Value Research Online

We downgrade this large & mid cap fund to Hold

Wed, 07 May 2025 18:39:39 +0530

Mirae Asset Large & Mid Cap Fund has underperformed in recent years, leading to a downgrade from 'Best Buy' to 'Hold' despite its strong historical record.

New multi-cap fund recommendation

Wed, 07 May 2025 18:35:47 +0530

Nippon India Multi Cap Fund is a top performer with a high-conviction strategy, delivering significant alpha and leading the multi-cap category since 2021.

New large & mid cap fund recommendation!

Wed, 07 May 2025 18:28:02 +0530

ICICI Pru Large & Mid Cap Fund has made a strong comeback with a value-driven approach and sustained outperformance, making it our top pick for long-term investment.

This mid-cap fund is struggling to keep up

Fri, 07 Mar 2025 09:39:55 +0530

Persistent underperformance dims its appeal

We move this mid-cap fund to Hold

Fri, 07 Mar 2025 09:35:32 +0530

Lagging pears, but not out of the race

New update: We downgrade this ELSS fund to Sell

Thu, 30 Jan 2025 19:22:43 +0530

Challenging performance warrants this decision

The fund that tumbled from glory to gloom

Wed, 01 Jan 2025 19:42:42 +0530

The fund’s prolonged poor performance compels us to exclude it from our 'Buy' list

New large-cap fund recommendation out!

Wed, 01 Jan 2025 19:35:32 +0530

This fund has even managed to surpass the performance of a few mid-cap funds

We downgrade this focused fund to 'Sell'

Thu, 24 Oct 2024 19:06:05 +0530

Axis Focused Fund has been downgraded from ‘Best Buy’ to ‘Sell’ as its growth-driven approach and concentrated portfolio result in a negative alpha of 9%. Despite management changes, performance struggles continue to impact the fund.

We move this focused fund to 'Hold'

Thu, 24 Oct 2024 19:02:22 +0530

Discover why the Mirae Asset Focused Fund's emphasis on high-quality stocks and sector missteps led to underperformance since 2022. Learn about its downgrade from ‘Buy’ to ‘Hold’ due to concentrated portfolio risks and sectoral shifts.

This aggressive hybrid fund has become a Best Buy

Tue, 24 Sep 2024 18:26:48 +0530

Discover why Kotak Equity Hybrid Fund is now a Best Buy. Learn about its smart allocation, consistent performance, and aggressive approach in equity and debt markets.

We move this hybrid fund from Buy to Hold

Tue, 24 Sep 2024 18:05:55 +0530

Analyse SBI Equity Hybrid Fund's recent underperformance, large-cap focus, and updated Hold recommendation. Learn about its risk-return profile.

Is it time to sell this tax-saving mutual fund?

Thu, 25 Jul 2024 13:47:16 +0530

We recommend moving ABSL ELSS Tax Saver from Hold to Sell due to prolonged poor performance and management changes. Learn more about why this fund is underperforming.

A shadow of its glorious past

Wed, 03 Jul 2024 19:09:27 +0530

Long-term failings have forced us to call it quits

The consistency king

Wed, 03 Jul 2024 19:03:14 +0530

Its performance makes a compelling case for its inclusion in our ‘Buy’ list

Our latest opinion on recommended international funds

Wed, 27 Mar 2024 14:57:28 +0530

Mutual fund industry crossing the overseas investment limit has prompted us to change our opinion

We move this fund down to 'Buy'

Fri, 22 Mar 2024 10:52:19 +0530

Its consistent muted performance and a superior option present within the AMC compelled us to make this decision

The fund that finds value in the ordinary

Fri, 22 Mar 2024 10:00:00 +0530

The fund boasts an impressive performance by investing in out of favour stocks

A rich-legacy fund

Fri, 22 Mar 2024 10:00:00 +0530

The fund is a compelling choice for investors seeking long-term wealth creation

We move DSP Midcap Fund to 'Hold'

Thu, 22 Feb 2024 11:31:20 +0530

The extended period of underperformance is now becoming a drag on investors' patience