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Sundaram Small cap Fund-Direct Plan-Growth (Adjusted NAV)
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF Overall analysis 3-yr rolling excess returns has given high returns against benchmark and TE ranges between 4-6% but it decreased to 0 in April 2023. The performance in the short run has been good. The fund had given a high excess return in comparison to its peers; but has been neutral in the
- Published in Equities small cap
Sundaram Emerging Small Cap-Series 1-Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF903JA1CJ0 Overall analysis 3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% ; but the funds’ performance in the short run has also been good. The fund has given the high excess return in comparison to its peers; but has been neutral to the first quartile over
- Published in Equities small cap
Sundaram Emerging Small Cap-Series 2
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF903JA1CR3 Overall analysis 3-yr rolling excess returns has given high returns compared to benchmark and TE ranges above 6% and it has touched 8.5% in November 2020; but the funds’ performance in the short run has also been good. The fund has given a higher excess return in comparison to its peers; but has
- Published in Equities small cap
PGIM India Small cap Fund-Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF663L01W06 Overall analysis 1-yr rolling excess returns has not given higher returns compared to benchmark and TE ranges between 4-6% and in April 2023 it crossed 7% which indicates the fund is active; but the funds’ performance in the short run has decreased. The fund had given the higher excess return in comparison to
- Published in Equities small cap
Nippon India Small cap Fund-Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF204K01K15 Overall analysis 3-yr rolling excess returns and tracking error against benchmark have been good overall and the funds’ performance in the short run has been also good. The fund has given the maximum excess return in comparison to its peers and has gone above in the first quartile over the past 1 year.
- Published in Equities small cap
ICICI Prudential Small cap Fund – Direct Plan
06 October, 2023
by MMI Team, Shreyas Walve
ISIN INF109K015M0 Overall analysis 3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it went to 10% in july 2021. Tracking error of the fund range is between 4-6%. The snail trail chart shows that the fund has given higher returns with high risk.The fund has given a high
- Published in Equities small cap
ICICI Prudential Small cap Fund – Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF109K015M0 Overall analysis 3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it went to 10% in july 2021. Tracking error of the fund range is between 4-6%. The snail trail chart shows that the fund has given higher returns with high risk.The fund has given a high
- Published in Equities small cap
UTI Mastershare Unit Scheme-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF789F01US8 Overall analysis 3-yr rolling excess returns is in the 2-4% range. Tracking error against benchmark has been in the 2-4% range which is active; but the funds’ performance in the short run has been deteriorating. The fund had given the same excess return in comparison to its peers neutral in the first quartile
- Published in Equities large cap
Union Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF582M01CU7 Overall analysis 3-yr rolling excess returns is in the range of 2-4%.Tracking error against benchmark has been in range of 2-5% overall and the funds’ performance in the short run has been deteriorating. The fund has given the same excess return in comparison to its peers and is going up in the first
- Published in Equities large cap
Taurus Large Cap Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF044D01BX3 Overall analysis 3-yr rolling excess returns is negative. Tracking error against benchmark has been in the range of 4-8% overall; but the funds’ performance in the short run has been deteriorating. The fund had also not given the maximum excess return in comparison to its peers; but has dropped to below the first
- Published in Equities large cap
Tata Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF277K01QZ7 Overall analysis 3-yr rolling excess returns is in the range of 2-6%.Tracking error against benchmark has been in the range of 3-5% overall; but the funds’ performance in the short run has been deteriorating. The fund has given the same excess return in comparison to its peers; but has gone up first quartile
- Published in Equities large cap
PGIM India Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF663L01GR4 Overall analysis 3-yr rolling excess returns has been in the range of 4-6%.Tracking error against benchmark have been in the 2-6% range overall; but the funds’ performance in the short run has been deteriorating. The fund had given a neutral excess return in comparison to its peers; but has gone up in the
- Published in Equities large cap
