Fund Analysis

Steady Management

The fund may not be a star performer but it has proven its mettle over longer investment horizons and is a worthy investment

Launched in February 2006, the fund has witnessed multiple market cycles in its long history. It found the going tough in its initial years as it was placed in the bottom quartile in 2007, 2008 and 2010. But after Sohini Andani took over the fund management in late 2010, the fund's fortunes turned for the better and it was ranked in the top half of the category in each year between 2012 and 2017. After a blip in performance relative to benchmark and category in 2018, the fund pulled up its socks to catch up in 2019. The fund's performance record suggests that it tends to fall a bit more than the category in the bear phases but m

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