This is a performance review of HDFC Hybrid Equity Fund and its old avatar HDFC Balanced. As we did last week with ICICI Prudential Equity & Debt Fund (ICICI Balanced), we shall use Nifty 100 TRI as the benchmark. We shall also use both ICICI Equity & Debt and ICICI Balanced Advantage as additional benchmarks. The idea…

This is a performance review of ICICI Prudential Equity & Debt Fund (previously called ICICI Balanced) and a comparison with ICICI Prudential Balanced Advantage Fund. Let us find out how these funds have fared against equity benchmarks and discuss when to choose which fund. Let us start with the basics. What is the difference between…

HDFC Mid-Cap Opportunities Fund needs no introduction to most fund investors. This 11+-year-old fund is one of the most consistent performers in the mid-cap category. In spite of its AUM almost doubling in the last couple of years, it has managed to stay afloat comfortably. Will it last? In this detailed performance review, let us…

This is a return vs risk performance review of  Mirae Asset Hybrid Equity Fund (previously known as Mirae Asset Prudence Fund) vs Nifty 100 Equal weight Index. Although looking for consistent performance track record while choosing a mutual fund is the logical and natural way to about things, sometimes you may choose to go with…

The way many investors are reacting to the performance of DSP BlackRock Micro Cap Fund’s “recent performance” is baffling, to say the least, and betrays a lack of method in fund selection, portfolio construction (what is that?) and a lack of understanding of reward and ruin in the equity markets. In this post, I review the…

UTI Opportunities Fund is a fund with a large-cap tilt that can pick stocks from the BSE 100 universe. Launched in Jul 2005, it has recently hit a rough patch and a fund manager change. A look at its performance. Like with all my mutual fund reviews, the focus (at least mine) is on the…

Kotak select focus fund is a multi-cap mutual fund with a mandate to take concentrated sector risk. A discussion on how it has performed. The mutual fund reviews published at freefincal serve as an advertisement of the analytical tools available here. Fund chosen for the review are often chosen at random. Please do not treat this…

A discussion about the investment strategy and performance of PPFAS Long Term Value Fund. The fund was launched in May 2013 when PFFAS decided to shut down its PMS and urged its clients to shift to their lone mutual fund. Disclaimer: I am an NFO investor in the fund. I choose this because I was looking…

Mutual fund reviews at freefincal primarily serve as an advertisement for RIY (review it yourself) with available risk-return analysis tools. This time, let us look at Mirae Asset India Opportunities Fund (MAIOF) – large and mid-cap fund Although MAIOF has the flexibility to invest across “across sectors, themes, styles and market caps”, I think it is…