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
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