This is a performance review of Parag Parikh Long Term Equity Fund. We shall look at its portfolio history and evaluate its trailing return performance (lump sum and SIP).

Motilal Oswal AMC its new fund – Motilal Oswal Multi-Asset Fund – that on the face of it looks like an interesting, exciting idea (like every other NFO). Let us dig deeper to find out more about the investment strategy and who is the fund suitable for.

We evaluate the SIP performance of DSP Midcap Fund with multiple benchmarks.  The fund may not be popular on personal finance forums but it has the second-largest AUM in the midcap fund category with almost Rs. 6500 crores.

We compare the SIP performance of Axis Small Cap Fund with multiple smallcap and midcap indices like Nifty Smallcap 250, Nifty Midcap 150 etc. All total return indices.

We compare the SIP performance of HDFC Mid-Cap Opportunities Fund with midcap indices like Nifty Midcap 50, NIftyty MIdcap 100, NIfty MIdcp 150 and Nifty Next 50 (all total return indices). Is this fund still any good? Is size a problem?

We review the SIP performance of ICICI Bluechip Fund for various durations comparing it with NIfty 50 TRI and Nifty 100 TRI. Older mutual fund investors would appreciate how ICICI Bluechip Fun quickly became popular as the world emerged from the 2008 financial crisis. How things have changed!

This is a review of Edelweiss Mid Cap Fund that hopefully serves to illustrate why investors should not ignore past changes to a fund and need to study past fund factsheets and not go by current star ratings.

Nippon India Nivesh Lakshya Fund is an open-ended long-duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is greater than 7 years. We discuss the nature of this funds portfolio, its investment strategy and who should invest in this fund.

This is a performance review of SBI Magnum Multicap Fund vs Nifty 500 TRI and category peers like HDFC Equity and Kotak Multicap

Interested in the Edelweiss US Technology Equity Fund of Fund? This is what you need to know about the fund

In this week’s fund review, we look at how Canara Robeco Equity Hybrid Fund has fared against its benchmark, Nifty 50 and category peers.

This is a performance review of Nippon India Small Cap Fund. We look at how it has fared against small cap benchmarks and category peers

Axis Growth Opportunities Fund has caught the attention of many investors. Can this be an alternative to Parag Parikh Long Term Equity Fund? Let us find out how these funds differ in investment style

Let us find out how Mirae Asset Tax Saver Fund fares against Axis Long Term Equity Fund in terms of returns and risk