In this edition of the fund performance report, we look at SBI Equity Hybrid Fund. Launched in Dec 1995, the scheme has assets worth Rs. 50,266 Crores which is the largest among actively managed equity funds. Only SBI LIquid Fund, HDFC Liquid, SBI ETF Nifty and SBI ETF Sensex have higher AUMs as of May…

While preparing this month’s equity mutual fund screener, something caught our eye. ICICI Prudential Equity & Debt Fund gained 19.8% over the last year (trailing 1Y return) compared to only a 6.2% gain by Nifty 100 TRI (as of 3rd June 2022). So we dig deeper and find out how consistently the Fund has performed…

In this edition of the fund profile, we take a look at the Kotak Short Term Bond Fund. We evaluate its portfolio history and discuss when it can be used. According to SEBI, a Short Duration Fund is a fund that invests in debt & money market instruments with Macaulay duration of the portfolio between…

In this edition of the “fund performance report”, we look at  Canara Robeco Flexi Cap Fund. Launched in Sep 2003, the fund has an AUM of about Rs. 7,256 Crores. We shall compare the reward and risk performance consistency of the fund with respect to Nifty 500 TRI and Nifty LargeMidcap 250 TRI. The fund…

In this edition of the “fund performance report”, we look at DSP Midcap Fund. Launched in Nov 2006, the fund has an AUM of about Rs. 13,300 Crores. We shall compare the reward and risk performance consistency of the fund with respect to Nifty Midcap 150 TRI and Nifty Midcap 150 Quality 50 TRI. The…

Starting this week, we will be profiling a debt mutual fund in-depth. This week, we will try and answer a reader’s question: Can we use HDFC Corporate Bond Fund for long term goals? What are corporate bond funds? These funds invest 80% of their portfolio in bonds rated AA+ or better. In the current climate, most…

UTI Nifty Midcap 150 Quality 50 Index Fund is a new offering from UTI tracking the Nifty Midcap 150 Quality 50 Index. DSP has an ETF based on this index launched about three months ago with an AUM of 36 Crores. Now that an index fund option is available, should investors consider this? A discussion….

In this edition of the “fund performance report”, we look at Mirae Asset Hybrid Equity Fund. Launched in July 2015, the fund has an AUM of about Rs. 6,400 Crores. We shall compare the reward and risk performance consistency of the fund with respect to Nifty 100 TRI and CRISIL 65:35 Aggressive Index. Disclaimer: Fund…

In this edition of the “fund performance report”, we look at Axis Bluechip fund. Launched in Jan 2010, the fund has an AUM of about Rs. 34,000 Crores – the highest among actively managed large cap funds. Disclaimer: Fund performance reports present return and risk analysis of a fund with representative benchmarks and not investment…

Axis Nifty Midcap 50 Index fund will track the Nifty Midcap 50 Total Returns Index In this review, we shall find out how this index compares in terms of reward and risk with Nifty Midcap 150 and Nifty Next 50. According to the NSE, “NIFTY Midcap 50 includes top 50 companies based on full market…

The Navi US Total Stock Market Fund of Fund will track the CRSP US Total Market Index by investing 95% to 100% of its assets in either the Vanguard Total Stock Market ETF (VTI) or the Schwab Total Stock Market Index Fund (SWTSX). Assuming the AMC will choose the Vanguard Total Stock Market ETF (VTI) the…

DSP Global Innovation Fund of Fund is an open-ended fund of fund scheme investing in an “Innovation theme” via global mutual funds and ETFs. The AMC claims this will provide the investor with exposure to “companies with innovation theme having potential for higher revenue and earnings growth”. The structure of this fund of fund is…

This week we evaluate the performance of Kotak Flexicap Mutual Fund and find out if its large AUM (Rs. 36.,661 Crores) is affecting its ability to be a flexicap fund and therefore its performance. The market cap allocation history of the fund is shown below. The fund has operated as a large and mid cap…