaction. IIFL is one of the country’s largest and most popular portfolio management service portals. A portfolio
- Published in Dossiers on PMS AMC
Shree Rama Managers
18 March, 2023
by MMI Team
Funds Managed Asset Class License Shree Wealth Builder Plan 80% equity 20%non equity PMS Shree Dynamic Plan 80 to 30% equity PMS Shree Vriddhi Multicap PMS Shree Lakshmi Multicap PMS About Shree Rama Managers LLP is a SEBI registered, Portfolio Management Service company. Key staff Mohit Beriwala, founder – Mohit is an FRM, CFA &
- Published in Dossiers on PMS AMC
Buoyant Capital
18 March, 2023
by MMI Team
Funds Managed Asset Class License Buoyant Opportunities Strategy Multicap PMS All weather portfolio Across asset class PMS Liquid strategy Units of mutual funds and etfs PMS About Buoyant Capital is owned by four professionals with a total of over seven decades of stock market experience in leading firms in Indian capital markets such as Nippon
- Published in Dossiers on PMS AMC
Prosperity Wealth Management
18 March, 2023
by MMI Team
Funds Managed Asset Class License Prosperity Discovery Multicap PMS About Prosperity Wealth Management is an Indian investment firm that focuses on investing in high-quality publicly listed companies available at reasonable valuations. The companies they invest in operate on robust business models and are run by outstanding management teams. As investment managers, their goal is to
- Published in Dossiers on PMS AMC
ValueQuest
18 March, 2023
by MMI Team
Funds Managed Asset Class License VQ Growth Multicap PMS VQ Platinum Multicap PMS About Founded in 2010, ValueQuest is a boutique SEBI-registered company with a strong focus on the equity markets. founders, Ravi Dharamshi and Sameer Shah have more than two decades of equity experience. ValueQuest has multiple portfolio management strategies and filed for a
- Published in Dossiers on PMS AMC
Skyes & Ray Equities
18 March, 2023
by MMI Team
Funds Managed Asset Class License SRE PE Shield Strategy Muticap PMS Ignited Ideas Strategy Muticap PMS Quantitative Growth Strategy Muticap PMS About Sykes & Ray Equities promoted passionately by its Chairman – Mr. Yogesh R Gupta and Managing Director – Mr. Anup R Gupta, has evolved over a period of time. Its emergence has happened
- Published in Dossiers on PMS AMC
Magadh Capital (PMS)
18 March, 2023
by MMI Team
Funds Managed Asset Class License Value for growth Multicap PMS Future stars Small & mid cap PMS About Magadh Capital Advisors LLP is a Mumbai-based Portfolio Management Limited Liability Partnership Firm registered with SEBI (Securities and Exchange Board of India) as a Portfolio Manager while Magadh Capital Firm is registered with SEBI as a Category
- Published in Dossiers on PMS AMC
Invasset PMS
18 March, 2023
by MMI Team
Funds Managed Asset Class License Growth pro max muticap PMS About INVASSET LLP is a SEBI-registered portfolio management service provider with a specialized research team that has over 27 years of professional experience in the stock market. They use an in-house developed approach called INVASSET AAID (Algo, AI & Data) driven approach for the selection
- Published in Dossiers on PMS AMC
Joindre PMS
17 March, 2023
by MMI Team
About Joindre PMS is brought to you by Joindre Capital Services Limited – a pioneer in retail broking since 1995. They are a SEBI registered Portfolio Manager and their registration number is INP000006138. They offer discretionary Portfolio Management Services to High net worth Individuals, Corporates, Institutions,Ultra HNIs and family offices. They seek to understand your
- Published in Dossiers on PMS AMC
Valentis Advisors
17 March, 2023
by MMI Team
About Valentis Advisors Pvt Ltd (formerly known as Veda Investment Managers Pvt Ltd) was founded by Jyotivardhan Jaipuria in 2015 after his 21 year stint with DSP Merrill Lynch to offer investment management services. They obtained a Portfolio Management Services (PMS) license from SEBI in 2016. Their core offering is discretionary PMS services but they
- Published in Dossiers on PMS AMC
Turtle Wealth PMS
17 March, 2023
by MMI Team
About Turtle wealth management private ltd was founded in the year 2011. They are a bunch of mavericks yet disciplined team working flawlessly for wealth creation. Turtle wealth’s purpose is to ‘create wealth in the most disciplined and systematic way’. Their core forte is to build process driven investing and trading systems that have less
- Published in Dossiers on PMS AMC
Tulsian PMS
17 March, 2023
by MMI Team
About Tulsian PMS was founded in the year 2017, located in mumbai. The investor today has many financial needs, the primary amongst which is long-term wealth creation. Unfortunately, a lot of investors either lack the time & energy or lack the expertise & discipline to manage their investments. At, Tulsian PMS Pvt. Ltd., we seek
- Published in Dossiers on PMS AMC
Spark Asia Impact Managers
17 March, 2023
by MMI Team
About With the PMS license coming through in November 2018, two approaches are currently being offered, subscriptions for both of which are open: a) India@75 Flexicap Strategy: This approach will have the leeway to position the portfolio across the cap-curve continuum, depending on the team’s assessment of valuations, risks and volatility. Instead of being aligned
- Published in Dossiers on PMS AMC
Roha Asset Managers
17 March, 2023
by MMI Team
About Started in the year 2018 with its head office in Mumbai, Roha Asset Managers has a license for Category 3 Alternate Investment Fund (AIF) and Portfolio Management Service (PMS) with a fundamental approach to equity investing. The fund is approved & licensed by SEBI (Securities & Exchange Board of India). A company that focuses
- Published in Dossiers on PMS AMC
Piper Serica PMS
17 March, 2023
by MMI Team
About Piper Serica is a SEBI registered provider of Portfolio Management Services (PMS) and advisor to Piper Serica India Numero Uno Fund, a FPI based in Mauritius. Both these entities invest in stocks listed in India. It was founded in 2003. Piper Serica also manages Piper Serica Angel Fund, a SEBI Cat 1 AIF that
- Published in Dossiers on PMS AMC
Negen Capital Services
17 March, 2023
by MMI Team
About Negen Capital PMS was launched in November 2017. It is a SEBI registered investment manager. They are predominantly a smallcap and midcap focused PMS with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs. Investment philosophy The company mostly does value investing with special situations attached to
- Published in Dossiers on PMS AMC
Narnolia PMS
17 March, 2023
by MMI Team
About Narnolia PMS is meant to be a core buy and hold portfolio for investors who aim to capitalize on the wealth creation opportunity in the Indian economy through equity investing. It started in the year 2012. Narnolia PMS provides a unique opportunity to diversify single PMS investment among 5 different equity and mutual fund
- Published in Dossiers on PMS AMC
MRG Capital
17 March, 2023
by MMI Team
About MRG capital is a SEBI registered portfolio management services provider. It was founded in Sep 2008. Its founder Manu Rishi Gupta, was invested in equities since 1993. It strongly advises its clients to stay put and have a minimum investment horizon that one would have with FD or in line with other life goals.
- Published in Dossiers on PMS AMC
Moat Financial Services
17 March, 2023
by MMI Team
About Established in 2013, Moat is owned and controlled by its skilled and seasoned management team, who have worked together closely over decades with the same investment philosophy and a clear alignment of interest. It is a SEBI registered boutique portfolio manager. It was co-founded by Mr. Biju John and Mr. Suraj Nair. Moat administers
- Published in Dossiers on PMS AMC
Marathon Trends Advisory
17 March, 2023
by MMI Team
About Marathon Trends Advisory Private Limited is a SEBI-approved portfolio management services (PMS) led by Atul Suri, who has over 30 years of experience in the Indian equity markets. The organization was founded in 2003. Their lead PMS product, MEGA TRENDS, has been developed as a result of over three decades of experience in investing
- Published in Dossiers on PMS AMC
Bellwether Capital
17 March, 2023
by MMI Team
About Bellwether Capital was established in April 2004 as a SEBI registered equity portfolio manager. The investment management firm was founded by two professionals from the financial services industry, Ranjith Dongre and Miten Mehta, who have almost 50 years of experience between them. It is engaged in the business of managing equity portfolios of private
- Published in Dossiers on PMS AMC
Axis asset management(PMS)
17 March, 2023
by MMI Team
Funds Managed Asset Class License Axis brand equity muticap PMS Axis core & satellite muticap PMS About Axis Asset Management Company Limited, a company incorporated under the Companies act, 1956, which has obtained a certificate of registration from SEBI to act as a Portfolio Manager under Securities and Exchange Board of India (Portfolio Managers) Regulations,
- Published in Dossiers on PMS AMC
Solidarity Advisors
16 March, 2023
by MMI Team
Funds Managed Asset Class License Prudence Muticap PMS About The investment firm’s intent is to build the most trusted and partner-centric AMC in India, by focusing on long-term outcomes with clients who share this perspective. Their strategy is to work with clients who align with their thought process, focus on good process, be ruthless in
- Published in Dossiers on PMS AMC
Sundram Alternate Assets Ltd.
16 March, 2023
by MMI Team
Funds Managed Asset Class License SISOP Multicap PMS SELF Mid & small cap PMS About Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), that caters to investment needs of high net-worth individuals (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Finance Limited, India’s leading non-banking finance company.
- Published in Dossiers on PMS AMC
Funds Managed Asset Class License Small cap and mid cap Small and mid cap PMS Pharma and healthcare Sector fund PMS Fintech Sector fund PMS India focus portfolio Multicap PMS About Kotak PMS (registered under SEBI), one of the largest Portfolio Management Service providers in India, is part of the illustrious Kotak Mahindra Group and
- Published in Dossiers on PMS AMC
UTI-Dynamic Bond Fund – Direct
19 February, 2023
by MMI Team
ISIN INF789F01XD4 As it is visible from the chart the trail is mostly in the bottom right quadrant which shows that fund underperformed the benchmark with relatively higher risk. High tracking error indicates that the manager seeks Alpha at the expense of higher relative risk. A negative information ratio indicates that the mutual fund is
- Published in Debt dynamic
Union Dynamic Bond Fund – Direct
19 February, 2023
by MMI Team
ISIN INF582M01799 based on 3 year rolling return, we can see that fund is performing better than the lower quartile returns ( value below which 25% of the returns fall) The trail is in the bottom left or right quadrant which shows that the fund has generated negative excess returns in comparison to the benchmark
- Published in Debt dynamic
Tata Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF277K01MV5 As we can see that trail is in the bottom left quadrant which shows that the fund has underperformed the benchmark by taking a relatively lower risk. information ratio of less than 1 indicates that fund is not generating either very less or negative excess returns in comparison to the benchmark.
