21.11 These are high quality mid cap funds which have outperformed benchmark
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- Marsha Letitia Hudson
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1 Performance Jan-Nov 2016 Midcap Funds 2 years Franklin India Smaller Companies Fund These are high quality mid cap funds which have outperformed benchmark HDFC Midcap Opportunities and peers except SBI Magnum Global Fund. We recommend investors to hold these funds Aug-Dec 2015 June-July 2015 SBI Magnum Global Fund 2.73 Considering the underperformance of the fund, we advised to avoid fresh investment in this fund BSE Midcap S&P BSE SENSEX Income funds 2 years ICICI Prudential Income Plan Birla Sun Life Income Plus UTI Bond Fund CRISIL CompBex Large Cap Funds 2 years Birla Sun Life Frontline Equity Fund ICICI Prudential Focused Bluechip Equity Fund SBI BlueChip Fund S&P BSE SENSEX 5.17 May-15 Short term credit opportunities fund Birla Sun Life Medium Term 2 years Investors should remain invested in Plan credit opportunities fund Franklin India Short Term Income ICICI Prudential Regular Savings Crisil Short term bond index Oct-14-Apr Banking Funds October 14, years -15 ICICI Prudential Banking After having under performed, Reliance Banking Fund banking sector has started UTI banking outperforming. Investors should remain invested in banking funds. S&P BSE BANKEX 3.63
2 S&P BSE SENSEX Sep-14 Small cap funds September 12, years and DSPBR Micro-Cap Fund above Small cap funds have done and are SBI Small & Midcap Fund expected to do well given the high Reliance Small Cap Fund growth that this smaller companies can achieve in an economic upturn. Continue to hold the funds S&P BSE Small-Cap S&P BSE SENSEX 2.91 Jun-14/Jul Midcap Funds Jun- 4; Jul -14; Aug years and - 14/Aug- 14 above ICICI Prudential Value Midcap funds are alpha genrator Discovery Fund and with economic recovery acting IDFC Premier Equity as catalyst for equity markets they HDFC Midcap Opportunities are best placed to deliver high double digit returns Franklin India Smaller companies Nifty Free Float Midcap Apr-14/ May-14 Dynamic Bond Funds Apr 15 ; May 9 1 Year Birla Sunlife Income Plus ICICI Prudential Income Dynamic bond funds are recommended to take advantage of higher duration on positive interest rate outlook. Existing IDFC Dynamic Bond investors may remain invetsed as outlook remian positive Feb-14/ Mar-14 CRISIL CompBex Short term Debt Funds Feb 13; 1-2 Years Mar 6, 2014 ICICI Prudential Banking & Seasonal Play on the Certificate of PSU Debt Fund deposits, short term rates may see Kotak Banking and PSU correction. Investors should exit Debt Fund from these funds and invest in IDFC Banking Debt Fund recommended short term debt funds. Exited on July CRISIL STBEX 31.6 Jan-14 Dynamic Bond Funds January 14, years IDFC Dynamic Bond Fund Dynamic bond funds are recommended Reliance Dynamic Bond to take advantage of yields. Existing Fund investors may remain invetsed as SBI Dynamic Bond Fund outlook remian positive Nov-13/ Dec-13 CRISIL CompBex Short term Debt Funds Nov 12; Dec 6 1 Year Birla Short Term Opportunities ICICI Prudential Regular Savings These are good quality credit funds. Existing funds may remian invested. UTI Short term
