Canara Robeco Infrastructure Fund packs quite a punch with its performance

This tiny fund packs in quite a punch. After an absolutely dismal 2006, it shot to prominence in the bull runs of 2007 and 2009. Its fall in 2008 was in line with the category average. A move that hit the fund was the increased exposure to Metals which the fund manager got into late 2007 and continued upping all the way into April 2008. The bad timing did not help. So when Shah took over the fund in April 2008, he began by lowering the exposure to Metals. Shah's philosophy is to buy stocks with a secular growth s

This article was originally published on August 03, 2010.