Our analysts discuss select funds

In these video interactions, senior fund analysts Himanshu Srivastava and Kavitha Krishnan discuss the funds they analyse and the logic behind each respective rating.
By Morningstar Analysts |  15-02-17 | 
 

A flexi-cap fund worth investing in

  • Fund: Reliance Equity Opportunities
  • Analyst: Himanshu Srivastava
  • Discussion: Why this fund makes for a compelling long-term investment option and why it deserves a coveted ‘Silver’.

A unique fund with a contrarian bent

  • Fund: Reliance Vision
  • Analyst: Kavitha Krishnan
  • Discussion: The portfolio has qualitative bent with a focus on a few meaningful sectors. We look at this unique portfolio and discuss the strategy in detail.

This mid-cap fund gets a Bronze

  • Fund: SBI Magnum Midcap
  • Analyst: Kavitha Krishnan
  • Discussion: Though impressed with the investment process and disciplined approach, the analyst would like to see the processes remain stable over a longer period of time.

The oldest short-term bond fund

  • Fund: Birla Sun Life Short Term Bond Fund
  • Analyst: Kavitha Krishnan
  • Discussion: Various aspects of the fund are discussed and the reasoning behind the ‘Silver’ rating.

A true blue dynamic bond fund

  • Fund: Birla Sun Life Dynamic Bond
  • Analyst: Kavitha Krishnan
  • Discussion: The combination of factors as to why this stands out in its category.

A debt fund for risk-averse investors

  • Fund: HDFC High Interest – Short-Term Plan
  • Analyst: Himanshu Srivastava
  • Discussion: The short-term space on the fixed income side is overcrowded. We look at the traits that differentiate HDFC High Interest – Short-Term Plan from the crowd.
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