This fund’s investment basket is the top 200 stocks listed on the NSE on the basis of market capitalisation, which has ensured selection of good quality stocks. A safe bet for volatile times is its focus on investing in quality large cap companies, which is well demonstrated in its performance over different times in its nine-year history. These traits make it suitable for investors with moderate risk appetite and an investment time frame of five years.
Launched in the turbulent phase of the 2008 market crash, the fund has come a long way to garner staggering in-flows, making it a fund with a big corpus. The fund manager sticks to his conviction when it comes to stock picking, which could lead to concentrated exposure. However, these risks have worked in the fund’s favour so far. Another hallmark of this fund is its downside containment, which allows it to outperform the benchmark consistently.
Launch Date: May 7, 2008
Fund Managers: Sankaran Naren and Rajat Chandak
Benchmark: Nifty 50 Index
Expense ratio: 2.08
