SBI Focused Equity Fund: Fund Review

SBI Focused Equity Fund is among the top 5 focused funds as ranked by Upwardly. The fund gave 19.32% annualized return since its inception in October 2004. The fund manager, Mr. R Srinivasan, follows a bottom-up approach to select stocks for the portfolio. The fund has only 25 stocks investing across market capitalization and sectors. …

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Parag Parikh Long Term Equity Fund: Fund Review

Last updated on January 28th, 2019Parag Parikh Long Term Equity Fund is diversified equity fund. It is a local fund with a global focus. This is one of only a handful of Indian mutual fund schemes to invest in a basket of Indian and foreign stocks. The fund gave 16.32% return since its inception in …

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SBI Bluechip Fund: Fund Review

Last updated on February 6th, 2019SBI Bluechip Fund is among the top 5 funds in its category. The fund gave 10.48% return since its inception in February 2006. The fund manager, Ms. Sohini Adani, follows a bottom-up approach to stock picking. She invests in stocks that have growth prospects and good valuations. Investors looking at …

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Aditya Birla Sun Life Tax Relief 96 Fund: Fund Review

Last updated on February 6th, 2019Aditya 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 24.29% return since its inception in March 1996. The fund has performed well in the long-run. The manager follows both …

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L&T India Value Fund: Fund Review

Last updated on February 6th, 2019L&T India Value Fund is among the top 3 funds in the category of value funds. The fund gave an annualized return of 14.27% 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 …

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HDFC Small Cap Fund: Fund Review

Last updated on February 6th, 2019HDFC Small Cap Fund is one of the top funds in the category of small-cap funds. The fund gave an annualized return of 13.85% 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 …

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Principal Emerging Bluechip Fund: Fund Review

Last updated on February 4th, 2019Principal Emerging Bluechip Fund is one of the top funds in the large and mid-cap category. The fund gave an annualized return of 24.97% 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 …

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L&T Midcap Fund: Fund Review

Last updated on February 4th, 2019L&T Midcap Fund is one of the top funds in midcap space. The fund gave an annualized return of 19.21% 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 …

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HDFC Midcap Opportunities Fund: Fund Review

Last updated on February 4th, 2019HDFC 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 …

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L&T Emerging Business Fund: Fund Review

Last updated on February 1st, 2019L&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 in 2017. It parks most …

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