Our analysts speak on 5 funds

By Morningstar Analysts |  12-07-18 | 

The research analysts from Morningstar Investment Adviser India present on specific funds. In very short videos of around 2 minutes each, they share their views. You can access the video by clicking on the name of the fund.

UTI Bond Fund

  • Kaustubh Belapurkar, Director - Manager Research
  • 2:04 minutes

Fund manager Amandeep Chopra's strategy which has helped UTI Bond Fund deliver consistent track record. This fund’s appeal hinges heavily on the experience of its lead manager and the team’s consistent application of the investment process.

Kotak Bond Fund

  • Meshram, Senior Research Analyst
  • 1:59 minutes

This fund is actively managed with a higher duration strategy and is run by an experienced team. Even though the fund has delivered inconsistent returns, it is a strong choice for investors who seek a quality portfolio and are willing to take a higher investment risk for higher returns over the long haul.

HDFC Corporate Debt Opportunities

  • Nehal Meshram, Senior Research Analyst
  • 2:09 minutes

This fund is now HDFC Credit Risk Debt Fund. The conservatively managed fund is managed by Shobhit Mehrotra who has an in-depth understanding of identifying good quality, high-yielding credits. We consider him to be very competent on the credit management side.

FT India Corporate Bond Opportunities

  • Himanshu Srivastava, Senior Research Analyst
  • 1:57 minutes

This fund is now Franklin India Credit Risk Fund. Run by a topnotch team on the credit side, the fund makes for an attractive buy. Santosh Kamath is a seasoned manager and has extensive credit research experience.

Aditya Birla Sun Life Medium Term

  • Kaustubh Belapurkar, Director - Manager Research
  • 1:41 minutes

Our conviction on the fund manager Maneesh Dangi’s ability to execute this strategy with finesse, the depth of the research process, and the thorough execution, leads us to maintain a Silver rating.

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Jul 13 2018 12:35 PM
You must release a video on the current burning question of Sebi’s impropriety charge against ICICI Prudential
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