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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
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
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
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
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
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
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
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
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
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