Aditya Birla Sun Life Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
Axis Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between Sep
- Published in Dynamic AA/Balanced advantage
Bank of India Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between April
- Published in Dynamic AA/Balanced advantage
Baroda BNP Paribas Balanced Advantage Fund – Direct
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between Dec
- Published in Dynamic AA/Balanced advantage
DSP Dynamic Asset Allocation Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between March
- Published in Dynamic AA/Balanced advantage
Edelweiss Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns after 2019. The blue line’s
- Published in Dynamic AA/Balanced advantage
HDFC Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
IDFC Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN INF194KA1UH1 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between
- Published in Dynamic AA/Balanced advantage
Invesco India Dynamic Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated positive excess returns during the period between May
- Published in Dynamic AA/Balanced advantage
Kotak Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between Sep
- Published in Dynamic AA/Balanced advantage
L&T Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund gave positive excess returns during the period between May 2016
- Published in Dynamic AA/Balanced advantage
Motilal Oswal Dynamic Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between March
- Published in Dynamic AA/Balanced advantage
Sundaram Balanced Advantage Fund – Direct Plan
04 July, 2023
by MMI Team, Oraina Dsouza
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% from May 2016 to -1.77% in April 2023. The dispersion between upper and lower quartile is still wide at +12.43% and -7.78% pa. The fund has generated negative excess returns during the period between May
- Published in Dynamic AA/Balanced advantage