3 Sep-13/ Oct-13 Short term Debt Funds Sep11;Oct 10 1 Year Birla Short Term Opportunities ICICI Prudential Regular Savings These are good quality credit funds. Existing funds may remian invested. UTI Short term Aug-13 Dynamic Bond Funds August 6, Year IDFC Dynamic Bond Fund Reliance Dynamic Bond Fund Dynamic bond funds have rewarded the investor and they continue to perform SBI Dynamic Bond Fund take opportunistic bet on duration. Existing investors may remain invested. Crisil Combex Jun-13 Short term Debt Funds Jun 7 ; Jul 5 1 Year Birla Sunlife Medium Term Credit opportunities fund remain ideal for Franklin India Income Opportunities long term debt investment. Existing investors may remain invested except for Franklin India Income Opportunities where portfolio quality is relatively inferior May-13 Short I d term Debt Funds May 9, Year Birla Sunlife Short Term Income Fund Good quality Short term funds with accrual strategy are less volatile and are HDFC High Interest STP better placed. Except Franklin India ST Franklin Short Term Income Fund Income Fund, conservative investors UTI Short term may remain invested Mar-13 Short term Debt Funds Mar -12; Apr- 9 1 Year Birla Sunlife Short Term Income Fund Good quality Short term funds with HDFC High Interest STP accrual strategy are less volatile and are Franklin Short Term Income Fund better placed. Except Franklin India ST Income Fund, conservative investors may remain invested Feb-13 MIP Funds January 14, Years ICICI Prudential MIP Run up in the equity markets led to HDFC MIP LTP gains in the MIP funds. Long term MIP Reliance MIP funds deliver better risk adjusted DSPBR MIP returns. Existing investors may remain invested. Crisil Mipex Jan-13 Technology Funds January 14, Years ICICI Prudential Technology Fund We had booked profit in March. Since than technology stocks have seen DSPBR Technology Fund correction S&P BSE IT S&P BSE Teck 44.07
4 Oct-12/Nov- 12 Dynamic Bond Funds Oct 5; Nov-5 & Dec11 1 Year Dynamic bond funds have rewarded the investor and they continue to perform Reliance Dynamic Bond Fund take opportunistic bet on duration. SBI Dynamic Bond Fund Existing investors may remain invested. Crisil Combex Sep-12 Monthly income plan September 7, Year Birla Sunlife MIP - II Savings 5 Plan Run up in the equity markets led to HDFC MIP LTP gains in the MIP funds. Long term MIP Reliance MIP funds deliver better risk adjusted returns. Existing investors may remain invested. Crisil Mipex Aug-12 Dynamic Bond Funds August 10, Year Dynamic bond funds have rewarded the Reliance Dynamic Bond Fund investor and they continue to perform SBI Dynamic Bond Fund take opportunistic bet on duration. Existing investors may remain invested. Crisil Combex Jul-12 Mid Cap Funds Recoemended fund significantly SBI Emerging Business Fund July 6, years CNX Midcap outperformed the benchmark on account of good stock selection. Booked Profit on lumsum investment in Jan Jun-12 Banking Funds Reliance Banking June 8, Year In the pre election as well as post election rally, banking stocks have delivered super returns. Valuations are relatively cheap currently and therefore investors should hold these funds. NIFTY Bank May-12 Dynamic Bond Funds May 7, Year Birla Sun Life Dynamic Bond Fund ICICI Prudential Income Opportunities Fund Dynamic bond funds remain better placed to capitalise on higher corporate IDFC Dynamic Bond Fund bond yields and trading opportunities in Reliance Dynamic Bond Fund Government securities SBI Dynamic Bond Fund UTI-Dynamic Bond Fund Crisil Combex 56.13
5 Apr-12 Short term Debt Funds April 9, Months Birla Sun Life Dynamic Bond Fund - Retail Plan Shor terms have delivered better risk Templeton India Short Term Income Plan adjusted returns. Exit from Templeton ICICI Prudential Short Term Plan India Short term Income Fund as portfolio quality remain a concern Crisl Short term Mar-12 Capital Protective Fixed Tenur March 12, years Reliance Dual Advantage Fixed Tenure Fund Plan B DSP Blackrock Dual Advantage fund Series 2 #N/A For the tenure the close ended funds delivered more than 50% returns in 3 years Feb-12 