The MMI Team will include interns and volunteers from the money management industry.
IndiaDataHub
02 September, 2023
by MMI Team
Segment – B2B Saas, infra? https://www.indiadatahub.com/ About Founded in 2019, IndiaDataHub is a SaaS platform with data, presented in an affordable and accessible way for businesses, investors, students, and teachers. The legal name of the company is SixtyFour Data Intelligence Pvt. Ltd. According to Traxn, IndiaDataHub is a provider of data analytics and intelligence platform.
- Published in Dossiers on fintech firms
Tagged under:
fintech b2b
Axis Flexi Cap Fund – Direct Plan
26 August, 2023
by MMI Team, Nisarg Patel
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
- Published in Equities flexi cap
Aditya Birla Sun Life Flexi Cap Fund – Direct
26 August, 2023
by MMI Team, Nisarg Patel
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
- Published in Equities flexi cap
ValuEnable
25 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
Sensibull
25 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
RIA
25 August, 2023
by MMI Team, Jayesh Baviskar
Segment – Insurance in B2B segment; health insurance manufacture. https://ria.insure About Company is founded in 2019 by 4 founders nipun virmani, prerak sethi, mukul tuli, suresh kumar sethi, headquarter of company is in new delhi. Ria Insurance has raised a total of in funding over 1 round. This was a Undisclosed round raised on Oct 1, 2019.Ria Insurance is funded by 4 investors. aflac, Leo Capital and LNJ Bhilwara are the
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
Quicko
25 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Kredily
25 August, 2023
by MMI Team, Jayesh Baviskar
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 &
- Published in Dossiers on fintech firms
Tagged under:
fintech b2b
IndiaGold
25 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Even Healthcare
25 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
Digio
25 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech b2b
WintWealth
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Streak.Tech
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on Rating Agencies, Dossiers on fintech firms
Smallcase
25 August, 2023
by MMI Team, Ajinkya Lasure
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,
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Ripen
25 August, 2023
by MMI Team, Ajinkya Lasure
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.
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Kambla Solutions
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
Jupiter
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
Tagged under:
fintech neo-banking
Golden PI
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
EPIFI (FI. Money)
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
Tagged under:
fintech neo-banking
Cred
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
Tagged under:
fintech lending
Actlogica
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
Mprofit Software
25 August, 2023
by MMI Team, Ajinkya Lasure
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
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Card91
24 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech lending
AssetPlus
24 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech wealth
Ditto Insurance
21 August, 2023
by MMI Team, Jayesh Baviskar
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
- Published in Dossiers on fintech firms
Tagged under:
fintech insurance
UTI regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Sundaram debt oriented hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Nippon India Hybrid Bond fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
SBI Conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Navi regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
LIC MF Debt Hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Kotak debt hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
L & T Conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
DFC regular savings fund direc plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
HDFC Hybrid debt fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
ICICI Prudential regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Franklin India debt hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Canara robeco conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
DSP regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Baroda BNP Paribas conservative hybrid fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
AXIS regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Aditya birla sun life regular savings fund direct plan growth
20 July, 2023
by MMI Team, Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Uncategorized, Hybrid conservative
Overview of the Indian mutual fund industry in 2023
06 July, 2023
by MMI Team, Tanvi Gandhi
The asset management industry in India is experiencing brisk growth in assets under management driven by financialisation and expectations for further penetration into an untapped growing population. The article aims to provide an overview of the industry highlighting key trends. MFs, dominated by equity, being challenged by AIFs McKinsey estimated the industry’s overall AUM increased
- Published in Featured, Business Issues
Aditya Birla Sun Life Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF209K01S38 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the period near 0. For now, the fund is in the first quarter as of Feb 2023. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
Aditya Birla Sun Life Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF209K01XP7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Baroda BNP Paribas Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF251K01GP4 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was in the negative for the majority of the period. The fund has spent most of the time at – 3.50%. and now
- Published in Debt corporate
Axis Corporate Debt Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF846K01ZM8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the years till May 2022. In June 2022, the fund grew to 0.5% and now is currently in the first quartile.
