The MMI Team will include interns and volunteers from the money management industry.

UTI Focused Equity Fund – Direct Plan

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

Union Focused Fund – Direct Plan 

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

Tata Focused Equity Fund – Direct Plan 

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

Sundaram Focused Fund – Direct Plan 

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

Union Small Cap Fund – Direct Plan 

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

SBI Focused Equity Fund – Direct Plan

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

Quant Focused Fund – Direct Plan

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

Tata Small Cap Fund – Direct Plan  

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

Sundaram Small cap Fund-Direct Plan-Growth 

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

Nippon India Focused Equity Fund – Direct Plan

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

Sundaram Select Micro cap Series XVII-Direct Plan

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

Sundaram Small cap Fund-Direct Plan-Growth (Adjusted NAV)

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

Motilal Oswal Focused 25 Fund – Direct Plan 

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

Mirae Asset Focused Fund – Direct Plan 

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

Sundaram Emerging Small Cap-Series 4 

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

Sundaram Emerging Small Cap-series 3 

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

Sundaram Emerging Small Cap-Series 1-Direct Plan

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

Sundaram Emerging Small Cap-Series 2 

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

Quant Small Cap Fund 

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

PGIM India Small cap Fund-Direct Plan 

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

Nippon India Small cap Fund-Direct Plan

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.

L&T Emerging Businesses Fund – Direct Plan 

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

Kotak Small Cap Fund – Direct Plan 

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

L&T Focused Equity Fund – Direct 

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

ITI Small Cap Fund – Direct Plan – Growth 

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

Kotak Focused Equity Fund – Direct Plan 

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

JM Focused Fund – Direct

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

Invesco India Focused 20 Equity Fund – Direct Plan

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

IIFL Focused Equity Fund – Direct Plan 

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

IDBI Focused 30 Equity Fund – Direct Plan 

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.

IDFC Focused Equity Fund – Direct Plan

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

ICICI Prudential Focused Equity Fund – Direct Plan

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

Mahindra Manulife Focused Equity Yojana – Direct Plan 

 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

HDFC Focused 30 Fund – Direct Plan 

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

HSBC Focused Equity Fund – Direct Plan 

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

DSP Focus Fund – Direct Plan 

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

Invesco India Small Cap Fund – Direct  

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

ICICI Prudential Small cap Fund – Direct Plan

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

Aditya Birla Sun Life Frontline Equity

 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

Axis Small Cap Fund – Direct Plan 

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

Sundaram Multi Cap Fund – Direct Plan – Growth (Adjusted NAV)

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

SBI Multicap Fund – Direct Plan – Growth

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

Sundaram Multi Cap Fund Series II – Direct Plan – Growth

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

Sundaram Multi Cap Fund – Direct Plan – Growth

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

Sundaram Multi Cap Fund Series I – Direct Plan – Growth

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

Quant Active Fund – Direct Plan – Growth

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

Nippon India Multicap Fund – Direct Plan – Growth

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. 

Kotak Multicap Fund – Direct Plan – Growth

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

Mahindra Manulife Multi Cap – Direct Plan – Growth

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

Kotak India Growth Fund – Series IV – Direct Plan – Growth

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.

