We like the erstwhile Money Plus Advantage fund for its discipline to stick to its mandate of under 10 per cent equity exposure. Strategy This fund sticks to its mandate to mostly invest in a diversified portfolio of debt and money market securities. Depending on the fund managers' views on equity, the fund invests in equity to enhance the overall portfolio returns. In its short history of 5 years, this fund has maintained a compact equity portfolio with no more than seven stock
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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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