Sundaram Multi Cap Fund – Direct Plan – Growth (Adjusted NAV)
06 October, 2023
by MMI Team
ISIN Overall analysis 3-yr rolling excess returns remains below minimum and has not given good performance and TE against benchmark have also not been good overall; The fund has not given the maximum excess return in comparison to its peers; and has made little to no progress over the past 1 year. Performance analysis Rolling
- Published in Equities, Equities multi cap
SBI Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF200KA18E2 Overall analysis 1-yr rolling excess returns remains below the lower quartile and has given good performance and TE against benchmark have been good overall; The fund has given the maximum excess return in comparison to its peers; and has made good progress over the past 1 year. Performance analysis Rolling returns – 1yr rolling
- Published in Equities, Equities multi cap
Sundaram Multi Cap Fund Series II – Direct Plan – Growth
06 October, 2023
by MMI Team
INF903JA1EF4 Overall analysis 3-years rolling excess returns of the fund has declined by underperforming its benchmark as well as its peers. This fund’s TE is moderate, IR is negative; not generating risk adjusted returns. The fund gave negative returns against its benchmark during past recent months; 3 year rolling returns stood by underperforming its benchmark
- Published in Equities, Equities multi cap
Sundaram Multi Cap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF173K01FQ0 Overall analysis 1-yr rolling excess returns of the fund is negative to the index. Overall, this fund has moderate TE. The IR of this fund is in negative figures which is un-impressive. The fund gave an average return in comparison to its peers as it is above median. Fund has a good start with
- Published in Equities, Equities multi cap
Sundaram Multi Cap Fund Series I – Direct Plan – Growth
06 October, 2023
by MMI Team
INF903JA1DT7 Overall analysis 3-years rolling excess returns of the fund has declined by underperforming its benchmark as well as its peers. This fund’s TE is moderate, IR is negative; not generating risk adjusted returns. The fund gave negative returns against its benchmark during past recent months; 3 year rolling returns stood by underperforming its benchmark
- Published in Equities, Equities multi cap
Quant Active Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF966L01614 Overall analysis 1-yr rolling excess returns of the fund has raised, currently generating maximum returns compared to its benchmark, while the snail trail shows that the fund had generated maximum returns by taking (-) risk. TE states that the fund is highly active, But it has a drawback of negative IR. Performance analysis Rolling
- Published in Equities, Equities multi cap
Nippon India Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF204K01XF9 Overall analysis 3-years rolling excess returns of the fund has outperformed its benchmark and its peers. Overall, this fund TE is closer to the index. It has a good IR 2.2; the fund is generating risk adjusted returns. Fund manager is taking more risk and generating returns. Suitable for the investor with high-risk appetite.
- Published in Equities, Equities multi cap
Kotak Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF174KA1HV3 Overall analysis 1-yr rolling excess returns of the fund is sustained between maximum and upper quartile (green) line. Fund’s snail trail chart assesses that it has been in the top left quadrant proceeding with positive excess returns by taking negative risk. TE of this fund is declined on a month-on-month basis & has a
- Published in Equities, Equities multi cap
Mahindra Manulife Multi Cap – Direct Plan – Growth
06 October, 2023
by MMI Team
INF174V01341 Overall analysis 3-years rolling excess returns of the fund was good in the past, but in recent phases its returns have fallen somewhere between median and lower quartile. Overall, this fund has moderate TE (moderately active). IR is low which is not ideal and the fund Is not providing risk-adjusted return. This fund had
- Published in Equities, Equities multi cap
Kotak India Growth Fund – Series IV – Direct Plan – Growth
06 October, 2023
by MMI Team
INF174K019S9 Overall analysis 3-years rolling excess returns of the fund has crossed down the maximum line, it gave the maximum return in comparison to its peers. Overall, this fund has good TE, it is moderately active. It has negative IR & has generated decent returns to its investors by taking the least risk against benchmark.
