HSBC Midcap Fund performance review analysis for January
5 days ago

HSBC Midcap Fund performance review analysis for January

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HSBC Midcap Fund Direct Plan Growth performance review analysis for January: HSBC Midcap Fund Direct Plan Growth, managed by the seasoned fund managers Venugopal Manghat,Cheenu Gupta,Sonal Gupta, remains a prominent player in the Mid-Cap. This detailed review of HSBC Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. The performance over the longer durations is mentioned below: Period Mutual Fund Returns NIFTY Midcap 150 Performance Performance Difference 6 Months 3.59% -3.63% 7.22% 1 Year 35.42% 17.62% 17.80% 3 Years 94.36% 73.39% 20.97% 5 Years 212.02% 219.09% -7.07% Top Holdings of the Fund Below is the list of top holdings in the fund: Sector Allocation of the Fund Sector Name Weightage Electronic Instr. Capital Goods 10.89% Investment Services 10.72% Software & Programming 7.36% Electric Utilities 5.25% Construction Services 4.49% Retail 3.85% Audio & Video Equipment 3.64% Aerospace & Defense 3.42% Consumer Financial Services 3.31% Computer Services 3.01% Auto & Truck Parts 2.89% Healthcare Facilities 2.48% Real Estate Operations 2.48% Biotechnology & Drugs 2.39% Regional Banks 2.32% Tobacco 1.93% Hotels & Motels 1.81% Water Transportation 1.56% Paper & Paper Products 1.43% Retail 1.37% Retail 1.32% Recreational Products 1.0% Appliance & Tool 0.48% Beverages 0.38% Misc.

Services Financial Services Fund Ratio Nifty Midcap Performance Analysis Top Holdings Sharpe Ratio Hsbc Midcap Fund Hsbc Midcap  services  sharpe  retail  performance  analysis  nifty  ratio  products  fund  hsbc  midcap  review

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Aditya Birla Sun Life Small Cap Fund performance review analysis for January
14 minutes ago

Aditya Birla Sun Life Small Cap Fund performance review analysis for January

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Aditya Birla Sun Life Small Cap Fund Direct Plan Growth performance review analysis for January: Aditya Birla Sun Life Small Cap Fund Direct Plan Growth, managed by the seasoned fund managers Abhinav Khandelwal,Dhaval Joshi, remains a prominent player in the Small-Cap. Aditya Birla Sun Life Small Cap Fund boasts an impressive AUM of ₹5100.07 crore. This detailed review of Aditya …

PGIM India Flexi Cap Fund performance review analysis for January
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PGIM India Flexi Cap Fund performance review analysis for January

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PGIM India Flexi Cap Fund Direct Growth performance review analysis for January: PGIM India Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Vinay Paharia,Puneet Pal,A. This detailed review of PGIM India Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. Performance …

Union Multicap Fund performance review analysis for January
16 minutes ago

Union Multicap Fund performance review analysis for January

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Union Multicap Fund Direct Growth performance review analysis for January: Union Multicap Fund Direct Growth, managed by the seasoned fund managers Harshad Patwardhan,Sanjay Bembalkar, remains a prominent player in the Multi-Cap. This detailed review of Union Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. …

Mirae Asset Midcap Fund performance review analysis for January
16 minutes ago

Mirae Asset Midcap Fund performance review analysis for January

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Mirae Asset Midcap Fund Direct Growth performance review analysis for January: Mirae Asset Midcap Fund Direct Growth, managed by the seasoned fund managers Ankit Jain, remains a prominent player in the Mid-Cap. This detailed review of Mirae Asset Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio …

Samco Flexi Cap Fund performance review analysis for January
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16 minutes ago

Samco Flexi Cap Fund performance review analysis for January

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Samco Flexi Cap Fund Direct Growth performance review analysis for January: Samco Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Nirali Bhansali,Dhawal Dhanani,Umeshkumar Mehta, remains a prominent player in the Flexi Cap. This detailed review of Samco Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as …

Taurus Discovery (Midcap) Fund performance review analysis for January
16 minutes ago

Taurus Discovery (Midcap) Fund performance review analysis for January

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Taurus Discovery Fund - Direct Plan-Growth Option performance review analysis for January: Taurus Discovery Fund - Direct Plan-Growth Option, managed by the seasoned fund managers Anuj Kapil,Hemanshu Srivastava, remains a prominent player in the Mid-Cap. This detailed review of Taurus Discovery Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as …

HSBC Small Cap Equity Fund performance review analysis for January
16 minutes ago

HSBC Small Cap Equity Fund performance review analysis for January

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HSBC Small Cap Equity Fund Direct Growth performance review analysis for January: HSBC Small Cap Equity Fund Direct Growth, managed by the seasoned fund managers Ankur Arora, remains a prominent player in the Small-Cap. This detailed review of HSBC Small Cap Equity Fund evaluates its recent performance, comparing it to the NIFTY Smallcap 100 index, and analyzes key metrics such …

PGIM India Midcap Opportunities Fund performance review analysis for January
2 days ago

PGIM India Midcap Opportunities Fund performance review analysis for January

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PGIM India Midcap Opportunities Fund Direct Growth performance review analysis for January: PGIM India Midcap Opportunities Fund Direct Growth, managed by the seasoned fund managers Vinay Paharia,Puneet Pal,Utsav Mehta,Vivek Sharma, remains a prominent player in the Mid-Cap. This detailed review of PGIM India Midcap Opportunities Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes …

ICICI Prudential Midcap Fund performance review analysis for January
2 days ago

ICICI Prudential Midcap Fund performance review analysis for January

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ICICI Prudential MidCap Fund Direct Plan Growth performance review analysis for January: ICICI Prudential MidCap Fund Direct Plan Growth, managed by the seasoned fund managers Lalit Kumar,Sharmila D’mello, remains a prominent player in the Mid-Cap. This detailed review of ICICI Prudential Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such …

Sundaram Select Micro Cap Series XVI performance review analysis for January
2 days ago

Sundaram Select Micro Cap Series XVI performance review analysis for January

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Sundaram Select Micro Cap Series XVI Direct Growth performance review analysis for January: Sundaram Select Micro Cap Series XVI Direct Growth, managed by the seasoned fund managers Sudhir Kedia,Rohit Seksaria, remains a prominent player in the Small-Cap. Sundaram Select Micro Cap Series XVI boasts an impressive AUM of ₹136.39 crore. This detailed review of Sundaram Select Micro Cap Series XVI …

ITI Flexi Cap Fund performance review analysis for January
2 days ago

ITI Flexi Cap Fund performance review analysis for January

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ITI Flexi Cap Fund Direct Growth performance review analysis for January: ITI Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Dhimant Shah,Rohan Korde, remains a prominent player in the Flexi Cap. This detailed review of ITI Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe …

Quant Mid Cap Fund performance review analysis for January
2 days ago

Quant Mid Cap Fund performance review analysis for January

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Quant Mid Cap Fund Growth Option Direct Plan performance review analysis for January: Quant Mid Cap Fund Growth Option Direct Plan, managed by the seasoned fund managers Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande, remains a prominent player in the Mid-Cap. This detailed review of Quant Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and …

DSP Flexi Cap Fund performance review analysis for January
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2 days ago

DSP Flexi Cap Fund performance review analysis for January

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DSP Flexi Cap Fund Direct Plan Growth performance review analysis for January: DSP Flexi Cap Fund Direct Plan Growth, managed by the seasoned fund managers Bhavin Gandhi, remains a prominent player in the Flexi Cap. This detailed review of DSP Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as …

BNP Paribas Multi Cap Fund performance review analysis for January
2 days ago

BNP Paribas Multi Cap Fund performance review analysis for January

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BNP Paribas Multi Cap Fund Direct Plan Growth Option performance review analysis for January: BNP Paribas Multi Cap Fund Direct Plan Growth Option, managed by the seasoned fund managers Karthikraj Lakshmanan,Chockalingam Narayanan, remains a prominent player in the Multi-Cap. BNP Paribas Multi Cap Fund boasts an impressive AUM of ₹561.51 crore. This detailed review of BNP Paribas Multi Cap Fund …

