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

IndiaDataHub

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.
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Axis Flexi Cap Fund – Direct Plan

INF846K01B28 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been bad overall. Starting Days of this fund was good after some time the fund started to come down and currently in negative. This fund was not good for investment. Performance analysis Rolling return in quartiles The rolling return chart shows excess

Aditya Birla Sun Life Flexi Cap Fund – Direct

INF209K01XX1 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been normal overall. The fund was good when it was started after some time it came down and gave negative returns. So for a long time the fund was not doing well and not giving good returns. Performance analysis Rolling return in

ValuEnable

Segment – Lending B2B; ValuEnable is engaged in solving complex problems for life insurance companies. https://valuenable.in/ About Founded in 2021, the company serves the insurance industry by trying to optimise the value of traditional life insurance policies for the customers as well as for the providers. The firm provides 3 main services – customer retention
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Sensibull

Segment – Wealth B2C segment: Sensibull is an investment management platform for investors in retail. https://sensibull.com/ About The company was founded in August 2017 by 3FD Hassan, Balajee Ramachandran, and Sidharth Reddy in Bangalore, Karnataka. The legal name of Sensibull is Riskilla Technologies Pvt. Ltd. The startup is a third-party options strategy platform that allows
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RIA

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
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Quicko

Wealth B2C segment; Online platform for tax management and tax filing solutions. https://quicko.com/ About Company founded in 2015 by vishvajit sonagara, company headquarter is at ahmedabad, gujarat. Company provides a  platform to help plan, prepare and file your Income Taxes, GST & TDS returns online. company also have a host of APIs for businesses to
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Kredily

Segment – Infrastructure B2B  segment; Cloud-based platform for HRMS suite. https://kredily.com/ About Company is founded in 2017 at bengaluru, karnataka by IIM graduate Devendra Khandegar, Kredily is a free cloud- based HR & Payroll software in India. Manage employee data, leaves, track attendance & automate payroll. Key Features of Kredily – Attendance management, loan &
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IndiaGold

segment – Wealth B2C Digitizing gold loans and lockers. https://indiagold.co/gold-loan About Company founded in july 2020 by Deepak Abbot and Nitin Misra in gurgaon, haryana. legal name of comapny is flat white capital pvt. ltd., goal of company is to empowering india to meet its credit and investment needs using its favourite asset, gold. Company
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Even Healthcare

Segment – Insurance in B2B2C; health-tech company and healthcare provider that partners directly with the top hospitals in the country. https://even.in/ About Even was founded in 01/09/2020 in Bangalore, India by 3 founders – Alessandro Davide Lalongo, Matilde Giglio, Mayank Banerjee. Even is a healthcare provider that offers managed care plans to its members, with
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Digio

Segment – B2B in Infrastructure segment; Platform offering API- enabled KYC and documentation solutions for banks and enterprises. https://www.digio.in/ About Digio is a fast growing, funded, profitable product startup based in Bangalore founded in 2016 by ex-Flipkart, Twitter folks; Abhinav Parashar and Sanket Nayak, bringing existing paper based processes online. The company is building software
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WintWealth 

Segment – B2C Wealth (Debt) market; Online Bond Platform Provider https://www.wintwealth.com/ About The company was founded in 2020 by these Founders and Directors, who are all mechanical engineering graduates. The company was founded in Nashik, Maharashtra, India, and it now has its headquarters in Bengaluru, Karnataka. The product is an online investment platform with a
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Streak.Tech

Segment – wealth management fintech firm B2C and B2C https://www.streak.tech About Jayalakshmi Manohor and Vipul Divyanshu are both graduate engineers in Electronics and Telecommunications, and Harsha M is a graduate engineer in Computer Science with an MBA in Human resources and Management. These three are the founders of Streak. In August 2017, a Streak.Tech AI

Smallcase

Segment – B2C wealth management fintech company About Smallcase was founded in Bangalore in 2015 and launched in 2016. Vasant Kamath, Anugrah Shrivastava, and Rohan Gupta are all graduates of IIT Kharagpur. Smallcase is a modern investment product that makes it easier for investors to build a low-cost, long-term, and diverse portfolio. A stock basket,
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Ripen

Segment – wealth management; goal management; edtech delivery segment in B2C. https://ripen.in/ About Ripen, founded by Ritvik Varghese, is a financial company, Heet Tike is an economist, and Aviral Jain is a Computer Science  This is a community page that offers solutions in the areas of career, destination, wealth, health and fitness, food, and so on.
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Kambla Solutions 

Segment – wealth management B2C https://www.kambala.co.in/#carousel_f864 About Gururaja Hedge is the founder and director of Kambala Solutions, and Somnath Jogi is a chemical engineer by profession, but he has experience with financial market products. Kambala Solutions was established in August 2017 in Mangaluru, Karnataka, India. Noren Oms is a product of Kambala Solutions, which provides enterprise
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Jupiter

Segment – Neobank and wealth management  About The founder of Jupiter, Jitendra Gupta, is a CA. The business was established in 2019. The company’s main office is in Mumbai, Maharashtra, India, and serves in the B2C space. Jupiter Bank is a neobank that offers all of the banking services provided by conventional banks, including Edge
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Golden PI

Segment – wealth management, debt broker with both B2C and B2B models About GoldenPI is India’s first online fintech startup, allowing retail investors to freely invest in bonds and debt markets. Samir Baran Pratihar, a software engineer and CTO, and Abhijit Roy, an MBA from IIM and software engineer, co-founded the company in 2017 in
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EPIFI (FI. Money)

Segment – Neo bank https://fi.money/ About Sujit Narayanan Kutty, a finance professional, and Sumit Gwalani, a computer science engineer and MBA, co-founded FI. Money. Fi Money, which is based in Bengaluru, was founded in 2019.  Fi Money’s legal name is Epifi Technologies Private Limited. FI.money is a neobank that provides all banking products such as
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Cred

Segment – payment and credit card management software https://cred.club About The company was formed in April of 2018 with headquarters in Bengaluru, Karnataka, India. This is the second startup venture for founder, Kunal Shah. The firm offers a number of products – CRED Application – To manage their rewards and bills, a credit card user application
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Actlogica

