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Fund Review

Reliance Equity Opportunities Fund – Impressive Performer
Swapnil Suvarna finds that opportunistic and systematic diversification has yielded superior returns
by Swapnil Aug 9, 2011
UTI Opportunities Fund - Exploiting Opportunities Well
This fund from the UTI stable has identified and exploited opportunities well, finds Swapnil Suvarna
by Swapnil Aug 4, 2011
Religare Mid N Small Cap Fund – Small and nimble performer
In the last one year, the fund has outperformed its benchmark handsomely generating an alpha of 13%. Swapnil Suvarna feels the fund is suitable for aggressive investors looking to capture mid- and small-cap rally over the long term.
by Swapnil Jul 21, 2011
Tata Equity P/E Fund – wait and watch
Swapnil Suvarna finds that Tata Equity P/E Fund has performed decently but is concerned about the changes in fund management.
by Swapnil Jul 12, 2011
SBI Bluechip Fund fails the ‘bluechip’ test
Swapnil Suvarna advises you to stay away from the fund as too many wrong bets have taken a heavy toll on fund performance
by Swapnil Jul 4, 2011
IDFC Premier Equity Fund - Plan A: Good long-term investment for aggressive investors
Based on the fund management’s ability to select quality mid-cap growth stocks, Swapnil Suvarna recommends IDFC Premier Equity Fund
by Swapnil Jun 26, 2011
Birla Sun Life Frontline Equity Fund - Recommended as a good long term investment
Benchmarked against BSE-200, Birla Sun Life Frontline Equity Fund has showed impressive downside protection. Based on the fund performance and its decent exposure to large-cap stocks
by Swapnil Jun 19, 2011
Mirae Asset India Opportunities Fund - Outperforms the benchmark convincingly
Swapnil Suvarna reviews Mirae Asset India Opportunities Fund which has outperformed its benchmark, the BSE-200, since inception. The next big challenge for the fund would be to sustain its credible performance even with an increase in corpus
by Swapnil Jun 14, 2011
Sundaram Select Focus Fund- A good long term investment
Since its launch in 2002, Sundaram Select Focus Fund has outperformed its benchmark, even during the 2008 correction. Swapnil Suvarna recommends the fund as a rewarding long term investment for those willing to overlook short-term aberrations
by Swapnil Jun 5, 2011
ICICI Pru Focused Bluechip Equity - This three year old is an achiever
ICICI Prudential Focused Bluechip Equity Fund has been an impressive performer since its launch in 2008. Swapnil Suvarna feels that the fund’s focused bottom up approach has worked well but advises you to be watchful of the fund’s exposure to derivatives
by Swapnil May 29, 2011
Morgan Stanley Growth Fund - Inconsistent performer
Morgan Stanley Growth Fund, which has been in operation for 17 years, has suffered from inconsistent ance, says Lahar Bhasin. Your investors are better off switching to an index fund rather than staying invested here
by Lahar Bhasin May 25, 2011
Sundaram Select Midcap
Lahar Bhasin recommends Sundaram Select Midcap for its ability to perform consistently across market conditions but advises you to caution your investors about the risk associated with the category
by Lahar Bhasin Apr 26, 2011
Franklin India Flexi Cap - Volatile in short term, outperformer in the long term
Lahar Bhasin recommends Franklin India Flexi Cap as a holding in the portfolio of your long term investors. However, your investors needs to be cautioned about the possible volatility in the short term
by Lahar Bhasin Apr 17, 2011
Unconventional performer
Lahar Bhasin recommends DSP Blackrock Top 100 as a core holding for its consistent long term performance
by Lahar Bhasin Apr 5, 2011
ICICI Prudential Dynamic Plan - recommend in small doses
Lahar Bhasin finds that the fund, true to its name, changes the asset allocation and follows an opportunistic market cap strategy
by Lahar Bhasin Mar 28, 2011