In a short span of six years, this fund has emerged into a consistent performer in both bear and bull phases. What we like about this fund most is its low expense ratio of 1.25 per cent, least amongst actively-managed funds. Strategy This fund follows a 'buy and hold' approach with respect to the stocks it invests in with valuations playing a key role. The exposure to each stock is restricted to under 5 per cent, with an average of 25 stocks in the portfolio. However, the 5 per cent restriction is not applicable on st
Buy, hold, or switch. Get the call.
How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.
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