Segment – b2b wealth management About Actlogica was founded by a couple team Ameet Ayare and Archana Anoor in Hyderabad in February 2019. The firm has a number of software products – FinFL Enterprise – This wealth management software is used to manage multiple assets, generate graphic performance and profit and loss reports, and manage
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Mprofit Software

Segment – wealth, portfolio management software for retail and HNIs https://fi.money/ About Mprofit Software is a Mumbai-based fintech organization that was established in 2007 by five co-founders listed below. MProfit’s platform is available for individual investors, HNIs, family offices, and wealth management professionals. It has a multi-asset portfolio tracker, can manage portfolio groups, import trade
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Card91

Segment – neo-banking; Card Issuance Platform-as-a-Service company.  About  Founded in Aug 1, 2020 by 3 IIT graduates, Ajay Pandey, Kush Srivastava, Vineet Saxena, Card91 offers plug-and-play payment infrastructure as a service for businesses that want to issue, control, view, and approve payments. It assists businesses and banks in the launch of co-branded cards and the
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AssetPlus

Segment – B2B2C Wealth segment; platform for distributing mutual funds. https://www.assetplus.in/ About Founded in 2016 by two IIT Madras graduates, Awanish Raj and Vishranth Suresh, AssetPlus is a platform helping mutual fund distributors to streamline the processes of investing in mutual funds through multi-portfolio support, unbiased research and digital marketing.  The company has raised a
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Ditto Insurance

Segment – Insurance B2C segment: Ditto offers an online comparison platform for life and health insurance.  https://joinditto.in/ About  Ditto was founded in 2021 in Bengaluru, India, by four founders: Pawan Kumar Rai, Shrehith Karkera, Bhanu Gurram, and Lokesh Gurram. The company is affiliated with two legal entities: Ditto Insurance Broking Services LLP and Tacterial Consulting
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UTI  regular savings fund direct plan growth

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

Sundaram debt oriented hybrid fund direct plan growth

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

Nippon India Hybrid Bond fund direct plan growth

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

SBI Conservative hybrid  fund direct plan growth

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

Navi regular savings fund direct plan growth

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

LIC MF Debt Hybrid fund direct plan growth

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

Kotak debt hybrid  fund direct plan growth

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

L & T Conservative hybrid fund direct plan growth

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

DFC regular savings fund direc plan growth

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

HDFC Hybrid debt  fund direct plan growth

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

ICICI Prudential regular savings fund direct plan growth

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

Franklin India debt hybrid  fund direct plan growth

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

Canara robeco conservative hybrid fund direct plan growth

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

DSP  regular savings fund direct plan growth

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

Baroda BNP Paribas conservative hybrid fund direct plan growth

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

AXIS regular savings fund direct plan growth

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

Aditya birla sun life regular savings fund direct plan growth

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

Overview of the Indian mutual fund industry in 2023

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

Aditya Birla Sun Life Corporate Bond Fund – Direct Plan

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

Aditya Birla Sun Life Government Securities Fund – Direct Plan

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

Baroda BNP Paribas Corporate Bond Fund – Direct Plan

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

Axis Corporate Debt Fund – Direct Plan

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.

Canara Robeco Corporate Bond Fund – Direct Plan

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

Axis Gilt Fund – Direct Plan

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

DSP Corporate Bond Fund – Direct Plan

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) 

Franklin India Corporate Debt Fund – Plan A – Direct

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

Baroda BNP Paribas Gilt Fund – Direct Plan

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

Canara Robeco Gilt Fund – Direct Plan

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

DSP Government Securities Fund – Direct Plan

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

Edelweiss Government Securities Fund – Direct Plan

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

Franklin India Government Securities Fund – Direct

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

HDFC Gilt Fund – Direct Plan

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

ICICI Prudential Gilt Fund – Direct Plan

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

IDBI Gilt Plan – Direct Plan

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

IDFC Government Securities Fund – Investment Plan – Direct Plan

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

Invesco India Gilt Fund – Direct Plan

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

Kotak Gilt – Investment – Direct Plan

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

L&T Gilt Fund – Direct Plan

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

LIC MF Government Securities Fund – Direct Plan

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

Nippon India Gilt Securities Fund- Direct Plan

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

PGIM India Gilt Fund – Direct Plan

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

SBI Magnum Gilt Fund – Direct Plan

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

Tata Gilt Securities Fund – Direct Plan

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

UTI Gilt Fund – Direct Plan

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

Aditya Birla Sun Life Balanced Advantage Fund – Direct Plan

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

Axis Balanced Advantage Fund – Direct Plan

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

Bank of India Balanced Advantage Fund – Direct Plan

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

Baroda BNP Paribas Balanced Advantage Fund – Direct

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

DSP Dynamic Asset Allocation Fund – Direct Plan

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

Edelweiss Balanced Advantage Fund – Direct Plan

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

HDFC Balanced Advantage Fund – Direct Plan

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

IDFC Balanced Advantage Fund – Direct Plan

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

Invesco India Dynamic Equity Fund – Direct Plan

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

Kotak Balanced Advantage Fund – Direct Plan

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

L&T Balanced Advantage Fund – Direct Plan

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

Motilal Oswal Dynamic Fund – Direct Plan

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

Sundaram Balanced Advantage Fund – Direct Plan

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

HDFC Corporate Bond Fund – Direct Plan

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

HSBC Corporate Bond Fund – Direct Plan

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

ICICI Prudential Corporate Bond Fund – Direct Plan

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

IDFC Corporate Bond Fund – Direct Plan

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

Invesco India Corporate Bond Fund – Direct Plan

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) 

Kotak Corporate Bond Fund – Direct Plan

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

L&T Triple Ace Bond Fund – Direct Plan

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%

Mirae Asset Corporate Bond Fund – Direct Plan

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) 

Nippon India Corporate Bond Fund – Direct Plan

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

PGIM India Corporate Bond Fund – Direct Plan

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

SBI Corporate Bond Fund – Direct Plan

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

Sundaram Corporate Bond Fund – Direct Plan

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

Union Corporate Bond Fund – Direct Plan

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

UTI Corporate Bond Fund – Direct Plan

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

Aditya Birla Sun Life Equity Hybrid 95 Fund – Direct Plan

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

Sundaram Aggressive Hybrid Fund – Direct Plan

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

Edelweiss Aggressive Hybrid Fund – Direct Plan

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.