- Published in Debt corporate
Canara Robeco Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF760K01HB2 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0%. The fund has been in between 2nd and 3rd quartile for the maximum of its period. Rolling
- Published in Debt corporate
Axis Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF846K01DD4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund gave negative returns
- Published in Debt gilts
DSP Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF740KA1KE8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0% range. The fund has been between 0 to -2 % for the entire period. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Franklin India Corporate Debt Fund – Plan A – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
ISIN INF090I01FW8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The funds rolling returns were positive for the period of Aug 2016 to May 2020. The fund was out performing in that period. Later that the
- Published in Debt corporate
Baroda BNP Paribas Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF955L01AD7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. In May 2016, the fund’s returns were at its peak at
- Published in Debt gilts
Canara Robeco Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF760K01FC4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
DSP Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF740K01NF3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
Edelweiss Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF843K01GS2 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
Franklin India Government Securities Fund – Direct
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF090I01HS2 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given negative
- Published in Debt gilts
HDFC Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF179K01VS0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns between May 2016 to
- Published in Debt gilts
ICICI Prudential Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF109K018C5 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
IDBI Gilt Plan – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF397L01CC0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated negative excess returns during the period between
- Published in Debt gilts
IDFC Government Securities Fund – Investment Plan – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF194K01Q29 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Invesco India Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF205K01SN0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive returns between May 2016 to Oct
- Published in Debt gilts
Kotak Gilt – Investment – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF174K01KE4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
L&T Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF917K01FI7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
LIC MF Government Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF767K01EZ3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has given negative returns between May 2016 to March
- Published in Debt gilts
Nippon India Gilt Securities Fund- Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF204K01XP8 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
PGIM India Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF223J01ND7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. In Feb 2018, the fund gave excess returns at 0.97% per
- Published in Debt gilts
SBI Magnum Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF200K01SH3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Tata Gilt Securities Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF277K01OX7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has given positive excess returns for the period between
- Published in Debt gilts
UTI Gilt Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF789F01TL5 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund generated positive excess returns between 2016 – 2020. In
- Published in Debt gilts
Aditya Birla Sun Life Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
Axis Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between Sep
- Published in Dynamic AA/Balanced advantage
Bank of India Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between April
- Published in Dynamic AA/Balanced advantage
Baroda BNP Paribas Balanced Advantage Fund – Direct
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between Dec
- Published in Dynamic AA/Balanced advantage
DSP Dynamic Asset Allocation Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between March
- Published in Dynamic AA/Balanced advantage
Edelweiss Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns after 2019. The blue line’s
- Published in Dynamic AA/Balanced advantage
HDFC Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
IDFC Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF194KA1UH1 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between
- Published in Dynamic AA/Balanced advantage
Invesco India Dynamic Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
Kotak Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between Sep
- Published in Dynamic AA/Balanced advantage
L&T Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund gave positive excess returns during the period between May 2016
- Published in Dynamic AA/Balanced advantage
Motilal Oswal Dynamic Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between March
- Published in Dynamic AA/Balanced advantage
Sundaram Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
HDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund did not show any major changes overall during the period. The fund was between -0.5 to +0.5 for the entire period. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate
HSBC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was consistent for the entire period having rolling returns of about -3 %. The fund was always in the 3rd and 4th quartile for the entire
- Published in Debt corporate
ICICI Prudential Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period were consistent. It was always in between -1 to +1. The fund was in the 1st and 2nd quartile. Rolling risk/return
- Published in Debt corporate
IDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of the fund is negative for the entire period. As of April 2023, the fund’s rolling return is about -0.5 %. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
Invesco India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund started in the fourth quartile and stayed below the median for the maximum period. As of Feb 2023 the fund is at -0.5%. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Kotak Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period was in between 1 to -1%. At the start the rolling returns was at -0.9 % and it went to the
- Published in Debt corporate
L&T Triple Ace Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns when started was at -2.3%. and as of March 2023, the rolling returns is at -0.5%. The rolling returns were at its peak having 2%
- Published in Debt corporate
Mirae Asset Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are for only one year. The fund from the start is negative. As of April 2023, the fund is at -1 %. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Nippon India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are almost below 0% for the entire period. The fund was consistent for almost the entire period. As of Feb 2023, the rolling returns are
- Published in Debt corporate
PGIM India Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of this fund shows that it was negative when started and was consistent and stayed negative for the entire period. As of May 2023, the
- Published in Debt corporate
SBI Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns here are for only one year. The fund is underperforming. The fund is now in the 4th quartile. Rolling risk/return (Snail-trail) The standard deviation on
- Published in Debt corporate
Sundaram Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were at its peak with around 2.2% in the month of Dec 2016. Then the rolling returns have not shown much fluctuation from March 2018
- Published in Debt corporate
Union Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns show that the fund was underperforming. Always the fund below the median line. Rolling risk/return (Snail-trail) The standard deviation on the 3 year excess returns
- Published in Debt corporate
UTI Corporate Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were between -1 to 1 % for the entire period. As of April 2023, the rolling returns is at -0.3%. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate
Aditya Birla Sun Life Equity Hybrid 95 Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Nov 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Sundaram Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2020. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Edelweiss Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns and again gave positive returns.
