This fund has managed to retain a four- or five-star rating in the choppy markets of the last seven years. It has beaten its benchmark and peers by handsome margins over one-, three- and five-year time frames. A solid performer, it has been among the top ten funds in the balanced category in eight of the last ten years. Strategy: The fund retains a roughly 75:25 equity
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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.
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