Baroda BNP Paribas Aggressive Hybrid Fund – Direct Plan

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

Canara Robeco Equity Hybrid Fund – Direct Plan

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

DSP Equity & Bond Fund – Direct Plan

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

Franklin India Equity Hybrid Fund – Direct

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

HDFC Hybrid Equity Fund – Direct Plan

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

Axis Equity Hybrid Fund – Direct Plan

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

Bank of India Mid & Small Cap Equity & Debt Fund – Direct Plan

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

HDFC Hybrid Equity Fund – Direct Plan – Growth (Adjusted NAV)

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

HSBC Equity Hybrid Fund – Direct

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

HSBC Equity Hybrid Fund – Direct

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

IDFC Hybrid Equity Fund – Direct plan

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

Indiabulls Equity Hybrid Fund – Direct Plan

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

Invesco India Equity & Bond Fund – Direct Plan

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

JM Equity Hybrid Fund – (Direct)

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

Kotak Equity Hybrid Fund – Direct Plan

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

L&T Hybrid Equity Fund – Direct Plan

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

LIC MF Equity Hybrid Fund – Plan C – Direct Plan

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

Mahindra Manulife Hybrid Equity Nivesh Yojana – Direct Plan

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

Mirae Asset Hybrid – Equity – Direct Plan

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

Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive – Direct Plan

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

Motilal Oswal Equity Hybrid Fund – Direct Plan

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

Navi Equity Hybrid Fund – Direct Plan

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

Nippon India Equity Hybrid Fund – Direct Plan

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

PGIM India Hybrid Equity Fund – Direct Plan

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

Quant Absolute Fund – Direct Plan

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

SBI Equity Hybrid Fund – Direct Plan

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

Shriram Hybrid Equity Fund – Direct Plan

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

Tata Hybrid Equity Fund – Direct Plan

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

Union Hybrid Equity Fund – Direct Plan

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

UTI Hybrid Equity Fund – Direct Plan

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

IDBI Hybrid Equity Fund- Direct Plan

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

ISIN INF209K01BR9 Overall analysis 3-yr rolling excess returns and TE against benchmark have been good overall; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has dropped to below first quartile over the past 1 year. Performance analysis Rolling

Dossier Sample

Funds managed Fund name Asset Class License Lighthouse Fund III PE (growth stage) AIF Category 2 India 2020 Fund II PE (growth stage) AIF Category 2 India 2020 Limited(Fund I) PE (growth stage) AIF Category 2 In 2008, we began advising India 2020, Limited (“Fund I”), an India-focused investment vehicle with a corpus of approximately

ASK Investment Managers (AIF)

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

ICICI Prudential Flexicap Fund Regular Growth

ISIN— INF109KC1080  Overall analysis It is a comparatively new fund in the market, it needs time to prove its consistency but till now its showing good, effective returns. Performance analysis It is comparatively a new fund and the performance of the fund is close to the median recently it has crossed the maximum line thus

 Kotak Flexicap Fund Growth 

ISIN– INF174K01336 Overall analysis From analyzing the historical data through both performance and portfolio analysis, it can be understood that the fund does not provide entry for investments as returns have been negative. Performance Analysis The fund has been generating a positive alpha of around 5% but after Dec.2017 the chart went on generating negative

Mahindra Manulife Flexi Cap Yojana Regular Growth  

ISIN— INF174V01AP8  Overall analysis  It is giving negative returns since inception according to historical data. It needs time to prove if it can be better or not.  Performance analysis It is comparatively a new fund and it is an underperforming fund. The blue line is below the median and much closer to the minimum line.

HDFC Flexi Cap Fund Growth 

ISIN —- INF179K01608  Performance Analysis The fund is very volatile and is generating minimal alpha. The fund recently from Feb 2022, recovered and currently, the blue line is above the maximum of other funds generating an excess return of 3-4%.   HDFC has recently generated positive alpha but high volatility; it was in the negative alpha

JM Flexicap Fund Growth 

ISIN — INF192K01635  Overall Analysis It has recently recovered and started to perform better according to historical returns, this fund can be on a watchlist. Performance Analysis  The fund has been underperforming and is in the lower quartile region, generating negative alpha and is very volatile in nature. The blue line currently crossed above the

 IDFC Flexi Cap Fund Growth 

ISIN— INF194K01391  IDFC Flexi Cap Fund Growth  Performance Analysis The fund is falling and is in the median region. The fund is underperforming with low volatility.  It has recently also underperformed. The tracking error of the fund is high but the information was low and is now entering the positive region which shows that the

Nippon India Flexi Cap Fund Regular Growth  

ISIN —- INF204KC1097 

Nippon India Flexi Cap Fund Regular Growth  

ISIN —- INF204KC1097 

Invesco India Flexi Cap Fund Regular Growth 

ISIN— INF205KA1460 

Aditya Birla Sun Life Flexi Cap Fund Growth

ISIN – INF209K01AJ8 Performance Analysis The fund has been underperforming during the latter part of 2021. Aditya Birla has been able to generate good alpha but it has generated high volatility and it had also given negative alpha with low volatility. Recently it entering the positive alpha with a low volatility quadrant.  Aditya Birla is

Motilal Oswal Flexicap Fund Regular Plan-Growth 

ISIN—- INF247L01478  Performance Analysis The fund has been trying to shift the alpha from negative to positive territory and is moving towards the 1st quartile. The stock selection of the fund manager is starting to trace the positive region. Motilal Oswal Flexi cap fund has given negative alpha but with low volatility. The information ratio

Baroda BNP Paribas Flexi Cap Fund Regular Growth 

ISIN – INF251K010W9

Tata Flexi Cap Fund Regular Growth 

ISIN — INF277K019K2 Performance Analysis The fund is near the axis and has been generating minimal alpha with lower volatility. The information ratio is negative which shows the underperformance of the fund. The tracking error too has seen a fall nearing 4%.