- Published in Hybrid aggressive
Baroda BNP Paribas Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Canara Robeco Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
DSP Equity & Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Franklin India Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
HDFC Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Axis Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the entire period of past few years. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
Bank of India Mid & Small Cap Equity & Debt Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period from July 2021. The blue line’s time above the median line indicates that the fund has outperformed the
- Published in Hybrid aggressive
HDFC Hybrid Equity Fund – Direct Plan – Growth (Adjusted NAV)
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2019. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
HSBC Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated mostly 0% returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
HSBC Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated mostly 0% returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
IDFC Hybrid Equity Fund – Direct plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between Oct 2021 – April 2023. Before that, the fund has given negative returns. The blue line’s time
- Published in Hybrid aggressive
Indiabulls Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Invesco India Equity & Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period from 2021 to 2023. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
JM Equity Hybrid Fund – (Direct)
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for maximum of the period. The blue line’s time above the median line indicates that the fund has outperformed the performance
- Published in Hybrid aggressive
Kotak Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns from Feb 2021. Before that, the fund has given negative returns. The blue line’s time above the median line indicates that
- Published in Hybrid aggressive
L&T Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
LIC MF Equity Hybrid Fund – Plan C – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Mahindra Manulife Hybrid Equity Nivesh Yojana – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns of about 5% for the entire period. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Mirae Asset Hybrid – Equity – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund did not show any changes in the excess returns during the entire period of last 2 years. The blue line’s time above the median line indicates
- Published in Hybrid aggressive
Motilal Oswal Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has gradually decreasing excess returns during the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Navi Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns during the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Nippon India Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2019. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
PGIM India Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Quant Absolute Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
SBI Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund was fluctuating. The blue line’s time above the median
- Published in Hybrid aggressive
Shriram Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns during the entire. The blue line’s time above the median line indicates that the fund has outperformed the performance of the
- Published in Hybrid aggressive
Tata Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Nov 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Union Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated very minor returns in the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
UTI Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
IDBI Hybrid Equity Fund- Direct Plan
03 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period from 2019 to 2023. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
30 June, 2023
by MMI Team
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
- Published in Equities flexi cap
Dossier Sample
25 May, 2023
by MMI Team
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
- Published in 4_Dossiers
ASK Investment Managers (AIF)
25 May, 2023
by MMI Team
Funds managed Fund name Asset class – category License ASK Investment Managers Equities – long only AIF Category 3IN/AIF3/17-18/0378 About Website address (link) so next analyst can pick up from here Key staff To do later Investment philosophy To do later Media To do later Analyst questions Put down any questions if fund name from
- Published in Dossiers on HF-LongOnly
ICICI Prudential Flexicap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Kotak Flexicap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Mahindra Manulife Flexi Cap Yojana Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities flexi cap
HDFC Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
JM Flexicap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
IDFC Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Nippon India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF204KC1097
- Published in Equities flexi cap
Nippon India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF204KC1097
- Published in Equities flexi cap
Invesco India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN— INF205KA1460
- Published in Equities flexi cap
Aditya Birla Sun Life Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Motilal Oswal Flexicap Fund Regular Plan-Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Baroda BNP Paribas Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF251K010W9
- Published in Equities flexi cap
Tata Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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%.
- Published in Equities flexi cap
HSBC Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
IDBI Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities flexi cap
Union Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
PGIM India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities flexi cap
Shriram Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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%
- Published in Equities flexi cap
DSP Flexi Cap Fund Growth
25 May, 2023
by MMI Team
ISIN— INF740K01037
- Published in Equities flexi cap
Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
ISIN INF251K01GW0 Performance analysis Comment on the chart…
- Published in Fixed interest capability
Canara Robeco Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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.
- Published in Equities flexi cap
Bank of India Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF761K01F19
- Published in Equities flexi cap
LIC MF Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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.
- Published in Equities flexi cap
UTI Flexi Cap Fund Regular Plan-Growth
25 May, 2023
by MMI Team
ISIN —- INF789F01513
- Published in Equities flexi cap
Edelweiss Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Axis Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Sundaram Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INF903JA1LB8
- Published in Equities flexi cap
Navi Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities flexi cap
Quant Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Franklin India Flexi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Parag Parikh Flexi Cap Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities flexi cap
Whiteoak Capital Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN — INFO3VN01506
- Published in Equities flexi cap
Samco Flexi Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN —- INFOK1H01016
- Published in Equities flexi cap
SBI Large & Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF200K01305 Performance analysis
- Published in Equities large mid cap
Nippon India Vision Fund
25 May, 2023
by MMI Team
INF204K01406 Performance analysis
- Published in Equities large mid cap
Aditya Birla Sun Life Equity Advantage Fund Growth
25 May, 2023
by MMI Team
ISIN INF209K01165 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Tata Large & Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF277K01428 Portfolio analysis
- Published in Equities large mid cap
Motilal Oswal Large and Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF247L01965 Performance analysis
- Published in Equities large mid cap
UTI Core Equity Fund – Growth
25 May, 2023
by MMI Team
INF789F01869 Performance analysis
- Published in Equities large mid cap
Axis Growth Opportunities Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF846K01J79 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Baroda NP Paribas Large and Mid Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF955L01JR8 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Navi Large & Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF959L01CK0 Performance analysis
- Published in Equities large mid cap
Union Large and Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF582M01GD4 Portfolio analysis
- Published in Equities large mid cap
Quant Large and Mid Cap Fund – Growth
25 May, 2023
by MMI Team
INF966L01341 Performance analysis
- Published in Equities large mid cap
Sundaram Large and Mid Cap Fund
25 May, 2023
by MMI Team
INF903J01DT1 Portfolio analysis
- Published in Equities large mid cap
ITI Large Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF00XX01770 Performance analysis Portfolio Analysis
- Published in Equities large cap
WhiteOak Capital Large Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN – INF03VN01662 Portfolio Analysis
- Published in Equities large cap
Tauras Large Cap Equity Fund Growth
25 May, 2023
by MMI Team
ISIN – INF044D01773 Portfolio Analysis
- Published in Equities large cap
ICICI Prudential Bluechip Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities large cap
Kotak Bluechip Growth
25 May, 2023
by MMI Team
ISIN – INF174K01153 Performance Analysis Portfolio Analysis
- Published in Equities large cap
Mahindra Manulife Large Cap Pragati Yojana Regular Growth
25 May, 2023
by MMI Team
ISIN – INF174V01697 Performance Analysis Portfolio Analysis
- Published in Equities large cap
ICICI Prudential S&P BSE Midcap Select ETF
25 May, 2023
by MMI Team
539980 Portfolio analysis
- Published in Equities mid cap
Mirae Asset Nifty Midcap 150 ETF
25 May, 2023
by MMI Team
543481 Portfolio analysis
- Published in Equities mid cap
ITI Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
ITI Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Taurus Discovery (Midcap) Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Taurus Discovery (Midcap) Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Franklin India Prima Fund – Direct – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Franklin India Prima Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
ICICI Prudential MidCap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
ICICI Prudential MidCap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Kotak Emerging Equity Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Kotak Emerging Equity Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
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.
