dossiers - funds
summary of quantitative analysis for mutual funds
ITI Small Cap Fund – Direct Plan – Growth
ISIN INF00XX01747 Overall analysis 1-yr rolling excess returns has been in negative and TE ranges above 6% but in June ...
ITI Small Cap Fund Regular Growth
ISIN INF00XX0173 Performance analysis The fund had consistent growth over the years. The fund performed well in May 2021, then ...
JM Focused Fund – Direct
ISIN INF192K01BW7 Overall analysis 3-yr rolling excess returns and TE against benchmark have performed excellent in starting with highest return ...
Kotak Focused Equity Fund – Direct Plan
ISIN INF174KA1EN7 Overall analysis 1-yr rolling excess returns and TE against benchmark have been quite neutral; and the funds. The ...
Kotak Small Cap Fund – Direct Plan
ISIN INF174K01KT2 Overall analysis 3-yr rolling excess returns has crossed 10% in december 2020 and it has given higher returns ...
Kotak Small cap Fund- Growth
ISIN INF174K01211 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index ...
L&T Emerging Businesses Fund – Direct Plan
ISIN INF917K01QA1 Overall analysis 3-yr rolling excess returns has crossed 10% in April 2018 and later it came down 7.80% ...
L&T Focused Equity Fund – Direct
ISIN INF917K01A98 Overall analysis 1-yr rolling excess returns and TE against benchmark have been good at starting but then went ...
L&T Midcap Fund – Direct Plan
ISIN CODE INF917K01FZ1 Overall analysis 3-yr rolling excess returns is in the range of -10-8% and tracking error against benchmarks ...
Mirae Asset Midcap Fund – Direct Plan
ISIN CODE INF769K01FA9 Overall analysis 3-yr rolling excess returns is in the range of -1-3% and tracking error against benchmarks ...
Nippon India small cap fund Regular Growth
ISIN INF204K01HY3 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as ...
