This is a review and portfolio history analysis of Motilal Oswal Dynamic Fund, an open-ended dynamic asset allocation fund based on the Motilal Oswal Value Index to determine equity exposure

Tata Focused Equity Fund is an open-ended equity scheme investing in a maximum of 30 stocks across market caps. We discuss if this is any different or something worth a deeper look

This is a performance review of Tata Mid Cap Growth Fund. The fund has impressed with its performance over the last few years, but why does it have such a low AUM?

This is a review of Axis Multicap Fund which has had an excellent start since inception. However, does it have too much AUM too soon?

This is a performance review of SBI Focused Equity Fund. We show how the portfolio history of the fund should first be considered by investors before comparing past performance

Franklin India Bluechip Fund is the tenth oldest mutual fund in India open for subscription. It is currently rated one star by Value Research, A look at its journey over the years and what current investors should do

Kotak Equity Opportunites Fund is an open-ended large and midcap fund. In this review, we study how consistently the fund has performed when compared with its benchmark and category peers

ICICI Prudential Value Discovery Fund has not outperformed its benchmark, BSE 500 over the last five years. The same is true of Quantum Long Term Equity. Is it time to exit these funds? A report.

Kotak Pioneer Fund is a thematic open-ended mutual fund that aims to invest in domestic & international companies that pioneer change and innovation. Is it a promising pick or is the strategy too vague?

This is a performance review of SBI Bluechip Fund. Started in Feb 2006, it has grown to become one of the biggest large cap funds with 22746.36 Cr as on 30 Sep 2019, much of it in recent years. Does it make sense to invest in this fund anymore or shift to a Nifty 50 index…

This is a review of Franklin India Savings Fund, an open-ended money market mutual fund that invests in bonds of up to one year and aims to lower interest rate fluctuations with low to moderate credit rating risk. This fund can be considered by investors wanting a little more (potential) return than liquid funds without…

This week, let us consider, Axis Focused 25 Fund, study its portfolio history and compare performance with its benchmark and peers. In case you missed out on yesterday review, do check out Franklin India Ultra Short Bond Fund Review: When and how to invest. Also, the October edition of my handpicked mutual funds is now available….

Franklin India Ultra Short Bond Fund is one strange fund, some might even call special! About 80% of its portfolio has a credit rating lower than the highest and yet the fund has somehow managed to escape unscathed from major credit default events. How does it do it? What kind of investors should invest, when…

This is an in-depth performance review of SBI Equity Hybrid Fund. We find out how consistently it has outperformed its benchmark and peers. Known as SBI Magnum Balanced prior to SEBI MF categorization, it is the seventh oldest balanced fund or aggressive hybrid fund and largest with assets of 29,354 Crores. Let us check how the fund…