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The fund has consistently beaten its benchmark and should continue to do so in future with the strong composition of its portfolio. Investors with a low-risk appetite should consider the fund, but their investment horizon needs to be long
The fund has been active for 18 years and seen a sufficiently large number of market cycles. The fund has stood firm in terms of performance and has consistently beaten its benchmark the S& P CNX 500 in terms of returns. In the last five years when the S&P CNX 500 index delivered 4.2% returns, the fund delivered 7.4% returns. This consistent performance of the fund can be attributed to its strong composition - around 66% growth stocks with value stocks making up the rest.
The fund has increased its exposure to the healthcare sector over the last five years to 10% from 2-3% five years ago. The fund believes that the sector not only offers a defensive shield, but also reasonably good growth in the coming quarters. Meanwhile, the fund reduced its exposure to the media sector (both print and broadcast companies) significantly, as it impacted its performance. It cut its exposure to 2-3% at present from 10%. Besides healthcare, the fund also has focus on credit rating agencies in the financials sector. It believes that the presence of small number of players in the sector and their global ties work better for these companies at present.
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