Mutual funds: Invest & Take Rest!

By Rahul Pithadia – 

Your goals and dreams may vary but the schemes of mutual funds have the power to fulfill them all. Here the toughest part is making an investment decision and selecting the right product. Wealth creation is like test cricket where a sparkling 50 or 100 may not always help you win the game and you need the solidity for 5 days where consistency is the key. So when diving in for a long term its essential to give time to your investments and stay connected. Script selection is also done by Professional Fund manager hence the lack of knowledge of Equity markets is also not a concern. We have one of the best performing funds which is diversified hence the risk associated is moderate with this fund.

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 Large cap, Midcap and Small cap. This fund is ranked 1 in Diversified category by Crisil.

L&T India Value Growth Fund – weekly chart

L&T India Value Fund Chart, L&T India Value Fund

L&T India Value Growth Fundis 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.

Top 5 Holdings:

Top holdings 2

Sector Allocation:

Sector allocation 2

Returns as on 23 February 2016

Returns 2

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.

Investment Perspective: Small investments can be made in this scheme and once the correction is complete the exposure can be increased to capitalize on the next big move. Parking your fund by the way of SIP looks good option for now.

So take Rest and INVEST HERE with FREE Expert Advice, Online Portfolio Access, Monthly Account Statements and much more User Friendly Services.

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