Bajaj Finserv Flexi Cap Fund performance review analysis for January
5 days ago

Bajaj Finserv Flexi Cap Fund performance review analysis for January

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Bajaj Finserv Flexi Cap Fund Direct Growth performance review analysis for January: Bajaj Finserv Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Nimesh Chandan,Siddharth Chaudhary,Sorbh Gupta, remains a prominent player in the Flexi Cap. Bajaj Finserv Flexi Cap Fund boasts an impressive AUM of ₹3976.32 crore. This detailed review of Bajaj Finserv Flexi Cap Fund evaluates its …

Tata Mid Cap Growth Fund performance review analysis for January
5 days ago

Tata Mid Cap Growth Fund performance review analysis for January

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Tata Mid Cap Growth Fund Direct Plan Growth performance review analysis for January: Tata Mid Cap Growth Fund Direct Plan Growth, managed by the seasoned fund managers Satish Mishra, remains a prominent player in the Mid-Cap. This detailed review of Tata Mid Cap Growth Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key …

Kotak Small Cap Fund performance review analysis for January
5 days ago

Kotak Small Cap Fund performance review analysis for January

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Kotak Small Cap Direct Growth performance review analysis for January: Kotak Small Cap Direct Growth, managed by the seasoned fund managers Harish Bihani, remains a prominent player in the Small-Cap. This detailed review of Kotak Small Cap Fund evaluates its recent performance, comparing it to the NIFTY Smallcap 100 index, and analyzes key metrics such as sharpe ratio and sectoral …

SBI Multicap Fund performance review analysis for January
5 days ago

SBI Multicap Fund performance review analysis for January

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SBI Multicap Fund Direct Growth performance review analysis for January: SBI Multicap Fund Direct Growth, managed by the seasoned fund managers R. Srinivasan,Saurabh Pant,Pradeep Kesavan, remains a prominent player in the Multi-Cap. This detailed review of SBI Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral …

Nippon India Flexi Cap Fund performance review analysis for January
5 days ago

Nippon India Flexi Cap Fund performance review analysis for January

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Nippon India Flexi Cap Fund Direct Growth performance review analysis for January: Nippon India Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Meenakshi Dawar,Dhrumil Shah,Kinjal Desai,Nikhil Rungta, remains a prominent player in the Flexi Cap. Nippon India Flexi Cap Fund boasts an impressive AUM of ₹8538.68 crore. This detailed review of Nippon India Flexi Cap Fund evaluates …

ICICI Pru Multicap Fund performance review analysis for January
5 days ago

ICICI Pru Multicap Fund performance review analysis for January

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ICICI Prudential Multicap Fund Direct Plan Growth performance review analysis for January: ICICI Prudential Multicap Fund Direct Plan Growth, managed by the seasoned fund managers Sankaran Naren,Anand Sharma,Sharmila D’mello, remains a prominent player in the Multi-Cap. This detailed review of ICICI Pru Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such …

Quant Large and Mid Cap Fund performance review analysis for January
5 days ago

Quant Large and Mid Cap Fund performance review analysis for January

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Quant Large and Mid Cap Fund Growth Option Direct Plan performance review analysis for January: Quant Large and Mid Cap Fund Growth Option Direct Plan, managed by the seasoned fund managers Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande, remains a prominent player in the Large & Mid-Cap. This detailed review of Quant Large and Mid Cap Fund evaluates its recent performance, comparing …

WhiteOak Capital Mid Cap Fund performance review analysis for January
5 days ago

WhiteOak Capital Mid Cap Fund performance review analysis for January

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WhiteOak Capital Mid Cap Fund Direct Growth performance review analysis for January: WhiteOak Capital Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Mid-Cap. This detailed review of WhiteOak Capital Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and …

PGIM India Midcap Opportunities Fund performance review analysis for January
5 days ago

