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Category: mutual fund reviews

This is the archive of all mutual funds reviews

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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Motilal Oswal Dynamic Fund Review: Balancing Returns and Risk

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

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

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Tata Focused Equity Fund Review: Is this any different?

Published on November 28, 2019 / By M. Pattabiraman Twitter: @pattufreefincal

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

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Tata Mid Cap Growth Fund Review: Good performance but why the low AUM?

Published on November 24, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 3 Comments

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?

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Axis Multicap Fund Review: Excellent Start but too much AUM?

Published on November 17, 2019 / By M. Pattabiraman Twitter: @pattufreefincal

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?

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SBI Focused Equity Fund Review: Why portfolio history is important

Published on November 10, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

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

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Franklin India Bluechip Fund has not beaten the Nifty for the last 11 years!

Published on November 6, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

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

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Kotak Equity Opportunites Fund Review: A Steady performer

Published on November 3, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

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

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Is it time to exit ICICI Value Discovery & Quantum Long Term Equity?

Published on October 24, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

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.

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Mirae Asset Hybrid Equity Fund: Good Going but Should You Invest?

Published on October 20, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments
  • Mirae Asset Hybrid Equity Fund has impressively outperformed benchmark and peers in its short history. Do not get carried away by the low expense ratio though! An in-depth look at its nature and portfolio
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    Kotak Pioneer Fund Review: Promising or is it too vague?

    Published on October 18, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

    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?

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    SBI Bluechip Fund Review: Can this outperform Nifty 100?

    Published on October 13, 2019 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

    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…

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