ICICI prudential large & mid cap fund- direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF109K011O5 Overall analysis The rolling returns show the short-term performance in recent years is better than the benchmark average. Although, in the long term, other funds in the same category have given better returns. The rolling returns and IR indicate that the active management outperformed the benchmark and provided good returns, but only in
- Published in Equities large mid cap
HSBC large and mid-cap equity fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF336L01NV5 Overall analysis The benchmark’s performance is better than the fund’s. Being relatively new, the fund can be seen struggling to gain momentum. The fund closely tracks the index and is currently having portfolio returns smaller than the minimum level. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized
- Published in Equities large mid cap
HDFC large and mid-cap fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF179KA1RQ7 Overall analysis The 3-year rolling returns show that the short-term performance is better than the benchmark. The fund’s rolling returns and IR indicate that the fund’s active management has been good in good in the short run, but the fund can be seen consistently growing in the long run. Performance analysis Rolling returns
- Published in Equities large mid cap
Edelweiss large and mid-cap fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF843K01AL0 Overall analysis The 3-year rolling returns show that the fund has outperformed the index significantly. The low TE shows the manager has chosen to match the index. The long-term growth of the fund is better than some of its peers. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year
- Published in Equities large mid cap
Franklin India equity advantage fund – direct-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF090I01IN1 Overall analysis 3-year rolling returns of the benchmark are better than the fund. The 3 years rolling returns, snail trail, and IR show that the active management did not earn sufficient returns in the long and short run. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns
- Published in Equities large mid cap
DSP equity opportunities fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF740K01PL6 Overall analysis The 3-year rolling returns and IR indicate that the fund management has now opted for a passive approach. The TE shows that the portfolio is now more aligned with the benchmark. This also increased the IR of the fund. The fund has performed better in the mid-term than its peers Performance
- Published in Equities large mid cap
Canara robeco emerging equities – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF760K01EI4 Overall analysis The fund’s rolling returns is better than the benchmark. Its active management strategy has generated good returns over the long run. Short term performance of the fund is much better than others in the same investment category. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized
- Published in Equities large mid cap
Bank of India large & mid cap equity fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF761K01652 Overall analysis The fund’s 3-year rolling returns and IR indicate that the fund’s performance against the benchmark is average. Snail trail analysis shows that the rolling returns of the fund stayed in the lower quartile of underperformance. The benchmark performed better over the long-term period. Performance analysis Rolling returns in quartiles The rolling
- Published in Equities large mid cap
Baroda Bnp paribas large and mid-cap fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF955L01JU2 Overall analysis Since inception, the fund has provided good returns and performed better than other funds from the same investment universe. The performance analysis indicates that the fund relies on an active/passive approach to match the index return. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns
- Published in Equities large mid cap
Axis growth opportunities fund – direct plan-growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF846K01J46 Overall analysis The funds’ rolling returns performance for the past couple of years is moderately good. Rolling returns can be seen falling around late 2022. Tracking error and Information ratio have shown a good correlation between performance tracking and fund returns. Performance analysis Rolling returns in quartiles The rolling return chart shows excess
- Published in Equities large mid cap
Aditya birla sun life equity advantage fund – direct plan growth
22 September, 2023
by MMI Team, B S Sai Mahesh
ISIN INF209K01VH8 Overall analysis The 3-year rolling returns show the fund underperformed the index and failed to earn positive returns. The fund did outperform the index. The passive approach did lower the tracking error which has resulted in higher IR. Performance analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns
- Published in Equities large mid cap
IDFC core equity fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF194K01V89 Overall analysis The fund’s 3-year rolling returns are lower than the benchmark. The moderately active fund has provided a series of returns that is least favorable compared to its peers in the same investment segment. The benchmark performance is comparatively much better than the actual funds. Performance analysis Rolling returns in quartiles The
- Published in Equities large mid cap
Invesco India growth opportunities fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF205K01MA0 Overall Analysis The fund managed to outperform the index till Feb 2021. This fund‘s 3-year rolling excess returns and tracking error against benchmark have been impressive. The fund has outperformed and given returns better than its peers in the same investment universe. Performance Analysis Rolling returns in quartiles The rolling return chart shows
- Published in Equities large mid cap
Kotak equity opportunities fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF174K01LF9 Overall Analysis The fund’s performance against its benchmark is good. Both short-term and long-term performance looks good in the sense of rolling returns and Information ratio. The Tracking error indicates that the very active management improved the returns in the long run. Performance Analysis Rolling returns in quartiles The rolling return chart shows
- Published in Equities large mid cap
L&T large and midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF917K01FT4 Overall Analysis The 3-year rolling returns show the fund performed below the benchmark and other funds in the same investment universe. The snail chart shows that the fund underperformed in active management. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the context of peer return
- Published in Equities large mid cap
LIC MF large & mid cap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF767K01NE9 Overall Analysis The 3-year rolling returns show the long-term performance of the fund is comparatively better than the benchmark. The fund’s active management strategy has given out good returns with lower risk levels. However, the fund seems to be facing shortfalls in the short term. Performance Analysis Rolling returns in quartiles The rolling
