Over the last week, you can see some new updates in your Unovest portfolio reports, deleting transactions as well as goals tracking. Here’s the full list of updates for your reference.
SBI Bluechip Fund – What you need to know
SBI Bluechip fund has been one of the most popular funds in the last few years. The numbers provide a clear proof. From an AUM size of just Rs. 740 crores in December 2013, it is now a behemoth at Rs. 15,236 crores (as of July 2017). So, there was this little fund that started in Feb […]
Franklin India High Growth Companies Fund – What you should know?
One of the more popular funds from Franklin Templeton AMC is the Franklin India High Growth Companies Fund. The fund has just completed 10 years of existence. It started in July 2007 when the previous bull market was hitting its peak. As is the norm, new fund schemes get launched during such times to capture on renewed and […]
ICICI Pru Value Discovery Fund – What you should know?
In 2016, ICICI Prudential Mutual Fund became the largest fund house by assets. One of the funds that rode along with it into this stardom was ICICI Prudential Value Discovery Fund, a fund that started as a midcap fund in August 2004. The ICICI Pru value discovery fund’s stated objective is to: to invest stocks available at a […]
DSP BlackRock Micro Cap Fund – What you should know?
It is not uncommon for retail investors to chase performance and make it their only criteria to select a fund for investing. Using the same criteria, one of the funds that makes it as a chart topper is the DSP BlackRock Micro Cap Fund. I was recently asked my views on this fund. I am […]
Does this investment make sense?
Recently, I asked for your help on evaluating an investment product. An executive of a large mutual fund company pitched a mutual fund product. The investment uses a dynamic asset allocation method where they would invest in a set of equity and debt funds based on predefined allocation and also rebalance the portfolio to maintain the allocation. He claimed […]