HSBC Flexi Cap Fund Growth 

ISIN— INF336L01AF5  Performance Analysis The fund is pretty volatile and is near the median generating minimal alpha.  HSBC Flexi cap fund has relatively low risk which shows that the fund manager is safe while picking stocks. The fund manager was also able to generate alpha.  The information ratio of the fund is rising and the

IDBI Flexi Cap Fund Regular Growth 

ISIN— INF397L01HJ4 IDBI  Performance Analysis The fund was giving negative returns and was near the median region. However, a sudden downfall is noticed and the fund is giving negative returns, lying near the lower quartile region. This fund has given negative alpha but with low volatility The information ratio is high compared to its peers.

Union Flexi Cap Fund Growth 

ISIN — INF582M01104  Union Flexi Cap Fund Growth  Performance Analysis The fund has been generating minimal alpha near the median region but it has also seen a sharp rise in the latter part of 2021. Union Flexi cap fund has given negative alpha but with low volatility. The tracking error of the fund is high

PGIM India Flexi Cap Fund Regular Growth 

ISIN —- INF663L01FJ3  Performance Analysis PGIM India Flexi cap fund has given negative alpha but with low volatility. The information ratio is lower than the industry average and the tracking error is high.

Shriram Flexi Cap Fund Regular Growth 

ISIN — INF680P01075  Performance Analysis It was always near the axis which shows that it has been generating very minimal alpha. The risk taken by Shriram was also low as it generated returns with minimal risk. The information ratio of the fund is rising and the tracking error of the fund is around 4% 

DSP Flexi Cap Fund Growth 

ISIN— INF740K01037 

Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth

ISIN INF251K01GW0 Performance analysis Comment on the chart…

 Canara Robeco Flexi Cap Fund Growth 

ISIN— INF760K01019 Performance Analysis Canar Robeco Flexi cap has given negative alpha but with low volatility. The information ratio of the fund is rising and the tracking error of the fund is also falling.

Bank of India Flexi Cap Fund Regular Growth 

ISIN – INF761K01F19

LIC MF Flexi Cap Fund Growth  

ISIN— INF767K01071  Performance Analysis The fund is consistent in generating positive alpha. This fund has given negative alpha but with low volatility. The tracking error of this fund is high that is around 6% but then the information ratio is around the 0 mark.

UTI Flexi Cap Fund Regular Plan-Growth  

ISIN —- INF789F01513 

Edelweiss Flexi Cap Fund Regular Growth

ISIN— INF843K01KN5  Performance Analysis The fund has been consistent for a while but we can see a sharp downfall afterwards, generating negative returns. The fund has taken relatively and has been able to generate alpha for a good amount of time. The tracking error is high that is around 4%-5% and the information ratio is

Axis Flexi Cap Fund Regular Growth 

ISIN – INF846K01851 Axis Flexi Cap Fund Regular Growth  Performance Analysis The fund is very volatile and had generated the lowest alpha as it is in the minimum value region near the lower quartile, generating negative alpha.  It was always near the axis which shows that it has been generating very minimal alpha. The risk

Sundaram Flexi Cap Fund Regular Growth 

ISIN —- INF903JA1LB8 

Navi Flexi Cap Fund Regular Growth 

ISIN — INF959L01EE9  Performance Analysis Navi Flexi cap fund has given negative alpha but with low volatility. The tracking error has been consistent throughout. However, the Information ratio is on the higher side and shows a sharp rise.

Quant Flexi Cap Fund Growth 

ISIN —- INF966L01457  Overall analysis This is one of the best-performing funds in its sector compared to its peers and they include  Performance analysis  The fund has consistently improved and is currently the 2nd most top-performing fund and is maintaining a high return and nearly touching the Upper Quartile line. It improved significantly after Feb

Franklin India Flexi Cap Fund Growth 

ISIN — INF090101239  Performance Analysis The fund is generating minimal alpha and is in the median region. This fund has taken relatively low risk which shows that the fund manager is safe while picking stocks; the fund manager was also able to generate alpha for a good amount of time. The tracking error of the

Parag Parikh Flexi Cap Regular Growth  

ISIN —- INF879001019  Performance Analysis This fund has outperformed and is near the maximum value. The stock picking of the fund manager is very different from its peers and profitable which has generated alpha more than its peers. This fund has taken relatively low risk which shows that the fund manager is safe while picking

Whiteoak Capital Flexi Cap Fund Regular Growth 

ISIN — INFO3VN01506

Samco Flexi Cap Fund Regular Growth 

ISIN —- INFOK1H01016 

SBI Large & Midcap Fund – Regular Plan – Growth

INF200K01305 Performance analysis

Nippon India Vision Fund 

INF204K01406 Performance analysis

Aditya Birla Sun Life Equity Advantage Fund Growth

ISIN  INF209K01165 Performance analysis Portfolio Analysis

Tata Large & Mid Cap Fund – Regular Plan – Growth

INF277K01428 Portfolio analysis

Motilal Oswal Large and Midcap Fund – Regular Plan – Growth

INF247L01965 Performance analysis

UTI Core Equity Fund – Growth

INF789F01869 Performance analysis

Axis Growth Opportunities Fund Regular Growth

ISIN INF846K01J79 Performance analysis Portfolio Analysis

Baroda NP Paribas Large and Mid Cap Fund Regular Growth

ISIN INF955L01JR8 Performance analysis Portfolio Analysis

Navi Large & Midcap Fund – Regular Plan – Growth

INF959L01CK0 Performance analysis

Union Large and Mid Cap Fund – Regular Plan – Growth

INF582M01GD4 Portfolio analysis

Quant Large and Mid Cap Fund – Growth

INF966L01341 Performance analysis

Sundaram Large and Mid Cap Fund

INF903J01DT1 Portfolio analysis

ITI Large Cap Fund Regular Growth

ISIN – INF00XX01770  Performance analysis Portfolio Analysis

WhiteOak Capital Large Cap Fund Regular Growth

ISIN – INF03VN01662 Portfolio Analysis

Tauras Large Cap Equity Fund Growth

ISIN – INF044D01773 Portfolio Analysis

ICICI Prudential Bluechip Fund Growth

ISIN – INF109K01BL4 Performance Analysis The Rolling Return Chart shows a motionless performance.  The fund has been hovering around the top quartile and the median range; which is a range of -2% – 0% excess return approx. The snail trail chart is not great, but is in harmless section of the chart. The fund has

