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Category: mutual fund reviews

This is the archive of all mutual funds reviews

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.

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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.

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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

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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

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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

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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.

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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

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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

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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

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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

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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

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Axis Triple Advantage Fund Review: one for the watch list!

Published on December 29, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

What kind of a fund is Axis Triple Advantage Fund? How will the fund allocate its assets? When and who can invest in it? We find out in this weeks fund review

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Should I Exit HDFC Mid-Cap Opportunities Fund?

Published on December 28, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

Investors in HDFC Mid-Cap Opportunities 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

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SBI ETF Nifty 50 vs UTI Nifty Index Fund: Which is Better?

Published on December 17, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

This is a comparison of SBI ETF Nifty 50 with UTI Nifty Index Fund. we ask if it automatically makes sense to choose the SBI ETF as its expense ratio is 30% lower? The answer is no!

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Mirae Asset Large Cap Fund Review: Buy or Switch To Index Funds?

Published on December 15, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 3 Comments

This is a performance review of Mirae Asset Large Cap Fund. We find out if it makes sense to choose or keep the faith with this fund or switch to large cap index funds

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