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articles, blog posts about investments, wealth management, communication

Canara Robeco Small Cap Fund - Direct Plan

Canara Robeco Small Cap Fund – Direct Plan

ISIN INF760K01JC6 Overall analysis 3-yr rolling excess returns of the fund is above first quartile and TE against benchmark have ...
/ Equities, Equities small cap
Aditya Birla Sun Life Focused Equity Fund - Direct Plan 

Aditya Birla Sun Life Focused Equity Fund – Direct Plan 

ISIN INF209K01WE3 Overall analysis 3-yr rolling excess returns is low compared to benchmark and first quartile and TE against benchmark ...
/ Equities
Baroda BNP Paribas Large Cap Fund-Direct Plan

Baroda BNP Paribas Large Cap Fund-Direct Plan

ISIN INF209K01BR9 Overall analysis 3-yr rolling excess returns is in the 2-6% range. Tracking error against benchmark have been in ...
/ Asset Classes, Equities, Equities large cap
Bank Of India Bluechip Fund-Direct Plan

Bank Of India Bluechip Fund-Direct Plan

ISIN INF761K01FL3 Overall analysis 1-yr rolling excess returns is in the range of 2-4% and Tracking Error against benchmark has ...
/ Asset Classes, Equities, Equities large cap
Axis Bluechip Fund-Direct Plan

Axis Bluechip Fund-Direct Plan

ISIN INF846K01DP8 Overall analysis 3-yr rolling excess returns is in negative which is not good for the past few years ...
/ Asset Classes, Equities, Equities large cap
Bank of India Small Cap Fund - Direct Plan

Bank of India Small Cap Fund – Direct Plan

 ISIN INF761K01EP7 Overall analysis 3-yr rolling excess returns is above the first quartile and TE of the fund is active ...
/ Equities, Equities small cap
Aditya Birla Sun Life Frontline Equity Fund-Direct Plan

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 ...
/ Equities, Equities large cap
<strong>UTI Small Cap Fund - Direct Plan </strong>

UTI Small Cap Fund – Direct Plan 

ISIN INF789F1AUQ1 Overall analysis 1-yr rolling excess returns of the fund ranges between 2-8% and TE of the fund is ...
/ Equities, Equities small cap
Overview of the Indian mutual fund industry in 2023

Overview of the Indian mutual fund industry in 2023

The asset management industry in India is experiencing brisk growth in assets under management driven by financialisation and expectations for ...
/ Business Issues, Featured
Start researching mutual funds with AMC dossiers

Start researching mutual funds with AMC dossiers

Start researching mutual funds with AMC dossiers Some believe selecting mutual funds is easy. Just look at the short and ...
/ Advisory Process, Featured
50 shades of value investing in India

50 shades of value investing in India

While everyone agrees that value investing is buying a stock for less than its intrinsic value, this is easier said ...
tracking error of indian equity funds

How active and skilled are Indian equity funds?

While retail investors and advisers track various performance-based quantitative parameters such as excess returns and Sharpe ratio on mutual fund ...

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