When To Alter Your Mutual Fund Portfolio

Today almost 90% of the Indians are aware of mutual funds; Thanks to “Mutual Fund- Sahi Hai” campaign by Amfi. As a part of investors awareness sessions many amc’s(mutual fund houses)are creating awareness on mutual fund sip’s(Systematic Investment Plans) Because of the interactive sessions conducting by amc’s many retail investors are investing through sip route.Continue reading “When To Alter Your Mutual Fund Portfolio”

SBI Focused Equity Fund Review

SBI Focused Equity Fund is one of the top-most focused fund with long track record. It is a consistent performer witnessing bear and bull phases in its investment journey. Investors who stayed in this fund would earn huge profits. This fund rewards investors who stayed invested in bear phases and continues to hold till theContinue reading “SBI Focused Equity Fund Review”

Quant Tax Plan Fund Review

When a thought comes to tax saving, ELSS(Equity Linked Savings Scheme)will be the first priority to many as it has high return potential along with lowest lock-in of 3 years. ELSS has the capability to deliver superior returns than any other tax saving instrument as they invest in equities(shares)with a little bit risk component inContinue reading “Quant Tax Plan Fund Review”

HDFC Mid-Cap Opportunities Fund Review

HDFC Mid Cap Opportnities is purely a mid cap fund primarily invests in mid sized companies. It experiences 14 years(Till Now)investment journey oof which it came across many bear and bull phases, but still it remains to give 16.70% Positive Returns. HDFC Mid-Cap Opportunities Fund Details- Fund Type- Open Ended Fund Category- Mid Cap FundContinue reading “HDFC Mid-Cap Opportunities Fund Review”

Mirae Asset Hybrid Equity Fund Review

For those who can’t take high risks by allocating all their capital to “Equity”, can consider “Hybrid Equity Funds” as they stabilises both equity and debt component proportionately. Generally Hybrid Funds carries 65% Equity and 35% Debt which manages risk to certain extent. There are few “Aggressive Hybrid Funds” in the market while we areContinue reading “Mirae Asset Hybrid Equity Fund Review”

Kotak Bluechip Fund Review

Kotak Bluechip Fund is one of the oldest “Large Cap” Fund. It was earlier known as “Kotak 50” Fund, but after SEBI’s classification, it was renamed as “Kotak Bluechip” Fund. It primarily invests in Bluechip(Gaint)stocks which has impressive track record. The Fund has more than 22 years of sound track record which has sailed throughContinue reading “Kotak Bluechip Fund Review”

Axis Focused 25 Fund Review

Axis Focused 25 Fund scheme objective- The scheme aims to derive capital appreciation in the long run by investing in a bunch of stocks upto 25(Maximum)stocks. The fund manager has the flexibility to select stocks across all market caps. Axis Focused 25 Fund Details– Launch Date- 1st January,2013(Direct Plan),2012 June 29th(Regular Plan) Benchmark- Nifty 50Continue reading “Axis Focused 25 Fund Review”

Canara Robeco Emerging Equities Fund Review

Canara Robeco is 2nd oldest fund house in India. It has decent funds of which we are discussing about Canara Robeco Emerging Equities- A Large and Midcap Fund which has a long track record. Fund Details– Launch Date– 11th March,2005(Regular Plan), 1st January 2013(Direct Plan) Benchmark– Nifty large midcap 250 total return index Returns sinceContinue reading “Canara Robeco Emerging Equities Fund Review”