dossiers - funds
summary of quantitative analysis for mutual funds
Aditya Birla Sun Life Flexi Cap Fund – Direct
INF209K01XX1 Overall analysis The 3-yr rolling excess return tracking error against benchmark has been normal overall. The fund was good ...
Aditya Birla Sun Life Flexi Cap Fund Growth
ISIN – INF209K01AJ8 Performance Analysis The fund has been underperforming during the latter part of 2021. Aditya Birla has been ...
Aditya Birla Sun Life Frontline Equity
ISIN INF209K01WN4 Overall analysis 3-yr rolling excess returns has been in negative from december 2019 and TE ranges between 4-6% ...
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 ...
Aditya Birla Sun Life Government Securities Fund – Direct Plan
ISIN INF209K01XP7 Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around ...
Aditya Birla Sun Life Midcap Fund – Direct Plan
ISIN CODE INF209K01Q30 Overall analysis 3-yr rolling excess returns is in the range of -5-6% and tracking error against benchmarks ...
Aditya Birla Sun Life Midcap Fund – Direct Plan – Growth
INF209K01Q30 Performance analysis Portfolio analysis Disclaimer - Prepared by interns using data from Crisil Fund Analyser, this report is for ...
Aditya Birla Sun Life Midcap Fund – Regular Plan – Growth
INF209K01363 Performance analysis Portfolio analysis Disclaimer - Prepared by interns using data from Crisil Fund Analyser, this report is for ...
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 ...
Aditya Birla Sun Life Pure Value Fund – Direct Plan
ISIN INF209K01WQ7 Overall analysis The 3Y rolling returns chart shows that the fund has beaten the benchmark but the long ...
Aditya birla sun life regular savings fund direct plan growth
Rolling returns in quartiles The 3-year excess rolling returns are below the zero mark (ranging from 0 to -2%) across ...
Axis Balanced Advantage Fund – Direct Plan
ISIN Performance analysis Rolling returns in quartiles The 3-year rolling excess median return has gradually come down from around 4% ...
