Launched in 1999, this is a veteran aggressive hybrid fund which has seen many market cycles. Consistent performance delivered by the fund in recent years has helped it command a 4-star rating from Value Research. It invests predominantly in equity stocks with about 25 per cent allocation to bonds. The latter helps limit losses when equity markets fall sharply. This makes it suitable for conservative or first-time equity investors who are not used to sharp ups and downs of the equity market. The fund re-balances in a disciplined way with the equit
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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.
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