We like this fund for its consistent performance in the past five years; by maintaining a portfolio of high quality stocks across cycles, which has resulted in superior performance. Strategy This fund invests in 4-5 sectors of the economy that are expected to outperform the broader market in short- to medium-term. It also adopts a mix of momentum and defensive approach to allocation, which has helped the fund do well when the markets have done well and managed to check the fall during bear phases. This approach is reflected in its current portfolio which is overweight
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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.
No commissions. No conflicts. Since 1991.
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