HSBC Small Cap Equity Fund – Direct Plan
22 September, 2023
by MMI Team
ISIN INF336L01DQ6 Overall analysis 3-yr rolling excess returns in august 2016 crossed 10% and later it has been deteriorating and came down to -2.34% this indicates that the fund is not performing better against the benchmark and TE of fund is above 4%. The snail trail charts that fund has given higher return with high
- Published in Equities small cap, Uncategorized
22 September, 2023
by MMI Team
HSBC Large Cap Equity Fund – Direct Plan ISIN INF336L01CM7 Overall analysis 3-year rolling excess returns remain motionless and TE against benchmark has been high overall; The fund has not given the maximum excess return in comparison to its peers; but has dropped to below the first quartile over the past 1 year. Performance analysis
- Published in Uncategorized
UTI regular savings fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Sundaram debt oriented hybrid fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Nippon India Hybrid Bond fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
SBI Conservative hybrid fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Navi regular savings fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
LIC MF Debt Hybrid fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Kotak debt hybrid fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
L & T Conservative hybrid fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
DFC regular savings fund direc plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
HDFC Hybrid debt fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
ICICI Prudential regular savings fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Franklin India debt hybrid fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Canara robeco conservative hybrid fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
DSP regular savings fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
AXIS regular savings fund direct plan growth
20 July, 2023
by Akash Damani
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across the hybrid conservative bond. The median returns have gradually come down from +2 % in May 2016 to -1% in April 2023. The dispersion between upper and lower quartile is very wide at +6 to
- Published in Hybrid conservative, Uncategorized