This fund follows a value focused approach to investing with a tilt to large-cap stocks in its portfolio. The aim of this fund is to invest in companies with high growth rates or potential. It will focus on companies offering the best trade-off between growth, risk and valuation. And, it does manage to stick to this objective efficiently. To achieve what it has set out to, the fund’s portfolio tends to tilt towards sectors and stocks that are on the verge of a turnaround. It is for this reason that the fund has a higher allocation to mid-cap stocks, which have the potential for high growth over time.
Do not go by its recent performance, in the long run, it manages to do better than its benchmark with significant outperformance. Stay invested in this fund for 3-5 years and chances are it would pay off handsomely. The quality of stocks in its portfolio signifies the quality conscious approach the fund manager takes, which is visible in its performance.
Launch Date: June 29, 2007
Fund Managers: Anand Radhakrishnan, Roshi Jain and Srikesh Nair
Benchmark: Nifty 500 Index
Expense ratio: 2.33%