Dynamic Bond Funds February 9, Year Birla Sun Life Dynamic Bond Fund ICICI Prudential Income Opportunities Fund Dynamic bond funds delivered the alpha amongst the debts funds.debt funds as IDFC Dynamic Bond Fund a category has delivered double digit Reliance Dynamic Bond Fund returns SBI Dynamic Bond Fund UTI-Dynamic Bond Fund Crisil Combex Dec-11/ Jan -12 Debt Funds December 7, Year Across categories January 6, 2012 NA We had recommended to invest in debt funds across categories as overall yield curve is likely to shift down benefitting funds across categories. Oct-11/ Nov-11 Crisil Comebex Fixed Matuirty Plans October 5, M - 1Yr FMP November 3, %* In October 2011 & Nov 2011, 3M -12M CP/CD rates were hovering in the range of %. Hence FMP portfolio created in those months yielded post expense returns in range of % Aug-11/ Sep-11 Large Cap Funds August 3, 2011 Franklin India Bluechip ICICI Prudential Focused Bluechip BSE Sensex More than 2yrs The fund has the strength to outperform. Continue to hold the funds
6 Oct-11/ Nov-11 Fixed Matuirty Plans October 5, M - 1Yr FMP November 3, % Yieds on CP/CD hovered in that range during that period Jun-11/ Jul-11 Midcap Funds HDFC Midcap opportunites July 6, Yr - 5Yr Mid cap funds have significantly IPru Discovery June 6, outperformed the benchmark primarily IDFC Premiere Equity because of good midcap stock selection DSP Small & Midcap by the fund managers Nifty Free Float Midcap May-11 Gold ETF May 4, 2011 Long term Gold ETF 22.2 Investors were advised to book profit in January Midcap Funds April 6, 2011 IDFC Premier Equity Benchmark: BSE Exited in May CNX Midcap May-11 Fixed Matuirty Plans February 3 & March 4, M - 1Yr Apr-11 FMP % February 2011 and March 2011 saw 3M - 6M CP/CD rates hovering in the range of %. Hence FMP portfolio created in those months yielded post expense returns in range of % Feb-11/ Mar-11 Jan-11 ELSS January 14, yrs HDFC Tax Saver ELSS funds have a three year lock in.post lock in one can redeem the L& Tax Advantage fund (erst while Fidelity Tax advantage) investments. Three years completed ICICI Prudential Tax Plan BSE Did not recommend Fresh Funds considering market volatility Dec-10 Pharma Funds November 2, yrs Pharma sector outperformed Reliance Pharma fund significantly by preventing the fall i d i h b d k
7 BSE Healthcare witnessed in the broader market, precisely our reason for the recommendation. Continue to hold as sector outlook is still positive supported by broader market volatality BSE Sensex Nov-10 Infrastructure Funds October 5, yr Franklin Build India Fund Recommended to Exit funds in August 2012 and switch to diversified funds. Since then fund has underperformed diversified funds Benchmark: S&P CNX Equity Oct-10 FMP September 3, Yr 3 Month - 1 year FMPS 7-8* Yields locked in at % in 3 months to 1 year FMP Oct-10 Midcap Infrastructure/Capital August 6, yr-5yr Sundaram Capex Opportunity Fund Benchmark :BSE Capitla Goods index Sep-10 Did not recommend Fresh Funds considering market volatality Exited as infrastructure stocks were beaten up badly Jun-10 Large Cap Oriented Diversified June 7, yr-5yr Reliance Regular Savings Fund Booked profit in April Aug-10 Equity In three years fund has given decent HDFC Top 200 Fund returns. Book Profit Birla Sun Life Frontline Booked profit June Equity Fund - Plan A Benchmark : BSE Sensex May-10 Infrastructure Funds May 5, yrs Canara robecco infrastructure fund ICICI Prudential Infrastrucuture Fund Reliance Diversified Power Sector Fund Benchmark: BSE Recommended to Exit funds in August 2012 and switch to diversified funds Source :ACE MF, ICICIdirect.com Research
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