Source: Value Research ... mutual fund follows an aggressive style, HDFC and ICICI follow counter cyclical styles,” says Sofat. Continuation of the fund manager is also critical for the continuation of the investment strategy. “IDFC Premier Equity.
Its mutual fund schemes are always in the top quadrant. According to mutual fund analytics company Value Research, ICICI Prudential’s ... In March this year, ICICI Prudential pipped HDFC Mutual Fund to become the biggest AMC in the country, with assets.
Financials added the most value to mutual funds ... director of fund research at Morningstar Investment Adviser India Pvt. Ltd. According to Belpurkar, this was primarily driven by expectation of re emergence of domestic growth, and as bad loan problems.
Srinivas Rao Ravuri: Mr. Ravuri is a B.Com (H)and MBA (Finance).Prior to joining HDFC Mutual Fund in 2004 ... return than an investor in a fund with a higher expense ratio, other things remaining same. Data Source: Value Research India Pvt.
ICICI Prudential Mutual ... every 3.2 years in this fund. ICICI Prudential Banking and Financial Services Fund, which had an asset under management of over Rs 2,400 crore as on July 31, 2017, has been rated five-star by Value Research, which mean on.
Today we shall consider how to create a shortlist from which an equity ... research online and with Morning Star. It is easy to extend this method to other portals. Update: You can now use these tools which get data from Value Research directly: Mutual.
There is more than $150 billion in quant equity public mutual funds ... earnings ratios and earnings growth to select good stocks, while quant equity investors select stocks to get specified exposure to factors such as value and quality.
The style is growth at a reasonable price. The fund filters companies that are growing at about 15-20 per cent, with good cash-flow generation and acceptable return on equity. The fund's three-year CAGR, at 30.3 per cent, and five-year CAGR, at 25 per cent.
If one would have invested Rs 1,000 per month for 5 years, the total investment would have been Rs 60,000 and investment value by now would have been Rs 92,000. Value Research ... Equity Mutual Fund Fund Objective: This mutual fund seeks long term growth.
Drop us a line and our mutual fund experts, Value Research, will do the needful. I am 24, with a net monthly income of Rs 26,000. I would like to invest in Equity ... than growth? Is it wise? I already have a regular income. Apart from HDFC Tax Saver.