We like this scheme for the assumed risks it takes by investing in emerging business themes based on exports and outsourcing for which it has been handsomely rewarded. Strategy Although the fund watches out for the opportunities in sectors based on general economic patterns, its concentrated exposure to certain sectors makes it similar to sector funds. According to the fund manager, there is no restriction on buying stocks as long as the valuation comfort exists. Since 2009, this fund has also increased its exposure to small-cap allocation that went up
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