By Rahul Pithadia –
Demonetization has created an euphoria within the crowd and everyone is busy in parking their money into the safe sack. Mutual fund will also be considered as the safe home and are likely to get significant cash inflow once the banks start reducing the interest rates.
For diversified funds the portfolio is spread across different market capitalizations, they are less risky than the mid and small cap funds but little riskier than the large caps. They are suitable to the investors with moderate risk appetite
L&T Value India Growth Fund – weekly chart
L&T India Value Growth Fund is an open ended scheme launched in January 2009. This belongs to a Diversified category as the fund has exposure across Largecap, Midcap and Smallcap. This fund is ranked 1 in Diversified category by Crisil.
Portfolio Analysis: Top Holdings and Sector Allocation for this fund are shown below:
Risk Profile: This fund belongs to the high risk category given complete exposure only to equity. However, by way of SIP the risk can be reduced and also prudent asset allocation across different scheme including debt and balanced fund can provide optimum mix and reduce the risk. Also as we think long term trend for Nifty is on upside this fund offers good opportunity to ride the next wave of up move.
Investment Perspective: one can continue to invest in this fund in staggered fashion. We will highlight here when the ongoing correction is on verge of completion.
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