• Home
  • Investment Knowledge Bank

Investment Knowledge Bank

This section contains all the investments related product reports that we create. These reports are in the form of peer group historical performance updates (Weekly MF Digest), product specific information (Factsheets) or the overall market commentary (Investment Perspectives, Fixed Income Commentary) and updates on key events (Monetary Policy Update, Union Budget). These reports help facilitate an informed investment decision making process for you. The product reports are useful tools for developing an understanding of the performance of each investment product in comparison to its peer set. Additionally, knowledge of key market events and understanding the impact of such events on the performance of various product categories, along with overall market outlook, aid in making an informed investment choice.

The weekly Mutual Funds digest contains scheme related information for all the schemes in the universe. The schemes are classified as per SEBI categories, and for each scheme and respective broader indices, information like scheme corpus, latest NAV, asset allocation, performance over various time periods, benchmark, exit load, expense ratio, ranks based on point-to-point performance and such other information is available.

Weekly MF Universe as on 10th Jan 2020

This is a fortnightly report that provides fixed income market updates. It also provides the movement of spreads among government securities and corporate bonds. Additionally, it contains economic news and events that may likely impact the fixed income segment.

Fixed Income Update - 16th December 2019

Equity

Large Cap
Aditya BSL Frontline Equity Fund
Axis Bluechip Fund
HDFC Top 100 Fund
ICICI Pru Bluechip Fund
Mirae Asset Large Cap Fund
Nippon India Large Cap Fund
SBI Bluechip Fund
UTI Mastershare Unit Fund
MultiCap
Aditya BSL Equity Fund
Axis Multicap Fund
HDFC Equity Fund
ICICI Pru Multicap Fund
Kotak Standard Multicap Fund
Kotak Emerging Equity Fund
SBI Magnum Multicap Fund
Tata Multicap Fund
Large & Mid Cap
Aditya BSL Equity Advantage Fund
Axis Growth Opportunities Fund
DSP Equity Opp Fund
IDFC Core Equity Fund
Invesco India Growth Opp Fund
L&T India Large and Midcap Fund
Mirae Asset Emerging Bluechip Fund
Mid Cap
Axis Midcap Fund
DSP Midcap Fund
Franklin India Prima Fund
Invesco India Mid Cap Fund
Kotak Emerging Equity Fund
L&T Midcap Fund
Mirae Asset Midcap Fund
Small Cap
Axis Small Cap Fund
Franklin India Smaller Companies Fund
HDFC Small Cap Fund
ICICI Pru Smallcap Fund
L&T Emerging Businesses Fund
SBI Small Cap Fund
Focused
Aditya BSL Focused Fund
Axis Focused 25 Fund
DSP Focus Fund
Franklin India Focused Equity Fund
Kotak Focused Equity Fund
L&T Focused Equity Fund
SBI Focused Equity Fund
Tata Focused Equity Fund
Value
HDFC Capital Builder Value Fund
Invesco India Contra Fund
Tata Equity P_E Fund
UTI Value Opportunities Fund
ELSS
Aditya BSL Tax Relief 96 Fund
Axis Long Term Equity Fund
DSP Tax Saver Fund
IDFC Tax Advantage (ELSS) Fund
Kotak Taxsaver Fund
L&T Tax Advantage Fund
Mirae Asset Tax Saver Fund
Thematic/Sectoral
ICICI Pru Bharat Consumption Fund
ICICI Prudential India Opports Fund
Tata Ethical Fund

