A relatively new entrant in the balanced fund category, this fund has nevertheless put up an impressive show in the four years since launch. It has beaten its category by a wide margin both over one and three years. Strategy: The fund parks 65-75 per cent of the portfolio in equities and the rest in debt. The scheme maintains a steady-state allocation between the two asset clas
Buy, hold, or switch. Get the call.
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.
See PlansAlready a subscriber ?Log In