Aditya Birla Sun Life Tax Relief 96 Fund: Fund Review

Aditya Birla Sun Life Tax Relief 96 Fund is one of the oldest funds in the ELSS category and an industry veteran with a credible track record. The fund gave 24.49% return since its inception in March 1996. The fund has performed well in the long-run. The manager follows both top-down and bottom-up approach to …

Continue reading

L&T India Value Fund: Fund Review

L&T India Value Fund is among the top 3 funds in the category of value funds. The fund gave an annualized return of 14.89% return since its inception in January 2010. It is suitable for long-term and it is evident in its performance. The fund has performed better than all its peers in the 5-year …

Continue reading

HDFC Small Cap Fund: Fund Review

HDFC Small Cap Fund is one of the top funds in the category of small-cap funds. The fund gave an annualized return of 14.51% return since its inception in April 2008. The fund has been performing well in the short-term despite a market correction. It’s the only fund with a positive return in one year …

Continue reading

Principal Emerging Bluechip Fund: Fund Review

Principal Emerging Bluechip Fund is one of the top funds in the large and mid-cap category. The fund gave an annualized return of 25.75% return since its inception in November 2008. The fund’s performance has beaten its benchmark and category average 60% and 80% of the time respectively since its inception. The fund manager Dhimant …

Continue reading

L&T Midcap Fund: Fund Review

L&T Midcap Fund is one of the top funds in midcap space. The fund gave an annualized return of 19.46% since its inception in August 2004. The fund’s performance has beaten its benchmark and peers consistently. The fund manager S.N. Lahiri is ranked as the best manager in the small and mid-cap space by Morningstar. …

Continue reading

HDFC Midcap Opportunities Fund: Fund Review

HDFC Midcap Opportunities Fund is ranked second in its category of mid-cap funds. The fund manager, Chirag Setalvad is considered one of the best portfolio managers in the small and mid-cap category according to Morningstar. He was with the fund since its inception and has been delivering remarkably consistent performance is a very unpredictable segment. …

Continue reading

L&T Emerging Business Fund: Fund Review

L&T Emerging Business Fund invests in small size companies which have the potential to grow at a much faster rate than established businesses. Though a recent entrant, the fund has been performing remarkably well in the small-cap space. It has also entered the 4-star rating last year. It parks most of its assets in mid-caps …

Continue reading

Motilal Oswal Multicap 35 Fund: Fund Review

MOSt Focused Multicap 35 Fund has been renamed to Motilal Oswal Multicap 35 Fund. It’s a very recent player in the category of multi-cap funds. It has been performing exceptionally well and has also entered the 5-star category with good rankings. The fund follows a focused strategy with almost 80% of its assets parked in …

Continue reading

SBI Magnum Balanced Fund Renamed to SBI Equity Hybrid Fund

  SBI Magnum Balanced fund has been renamed to SBI Equity Hybrid Fund. The fund which was initially Hybrid Equity Oriented fund will now fall under the category of Hybrid-Aggressive fund. Its investment strategy has hardly been changed. The fund managers, R. Srinivasan and Dinesh Ahuja follow the strategy of investing in a diversified portfolio …

Continue reading