- Published in Debt dynamic
SBI Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF200K01RD4 based on 3 year rolling return it can be seen that fund generated better returns than the upper quartile returns ( value above which 25% of the returns fall). trail that cross quadrants indicate inconsistent relative performance. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark
- Published in Debt dynamic
Nippon India Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
INF204K01A25 trail is in the bottom right quadrant which means that the fund is has underperformed benchmark with relatively higher risk A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility
- Published in Debt dynamic
Quantum Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF082J01176 the fund has underperformed the benchmark by taking relatively lower risk A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
ICICI Prudential All Seasons Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF109K016E5 It performed better than the upper quartile funds. Outperformed the benchmark by taking relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
PGIM India Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF663L01AD7 the fund has generated returns almost equal to the upper quartile returns. at starting fund outperformed the benchmark by taking relatively higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Mirae Asset Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF769K01DR8 A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Mahindra Manulife Dynamic Bond Yojana – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF174V01580 based on 3-year rolling returns we can see that the fund generated lower returns than the lower quartile returns. the trail is in the bottom left quadrant which means that the fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower
- Published in Debt dynamic
Kotak Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF174K01JU2 as we can see in the graph above that the fund generated a maximum return in June 2020 based on 3 years 3 year rolling return chart. the fund is starting outperformed the benchmark by taking a relatively lower risk. IR ratio of less than 2 means that the fund did not generated
- Published in Debt dynamic
JM Dynamic Bond Fund – (Direct) – Growth
19 February, 2023
by MMI Team
ISIN INF192K01DD3 The trail is in the bottom left quadrant which means that the fund underperformed the benchmark by taking relatively lesser risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
Indiabulls Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
INF666M01EK5 The fund generated low returns than the lower quartile returns. the fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
IIFL Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF579M01266
- Published in Debt dynamic
IDBI Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF397L01BN9 The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
HSBC Flexi Debt Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF336L01CO3 The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
Canara Robeco Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF760K01EC7 The fund generated more returns than the lower quartile returns almost equal to the median returns. The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is
- Published in Debt dynamic
Aditya Birla Sun Life Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF209K01N82
- Published in Debt dynamic
Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF251K01GW0 The fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Bank of India Credit Risk Fund – Direct Plan
13 February, 2023
by MMI Team
ISIN INF761K01DG8 Risk Return Chart On a 3-year basis, the risk-return chart illustrates a positive performance for excess returns as compared to the benchmark of the CRISIL Credit Risk Fund CIII Index. However, it must be noted that Bank of India has a much higher risk ratio than other funds in the benchmark index operating
- Published in Debt Credit
Franklin India Smaller Companies Fund Growth
13 February, 2023
by MMI Team
ISIN INF090101569 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has low risk and low returns and has underperformed the benchmark. Portfolio analysis
- Published in Equities small cap
Quant Small Cap Fund – Growth
13 February, 2023
by MMI Team
ISIN INF966L01AA0 Performance analysis Portfolio analysis
- Published in Equities small cap
Sundaram Small cap Fund Regular Growth
13 February, 2023
by MMI Team
ISIN INF903J01470 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has underperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
Axis Small Cap Fund Regular Growth
13 February, 2023
by MMI Team
ISIN INFK01K01 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
Bank of India Small Cap Fund Regular Growth
13 February, 2023
by MMI Team
ISIN INF761K01ER3 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the blue line that is above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
HSBC Flexi Debt Fund – Growth
12 February, 2023
by MMI Team
ISIN INF336L01461 As we can see in the chart the trail is either in the 3rd quadrant or the 4th quadrant which shows that the fund has underperformed the benchmark with relatively lower or higher risk. A moderate amount of Tracking Error indicates that the manager seeks to add Alpha by taking active positions. As
- Published in Debt dynamic
HDFC Dynamic Debt Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF179K01WB4 As it is visible from the chart the trail is mostly in the bottom right quadrant which shows that fund underperformed the benchmark with relatively higher risk. The tracking error is as high as 6.4% which indicates that the manager seeks alpha at the expense of higher relative risk. As we can see
- Published in Debt dynamic
Canara Robeco Dynamic Bond Fund – Regular Plan- Growth
12 February, 2023
by MMI Team
ISIN INF760K01449 The chart shows that the fund underperformed the benchmark with relatively lower risk. Fund’s performance is deviating from its benchmark index more significantly. High Tracking Error of 3.5% indicates that the manager seeks Alpha at the expense of higher relative risk and low tracking error indicates that manager is less likely to generate
- Published in Debt dynamic
DSP Strategic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF740K01QG4 The trail in the top right quadrant indicates that the fund outperformed the index with relatively higher risk and in the bottom right quadrant shows that fund underperformed the fund with high risk. Trails that cross quadrants indicate inconsistent relative performance. Tracking ratio of as high as 4.5% indicates that the manager seeks
- Published in Debt dynamic
DSP Strategic Bond Fund – Regular
12 February, 2023
by MMI Team
ISIN INF740K01GK7
- Published in Debt dynamic
Axis Dynamic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF846K01DI3 At starting fund outperformed the benchmark by taking relatively higher or lower risk but after Sept 2021 underperformed the benchmark by taking relatively higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the
- Published in Debt dynamic
L&T Flexi Bond Fund – Growth
12 February, 2023
by MMI Team
ISIN INF677K01916 Fund generated negative excess returns that is underperformed the CRISIL Dynamic Bond fund with relatively lower risk. low tracking error indicates that the manager is less likely to generate Excess Returns as the product appears similar to its benchmark. A negative information ratio indicates that the mutual fund is generating lower returns than
- Published in Debt dynamic
Axis Dynamic Bond Fund – Growth
12 February, 2023
by MMI Team
ISIN INF846K01917 Performance analysis Trail that cross quadrants indicate inconsistent relative performance. The tracking is not very high which means the manager is less likely to generate Excess Returns as the fund appears similar to its benchmark. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that
- Published in Debt dynamic
IDFC Dynamic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF194K01N63 Performance analysis The fund performed better than the upper quartile funds. The fund started by outperforming benchmark with a relatively higher risk but after Sept 2021 it underperformed the benchmark with relatively higher risk. High Tracking Error of 4% indicates that the manager seeks Alpha at the expense of higher relative risk. A
- Published in Debt dynamic
IDFC Dynamic Bond Fund – Regular
11 February, 2023
by MMI Team
ISIN INF194K01QG4 Performance analysis The Snail Trail Chart does not show good performance for the excess return on a 3-year rolling basis against the funds benchmark. At the start, fund gave some excess returns after taking excess risk in comparison to its benchmark but after June 2021 it gave negative returns with excess risk in
- Published in Debt dynamic
Taurus Flexi Cap Fund Growth
07 February, 2023
by MMI Team
ISIN —- INF044D01989 Overall analysis From analyzing the historical data through both performance and portfolio analysis, it can be understood that the fund does not provide entry for investments. Performance Analysis The fund has consistently underperformed the index as shown by the fact that the blue line has been below 0. It has also underperformed
- Published in Equities flexi cap
Start researching mutual funds with AMC dossiers
30 August, 2022
by MMI Team
Start researching mutual funds with AMC dossiers Some believe selecting mutual funds is easy. Just look at the short and long-term ‘track record’, perhaps relative to the relevant index and peers. Others use ‘risk-adjusted performance’ instead, which in practical terms means using a ratio like Sharpe Ratio, Information Ratio or Sortino Ratio. The sophisticated add
- Published in Advisory Process, Featured
50 shades of value investing in India
15 July, 2022
by MMI Team
While everyone agrees that value investing is buying a stock for less than its intrinsic value, this is easier said than done. There is no one way to calculate intrinsic value. Over time Warren Buffet’s definition of value has changed from the ‘cigar butt’ approach that his mentor Ben Graham espoused to a more broader
- Published in Portfolio Construction, Equities, Featured
How active and skilled are Indian equity funds?
22 June, 2022
by MMI Team, Devasri Davey, Charles Mathew, Amit Soni, Revant Sharma, Rahul Sharma
While retail investors and advisers track various performance-based quantitative parameters such as excess returns and Sharpe ratio on mutual fund fact sheets, the professional investment consulting industry uses more advanced measures such as tracking error and information ratio to evaluate active funds. We calculated and analysed these measures for the Indian equity fund universe with
- Published in Portfolio Construction, Equities, Featured
NJ Asset Management (MF)
08 June, 2022
by MMI Team
About NJ Asset Management Private Limited, is one of the newest AMCs in India, having received its license in April 2021. The AMC is a part of the NJ India Invest Group, with ‘NJ’ representing the initials of its founders – Neeraj Choksi and Jignesh Desai – first generation entrepreneurs who began the journey of
- Published in Dossiers on MF AMCs
Do mutual fund ratings work?
16 February, 2022
by MMI Team
Investors and advisers often use ‘star ratings’ to select the ‘best mutual funds’. They assume that the mutual fund ratings, whether denoted by stars or numbers (1 to 5) or alphabets (A, B etc) or metals (gold, silver etc), would be helpful in their selection of funds that will outperform in the future. We have
- Published in Featured, Portfolio Construction, Advisory Process
P2P lending in India
21 January, 2022
by MMI Team
Peer-to-peer lending is a small sub-segment of the fast growing lending segment within fintech. It allows investors to lend to a diversified portfolio of small borrowers through digital platforms, thereby cutting out the traditional middlemen (like banks and non-banking financial companies) and earning a higher return. We look at the p2p lending landscape in India.
Are PMS better than mutual funds?
20 January, 2022
by MMI Team
With increasing flows into portfolio management services (PMS), we hear PMS providers claiming that they outperform mutual funds as a category. We decided to take a high level look at the performance. While the median PMS performance is not too different from that of mutual funds, the dispersion of returns is higher. We suggest investors
Wealthtech in India
12 January, 2022
by MMI Team
Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some players.
