This is a performance review of Axis Midcap Fund. We find out how consistently it has performed against its benchmark and peers to find out if one can invest based on recent good performance or give it some more time to perform. Regular readers may recall that last week we had looked at Axis Small Cap…

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…

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…

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…

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…

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…

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…

Axis Bluechip Fund has had an impressive track record. Can this be used as an active large cap fund to beat Nifty at lower risk? Let us find out. This question assumes importance because active large cap funds had struggled to beat large cap benchmarks well before SEBI mandated that 80% of their portfolio consist…

The idea behind Quantum Equity Fund of Funds is fantastic. This is a mutual fund that invests in diversified equity mutual funds (other than Quantum), so instead of worrying about which fund to buy and sell, you can just buy this one fund of fund and let the fund manager do the job for you….

Mirae Asset Midcap Fund is the latest NFO from Mirae Mutual Fund. The fund house has been busy shuffling its funds. First, it made Mirae India Equity fund into Mirae large Cap Fund in March (effective 1st May 2019). Then it announced a multicap NFO Mirae Asset Focused Fund in April 2019 and now a…

This is a performance review of DSP Midcap Fund. This was started as a Small and Midcap when Blackrock was still part of DSP in Nov 2006 and was changed to a Midcap fund in March 2018. This has an impressive Aum of 6000+ Crores. We find out how it has performed with respect to…