Investment
depends upon three main factors age, risk tolerance, income streams etc.
However the task is to determine which investment avenue will make wonder for
you in future and help to beat the inflation rate. It is also essential to diversify
because we have no way of knowing which ones will work for and which one will
fall against us. In such cases diversification plays a key roles and one of the
outperforming fund for 2017 is mentioned below.
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 2 in Diversified
category by Crisil.
L&T Value
India Growth Fund – weekly chart
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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