Friday, December 13, 2019

When investors assemble lineups for their portfolio, they must be cognizant of potential pitfalls that could trip them up down the road.

Our analysts revisited four funds and assigned Silver, Bronze and Neutral ratings.

No Gold or Silver ratings for Bluechip, Large & Midcap and Focused Equity.

The aim is to make the rating methodology more systematic and dial up the impact of expense ratios.

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

Launched in 1992, it is one of the oldest funds in the Indian mutual fund industry.

What is CR, Yield, YTM, Modified Duration and Weighted Average Maturity?

Arvind Subramanian, Fund Manager - Fixed Income, IDFC AMC, notes that the rise in portfolio YTMs is especially stark given the drop in AAA yields in recent months.

Our analyst rates Mid Cap, Diversified Equity and Select Focus.

Best Performing Funds

As on 2019-12-12

Industry AUM Movement

Quarterly Average AUM (in Crores); Source: AMFI
Sep-2019
2543576.38
Jun-2019
2551774.49
Change 
-8198.11 (-0.32%)

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