Month: September 2021

Axis Midcap Fund

As the name suggests, Axis Midcap Fund tends to invest its assets under management in midcap stocks. This makes the returns more volatile, as midcaps tend to fluctuate more than largecaps.

Investors can start an SIP, with a minimum sum of Rs 500. The returns from the fund has been fantastic over the long and short term as well. In the short term period of 1-year, Axis Midcap Fund has given a returns of 66%, while in the 5-year returns from the fund is over 20% on an annualized basis.

The fund has exposure to stocks like Cholamandalam Investment, Coforge, ICICI Bank etc. Currently, the net asset value of the fund has been pegged at Rs 68.49 under the growth plan. As mentioned, this scheme is for those willing to take a risk.

Canara Robeco Emerging Equities Fund

Canara Robeco Emerging Equities Fund generates returns by investing in a diversified portfolio of large and mid-cap stocks. This gives come flexibility to the fund manager when investing and could be a good proposition. Mirroring the returns of the markets, the fund has given good returns.

The 1-year returns from the fund has been 64%, while the 3-year returns is more like 18% on an annualized basis. One can invest through the SIP route, where the investment is Rs 1,000 at the very least.

We would not advise investors to invest through the lumpsum route and the SIP route is the best way forward at the moment.

Kotak Equity Opportunities Fund

This fund is also rated 5-star by Morningstar. Again, like Canara Robeco Emerging Equities Fund, the scheme aims to invest in a mix of large and mid cap stocks across sectors.

Over the last few years, thanks to the markets rallying the fund has performed very well. It has generated returns of almost 60% in 1-year and 15% in the last 5-years on an annualized basis. The assets under management of the fund is as high as Rs 7,311 crores.

An SIP in the fund can be started with a small sum of Rs 1,000. For those looking at long term this is a good fund to invest. We wish to inform readers that markets have gine up sharply in the last 1-year and hence, even if you invest in SIPs now, you are investing at very high net asset values. Therefore, even your SIP amounts can be small, and if the markets gain, you can increase the quantum.

L&T Money Market Fund

The L&T Money Market Fund is for those looking to take zero risks. Since these funds mostly invest in government dated securities, they are considered as safe. A sum of Rs 1,000 can be used to start an SIP.

Disclaimer

Investing in mutual funds poses a risk of financial losses. Investors must therefore exercise due caution. Greynium Information Technologies and the author not liable for any losses caused as a result of decisions based on the article. The above article is for informational purposes only.

HDFC Bank

Over the last three years, net profit per employee has been steadily increasing, with a 15.43 percent increase last year. The stock returned 52.58 percent over three years, compared to 48.49 percent for the Nifty 100. Over a three-year period, the stock returned 52.58 percent, while the Nifty Bank provided investors a 33.15 percent return.

There had been a lot of problems with the bank’s digital infrastructure. Given that both client acquisition and servicing will increasingly be done through digital means, the timing and manner in which this is done will be critical. As peers become more aggressive in the digital domain, any recurring faults would have a detrimental impact.

Kotak Mahindra Bank

With the exception of a slight increase in net NPA, the first quarter of FY 22 demonstrates that asset quality has remained under control, despite the company’s strong exposure to the retail sector. The key difficulty is to expand the loan book without sacrificing the quality of the borrowers.

Over the last three years, net profit per employee has been steadily increasing, with a 13.34 percent increase last year. The bank has been largely protected from the problems in corporate loans over the last five years, showing that the danger of a sudden drop in asset quality is relatively low and the credit-check mechanism is solid.

Indusind Bank

The microfinance and car industries, which had previously been its strongholds, may be put under attack once more. LCV sales have dropped sharply in April and May 21 after a sharp recovery in the fourth quarter of FY 21. The HCV-bus segment has been particularly heavily hit. The stock returned -46.62 percent over three years, compared to 48.49 percent for the Nifty 100. Over a three-year period, the stock returned -46.62 percent, while the Nifty Bank delivered investors a 33.15 percent return.

AU Small Finance Bank

Au Small Finance Bank Ltd., founded in 1996, is a banking firm with a market capitalization of Rs 36,413.34 crore. Only 2.13 percent of trading sessions in the last four years had intraday drops of more than 5%. The stock returned 67.56 percent over three years, compared to 48.49 percent for the Nifty 100 index. Over the last three years, net profit per employee has been steadily increasing, with a 32.04 percent increase last year.

In India, AU Small Finance Bank Limited offers a variety of banking and financial services. Treasury, Retail Banking, Wholesale Banking, and Other Banking Operations are the company’s segments.

Best Bank Growth Stocks With High EPS Fundamentals

Bank Value Stocks With Top PE Fundamentals

Karnataka Bank

For the first time in the recent five years, Karnataka Bank Ltd’s advanced growth rate (YoY) has become negative. The stock returned -41.63 percent over three years, compared to 40.43 percent for the Nifty Smallcap 100. Over a three-year period, the stock returned -41.63 percent, while the Nifty Bank delivered investors a 33.15 percent return. Karnataka Bank Ltd., founded in 1924, is a banking firm having a market capitalization of Rs 1,949.15 crore. The company has low PE ratio of 4.95.

Bank Value Stocks With Top PE Fundamentals

Union Bank Of India

Only 3.68 percent of trading sessions in the last 16 years had intraday drops of more than 5%. The company has been able to consistently increase its net interest margin over the last three years, with margins of 2.32 percent last year. Annual sales growth of 92.31 percent surpassed the company’s three-year CAGR of 29.06 percent. Over a three-year period, the stock returned -58.41%, while the Nifty Bank delivered investors a 33.15 percent gain. The company has low PE ratio of 6.57.

Canara Bank

Canara Bank, founded in 1906, is a banking business with a market capitalization of Rs 28,318.57 crore. The company has a low PE ratio of 7.85.

Only 3.22 percent of trading sessions in the last 16 years had intraday drops of more than 5%. Annual sales growth of 52.15 percent surpassed the company’s three-year CAGR of 24.05 percent. Over a three-year period, the stock returned -42.28 percent, while the Nifty Bank delivered investors a 33.15 percent return.

Bank Value Stocks With Top PE Fundamentals

Are you looking for Bank value stocks with a low price-to-earnings ratio? The stocks in the following list have the best price-earnings ratio available (trailing).

Disclaimer

Investing in stocks is risky and investors should do their own research. This article is only for educational purposes.The author, the brokerage firms or Greynium Information Technologies are not responsible for any losses incurred due to a decision based on the above article. Investors should hence exercise due caution as are at record peaks. Please consult a professional advisor.