ITI Multi Cap Fund – Direct Plan – Growth

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

IDFC Multicap Fund – Direct Plan – Growth

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

Invesco India Multicap Fund – Direct Plan – Growth

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

ICICI Prudential Multicap Fund – Direct Plan – Growth

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

HDFC Multicap Fund – Direct Plan – Growth

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

Edelweiss Recently Listed IPO Fund – Direct Plan – Growth

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

Axis Multicap Fund – Direct Plan

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

Baroda BNP Paribas Multi Cap Fund – Direct Plan

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

Axis Capital Builder Fund – Series 4 – Direct Plan

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

Aditya Birla Sun Life Multi Cap Fund – Direct Plan

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

ICICI prudential large & mid cap fund- direct plan-growth

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

HSBC large and mid-cap equity fund – direct plan-growth

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

HDFC large and mid-cap fund – direct plan-growth

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

Franklin India equity advantage fund – direct-growth

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

Edelweiss large and mid-cap fund – direct plan-growth

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

DSP equity opportunities fund – direct plan-growth

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

Canara robeco emerging equities – direct plan-growth

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

Baroda Bnp paribas large and mid-cap fund – direct plan-growth

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

Bank of India large & mid cap equity fund – direct plan-growth

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

Axis growth opportunities fund – direct plan-growth

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

Aditya birla sun life equity advantage fund – direct plan growth

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

Union Flexi Cap Fund – Direct Plan – Growth

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

UTI Flexi Cap Fund – Direct Plan

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

Franklin India Flexi Cap Fund – Direct Plan

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

Taurus Flexi Cap Fund – Direct Plan

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

Tata Flexi Cap Fund – Direct Plan Growth

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

SBI Flexi Cap Fund – Direct Plan

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.

Shriram Flexi Cap Fund – Direct Plan

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

Parag Parikh Flexi Cap Fund – Direct Plan

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

PGIM India Flexi Cap Fund – Direct Plan

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

Navi Flexi Cap Fund – Direct Plan

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

LIC MF Flexi Cap Fund – Direct Plan

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

Motilal Oswal Flexi Cap Fund – Direct Plan

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

Kotak Flexi Cap Fund – Direct Plan

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

Edelweiss Flexi Cap Fund – Direct Plan

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

JM Flexi Cap Fund – Direct Plan

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. 

ICICI Prudential Bluechip Fund – Direct Plan – Growth

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

HSBC Large Cap Equity Fund – Direct Plan 

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

Mahindra Manulife Large Cap Pragati Yojana – Direct Plan 

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

LIC MF Large Cap Fund – Direct Plan 

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

Kotak Bluechip Fund – Direct Plan 

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

Invesco India Largecap Fund – Direct Plan – Growth

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.

JM Large Cap Fund – (Direct) 

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

Mirae Asset Large Cap Fund – Direct Plan 

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 –

Nippon India Large Cap Fund – Direct Plan 

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 –

SBI Blue Chip Fund – Direct Plan 

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

Franklin India Focused Equity Fund – Direct 

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

Sundaram Large Cap Fund – Direct Plan 

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

Canara Robeco Focused Equity Fund – Direct Plan 

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

Baroda BNP Paribas Focused Fund – Direct Plan

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

DSP Small Cap Fund – Direct Plan 

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

ICICI Prudential Small cap Fund – Direct Plan

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

Edelweiss Small Cap Fund – Direct Plan 

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

HSBC Small Cap Equity Fund – Direct Plan 

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

Axis Value Fund – Direct Plan  

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

Aditya Birla Sun Life Pure Value Fund – Direct Plan

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

Bandhan Sterling Value Fund – Direct Plan

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

L&T India Value Fund – Direct Plan 

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

DSP Value Fund – Direct Plan  

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

HDFC Capital Builder Value Fund – Direct Plan

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

IDBI Long Term Value Fund – Direct Plan

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

Quant Value Fund – Direct Plan

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

Indiabulls Value Fund – Direct Plan

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

ITI Value Fund – Direct Plan

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

ICICI Prudential Value Discovery Fund – Direct Plan

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

JM Value Fund – Direct

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

Quantum Long Term Equity Value Fund – Direct Plan

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

Nippon India Value Fund – Direct Plan

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

Tata Equity PE Fund – Direct Plan

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

Canara Robeco Value Fund – Direct Plan

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

Templeton India Value Fund – Direct

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

UTI Value Opportunities Fund – Direct Plan    

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

Franklin India Smaller Companies Fund – Direct 

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

Axis Focused 25 Fund – Direct Plan

 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

UTI Mastershare Unit Scheme-Direct Plan

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

Union Large Cap Fund-Direct Plan

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

Taurus Large Cap Equity Fund-Direct Plan

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

Tata Large Cap Fund-Direct Plan

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

PGIM India Large Cap Fund-Direct Plan

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

L&T India Large Cap Fund

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

L&T India Large Cap Fund-Direct Plan

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

IDFC Large Cap Fund-Direct Plan

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

HDFC Top 100 Fund

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

Franklin India Bluechip Fund-Direct Plan

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

HDFC Top 100 Fund

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

Edelweiss Large Cap Fund-Direct Plan

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

DSP Top 100 Equity Fund-Direct Plan

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

UTI Mid Cap Fund – Direct Plan 

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

Canara Robeco Bluechip Equity Fund-Direct Plan

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

Union Midcap Fund – Direct Plan

  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;

