Aditya Birla Sun Life Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
ISIN INF209K01S38 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the period near 0. For now, the fund is in the first quarter as of Feb 2023. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
ISIN INF209K01XP7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Axis Corporate Debt Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
ISIN INF846K01ZM8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund is consistent over the years till May 2022. In June 2022, the fund grew to 0.5% and now is currently in the first quartile.
- Published in Debt corporate
Baroda BNP Paribas Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
ISIN INF251K01GP4 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was in the negative for the majority of the period. The fund has spent most of the time at – 3.50%. and now
- Published in Debt corporate
Canara Robeco Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
ISIN INF760K01HB2 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0%. The fund has been in between 2nd and 3rd quartile for the maximum of its period. Rolling
- Published in Debt corporate
Axis Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF846K01DD4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund gave negative returns
- Published in Debt gilts
DSP Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
ISIN INF740KA1KE8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund’s rolling returns are consistently below the 0% range. The fund has been between 0 to -2 % for the entire period. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Franklin India Corporate Debt Fund – Plan A – Direct
04 July, 2023
by Ganesh Hulke
ISIN INF090I01FW8 Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The funds rolling returns were positive for the period of Aug 2016 to May 2020. The fund was out performing in that period. Later that the
- Published in Debt corporate
Baroda BNP Paribas Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF955L01AD7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. In May 2016, the fund’s returns were at its peak at
- Published in Debt gilts
Canara Robeco Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF760K01FC4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
DSP Government Securities Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF740K01NF3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
Edelweiss Government Securities Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF843K01GS2 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given positive
- Published in Debt gilts
Franklin India Government Securities Fund – Direct
04 July, 2023
by Oraina Dsouza
ISIN INF090I01HS2 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The rolling return chart shows that the fund has given negative
- Published in Debt gilts
HDFC Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF179K01VS0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns between May 2016 to
- Published in Debt gilts
ICICI Prudential Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF109K018C5 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
IDBI Gilt Plan – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF397L01CC0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated negative excess returns during the period between
- Published in Debt gilts
ISIN INF194K01Q29 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Invesco India Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF205K01SN0 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive returns between May 2016 to Oct
- Published in Debt gilts
Kotak Gilt – Investment – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF174K01KE4 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
L&T Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF917K01FI7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
LIC MF Government Securities Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF767K01EZ3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has given negative returns between May 2016 to March
- Published in Debt gilts
Nippon India Gilt Securities Fund- Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF204K01XP8 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
PGIM India Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF223J01ND7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. In Feb 2018, the fund gave excess returns at 0.97% per
- Published in Debt gilts
SBI Magnum Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF200K01SH3 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has generated positive excess returns during the period between
- Published in Debt gilts
Tata Gilt Securities Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF277K01OX7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund has given positive excess returns for the period between
- Published in Debt gilts
UTI Gilt Fund – Direct Plan
04 July, 2023
by Oraina Dsouza
ISIN INF789F01TL5 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 0.57% from May 2016 to -0.20% in April 2023. The dispersion between upper and lower quartile is still wide at +1.58% and -1.67% pa. The fund generated positive excess returns between 2016 – 2020. In
- Published in Debt gilts
HDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund did not show any major changes overall during the period. The fund was between -0.5 to +0.5 for the entire period. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate
HSBC Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund was consistent for the entire period having rolling returns of about -3 %. The fund was always in the 3rd and 4th quartile for the entire
- Published in Debt corporate
ICICI Prudential Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period were consistent. It was always in between -1 to +1. The fund was in the 1st and 2nd quartile. Rolling risk/return
- Published in Debt corporate
IDFC Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of the fund is negative for the entire period. As of April 2023, the fund’s rolling return is about -0.5 %. Rolling risk/return (Snail-trail) The
- Published in Debt corporate
Invesco India Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The fund started in the fourth quartile and stayed below the median for the maximum period. As of Feb 2023 the fund is at -0.5%. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Kotak Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns for the entire period was in between 1 to -1%. At the start the rolling returns was at -0.9 % and it went to the
- Published in Debt corporate
L&T Triple Ace Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns when started was at -2.3%. and as of March 2023, the rolling returns is at -0.5%. The rolling returns were at its peak having 2%
- Published in Debt corporate