- Published in Business Issues, Featured
Voice of the private banker
14 December, 2021
by MMI Team
Money Management India partnered with one of the largest recruiters in financial services in India, Native, to conduct a survey of private wealth managers (PWM) in India to understand some key trends around client and RM preferences. We asked questions in three key areas – What do private bankers seek from the firms they work
- Published in Business Issues
Connected strategy for wealth management
11 November, 2021
by MMI Team
A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry is currently largely analog, disconnected and lacks scale, relying on people for most aspects of the customer journey. The paper adapts the framework from a book ‘Connected Strategy‘ by two of the authors who are
- Published in Advisory Process, Business Issues, Featured
Asset management industry profits
11 November, 2021
by MMI Team
The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points. With costs of around 13 basis points, the profits have improved to around 40 basis points. Profits add up to INR 6,859 crores (~$920m) according to an article in the Business Standard, quoting Value Research
- Published in Business Issues
Big Data and ML in funds research
11 November, 2021
by MMI Team
Fund Manager evaluation demands an assessment across multiple dimensions, including the investment process, risk management, operations, and the business model. We have compiled the latest research on using Big Data and Machine Learning (ML) in funds research. — In a live webinar organised by the CFA Society India in April 2021, Sabeeh Ashhar of Morningstar
- Published in Portfolio Construction
India’s pension system needs work
11 November, 2021
by MMI Team
India’s pension system ranked 40th out of 43 national systems, according to the Mercer CFA Institute Global Pension Index. The index compares 43 retirement income systems with respect of adequacy, sustainability and integrity. Here is the link to the press release and report. Mercer CFA Institute Global Pension Index press release for India
- Published in Wealth Planning
White Oak Capital Asset Management (MF)
04 November, 2021
by MMI Team, Oraina Dsouza
About WhiteOak Capital Asset Management is an investment management and advisory firm established by Prashant Khemka in June 2017. The AMC is a subsidiary of WhiteOak Capital group of companies after having acquired Yes Bank’s Asset Management business in November 2021. With operations across India, Singapore, Mauritius, the UK, and Switzerland, WhiteOak Capital has attracted
- Published in Dossiers on MF AMCs
LIC Asset Management
04 November, 2021
by MMI Team
About LIC Mutual Fund was established on 20th April 1989 by LIC of India, as an associate company of Life Insurance Corporations of India. The AMC currently operates with funds Rs.17,817 cr. across 26 different schemes. Key staff T S Ramakrishnan Managing Director and Chief Executive Officer, effective .. Ramakrishnan has an experience of over
- Published in Dossiers on MF AMCs
ITI Asset Management (MF)
04 November, 2021
by MMI Team
About ITI Asset Management Company Limited (ITI AMC) launched its mutual fund business in 2019. ITI AMC is part of Investment Trust of India Ltd (ITI Group). ITI Group was the promoter of the first private sector mutual fund launched in India, Pioneer ITI Mutual Fund, which later on was taken over by Franklin Templeton Mutual
- Published in Dossiers on MF AMCs
IL&FS Asset Management
04 November, 2021
by MMI Team
https://www.ilfsinfrafund.com/
- Published in Dossiers on MF AMCs
InCred Wealth
29 October, 2021
by MMI Team
InCred Wealth is part of the InCred financial services platform that aims to leverage technology and data-science to ease many pain-points and disrupt many segments. The group founder, Bhupinder Singh, has been an investment banker with Deutsche Bank for more than 15 years. He set up an NBFC, InCred Finance in 2016 with the backing
- Published in Dossiers on wealth firms
The market for private wealth
25 October, 2021
by MMI Team
India has been a promising wealth management market for a while. The growing ‘middle class’ is part of folklore. The rich Indians may not be as ‘crazy’ as the Asians in terms of conspicuous consumption but the numbers have been growing steadily. So the prospects for the wealth management industry, as a whole, and the
- Published in Business Issues
Private wealth’s value proposition
25 October, 2021
by MMI Team
While the number of high net worth individuals and the size of their wealth give an indication of the ‘potential market size’ (or total addressable market) for the overall savings or money management industry, we now look at how the wealth industry chooses to respond to client needs. In other words, we explore the ‘value
- Published in Business Issues
Edelweiss Wealth (AIF)
23 October, 2021
by MMI Team
Fund name Asset class License Crossover Opportunities Fund III Late- Stage PE & Pre IPO SEBI AIF CAT II About Edelweiss Wealth Management (EWM) is one of India’s largest wealth management firms with Assets under Advisory (AUA) of over ~ USD 19 billion servicing ~6, 70,000 Affluent & HNIs and ~2,400 of India’s wealthiest families.
- Published in Dossiers on PE-VC
Edelweiss AMC (AIF)
23 October, 2021
by MMI Team
Funds managed Fund name Asset class Licence Edelweiss Alpha Fund Long only AIF About https://www.edelweissmf.com/ Key staff Radhika Gupta – Managing Director & Chief Executive Officer – Radhika Gupta has more than 15 years of global asset management experience. She started her career with global giants McKinsey and AQR Capital, and then moved to India
- Published in Dossiers on HF-LongOnly
ICICI Venture (RE)
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License India Real Estate Investment Fund (IREIT) Real estate IN/AIF2/16-17/0271 India Advantage Fund Real Estate Series 1 Real estate India Advantage Fund Real Estate Series 2 Real estate HIOP Small Office Fund 1 Real estate IN/AIF2/21-22/0880 Note: There is no publicly available data on HIOP Small Office
- Published in Dossiers on RE-Infra
Eximius Ventures
23 October, 2021
by MMI Team
Fund name Asset class – category License Eximius Ventures fund 1 Venture capital Sebi CAT 1 AIF About Eximius is a SEBI Registered (Cat 1 AIF) micro venture fund, founded in 2020 on the principle of building an equitable ecosystem in the startup world. Pearl Agarwal, founder, and managing director, strongly believes that while capital
- Published in Dossiers on PE-VC
Gaja Capital India
23 October, 2021
by MMI Team
About Gaja Capital India Fund 2020 Llp is a Limited Liability Partnership firm incorporated on 02 June 2020. It is registered at Registrar of Companies, Delhi. Its total obligation of contribution is Rs. 50,000,000. Gaja Capital India Fund 2020 Llp’s last financial year end date for which Statement of Accounts and Solvency were filed is
- Published in Dossiers on PE-VC
Gemba Capital
23 October, 2021
by MMI Team, Aryan Pandey
About Gemba Capital invests in post-seed stage startups that are scalable and looking for angel investments. Key staff Adith Podhar – Founder – An Entrepreneur by heart and an investor by profession.The experience as a PE investor and as an Entrepreneur has given him unique skill sets to understand businesses and people. Gemba Capital (www.gembacapital.in)
- Published in Dossiers on PE-VC
GMO-Z. Com Payment Gateway
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License GMO-Z. Com Payment Gateway India Credit Fund Not clear AIF Cat2IN/AIF2/20-21/0870 About MO-Z.COM PAYMENT GATEWAY INDIA PRIVATE LIMITED is listed in the class of Private company and classified as non-govt company. This company is registered at Registrar of Companies (ROC), RoC-Mumbai with an Authorized Share Capital
- Published in Dossiers on AIF AMCs
Guardian Partners
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Guardian Capital Partners Fund Category-II Alternative Investment Fund IN/AIF3/21-22/0918 About GUARDIAN PARTNERS LLP is a limited liability partnership limited company based in India. We are a reliable organization engaged in this business with a qualitative range of industrial products. We are also one of the leading
- Published in Dossiers on HF-LongOnly
Harmony Capital
23 October, 2021
by MMI Team
Funds managed Fund name Asset class- category License Harmony Alternative Investment Fund Equity- long only/ multi-cap IN/AIF3/12-13/0023 About Harmony Alternative Investment Fund Trust has been formed in India as a private umbrella trust under the Indian Trusts Act, 1882 and is registered in India under the Indian Registration Act, 1908.. The Trust is registered as
- Published in Dossiers on HF-LongOnly
Dhyana Capital
23 October, 2021
by MMI Team
Fund name Asset class – category Licence Dhyana Capital Fund Equity – long only SEBI AIF CAT-3 About Dhyana Capital (“Fund”) is registered with the Securities and Exchange Board of India (“SEBI”) as a Category III Alternative Investment Fund under the SEBI (Alternative Investment Fund) Regulations, 2012. Dhyana Equity LLP is the investment manager (“Manager”)
- Published in Dossiers on HF-LongOnly
Aequitas Investment Consultancy
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Aequitas Equity Scheme I Equities – long-only- small cap and mid cap IN/AIF3/18-19/0638 About The company is a research focused fund house investing in listed companies, that have significant potential for long-term capital appreciation. It is in the process of setting up their first offshore fund
- Published in Dossiers on HF-LongOnly
IAN Capital
23 October, 2021
by MMI Team
About Indian Angel Network is a network of Angel investors keen to invest in any early-stage businesses which have potential to create disproportionate value. The members of the Network are leaders in the entrepreneurial eco-system as they have had strong operational experience as CEOs or a background of creating new and successful ventures. They share
- Published in Dossiers on PE-VC
ICICI Venture
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License India Real Estate Investment Fund Real estate About ICICI Venture was founded in 1988 as the Technology Development and Information Company of India Limited, through a joint venture between the ICICI Limited and Unit Trust of India. In 1998 it became a wholly owned subsidiary of
- Published in Dossiers on RE-Infra
Alchemy Capital
23 October, 2021
by MMI Team
Funds managed Fund name Asset class Licence Alchemy Alternative Investment Trust Equity – long only IN/AIF3/17-18/0381 About With a collective expertise of 100 years in the Indian equity market, Lashit Sanghvi, Ashwin Kedia, Rakesh Jhunjhunwala and Hiren Ved founded Alchemy Capital Management in 1999. Alchemy has grown in repute over the last 19 years and
- Published in Dossiers on HF-LongOnly
IIFL AMC (HF)
