Fund Analysis

A fund for all seasons

The fund re-balances its portfolio between equity and debt using valuations. It also uses derivatives to hedge against downside

Last updated: 14-Nov-2022•Research Desk

A fund designed to deliver a smooth sail to investors rather than bumper returns, comparing this fund's returns with those of other balanced funds would be an apples-to-oranges comparison. This fund is far more conservatively managed than others in the category. Its low-volatility returns made it climb

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