 Taurus Discovery (Midcap) Fund – Direct Plan 

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;

Sundaram Mid Cap Fund – Direct Plan 

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;

Tata Mid Cap Growth Fund – Direct Plan 

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

Sundaram Mid Cap Fund – Direct Plan (Adjusted NAV)

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

SBI Magnum Midcap Fund – Direct Plan 

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

Quant Mid Cap Fund – Direct Plan 

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

IDBI Flexi Cap Fund – Direct Plan

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

PGIM India Midcap Opportunities Fund – Direct Plan 

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

Nippon India Growth Fund – Direct Plan 

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

HSBC Flexi Cap Fund – Direct Plan

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

Mirae Asset Midcap Fund – Direct Plan 

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.

Motilal Oswal Midcap Fund – Direct Plan 

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.

HDFC Flexi Cap Fund – Direct Plan

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

Quant Flexi Cap Fund – Direct Plan

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. 

Franklin India Prima Fund – Direct 

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

DSP Flexi Cap Fund – Direct Plan

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

Mahindra Manulife Mid Cap Unnati Yojana – Direct Plan 

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

L&T Midcap Fund – Direct Plan 

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

Kotak Emerging Equity Fund – Direct Plan 

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

L&T flexi Cap Fund – Direct Plan

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

ITI Mid Cap Fund – Direct Plan 

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

Invesco India Mid Cap Fund – Direct Plan 

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

Canara Robeco Flexi Cap Fund – Direct Plan

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

IDBI Midcap Fund – Direct Plan

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.

HDFC Mid-Cap Opportunities Fund – Direct Plan 

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

ICICI Prudential Midcap Fund – Direct Plan 

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.

Edelweiss Mid Cap Fund – Direct Plan 

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

DSP Midcap Fund – Direct Plan

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;

Baroda BNP Paribas Mid Cap Fund – Direct Plan (Adjusted NAV)

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;

Baroda BNP Paribas Mid Cap Fund Direct Plan 

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

Axis Midcap Fund – Direct Plan 

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;

Aditya Birla Sun Life Midcap Fund – Direct Plan

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;

IDFC Flexi Cap fund – Direct Plan

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

Canara Robeco Small Cap Fund – Direct Plan

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

Bank of India Flexi Cap Fund – Direct Plan – Growth

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

Aditya Birla Sun Life Focused Equity Fund – Direct Plan 

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

Bank Of India Bluechip Fund-Direct Plan

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

Baroda BNP Paribas Large Cap Fund-Direct Plan

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

Axis Bluechip Fund-Direct Plan

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

Bank of India Small Cap Fund – Direct Plan

 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

Aditya Birla Sun Life Frontline Equity Fund-Direct Plan

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

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

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IDFC Emerging Businesses Fund – Direct

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

IDBI Small Cap Fund – Direct Plan

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.

IDFC core equity fund – direct plan-growth

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

Invesco India growth opportunities fund – direct plan-growth

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

Kotak equity opportunities fund – direct plan-growth

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

L&T large and midcap fund – direct plan-growth

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

LIC MF large & mid cap fund – direct plan-growth

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

Mahindra manulife top 250 nivesh yojana – direct plan-growth

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

Mirae asset emerging blue-chip fund – direct plan-growth

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

Motilal oswal large and midcap fund – direct plan-growth

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

Navi large & midcap fund – direct plan-growth

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

Nippon India vision fund – direct plan-growth

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

Quant large and mid-cap fund – direct plan-growth

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

SBI large & midcap fund – direct plan-growth

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

Sundaram large and mid-cap fund – direct plan-growth

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

Tata large & mid cap fund – direct plan – appreciation

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

Union large and mid-cap fund direct plan-growth

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.

