Kotak Emerging Equity Fund – Growth

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.

Invesco India Mid Cap Fund – Growth

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.

ITI Multi Cap Fund Regular Growth

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

ICICI Prudential Multi Cap Fund Regular Growth

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

Sundaram Multi Cap Fund Growth

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

Kotak Multi Cap Fund Regular Growth

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

Mahindra Manulife Multi Cap Bhadat Yojana Regular Plan Growth

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

HDFC Multi Cap Fund Regular Growth

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

IDFC Multi Cap Fund Regular Growth

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

SBI Multi Cap Fund Regular Growth

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

Nippon India Multi Cap Fund Growth

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

Invesco India Multi Cap Fund Growth

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%

Aditya Birla Multi Cap Fund Regular Growth

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

Tata Multi Cap Fund Regular Growth 

INF277KA1703 Performance Analysis Portfolio Analysis

HSBC Multi Cap Fund Regular Growth

INF336L01QQ8 Portfolio Analysis

Union Multi Cap Fund Growth

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.

Indiabulls Multi Cap Fund Regular Growth

INF666M01HG6 Portfolio Analysis

LIC MF Multi Cap Fund Regular Growth

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.

Axis Multi Cap Fund Regular Growth

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.

Baroda BNP Paribas Multi Cap Fund Regular Growth

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%.

Quant Active Fund Growth

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