Mirae Asset Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are for only one year. The fund from the start is negative. As of April 2023, the fund is at -1 %. Rolling risk/return (Snail-trail)
- Published in Debt corporate
Nippon India Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns are almost below 0% for the entire period. The fund was consistent for almost the entire period. As of Feb 2023, the rolling returns are
- Published in Debt corporate
PGIM India Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns of this fund shows that it was negative when started and was consistent and stayed negative for the entire period. As of May 2023, the
- Published in Debt corporate
SBI Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns here are for only one year. The fund is underperforming. The fund is now in the 4th quartile. Rolling risk/return (Snail-trail) The standard deviation on
- Published in Debt corporate
Sundaram Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were at its peak with around 2.2% in the month of Dec 2016. Then the rolling returns have not shown much fluctuation from March 2018
- Published in Debt corporate
Union Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns show that the fund was underperforming. Always the fund below the median line. Rolling risk/return (Snail-trail) The standard deviation on the 3 year excess returns
- Published in Debt corporate
UTI Corporate Bond Fund – Direct Plan
04 July, 2023
by Ganesh Hulke
Performance analysis Rolling returns in quartiles The 3 year excess rolling returns are negative across the corporate bond. The blue line is mostly in the 2nd/3rd quartile. The rolling returns were between -1 to 1 % for the entire period. As of April 2023, the rolling returns is at -0.3%. Rolling risk/return (Snail-trail) The standard
- Published in Debt corporate
Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth
25 May, 2023
by MMI Team
ISIN INF251K01GW0 Performance analysis Comment on the chart…
- Published in Fixed interest capability
UTI-Dynamic Bond Fund – Direct
19 February, 2023
by MMI Team
ISIN INF789F01XD4 As it is visible from the chart the trail is mostly in the bottom right quadrant which shows that fund underperformed the benchmark with relatively higher risk. High tracking error indicates that the manager seeks Alpha at the expense of higher relative risk. A negative information ratio indicates that the mutual fund is
- Published in Debt dynamic
Union Dynamic Bond Fund – Direct
19 February, 2023
by MMI Team
ISIN INF582M01799 based on 3 year rolling return, we can see that fund is performing better than the lower quartile returns ( value below which 25% of the returns fall) The trail is in the bottom left or right quadrant which shows that the fund has generated negative excess returns in comparison to the benchmark
- Published in Debt dynamic
Tata Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF277K01MV5 As we can see that trail is in the bottom left quadrant which shows that the fund has underperformed the benchmark by taking a relatively lower risk. information ratio of less than 1 indicates that fund is not generating either very less or negative excess returns in comparison to the benchmark.
- Published in Debt dynamic
SBI Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF200K01RD4 based on 3 year rolling return it can be seen that fund generated better returns than the upper quartile returns ( value above which 25% of the returns fall). trail that cross quadrants indicate inconsistent relative performance. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark
- Published in Debt dynamic
Nippon India Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
INF204K01A25 trail is in the bottom right quadrant which means that the fund is has underperformed benchmark with relatively higher risk A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility
- Published in Debt dynamic
Quantum Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF082J01176 the fund has underperformed the benchmark by taking relatively lower risk A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
ICICI Prudential All Seasons Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF109K016E5 It performed better than the upper quartile funds. Outperformed the benchmark by taking relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
PGIM India Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF663L01AD7 the fund has generated returns almost equal to the upper quartile returns. at starting fund outperformed the benchmark by taking relatively higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Mirae Asset Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF769K01DR8 A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Mahindra Manulife Dynamic Bond Yojana – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF174V01580 based on 3-year rolling returns we can see that the fund generated lower returns than the lower quartile returns. the trail is in the bottom left quadrant which means that the fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower
- Published in Debt dynamic
Kotak Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF174K01JU2 as we can see in the graph above that the fund generated a maximum return in June 2020 based on 3 years 3 year rolling return chart. the fund is starting outperformed the benchmark by taking a relatively lower risk. IR ratio of less than 2 means that the fund did not generated
- Published in Debt dynamic
JM Dynamic Bond Fund – (Direct) – Growth
19 February, 2023
by MMI Team
ISIN INF192K01DD3 The trail is in the bottom left quadrant which means that the fund underperformed the benchmark by taking relatively lesser risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
Indiabulls Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
INF666M01EK5 The fund generated low returns than the lower quartile returns. the fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
IIFL Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF579M01266
- Published in Debt dynamic
IDBI Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF397L01BN9 The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
HSBC Flexi Debt Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF336L01CO3 The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volati
- Published in Debt dynamic
Canara Robeco Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF760K01EC7 The fund generated more returns than the lower quartile returns almost equal to the median returns. The fund underperformed the benchmark by taking relatively lower or higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is
- Published in Debt dynamic
Aditya Birla Sun Life Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF209K01N82
- Published in Debt dynamic
Baroda BNP Paribas Dynamic Bond Fund – Direct Plan – Growth
19 February, 2023
by MMI Team
ISIN INF251K01GW0 The fund underperformed the benchmark by taking a relatively lower risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the benchmark’s volatility.