PGIM India Midcap Opportunities Fund performance review analysis for January

Live Mint  

PGIM India Midcap Opportunities Fund Direct Growth performance review analysis for January: PGIM India Midcap Opportunities Fund Direct Growth, managed by the seasoned fund managers Vinay Paharia,Puneet Pal,Utsav Mehta,Vivek Sharma, remains a prominent player in the Mid-Cap. This detailed review of PGIM India Midcap Opportunities Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes …

HSBC Value Fund performance review analysis for January
5 days ago

HSBC Value Fund performance review analysis for January

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HSBC Value Fund Direct Plan Growth Option performance review analysis for January: HSBC Value Fund Direct Plan Growth Option, managed by the seasoned fund managers Venugopal Manghat,Gautam Bhupal,Sonal Gupta, remains a prominent player in the Value. This detailed review of HSBC Value Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as …

SBI Flexicap Fund performance review analysis for January
5 days ago

SBI Flexicap Fund performance review analysis for January

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SBI Flexicap Fund Direct Growth performance review analysis for January: SBI Flexicap Fund Direct Growth, managed by the seasoned fund managers R. Srinivasan,Pradeep Kesavan, remains a prominent player in the Flexi Cap. This detailed review of SBI Flexicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral …

Sundaram Select Micro Cap Series XIV performance review analysis for January
5 days ago

Sundaram Select Micro Cap Series XIV performance review analysis for January

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Sundaram Select Micro Cap Series XIV Direct Growth performance review analysis for January: Sundaram Select Micro Cap Series XIV Direct Growth, managed by the seasoned fund managers Sudhir Kedia,Rohit Seksaria, remains a prominent player in the Small-Cap. Sundaram Select Micro Cap Series XIV boasts an impressive AUM of ₹216.07 crore. This detailed review of Sundaram Select Micro Cap Series XIV …

Axis Small Cap Fund performance review analysis for January
5 days ago

Axis Small Cap Fund performance review analysis for January

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Axis Small Cap Fund Direct Growth performance review analysis for January: Axis Small Cap Fund Direct Growth, managed by the seasoned fund managers Tejas Sheth,Mayank Hyanki,Krishnaa N, remains a prominent player in the Small-Cap. This detailed review of Axis Small Cap Fund evaluates its recent performance, comparing it to the NIFTY Smallcap 100 index, and analyzes key metrics such as …

Bajaj Finserv Large and Mid Cap Fund performance review analysis for January
5 days ago

Bajaj Finserv Large and Mid Cap Fund performance review analysis for January

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Bajaj Finserv Large and Mid Cap Fund Direct Growth performance review analysis for January: Bajaj Finserv Large and Mid Cap Fund Direct Growth, managed by the seasoned fund managers Nimesh Chandan,Siddharth Chaudhary,Sorbh Gupta, remains a prominent player in the Large & Mid-Cap. Bajaj Finserv Large and Mid Cap Fund boasts an impressive AUM of ₹1641.04 crore. The fund manager may …

Best Mutual Funds: These equity schemes across market cap gave highest returns in the past 1 year. Do you own any?
2 weeks, 3 days ago

Best Mutual Funds: These equity schemes across market cap gave highest returns in the past 1 year. Do you own any?

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Before you invest in a mutual fund, it is natural to evaluate its past returns and compare the same with its peers in the same category. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 21.85 684.51 Nippon India Large Cap Fund 19.75 35,779.52 Invesco India Largecap Fund 21.00 1,319.26 Baroda BNP Paribas Large Cap Fund 21.35 2,421.62 DSP …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
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Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

Live Mint  

If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

HDFC Nifty Midcap 150 Index Fund performance review analysis for December
1 month ago

HDFC Nifty Midcap 150 Index Fund performance review analysis for December

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HDFC NIFTY Midcap 150 Index Fund Direct Growth performance review analysis for December: HDFC NIFTY Midcap 150 Index Fund Direct Growth, managed by the seasoned fund managers Arun Agarwal,Nirman Morakhia, remains a prominent player in the Index Funds. HDFC Nifty Midcap 150 Index Fund boasts an impressive AUM of ₹246.47 crore. Performance Analysis: Over the past week, HDFC Nifty Midcap …

