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HSBC Large Cap Equity Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF336L01CM7 Overall analysis 3-yr rolling excess returns remains motionless and TE against benchmark have been good overall; The fund has not given the maximum excess return in comparison to its peers; but has dropped to below first quartile over the past 1 year. Performance analysis Rolling returns – 3yr rolling excess returns over 7
- Published in Equities large cap
ICICI Prudential Bluechip Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF109K016L0 Overall analysis (h2) 3-year rolling excess returns are very good if compared to peers and even TE against benchmark has also been good overall, and the fund has given the maximum excess return in comparison to its peers, but the tracking error remains moderate and the information ratio is not even 1. Performance
- Published in Equities large cap
Mahindra Manulife Large Cap Pragati Yojana – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF174V01721 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis Rolling returns
- Published in Equities large cap
LIC MF Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF767K01EJ7 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis Rolling returns
- Published in Equities large cap
Kotak Bluechip Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF174K01KW6 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is barely 1. Performance analysis (h2) Rolling
- Published in Equities large cap
Invesco India Largecap Fund – Direct Plan – Growth
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF205K01LB0 Overall analysis 3-yr rolling excess returns is doing good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; the tracking error remains high and the information ratio is in above 1 which Is ideal.
- Published in Equities large cap
JM Large Cap Fund – (Direct)
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF192K01BZ0 Overall analysis 3-yr rolling excess returns is not good if compared to peers and even TE against benchmark have not been good overall; The fund has not given the maximum excess return in comparison to its peers; and the information ratio is barely 1. Performance analysis Rolling returns – 3yr rolling excess returns
- Published in Equities large cap
Mirae Asset Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF769K01AX2 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers; but the tracking error remains low and the information ratio is negative. Performance analysis Rolling returns –
- Published in Equities large cap
Nippon India Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF204K01XI3 Overall analysis 3-yr rolling excess returns has performed good and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail – 3y rolling excess over 7yrs Tracking error –
- Published in Equities large cap
SBI Blue Chip Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF200K01QX4 Overall analysis 3-yr rolling excess returns is good if compared to peers and even TE against benchmark have also been good overall; and the fund has given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail – 3y rolling
- Published in Equities large cap
Sundaram Large Cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreya Mishra
ISIN INF903JA1JC0 Overall analysis 3-yr rolling excess returns is not good if compared to peers and even TE against benchmark have also not been good overall; and the fund has not given the maximum excess return in comparison to its peers. Performance analysis Rolling returns – 3yr rolling excess returns over 7 years Snail trail
- Published in Equities large cap
22 September, 2023
by MMI Team, Shreya Mishra
HSBC Large Cap Equity Fund – Direct Plan ISIN INF336L01CM7 Overall analysis 3-year rolling excess returns remain motionless and TE against benchmark has been high overall; The fund has not given the maximum excess return in comparison to its peers; but has dropped to below the first quartile over the past 1 year. Performance analysis
- Published in Uncategorized