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category Licence IIFL Opportunities Fund Equity – long only IN/AIF3/20-21/0856 About IIFL Asset Management Ltd. is part of IIFL Investment Managers (formerly IIFL Wealth & Asset Management Ltd). IIFL AMC is an India-focused global asset management firm, launched with an objective of providing differentiated investment products suited for
- Published in Dossiers on HF-LongOnly
Funds managed Fund name Asset class – category License no Benzai 10 Investment Trust Venture Capital AIF Category 2 IN/AIF2/21-22/0887 About Benzai10 Investment Ventures Private Limited has a SEBI Registration for a Category II AIF focused on investing in Agriculture & Allied sector. The fund is being administered by the best-in-class service providers. The company
- Published in Dossiers on PE-VC
Fund name Asset class – category License Core91 VC TRUST Venture Capital IN/AIF2/21-22/0881 About Core91 Vc Llp is a Limited Liability Partnership firm incorporated on 06 August 2020. It is registered at the Registrar of Companies, Mumbai. Its total obligation of contribution is Rs. 100,000. Core91 Vc Llp’s last financial year end date for which
- Published in Dossiers on PE-VC
Bay Capital Investment Managers
23 October, 2021
by MMI Team
Fund name Asset class- category License Bay Capital Investment Trust Equity- long only AIF Cat-iii(N/AIF3/14-15/0132) About Bay Capital partners is a leading independent, India focused investment manager established in 2006. We invest the way we want our capital to be managed – with the utmost care. Hence, we are shareholders alongside our investors. The overarching
- Published in Dossiers on HF-LongOnly
BLinC Invest
23 October, 2021
by MMI Team
Fund Fund name Asset class – Category License BLinC – 1 Venture Capital AIF Category 2IN/AIF2/20-21/0864 About Mumbai, Maharashtra based BLinC Invest is an India-based venture capital firm committed to funding EdTech and FinTech start-ups focused on building a better tomorrow by harnessing the power of technology. They believe it is not enough to be
- Published in Dossiers on PE-VC
Abans Group (AIF )
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Abans Investment Trust Not clear Category-II Alternative Investment FundIN/AIF2/21-22/0896 About The Abans group, founded by Abhishek Bansal, a new age-entrepreneur, in 2005, is an organization of creatively disruptive individuals who are observing, learning, and constantly reinventing common industry practices. Under the umbrella of investment management, the
- Published in Dossiers on AIF AMCs
Antler Innovation India
23 October, 2021
by MMI Team
About Antler Innovation India Private Limited is a Private incorporated on 10 October 2020. It is classified as Non-govt company and is registered at Registrar of Companies, Bangalore. Its authorized share capital is Rs. 2,000,000 and its paid up capital is Rs. 836,250. It is inolved in Business activities n.e.c. Antler Innovation India Private Limited’s
- Published in Dossiers on PE-VC
Embassy Group
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Embassy
- Published in Dossiers on RE-Infra
Hamsa Asset Management
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Hamsa Solar Fund 1 Private equity – Renewable energy SEBI AIF CAT 2 About Hamsa Asset Management Private Limited is a private incorporated on 24 July 2020. It is classified as a Non-govt company and is registered at Registrar of Companies, Chennai. The firm’s AGM was
- Published in Dossiers on PE-VC
Enzia Ventures
23 October, 2021
by MMI Team
Fund managed Fund name Asset class – category Enzia Investment Trust Venture capital About Enzia Ventures LLP is a Limited Liability Partnership firm incorporated on 01 August 2019. It is registered at Registrar of Companies, Mumbai with an authorized share capital of Rs. 0. Its total obligation of contribution is Rs. 30,000. The company has
- Published in Dossiers on PE-VC
2 Point 2 Capital
23 October, 2021
by MMI Team
Name of the fund Asset class- category License 2Point2 capital trust Equity-long only AIF-III(IN/AIF3/19-20/0686) About 2Point2 Capital is an investment firm that focuses on taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations. As investment managers, their primary goal is to protect capital followed by their goal
- Published in Dossiers on HF-LongOnly
Indian stock exchanges
19 October, 2021
by MMI Team
There are many stock exchanges in India, but only two main ones on which most of the stock trading occurs – BSE (previously Bombay Stock Exchange) – oldest stock exchange in Asia, dating back to the 1850s, now a listed company National Stock Exchange – NSE was established in 1992 to provide a modern, fully
- Published in Economy & Markets
Green Lantern Capital
15 October, 2021
by MMI Team, disha dorugade
Funds managed Fund Category License Growth fund Mid & Small Cap PMS Alpha fund Multi-Cap PMS About Green Lantern Capital LLP is a SEBI-registered portfolio management company, based in Mumbai, India , incorporated on 03 December 2016. They practice research oriented, disciplined approach to investing and invest in multi-asset portfolios, benchmark and market capitalization agnostic
- Published in Dossiers on PMS AMC
IIFCL Asset Management
04 October, 2021
by MMI Team
About Established in 2006. IIFCL Asset Management Co. Ltd. is a wholly owned by Govt of India. Their major goal is to channel long-term finance to viable infrastructure projects via a Special Purpose Vehicle (SPV) known as India Infrastructure Finance Company Ltd. (IIFCL). IIFCL MF IDF is sponsored by IIFCL (a “AA+” rated wholly owned
- Published in Dossiers on MF AMCs
Hidden risks and opportunities in India
15 August, 2021
by MMI Team
The Marsh McLennan group released a report ‘The Elephants in the Room: Hidden Risks and Opportunities in India‘ in July 2021. It’s a compendium of articles that represent key economic and social issues which organisations in India have to contend with. India recently regained the title of being the fastest growing major economy after a
- Published in Economy & Markets
ICICI Securities Private Wealth
18 June, 2021
by MMI Team
“We are a specialist team. So, in a broad philosophical way if we were to look at, in a bank setup, obviously it’s a far more general approach to doing wealth management versus a Securities Company, who does investments” said Anupam Guha, head of private wealth. As one of two private wealth brands within the
- Published in Dossiers on wealth firms
Logos India
15 June, 2021
by MMI Team
Funds managed Fund name Asset Class License LOGOS India Logistics Venture Fund Real estate IN/AIF2/17-18/0523 About LOGOS’ Indian business is an Alternate Investments Fund registered with SEBI and managed by LAI Investment Manager Pvt Ltd, a Joint Venture between LOGOS Property Group and Assetz Property Group. The partnership established a new standalone platform named “LOGOS
- Published in Dossiers on RE-Infra
ASK Wealth Advisors
15 June, 2021
by MMI Team
Launched in 2007, ASK Wealth Advisors (ASK WA) was part of the first wave of launches of private wealth firms. The parent company, ASK Group had started in the early 80s and formed a joint venture with US-based Raymond James in the 90s to offer investment management services through a portfolio management service (PMS) structure.
- Published in Dossiers on wealth firms
Welspun One
07 June, 2021
by MMI Team
About Welspun One Logistics Parks (WOLP) is an integrated fund, asset, and development management organisation delivering large-format, institutional Grade A warehousing & industrial parks across India. Welspun One is backed by a large conglomerate, the Welspun Group-which has been delivering industrial projects for over three decades. They have the ability to leverage several operational synergies
- Published in Dossiers on RE-Infra
Secura Investment Management
07 June, 2021
by MMI Team
Funds managed Fund Name Asset Class License Secura India Realty AIF real estate SEBI CAT 2 About Secura Investment Management (India) Private Limited is a Private incorporated on 19 May 2008. It is classified as Non-govt company and is registered at Registrar of Companies, Ernakulum. Company is promoted by reputed professionals in association with reputed professionals in
- Published in Dossiers on RE-Infra
QVC Realty
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License QVC India Real Estate Trust Fund I Real Estate SEBI CAT II About QVC Realty Co Ltd is a real estate development company focused on developing signature real estate properties across major Tier I cities in India. https://www.qvcrealty.com/about Key staff Prakash Gurbaxani- Prakash Gurbaxani is a Chief Executive
- Published in Dossiers on RE-Infra
Purple Elephant Realty Advisor
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License Purple Elephant Realty Fund Real Estate SEBI AIF CAT II About Purple Elephant Realty Advisor LLP was established in 2017 and it is promoted by Parikh Real Estate Management which is a real estate advisory & transaction firm. Purple Elephant Realty is a real estate firm based in
- Published in Dossiers on RE-Infra
Prozone Intu Properties
07 June, 2021
by MMI Team
Funds managed Fund name Asset class License Prozone Intu Realty Fund Real Estate SEBI AIF Cat 2 About Prozone Intu has been set up to create, develop and manage world-class regional shopping centres and associated mixed-use developments pan-India. Their partner Intu Properties Plc, UK owns and manage 12 of the top 20 UK Shopping Centre’s
- Published in Dossiers on RE-Infra
Piramal Infrastructure
07 June, 2021
by MMI Team
Funds managed FUND NAME REGISTRATION NUMBER PIRAMAL INFRASTRUCTURE FUND IN/AIF1/13-14/0076 About Piramal Infrastructure Private Limited is a Private incorporated on 27 August 2010. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 365,000,000 and its paid up capital is Rs. 356,800,000. It is involved
- Published in Dossiers on RE-Infra
Northern Arc Investments
07 June, 2021
by MMI Team
Funds managed IFMR FImpact Investment Fund IFMR FImpact Long Term Multi Asset Class Fund IFMR FImpact Medium Term Microfinance Fund IFMR Fimpact Long Term Credit Fund IFMR FImpact Medium Term Opportunities Fund IFMR FImpact Income Builder Fund Northern Arc Money Market Alpha Fund (IN/AIF3/18-19/0601) Northern Arc India Impact Fund (IN/AIF2/18-19/0661) Northern Arc Income Builder Fund
- Published in Dossiers on RE-Infra
Morgan Stanley Investment Management
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License North Haven India Infrastructure Fund PE- Infrastructure focused SEBI AIF CAT II About Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Morgan Stanley Investment Management Private Limited is a private
- Published in Dossiers on RE-Infra
Kotak Investment Advisors (Real estate)
07 June, 2021
by MMI Team
Funds managed Fund name Asset class License Kotak India affordable housing fund – I Real estate SEBI AIF CAT 2 Kotak India real estate fund VIII Real estate SEBI AIF CAT 2 Kotak India real estate fund – IX Real estate SEBI AIF CAT 2 India office assets funds I Real estate SEBI AIF CAT
- Published in Dossiers on RE-Infra
Kautilya Finance Investment Advisors
07 June, 2021