- Published in Equities large mid cap
Mahindra manulife top 250 nivesh yojana – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF174V01945 Overall Analysis The fund’s 1-year rolling returns and IR indicate that the fund outperformed the index, and is among the top-performing funds. A short-term outperformance of the fund shows the fund’s performance compared to the benchmark. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the
- Published in Equities large mid cap
Mirae asset emerging blue-chip fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF769K01BI1 Overall Analysis The fund performed better than the benchmark and its peers. In the long run, the fund can be seen earning impressive returns and even surpassing the benchmark. The 3-year rolling returns and IR show the active fund is good at generating risk-adjusted returns. Performance Analysis Rolling returns in quartiles The rolling
- Published in Equities large mid cap
Motilal oswal large and midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF247L01999 Overall Analysis The 1-year rolling returns and snail trail analysis indicate that the fund’s performance against the benchmark was good. High TE indicates that the fund is being actively managed. IR indicates that the fund provided an impressive return compared to the benchmark. The fund is now among the top-performing funds in this
- Published in Equities large mid cap
Navi large & midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF959L01CH6 Overall Analysis The fund’s rolling returns and TE show that the fund actively tried to beat the benchmark. The fund moderately performed against other funds and its own benchmark. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the context of peer return quartiles. The blue
- Published in Equities large mid cap
Nippon India vision fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF204K01F20 Overall Analysis The Rolling returns and IR of the fund seem to be good. The long-run performance of the fund is better than other funds and its own benchmark. The active management’s strategy to add value assets has greatly fluctuated the capital appreciation, which can be seen in the rolling returns. Performance Analysis
- Published in Equities large mid cap
Quant large and mid-cap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF966L01648 Overall Analysis The Rolling returns and IR of the fund seem to be good. The long-run performance of the fund is better than other funds and its own benchmark. The active management’s strategy to add value assets has greatly fluctuated the capital appreciation, which can be seen in the rolling returns. Performance Analysis
- Published in Equities large mid cap
SBI large & midcap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF200K01UJ5 Overall Analysis The fund’s 3-year rolling returns and IR show that the fund did earn surprisingly good returns but in the long run, the fund performed moderately. In the short run, however, the fund outperformed the benchmark and achieved good returns. The active management allocated growth securities to the fund. Performance Analysis Rolling
- Published in Equities large mid cap
Sundaram large and mid-cap fund – direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF903J01PR9 Overall Analysis The 3-year rolling return shows the fund’s performance is deteriorating. Short-term outbursts of performance can be seen and the fund even crossed the benchmark in such areas, but the long-term performance as shown by rolling returns and IR is not good. Performance Analysis Rolling returns in quartiles The rolling return chart
- Published in Equities large mid cap
Tata large & mid cap fund – direct plan – appreciation
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF277K01MK8 Overall Analysis The 3-year rolling returns look good. High TE shows that the fund actively tried to generate returns better than the benchmark. IR shows that the fund generates better risk-adjusted returns as compared to the benchmark. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in
- Published in Equities large mid cap
Union large and mid-cap fund direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF582M01GA0 Overall Analysis The 1-year rolling excess returns show the fund performed with lower risk, the fund is moderately active according to TE. IR shows that the fund returned less risk-adjusted returns. Performance Analysis Rolling returns in quartiles The rolling return chart shows excess 3-year annualized returns in the context of peer return quartiles.
- Published in Equities large mid cap
UTI core equity fund direct plan-growth
28 August, 2023
by MMI Team, B S Sai Mahesh
ISIN INF789F01UG3 Overall Analysis The fund has large investments in blended stocks. 3-year rolling returns show that the fund struggled to outperform the index initially, but in recent years it did. Low TE indicates this is not an actively managed fund and the fund has a high IR of 5. Performance Analysis Rolling Returns in
- Published in Equities large mid cap
Aditya birla sun life equity advantage fund – direct plan-growth
28 August, 2023
by B S Sai Mahesh, MMI Team
ISIN INF209K01VH8 Overall Analysis The snail trail analysis shows that the rolling return is continuously in line with the median. The fund did outperform the index, but the median performed better in recent times. The passive approach did lower the tracking error which has resulted in higher IR. Performance Analysis Rolling Returns in quartiles The
- Published in Equities large mid cap
SBI Large & Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF200K01305 Performance analysis
- Published in Equities large mid cap
Nippon India Vision Fund
25 May, 2023
by MMI Team
INF204K01406 Performance analysis
- Published in Equities large mid cap
Aditya Birla Sun Life Equity Advantage Fund Growth
25 May, 2023
by MMI Team
ISIN INF209K01165 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Tata Large & Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF277K01428 Portfolio analysis
- Published in Equities large mid cap
Motilal Oswal Large and Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF247L01965 Performance analysis
- Published in Equities large mid cap
UTI Core Equity Fund – Growth
25 May, 2023
by MMI Team
INF789F01869 Performance analysis
- Published in Equities large mid cap
Axis Growth Opportunities Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF846K01J79 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Baroda NP Paribas Large and Mid Cap Fund Regular Growth
25 May, 2023
by MMI Team
ISIN INF955L01JR8 Performance analysis Portfolio Analysis
- Published in Equities large mid cap
Navi Large & Midcap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF959L01CK0 Performance analysis
- Published in Equities large mid cap
Union Large and Mid Cap Fund – Regular Plan – Growth
25 May, 2023
by MMI Team
INF582M01GD4 Portfolio analysis
- Published in Equities large mid cap
Quant Large and Mid Cap Fund – Growth
25 May, 2023
by MMI Team
INF966L01341 Performance analysis
- Published in Equities large mid cap
Sundaram Large and Mid Cap Fund
25 May, 2023
by MMI Team
INF903J01DT1 Portfolio analysis
- Published in Equities large mid cap