Institute Of Management Development And Research Page 65 hdfc midcap

Institute of management development and research page

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Institute Of Management Development And Research Page 65
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hdfc midcap opportunities bsl midcap fund axis midcap fund 0.00 5.00 10.00 15.00 20.00 25.00 30.00 35.00 40.00 Opportunities fund Opportunities fund Interpretation: Birla Sun Life Midcap Fund has given the highest returns (36.89%) as compared to HDFC Midcap Opportunities Fund and all the other selected funds. HDFC Midcap Opportunities Fund is the second highest scheme that has given good returns of 34.57% for a period of one year. Institute Of Management Development And Research Page 66
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hdfc top 200 Sbi bluechip fund bsl top 100 fund 0.00 5.00 10.00 15.00 20.00 25.00 30.00 Large Cap Funds Large Cap Funds Interpretation: HDFC Top 200 Fund has given better returns as compared to other funds (SBI Bluechip Fund and Birla Sun Life top 100 fund) for a period of one year. Institute Of Management Development And Research Page 67
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CHAPTER V FINDINGS, LEARNINGS, RECOMMENDATIONS & CONCLUSION Institute Of Management Development And Research Page 68
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5.1 FINDINGS A) Following are the findings after comparing the selected funds: As volatility indicators represent HDFC Equity Fund has highest Beta and Standard Deviation which makes it aggressive Fund among the funds considered for analysis. HDFC Top 200 fund has next highest Beta which is very close to HDFC Equity Fund. All the funds have performed better than its benchmarks. HDFC Midcap Opportunities Fund has performed better than the other selected funds for past 1, 3, 5 years. HDFC TaxSaver Fund has performed well since inception as compared to other selected funds. HDFC Midcap Opportunities Fund has the highest alpha which denotes that the fund gives better risk adjusted returns. HDFC Tax Saver Fund has given the highest returns (32.42%) as compared to all the other selected AMC’s funds. Birla Sun Life Midcap Fund has given the highest returns (36.89%) as compared to all the other selected funds for the period of one year. B) Following are the findings related to individual HDFC Tax Saver Fund. Tax saving funds usually has lock-in period of 3 years, thus compelling investors to take view on long term market. It is an aggressive fund. It has exposed investors to a higher degree of risk. It is suitable for those investors who want to have growth as well as tax benefits. It is not suitable for creation of wealth, to fulfill lifestyle needs or short term needs. It is suitable for child’s marriage, education, retirement plans and home purchases. HDFC Top 200 Fund: It is a large cap fund which means that most of the money will be invested in large companies and some exposure in midcap companies. (Large cap companies tend to be more stable than mid and small cap). It is a diversified equity mutual fund investing in stocks that are part of the BSE 200. Institute Of Management Development And Research Page 69
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HDFC Top 200 has 79.88% exposure to large cap companies and 15.76% exposure to mid and small size companies.
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  • Fall '17
  • Mahvish ali

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