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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
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
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
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
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
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
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
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
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
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
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