IDFC Sterling Value Fund

Anoop Bhaskar took over its reins in April 2016. He is an apt fit here and has the requisite skill sets to successfully execute the strategy. The fund was shifted from its traditional small/mid-cap category to the value category last year. Anoop Bhaskar draws on his experience, in-depth understanding of stocks, and analyst recommendations while investing. He runs the fund using relative valuation strategy rather than absolute valuation. Bhaskar looks at three attributes for evaluating a stock on valuation--that is, price/earnings, price/book, and enterprise value/sales--over a trailing 12-month period. A stock qualifies on his valuation expectation if two out of these three attributes are lower than the industry average. While investing, he tries to understand long-term trends and pick fundamentally sound companies, having monopolistic presence, at early stages, and to have a...