Kotak Bluechip Growth

ISIN – INF174K01153 Performance Analysis  Portfolio Analysis 

Mahindra Manulife Large Cap Pragati Yojana Regular Growth

ISIN – INF174V01697 Performance Analysis Portfolio Analysis

ICICI Prudential S&P BSE Midcap Select ETF

539980 Portfolio analysis 

Mirae Asset Nifty Midcap 150 ETF

543481 Portfolio analysis 

ITI Mid Cap Fund – Regular Plan – Growth

INF00XX01895 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

ITI Mid Cap Fund – Direct Plan – Growth

INF00XX01929 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Taurus Discovery (Midcap) Fund – Direct Plan – Growth

INF044D01CA9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Taurus Discovery (Midcap) Fund – Growth

INF044D01815 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Franklin India Prima Fund – Direct – Growth

INF090I01FH9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Franklin India Prima Fund – Growth

INF090I01809 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

ICICI Prudential MidCap Fund – Growth

INF109K01AN2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

ICICI Prudential MidCap Fund – Direct Plan – Growth

INF109K011N7 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Kotak Emerging Equity Fund – Growth

INF174K01DS9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Kotak Emerging Equity Fund – Direct Plan – Growth

INF174K01LT0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Mahindra Manulife Mid Cap Unnati Yojana – Regular Plan – Growth

INF174V01473 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Mahindra Manulife Mid Cap Unnati Yojana – Direct Plan – Growth

INF174V01507 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

HDFC Mid-Cap Opportunities Fund – Growth

INF179K01CR2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

IDFC MIDCAP FUND – Direct Plan – Growth

INF194KB1DJ2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

IDFC MIDCAP FUND – Regular Plan – Growth

INF194KB1DM6 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

SBI Magnum Midcap Fund – Direct Plan – Growth

INF200K01TP4 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

HDFC Mid-Cap Opportunities Fund – Direct Plan – Growth

INF179K01XQ0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

SBI Magnum Midcap Fund – Regular Plan – Growth

INF200K01560 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Nippon India Growth Fund – Direct Plan – Growth

INF204K01E54 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Nippon India Growth Fund – Growth

INF204K01323 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Invesco India Mid Cap Fund – Growth

INF205K01BC9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Invesco India Mid Cap Fund – Direct Plan – Growth

INF205K01MV6 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Aditya Birla Sun Life Midcap Fund – Direct Plan – Growth

INF209K01Q30 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Aditya Birla Sun Life Midcap Fund – Regular Plan – Growth

INF209K01363 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Motilal Oswal Midcap Fund – Growth

INF247L01411 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Motilal Oswal Midcap Fund – Direct Plan – Growth

INF247L01445 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Baroda BNP Paribas Mid Cap Fund – Regular Plan – Growth

INF251K01AW3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Baroda BNP Paribas Mid Cap Fund – Direct Plan – Growth

INF251K01HQ0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Tata Mid Cap Growth Fund – Direct Plan – Growth

INF277K01PY2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Tata Mid Cap Growth Fund – Regular Plan – Growth

INF277K01626 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

IDBI Midcap Fund – Direct Plan – Growth

INF397L01JK8 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

IDBI Midcap Fund – Growth

INF397L01JO0 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Union Midcap Fund – Direct Plan – Growth

INF582M01GI3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Union Midcap Fund – Regular Plan – Growth

INF582M01GM5 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

PGIM India Midcap Opportunities Fund – Direct Plan – Growth

INF663L01DV3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

PGIM India Midcap Opportunities Fund – Growth

INF663L01DZ4 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

DSP Midcap Fund – Direct Plan – Growth

INF740K01PX1 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

DSP Midcap Fund – Regular Plan – Growth

INF740K01128 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Mirae Asset Midcap Fund – Regular Plan – Growth

INF769K01EY2 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Mirae Asset Midcap Fund – Direct Plan – Growth

INF769K01FA9 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

UTI Mid Cap Fund – Direct Plan – Growth

INF789F01UA6 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

UTI Mid Cap Fund – Growth

INF789F01810 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Edelweiss Mid Cap Fund – Direct Plan – Growth

INF843K01AO4 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Edelweiss Mid Cap Fund – Regular Plan – Growth

INF843K01013 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Axis Midcap Fund – Direct Plan – Growth

INF846K01EH3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Axis Midcap Fund – Growth

INF846K01859 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Sundaram Mid Cap Fund – Direct Plan – Growth

INF903J01MJ3 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

L&T Midcap Fund – Direct Plan – Growth

INF917K01FZ1 Performance analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

L&T Midcap Fund – Growth

INF917K01254 Performance analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Sundaram Mid Cap Fund – Growth

INF903J01173 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Quant Mid Cap Fund – Growth

INF966L01176 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

Quant Mid Cap Fund – Direct Plan – Growth

INF966L01887 Performance analysis Portfolio analysis Disclaimer – Prepared by interns using data from Crisil Fund Analyser, this report is for professional advisers only who can interpret these. Past performance is still not a good indicator of future performance though, so this report needs to be read in conjunction with portfolio analysis and qualitative research.

