CRR_Call Tracker

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ValueProductView

ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days
The Indian Hotels Company Ltd. 24/08/2023401.85517.9007/02/2024 28.88% 167 days

CRR_MVC_PastPerformance

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Understanding Risk-Adjusted Returns in Mutual Funds

When investing in mutual funds, it's important to evaluate not only how much money a fund has made, but also how much risk was involved in achieving that return. This is where risk-adjusted returns come into play.

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In simple terms, risk-adjusted returns measure how much return you're getting for the level of risk you're taking on. By considering both the return and the risk, you get a clearer picture of a fund's true performance.

Rs 250 SIP par Rs 500 ka Incentive: SEBI’s New Plan for Mutual Fund Investors; Details Insides

Mutual Fund Distributors (MFDs) and Execution Only Platforms (EOPs) will receive a Rs 500 incentive for every first-time micro-SIP investor who completes 24 instalments.

Kiran Shroff 0 282 Article rating: 5.0

Investors can opt for up to three Rs 250 SIPs, one in each of three different Asset Management Companies (AMCs).

Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds

In the world of personal finance, loans are a popular way to access immediate funds when needed.

Kiran Shroff 0 280 Article rating: 5.0

It was a cosy evening, and after a long day at work, Raj sat on the couch, looking visibly stressed. His sister, Priya, noticed his tension and walked over to him with a concerned look on her face.

This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years

With significant Assets Under Management (AUM) of Rs 26,670 crore as of December 2024, the fund has garnered substantial investor trust.

Kiran Shroff 0 300 Article rating: 3.6

The fund's success can be attributed to its experienced fund management team, which employs a bottom-up stock-picking approach, focusing on companies with strong growth potential and robust business models.

Top 10 Mutual Fund Houses in India in 2025

Several fund houses have emerged as leaders in the industry, driven by strong track records, robust investment strategies, and innovative products. Below are the top 10 mutual fund houses in India in 2025:

Kiran Shroff 0 527 Article rating: 5.0

The mutual fund industry in India is experiencing tremendous growth, and the top mutual fund houses listed above are leading the way in providing innovative investment products, excellent customer service, and consistent returns.

From HDFC Bank to HAL to Suzlon: Do you own any of these ten stocks where mutual funds trimmed their stake in December 2024?

The data from December 2024 reveals a trend where mutual funds have trimmed their stakes in a variety of companies, ranging from banks like HDFC Bank to high-growth sectors like renewable energy, represented by Suzlon.

Kiran Shroff 0 993 Article rating: 4.1

Investors need to monitor such movements as they can influence stock prices and provide a gauge of market sentiment.

ICICI Prudential Mutual Fund launches ICICI Prudential Nifty Oil and Gas ETF

NFO opens July 8, 2024 and closes on July 18, 2024.

Vaishnavi Chauhan 0 2450 Article rating: 3.0

The Nifty Oil & Gas Index is updated twice a year to reflect the sector's performance accurately and has outperformed broader market indices broader market indices in many years, as shown in above graph, demonstrating its potential for delivering superior returns.

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DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

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