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Aditya Birla Sun Life Corporate Bond Fund – Direct Plan
04 July, 2023
by 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
Axis Corporate Debt Fund – Direct Plan
04 July, 2023
by 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
Baroda BNP Paribas Corporate Bond Fund – Direct Plan
04 July, 2023
by 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
Canara Robeco Corporate Bond Fund – Direct Plan
04 July, 2023
by 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
DSP Corporate Bond Fund – Direct Plan
04 July, 2023
by 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 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
HDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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
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
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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
Edelweiss Asset Management (MF)
06 July, 2020
by 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