- Published in Equities, Equities multi cap
ITI Multi Cap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF00XX01168 Overall analysis 3-years rolling excess returns of the fund is negative throughout the year. Overall, this fund TE has shrinked & it been moderately active, IR is average. The fund gave the least returns in comparison to its peers. It has negative risk and returns as shown further in detail. Performance analysis Rolling returns
- Published in Equities, Equities multi cap
IDFC Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF194KB1CL0 Overall analysis 1-yr rolling excess returns of the fund is constant. Overall, this fund has good TE, it is moderately active. IR is declining and moving towards passiveness. The fund gave the maximum return in comparison to its peers as it above median. It has negative risk and positive returns which means the fund
- Published in Equities, Equities multi cap
Invesco India Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF205K01MS2 Overall analysis 3-years rolling excess returns of the fund is declining throughout the chart. Overall, this fund has moderate TE, it is moderately active. The 1 year rolling information ratio of this fund is poor. The fund is underperforming its benchmark and peers. Performance analysis Rolling returns – 3 years rolling excess returns over
- Published in Equities, Equities multi cap
ICICI Prudential Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF109K014O9 Overall analysis 3-years rolling excess returns of the fund is currently underperforming by -0.7%. Overall, this fund has moderate TE (moderately active). IR is low which is not ideal and the fund Is not providing risk-adjusted return. This fund is turning towards- taking positive risk to generate returns for its investors. Performance analysis Rolling
- Published in Equities, Equities multi cap
HDFC Multicap Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF179KC1BS5 Overall analysis 1-yr rolling excess returns of the fund is constant. This fund’s TE has declined- but it has moderate TE, IR is moderate. The fund gave the maximum return in comparison to its peers as it is tackling around the maximum line. It has negative risk and positive returns which means the fund
- Published in Equities, Equities multi cap
Edelweiss Recently Listed IPO Fund – Direct Plan – Growth
06 October, 2023
by MMI Team
INF754K01ML4 Overall analysis 1-yr rolling excess returns of the fund has declined, Overall, TE is between 5-13 which means the fund is ideally active. IR has gone through both positive and negative phase. As of now the fund has high TE of 9.7% & negative IR of -0.7. Performance analysis Rolling returns – 3 year
- Published in Equities, Equities multi cap
Baroda BNP Paribas Multi Cap Fund – Direct Plan
22 September, 2023
by MMI Team
INF955L01AG0 Overall analysis (h2) 3-yr rolling excess returns of the fund is volatile enough. Overall, this fund has high TE, currently it is moderately active. The fund gave decent returns in comparison to its peers and now it is generating returns equal to the upper quartile. In June 2023 the fund took more risk and
- Published in Equities, Equities multi cap
Axis Multicap Fund – Direct Plan
22 September, 2023
by MMI Team
INF846K013E0 Overall analysis 1-yr rolling excess returns is quite decent according to a new fund existing from 17 months as it has surpassed the upper quartile, fund is moderately active according to TE, overall, it has IR less than 1 – it is not an ideally active fund. Performance analysis Rolling returns –1 year rolling
- Published in Equities, Equities multi cap
Axis Capital Builder Fund – Series 4 – Direct Plan
22 September, 2023
by MMI Team
INF846K01K68 Overall analysis (h2) 3-yr rolling excess returns is poor because the fund has generated negative returns, it has crossed down the median, lower quartile & minimum which is a worst-case scenario compared to its peers. It has negative risk & return, Fund is moderately active with a TE of 4.27%, It has got negative
- Published in Equities, Equities multi cap
Aditya Birla Sun Life Multi Cap Fund – Direct Plan
22 September, 2023
by MMI Team
INF209KB1Y49 Overall analysis 1-yr rolling excess returns of the fund has been negative most of the time, TE shows that the fund is moderately active as the TE fluctuated between 4%-4.90%. IR is also declining month by month which also concludes that the fund is less active & inconsistent in generating risk adjusted returns. Performance
- Published in Equities, Equities multi cap
Kotak Emerging Equity Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Invesco India Mid Cap Fund – Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
ITI Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
ICICI Prudential Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Sundaram Multi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Kotak Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
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
- Published in Equities multi cap
HDFC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
IDFC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
SBI Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Nippon India Multi Cap Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Invesco India Multi Cap Fund Growth
25 May, 2023
by MMI Team
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%
- Published in Equities multi cap
Aditya Birla Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap
Tata Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF277KA1703 Performance Analysis Portfolio Analysis
- Published in Equities multi cap
HSBC Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF336L01QQ8 Portfolio Analysis
- Published in Equities multi cap
Union Multi Cap Fund Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Indiabulls Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
INF666M01HG6 Portfolio Analysis
- Published in Equities multi cap
LIC MF Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Axis Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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.
- Published in Equities multi cap
Baroda BNP Paribas Multi Cap Fund Regular Growth
25 May, 2023
by MMI Team
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%.
- Published in Equities multi cap
Quant Active Fund Growth
25 May, 2023
by MMI Team
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
- Published in Equities multi cap