This is the archive of all mutual funds reviews at freefincal by M. Pattabiraman Follow @freefincal
This is a review of Axis Small Cap Fund that has recently caught the attention of mutual fund investors. At the time of writing, it is the only fund with a positive one-year trailing return. So immediately investors would like to know if this is worth investing in. How did this fund manage to fall…
Continue reading →This week let us take review the performance of HDFC Equity Fund. Currently labelled as a multicap mutual fund with assets of 21,622 Crores, the fund has a long and rich history including frustrating investors with long periods of underperformance. However, the fund seems to have recovered a bit when the last 1-3 year window…
Continue reading →Axis Long Term Equity Fund was the darling of first-time mutual fund tax savers a couple of years ago. Has its performance slipped? Is this because of its large AUM? Can existing investors continue? Can new investors consider this for tax saving under section 80C? Let us find out by checking how consistent the fund…
Continue reading →Motilal Oswal Nifty Bank Index Fund will be India’s first bank index fund*. The scheme will track the Nifty Bank index. This has 12 of the most liquid and large Indian Banking stocks weighted as per free-float market capitalization. Should an investor consider this bank index fund? If so, when and how? Can this be…
Continue reading →The third of the four new index funds from Motilal Oswal is one that will replicate and track the Nifty Smallcap 250 Index. Motilal Oswal Nifty Smallcap 250 Index Fund will be India’s 1st small cap fund. The Nifty Small Cap 250 index is the bottom half of the NIfty 500. Let us find out…
Continue reading →Motilal Oswal Nifty Midcap 150 Index Fund opens for investment from Aug 19th. It is India’s second midcap Index fund. Principal AMC ran an index that tracked the Nifty Midcap 100 Index from May 2014 to June 2017*. In this article let us compare the performance of Nifty Midcap 150 with active mid cap funds…
Continue reading →Here is why you should avoid Motilal Oswal Nifty 500 Fund and stick to established Nifty 50 index funds. It is a pity that people assume that by buying 500 stocks they are actually buying the whole market and will something extra compared to large cap index fund tracking the Nifty 50 or the Sensex….
Continue reading →ICICI AMC is busy pushing its ICICI Prudential Asset Allocator Fund down the throats of any investor gullible enough to take their “advisor” seriously. Why? Probably because the AMC sees this as an opportunity to secure AUM from investors scared of “current market scenario” by pushing a product that “invest in the right asset at…
Continue reading →This week, we take a look at ICICI Prudential Large & Mid Cap Fund and ask if this can be used a single-portfolio fund. How well did it do in the past and if its makeover due to the SEBI categorization rules will be effective in future? New readers can explore the full archive of…
Continue reading →DSP Small Cap Fund (previously known as DSP Micro Cap Fund) was the darling of mutual funds after the Indian market “recovered” in later 2014. I last reviewed the fund in Aug 2017. Time for a re-look again as investors are worried about its recent performance. The fact that is among the six consistent Small…
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