What to look for? Inner strengths or Outer ranks?

By Rahul Pithadia – 

Every investment made has its own strengths and weakness or an emotional cause in the backstage, some can help you reach your goals in quick succession while some can turn out to be fat ladies. It is important to look at the potential of the Stocks held by the fund manager, his abilities to play with it rather than looking at the star ratings, ranks and the fame received by the fund in a particular scenario. Why I am saying this is because it’s a market cycle, what goes around comes around, at the end the one with inherent capabilities sustains and help us fetch our desired outcomes.

The below mentioned fund looks to be prominent with balanced risk reward, that mainly focuses on inclusion of undervalued stocks with potential.

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 2 in Diversified category by Crisil.

 

L&T Value India Growth Fund – weekly chart.

L&T Value India Growth Fund – weekly chart.

Portfolio Analysis: Top Holdings and Sector Allocation for this fund are shown below:

Top holdings image 20170301

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.

 

Invest NOW in L&T Value India Growth Fund online –Click here

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