dossiers - funds
summary of quantitative analysis for mutual funds
ICICI Prudential Small cap Fund – Direct Plan
ISIN INF109K015M0 Overall analysis 3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it ...
ICICI Prudential Small cap Fund – Direct Plan
ISIN INF109K015M0 Overall analysis 3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it ...
ICICI Prudential Small Cap Fund Regular Growth
ISIN INF109K01B10 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index ...
IDBI Focused 30 Equity Fund – Direct Plan
ISIN INF397L01KA7 Overall analysis 1-yr rolling excess returns and TE against benchmark have been neutral overall; and the funds’ performance ...
IDBI Small Cap Fund Regular Growth
ISIN INF397L01JW3 Performance analysis The fund had consistent growth over the years. The fund has consistently underperformed the index as ...
IDFC Emerging Business Fund Regular Growth
ISIN INF194KB1AJ8 Performance analysis The growth of the fund over years was not consistent. The fund was underperforming in April ...
IDFC Focused Equity Fund – Direct Plan
ISIN INF194K01W21 Overall analysis 3-yr rolling excess returns and TE against benchmark have not performed very well. Rolling returns in ...
IIFL Focused Equity Fund – Direct Plan
ISIN INF579M01902 Overall analysis 3-yr rolling excess returns has given high returns against benchmark and TE ranges between 4-6% which ...
Invesco India Focused 20 Equity Fund – Direct Plan
ISIN INF205KA1213 Overall analysis 1-yr rolling excess returns and TE against benchmark have been good at starting; and the funds ...
Invesco India Mid Cap Fund – Direct Plan
ISIN CODE INF205K01MV6 Overall analysis 3-yr rolling excess returns is in the range of -5-7% and tracking error against benchmarks ...
Invesco India Small Cap Fund – Direct
ISIN INF205K013T3 Overall analysis 1-yr rolling excess returns is 5% and TE range is above 6%; but the funds’ performance ...
Invesco India Small cap Fund Regular Growth
ISIN INF205K011T7 Performance analysis Portfolio analysis ...
