This is a performance review of L&T Midcap fund. Launched in Aug 2004, it has grown to the 6th position in terms of AUM ( ~ 3,700 Crore). Off the cuff, it appears to be a volatile fund since it has fallen by -7% in the last year, but it has still managed to keep […]
Category: mutual fund reviews
This is the archive of all mutual funds reviews at freefincal
ABSL Frontline Equity Fund Review: Performance at low risk!
This is a performance review of ABSL Frontline Equity Fund. We compare the risk and reward of this fund with its benchmark and popular large cap peers. Launched in Aug. 2002, Frontline equity is the largest actively managed large cap fund as on date. Like many of its peers, this too had the freedom to […]
Invesco India Contra Fund Review: Do Contra Funds Work?
Invesco India Contra Fund is a value-oriented contrarian fund launched in April 2007. In this post, we review its performance with its benchmark and category peers. With an AUM of 3000 plus crores, it has moved into the 7th (out of 17) position in the value-oriented funds category. Such funds can frustrate for investors during market […]
Sundaram Mid Cap Fund Review: A consistent performer
This is a performance review of Sundaram Mid Cap Fund (previously Select Mid Cap Fund) one of the most consistent performers in the mid cap fund space. Since its launch in July 2002, it has grown to become to fourth place in terms of AUM (~ 5700 Crores) and is one of the few mid […]
Franklin India Smaller Companies Fund Review: Performance with low volatility
This is a performance review of Franklin India Smaller Companies Fund. They launched the fund as a closed -ended fund mid and small cap fund in Jan 2006 and became open-ended from April 2011. From June 4th 2018, it became a small cap fund in line with SEBI regulations. We compare the risk and reward of […]
SBI Small Cap Fund Review: A solid performer in the small cap segment
A review of SBI Small Cap Fund previously called SBI Small & Midcap fund. The small cap mutual fund space is an adrenalin filled rough ride not suited for many. Spectacular returns in a short time is often followed by extended periods of meagre returns. This segment is most sensitive to AUM increases as the […]
Mirae Emerging Bluechip Fund Review: Why new investors should avoid
This is a review of Mirae Emerging Bluechip Fund and a discussion on why new investors should not consider this fund. This started out as a midcap fund but became a large and midcap fund because of an increase in AUM. They then made this official due to SEBI mutual fund categorization rules. Mirae Emerging […]
