Funds

New stocks that bottom-quintile funds added


Story continues below Advertisement




Past performance does not guarantee future results. This applies not only to top-performing schemes but also to those that have underperformed. Turning the spotlight on such schemes, Moneycontrol sifts through the portfolios of schemes in the bottom quintile of 10-year returns. Here’s what they added.
Categories considered: Large-, large & mid-, mid-, multi- flexi- and small-cap funds.
Schemes shortlisted for compilation: 20.
Sample of bottom performers considered for the study: UTI Flexi Cap, Nippon India Vision, Franklin India Bluechip, DSP Midcap, Sundaram Mid Cap and Aditya Birla SL Small Cap.
Source: ACEMF.



Oil & Natural Gas Corporation
No. of bottom-performing schemes that newly added the stock over the last six months: 5
Sample of bottom performing schemes that newly added the stock: Nippon India Vision and Union Flexi Cap

Also see: Midcap and smallcap funds: How should retail investors approach them?



Prestige Estates Projects
No. of bottom-performing schemes that newly added the stock over the last six months: 5
Sample of bottom performing schemes that newly added the stock: Union Small Cap and Sundaram Mid Cap



Ajanta Pharma
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom performing schemes that newly added the stock: UTI Flexi Cap and Nippon India Vision

Also see: These smallcap multibaggers rewarded MF investors with up to 848% returns in a year

Story continues below Advertisement



Kotak Mahindra Bank
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Samples of bottom-performing schemes that freshly added the stock: DSP Top 100 Equity and LIC MF Flexi Cap



Max Financial Services
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom-performing schemes that freshly added the stock: Aditya Birla SL Equity Advantage and Franklin India Equity Advantage



Power Grid Corporation Of India
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom-performing schemes that freshly added the stock: LIC MF Large Cap and Franklin India Bluechip

Also see: Decoding the EV ecosystem, stocks, sectors: Nifty EV and New Age Automotive ETF



Trent
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom performing schemes that newly added the stock: Baroda BNP Paribas Multi Cap and Union Flexi Cap

Story continues below Advertisement



Zomato
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom-performing schemes that newly added the stock: Aditya Birla SL Equity Advantage and PGIM India Large Cap



Info Edge (India)
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom-performing schemes that newly added the stock: Union Flexi Cap and
DSP Midcap

Also see: Quant MF cherry-picked these smallcap stocks lately. Do you own any?



Page Industries
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom-performing schemes that newly added the stock: LIC MF Flexi Cap and
Franklin India Bluechip



Voltas
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom-performing schemes that newly added the stock: Aditya Birla SL Equity Advantage and DSP Midcap



Devyani International
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom performing schemes that newly added the stock: Franklin India Bluechip and Sundaram Mid Cap

Also see: PMS fund managers fell in love with these 12 midcap gems in May. Do you own any one?




Source link

Leave a Reply