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Narnolia

Mutual Funds Advisory

Narnolia Mutual Funds Advisory

Narnolia Mutual Fund Advisory

Mutual funds investments provide a highly cost-efficient way to make the most of the opportunity provided by financial markets for wealth-creation. It was meant to ease equity investors’ dilemma of selecting the right stock from the available 5000 listed stocks but the main purpose has been defeated since there are more than 1600+ MF schemes to choose from. Right scheme selection and allocation strategy is essential for investors as the world of Mutual funds is wider than Indian equity markets and there is a huge variation in returns even within funds of the same category. A deep understanding of the economic landscape and return structure of various categories is required to get the best out of investments into various mutual fund schemes - Debt, Equity, and Hybrid.

Our Superior Research Framework

Mutual Funds Investment is a serious research subject at Narnolia. The award-winning team of Narnolia Research has formulated and refined its proprietary, differentiated, deep bottom-up research and methodologies over the last 2 decades. Our solid research framework has been designed to identify the future out-performers. Apart from employing usual quantitative techniques like most MF research teams in the world, Narnolia Research uses highly advanced strategies and a 7 step process to deliver simple solutions for our investors.

01Quantitative Analysis 02Multi FrameAnalysis 03Portfolio Level Analysis 04Security LevelAnalysis 05Manager LevelAnalysis 06MacroTrends 07PortfolioConstruct

