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Stock Analysis, IPO, Mutual Funds, Bonds & More

Historical data points out that when inflows in mutual funds rise after a period of stagnant inflows or outflows, a large part of the money finds its way in small cap funds.

In the past five-year and ten-year periods, the scheme has given 13 per cent and 12 per cent returns.

The scheme enjoys a much higher alpha than the average alpha of the category.

Inflows into mid-cap focused mutual funds are likely to revive in the coming months after the formation of a stable government at the centre.

L&T Infrastructure Fund: Fund review

The return of the BJP-led NDA government is expected to give an additional thrust to infrastructure development.

In the past three-year and five-year periods the scheme has given 12% and 17% returns, respectively.

L&T India Value Fund is one of the most consistent performer in its category and investors can invest with a minimum time horizon of five years.

The scheme tops the list of best performing large-cap schemes for the past three-year and five-year periods, delivering returns of 18% and 20% respectively.

In the past three- and five-year periods, it has given 16% and 19% returns while its peers logged 12% and 15% returns during the same periods, respectively.

Aditya Birla Sun Life India GenNext Fund: Fund Review

In the past four quarters, consumer-focused companies have successfully met earnings estimates while most companies in several key sectors have failed to meet analyst targets.

In the past five- and 10-year periods, the scheme has given 17.4% and 13.2% returns, while its category has given 12% and 11.3 %, respectively, in the same period.

The portfolio of the scheme is well-diversified which to a large extent reduces risks associated with concentrated exposure.

Most mutual fund advisors ask their clients to link their investments in tax-saving mutual funds or ELSS funds to a long-term financial goal.

There are three aspects of the scheme which makes it a distinguished performer in the category.

L&T Midcap Fund: Mutual fund review

The scheme is a consistent performer despite being in a highly volatile category of mid-sized companies.

Aditya Birla MNC scheme has been in existence for close to 25 years.

The net asset value of Franklin India Prima Fund-Growth (Direct Plan) went past the 1,000 mark to end at 1,006.

After the IL& FS crisis, investors have been cautious about debt schemes.

The month of March is that time of the year when one takes stock of tax-saving investments under Section 80C of the Income Tax Act.

ICICI Prudential Multicap Fund: Fund Review

With a 10-year return of 17.52%, the fund has outperformed the benchmark index (16.21%) and mirrors the category average (17.36%).

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