UTI core equity fund direct plan-growth

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

Aditya birla sun life equity advantage fund – direct plan-growth

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

Axis Flexi Cap Fund – Direct Plan

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

Aditya Birla Sun Life Flexi Cap Fund – Direct

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

ValuEnable

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
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Sensibull

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
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RIA Insure

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
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Quicko

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
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Kredily

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 &
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IndiaGold

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
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Even Healthcare

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
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Digio

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
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WintWealth 

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
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Streak.Tech

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

Smallcase

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,
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Ripen

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.
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Kambla Solutions 

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
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Jupiter

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
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Golden PI

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
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EPIFI (FI. Money)

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
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Cred

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
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Actlogica

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
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Mprofit Software

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
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Card91

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
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AssetPlus

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
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Ditto Insurance

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
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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

Dossier Sample

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

ICICI Prudential Flexicap Fund Regular Growth

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

 Kotak Flexicap Fund Growth 

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

Mahindra Manulife Flexi Cap Yojana Regular Growth  

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.

HDFC Flexi Cap Fund Growth 

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

JM Flexicap Fund Growth 

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

 IDFC Flexi Cap Fund Growth 

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

Nippon India Flexi Cap Fund Regular Growth  

ISIN —- INF204KC1097 

Nippon India Flexi Cap Fund Regular Growth  

ISIN —- INF204KC1097 

Invesco India Flexi Cap Fund Regular Growth 

ISIN— INF205KA1460 

Aditya Birla Sun Life Flexi Cap Fund Growth

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

Motilal Oswal Flexicap Fund Regular Plan-Growth 

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

Baroda BNP Paribas Flexi Cap Fund Regular Growth 

ISIN – INF251K010W9

Tata Flexi Cap Fund Regular Growth 

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%.

HSBC Flexi Cap Fund Growth 

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

IDBI Flexi Cap Fund Regular Growth 

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.

Union Flexi Cap Fund Growth 

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

PGIM India Flexi Cap Fund Regular Growth 

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.

Shriram Flexi Cap Fund Regular Growth 

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% 

Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth

ISIN INF251K01GW0 Performance analysis Comment on the chart…

DSP Flexi Cap Fund Growth 

ISIN— INF740K01037 

 Canara Robeco Flexi Cap Fund Growth 

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.

Bank of India Flexi Cap Fund Regular Growth 

ISIN – INF761K01F19

LIC MF Flexi Cap Fund Growth  

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.

UTI Flexi Cap Fund Regular Plan-Growth  

ISIN —- INF789F01513 

Edelweiss Flexi Cap Fund Regular Growth

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

Axis Flexi Cap Fund Regular Growth 

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

Sundaram Flexi Cap Fund Regular Growth 

ISIN —- INF903JA1LB8 

Navi Flexi Cap Fund Regular Growth 

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.

