This veteran fund has witnessed several market cycles and has made a name for itself owing to its superior performance, especially under the reigns of its current fund managers. Aggressive hybrid funds invest predominantly in equity stocks with some allocation to bonds. The latter helps it limit losses when the equity markets fall sharply. Therefore, they tend to be relatively less volatile than pure equity funds. They won't deliver blockbuster returns during bull runs, but they'll provide more downside protection during market corrections. This makes them suitable for conservative or first-time equity investors who are not familiar with the sharp ups and downs of the equity market. Investment strategy and portfolio The fund's equity allocation varies in the range of 65-75 per cent of the total assets, while the rest is invested in debt/cash. Until 2017, mid and small caps had substantial allocation in the equity portfolio, but the allocation to large caps has increased over the years. This is likely to be the norm from here on, given its large asset size. A staunch bottom-up approach focused on the business model, managem
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 Plans
Already a subscriber ?Log In
New episodes every Friday 
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.
