Advisorkhoj%20Research Team Articles

If you had invested Rs 1 lakh in Nippon India Small Cap Fund at the time of its inception (September 2010), the value of your investment would have grown to nearly Rs 6.6 lakhs (as on 21st May 2021). The CAGR returns of this scheme since inception is 19.3%. If you had invested with a monthly SIP of Rs 10,000 in this scheme the value of...

Balanced Advantage Funds dynamically rebalance their asset allocation between equity and debt based on a dynamic asset allocation model. If equity valuations are low, then dynamic asset allocation model will increase asset allocation to equity and reduce allocation to debt. If equity valuations are high, then the model will reduce allocation...

The stock market staged a big turnaround after the big crash in March of 2020. The market (Sensex / Nifty) is now trading near its all-time high. Many investors may be wondering what do now. Asset allocation helps investors balance risk and returns. Research has shown that asset allocation is one of the most important factors in...

The services sector is one of the most important sectors of the Indian economy. The services sector accounts for 56% of the India’s GDP. Services sector is also the fastest growing sector of the Indian economy from the mid-80s onwards. Rising per capita income, growth in social mobility and increasing urbanization has contributed to growth...

Asset allocation is important in achieving your financial goals, whether in bull market or bear market. Many investors ignore asset allocation when the market is favourable but this can be harmful to their financial interests in the long run because they may take more risks than warranted by their risk profiles and financial goals. The stock market...

Axis Multi-cap Fund completed 3 years in November 2020. 3 year performance period is usually a good horizon to evaluate the performance of a fund. Multi-cap funds invest across different market cap segments i.e. large cap, midcap and small cap. Axis Multi-cap fund is one of the best performers in its category The chart below shows...

Principal Large Cap Fund was launched in the month October of 2020. We had reviewed the NFO of this scheme in our post, why invest in Principal Large Cap Fund NFO. Large cap funds must invest at least 80% of their assets in stocks of the 100 largest companies by market capitalization. An interesting feature of this fund is that, it...

If you had invested Rs 1 lakh in Principal Emerging Bluechip Fund nearly 12 years back at the time of its inception (NFO), its market value today (as on 2^nd December 2020) would be nearly Rs 12.5 lakhs. More 12X growth in 12 years imply a CAGR of well over 20%, which is phenomenal by any standard. There are funds which...

The influence of global brands on modern life both professional and personal is huge. A decade or two back, brands were usually associated with luxury spending e.g. apparel, accessories, gadgets etc. But now from waking up in the morning to going to bed, most of us are consumers of global brands on a daily basis. The toothpaste you use in...

Axis Midcap Fund is one best performing midcap equity funds in the last 3 to 5 years period. The fund was ranked 1 in terms of trailing returns over the last 3 and 5 years (ending 17^th November 2020) respectively. The scheme was launched in February 2011 and has given 16.9% compounded annual returns (CAGR) since inception (as on...