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Friday, January 24, 2020

4 Large & Mid Cap funds to consider

Morningstar's analysts revisited four funds and assigned Silver, Bronze and Neutral ratings.

Nippon India Vision gets a Neutral rating

The fund saw a change in its mandate as well as leadership, and we think that the strategy is still coming together.

A look at 3 equity funds from SBI Mutual Fund

The funds managed by Sohini Andani and Saurabh Pant received Bronze and Neutral ratings.

UTI Equity Fund upgraded to Bronze

UTI Equity Fund, launched in 1992, is one of the oldest funds in the Indian mutual fund industry.

The best equity fund managers

ET Wealth teams up with Morningstar India to bring you its comprehensive annual study of the best equity fund managers.

Return as on 31/12/2019

Equity
Balanced
Fixed Income
Money Market

Fund Name	Rating As On	1 Yr Ret %
Tata Banking & Financial Services Fund Direct Dividend Reinvestment	31/12/2019	27.65304
Tata Banking & Financial Services Fund Direct Growth	31/12/2019	27.65304
Tata Banking & Financial Services Fund Direct Dividend Payout	31/12/2019	27.65304
Invesco India Financial Services Fund - Direct Plan - Growth	31/12/2019	22.97673
SBI Banking & Financial Services Direct Growth	31/12/2019	21.95071

More...

Fund Name	Rating As On	1 Yr Ret %
Kotak Equity Hybrid Direct Growth	31/12/2019	15.54022
DSP Equity & Bond Fund - Direct Plan - Growth	31/12/2019	15.33601
SBI Equity Hybrid Fund Direct Growth	31/12/2019	14.23982
SBI Equity Hybrid Fund Direct Dividend Payout	31/12/2019	14.15440
SBI Equity Hybrid Fund Direct Dividend Reinvestment	31/12/2019	14.15440

More...

Fund Name	Rating As On	1 Yr Ret %
Edelweiss Banking and PSU Debt Fund Regular Dividend Payout	31/12/2019	18.79259
Edelweiss Banking and PSU Debt Fund Regular Dividend Reinvestment	31/12/2019	18.79259
IDFC Government Securities Fund - Constant Maturity Plan Direct Plan - Growth	31/12/2019	14.29591
IDFC Government Securities Fund - Constant Maturity Plan Direct Plan Periodic Dividend Payout	31/12/2019	14.29479
IDFC Government Securities Fund - Constant Maturity Plan Direct Plan Periodic Dividend Reinvestment	31/12/2019	14.29479

More...

Fund Name	Rating As On	1 Yr Ret %
Quant Liquid Plan Growth	31/03/2013	7.09948
Franklin India Liquid-Super Institutional Plan - Growth	31/03/2013	6.88207
PGIM India Insta Cash Fund Growth	31/03/2013	6.72927
Nippon India Liquid Fund Growth	31/03/2013	6.70482
Aditya Birla Sun Life Liquid Regular Plan Growth	31/03/2013	6.69417

More...

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Market News

Sundaram: Change in fund managers

Nov 20
Dividend Announcements

Nov 20
Dividend Announcements

Nov 18
IDBI MF: Appointment of Director

Nov 06
IDBI MF: Change in benchmark

Nov 06

Mutual Fund Basics

List of AMCs on StAR MF

Aditya Birla Mutual Fund	Franklin Templeton Mutual Fund	Invesco Mutual Fund	Motilal Mutual Fund	SBI Mutual Fund
Axis Mutual Fund	HDFC Mutual Fund	ITI MUTUAL FUND	PGIM Mutual Fund	Shriram Mutual Fund
Baroda Mutual Fund	HSBC Mutual Fund	JM Financial Mutual Fund	PPFAS Mutual Fund	Sundaram Mutual Fund
BNP Paribas Mutual Fund	ICICI Mutual Fund	Kotak Mutual Fund	Principal Mutual Fund	Tata Mutual Fund
BOI AXA Mutual Fund	IDBI Mutual Fund	LIC Mutual Fund	QUANT MUTUAL FUND	Taurus Mutual Fund
Canara Robeco Mutual Fund	IDFC Mutual Fund	L&T Mutual Fund	Quantum Mutual Fund	Union Mutual Fund
DSP Mutual Fund	IIFL Mutual Fund	MAHINDRA MUTUAL FUND	Nippon India Mutual Fund	UTI Mutual Fund
Edelweiss Mutual Fund	INDIABULLS MUTUAL FUND	Mirae Mutual Fund	Sahara Mutual Fund	YES MUTUAL FUND
Essel Mutual Fund

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