Fund Analysis

Experience matters

We like this oldest fund in the category for its ability to hold on to its own in every market cycle...

Last updated: 14-Nov-2022•Research Desk

Strategy The fund tilts towards large-cap stocks with current large-cap allocation of more than 60 per cent. The fund manager actively manages the asset allocation between equity and debt, with 66 per cent equity exposure. Equity investments are in quality large-cap stocks such as Reliance Industries, BHEL, HDFC, ITC, Hindustan Petroleum and HDFC Bank. The equity portfolio is well-diversified without any restriction on the allocation to stocks

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