Presenting another exciting Investment option as a part of our #FeaturedProduct Series
Managed by Bharat Lahoti & Bhavesh Jain, this scheme blends both equity & debt assets under the same umbrella with a higher allocation to equities.
While the Nifty has delivered 12.5% over the last 5 years annually, with nifty being a 100% Equity portfolio, the fund has delivered a close 11.6% over the same tenure with 70% equity and the remainder in Debt.
Thus, this strategy works best for investors who prefer some kind of stability in the portfolio during hard times but maintain a similar Equity debt ratio to balance the risk-reward benefit.
*Disclaimer: Views expressed are for informational purposes only and do not constitute any Financial Advice whatsoever. Please consult a financial advisor and read offer documents carefully before investing.
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