by MMI Team
Fund managed Kautilya Real Estate Fund (IN/AIF2/18-19/0574) Category: RE Debt (AIF CAT 2) About Kautilya Finance is one of the six specialised real estate investment platforms of Aevitas Property Partners which was founded in 2012. Kautilya Finance BV (“Kautilya Finance”) is an Amsterdam based Securities Exchange Board of India (SEBI) registered Foreign Portfolio Investor. It
- Published in Dossiers on RE-Infra
Investcorp
07 June, 2021
by MMI Team
Fund Registeresd ID: IN/AIF2/15-16/0183 About Investcorp is a global manager of alternative investments with six lines of businesses, including: private equity, real estate, absolute return investments, infrastructure, credit management, and strategic capital. In 1982, they began as a pioneer in private equity, acting as a bridge between the Gulf and the rest of the world
- Published in Dossiers on RE-Infra
Indiabulls AMC
07 June, 2021
by MMI Team
Funds managed Fund Name Asset Class Licence Indiabulls Real Estate Fund Real Estate AIF CAT II Indiabulls India Opportunities Fund Real Estate AIF CAT II Indiabulls High Yield Fund Real Estate AIF CAT II Dual Advantage Commercial Asset Fund (DACA) Real Estate AIF CAT II About Indiabulls Group is one of India’s largest groups in
- Published in Dossiers on RE-Infra
Motilal Oswal Real Estate
07 June, 2021
by MMI Team
Funds managed Funds Structure investments Status No. of Investments* Investments Exit* IREF Structured Equity Investments Close 7 7 IREF II Mezzanine Close 14 (including reinvestment) 11 IREF III Structured equity / mezzanine investments Close 24 6 IREF IV Structured equity / mezzanine investments Close 10 – IREF V Structured debt investments Active – – *as
- Published in Dossiers on RE-Infra
IDFC Alternatives
07 June, 2021
by MMI Team
https://www.idfc.com/alternatives/infra-equity/our-mandate.ht Funds managed Fund name Asset Class License India Infrastructure Fund India Infrastructure Fund 2Real Estate Yield Fund InfrastructureInfrastructureReal estate- debt SEBI AIF Cat 2SEBI AIF Cat 2SEBI AIF Cat 2 About IDFC Alternatives is one of India’s leading multi-asset class investment managers. IDFC Alternatives is IDFC’s alternative asset management vertical and manages over USD 3.4
- Published in Dossiers on RE-Infra
ICICI Prudential Real Estate
07 June, 2021
by MMI Team
Funds managed Name Asset class License ICICI Prudential Debt FundIN/AIF2/14-15/0105 Debt AIF Category 2 ICICI Prudential Real Estate AIFIN/AIF2/14-15/0112 Real estate AIF Category 2 About ICICI Prudential Asset Management Company is a joint venture between ICICI Bank of India and Prudential Plc of the UK. It is one of the most pre-eminent real estate investors
- Published in Dossiers on RE-Infra
HDFC Capital Advisors
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License HDFC Capital Affordable Real Estate Fund -1 Real Estate SEBI AIF Cat 2 HDFC Capital Affordable Real Estate Fund -2 Real Estate SEBI AIF Cat 2 HDFC Capital Affordable Real Estate
- Published in Dossiers on RE-Infra
Funds managed EverCred Real Estate Credit Plus (Everstone Group) About The Everstone Group is one of Asia’s premier investment groups focused on cross border North America – Asia investments as well as domestic investments in India and Southeast Asia. Founded in 2006 by Atul Kapur and Sameer Sain, Everstone has since emerged as a market
- Published in Dossiers on RE-Infra
Edelweiss Alternative Asset Advisors
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License EDELWEISS INDIA REAL ESTATE FUND Real Estate SEBI AIF Cat 2 EDELWEISS REAL ESTATE OPPORTUNITIES FUND Real Estate SEBI AIF Cat 2 REAL ESTATE CREDIT OPPORTUNITIES FUND Real Estate SEBI AIF Cat 2 About Edelweiss Alternative Asset Advisors are one of the largest alternative asset managers in India,
- Published in Dossiers on RE-Infra
Brookfield
07 June, 2021
by MMI Team
Fund managed Fund name Asset Class License Brookfield India Real Estate Fund Real estate SEBI AIF Cat 2 About Brookfield India Real Estate Trust is India’s only institutionally managed commercial real estate company sponsored by an affiliate of Brookfield Asset Management. One of the world’s largest alternative asset managers with approximately US $600 billion in
- Published in Dossiers on RE-Infra
Brick Eagle
07 June, 2021
by MMI Team
Funds managed Fund Name Asset class Brick Eagle India Affordable Housing Trust Real estate License – AIF Cat 2IN/AIF2/16-17/0290 About Brick Eagle was founded in 2011 with a vision to provide market-based solution for the housing poverty in India. The group strives to bridge the funding gap and empowers Local Developers across the country. Besides
- Published in Dossiers on RE-Infra
BlackSoil Capital
07 June, 2021
by MMI Team
Funds managed Fund Name Asset Class License Walton Street BlackSoil Real Estate Debt Fund-1 Real Estate AIF CAT 2 BlackSoil Realty Fund Real Estate AIF CAT 2 About BlackSoil is a Mumbai-based specialised debt financing non-banking finance firm. It was founded in 2010. The company was initiated with a mission to pioneer unique advisory and
- Published in Dossiers on RE-Infra
Black Olive Ventures
07 June, 2021
by MMI Team
Funds managed Fund name Asset Class License BLACK OLIVE REAL ESTATE OPPORTUNITIES TRUST Real Estate SEBI AIF Cat 1 About Black Olive Ventures Pvt. Ltd. (BOV) is a research driven Real Estate Valuation and Advisory services Company providing services to Creators, Investors & Users of Real Estate including Developers, Funds, HNI(s) / Family Offices, Banks,
- Published in Dossiers on RE-Infra
Athamus Venture Management
07 June, 2021
by MMI Team
Fund managed Fund name Asset Class License Excedo Realty Fund – I Real estate SEBI AIF Cat 2 About Athamus is a vertically integrated fund manager. It oversees India focused real estate funds investing at the land buy stage in end user driven micro markets of Tier 1 cities for superior returns. Investments are made into 100%
- Published in Dossiers on RE-Infra
ASK Property Investment Advisors
07 June, 2021
by MMI Team
Funds managed Fund name Asset class License ASK Real Estate Special Opportunities Portfolio – 1 Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – I Real Estate SEBI AIF Cat 2 ASK Real Estate Special Opportunities Fund – II Real Estate SEBI AIF Cat 2 ASK India Real Estate Special Opportunities
- Published in Dossiers on RE-Infra
Amplus Capital Advisors
07 June, 2021
by MMI Team
Funds managed FUND NAME ASSET CLASS LICENSE AMPLUS REALTY TRUST Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – II Real estate SEBI AIF CAT 2 AMPLUS REALTY TRUST – III Real estate SEBI AIF CAT 2 About Amplus Capital Advisors Private Limited company which is incorporated on 08 December 2011. It is classified
- Published in Dossiers on RE-Infra
Aditya Birla Sun Life AMC (Real Estate)
07 June, 2021
by MMI Team
Funds managed Fund Name Category License Aditya Birla Real Estate Fund I Real estate – equity SEBI AIF Cat 2 Aditya Birla Real Estate Debt Fund Real estate – debt SEBI AIF Cat 2 About Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group.ABCL’s subsidiaries have
- Published in Dossiers on RE-Infra
Alpha Capital
02 June, 2021
by MMI Team
About Alpha Capital is a wealth management and MFO boutique firm set up in xx. The website mentions offices in five locations – Mumbai, Gurgaon, Kolkata, Coimbatore and Siliguri. It does not mention which SEBI license the firm holds. The firm was included in the Asian Private Banker 2020, 2019 and 2018 lists of top
- Published in Dossiers on wealth firms
Axis Bank Burgundy Private
12 May, 2021
by MMI Team
While late to the party, Krishnamurthy is upbeat about its progress and future prospects, citing ‘One Axis’ as its USP. Due to its various divisions – securities/investment banking, asset management etc – being under one umbrella and control, he feels Axis Bank is able to offer a much more cohesive service to its affluent and
- Published in Dossiers on wealth firms
Cervin Family Office
12 May, 2021
by MMI Team
About Cervin Family Office was founded by Munish Ramdev who is presently the founder & CEO of the company. The firm holds the RIA license from SEBI. The team used to work together at Waterfield Advisers and hence, has experience advising over 70 family offices and UHNV individuals with over USD 3.5 billion in financial
- Published in Dossiers on wealth firms
Entrust Family Office
12 May, 2021
by MMI Team
About Established in 2013, the firm helps in providing advice on both investment and non investment activities. Entrust has offices in Bangalore, Delhi, Mumbai, Chennai. Key staff Rajmohan Krishnan- Principal founder & managing director – he has a good knowledge about financial services industry and a great advisory experience. Shashank Khade- Co-founder & director –
- Published in Dossiers on wealth firms
Varanium Capital Advisors (PMS)
05 May, 2021
by MMI Team
About Varanium Capital is a Boutique Investment Advisory firm that offers asset management products to clients in India and outside India across asset classes- debt, listed equity, private equity and venture capital. Varanium Capital Advisors Private Limited (VCAPL) is a SEBI licensed Portfolio Manager. VCAPL endeavours to provide Investment solutions and advisory to HNIs and
- Published in Dossiers on PMS AMC
True Beacon
05 May, 2021
by MMI Team
About Building on co-founder Nikhil Kamath’s capital market expertise and track record (building the largest stockbroking platform Zerodha), True Beacon was established in early 2019 to change the way UHNI and HNI build wealth. The company is built on client alignment through a zero-standing-fee model, a conservative investment approach, together with liquidity and techenabled
- Published in Dossiers on HF-LongOnly
Tata Asset Management (PMS)
04 May, 2021
by MMI Team
About Tata Portfolio Management Services (Tata PMS) is managed by Tata Asset Management Limited (TAML). It was established on 15th March 1994. They have a presence in more than 80 locations across India. It is the only portfolio management company in the country that follows the excellent business model of the USA i.e Malcom Baldrige
- Published in Dossiers on PMS AMC
Valcreate Investment Managers
03 May, 2021
by MMI Team
About Valcreate Investment Managers is a SEBI registered Portfolio Management Service. They are a research-focused organization. Since inception, all their portfolios are beating relevant benchmarks by a wide margin. SEBI Registration No. INP000005980 They are a highly disciplined research engine, and they buy stocks based on a strong understanding of the underlying businesses. Further, they
- Published in Dossiers on PMS AMC
About Wyridian has been registered with SEBI as a portfolio manager on February 27, 2018, bearing registration number INP000005953 to offer investment management, portfolio management, and advisory services to High Networth Individuals (HNIs), institutional clients, corporates and other permissible class of Investors. The Portfolio Manager conducts its business under the brand name of ‘Upside AI’.
