Fund Analysis

Blending growth and value

A versatile fund with a reasonably good track record that is flexible with both investment style and portfolio allocation

A versatile fund with a reasonably good track record that is flexible with both investment style and portfolio allocation

The fund has built up a pretty decent long-term performance record with a little bit of everything - growth as well as value flavours, exposures across market cap segments, good stock-level diversification, and long-term holdings laced with short-term opportunistic bets. This makes it one of the more versatile tax savers around. The fund 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 The fund boasts of a reasonably good long-term performance record and as a result, it has remained steady at a four-star rating for a fair while now. It does hit some rough patches every now and then but these phases never really put it out of contention, as it has a knack of bouncing back well. For instance, it found itself in the third quartile of the category in 2017 and 2018 but staged a great comeback in 2019 to be ranked among the top-three. The fund tends to fall slightly more than the category avera

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