Advisorkhoj Research Team Articles

The equity market has been very volatile in the last two months, with the Nifty falling 1,000 points from its all-time high. Midcap and small cap stocks have been underperforming for more than a year now. Nifty Midcap 100 Index has fallen...

In this blog post, we have selected two equity mutual fund schemes from Principal MF stable and looked at their long term performance track record. Principal Emerging Bluechip Fund, a large and midcap equity fund and Principal Multicap...

Multi Cap Mutual Funds are equity mutual fund schemes which have flexible mandates of investing across different market capitalization segments e.g. large cap, midcap and small cap. SEBI classifies the top 100 stocks by market...

Large cap equity mutual funds are mutual fund schemes which invest at least 80% of their assets in large cap stocks. SEBI defines the top 100 stocks by market capitalization as large cap stocks. Large cap mutual funds tend to be less volatile...

Over the past few months, debt mutual funds have been in the news for wrong reasons. In September 2018, the shock default by IL&FS (and its subsidiary) on its debt obligation shook the debt markets in which mutual funds are major investors...

Performance consistency in mutual funds, in our view, is one of the most important attributes of superior long term returns and wealth creation for investors. Consistent performers may not always be the best performer in a particular year, but...

We have reviewed Principal Emerging Bluechip Fund a couple of times in the last one year. You can refer to our posts, Principal Emerging Bluechip Fund: One of the best large and midcap funds (published on 29^th August 2018) and Principal...

Small cap stocks, i.e. stocks below the top 250 stocks by market capitalization, offer investors exponential growth opportunities. Since these stocks are under-researched and under-owned by the by...

Mutual fund reclassification directive by SEBI has brought a lot of clarity about different types of mutual funds for investors. In our view, retail investors had little awareness about different types of debt mutual funds and were often confused...

ICICI Prudential Bluechip Equity Fundis the best performing large cap equity funds in the last 10 years (please see our Top Performing Mutual Funds (Trailing returns) - Equity: Large Cap). It is also among the top 3 large cap SIPs in the last...