Our Top MF Research Recommendations

EQUITY
All
  • All
  • Large & Mid Cap funds
  • Large Cap Funds
  • Mid Cap Funds
  • Multi Cap / Flexi Cap Funds
  • Sectoral / Thematic Funds
  • Small Cap Funds
DEBT
All
  • All
  • Credit Risk Funds
  • Duration < 1 year
  • Duration > 7 years
  • Duration 1-3 years
  • Duration 3-7 years
  • Dynamic Bond Funds
  • Floater Funds
HYBRID
All
  • All
  • Aggressive Hybrid Funds
  • Balanced Advantage Funds
  • conservative Hybrid Schemes
  • Multi Asset Allocation Funds
TAX SAVER
All
  • All
  • ELSS
Aditya Birla SL Medium Term Plan-Reg(G)Duration 3-7 years
NAV - 34.35
Risk - Moderately High
  • 3 month6.53
  • 1 year6.23
  • 3 years12.19
  • Exp.Ratio1.58
ICICI Pru Credit Risk Fund(G)Credit Risk Funds
NAV - 28.65
Risk - High
  • 3 month6.56
  • 1 year7.25
  • 3 years6.50
  • Exp.Ratio1.56
ICICI Pru Ultra Short Term Fund Fund(G)Duration < 1 year
NAV - 25.45
Risk - Moderate
  • 3 month8.13
  • 1 year7.18
  • 3 years5.56
  • Exp.Ratio0.82
ICICI Pru Liquid Fund(G)Duration < 1 year
NAV - 356.33
Risk - Moderate
  • 3 month7.60
  • 1 year7.21
  • 3 years5.47
  • Exp.Ratio0.29
Kotak Low Duration Fund(G)Duration < 1 year
NAV - 3068.84
Risk - Moderate
  • 3 month7.74
  • 1 year6.78
  • 3 years5.18
  • Exp.Ratio1.16
ICICI Pru Floating Interest Fund(G)Floater Funds
NAV - 387.36
Risk - Moderate
  • 3 month9.23
  • 1 year8.15
  • 3 years6.02
  • Exp.Ratio1.27
ICICI Pru Short Term Fund(G)Duration 1-3 years
NAV - 54.59
Risk - Moderate
  • 3 month7.30
  • 1 year7.16
  • 3 years5.79
  • Exp.Ratio1.07
ICICI Pru Medium Term Bond Fund(G)Duration 3-7 years
NAV - 40.41
Risk - Moderately High
  • 3 month6.63
  • 1 year6.55
  • 3 years5.72
  • Exp.Ratio1.40
HDFC Medium Term Debt Fund(G)Duration 3-7 years
NAV - 50.97
Risk - Moderate
  • 3 month6.83
  • 1 year6.43
  • 3 years5.29
  • Exp.Ratio1.26
Kotak Dynamic Bond Fund-Reg(G)Dynamic Bond Funds
NAV - 33.72
Risk - Moderate
  • 3 month6.33
  • 1 year6.52
  • 3 years5.02
  • Exp.Ratio1.31
Kotak Credit Risk Fund(G)Credit Risk Funds
NAV - 26.94
Risk - High
  • 3 month8.20
  • 1 year7.33
  • 3 years4.59
  • Exp.Ratio1.70
ICICI Pru Constant Maturity Gilt Fund(G)Duration > 7 years
NAV - 21.90
Risk - Moderate
  • 3 month5.99
  • 1 year6.11
  • 3 years4.74
  • Exp.Ratio0.39
HDFC Long Term Adv Fund(G)ELSS
NAV - 595.17
Risk - Very High
  • 3 month1.16
  • 1 year35.51
  • 3 years20.62
  • Exp.Ratio1.40
Axis ELSS Tax Saver Fund-Reg(G)ELSS
NAV - 85.34
Risk - Very High
  • 3 month9.85
  • 1 year34.91
  • 3 years12.28
  • Exp.Ratio1.52
Principal Emerging Bluechip Fund(G)Large & Mid Cap funds
NAV - 183.32
Risk - Very High
  • 3 month2.89
  • 1 year38.89
  • 3 years21.93
  • Exp.Ratio2.01
Invesco India Infrastructure Fund(G)Sectoral / Thematic Funds
NAV - 57.57
Risk - Very High
  • 3 month14.05
  • 1 year73.46
  • 3 years36.39
  • Exp.Ratio2.21
ICICI Pru Bluechip Fund(G)Large Cap Funds
NAV - 96.98
Risk - Very High
  • 3 month8.07
  • 1 year41.19
  • 3 years22.28
  • Exp.Ratio1.45
ICICI Pru Technology Fund(G)Sectoral / Thematic Funds
NAV - 169.75
Risk - Very High
  • 3 month-3.74
  • 1 year35.33
  • 3 years16.01
  • Exp.Ratio1.77
Invesco India Smallcap Fund-Reg(G)Small Cap Funds
NAV - 34.38
Risk - Very High
  • 3 month8.39
  • 1 year58.95
  • 3 years31.00
  • Exp.Ratio1.87
Nippon India Value Fund(G)Sectoral / Thematic Funds
NAV - 200.26
Risk - Very High
  • 3 month9.54
  • 1 year60.67
  • 3 years27.94
  • Exp.Ratio1.87
Mirae Asset Midcap Fund-Reg(G)Mid Cap Funds
NAV - 31.56
Risk - Very High
  • 3 month7.12
  • 1 year51.02
  • 3 years24.99
  • Exp.Ratio1.69
Invesco India Midcap Fund(G)Mid Cap Funds
NAV - 135.03
Risk - Very High
  • 3 month9.83
  • 1 year52.46
  • 3 years25.78
  • Exp.Ratio1.86
Canara Rob Emerg Equities Fund-Reg(G)Large & Mid Cap funds
NAV - 217.46
Risk - Very High
  • 3 month9.55
  • 1 year37.42
  • 3 years19.31
  • Exp.Ratio1.63
Mirae Asset Large Cap Fund-Reg(G)Large Cap Funds
NAV - 98.08
Risk - Very High
  • 3 month4.96
  • 1 year25.55
  • 3 years14.88
  • Exp.Ratio1.54
Mirae Asset Large & Midcap Fund-Reg(G)Large & Mid Cap funds
NAV - 133.26
Risk - Very High
  • 3 month6.86
  • 1 year40.00
  • 3 years19.41
  • Exp.Ratio1.57
Canara Rob Flexi Cap Fund-Reg(G)Multi Cap / Flexi Cap Funds
NAV - 293.00
Risk - Very High
  • 3 month6.26
  • 1 year32.10
  • 3 years17.22
  • Exp.Ratio1.70
Invesco India Multicap Fund(G)Multi Cap / Flexi Cap Funds
NAV - 113.23
Risk - Very High
  • 3 month7.41
  • 1 year45.07
  • 3 years22.20
  • Exp.Ratio1.92
Axis Bluechip Fund-Reg(G)Large Cap Funds
NAV - 54.45
Risk - Very High
  • 3 month7.42
  • 1 year28.69
  • 3 years12.60
  • Exp.Ratio1.57
Mirae Asset Healthcare Fund-Reg(G)Sectoral / Thematic Funds
NAV - 31.28
Risk - Very High
  • 3 month5.94
  • 1 year50.31
  • 3 years15.84
  • Exp.Ratio1.99
ICICI Pru Multi-Asset Fund(G)Multi Asset Allocation Funds
NAV - 653.95
Risk - Very High
  • 3 month9.02
  • 1 year34.50
  • 3 years25.49
  • Exp.Ratio1.51
ICICI Pru Equity & Debt Fund(G)Aggressive Hybrid Funds
NAV - 342.70
Risk - Very High
  • 3 month8.82
  • 1 year41.10
  • 3 years26.45
  • Exp.Ratio1.62
HDFC Balanced Advantage Fund(G)Balanced Advantage Funds
NAV - 463.82
Risk - Very High
  • 3 month6.33
  • 1 year40.00
  • 3 years25.92
  • Exp.Ratio1.37
ICICI Pru Regular Savings Fund(G)conservative Hybrid Schemes
NAV - 67.40
Risk - Moderately High
  • 3 month14.01
  • 1 year14.52
  • 3 years9.60
  • Exp.Ratio1.71
HDFC Hybrid Debt Fund(G)conservative Hybrid Schemes
NAV - 74.67
Risk - Moderately High
  • 3 month13.14
  • 1 year15.91
  • 3 years11.35
  • Exp.Ratio1.77
Axis Multi Asset Allocation Fund-Reg(G)Multi Asset Allocation Funds
NAV - 34.79
Risk - Very High
  • 3 month7.18
  • 1 year20.77
  • 3 years10.60
  • Exp.Ratio2.13
I AM INTERESTED