L&T India Large Cap Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF677K01155 Overall analysis 3-yr rolling excess returns and tracking error against benchmark have been not good overall and the funds’ performance in the short run has been deteriorating. The fund had also not given the maximum excess return in comparison to its peers; but has dropped to below the first quartile over the past
- Published in Equities large cap
L&T India Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF917K01FQ0 Overall analysis 3-yr rolling excess returns has been in the range of 2-4%.Tracking error against benchmark have been in the range of 2-4% overall; but the funds’ performance in the short run has been deteriorating. The fund had given a neutral excess return in comparison to its peers and also been neutral to
- Published in Equities large cap
IDFC Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF194K01Z44 Overall analysis 3-yr rolling excess returns is in the range of 2-4% and tracking error against benchmark has been in 2-6% overall; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has been neutral to below first
- Published in Equities large cap
HDFC Top 100 Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF179K01YV8 Overall analysis 3-yr rolling excess returns is in the range of 4-8%. Tracking error against benchmark has been in the range of 3-7% overall and the funds’ performance in the short run has been good. The fund had given the maximum excess return in comparison to its peers and went upwards first quartile
- Published in Equities large cap
Franklin India Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF090101FN7 Overall analysis 3-yr rolling excess returns is in negative and also tracking error against benchmark has been in the range of 4-10% .The funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers; but it is gaining the returns in
- Published in Equities, Equities large cap, Asset Classes
HDFC Top 100 Fund
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF179K01BE2 Overall analysis 3-yr rolling excess returns is in the range of 4-8% and tracking error against benchmark has been in the range of 2-7% overall; but the funds’ performance in the short run has been deteriorating. The fund has given the maximum excess return in comparison to its peers; but has been neutral
- Published in Equities large cap
Edelweiss Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF754K01BW4 Overall analysis 3-yr rolling excess returns is in the range of 3-5% and tracking error against benchmark has been in the range of 2-4% which is ideal overall and the funds’ performance in the short run has been also good. The fund has given the maximum excess return in comparison to its peer
- Published in Asset Classes, Equities, Equities large cap
DSP Top 100 Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF740K01PR3 Overall analysis 3-yr rolling excess returns is in the range of negative 5-1% and tracking error against benchmark also have been in the range of 3-5% and the funds’ performance in the short run has been deteriorating. The fund had not given the maximum excess return in comparison to its peers. Performance analysis
- Published in Asset Classes, Equities, Equities large cap
Canara Robeco Bluechip Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF760K01FR2 Overall analysis 3-yr rolling excess returns is in the 2-5% range which is good and tracking error against benchmark has been impressive in the range of 2-6% overall. The funds’ performance in the short run has also been good. The fund had given the maximum excess return in comparison to its peers. Performance
- Published in Asset Classes, Equities, Equities large cap
Bank Of India Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF761K01FL3 Overall analysis 1-yr rolling excess returns is in the range of 2-4% and Tracking Error against benchmark has been in the range of 2-4% for the past 6 months. The fund had given a neutral excess return in comparison to its peers; but has been going upwards in the first quartile over the
- Published in Asset Classes, Equities, Equities large cap
Baroda BNP Paribas Large Cap Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF209K01BR9 Overall analysis 3-yr rolling excess returns is in the 2-6% range. Tracking error against benchmark have been in the range of 2-6%; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has dropped to below the first
- Published in Equities large cap, Asset Classes, Equities
Axis Bluechip Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF846K01DP8 Overall analysis 3-yr rolling excess returns is in negative which is not good for the past few years and tracking error against benchmark has been very active overall and the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but
- Published in Asset Classes, Equities, Equities large cap
Aditya Birla Sun Life Frontline Equity Fund-Direct Plan
22 September, 2023
by MMI Team, Shreyas Walve
ISIN INF209K01YY7 Overall analysis 3-yr rolling excess returns is in the range of 2-6% and tracking error against benchmarks have been in the 2-4% range ;the funds’ performance in the short run has also been good. The fund has given the maximum excess return in comparison to its peers; but has been neutral to the
- Published in Equities, Equities large cap