
It is often said that in investing, avoiding bad decisions is just as important (if not more!) as taking the right ones. This fund has a knack of doing just that, going by its track record of navigating the market crashes. The fund doesn't top the league tables in bull runs, but it protects downside well during market falls to deliver good returns over a market cycle. Despite its impressive long-term performance record, it doesn't even figure among the top-15 in its category on the basis of its assets under management (AUM). It is suitable for investors looking to build wealth in the long-run and also save tax under Section 80C. But remember, it will lock your money in for three years from the date of investment. Performance This fund doesn't set the records on fire during heady bull runs but knows how to tame the bears really well. In the last 13 calendar years, it has underperformed an average peer only three times but never in a year when the markets have crashed. In fact, in every such year (2008, 2011 and 2018), it has been in the top quartile of the category. The fund continued to display the same trait during th
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