Narnolia Mutual Fund Advisory Portfolios

Conservative Fixed Income Strategy Conservative Fixed Income Strategy

The portfolio recommends investing primarily into low volatility mutual funds. Tactical allocation is suggested towards mid volatility schemes to ensure capital appreciation

Risk AppetiteLow
Min. Investment1,00,000
Multi Asset Strategy Multi Asset Strategy

The portfolio invests judiciously into different asset classes- Low duration fixed income, Mid duration FI, Equity-large, Equity-Mid, Gold and infra and real estate

Risk AppetiteModerate
Min. Investment1,00,000
Equity Wealth Builder Strategy Equity Wealth Builder Strategy

The strategy invests in multi-cycle stable equity schemes along with tactical and thematic. The aggressive approach also employs ETFs for smarttiming.

Risk AppetiteHigh
Min. Investment1,00,000

MF Reserach Updates

Mutual Funds Mitra

MF Mitra: Quarterly webinars with our MF Research & Investment management team

Q1CY2021 Topic: Wealth Creation Perspective: How to get the best out of Mutual Funds Investments

Part 1: Understanding wide Landscape of MF Research and Diversity in return profile of various Funds

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Sideways Market keeping Sectoral / Style Out-performance illusive

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Market Outlook & Investment Opportunity Amid Recent Volatility

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Market Short term movement anchored on Bond Yield

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Higher Credit Growth Alongwith Lower NPAs and Higher Recoveries Promises Higher Profitability for Banks

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This Decade Belongs to Emerging Markets-India to Shine

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PLI SCHEME-EMERGING INVESTMENT OPPORTUNITY

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Markets Settling to a New Normal

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Investigating Recent Under-Performance of Quality Companies with Narnolia

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Swings and Surge are more important source of investment return in the short term while underlying Trend determines return for the long term investor.

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SIP route the most preferred way as monthly New SIP accounts double in a year

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Narnolia Research Directory
KYC is a one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | Investors don’t need to issue cheques while subscribing to IPOs. Just write your bank account number and sign the application form to authorise your bank to make a payment on your behalf in case of allotment. You don’t have to worry about refunds as the money remains in the investor's account. | It has been brought to the notice of SEBI by Central Economic Intelligence Bureau, Department of Revenue, GOI, that certain fraudsters are collecting data of customers who are already into trading either in NSE / BSE and send them bulk messages on the pretext of providing investment tips and luring them to invest with them in their bogus firms by promising huge profits. Hence, the investors are requested to take note of the above and exercise caution and due care. | Process for filing complaints on the SEBI SCORES website: a. Register on SEBI SCORES | b. Mandatory details for filing complaints on SCORES | Name, PAN, Address, Mobile Number, Email ID | c. Benefits: i. Effective Communication ii. Speedy redressal of the grievances

Narnolia Financial Services Ltd (Formerly Narnolia Financial Advisors Ltd); Registered Office Address: Marble Arch, 2nd Floor, Office 201, 236B, A J C Bose Road, Kolkata- 700020; Phone No.-033-40501500; Corporate Office: A-803, 1 Kanakia Wall Street, 8th Floor, Andheri Kurla Road, Chakala, Andheri East, Mumbai-40093, Phone No.: +91 22 62701200, Website: www.narnolia.com, SEBI MERCHANT BANKING - INM 000010791, PMS - INP000006420, RESEARCH ANALYST - INH 300006500, Compliance Officer Details (In Research) : Rana Debnath, Contact No. 022 6270 1200, Email id rdebnath@narnolia.com. AMFI - ARN 3087, ROC-CIN: U51909WB1995PLC072876 Read More

NARNOLIA SECURITIES LIMITED; PFRDA- NPS POP 27092018; ROC-CIN- U67120WB1997PLC096496| NARNOLIA CAPITAL ADVISORS PRIVATE LIMITED– RBI- NBFC B.05.02568,ROC-CIN- U65993WB1991PTC053089|

In case of any queries related to your investments, you can get in touch with us at narnoliacare@narnolia.com or WhatsApp us at+916204800291.Grievance Officer: Rana Debnath, Contact No. 022-6270 1200, Email ID: ig@narnolia.com,

Investors may submit their online complaints on the official SEBI Scores website by clicking here. With regards to physical complaints to the Office of Investor Assistance & Education, Securities & Exchange Board of India, SEBI Bhavan, Plot No C4 A 'G' Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.

SEBI INVESTOR CHARTER ANNEXURE - A    

SEBI INVESTOR CHARTER ANNEXURE - B    

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