- Published in Equities mid cap
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.
- Published in Equities mid cap
HDFC Mid-Cap Opportunities Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
IDFC MIDCAP FUND – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
IDFC MIDCAP FUND – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
SBI Magnum Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
HDFC Mid-Cap Opportunities Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
SBI Magnum Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Nippon India Growth Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Nippon India Growth Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Invesco India Mid Cap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Invesco India Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Aditya Birla Sun Life Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Aditya Birla Sun Life Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Motilal Oswal Midcap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Motilal Oswal Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Baroda BNP Paribas Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Baroda BNP Paribas Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Tata Mid Cap Growth Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Tata Mid Cap Growth Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
IDBI Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
IDBI Midcap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Union Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Union Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
PGIM India Midcap Opportunities Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
PGIM India Midcap Opportunities Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
DSP Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
DSP Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Mirae Asset Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Mirae Asset Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
UTI Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
UTI Mid Cap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Edelweiss Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Edelweiss Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Axis Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Axis Midcap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Sundaram Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
L&T Midcap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
L&T Midcap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Sundaram Mid Cap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Quant Mid Cap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
Quant Mid Cap Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities mid cap
WhiteOak Capital Mid Cap Fund Regular Growth
25 May, 2023
by MMI Team
INFO3VN01563 Portfolio analysis
- Published in Equities mid cap
WhiteOak Capital Mid Cap Fund Direct Growth
25 May, 2023
by MMI Team
INFO3VN01597 Portfolio analysis
- Published in Equities mid cap
Kotak Nifty Midcap 50 ETF
25 May, 2023
by MMI Team
KOTAKlMID50 Portfolio analysis
- Published in Equities mid cap
Motilal Oswal Nifty Midcap 100 ETF
25 May, 2023
by MMI Team
MOM100 Portfolio analysis
- Published in Equities mid cap
ITI Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
ICICI Prudential Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Sundaram Multi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Kotak Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
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
- Published in Equities multi cap
HDFC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
IDFC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
SBI Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Nippon India Multi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Invesco India Multi Cap Fund Growth
25 May, 2023
by MMI Team
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%
- Published in Equities multi cap
Aditya Birla Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Tata Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF277KA1703 Performance Analysis Portfolio Analysis
- Published in Equities multi cap
HSBC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF336L01QQ8 Portfolio Analysis
- Published in Equities multi cap
Union Multi Cap Fund Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Indiabulls Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF666M01HG6 Portfolio Analysis
- Published in Equities multi cap
LIC MF Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Axis Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Baroda BNP Paribas Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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%.
- Published in Equities multi cap
Quant Active Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
ITI Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
IDFC Emerging Business Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
SBI Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF200K01T28 Performance analysis Portfolio analysis
- Published in Equities small cap
Nippon India small cap fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
DSP Small Cap Fund Regular Plan-Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
Edelweiss Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
HSBC Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF917K01QC7 Performance analysis Portfolio analysis
- Published in Equities small cap
Mahindra Manulife Small cap Fund Regular fund
25 May, 2023
by MMI Team
ISIN INF17401BH3 Portfolio analysis
- Published in Equities small cap
UTI Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF89F1AU06 Performance analysis The fund had consistent growth over the years. The Rolling Return Chart shows a motionless performance. Portfolio analysis
- Published in Equities small cap
ICICI Prudential Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
Kotak Small cap Fund- Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
HDFC Small Cap Fund Growth
25 May, 2023
by MMI Team
ISIN INF179KA1RZ8 Performance analysis Portfolio analysis
- Published in Equities small cap
Invesco India Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF205K011T7 Performance analysis Portfolio analysis
- Published in Equities small cap
Aditya Birla Sun Life Small Cap Fund-Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
Tata Small cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
IDBI Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
Union Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF582M01BY1 Performance analysis The fund has underperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
PGIM India Small cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF663L01W30 Performance analysis The growth of the fund over years was not consistent. The Rolling Return Chart shows a motionless performance. Portfolio analysis
- Published in Equities small cap
Canara Robeco Small Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities small cap
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
- Published in Dossiers on PMS AMC
Shree Rama Managers
18 March, 2023
by MMI Team
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 &
- Published in Dossiers on PMS AMC
Buoyant Capital
18 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Prosperity Wealth Management
18 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
ValueQuest
18 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Skyes & Ray Equities
18 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Magadh Capital (PMS)
18 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Invasset PMS
18 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Joindre PMS
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Valentis Advisors
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Turtle Wealth PMS
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Tulsian PMS
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Spark Asia Impact Managers
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Roha Asset Managers
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Piper Serica PMS
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Negen Capital Services
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Narnolia PMS
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
MRG Capital
17 March, 2023
by MMI Team
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.
- Published in Dossiers on PMS AMC
Moat Financial Services
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Marathon Trends Advisory
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Bellwether Capital
17 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Axis asset management(PMS)
17 March, 2023
by MMI Team
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,
- Published in Dossiers on PMS AMC
Solidarity Advisors
16 March, 2023
by MMI Team
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
- Published in Dossiers on PMS AMC
Sundram Alternate Assets Ltd.