WhiteOak Capital Mid Cap Fund Regular Growth 

INFO3VN01563 Portfolio analysis 

WhiteOak Capital Mid Cap Fund Direct Growth 

INFO3VN01597 Portfolio analysis 

Kotak Nifty Midcap 50 ETF 

 KOTAKlMID50 Portfolio analysis 

Motilal Oswal Nifty Midcap 100 ETF

MOM100 Portfolio analysis 

ITI Multi Cap Fund Regular Growth

INF00XX01135 Performance Analysis The period return chart as shown depicts that ITI Multi Cap Fund is performing slightly lower than the benchmark for 3 months, 6 months and 1 year basis. But it is significantly lagging behind the benchmark when taken for  3 years basis. The risk return chart shows that the risk taken is

ICICI Prudential Multi Cap Fund Regular Growth

INF109K01613 Performance Analysis The period return chart shows that the fund has performed lesser than the benchmark for 3 months, 1 year and 3 years basis. It has performed slightly better for 6 months period. The risk return chart shows that the risk taken is -0.392% and the return generated is -4.62%. It shows that

Sundaram Multi Cap Fund Growth

INF173K01940 Performance Analysis The risk return chart shows that the risk is -1.508% and return is -2.26%. The fund took less risk to generate similar returns than most of the funds. The rolling return chart shows that the fund is close to median most of the time. The snail trail chart shows that the fund

Kotak Multi Cap Fund Regular Growth

INF174KA1HS9 Performance Analysis The rolling return chart shows that the fund lies above lower quartile and below upper quartile and it has constantly generated returns above median. The snail trail chart shows that the fund took less risk most of the time and generated exceptional positive returns all the time which can’t be seen in

Mahindra Manulife Multi Cap Bhadat Yojana Regular Plan Growth

INF174V01317 Performance Analysis The risk return chart shows  the risk taken is -1.041% and return generated is 0.81%. It took almost similar kind of risk compared to others to generate good return. The rolling return yield shows that the fund lies between maximum and minimum ans=d stayed pretty much close to upper quartile and has

HDFC Multi Cap Fund Regular Growth

INF179KC1BV9 Performance Analysis The growth chart shows how 10,000 invested in the fund performs over a period of time. The period return chart shows that the fund performed better than the benchmark in both the time periods. The quartile chart shows that the fund performs better than most other funds. Portfolio Analysis The range of

IDFC Multi Cap Fund Regular Growth

INF194KB1C16 Performance Analysis The rolling return chart shows that the fund lies between maximum and minimum and between upper and lower quartile and performs better than the median. The chart shows that the fund has a really good information ratio. The period return chart shows that the fund performed better than the benchmark throughout the

SBI Multi Cap Fund Regular Growth

INF200KA15E8 Performance  Analysis The period return chat shows that the fund generated negative relative return. The growth chart shows how 10,000 invested in the fund performed over a period of time. Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the

Nippon India Multi Cap Fund Growth

INF204K01489 Performance Analysis The growth chart shows how 10,000 invested in the fund performs over a period of time. At the start the fund did not perform well but slowly recovered and rebound and performed exceptionally well later on. The period return chart shows how the fund has performed over a period of time. The

Invesco India Multi Cap Fund Growth

INF205K01DN2 Performance Analysis The growth chart shows how 10,000 invested in the fund would grow over a period of time. By seeing the chart we can say that the fund has performed exceptionally well and it kept on improving over time. The risk return chart shows that the risk taken by the fund is -0.507%

Aditya Birla Multi Cap Fund Regular Growth

INF209KB1Y23 Performance Analysis The growth chart shows how 10,000 invested in the fund would perform over a period of time. Its performance is reasonable. The period return chart shows that the fund has underperformed compared to the benchmark across time periods. The rolling return chart shows that the fund generated constant returns throughout the time

Tata Multi Cap Fund Regular Growth 

INF277KA1703 Performance Analysis Portfolio Analysis

HSBC Multi Cap Fund Regular Growth

INF336L01QQ8 Portfolio Analysis

Union Multi Cap Fund Growth

INF582M01IS8 Performance Analysis Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. And it occasionally touched large cap blended and mid cap growth.

Indiabulls Multi Cap Fund Regular Growth

INF666M01HG6 Portfolio Analysis

LIC MF Multi Cap Fund Regular Growth

INF767K01RH3 Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the category average.

Axis Multi Cap Fund Regular Growth

INF846K016E3 Portfolio Analysis The chart shows that the fund belongs to the large cap growth category. The range of the fund is broader than the category average and it occasionally touches large cap blended, mid cap growth, mid cap blended and small cap growth. Growth – The fund has tilted towards growth compared to value.

Baroda BNP Paribas Multi Cap Fund Regular Growth

INF955L01674 Performance Analysis The growth chart shows how the fund has performed over the period of time. It’s performance is very close to the benchmark. The chart shows that the period return is not that ideal. The risk return chart shows that the fund took a risk of -1.613% and generated a return of -0.9%.

Quant Active Fund Growth

INF966L01234 Performance Analysis The growth chart shows how 10,000 invested in the fund would perform over a period of time. The chart shows that the fund performed exceptionally well compared to other funds and comprehensively beat the benchmark. The period return chart shows how the fund generated return over a period of time. The risk

ITI Small Cap Fund Regular Growth 

ISIN INF00XX0173 Performance analysis The fund had consistent growth over the years. The fund performed well in May 2021, then gradually underperformed, showing that the blue line has been below zero since March 2022.  The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis

IDFC Emerging Business Fund Regular Growth

ISIN INF194KB1AJ8 Performance analysis The growth of the fund over years was not consistent.  The fund was underperforming in April 2021, then the performance was slightly better in May 2022 as the blue line was a little above zero.  The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis 

SBI Small cap Fund Regular Growth 

ISIN INF200K01T28 Performance analysis Portfolio analysis

Nippon India small cap fund Regular Growth

ISIN INF204K01HY3 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the blue line that is well above zero.  The fund has outperformed the benchmark with a relatively lower risk. Portfolio analysis 

DSP Small Cap Fund Regular Plan-Growth

ISIN INF740K01797 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis

Edelweiss Small Cap Fund Regular Growth

ISIN INF754K01JJ4 Performance analysis The growth of the fund over years was not consistent.   The Rolling Return Chart shows a motionless performance.  The fund has outperformed the benchmark with a relatively lower risk  Portfolio analysis

