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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
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
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 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
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
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
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
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
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
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
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
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
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
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
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