16 March, 2023
by MMI Team
Funds Managed Asset Class License SISOP Multicap PMS SELF Mid & small cap PMS About Sundaram Alternate Assets Ltd. (SA) is a wholly-owned subsidiary of Sundaram Asset Management Company Limited (SAMC), that caters to investment needs of high net-worth individuals (HNIs). SAMC is a wholly-owned subsidiary of Sundaram Finance Limited, India’s leading non-banking finance company.
- Published in Dossiers on PMS AMC
Funds Managed Asset Class License Small cap and mid cap Small and mid cap PMS Pharma and healthcare Sector fund PMS Fintech Sector fund PMS India focus portfolio Multicap PMS About Kotak PMS (registered under SEBI), one of the largest Portfolio Management Service providers in India, is part of the illustrious Kotak Mahindra Group and
- Published in Dossiers on PMS AMC
UTI-Dynamic Bond Fund – Direct
19 February, 2023
by MMI Team
ISIN INF789F01XD4 As it is visible from the chart the trail is mostly in the bottom right quadrant which shows that fund underperformed the benchmark with relatively higher risk. High tracking error indicates that the manager seeks Alpha at the expense of higher relative risk. A negative information ratio indicates that the mutual fund is
- Published in Debt dynamic
Union Dynamic Bond Fund – Direct
19 February, 2023
by MMI Team
ISIN INF582M01799 based on 3 year rolling return, we can see that fund is performing better than the lower quartile returns ( value below which 25% of the returns fall) The trail is in the bottom left or right quadrant which shows that the fund has generated negative excess returns in comparison to the benchmark
- Published in Debt dynamic
Tata Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF277K01MV5 As we can see that trail is in the bottom left quadrant which shows that the fund has underperformed the benchmark by taking a relatively lower risk. information ratio of less than 1 indicates that fund is not generating either very less or negative excess returns in comparison to the benchmark.
- Published in Debt dynamic
SBI Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF200K01RD4 based on 3 year rolling return it can be seen that fund generated better returns than the upper quartile returns ( value above which 25% of the returns fall). trail that cross quadrants indicate inconsistent relative performance. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark
- Published in Debt dynamic
Nippon India Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
INF204K01A25 trail is in the bottom right quadrant which means that the fund is has underperformed benchmark with relatively higher risk A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility
- Published in Debt dynamic
Quantum Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF082J01176 the fund has underperformed the benchmark by taking relatively lower risk A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
ICICI Prudential All Seasons Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF109K016E5 It performed better than the upper quartile funds. Outperformed the benchmark by taking relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
PGIM India Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF663L01AD7 the fund has generated returns almost equal to the upper quartile returns. at starting fund outperformed the benchmark by taking relatively higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Mirae Asset Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF769K01DR8 A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Mahindra Manulife Dynamic Bond Yojana – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF174V01580 based on 3-year rolling returns we can see that the fund generated lower returns than the lower quartile returns. the trail is in the bottom left quadrant which means that the fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower
- Published in Debt dynamic
Kotak Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF174K01JU2 as we can see in the graph above that the fund generated a maximum return in June 2020 based on 3 years 3 year rolling return chart. the fund is starting outperformed the benchmark by taking a relatively lower risk. IR ratio of less than 2 means that the fund did not generated
- Published in Debt dynamic
JM Dynamic Bond Fund – (Direct) – Growth
19 February, 2023
by MMI Team
ISIN INF192K01DD3 The trail is in the bottom left quadrant which means that the fund underperformed the benchmark by taking relatively lesser risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
Indiabulls Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
INF666M01EK5 The fund generated low returns than the lower quartile returns. the fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
IIFL Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF579M01266
- Published in Debt dynamic
IDBI Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF397L01BN9 The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
HSBC Flexi Debt Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF336L01CO3 The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
Canara Robeco Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF760K01EC7 The fund generated more returns than the lower quartile returns almost equal to the median returns. The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is
- Published in Debt dynamic
Aditya Birla Sun Life Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF209K01N82
- Published in Debt dynamic
Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF251K01GW0 The fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Bank of India Credit Risk Fund – Direct Plan
13 February, 2023
by MMI Team
ISIN INF761K01DG8 Risk Return Chart On a 3-year basis, the risk-return chart illustrates a positive performance for excess returns as compared to the benchmark of the CRISIL Credit Risk Fund CIII Index. However, it must be noted that Bank of India has a much higher risk ratio than other funds in the benchmark index operating
- Published in Debt Credit
Franklin India Smaller Companies Fund Growth
13 February, 2023
by MMI Team
ISIN INF090101569 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 low risk and low returns and has underperformed the benchmark. Portfolio analysis
- Published in Equities small cap
Quant Small Cap Fund – Growth
13 February, 2023
by MMI Team
ISIN INF966L01AA0 Performance analysis Portfolio analysis
- Published in Equities small cap
Sundaram Small cap Fund Regular Growth
13 February, 2023
by MMI Team
ISIN INF903J01470 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 underperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
