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…

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…