- Published in Dossiers on PMS AMC
Tamohara Investment Managers
03 May, 2021
by MMI Team
About Tamohara Investment Managers is a SEBI registered portfolio management company (INP000004763) incorporated on 26th September, 2014. The investments are generally based in benchmark and cap agnostic equity and multi asset portfolios, providing fund management and advisory services. Tamohara’s investments are backed by heavy research which helps them in identifying good businesses that will give
- Published in Dossiers on PMS AMC
Stallion Asset
03 May, 2021
by MMI Team
About Stallion Asset is a SEBI Registered (INP000006129) Portfolio Management Services following growth investing as its core philosophy. They started as a research analysis company and have become a portfolio management company due to consistent performance on their research analysis services which helped their clients to successfully & consistently beat the market. They are specialists
- Published in Dossiers on PMS AMC
Spark Fund Managers
03 May, 2021
by MMI Team
About Spark Fund Managers is the Equity Asset Management (EAM) arm of Spark Capital (Spark). It is SEBI registered portfolio management company(INP000006235). It was registered on 14th November 2018. It has mainly two offerings under its Portfolio Management Services, i.e. India@75 Flexicap Strategy and Core and Satellite Strategy. Both of them mainly deal in listed
- Published in Dossiers on PMS AMC
About Sharekhan Limited is a Public incorporated on 20 April 1995. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 900,000,000 and its paid up capital is Rs. 587,461,760. It is inolved in EXTRA TERRITORIAL ORGANIZATIONS AND BODIES. Sharekhan Limited’s Annual General Meeting (AGM)
- Published in Dossiers on PMS AMC
SageOne Investment Managers (PMS)
03 May, 2021
by MMI Team
About In 2012, SageOne Investment Managers LLP (Previously known as SageOne Investment Advisors LLP) was co-founded by Mr. Samit Vartak, with a motivation to share his skills of identifying great businesses with investors at large. They offer investment management services through Portfolio Management Services (PMS) and Category III Alternative Investment Fund (AIF) structures. Sage meaning
- Published in Dossiers on PMS AMC
ProAlpha Capital (PMS)
03 May, 2021
by MMI Team
About ProAlpha Capital was formed in 2016 to implement fundamental, quantitative and systematic trading strategies that its team had been developing since 2008 and managing since 2011. It focuses on both technical and fundamental quantitative strategies aimed at the Indian market. It is the only F&O manager regulated by US regulators. It is a pioneer
- Published in Dossiers on PMS AMC
Pelican PMS
03 May, 2021
by MMI Team
About Pelican Holdings Private Limited was established in the year 2003 as part of the multi-faceted Pelican Group which has interests across Capital markets and Corporate advisory. For nearly two decades the Pelican Group and its Partners have served as advisors to clients investing across various asset classes. Pelican has served the needs of both
- Published in Dossiers on PMS AMC
NJ Asset Management
03 May, 2021
by MMI Team
Funds managed Fund Name Asset Class License Multicap Portfolio Equity PMS Bluechip Portfolio Equity PMS Freedom ETF Portfolio Equity ETF PMS Dynamic Stock Allocation Portfolio- Aggressive Equity/Debt PMS Dynamic Stock Allocation Portfolio- Conservative Equity/Debt PMS Dynamic ETF Allocation Portfolio- Aggressive Equity/Debt PMS Dynamic ETF Allocation Portfolio- Conservative Equity/Debt PMS About NJ Asset Management Private Limited
- Published in Dossiers on PMS AMC
NAFA Asset Managers
03 May, 2021
by MMI Team
About NAFA Capital Advisors, the parent company of NAFA Asset Managers, is an India-focused, integrated financial services platform with activities in investment management and corporate advisory. NAFA Capital Advisors specialises in providing a variety of financial services, advisory services and asset management services across a broad array of asset classes under a single umbrella. It
- Published in Dossiers on PMS AMC
Master Portfolio Services
03 May, 2021
by MMI Team
About Master Portfolio Services Limited (MPSL) is a public limited company incorporated under the Companies Act, 1956 to do business of portfolio management services. It has been registered with Securities and Exchange Board of India (SEBI) as a Portfolio Manager since February 2003, with registration Number INP000001637 under the SEBI (Portfolio Managers) Regulations 2020. Our
- Published in Dossiers on PMS AMC
Karma Capital Advisors
03 May, 2021
by MMI Team
About Karma Capital Advisors Pvt Ltd. (KCA) is a Mumbai based independent investment management organization founded in 2005. KCA is domiciled in India as a private limited company. The firm has value driven investment philosophy with a medium to long term time horizon. KCA is a SEBI (Securities and Exchange Board of India) registered and
- Published in Dossiers on PMS AMC
Jainam Share Consultant
03 May, 2021
by MMI Team
About Jainam is a one stop destination for all the financial services under the sun. From equity trading to commodity trading, from research and analysis to wealth management advisory, from E-broking to E-KYC, and customising services for non-resident Indians, Jainam Share Consultants Pvt Ltd masters it all.. Jainam Share Consultants Pvt Ltd offers multiple broking
- Published in Dossiers on PMS AMC
Hem Securities
03 May, 2021
by MMI Team
About Hem Securities Limited is a Public incorporated on 14 July 1995. Company draws inspiration from faith and confidence that our clients have in our commitment and performance, this inspiration is what drives each and every one of us at HEM to continuously excel. SEBI registration no. INZOOO168034 Key staff Founder- Hem chand jain,
- Published in Dossiers on PMS AMC
Geojit Financial Services
03 May, 2021
by MMI Team
About Geojit Financial Services (wvvw.geojit.com)is one of the leading investment services companies in India, with a strong presence in the Gulf Corporation Council (GCC) countries. In 1997, Launch of Portfolio Management Services with SEBI registration It has 11 lakh clients, a network of 460 offices and has Assets Under Custody and Management worth Rs 47,000
- Published in Dossiers on PMS AMC
Equirus Securities
03 May, 2021
by MMI Team
About Equirus Capital was founded in July 2007, with initial focus in M&A and Private Equity advisory. Equirus has built impeccable credential and market standing across domains & has created a niche for itself in its ability to structure and deliver transactions in-line with client’s requirement. With a view to broad base its service
- Published in Dossiers on PMS AMC
Emkay Investment Managers
03 May, 2021
by MMI Team
About Emkay Investment Managers Ltd. is a SEBI registered portfolio management and investment advisory company incorporated in 2010. It is the asset management part of Emkay Global Financial Services Ltd. Emkay Portfolio Management Services expertise ranges across the span of the Indian equities market, from blue-chip large cap funds and well performing mid-cap funds to
- Published in Dossiers on PMS AMC
Choice PMS
03 May, 2021
by MMI Team
Funds managed Fund name Asset Class License New India Strategy Equity PMS Ideal India Strategy Equity PMS About Choice is a SEBI registered portfolio manager vide registration number INP000005856. Inception of the firm December 26, 2007 Portfolio Management Services is a highly sophisticated service wherein a portfolio manager makes investments in equity, fixed income, debt
- Published in Dossiers on PMS AMC
Centrum PMS
03 May, 2021
by MMI Team
About Centrum Broking was founded by Chandir Gidwani in 1994. Later in 2011-12 it became a subsidiary of Centrum Capital. Centrum is a well- respected Financial Services Group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. The institutional services include Investment Banking. SME,MSME and Micro Finance loans and an
- Published in Dossiers on PMS AMC
Anand Rathi Advisory (PMS)
03 May, 2021
by MMI Team
Funds Managed Asset Class License Impress PMS Multi cap PMS Portfolio Plus Multi cap PMS MNC PMS Thematic PMS About Anand Rathi Advisors Ltd. is a part of Anand Rathi Group (ARG) completing 25 years in the Financial Services Industry. Anand Rathi Global Finance Limited (ARGFL) was incorporated on 3rd February, 1982. They have presence
- Published in Dossiers on PMS AMC
Ambit Capital PMS
03 May, 2021
by MMI Team
About Ambit is one of India’s premier providers of financial advice and capital. They are focused on delivering tailor-made financial solutions that are suitable to their clients’ needs. These are based on their deep understanding of the Indian economy and market forces, unmatched research and their client-focused approach. At the core of their solutions lies
- Published in Dossiers on PMS AMC
Aditya Birla PMS
03 May, 2021
by MMI Team
About Aditya Birla Capital Limited was founded in 2007. It’s now a listed company. Fund details Management FeesAs per commission modelUpfront Fees1.2% – 2.2% of Asset ValueBrokerage Charges0.01% – 0.06% of Total Transaction ValueCustodian Charges0.25% – 0.45% of Asset ValueDepository Charges0.21% – 0.32% of Asset ValueExit Load – within 12 months1.2% – 2.2% of Withdrawal
- Published in Dossiers on PMS AMC
Envision Capital
14 April, 2021
by MMI Team
About Envision Capital is an investment management institution formed in 2009 by Nilesh Shah and regulated by SEBI offering portfolio management services & portfolio advisory services to select institutions, family offices and private clients. SEBI registered Portfolio Manager (Registration number – INP000003575) Key staff Nilesh Shah – Founder Nilesh is the Founder and Chief Executive
- Published in Dossiers on PMS AMC
JM Financial Asset Management
04 April, 2021
by MMI Team, PRASEENA PADMAKARAN _
About JM Financial Asset Management represents the mutual fund business of the JM Financial Group. It commenced operations in 1994 and is one of the oldest private sector mutual funds in the country. It has a base of over 16,000 distributors across India, covering multiple locations. This business offers a range of around 12 products
- Published in Dossiers on MF AMCs
Validus Wealth
17 March, 2021
by MMI Team
About Validus Wealth Advisors (India) Private Limited founded by Atul Singh, incorporated on 13 February 2018 as WGC Wealth. LGT, private banking and asset management group owned by the Princely Family of Liechtenstein, acquired a controlling stake in Validus Wealth. Presence across 9 cities in India. Total employees: 175 (2020), Relationship managers/ advisers: 75 (2019, Asian
- Published in Dossiers on wealth firms
Julius Baer Wealth
17 March, 2021
by MMI Team
About Julius Baer Wealth Advisors (India) Private Limited was incorporated on 27 June 2014. JBWA is a 100% subsidiary of Julius Baer Group Ltd. and Julius Baer is a 130-year-old private bank spread across 60 locations worldwide and a public company listed on Swiss Stock Exchange The business was earlier known as Merrill Lynch Wealth
- Published in Dossiers on wealth firms
Edelweiss Private Wealth
10 March, 2021
by MMI Team
Established in 2010, Edelweiss Private Wealth was a step behind some of its counterparts which started in 2007. But it has made up for lost ground by growing faster than almost all its competitors. At an AUA figure of USD 15 billion, it’s among the top three in the industry. In 2020, private equity
- Published in Dossiers on wealth firms
Centrum Wealth Management
09 March, 2021
by MMI Team
Founded in 1997, Centrum had grown to be a respected financial services group, with diversified fee businesses and a rapidly growing lending platform for institutions and individuals. About five years ago, Jaspal Bindra joined the group as executive chairman and investor, bringing with him decades of experience having built the Standard Chartered Bank in Asia.