Axis Small Cap Fund Regular Growth
13 February, 2023
by MMI Team
ISIN INFK01K01 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
- Published in Equities small cap
Bank of India Small Cap Fund Regular Growth
13 February, 2023
by MMI Team
ISIN INF761K01ER3 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 above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis
- Published in Equities small cap
HSBC Flexi Debt Fund – Growth
12 February, 2023
by MMI Team
ISIN INF336L01461 As we can see in the chart the trail is either in the 3rd quadrant or the 4th quadrant which shows that the fund has underperformed the benchmark with relatively lower or higher risk. A moderate amount of Tracking Error indicates that the manager seeks to add Alpha by taking active positions. As
- Published in Debt dynamic
HDFC Dynamic Debt Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF179K01WB4 As it is visible from the chart the trail is mostly in the bottom right quadrant which shows that fund underperformed the benchmark with relatively higher risk. The tracking error is as high as 6.4% which indicates that the manager seeks alpha at the expense of higher relative risk. As we can see
- Published in Debt dynamic
Canara Robeco Dynamic Bond Fund – Regular Plan- Growth
12 February, 2023
by MMI Team
ISIN INF760K01449 The chart shows that the fund underperformed the benchmark with relatively lower risk. Fund’s performance is deviating from its benchmark index more significantly. High Tracking Error of 3.5% indicates that the manager seeks Alpha at the expense of higher relative risk and low tracking error indicates that manager is less likely to generate
- Published in Debt dynamic
DSP Strategic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF740K01QG4 The trail in the top right quadrant indicates that the fund outperformed the index with relatively higher risk and in the bottom right quadrant shows that fund underperformed the fund with high risk. Trails that cross quadrants indicate inconsistent relative performance. Tracking ratio of as high as 4.5% indicates that the manager seeks
- Published in Debt dynamic
DSP Strategic Bond Fund – Regular
12 February, 2023
by MMI Team
ISIN INF740K01GK7
- Published in Debt dynamic
Axis Dynamic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF846K01DI3 At starting fund outperformed the benchmark by taking relatively higher or lower risk but after Sept 2021 underperformed the benchmark by taking relatively higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the
- Published in Debt dynamic
L&T Flexi Bond Fund – Growth
12 February, 2023
by MMI Team
ISIN INF677K01916 Fund generated negative excess returns that is underperformed the CRISIL Dynamic Bond fund with relatively lower risk. low tracking error indicates that the manager is less likely to generate Excess Returns as the product appears similar to its benchmark. A negative information ratio indicates that the mutual fund is generating lower returns than
- Published in Debt dynamic
Axis Dynamic Bond Fund – Growth
12 February, 2023
by MMI Team
ISIN INF846K01917 Performance analysis Trail that cross quadrants indicate inconsistent relative performance. The tracking is not very high which means the manager is less likely to generate Excess Returns as the fund appears similar to its benchmark. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that
- Published in Debt dynamic
IDFC Dynamic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF194K01N63 Performance analysis The fund performed better than the upper quartile funds. The fund started by outperforming benchmark with a relatively higher risk but after Sept 2021 it underperformed the benchmark with relatively higher risk. High Tracking Error of 4% indicates that the manager seeks Alpha at the expense of higher relative risk. A
- Published in Debt dynamic
IDFC Dynamic Bond Fund – Regular
11 February, 2023
by MMI Team
ISIN INF194K01QG4 Performance analysis The Snail Trail Chart does not show good performance for the excess return on a 3-year rolling basis against the funds benchmark. At the start, fund gave some excess returns after taking excess risk in comparison to its benchmark but after June 2021 it gave negative returns with excess risk in
- Published in Debt dynamic
Taurus Flexi Cap Fund Growth
07 February, 2023
by MMI Team
ISIN —- INF044D01989 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. Performance Analysis The fund has consistently underperformed the index as shown by the fact that the blue line has been below 0. It has also underperformed
- Published in Equities flexi cap
Start researching mutual funds with AMC dossiers
30 August, 2022
by MMI Team
Start researching mutual funds with AMC dossiers Some believe selecting mutual funds is easy. Just look at the short and long-term ‘track record’, perhaps relative to the relevant index and peers. Others use ‘risk-adjusted performance’ instead, which in practical terms means using a ratio like Sharpe Ratio, Information Ratio or Sortino Ratio. The sophisticated add
- Published in Featured, Advisory Process
50 shades of value investing in India
15 July, 2022
by MMI Team
While everyone agrees that value investing is buying a stock for less than its intrinsic value, this is easier said than done. There is no one way to calculate intrinsic value. Over time Warren Buffet’s definition of value has changed from the ‘cigar butt’ approach that his mentor Ben Graham espoused to a more broader
- Published in Portfolio Construction, Equities, Featured
How active and skilled are Indian equity funds?
22 June, 2022
by MMI Team, Devasri Davey, Charles Mathew, Amit Soni, Revant Sharma, Rahul Sharma
While retail investors and advisers track various performance-based quantitative parameters such as excess returns and Sharpe ratio on mutual fund fact sheets, the professional investment consulting industry uses more advanced measures such as tracking error and information ratio to evaluate active funds. We calculated and analysed these measures for the Indian equity fund universe with
- Published in Equities, Portfolio Construction, Featured
NJ Asset Management (MF)
08 June, 2022
by MMI Team
About NJ Asset Management Private Limited, is one of the newest AMCs in India, having received its license in April 2021. The AMC is a part of the NJ India Invest Group, with ‘NJ’ representing the initials of its founders – Neeraj Choksi and Jignesh Desai – first generation entrepreneurs who began the journey of
- Published in Dossiers on MF AMCs
Do mutual fund ratings work?
