Aditya Birla Sun Life Equity Hybrid 95 Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Nov 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Sundaram Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2020. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Edelweiss Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns and again gave positive returns.
- Published in Hybrid aggressive
Baroda BNP Paribas Aggressive Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Canara Robeco Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
DSP Equity & Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Franklin India Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
HDFC Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Axis Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the entire period of past few years. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
Bank of India Mid & Small Cap Equity & Debt Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period from July 2021. The blue line’s time above the median line indicates that the fund has outperformed the
- Published in Hybrid aggressive
HDFC Hybrid Equity Fund – Direct Plan – Growth (Adjusted NAV)
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2019. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
HSBC Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated mostly 0% returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
HSBC Equity Hybrid Fund – Direct
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated mostly 0% returns for the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
IDFC Hybrid Equity Fund – Direct plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between Oct 2021 – April 2023. Before that, the fund has given negative returns. The blue line’s time
- Published in Hybrid aggressive
Indiabulls Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Invesco India Equity & Bond Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period from 2021 to 2023. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive
JM Equity Hybrid Fund – (Direct)
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for maximum of the period. The blue line’s time above the median line indicates that the fund has outperformed the performance
- Published in Hybrid aggressive
Kotak Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns from Feb 2021. Before that, the fund has given negative returns. The blue line’s time above the median line indicates that
- Published in Hybrid aggressive
L&T Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
LIC MF Equity Hybrid Fund – Plan C – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Mahindra Manulife Hybrid Equity Nivesh Yojana – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns of about 5% for the entire period. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Mirae Asset Hybrid – Equity – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns for almost entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund did not show any changes in the excess returns during the entire period of last 2 years. The blue line’s time above the median line indicates
- Published in Hybrid aggressive
Motilal Oswal Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has gradually decreasing excess returns during the entire period. The blue line’s time above the median line indicates that the fund has outperformed the performance of
- Published in Hybrid aggressive
Navi Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns during the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
Nippon India Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Feb 2019. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
PGIM India Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – May 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Quant Absolute Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
SBI Equity Hybrid Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund was fluctuating. The blue line’s time above the median
- Published in Hybrid aggressive
Shriram Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns during the entire. The blue line’s time above the median line indicates that the fund has outperformed the performance of the
- Published in Hybrid aggressive
Tata Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Nov 2017. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
Union Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated very minor returns in the entire period of 3 years. The blue line’s time above the median line indicates that the fund has outperformed
- Published in Hybrid aggressive
UTI Hybrid Equity Fund – Direct Plan
04 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated positive excess returns during the period between May 2016 – Aug 2018. Thereafter, the fund has given negative returns. The blue line’s time above
- Published in Hybrid aggressive
IDBI Hybrid Equity Fund- Direct Plan
03 July, 2023
by MMI Team, Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3-year excess rolling returns are decreasing across the hybrid aggressive bond. The blue line is mostly in the 2nd/3rd quartile. The fund has generated negative excess returns for the entire period from 2019 to 2023. The blue line’s time above the median line indicates that the fund has
- Published in Hybrid aggressive