LIC MF Midcap Fund performance review analysis for December
1 month ago

LIC MF Midcap Fund performance review analysis for December

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LIC MF Midcap Fund Direct Growth performance review analysis for December: LIC MF Midcap Fund Direct Growth, managed by the seasoned fund managers Karan Doshi,Dikshit Mittal, remains a prominent player in the Mid-Cap. Under the guidance of Karan Doshi,Dikshit Mittal, the fund adheres to its objective of the objective of the scheme is to provide investors with the opportunities for …

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years
1 year, 2 months ago

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years

Live Mint  

With so many mutual fund houses launching new fund offers every month and the old ones plying in the market to create wealth, many old and new investors are eager to know which of them can help them create wealth. Large-cap funds 10-year returns Nippon India Large Cap Fund 17.94 Mirae Asset Large Cap Fund 17.77 SBI Blue Chip Fund …

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year
1 year, 3 months ago

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year

Live Mint  

Small-cap mutual funds have given stellar returns to investors in the last year. With a gain of 42.46 per cent, Quant Smallcap Fund Dir emerged as the top gainer. It was followed by HDFC Smallcap Dir and Franklin India Smaller Companies Fund as per data available on Value Research. 10 small-cap funds delivered the best return in one year Quant …

Motilal MF’s new micro-cap index fund tests the limits
1 year, 6 months ago

Motilal MF’s new micro-cap index fund tests the limits

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Motilal Oswal Mutual Fund recently introduced India’s first passive micro-cap index fund—Motilal Oswal Nifty Microcap 250 Index Fund. Funds in India Currently, while there are no open-ended equity mutual funds in India specifically focusing on micro-cap stocks, note that the existing small-cap funds have about 10% to 45% exposure to stocks ranked beyond NSE 500 depending on the fund we …

Midcap index outshines benchmarks while Nifty pauses near all-time high
1 year, 7 months ago

Midcap index outshines benchmarks while Nifty pauses near all-time high

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The Indian benchmark index Nifty is just 1.5% shy away from its all-time high level of 18,887.60 it hit in December 2022. The Nifty Midcap 100 index already hit its all-time high along with the Nifty Bank. The Nifty Midcap 100 index has risen more than 10% in three months. On the technical front, the Nifty Midcap 100 index is …

New Fund Offer: HSBC Mutual Fund Launches Multi Cap Fund. Check Details
2 years ago

New Fund Offer: HSBC Mutual Fund Launches Multi Cap Fund. Check Details

ABP News  

HSBC Mutual Fund launched Multi Cap Fund, an open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks on Monday. With one fund, investors get three benefits: Large caps offer lower probability of negative returns or limit downside within equities over the long term, mid caps have more potential of delivering high growth and small caps offer more probability of …

3 high-rated mid-cap funds given over 30% SIP returns in 3 years
2 years, 6 months ago

3 high-rated mid-cap funds given over 30% SIP returns in 3 years

Live Mint  

The month of June saw a lot of market volatility and a downward trend. SBI Magnum Mid Cap Fund's assets under management as of June 30, 2022 were around ₹6,891.23 Crores, while the fund's net asset value was ₹147.16 as of 7th July 2022. As of June 30, 2022, the PGIM India Midcap Opportunities Fund had assets under management of …

HDFC Mid-Cap Opportunities is largest mid-cap mutual fund. How it invests
4 years, 5 months ago

HDFC Mid-Cap Opportunities is largest mid-cap mutual fund. How it invests

Live Mint  

HDFC Mid-Cap Opportunites Fund managing assets worth ₹20,544 crore is the largest scheme in the mid cap mutual fund category. HDFC Mid-Cap Opportunities Fund's top five holdings include Balkrishna Industries, Aarti Industries, Ipca Laboratories, Cholamandalam Investment & Finance and Trent. The biggest mid cap mutual fund scheme has 13.67% of its portfolio invested in auto ancilliaries, 12% in pharma sector, …

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