Investment Knowledge Bank

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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 31st Mar 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

Axis Bluechip Fund

HDFC Top 100 Fund

ICICI Pru Bluechip Fund

Mirae Asset Large Cap Fund

Nippon India Large Cap Fund

UTI Mastershare Unit Fund

MultiCap

Aditya BSL Equity Fund

Axis Multicap Fund

HDFC Equity Fund

ICICI Pru Multicap Fund

Kotak Standard Multicap Fund

SBI Magnum Multicap Fund

Tata Multicap Fund

UTI Equity 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

Kotak Equity Opportunities 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

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

Sundaram Money 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

BHARAT Bond ETF

BHARAT Bond FOF

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

FrankLin India 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

ICICI Pru-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

Franklin India Debt Hybrid Gr Template MIP

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.

Seventh 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_Apr 2020

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 2020-21

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Corporate

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