Quant Flexi Cap Fund Growth 

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

Franklin India Flexi Cap Fund Growth 

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

Parag Parikh Flexi Cap Regular Growth  

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

Whiteoak Capital Flexi Cap Fund Regular Growth 

ISIN — INFO3VN01506

Samco Flexi Cap Fund Regular Growth 

ISIN —- INFOK1H01016 

SBI Large & Midcap Fund – Regular Plan – Growth

INF200K01305 Performance analysis

Nippon India Vision Fund 

INF204K01406 Performance analysis

Aditya Birla Sun Life Equity Advantage Fund Growth

ISIN  INF209K01165 Performance analysis Portfolio Analysis

Tata Large & Mid Cap Fund – Regular Plan – Growth

INF277K01428 Portfolio analysis

Motilal Oswal Large and Midcap Fund – Regular Plan – Growth

INF247L01965 Performance analysis

UTI Core Equity Fund – Growth

INF789F01869 Performance analysis

Axis Growth Opportunities Fund Regular Growth

ISIN INF846K01J79 Performance analysis Portfolio Analysis

Baroda NP Paribas Large and Mid Cap Fund Regular Growth

ISIN INF955L01JR8 Performance analysis Portfolio Analysis

Navi Large & Midcap Fund – Regular Plan – Growth

INF959L01CK0 Performance analysis

Union Large and Mid Cap Fund – Regular Plan – Growth

INF582M01GD4 Portfolio analysis

Quant Large and Mid Cap Fund – Growth

INF966L01341 Performance analysis

Sundaram Large and Mid Cap Fund

INF903J01DT1 Portfolio analysis

ITI Large Cap Fund Regular Growth

ISIN – INF00XX01770  Performance analysis Portfolio Analysis

WhiteOak Capital Large Cap Fund Regular Growth

ISIN – INF03VN01662 Portfolio Analysis

Tauras Large Cap Equity Fund Growth

ISIN – INF044D01773 Portfolio Analysis

ICICI Prudential Bluechip Fund Growth

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

Kotak Bluechip Growth

ISIN – INF174K01153 Performance Analysis  Portfolio Analysis 

Mahindra Manulife Large Cap Pragati Yojana Regular Growth

ISIN – INF174V01697 Performance Analysis Portfolio Analysis

ICICI Prudential S&P BSE Midcap Select ETF

539980 Portfolio analysis 

Mirae Asset Nifty Midcap 150 ETF

543481 Portfolio analysis 

ITI Mid Cap Fund – Regular Plan – Growth

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.

ITI Mid Cap Fund – Direct Plan – Growth

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.

Taurus Discovery (Midcap) Fund – Direct Plan – Growth

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.

Taurus Discovery (Midcap) Fund – Growth

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.

Franklin India Prima Fund – Direct – Growth

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.

Franklin India Prima Fund – Growth

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.

ICICI Prudential MidCap Fund – Growth

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.

ICICI Prudential MidCap Fund – Direct Plan – Growth

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.

Kotak Emerging Equity Fund – Growth

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.

Kotak Emerging Equity Fund – Direct Plan – Growth

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.

Mahindra Manulife Mid Cap Unnati Yojana – Regular Plan – Growth

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.

Mahindra Manulife Mid Cap Unnati Yojana – Direct Plan – Growth

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.

HDFC Mid-Cap Opportunities Fund – Growth

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.

IDFC MIDCAP FUND – Direct Plan – Growth

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.

IDFC MIDCAP FUND – Regular Plan – Growth

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.

SBI Magnum Midcap Fund – Direct Plan – Growth

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.

HDFC Mid-Cap Opportunities Fund – Direct Plan – Growth

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.

SBI Magnum Midcap Fund – Regular Plan – Growth

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.

Nippon India Growth Fund – Direct Plan – Growth

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.

Nippon India Growth Fund – Growth

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.

Invesco India Mid Cap Fund – Growth

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.

Invesco India Mid Cap Fund – Direct Plan – Growth

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.

Aditya Birla Sun Life Midcap Fund – Direct Plan – Growth

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.

Aditya Birla Sun Life Midcap Fund – Regular Plan – Growth

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.

Motilal Oswal Midcap Fund – Growth

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.

Motilal Oswal Midcap Fund – Direct Plan – Growth

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.

Baroda BNP Paribas Mid Cap Fund – Regular Plan – Growth

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.

Baroda BNP Paribas Mid Cap Fund – Direct Plan – Growth

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.

Tata Mid Cap Growth Fund – Direct Plan – Growth

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.

Tata Mid Cap Growth Fund – Regular Plan – Growth

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.

IDBI Midcap Fund – Direct Plan – Growth

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.

IDBI Midcap Fund – Growth

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.

Union Midcap Fund – Direct Plan – Growth

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.

Union Midcap Fund – Regular Plan – Growth

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.

PGIM India Midcap Opportunities Fund – Direct Plan – Growth

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.

PGIM India Midcap Opportunities Fund – Growth

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.

DSP Midcap Fund – Direct Plan – Growth

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.

DSP Midcap Fund – Regular Plan – Growth

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.

Mirae Asset Midcap Fund – Regular Plan – Growth

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.

Mirae Asset Midcap Fund – Direct Plan – Growth

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.

UTI Mid Cap Fund – Direct Plan – Growth

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.

UTI Mid Cap Fund – Growth

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.

Edelweiss Mid Cap Fund – Direct Plan – Growth

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.

Edelweiss Mid Cap Fund – Regular Plan – Growth

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.

Axis Midcap Fund – Direct Plan – Growth

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.

Axis Midcap Fund – Growth

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.

Sundaram Mid Cap Fund – Direct Plan – Growth

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.

L&T Midcap Fund – Direct Plan – Growth

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.

L&T Midcap Fund – Growth

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.

Sundaram Mid Cap Fund – Growth

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.

