Strategy This fund follows a mid-cap approach with mid- and small-cap allocation of 50 per cent currently. The fund manager builds a diversified quality portfolio with a blend of growth and value and maintains over 70 per cent equity allocation before rebalancing. The allocation is maintained irrespective of the market; for instance, even in 2008, the fund maintained high equity allocation. The high mid-cap allocation does have its pitfalls
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No commissions. No conflicts. Since 1991.
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