Debt

Overnight
Aditya Birla Sun Life Overnight Fund
Axis Overnight Fund
DSP Overnight Fund
Franklin India Overnight Fund
HDFC Overnight Fund
ICICI Prudential Overnight Fund
IDFC Overnight Fund
Kotak Overnight Fund
L&T Cash Fund
Mirae Asset Overnight Fund
Nippon India Overnight Fund
SBI Overnight Fund
Tata Overnight Fund
UTI Overnight Fund
Liquid
Aditya BSL Liquid Fund
Axis Liquid Fund
DSP Liquidity Fund
Franklin India Liquid Fund
HDFC Liquid Fund
ICICI Pru Liquid Fund
IDFC Cash Fund
Invesco India Liquid Fund
Kotak Liquid Fund
L&T Liquid Fund
Mirae Asset Cash Management Fund
Nippon India Liquid Fund
SBI Liquid Fund
Tata Liquid Fund
UTI Liquid Cash Fund
Ultra Short Duration
Axis Ultra Short Term Fund
HDFC Ultra Short Term Fund
IDFC Ultra Short Term Fund
Kotak Savings Fund
L&T Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund
Low Duration
Axis Treasury Advantage Fund
HDFC Low Duration Fund
ICICI Pru Savings Fund
IDFC Low Duration Fund
SBI Magnum Low Duration Fund
Money Market
Axis Money Market Fund
ICICI Pru Money Market Fund
IDFC Money Manager Fund
Kotak Money Market Fund
SBI Saving Fund
Tata Money Market Fund
UTI Money Market Fund
Banking & PSU Debt
Aditya BSL Bkg & PSU Debt Fund
Axis Banking & PSU Debt Fund
HDFC Banking & PSU Debt Fund
IDFC Banking & PSU Debt Fund
Short Duration
Axis Short Term Fund
HDFC Short Term Debt Fund
IDFC Bond Fund - Short Term Plan
L&T Short Term Bond Fund
Nippon India Short Term Fund
SBI Short Term Debt Fund
Corporate Bond
L&T Triple Ace Bond Fund
Aditya BSL Corporate Bond Fund
Axis Corporate Debt Fund
HDFC Corporate Bond Fund
IDFC Corporate Bond Fund
Kotak Corporate Bond Fund
Nippon India Prime Debt Fund
UTI Corporate Bond Fund
Medium to Long Duration
HDFC Income Fund
ICICI Pru Bond Fund
IDFC Bond Fund
SBI Magnum Income Fund
Dynamic Bond
Axis Dynamic Bond Fund
ICICI Pru All Seasons Bond Fund
IDFC Dynamic Bond Fund
Kotak Dynamic Bond Fund
SBI Dynamic Bond Fund
Long Duration
ICICI Pru Long Term Bond Fund
Nippon India Nivesh Lakshya Fund
Gilt
ICICI Pru Gilt Fund
IDFC Gilt Fund
Nippon India Gilt Sec Fund
SBI Magnum Gilt Fund
UTI Gilt Fund

Hybrid

Aggressive Hybrid
Axis Equity Hybrid Fund
HDFC Hybrid Eq Fund
ICICI Pru Equity & Debt Fund
L&T Hybrid Equity Fund
Mirae Asset Hybrid Equity Fund
SBI Equity Hybrid Fund
Dynamic Asset Allocation / Balanced Advantage
Axis Dynamic Equity Fund
ICICI Pru Balanced Adv Fund
Kotak Balanced Advantage Fund
Nippon India Balanced Adv Fund
Tata Balanced Advantage Fund
Equity Savings
Aditya BSL Equity Savings Fund
Axis Equity Saver Fund
DSP Equity Savings Fund
HDFC Equity Savings Fund
Kotak Equity Savings Fund
Nippon India Equity Savings Fund
UTI Equity Savings Fund
Multi Asset Allocation
Axis Triple Advantage Fund
ICICI Prudential Multi Asset Fund
Conservative Hybrid
Axis Regular Saver Fund
Franklin India Debt Hybrid Fund
ICICI Pru Regular Savings Fund
SBI Debt Hybrid Fund

This is a report prepared after every bi-monthly Monetary Policy Committee meet. It explains the outcome of the meeting, including actions on policy rates, indicators that are likely to shape the future trajectory of the economy, liquidity conditions and other measures. The impact of the policy decisions on the market and our outlook on the same are summarised in the report.

Fifth Bi-Monthly Monetary Policy Review 2019-20

This is a quarterly report that provides an overview of Indian equity and fixed income markets. In addition, it also includes how various events have shaped the market in the recent past and their likely impact going forward.

Investment Perspectives Jan - Mar 2020

The Axis Select list contains names of funds that stack up well on a relative basis in the respective peer groups on the basis of quantitative and qualitative parameters. The list includes sets of funds under various categories as defined by SEBI and which broadly fall under the 5 broad categories viz.

  • Equity
  • Debt
  • Hybrid
  • Solution Oriented
  • Others

 

Axis Select List_Dec 2019

The Government presents the Union Budget on the first day of February so that it could be materialized before the commencement of the new financial year in April. The report herein provides the salient features of the Union Budget tabled in parliament while also touching upon key topics such as new initiatives in terms of reforms, changes in tax structure, economic activity based on receipt and expenditure, target on fiscal and current deficit and many other important points.

Highlights of Union Budget 2019-20