- Published in Dossiers on wealth firms
Principal Asset Management
04 November, 2020
by MMI Team
About Principal Asset Management Pvt. Ltd is investment manager of Principal Mutual Fund. Principal AMC manages assets under various debt and equity funds with average AUM of 8631.56 Crs* contributed by over 5.6 Lac investors. The MF business was sold to Sundaram Asset Management in 2021. Principal surrendered its license and hence ceases to exist
- Published in Dossiers on MF AMCs
Career in Asset Management (Mutual Funds)
06 October, 2020
by MMI Team
What is Asset Management? Asset management is investing a pool of investments into different assets like securities, stocks, bonds, real estate managed by a manager who is compensated by fees or certain percentage of assets of investors or commissions as they do market analysis and create a portfolio of investment for their clients. Link to
- Published in 5_Careers, Asset Management
About the firm Business Model The firm does not charge for its quantitative ratings (CRISIL mutual funds rankings). It does not appear to make money from advertising either. However, its qualitative research is available only part of paid consulting assignments with private wealth management and other institutional investors. Investment philosophy CRISIL mutual fund ranking (CMFR)
- Published in Dossiers on Rating Agencies
Morningstar
28 July, 2020
by MMI Team
About Founded in 1984, Morningstar has grown from a startup to a global research company in 35 years. A 27-year old stock analyst , Joe Mansueto thought it was unfair that people didn’t have access to the same information as financial information as financial professionals. So he hired a few people and set up shop
- Published in Dossiers on Rating Agencies
Edelweiss Asset Management (MF)
06 July, 2020
by MMI Team, Ganesh Hulke
About Edelweiss Asset Management Limited is owned and managed by Edelweiss Financial Services Limited, an Indian conglomerate operating in the financial services sector of the company since 1996. As of March 30th, 2023, it had an AUM of Rs 1 Lakh crore (~ $13.5 billion @ 82 INR per USD) spread across 41 mutual fund
- Published in Dossiers on MF AMCs
Franklin Templeton Asset Management (MF)
04 July, 2020
by MMI Team, Meet Joshi, Ganesh Hulke
About Franklin Templeton’s India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996. Franklin Templeton Investments is a global investment firm and holding company. It was founded in 1947 by Rupert H. Johnson,
- Published in Dossiers on MF AMCs
Kotak Asset Management (MF)
02 July, 2020
by MMI Team, vidhi agarwal, Tanvi Gandhi
About Kotak Mahindra AMC was established in December 1998 as a subsidiary of Kotak Mahindra Bank Limited. As per an AMFI report, it ranks as the fifth largest asset management company in India, with assets under management of INR 289,343 crores (~ USD 36.16 billion, conversion rate of $1 to INR 80) as of March
- Published in Dossiers on MF AMCs
ICICI Prudential Asset Management (MF)
02 July, 2020
by MMI Team, Parthasarthy venkat, Akash Damani
About ICICI Prudential Asset Management Company Limited was incorporated on June 22, 1993. The principal shareholders of the Company are ICICI Bank Limited, owning a 51% stake and Prudential Corporation Holdings Limited, one of the UK’s largest players in the financial services sector, owning 49% stake. Asset under Management (AUM) of ICICI AMC stand at
- Published in Dossiers on MF AMCs
HDFC Asset management (MF)
02 July, 2020
by MMI Team, Akash Damani
About Established in 1999, HDFC AMC entered into a joint venture in 2001 between Housing Development Finance Corporation Limited and Aberdeen Plc (now known as Abrdn Investment Management, previously Standard Life Investments Limited). The Assets Under Management (AUM) of Indian Mutual Fund Industry as on April 30, 2023 stood at ₹ 41,61,822 crores (~$ 507.43
- Published in Dossiers on MF AMCs
Funds managed Fund name Asset Class License Abakkus Emerging Opportunities FundAbakkus Growth Fund Equity Hedge Fund SEBI AIF Cat 3 SEBI AIF Cat 3 About the AMC Abakkus Asset Manager LLP is an investment management company which was founded by Sunil Singhania in May 2018. Key staff : Sunil Singhania : Prior to Abakkus, in
- Published in Dossiers on HF-LongOnly
Archer Capital
23 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Archer India Growth Fund Equity – Long Only SEBI AIF Cat 3 About the AMC Archer Capital was founded by Parth Patel in April 2018. He is the chief architect and the key driving force behind the strong risk management and research capabilities of the firm. He is
- Published in Dossiers on HF-LongOnly
Avendus (Cat3)
23 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Avendus Absolute Return Fund Long short in equity and indices SEBI AIF Cat 3 Avendus Enhanced Return Fund Long short (long bias) SEBI AIF Cat 3 Avendus India ESG Fund Long only(ESG) SEBI AIF Cat 3 Avendus Long Short India Equity Long Short(long biased) Offshore fund About the
- Published in Dossiers on HF-LongOnly
Lares Softech
23 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Lares Alpha Scheme Hedge fund SEBI AIF Cat 3 https://lares.co.in/hedge-fund/ About the AMC It was started by Maya Sharan Singh in March 2009. The founder has a previous work experience in India Bulls as Assistant Branch Manager dealing in Equity and Derivatives instruments. He is an alumni of
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Old Bridge Capital
23 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Vantage Equity Fund Not known SEBI AIF Cat 3 Long Term Equity Fund Not known SEBI AIF Cat3 Name not known Not known SEBI AIF cat3 About the AMC Founded by Kenneth Andrade. 3 AIF funds – 2 closed ended and 1 open ended fund Key staff- Kenneth
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Suvitta Capital Trust
22 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Not Available Hedge fund SEBI AIF Cat 3 About the AMC Suvitta Capital Trust is a SEBI (The securities and market regulator in India) registered Hedge Fund (AIF Category 3 Fund) that invests based on quantitative strategies. Key staff : Vishal Nathan Vishal is an alumni of IIT Madras
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
TCG Asset Management
22 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Primario Fund Style Hedge fund SEBI AIF Cat 3 Long / Short Fund Style: Long short equities SEBI AIF Cat 3 Other licenses could be PMS About the AMC Fund Manager- Chakri Lokapriya 20 years of managing Absolute and relative BRIC and Global funds at J.P. Morgan, New York;
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Funds managed Fund name Asset Class License Unifi High Yield Fund High yield bond and event driven SEBI AIF Cat 3 Unifi Green Fund Listed Equity (Mid and small cap) SEBI AIF Cat 3 Unifi Blend Fund Listed Equity SEBI AIF Cat 3 About the AMC Unifi was established in 2001 Sarath K. Reddy, CIO
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Golden Jupiter Capital
22 June, 2020
by MMI Team
Funds managed FUND NAME ASSET CLASS LICENSE Jupiter Alternative Investment Fund 1 Open- ended AIF Cat III Jupiter Alternative Investment Fund 1 (“Jupiter AIF 1”) is an open ended scheme offered by Jove Trust. Jupiter AIF 1 targets top 150 companies trading in National Stock Exchange (NSE) and uses a proprietary quantitative strategy, with no
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Varanium Capital Advisors
22 June, 2020
by MMI Team
Funds managed Fund name Asset Class License VARANIUM Dynamic AIF(Started in Nov, 2016) Hedge fund (Open Ended, Long Short Equity Fund) SEBI AIF Cat 3 Varanium NexGen Fund Venture Capital SEBI AIF Cat 1 Varanium Hospitality Fund Theme Based – Private Equity SEBI AIF Cat 2 (Source – PMS AIF World-https://www.pms-aif.com/investments/varanium-dynamic-aif/ ) AIF CAT 1
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly, Dossiers on PE-VC
Motilal Oswal Asset Management (PMS)
20 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Value Strategy Multi cap PMS Business opportunity portfolio Multi cap PMS Next trillion dollar opportunity Multi cap PMS India opportunity portfolio strategy Multi cap – small and mid cap PMS India opportunity portfolio strategy V2 Multi cap – small and mid cap PMS About the AMC Motilal Oswal
- Published in Dossiers on PMS AMC
Sameeksha Capital
19 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Sameeksha India Long Only Equity Fund Equity PMS Sameeksha India Long Biased Equity Fund Equity PMS About Sameeksha Capital is a SEBI registered PMS, founded by Bhavin Shah in April 2016. Eswar Menon, Fund Advisor The AUM of the Sameeksha Capital is about 267 crores. Sameeksha Capital Private
- Published in Dossiers on PMS AMC
2point2 Capital
18 June, 2020
by MMI Team
2Point2 Capital Advisors LLP is a SEBI registered Portfolio Management Services (PMS) provider (vide registration number INP000005190). About the AMC Co-founded in 2016 by Amit Mantri and Savi Jain. They were batchmates at IIT Kharagpur during graduation. The founders studied together at IIT Kharagpur more than a decade back. “2.2” is the length in kilometers
- Published in Dossiers on PMS AMC
Aequitas Investment
18 June, 2020
by MMI Team
Aequitas is a SEBI registered Portfolio Management Service (PMS). About the AMC Neerav Shah (co-founder) and Siddhartha Bhaiya (co-founder) Something about the key fund manager eg where they worked before and where they studied Currently, Aequitas has around INR 10 billion assets under management and is poised for exponential growth in the years to come.
