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…

This is a performance review of Canara Robeco Emerging Equities Fund. We compare fund returns and risk with benchmark and large and mid cap peers. Started in March 2005 as a mid cap fund, it changed to a large and mid cap fund in May 2018. Value Research continues to rate it as it probably…

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…

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 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…

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…

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…

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…

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…

This is a review of Motilal Oswal Multicap 35 Fund. This is a multicap fund that seeks to invest in no more than 35 stocks across market cap and sectors. Thanks to its distributor friendly approach and transfer from its PMS arm, the AUM of this less-than-five year old has quickly swelled to 13,000 plus crores….

This is a review of Franklin India Prima Fund: a 25-year-old fund that invests predominantly in mid cap stocks with a mix of value and growth style. Started on Dec 1st 1993, the fund has performed across fund manager changes. R Janakiraman who also manages Franklin Smaller companies has been at the helm since Feb 2008….

This is a performance review of Kotak Standard Multicap Fund, previously known as Kotak Select Focus Fund.  As on date, this fund has consistently outperformed its benchmark in terms of risk and reward. However, the fund has swelled in AUM rapidly and this now has the highest AUM among diversified equity funds (excluding SBI Nifty 50…

This is a performance review of ICICI Prudential Value Discovery Fund, one of the best-known value-oriented funds in the country. The fund has had a poor run in the last few years and has got many of its investors worried. This fund is partly why Sankaran Naren made a name for himself – he was the…