One of the more stable performers in the aggressive hybrid category, this seasoned fund has successfully manoeuvred several market cycles under the leadership of its experienced fund managers. The fund's performance has improved consistently since 2012, when R Srinivasan took over the reins as the fund manager. In any block of five years, the fund has beaten its category peers year after year. However, the fund found itself in the bottom half of the category in 2020-21.
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.
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