Analysis of Mutual Fund: Fund XYZ
If you are considering investing in mutual funds, Fund XYZ is a reputable option worth evaluating based on its historical performance and investment principles. Here are some key details about Fund XYZ for your review:
Basic Information
- Date of Launch: 9 April 1996
- Category: Equity
- Type: Large Cap
- AUM (Asset under Management): Rs. 37,081 crore
- Benchmark: Nifty 100 Total Return Index
Cost Details
- NAV (Net Asset Value) – Growth Option: Rs. 1,136.07
- IDCW (Income Distribution cum capital withdrawal): Rs. 63.50
- Minimum Investment: Rs. 100
- Minimum SIP (Systematic Investment Plan) Amount: Rs. 100
- Expense Ratio: 1.60%
- Exit Load: 1% for redemption within 365 days
Fund Manager Information
- Fund Manager: Rahul Baijal
- Management Tenure: 2 years
Recent Portfolio Changes
- New Entrants: Cummins India (May), DLF, Zomato (Jun)
- Complete Exits: Wipro (May)
Investment Decision
Considering investing in Fund XYZ? Here are some factors to consider before making a decision:
- Transition Phase: The fund is currently undergoing a transition phase after the departure of the previous fund manager, Prashant Jain.
- Investment Strategy: The new fund manager follows a blend of growth and value investing, focusing on companies with strong competitive advantages, sound processes, and a history of navigating market cycles.
- Market Performance: After a challenging period until 2020, the fund has experienced a resurgence due to the market’s shift towards value stocks, outperforming the index.
- Caution: Investors may want to monitor the fund’s performance under the new manager to assess its consistency and stability.
Hot Take
If you are looking to diversify your investment portfolio, Fund XYZ could be a viable option to consider. Conduct thorough research, review your financial goals, and consult with a financial advisor before making any investment decisions. Stay informed and make informed choices to secure your financial future.
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