16 February, 2022
by MMI Team
Investors and advisers often use ‘star ratings’ to select the ‘best mutual funds’. They assume that the mutual fund ratings, whether denoted by stars or numbers (1 to 5) or alphabets (A, B etc) or metals (gold, silver etc), would be helpful in their selection of funds that will outperform in the future. We have
- Published in Advisory Process, Featured, Portfolio Construction
P2P lending in India
21 January, 2022
by MMI Team
Peer-to-peer lending is a small sub-segment of the fast growing lending segment within fintech. It allows investors to lend to a diversified portfolio of small borrowers through digital platforms, thereby cutting out the traditional middlemen (like banks and non-banking financial companies) and earning a higher return. We look at the p2p lending landscape in India.
Are PMS better than mutual funds?
20 January, 2022
by MMI Team
With increasing flows into portfolio management services (PMS), we hear PMS providers claiming that they outperform mutual funds as a category. We decided to take a high level look at the performance. While the median PMS performance is not too different from that of mutual funds, the dispersion of returns is higher. We suggest investors
Wealthtech in India
12 January, 2022
by MMI Team
Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some players.
- Published in Business Issues, Featured
Voice of the private banker
14 December, 2021
by MMI Team
Money Management India partnered with one of the largest recruiters in financial services in India, Native, to conduct a survey of private wealth managers (PWM) in India to understand some key trends around client and RM preferences. We asked questions in three key areas – What do private bankers seek from the firms they work
- Published in Business Issues
Connected strategy for wealth management
11 November, 2021
by MMI Team
A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry is currently largely analog, disconnected and lacks scale, relying on people for most aspects of the customer journey. The paper adapts the framework from a book ‘Connected Strategy‘ by two of the authors who are
- Published in Business Issues, Featured, Advisory Process
Asset management industry profits
11 November, 2021
by MMI Team
The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points. With costs of around 13 basis points, the profits have improved to around 40 basis points. Profits add up to INR 6,859 crores (~$920m) according to an article in the Business Standard, quoting Value Research
- Published in Business Issues
Big Data and ML in funds research
11 November, 2021
by MMI Team
Fund Manager evaluation demands an assessment across multiple dimensions, including the investment process, risk management, operations, and the business model. We have compiled the latest research on using Big Data and Machine Learning (ML) in funds research. — In a live webinar organised by the CFA Society India in April 2021, Sabeeh Ashhar of Morningstar
- Published in Portfolio Construction
India’s pension system needs work
11 November, 2021
by MMI Team
India’s pension system ranked 40th out of 43 national systems, according to the Mercer CFA Institute Global Pension Index. The index compares 43 retirement income systems with respect of adequacy, sustainability and integrity. Here is the link to the press release and report. Mercer CFA Institute Global Pension Index press release for India
- Published in Wealth Planning
White Oak Capital Asset Management (MF)
04 November, 2021
by MMI Team, Oraina Dsouza
About WhiteOak Capital Asset Management is an investment management and advisory firm established by Prashant Khemka in June 2017. The AMC is a subsidiary of WhiteOak Capital group of companies after having acquired Yes Bank’s Asset Management business in November 2021. With operations across India, Singapore, Mauritius, the UK, and Switzerland, WhiteOak Capital has attracted
- Published in Dossiers on MF AMCs
LIC Asset Management
04 November, 2021
by MMI Team
About LIC Mutual Fund was established on 20th April 1989 by LIC of India, as an associate company of Life Insurance Corporations of India. The AMC currently operates with funds Rs.17,817 cr. across 26 different schemes. Key staff T S Ramakrishnan Managing Director and Chief Executive Officer, effective .. Ramakrishnan has an experience of over
- Published in Dossiers on MF AMCs
ITI Asset Management (MF)
04 November, 2021
by MMI Team
About ITI Asset Management Company Limited (ITI AMC) launched its mutual fund business in 2019. ITI AMC is part of Investment Trust of India Ltd (ITI Group). ITI Group was the promoter of the first private sector mutual fund launched in India, Pioneer ITI Mutual Fund, which later on was taken over by Franklin Templeton Mutual
- Published in Dossiers on MF AMCs
IL&FS Asset Management
04 November, 2021
by MMI Team
https://www.ilfsinfrafund.com/
- Published in Dossiers on MF AMCs
InCred Wealth
29 October, 2021
by MMI Team
InCred Wealth is part of the InCred financial services platform that aims to leverage technology and data-science to ease many pain-points and disrupt many segments. The group founder, Bhupinder Singh, has been an investment banker with Deutsche Bank for more than 15 years. He set up an NBFC, InCred Finance in 2016 with the backing
- Published in Dossiers on wealth firms
The market for private wealth
25 October, 2021
by MMI Team
India has been a promising wealth management market for a while. The growing ‘middle class’ is part of folklore. The rich Indians may not be as ‘crazy’ as the Asians in terms of conspicuous consumption but the numbers have been growing steadily. So the prospects for the wealth management industry, as a whole, and the
- Published in Business Issues
Private wealth’s value proposition
25 October, 2021
by MMI Team
While the number of high net worth individuals and the size of their wealth give an indication of the ‘potential market size’ (or total addressable market) for the overall savings or money management industry, we now look at how the wealth industry chooses to respond to client needs. In other words, we explore the ‘value
- Published in Business Issues
Edelweiss Wealth (AIF)
23 October, 2021
by MMI Team
Fund name Asset class License Crossover Opportunities Fund III Late- Stage PE & Pre IPO SEBI AIF CAT II About Edelweiss Wealth Management (EWM) is one of India’s largest wealth management firms with Assets under Advisory (AUA) of over ~ USD 19 billion servicing ~6, 70,000 Affluent & HNIs and ~2,400 of India’s wealthiest families.