- Published in Dossiers on PMS AMC
Ask Investment Managers
18 June, 2020
by MMI Team
Funds managed Model Portfolio Strategy License Growth Strategy Portfolio Multi-cap PMS Life Strategy Portfolio Multi-cap PMS Indian Entrepreneur Strategy Portfolio Multi-cap PMS Strategic Portfolio Multi-cap PMS India Select Portfolio Multi-cap PMS Domestic Resurgence Portfolio Multi-cap PMS About the AMC Ask Investment Managers Limited (ASKIM) is an asset and wealth management company. It was founded by
- Published in Dossiers on PMS AMC
Abakkus Asset Manager
17 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Abakkus Emerging Opportunities FundAbakkus Growth Fund Equity Hedge Fund SEBI AIF Cat 3 SEBI AIF Cat 3 About the AMC Abakkus Asset Manager LLP is an investment management company which was founded by Sunil Singhania in May 2018. Key staff : Sunil Singhania : Prior to Abakkus, in
- Published in Dossiers on PMS AMC
Axilor Ventures
15 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Axilor Technology Fund Seed fund (Early stage) SEBI AIF Cat 1 With a corpus of 200 Cr, the seed fund is looking to back bootstrapped and Angel funded tech start-ups for their Pre Series A rounds The fund will make initial investment of upto 3 Cr ($450-500k) with
- Published in Dossiers on PE-VC, Dossiers on AIF AMCs
Tata Capital
14 June, 2020
by MMI Team
Funds managed Fund name Asset Class License Tata Capital Growth Fund PE (growth stage) SEBI AIF Cat 2 Tata Capital Healthcare Fund PE (growth stage) SEBI AIF Cat 2 Tata Capital Innovations Fund VC (early stage) SEBI AIF Cat 2 Tata Capital Special Situations Fund- Trust PE (SMEs preferably) SEBI AIF Cat 2 Tata Opportunities
- Published in Dossiers on PE-VC
About the firm Mercer is an American human resources consulting firm. It is the world’s largest outsourced asset manager with over $300 billion USD outsourced assets under management and $15 trillion USD under advisement in total. Headquartered in New York City, the firm operates in more than 130 countries, and is the largest provider of outsourced chief investment officers. Mercer is
- Published in Dossiers on Rating Agencies
Career in finance industry
06 June, 2020
by MMI Team
So you want to work in finance? Finance is a pretty wide industry with a range of possible careers. You will need to narrow done much further. You could choose from the following – Investments – the asset and wealth management sectors are called the ‘buy side’, within asset management, the stock and bond markets
Union Asset Management
04 June, 2020
by MMI Team
About Union Asset Management Co Pvt Ltd is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. Present in 18 cities with AUM of Rs. 5240.41 crore (Mar-31-2021)
- Published in Dossiers on MF AMCs
Trust Asset Management
04 June, 2020
by MMI Team, Oraina Dsouza
About Trust Asset Management was established in October 2019, and it is owned by Trust Investment Advisors Private Limited, a company which is part of the TRUST Group. Trust Investment Advisors Private Limited (“TIAPL”) has been one of the top 5 corporate bond arrangers, alongside the other leading banks such as Axis, HDFC, SBI etc.
- Published in Dossiers on MF AMCs
Taurus Asset Management
04 June, 2020
by MMI Team
About Taurus was amongst the first few private sector mutual funds to be registered with SEBI in 1993.
- Published in Dossiers on MF AMCs
Shriram Asset Management
04 June, 2020
by MMI Team
About Shriram Asset Management is promoted by the south India based Shriram Group.
- Published in Dossiers on MF AMCs
Quant Money Managers
04 June, 2020
by MMI Team, Tanvi Gandhi
About Quant Money Managers (QMM) was incorporated in December 1995. It was approved to act as an asset management company in October, 2017. Its parent company is Quant Capital Finance & Investments Pvt. Limited. According to a fact sheet published by the firm, its AUM as of March 31, 2023 is INR 20,104 crores (~
- Published in Dossiers on MF AMCs
Navi Asset Management
04 June, 2020
by MMI Team
About The Navi group took over Essel Mutual Fund in January 2021 and rebranded as Navi Asset Management. As of 30 November 2022, the AMC had a total domestic AUM of over ₹2023.58 crore (~USD $20m). It has a pan India presence in over 37 locations. Navi AMC Limited is the investment manager for Navi
- Published in Dossiers on MF AMCs
IDBI Asset Management
04 June, 2020
by MMI Team
About IDBI Asset Management Limited was incorporated in 2010 as a subsidiary of IDBI Bank. Doesn’t seem to be remarkable so low priority.
- Published in Dossiers on MF AMCs
Value Research
23 May, 2020
by MMI Team
About the firm Value research was founded by Dhirendra Kumar .It empowers savers to invest wisely and achieve their lives’ financial goals. We simplify the seemingly complex world of investing, help you understand it and navigate it. We have been doing this since 1992, and this is all we do. Investment philosophy What is Value
- Published in Dossiers on Rating Agencies
Investor education in India
15 November, 2019
by MMI Team
The National Centre for Financial Education (NCFE) conducted its last survey on financial literacy in 2019. Compared to global standards for financially literacy, Indian figures appeared better on financial behaviour (53%) and attitude (89%), but slightly lower for financial knowledge (49%). The survey found that, on an average, only 27% of Indian population was financially
- Published in Education
How to get investors to take a long-term view
10 July, 2015
by MMI Team
Small changes in how retirement funds display information can have big effects on the way households invest their money, according to research by Chicago Booth PhD candidate Maya O. Shaton. How materials display a portfolio’s returns can affect how much an investor trades and how much risk that investor takes.
- Published in Behavioural Finance
Factors to consider in compliance monitoring program
15 April, 2015
by MMI Team
Using a tick-the-box approach for monitoring of conflicts of interests will probably lead to regulatory issues and reputational disasters. Wealth firms will need to have code of conduct and conflict of interests programmes adjusted so as to be appropriate for their business model. Conflicts of interests are everywhere. Firms in financial services, especially in wealth
- Published in Business Issues
Family offices generating interest
01 August, 2014
by MMI Team
The number of high net worth individuals in the Asia Pacific region has touched 4.3 million, equaling that to that in North America, according to the CapGemini World Wealth Report 2014. Yet the number of family offices in the region, numbering just over 100, ‘does not reflect the boom in regional wealth’ according to CampdenFB.
- Published in Business Issues, Wealth Planning
Valuing real estate
24 July, 2014
by MMI Team
Subhankar Mitra of Jones Lang LaSalle explains the basic methodologies used for real estate valuations in India. Valuations are very important in any private equity/real estate investing not only while buying and selling but also for ongoing reporting. Hence, it’s important to understand how valuations work in India. 1. What qualifications does one need to
- Published in Asset Classes
Optimising wealth management business levers
01 June, 2014
by MMI Team
Talent, product and customer segmentation are the key levers a private wealth firm can pull to decide on its business strategy, according to Sridhar Srinivasan, partner & India head at consulting firm Oliver Wyman. Targeting white space Oliver Wyman’s 2012 ‘Targeting the White Space’ report estimated emerging Asia had US$11 trillion of unmanaged wealth, making
- Published in Business Issues
Empowering rural India
21 May, 2014
by MMI Team
Inspired by the movie Swades, Ronnie and Zarina Screwvala founded the Swades Foundation that operates with the single-minded focus of empowering rural India. Screwvala believes, “India cannot rise to its true potential without a fundamental transformation in the lives of people in rural India”. “For over a year, we met other philanthropists, visited many villages
- Published in Wealth Planning
Using assessments for better recruiting
09 April, 2014
by MMI Team
Most wealth management firms rely on interviews for their recruitment process, which can be time-consuming and may not provide all the information about the candidate necessary to make a sound recruitment decision. In an interview, it may not be possible to assess if the candidates have all the skill sets required for the job or
- Published in Business Issues
Guide to Wealth Management in India
30 January, 2014
by MMI Team
The Hubbis Guide to Wealth Management in India is a compilation of articles and interviews with industry leaders during 2011, 2012 and 2013. Please email [email protected] to get the guide.
- Published in Business Issues
Philanthropy getting organised
21 December, 2013
by MMI Team
While Indians have had a long history in philanthropy, the space has not been organized. However this is changing, probably not co-incidentally, with the transfer of wealth to the younger generation which is more technologically savvy and wants more transparency. Philanthropy has a deep and broad foundation in Indian society, though it’s only recently being
- Published in Wealth Planning
New paradigm – blending returns and impact
21 December, 2013
by MMI Team
Families typically invest their portfolio in ‘traditional’ investments such as equities, real estate, cash etc with the aim of maximizing returns, while allocating a small part of their wealth to philanthropy. However, they could look at following global institutional investors’ example and combining returns and impact through Responsible Investments and Impact Investments. Wealth planning discussions
- Published in Wealth Planning
Family wealth governance
21 December, 2013
by MMI Team
While a lot of the discussion on wealth planning is focused around the legal structures and documents, a crucial area that could make or break the intent of these structures is the governance. Families are starting to discuss governance, not only related to succession planning in the family business, but also in the management of
- Published in Wealth Planning
Investing in a multi-jurisdiction maze
21 December, 2013
by MMI Team
Wealthy families rarely have all their wealth in their home country – they tend to accumulate and invest in multiple places around the world. This means navigating a maze of regulatory and tax environments. Indians are living and investing overseas Wealthy Indians spend a lot of time outside of India, whether it is for business,
- Published in Wealth Planning
Managing trusts
21 December, 2013
by MMI Team
Once a family decides to set up a trust, it has to select service providers to help set up the trust and also to help manage the trust. The ongoing management is done by the trustee, protector and administration provider. Families can appoint family members or friends as individual trustees, or a corporate trustee –
- Published in Wealth Planning
Using trusts properly
21 December, 2013
by MMI Team
Trusts are a flexible tool to achieve most wealth planning needs. However, there are various types of trust structures available, hence it is vital that trusts are properly understood and used in the right ways. Overcoming misconceptions, and eliminating mis-selling of trusts, combined with better education on the value and application of use these structures,
- Published in Wealth Planning
Practical estate planning
06 December, 2013
by MMI Team
While wealth planning encompasses a wide range of topics, the most significant one is trans-generational wealth transfer though estate and succession planning. The simplest way to execute estate planning is leaving a will, but even this not universally done. Given the multiplicity of succession laws applicable in India, and the inefficiency of the legal system,
- Published in Wealth Planning
Wealth planning basics
15 July, 2013
by MMI Team
Shailesh Haribhakti, chairman of DH Consultants, discusses how wealth planning is developing as a key element of wealth management in India. 1. What are the main issues in wealth planning in India? (5:09) 2. What advice would you give to a relationship manager on how to advise on these complex issues? (2:32) 3. Why aren’t
- Published in Wealth Planning
Family business governance
11 May, 2013
by MMI Team
Sunil Shah of Evergreen Family Business Advisors explains why Indian family businesses seek advice on governance, and outlines what they are looking for. 1. What is the nature of the interest that family businesses in India are showing in terms of governance? (5:01) 2. What are some of the characteristics of Indian families which makes
- Published in Wealth Planning
Understanding risk profiling
03 April, 2013
by MMI Team
Paul Resnik of Finametrica explains the concept of risk profiling and the stability of the risk tolerance measure over time.
- Published in Advisory Process