HSBC Small Cap Fund Regular Growth

ISIN INF917K01QC7 Performance analysis Portfolio analysis

Mahindra Manulife Small cap Fund Regular fund

ISIN INF17401BH3 Portfolio analysis

UTI Small Cap Fund Regular Growth

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

ICICI Prudential Small Cap Fund Regular Growth

ISIN INF109K01B10 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis 

Kotak Small cap Fund- Growth

ISIN INF174K01211 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis

HDFC Small Cap Fund Growth 

ISIN  INF179KA1RZ8 Performance analysis Portfolio analysis

Invesco India Small cap Fund Regular Growth

ISIN INF205K011T7 Performance analysis Portfolio analysis 

Aditya Birla Sun Life Small Cap Fund-Growth

ISIN INF209K01EN2 Performance analysis  The fund had consistent growth over the years.  The fund has consistently underperformed the index as shown by the fact that the blue line has been below zero.  The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis

Tata Small cap Fund Regular Growth 

ISIN INF 277K01502 Performance analysis  The chart shows that there has been an increase in the performance of the fund over the years.    The fund has outperformed the index as shown that the blue line has been above zero. But in March 2020 it was underperforming.  The fund has underperformed the benchmark with relatively lower

IDBI Small Cap Fund Regular Growth

ISIN INF397L01JW3 Performance analysis The fund had consistent growth over the years.  The fund has consistently underperformed the index as shown by the fact that the blue line has been below zero. The fund has underperformed the benchmark with relatively lower risk Portfolio analysis 

Union Small cap Fund Regular Growth 

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

PGIM India Small cap Fund Regular Growth

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

Canara Robeco Small Cap Fund Regular Growth

ISIN INF760K01JF9 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero.  The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis

  IIFL PMS                                           

About IIFL Multi Cap PMS started in the year 2014. IIFL PMS or Infoline PMS is one of India’s largest portfolio management services. The AMC ARM provides excellent investment strategies and plans to its clients, ensuring their complete satisfaction. IIFL is one of the country’s largest and most popular portfolio management service portals. A portfolio

Shree Rama Managers

Funds Managed Asset Class License Shree Wealth Builder Plan 80% equity 20%non equity PMS Shree Dynamic Plan 80 to 30% equity PMS Shree Vriddhi Multicap PMS Shree Lakshmi Multicap PMS About Shree Rama Managers LLP is a SEBI registered, Portfolio Management Service company.  Key staff Mohit Beriwala, founder – Mohit is an FRM, CFA &

Buoyant Capital

Funds Managed Asset Class License Buoyant Opportunities Strategy Multicap PMS All weather portfolio Across asset class PMS Liquid strategy Units of mutual funds and etfs PMS About Buoyant Capital is owned by four professionals with a total of over seven decades of stock market experience in leading firms in Indian capital markets such as Nippon

Prosperity Wealth Management

Funds Managed Asset Class License Prosperity Discovery Multicap PMS About Prosperity Wealth Management is an Indian investment firm that focuses on investing in high-quality publicly listed companies available at reasonable valuations. The companies they invest in operate on robust business models and are run by outstanding management teams. As investment managers, their goal is to

ValueQuest

Funds Managed Asset Class License VQ Growth Multicap PMS VQ Platinum Multicap PMS About Founded in 2010, ValueQuest is a boutique SEBI-registered company with a strong focus on the equity markets. founders, Ravi Dharamshi and Sameer Shah have more than two decades of equity experience. ValueQuest has multiple portfolio management strategies and filed for a

Skyes & Ray Equities

Funds Managed Asset Class License SRE PE Shield Strategy Muticap PMS Ignited Ideas Strategy Muticap PMS Quantitative Growth Strategy  Muticap PMS About Sykes & Ray Equities promoted passionately by its Chairman – Mr. Yogesh R Gupta and Managing Director – Mr. Anup R Gupta, has evolved over a period of time. Its emergence has happened

Magadh Capital (PMS)

Funds Managed Asset Class License Value for growth Multicap PMS Future stars Small & mid cap PMS About Magadh Capital Advisors LLP is a Mumbai-based Portfolio Management Limited Liability Partnership Firm registered with SEBI (Securities and Exchange Board of India) as a Portfolio Manager while Magadh Capital Firm is registered with SEBI as a Category

Invasset PMS

Funds Managed Asset Class License Growth pro max muticap PMS About INVASSET LLP is a SEBI-registered portfolio management service provider with a specialized research team that has over 27 years of professional experience in the stock market. They use an in-house developed approach called INVASSET AAID (Algo, AI & Data) driven approach for the selection

Joindre PMS

About Joindre PMS is brought to you by Joindre Capital Services Limited – a pioneer in retail broking since 1995. They are a SEBI registered Portfolio Manager and their registration number is INP000006138. They offer discretionary Portfolio Management Services to High net worth Individuals, Corporates, Institutions,Ultra HNIs and family offices. They seek to understand your

Valentis Advisors

About Valentis Advisors Pvt Ltd (formerly known as Veda Investment Managers Pvt Ltd) was founded by Jyotivardhan Jaipuria in 2015 after his 21 year stint with DSP Merrill Lynch to offer investment management services. They obtained a Portfolio Management Services (PMS) license from SEBI in 2016. Their core offering is discretionary PMS services but they

Turtle Wealth PMS

About Turtle wealth management private ltd was founded in the year 2011. They are a bunch of mavericks yet disciplined team working flawlessly for wealth creation. Turtle wealth’s purpose is to ‘create wealth in the most disciplined and systematic way’. Their core forte is to build process driven investing and trading systems that have less

Tulsian PMS

About Tulsian PMS was founded in the year 2017, located in mumbai. The investor today has many financial needs, the primary amongst which is long-term wealth creation. Unfortunately, a lot of investors either lack the time & energy or lack the expertise & discipline to manage their investments. At, Tulsian PMS Pvt. Ltd., we seek

Spark Asia Impact Managers

About With the PMS license coming through in November 2018, two approaches are currently being offered, subscriptions for both of which are open: a) India@75 Flexicap Strategy: This approach will have the leeway to position the portfolio across the cap-curve continuum, depending on the team’s assessment of valuations, risks and volatility. Instead of being aligned

