Fund Analysis

Steady accumulator

We like this fund for its nimble feet that straddle across market cycles to provide consistent returns. A healthy dose of international diversification further adds to its lure

Strategy The fund adopts a long term disciplined approach and follows the value style along with focus on stocks with attractive dividend yields, both in India and overseas; in emerging markets like Taiwan, Korea and Turkey. The fund’s international allocation has not crossed 35 per cent of the equity portion since launch despite the leeway to go up to 50 per cent. And equity exposure remains above 90 per cent all the

Fund Advisor

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