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Friday, January 28, 2022
INVESTING - MUTUAL FUNDS

Should you invest lumpsum at this juncture?

Stagger your investments over 12-18 months through Systematic Transfer Plan.

INVESTING - OTHER ASSET CLASSES

10 Best performing Large Cap ULIPs

Out of the 102 Large Cap ULIPs, 23 Large Cap ULIPs outperformed the S&P BSE 100 TRI in CY 2021.

INVESTING - MUTUAL FUNDS

Fund downgrades of 2021

Read on to find out why these funds were downgraded.

INVESTING - MUTUAL FUNDS

Fund upgrades of 2021

These funds were upgraded by our analysts in 2021.

INVESTING - MUTUAL FUNDS

Best performing funds of 2021

Funds that have outperformed across Large, Mid and Small Cap category.

INVESTING - MUTUAL FUNDS

Gold and Silver rated funds of 2021

One equity fund earned Gold rating while four funds got Silver Rating.

INTERVIEWS

A value fund with a global tilt

d with a global tilt This value fund invests in Indian stocks, the Berkshire Hathaway stock, and four global feeder funds.

INVESTING - OTHER ASSET CLASSES

10 top performing Multi Cap ULIPs

A look at the best performing mid cap ULIPs over a ten-year period.

INVESTING - MUTUAL FUNDS

How many funds should you hold in a portfolio?

Stick to one fund in a category; you don't achieve diversification by holding a lot of funds.

INVESTING - ESG

The Morningstar Sustainable Investing framework

The framework that provides investors of all types a common reference point for understanding its scope and variety.

INVESTING - MUTUAL FUNDS

India's longest tenure equity fund managers

A look at how veteran equity fund managers have performed.

INVESTING - MUTUAL FUNDS

What fund managers are buying in the recent correction

Many funds have tilted exposure to cyclicals to benefit from an economic revival.

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Morningstar Analyst Ratings TM
Gold Rated Funds
3 Funds		 Silver Rated Funds
10 Funds		 bronze Rated Funds
34 Funds
Neutral Rated Funds
83 Funds		 Negative Rated Funds
12 Funds		 Under Review Funds
6 Funds
View all reports

Best Performing Funds

As on 2022-01-28

Industry AUM Movement

Quarterly Average AUM (in Crores); Source: AMFI
Dec-2020
2935558.63
Sep-2020
2730815.28
Change 
204743.35 (7.50%)

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INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA
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