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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 Digest as of August 31 2020 download iconDocument for Weekly MF Universe as on 2nd June 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 download iconDocument for Fixed Income Update - 16th December 2019

Equity

Large Cap MultiCap Large & Mid Cap
Aditya BSL Equity Advantage Fund download iconDocument for Aditya BSL Equity Advantage Fund
Axis Growth Opportunities Fund download iconDocument for Axis Growth Opportunities Fund
Invesco India Growth Opp Fund download iconDocument for Invesco India Growth Opp Fund
Kotak Equity Opportunities Fund download iconDocument for Kotak Equity Opportunities Fund
L&T India Large and Midcap Fund download iconDocument for L&T India Large and Midcap Fund
Mirae Asset Emerging Bluechip Fund download iconDocument for Mirae Asset Emerging Bluechip Fund
Mid Cap Small Cap Focused Value
HDFC Capital Builder Value Fund download iconDocument for HDFC Capital Builder Value Fund
Invesco India Contra Fund download iconDocument for Invesco India Contra Fund
UTI Value Opportunities Fund download iconDocument for UTI Value Opportunities Fund
ELSS Thematic/Sectoral

Debt

Overnight Liquid Ultra Short Duration
Axis Ultra Short Term Fund download iconDocument for Axis Ultra Short Term Fund
HDFC Ultra Short Term Fund download iconDocument for HDFC Ultra Short Term Fund
IDFC Ultra Short Term Fund download iconDocument for IDFC Ultra Short Term Fund
L&T Ultra Short Term Fund download iconDocument for L&T Ultra Short Term Fund
SBI Magnum Ultra Short Duration Fund download iconDocument for SBI Magnum Ultra Short Duration Fund
Low Duration Money Market Banking & PSU Debt
Aditya BSL Bkg & PSU Debt Fund download iconDocument for Banking & PSU Debt
Axis Banking & PSU Debt Fund download iconDocument for Axis Banking & PSU Debt Fund
HDFC Banking & PSU Debt Fund download iconDocument for HDFC Banking & PSU Debt Fund
IDFC Banking & PSU Debt Fund download iconDocument for IDFC Banking & PSU Debt Fund
Short Duration
HDFC Short Term Debt Fund download iconDocument for HDFC Short Term Debt Fund
IDFC Bond Fund - Short Term Plan download iconDocument for IDFC Bond Fund - Short Term Plan
Nippon India Short Term Fund download iconDocument for Nippon India Short Term Fund
Corporate Bond Medium to Long Duration Dynamic Bond Long Duration
ICICI Pru Long Term Bond Fund download iconDocument for ICICI Pru Long Term Bond Fund
Nippon India Nivesh Lakshya Fund download iconDocument for Nippon India Nivesh Lakshya Fund
Gilt

Hybrid

Aggressive Hybrid Dynamic Asset Allocation / Balanced Advantage
ICICI Pru Balanced Adv Fund download iconDocument for ICICI Pru Balanced Adv Fund
Kotak Balanced Advantage Fund download iconDocument for Kotak Balanced Advantage Fund
Nippon India Balanced Adv Fund download iconDocument for Nippon India Balanced Adv Fund
Tata Balanced Advantage Fund download iconDocument for Tata Balanced Advantage Fund
Equity Savings Multi Asset Allocation
Axis Triple Advantage Fund download iconDocument for Axis Triple Advantage Fund
ICICI Prudential Multi Asset Fund download iconDocument for ICICI Prudential Multi Asset Fund
Conservative Hybrid
Franklin India Debt Hybrid Fund download iconDocument for Franklin India Debt Hybrid Fund
ICICI Pru Regular Savings Fund download iconDocument for ICICI Pru Regular Savings 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.

Second Bi-Monthly Monetary Policy Review 2020-21 download iconDocument for Sixth 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 Jul - Sep 2020 download iconDocument for Investment Perspectives Apr - Jun 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_June 2020 download iconDocument for Axis Select List_June 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 download iconDocument for Highlights of Union Budget 2020-21