Launched in December 2018, this is a relatively new member of the equity savings category, and in December 2021, it began its Value Research Rating history with high flying five stars. But more importantly, it has demonstrated the tenets we seek out from a fund of our choice for regular income. Top it up with the credibility we attach to brand Mirae and what you get is a promising addition to a bucket that has usually been short of worthy investment ideas. Being an equity savings fund, it invests in a mix of equity shares, bonds and arbitrage opportunities. While the equity portion strives to provide capital appreciation, the debt and arbitrage positions aim to generate steady income. Overall, this combination is suitable for a medium investment horizon of around three to five years. Regular income seekers looking for a simple, hands-free solution should also find this fund to their liking. The investment strategy and portfolio According to the stated asset allocation of the fund, the net (unhedged) equity allocation can vary between 20-45 per cent, going up as the equity valuations get more attractive. However, in practice, the fund follows a strategy
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