Skip to content

freefincal

Menu
  • Start Here
  • About
  • Robo Advisor
  • Portfolio Tracker
  • Join our investor circle!
  • Search
  • Learn how to manage your portfolio
  • Build Income Streams!
  • Screeners
    • Equity MF screener
    • Debt and Hybrid MF Screeners
    • Stock Screener
    • Index Fund Screener
    • NPS Screener
    • ETF Screener
  • Tools
    • Portfolio Review Tool
    • Tactical Buy/Sell
    • Nifty PE Tool
    • Mutual Portfolio Comparison

Category: mutual fund reviews

This is the archive of all mutual funds reviews

DSP Midcap Fund: SIP Performance Review

Published on July 11, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

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.

Continue reading →

Axis Small Cap Fund: SIP Performance Review

Published on July 4, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

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.

Continue reading →

HDFC Mid-Cap Opportunities Fund: SIP Performance Review

Published on June 30, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

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?

Continue reading →

ICICI Bluechip Fund SIP Performance Review: Time to exit?

Published on June 29, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

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!

Continue reading →

Edelweiss Mid Cap Fund Review: do not ignore past changes to a fund!

Published on June 21, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

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.

Continue reading →

Nippon India Nivesh Lakshya Fund Review: Who should invest?

Published on May 5, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

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.

Continue reading →

ICICI Pru Money Market Fund Review: When & how to use it

Published on March 8, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 3 Comments

This is a review of ICICI Pru Money Market Fund, its portfolio duration and credit style history and a guide on when and how to use it

Continue reading →

SBI Magnum Multicap Fund Review: the quiet performer!

Published on March 1, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

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

Continue reading →

Edelweiss US Technology Equity Fund of Fund: What you need to know

Published on February 25, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

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

Continue reading →

Canara Robeco Equity Hybrid Fund Review: Consistent Track Record!

Published on February 23, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

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.

Continue reading →

Nippon India Small Cap Fund Review: Consistent Performer!

Published on February 16, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

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

Continue reading →

Axis Growth Opportunities Fund vs Parag Parikh Long Term Equity Fund

Published on February 9, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

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

Continue reading →

Mirae Asset Tax Saver Fund vs Axis Long Term Equity Fund

Published on January 19, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

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

Continue reading →

Tata Quant Fund Review: Is AI necessary to beat the market?

Published on January 15, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

In this review of Tata Quant Fund, an open-ended equity scheme following a quant-based investing theme, we ask if artificial intelligence (AI) & machine learning necessary to beat the index/market

Continue reading →

Should I Exit Franklin India Smaller Companies Fund?

Published on January 11, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

Investors in Franklin India Smaller Companies Fund are worried about its recent dip in performance. We evaluate its return and risk with respect to its benchmark to find out what investor should do

Continue reading →

Posts pagination

« Previous 1 … 7 8 9 … 13 Next »
Join 3000+ members and learn how to reach your financial goals like a pro with peace of mind!
Achieve your financial goals regardless of market conditions! Sign up for our lectures on goal-based portfolio management and join our exclusive community. The 1st lecture is free!

Search freefincal for articles + tools

Choose a topic and read all posts!

Build Passive Income!

How to earn one lakh a month passive income?

Passive Income Automation: An Example

How to turn your social media comments into passive income!

Passive income examples that work in more ways than one!

Passive income is a crucial part of your retirement plan: How to get started

Get commission-free professional help!

List of Fee-only Financial Planners More than 1000 community members are working with them!

Recent Posts

  • Should I sell equity and move to Debt to maintain a 50:50 allocation at retirement? October 23, 2025
  • Sebi’s new guidelines for operation of accounts in case of an incapacitated investor October 22, 2025
  • Index fund tracking error screener Oct 2025 October 22, 2025
  • Screen for downside risk with the Ulcer – Freefincal Equity MF Screener Update October 21, 2025
  • How to invest Rs. 10 lakhs in equity mutual funds? October 20, 2025

Robo Advisory Tool!

Create a start-to-finish financial plan with the freefincal robo advisory tool!

Most Popular Content

What we can learn from Petrol, Diesel historical price inflation data

Do not expect returns from mutual fund SIPs! Do this instead!

Do Not Invest Rs. 50,000 in NPS for additional tax saving benefits

Learn More About Us

We do not provide investment advice!

  • Terms of Service
  • Policies and Standards
  • About Freefincal
  • About M Pattabiraman, our Founder, Editor and Primary Author
  • Privacy Policy
  • Site map for users

Contact Freefincal

To get in touch via email, use this contact form.

Note: We do not accept paid/free guest post requests. We do not work with professional content writers or marketing agencies. We do not participate in link exchanges or brand campaigns  Such emails will be discarded.

Address
Bhaskarapuram, Mylapore, Chennai, Tamil Nadu 600004

What our readers and users say!
⭐ ⭐ ⭐ ⭐ ⭐ Our Google My Business Rating is 4.9 stars! Check our reviews!

News Media Presence of M Pattabiraman and freefincal

Explore our resources

  • Plumbline: Handpicked Mutual funds
  • Get our free e-books!
  • Watch Pattabiraman’s Talks

 

Follow Us

  • Google News
  • Twitter @freefincal
  • Facebook
  • RSS Feed
  • Pinterest
  • Feedly
  • Linkedin Company Page
  • Reddit Community
  • WhatsApp Channel

SEBI has published our financial tools!

  • Financial Health Check
  • Calculators

Subscribe to our YouTube channel and explore 1200+ videos on money managment and financial planning.

Join our courses!
Increase your income by getting people to pay for your skills! (700+ members!)

Learn how to manage your portfolio regardless of market conditions! (3000+ members!)

This is our 11Y+ old curated list of SEBI registered Flat Fee-only Financial Planners – 1000+ members of our community work with them.

Search the site