Sundaram Multi Cap Fund – Direct Plan – Growth (Adjusted NAV)

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

SBI Multicap Fund – Direct Plan – Growth

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

Sundaram Multi Cap Fund Series II – Direct Plan – Growth

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

Sundaram Multi Cap Fund – Direct Plan – Growth

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

Sundaram Multi Cap Fund Series I – Direct Plan – Growth

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

Quant Active Fund – Direct Plan – Growth

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

Nippon India Multicap Fund – Direct Plan – Growth

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. 

Kotak Multicap Fund – Direct Plan – Growth

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

Mahindra Manulife Multi Cap – Direct Plan – Growth

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

Kotak India Growth Fund – Series IV – Direct Plan – Growth

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.

ITI Multi Cap Fund – Direct Plan – Growth

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

IDFC Multicap Fund – Direct Plan – Growth

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

Invesco India Multicap Fund – Direct Plan – Growth

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

ICICI Prudential Multicap Fund – Direct Plan – Growth

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

HDFC Multicap Fund – Direct Plan – Growth

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

Edelweiss Recently Listed IPO Fund – Direct Plan – Growth

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

Baroda BNP Paribas Multi Cap Fund – Direct Plan

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

Axis Multicap Fund – Direct Plan

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

Axis Capital Builder Fund – Series 4 – Direct Plan

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

Aditya Birla Sun Life Multi Cap Fund – Direct Plan

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

Franklin India Bluechip Fund-Direct Plan

ISIN INF090101FN7 Overall analysis  3-yr rolling excess returns is in negative and also tracking error against benchmark has been in the range of 4-10% .The funds’ performance in the short run has been deteriorating. The fund has not given the maximum excess return in comparison to its peers; but it is gaining the returns in

Edelweiss Large Cap Fund-Direct Plan

ISIN INF754K01BW4 Overall analysis 3-yr rolling excess returns is  in the range of 3-5% and tracking error against benchmark has been in the range of 2-4% which is ideal overall and the funds’ performance in the short run has been also good. The fund has given the maximum excess return in comparison to its peer

DSP Top 100 Equity Fund-Direct Plan

ISIN INF740K01PR3 Overall analysis  3-yr rolling excess returns is in the range of negative 5-1% and tracking error against benchmark also have been in the range of 3-5% and the funds’ performance in the short run has been deteriorating. The fund had not given the maximum excess return in comparison to its peers. Performance analysis

Canara Robeco Bluechip Equity Fund-Direct Plan

ISIN INF760K01FR2 Overall analysis  3-yr rolling excess returns is in the 2-5% range which is good and tracking error against benchmark has been impressive in the range of 2-6% overall. The funds’ performance in the short run has also been good. The fund had given the maximum excess return in comparison to its peers. Performance

Canara Robeco Small Cap Fund – Direct Plan

ISIN INF760K01JC6 Overall analysis  3-yr rolling excess returns of the fund is above first quartile and TE against benchmark have been active and also the funds’ performance in the short run has been increasing. The fund had given a high excess return in comparison to its peers. Performance analysis  Rolling returns in quartiles The rolling

Aditya Birla Sun Life Focused Equity Fund – Direct Plan 

ISIN INF209K01WE3 Overall analysis  3-yr rolling excess returns is low compared to benchmark and first quartile and TE against benchmark have moderately active during 2016-17 but then started declining. While snail trail shows the risk & return in positive and as well as in negative. Tracking Error of the fund has been constant 3-6%.  Performance

Bank Of India Bluechip Fund-Direct Plan

ISIN INF761K01FL3 Overall analysis  1-yr rolling excess returns is in the range of 2-4% and Tracking Error against benchmark has been in the range of 2-4%  for the past 6 months. The fund had given a neutral excess return in comparison to its peers; but has been going upwards in the first quartile over the

Baroda BNP Paribas Large Cap Fund-Direct Plan

ISIN INF209K01BR9 Overall analysis  3-yr rolling excess returns is in the 2-6% range. Tracking error against benchmark have been in the range of 2-6%; but the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but has dropped to below the first

Axis Bluechip Fund-Direct Plan

ISIN INF846K01DP8 Overall analysis  3-yr rolling excess returns is in negative which is not good for the past few years  and tracking error against benchmark has been very active overall and the funds’ performance in the short run has been deteriorating. The fund had given the maximum excess return in comparison to its peers; but

Bank of India Small Cap Fund – Direct Plan

 ISIN INF761K01EP7 Overall analysis  3-yr rolling excess returns is above the first quartile and TE of the fund is active but it has declined after June 2021l; the funds’ performance in the short run has been deteriorating. The fund had given a high excess return in comparison to its peers; but has dropped to below

Aditya Birla Sun Life Frontline Equity Fund-Direct Plan

ISIN INF209K01YY7 Overall analysis  3-yr rolling excess returns is in the range of 2-6% and tracking error against benchmarks have been in the 2-4% range ;the funds’ performance in the short run has also been good. The fund has given the maximum excess return in comparison to its peers; but has been neutral to the

UTI Small Cap Fund – Direct Plan 

ISIN INF789F1AUQ1 Overall analysis  1-yr rolling excess returns of the fund ranges between 2-8% and TE of the fund is above 6%, 1-yr rolling excess return is low compared to benchmark but the TE of the fund is reasonably active, also the funds’ performance in the short run has been deteriorating. The fund has dropped

50 shades of value investing in India

While everyone agrees that value investing is buying a stock for less than its intrinsic value, this is easier said than done. There is no one way to calculate intrinsic value. Over time Warren Buffet’s definition of value has changed from the ‘cigar butt’ approach that his mentor Ben Graham espoused to a more broader
tracking error of indian equity funds

How active and skilled are Indian equity funds?

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pms vs mutual funds - which is better

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