- Published in Debt dynamic
Bank of India Credit Risk Fund – Direct Plan
13 February, 2023
by MMI Team
ISIN INF761K01DG8 Risk Return Chart On a 3-year basis, the risk-return chart illustrates a positive performance for excess returns as compared to the benchmark of the CRISIL Credit Risk Fund CIII Index. However, it must be noted that Bank of India has a much higher risk ratio than other funds in the benchmark index operating
- Published in Debt Credit
HSBC Flexi Debt Fund – Growth
12 February, 2023
by MMI Team
ISIN INF336L01461 As we can see in the chart the trail is either in the 3rd quadrant or the 4th quadrant which shows that the fund has underperformed the benchmark with relatively lower or higher risk. A moderate amount of Tracking Error indicates that the manager seeks to add Alpha by taking active positions. As
- Published in Debt dynamic
HDFC Dynamic Debt Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF179K01WB4 As it is visible from the chart the trail is mostly in the bottom right quadrant which shows that fund underperformed the benchmark with relatively higher risk. The tracking error is as high as 6.4% which indicates that the manager seeks alpha at the expense of higher relative risk. As we can see
- Published in Debt dynamic
Canara Robeco Dynamic Bond Fund – Regular Plan- Growth
12 February, 2023
by MMI Team
ISIN INF760K01449 The chart shows that the fund underperformed the benchmark with relatively lower risk. Fund’s performance is deviating from its benchmark index more significantly. High Tracking Error of 3.5% indicates that the manager seeks Alpha at the expense of higher relative risk and low tracking error indicates that manager is less likely to generate
- Published in Debt dynamic
DSP Strategic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF740K01QG4 The trail in the top right quadrant indicates that the fund outperformed the index with relatively higher risk and in the bottom right quadrant shows that fund underperformed the fund with high risk. Trails that cross quadrants indicate inconsistent relative performance. Tracking ratio of as high as 4.5% indicates that the manager seeks
- Published in Debt dynamic
DSP Strategic Bond Fund – Regular
12 February, 2023
by MMI Team
ISIN INF740K01GK7
- Published in Debt dynamic
Axis Dynamic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF846K01DI3 At starting fund outperformed the benchmark by taking relatively higher or lower risk but after Sept 2021 underperformed the benchmark by taking relatively higher risk. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that the volatility of those lower returns is higher than the
- Published in Debt dynamic
L&T Flexi Bond Fund – Growth
12 February, 2023
by MMI Team
ISIN INF677K01916 Fund generated negative excess returns that is underperformed the CRISIL Dynamic Bond fund with relatively lower risk. low tracking error indicates that the manager is less likely to generate Excess Returns as the product appears similar to its benchmark. A negative information ratio indicates that the mutual fund is generating lower returns than
- Published in Debt dynamic
Axis Dynamic Bond Fund – Growth
12 February, 2023
by MMI Team
ISIN INF846K01917 Performance analysis Trail that cross quadrants indicate inconsistent relative performance. The tracking is not very high which means the manager is less likely to generate Excess Returns as the fund appears similar to its benchmark. A negative information ratio indicates that the mutual fund is generating lower returns than its benchmark and that
- Published in Debt dynamic
IDFC Dynamic Bond Fund – Direct Plan – Growth
12 February, 2023
by MMI Team
ISIN INF194K01N63 Performance analysis The fund performed better than the upper quartile funds. The fund started by outperforming benchmark with a relatively higher risk but after Sept 2021 it underperformed the benchmark with relatively higher risk. High Tracking Error of 4% indicates that the manager seeks Alpha at the expense of higher relative risk. A
- Published in Debt dynamic
IDFC Dynamic Bond Fund – Regular
11 February, 2023
by MMI Team
ISIN INF194K01QG4 Performance analysis The Snail Trail Chart does not show good performance for the excess return on a 3-year rolling basis against the funds benchmark. At the start, fund gave some excess returns after taking excess risk in comparison to its benchmark but after June 2021 it gave negative returns with excess risk in
- Published in Debt dynamic