Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Religare Invesco Mid N Small Cap Fund - Invest Online

Download Tax Saving Mutual Fund Application Forms

Invest In Tax Saving Mutual Funds Online

Buy Gold Mutual Funds

Leave a missed Call on

94 8300 8300

 

Religare Invesco Mid N Small Cap Fund

It is one of the most promising mid-cap funds from the recent crop, which impresses through its unconventional stock choices and consistency of performance since its launch six years ago. Flagged off in the stormy markets of March 2008, this fund has beaten stalwarts in the mid-cap category both over the last 3- and 5-years, with annualized returns of 21.8 and 28.3 per cent respectively. Holding steady at a 4-star slot for three years, the fund has earned a 5-star rating in the first quarter of this year.

The fund mainly selects its stocks from the CNX Midcap and BSE 200 indices adopting a bottom-up approach. While this may appear to be a limited universe, this fund house researches a fairly large number of stocks, with its research universe at 288 stocks.

The fund strays a good deal off the beaten track in its stock selection, relying to a great extent on filtering stocks by quantitative parameters, with a return on capital of over 15 per cent being a minimum bar. Explains, Vinay Paharia, fund manager; "We emphasise more on historical performance and less on forecasts. Of course we do look at the future if we think that the future is going to be materially different than the past and there is potential for change." The portfolio strategy tilts mainly towards growth stocks with limited evidence of bargain-hunting. Parameters that help it distinguish the quality of management are those such as related party transactions, accounting policies and level of disclosures in annual reports.

The fund consistently posts returns that are ahead or substantially outperforming the benchmark over different time frames. An ability to contain losses very well during the downturns of 2008, 2011 and 2013, has stood this fund's long term record in good stead. The fund has cumulatively outpaced its benchmark by a whopping 15.5 per cent CAGR over 5 years and 10.4 per cent over 3 years, one of the highest among peers. The 51 per cent return in the last one year signals this fund's active participation in the market rally.

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

Leave a missed Call on 94 8300 8300

Leave your comment with mail ID and we will answer them

OR

You can write back to us at

PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

Download Mutual Any Fund Application Forms

---------------------------------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Franklin India Bluechip
      4. ICICI Prudential Top 100 Fund

B. Large and Midcap Funds Invest Online

      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
      4. Birla Sun Life Front Line Equity Fund
      5. Franklin India Prima

C. Mid and SmallCap Funds Invest Online

      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
      5. Birla Sun Life Dividend Yield Plus
      6. SBI Emerging Businesses Fund
      7. HDFC Mid-Cap Opportunities Fund
      8. ICICI Prudential Discovery Fund

D. Small and MicroCap Funds Invest Online

      1. DSP BlackRock MicroCap Fund
      2. Franklin India Smaller Companies

E. Sector Funds Invest Online

      1. Reliance Banking Fund
      2. Reliance Banking Fund
      3. ICICI Prudential Banking and Financial Services Fund

F. Tax Saver Mutual Funds Invest Online

1. ICICI Prudential Tax Plan

2. HDFC Taxsaver

      1. DSP BlackRock Tax Saver Fund
      2. Reliance Tax Saver (ELSS) Fund

G. Gold Mutual Funds Invest Online

      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund
      4. Birla Sun Life Gold

H. International funds Invest Online

1. Birla Sun Life International Equity Plan A

2. DSP BlackRock US Flexible Equity

3. FT India Feeder Franklin US Opportunities

4. ICICI Prudential US Bluechip Equity

5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

0 comments:



Post a Comment


Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Popular Posts

Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications