We like this fund for its ability to achieve consistent risk-adjusted returns across market cycles. A well-diversified portfolio of quality stocks helps this fund maintain its performance edge irrespective of the market movement. Strategy This fund adopts a top-down approach by evaluating economic trends and analysing various sectors before it invests in both value and growth stocks. This has helped the fund during phases when the markets were volatile, such as 2004 and 2008, when it managed to protect the fall better than its benchmark. The fund manager maintains an average equ
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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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