- Published in Dossiers on PE-VC
Edelweiss AMC (AIF)
23 October, 2021
by MMI Team
Funds managed Fund name Asset class Licence Edelweiss Alpha Fund Long only AIF About https://www.edelweissmf.com/ Key staff Radhika Gupta – Managing Director & Chief Executive Officer – Radhika Gupta has more than 15 years of global asset management experience. She started her career with global giants McKinsey and AQR Capital, and then moved to India
- Published in Dossiers on HF-LongOnly
ICICI Venture (RE)
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License India Real Estate Investment Fund (IREIT) Real estate IN/AIF2/16-17/0271 India Advantage Fund Real Estate Series 1 Real estate India Advantage Fund Real Estate Series 2 Real estate HIOP Small Office Fund 1 Real estate IN/AIF2/21-22/0880 Note: There is no publicly available data on HIOP Small Office
- Published in Dossiers on RE-Infra
Eximius Ventures
23 October, 2021
by MMI Team
Fund name Asset class – category License Eximius Ventures fund 1 Venture capital Sebi CAT 1 AIF About Eximius is a SEBI Registered (Cat 1 AIF) micro venture fund, founded in 2020 on the principle of building an equitable ecosystem in the startup world. Pearl Agarwal, founder, and managing director, strongly believes that while capital
- Published in Dossiers on PE-VC
Gaja Capital India
23 October, 2021
by MMI Team
About Gaja Capital India Fund 2020 Llp is a Limited Liability Partnership firm incorporated on 02 June 2020. It is registered at Registrar of Companies, Delhi. Its total obligation of contribution is Rs. 50,000,000. Gaja Capital India Fund 2020 Llp’s last financial year end date for which Statement of Accounts and Solvency were filed is
- Published in Dossiers on PE-VC
Gemba Capital
23 October, 2021
by MMI Team, Aryan Pandey
About Gemba Capital invests in post-seed stage startups that are scalable and looking for angel investments. Key staff Adith Podhar – Founder – An Entrepreneur by heart and an investor by profession.The experience as a PE investor and as an Entrepreneur has given him unique skill sets to understand businesses and people. Gemba Capital (www.gembacapital.in)
- Published in Dossiers on PE-VC
GMO-Z. Com Payment Gateway
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License GMO-Z. Com Payment Gateway India Credit Fund Not clear AIF Cat2IN/AIF2/20-21/0870 About MO-Z.COM PAYMENT GATEWAY INDIA PRIVATE LIMITED is listed in the class of Private company and classified as non-govt company. This company is registered at Registrar of Companies (ROC), RoC-Mumbai with an Authorized Share Capital
- Published in Dossiers on AIF AMCs
Guardian Partners
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Guardian Capital Partners Fund Category-II Alternative Investment Fund IN/AIF3/21-22/0918 About GUARDIAN PARTNERS LLP is a limited liability partnership limited company based in India. We are a reliable organization engaged in this business with a qualitative range of industrial products. We are also one of the leading
- Published in Dossiers on HF-LongOnly
Harmony Capital
23 October, 2021
by MMI Team
Funds managed Fund name Asset class- category License Harmony Alternative Investment Fund Equity- long only/ multi-cap IN/AIF3/12-13/0023 About Harmony Alternative Investment Fund Trust has been formed in India as a private umbrella trust under the Indian Trusts Act, 1882 and is registered in India under the Indian Registration Act, 1908.. The Trust is registered as
- Published in Dossiers on HF-LongOnly
Dhyana Capital
23 October, 2021
by MMI Team
Fund name Asset class – category Licence Dhyana Capital Fund Equity – long only SEBI AIF CAT-3 About Dhyana Capital (“Fund”) is registered with the Securities and Exchange Board of India (“SEBI”) as a Category III Alternative Investment Fund under the SEBI (Alternative Investment Fund) Regulations, 2012. Dhyana Equity LLP is the investment manager (“Manager”)
- Published in Dossiers on HF-LongOnly
Aequitas Investment Consultancy
23 October, 2021
by MMI Team
Funds managed Fund name Asset class – category License Aequitas Equity Scheme I Equities – long-only- small cap and mid cap IN/AIF3/18-19/0638 About The company is a research focused fund house investing in listed companies, that have significant potential for long-term capital appreciation. It is in the process of setting up their first offshore fund
- Published in Dossiers on HF-LongOnly
IAN Capital
23 October, 2021
by MMI Team
About Indian Angel Network is a network of Angel investors keen to invest in any early-stage businesses which have potential to create disproportionate value. The members of the Network are leaders in the entrepreneurial eco-system as they have had strong operational experience as CEOs or a background of creating new and successful ventures. They share
- Published in Dossiers on PE-VC
ICICI Venture
23 October, 2021
by MMI Team