dossiers - funds
summary of quantitative analysis for mutual funds
DSP Small Cap Fund Regular Plan-Growth
ISIN INF740K01797 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as ...
Edelweiss Small Cap Fund – Direct Plan
ISIN INF754K01JN6 Overall analysis 3-yr rolling excess returns is higher than the benchmark and has given higher returns compared to ...
Edelweiss Small Cap Fund Regular Growth
ISIN INF754K01JJ4 Performance analysis The growth of the fund over years was not consistent. The Rolling Return Chart shows a ...
Franklin India Focused Equity Fund – Direct
ISIN INF090I01IW2 Overall analysis 3-yr rolling excess returns remains below maximum and has given good performance and TE against benchmark ...
Franklin India Prima Fund – Direct
ISIN CODE INF090I01FH9 Overall analysis 3-yr rolling excess returns is in the range of -6-7% and tracking error against benchmarks ...
Franklin India Smaller Companies Fund – Direct
ISIN INF090I01569 Overall analysis 3-yr rolling excess returns of the fund was low till december 2022 but later it started ...
HDFC Focused 30 Fund – Direct Plan
ISIN INF179K01VK7 Overall analysis 3-yr rolling excess returns has given high return and TE range is between 4-6% which indicates ...
HSBC Focused Equity Fund – Direct Plan
ISIN INF336L01PB2 Overall analysis 1-yr rolling excess returns have given higher returns against the benchmark and TE range is between ...
HSBC Small Cap Equity Fund – Direct Plan
ISIN INF336L01DQ6 Overall analysis 3-yr rolling excess returns in august 2016 crossed 10% and later it has been deteriorating and ...
ICICI Prudential Focused Equity Fund – Direct Plan
ISIN INF109K018N2 Overall analysis 3-yr rolling excess returns remains below upper quartile and has given moderate performance and TE against ...