Roha Asset Managers

About Started in the year 2018 with its head office in Mumbai, Roha Asset Managers has a license for Category 3 Alternate Investment Fund (AIF) and Portfolio Management Service (PMS) with a fundamental approach to equity investing. The fund is approved & licensed by SEBI (Securities & Exchange Board of India). A company that focuses

Piper Serica PMS

About Piper Serica is a SEBI registered provider of Portfolio Management Services (PMS) and advisor to Piper Serica India Numero Uno Fund, a FPI based in Mauritius. Both these entities invest in stocks listed in India. It was founded in 2003. Piper Serica also manages Piper Serica Angel Fund, a SEBI Cat 1 AIF that

Negen Capital Services

About Negen Capital PMS was launched in November 2017. It is a SEBI registered investment manager. They are predominantly a smallcap and midcap focused PMS with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs. Investment philosophy The company mostly does value investing with special situations attached to

Narnolia PMS

About Narnolia PMS is meant to be a core buy and hold portfolio for investors who aim to capitalize on the wealth creation opportunity in the Indian economy through equity investing. It started in the year 2012. Narnolia PMS provides a unique opportunity to diversify single PMS investment among 5 different equity and mutual fund

MRG Capital

About MRG capital is a SEBI registered portfolio management services provider. It was founded in Sep 2008. Its founder Manu Rishi Gupta, was invested in equities since 1993. It strongly advises its clients to stay put and have a minimum investment horizon that one would have with FD or in line with other life goals.

Moat Financial Services

About Established in 2013, Moat is owned and controlled by its skilled and seasoned management team, who have worked together closely over decades with the same investment philosophy and a clear alignment of interest. It is a SEBI registered boutique portfolio manager. It was co-founded by Mr. Biju John and Mr. Suraj Nair. Moat administers

Marathon Trends Advisory

About Marathon Trends Advisory Private Limited is a SEBI-approved portfolio management services (PMS) led by Atul Suri, who has over 30 years of experience in the Indian equity markets. The organization was founded in 2003. Their lead PMS product, MEGA TRENDS, has been developed as a result of over three decades of experience in investing

Bellwether Capital

About Bellwether Capital was established in April 2004 as a SEBI registered equity portfolio manager. The investment management firm was founded by two professionals from the financial services industry, Ranjith Dongre and Miten Mehta, who have almost 50 years of experience between them. It is engaged in the business of managing equity portfolios of private

Axis asset management(PMS)

Funds Managed Asset Class License Axis brand equity muticap PMS Axis core & satellite muticap PMS About Axis Asset Management Company Limited, a company incorporated under the Companies act, 1956, which has obtained a certificate of registration from SEBI to act as a Portfolio Manager under Securities and Exchange Board of India (Portfolio Managers) Regulations,

Solidarity Advisors

Funds Managed Asset Class License Prudence Muticap PMS About The investment firm’s intent is to build the most trusted and partner-centric AMC in India, by focusing on long-term outcomes with clients who share this perspective. Their strategy is to work with clients who align with their thought process, focus on good process, be ruthless in

Sundram Alternate Assets Ltd.

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.

Kotak PMS

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

UTI-Dynamic Bond Fund – Direct

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

Union Dynamic Bond Fund – Direct

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

Tata Dynamic Bond Fund – Direct Plan – Growth

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.

SBI Dynamic Bond Fund – Direct Plan – Growth

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

Nippon India Dynamic Bond Fund – Direct Plan – Growth

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

Quantum Dynamic Bond Fund – Direct Plan – Growth

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.

ICICI Prudential All Seasons Bond Fund – Direct Plan – Growth

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.

PGIM India Dynamic Bond Fund – Direct Plan – Growth

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.

Mirae Asset Dynamic Bond Fund – Direct Plan – Growth

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.

Mahindra Manulife Dynamic Bond Yojana – Direct Plan – Growth

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

Kotak Dynamic Bond Fund – Direct Plan – Growth

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

JM Dynamic Bond Fund – (Direct) – Growth

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

Indiabulls Dynamic Bond Fund – Direct Plan – Growth

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

IIFL Dynamic Bond Fund – Direct Plan – Growth

ISIN INF579M01266

IDBI Dynamic Bond Fund – Direct Plan – Growth

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

HSBC Flexi Debt Fund – Direct Plan – Growth

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

Canara Robeco Dynamic Bond Fund – Direct Plan – Growth

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

Aditya Birla Sun Life Dynamic Bond Fund – Direct Plan – Growth

ISIN INF209K01N82

Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth

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.

Bank of India Credit Risk Fund – Direct Plan

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

Franklin India Smaller Companies Fund Growth

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

Quant Small Cap Fund – Growth

ISIN INF966L01AA0 Performance analysis Portfolio analysis

Sundaram Small cap Fund Regular Growth 

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

Axis Small Cap Fund Regular Growth

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

Bank of India Small Cap Fund Regular Growth

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

HSBC Flexi Debt Fund – Growth

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

HDFC Dynamic Debt Fund – Direct Plan – Growth

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

Canara Robeco Dynamic Bond Fund – Regular Plan- Growth

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

DSP Strategic Bond Fund – Direct Plan – Growth

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

DSP Strategic Bond Fund – Regular

ISIN INF740K01GK7

Axis Dynamic Bond Fund – Direct Plan – Growth

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

L&T Flexi Bond Fund – Growth

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

Axis Dynamic Bond Fund – Growth

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

IDFC Dynamic Bond Fund – Direct Plan – Growth

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

IDFC Dynamic Bond Fund – Regular

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

Taurus Flexi Cap Fund Growth

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

Start researching mutual funds with AMC dossiers

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50 shades of value investing in India

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How active and skilled are Indian equity funds?

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NJ Asset Management (MF)

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mutual fund star ratings

Do mutual fund ratings work?

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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

ITI Asset Management (MF)

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IL&FS Asset Management

https://www.ilfsinfrafund.com/

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Eximius Ventures

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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

Dhyana Capital

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IAN Capital

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

ICICI Venture