Fund Focus

Keeping it Simple

We like this fund for not indulging in over-diversification, leading to consistent returns over the long term.

Strategy The scheme aims to have a concentrated, well-researched portfolio of around 20-50 stocks so that there is no over-diversification and reduction of investor’s return. The fund’s average equity allocation is 94 per cent and has 50 per cent of its portfolio invested in large cap stocks while the rest being spread among mid and smal

This article was originally published on September 27, 2013.


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