Quant Mid Cap Fund – Growth

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.

Quant Mid Cap Fund – Direct Plan – Growth

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.

WhiteOak Capital Mid Cap Fund Regular Growth 

INFO3VN01563 Portfolio analysis 

WhiteOak Capital Mid Cap Fund Direct Growth 

INFO3VN01597 Portfolio analysis 

Kotak Nifty Midcap 50 ETF 

 KOTAKlMID50 Portfolio analysis 

Motilal Oswal Nifty Midcap 100 ETF

MOM100 Portfolio analysis 

ITI Multi Cap Fund Regular Growth

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

ICICI Prudential Multi Cap Fund Regular Growth

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

Sundaram Multi Cap Fund Growth

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

Kotak Multi Cap Fund Regular Growth

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

Mahindra Manulife Multi Cap Bhadat Yojana Regular Plan Growth

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

HDFC Multi Cap Fund Regular Growth

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

IDFC Multi Cap Fund Regular Growth

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

SBI Multi Cap Fund Regular Growth

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

Nippon India Multi Cap Fund Growth

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

Invesco India Multi Cap Fund Growth

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%

Aditya Birla Multi Cap Fund Regular Growth

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

Tata Multi Cap Fund Regular Growth 

INF277KA1703 Performance Analysis Portfolio Analysis

HSBC Multi Cap Fund Regular Growth

INF336L01QQ8 Portfolio Analysis

Union Multi Cap Fund Growth

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.

Indiabulls Multi Cap Fund Regular Growth

INF666M01HG6 Portfolio Analysis

LIC MF Multi Cap Fund Regular Growth

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.

Axis Multi Cap Fund Regular Growth

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.

Baroda BNP Paribas Multi Cap Fund Regular Growth

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%.

Quant Active Fund Growth

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

ITI Small Cap Fund Regular Growth 

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

IDFC Emerging Business Fund Regular Growth

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 

SBI Small cap Fund Regular Growth 

ISIN INF200K01T28 Performance analysis Portfolio analysis

Nippon India small cap fund Regular Growth

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 

DSP Small Cap Fund Regular Plan-Growth

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

Edelweiss Small Cap Fund Regular Growth

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

HSBC Small Cap Fund Regular Growth

ISIN INF917K01QC7 Performance analysis Portfolio analysis

Mahindra Manulife Small cap Fund Regular fund

ISIN INF17401BH3 Portfolio analysis

UTI Small Cap Fund Regular Growth

ISIN INF89F1AU06 Performance analysis The fund had consistent growth over the years. The Rolling Return Chart shows a motionless performance.  Portfolio analysis 

ICICI Prudential Small Cap Fund Regular Growth

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 

Kotak Small cap Fund- Growth

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

HDFC Small Cap Fund Growth 

ISIN  INF179KA1RZ8 Performance analysis Portfolio analysis

Invesco India Small cap Fund Regular Growth

ISIN INF205K011T7 Performance analysis Portfolio analysis 

Aditya Birla Sun Life Small Cap Fund-Growth

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

Tata Small cap Fund Regular Growth 

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

IDBI Small Cap Fund Regular Growth

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 

Union Small cap Fund Regular Growth 

ISIN INF582M01BY1 Performance analysis The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis

PGIM India Small cap Fund Regular Growth

ISIN INF663L01W30 Performance analysis The growth of the fund over years was not consistent.  The Rolling Return Chart shows a motionless performance. Portfolio analysis 

Canara Robeco Small Cap Fund Regular Growth

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

  IIFL PMS                                           

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

Shree Rama Managers

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 &

Buoyant Capital

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

Prosperity Wealth Management

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

ValueQuest

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

Skyes & Ray Equities

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

Magadh Capital (PMS)

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

Invasset PMS

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

Joindre PMS

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

Valentis Advisors

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

Turtle Wealth PMS

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

Tulsian PMS

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

Spark Asia Impact Managers

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

Roha Asset Managers

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

Piper Serica PMS

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

Negen Capital Services

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

Narnolia PMS

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

MRG Capital

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.

Moat Financial Services

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

Marathon Trends Advisory

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

Bellwether Capital

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

Axis asset management(PMS)

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,

Solidarity Advisors

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