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…

This is a performance review of L&T Emerging Businesses Fund a small cap fund. We compare how it has fared against its benchmark and peers. Launched in May 2014, this will invest in “Emerging companies” defined as an early stage business that has the potential to grow at a faster rate than established companies. Currently…

SBI Magnum Constant Maturity Fund can be considered for the debt part of the portfolio to be used for long term goals nearly free of credit risk (as per current scheme rules). The fund will invest at least 80% of its portfolio in central and state government bonds with a maturity of about 10 years….

This is a performance review of Tata Equity PE Fund. We find out how consistently it has beat its benchmark and fares against peers in the category. Tata Equity PE fund is a value-oriented fund that tries to buy “good stocks at cheap valuations”. To achieve this, the fund uses several quantitative and qualitative factors…

This is a performance review of Franklin India Focused Equity Fund a focused multicap fund that invests in high growth stocks. It was earlier known as Franklin India High Growth Companies Fund. After the SEBI categorization rules, it became a focused fund that can invest in a maximum of 30 stocks in the multi-cap space….

This is a performance of Aditya Birla Sun Life Tax Relief 96 Fund, an ELSS mutual fund that qualifies for tax saving under section 80 C. In Jan 2019, I had featured this as one among the seven consistent ELSS performers.  Let us take an in-depth look at its performance. Started in 1996 as a…

If you explore the list of multicap mutual funds, something strange might catch your eye.  ICICI Prudential Multicap Fund started in October 1994 has only an AUM of about 3600 Crores. Let us find out how this fund has performed keeping in mind its evolution over time. ICICI Prudential Multicap Fund: History Some mutual funds…

This is a review of ICICI Prudential Multi-Asset Fund. We explain why the low volatility of this fund makes it a good choice for new investors. Prior to the SEBI categorization rules kicked in, this was known as ICICI Dynamic Plan fund. This was classified by the AMC as an “open-ended diversified flexi-cap opportunities fund”….

This week, let us look at Kotak Emerging Equity Scheme a mid cap scheme launched in March 2007 with a current AUM of about 4000 Crores (7th the mid cap segment). If someone from Kotak AMC is reading this, please recognise that your website is badly broken. I cannot get to this schemes page, cannot…

Mirae Asset Focused Fund will invest in 30 stocks across all market caps. The NFO opened on April 23 and will remain open until 7th May and then re-open for continuous purchase on 15th May. We discuss if this will make a difference in the already crowded focused/multicap space. Many feel that this fund launch…

This week, let us have a look at Aditya Birla Sun Life Equity Fund (ABSL Equity), find out how consistently it has fared in terms of risk and reward against its benchmark and peers. This is a multicap fund with not much change due to the SEBI categorization rules. It explicitly stated its objective as…

Come September 2019, Franklin India Equity Fund (previously called Franklin Prima Plus) would complete 25 years – the 3rd such fund from the AMC (along Bluechip, Prima). In this performance review, we take a look at how Franklin India Equity Fund (FIEF) has fared against its benchmarks. Product Positioning: From June 2018, the fund was…

MNC mutual funds invest a major portion of their portfolio in multinational corporations (MNCs). Since MNCs typically run efficient businesses, they are good picks in an individuals stock portfolio. However, does it make sense to invest in a mutual fund that predominantly in MNC stocks? Let us find out. There are three mutual funds with…

This is a review of HDFC Small Cap Fund. Currently rated 5 stars by Value Research (hence the interest among readers to know more), the fund fell the least since Jan 2018 when the small cap index went south. However, there is more to the fund than that meets the eye. I write this article…