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  Industry’s most consistently outperforming diversified equity fund
L&T India Value Fund occupies the No.1 slot in WF’s Performance Consistency Report in the diversified equity funds category over a 5 year period – this is a report that measures outperformance vs peers Y-o-Y to determine the most consistent outperformer. While that is no mean achievement in itself, could it be that value is now giving way to growth as the cyclical recovery takes root?

This balanced fund outperformed Nifty 100% of times
On a 3 year rolling return basis, ICICI Prudential Balanced Fund outperformed Nifty 100% of the times since Apr 2012, and on 74% of these occasions, it returned over 12%. This, complemented with a Y-o-Y alpha generation record has made it an advisor favourite in recent years.

  Small is beautiful for this champion balanced fund
Strong alpha, top quartile performance, and an AuM growth that has only just started to do justice to its track record. That’s in short the story of Principal Balanced Fund – once ignored, but now increasingly coming into advisors’ radar on the back of consistently strong performance.

18.18% 10 yr CAGR from this midcap champion fund
10 years of strong alpha and peer group performance result in an impressive 18.18% 10 yr CAGR return for the Canara Robeco Emerging Equities Fund vs 13.27% for the midcap index and 7.95% for the broad market

  Buying growth at a premium better than focusing only on valuation
At a time when DSP BlackRock Equity Fund commemorates its 20th anniversary, Atul is busy shifting gears to deliver higher alpha. He believes in the current environment, buying growth at a premium is better than focusing only on optically cheap valuations of slow growth businesses, and has realigned the portfolio accordingly.

Alpha generating contrarian equity diversifier
Top overweight ideas in this fund are very different from what you find in the industry, says Amit, which makes a good case for Invesco Contra Fund as a diversifier. Smart contrarian bets while carefully avoiding value traps enables him to consistently generate alpha, which Amit says makes this fund a strong addition to investor portfolios

  Retirement ke pehle bhi, aur baad bhi
Tata Retirement Savings Suite of funds offer a truly comprehensive retirement solution – before and after retirement. There’s an automated life stages linked asset allocation that progressively reduces the equity component as age approaches retirement and upon retirement, there’s also an automated SWP on monthly/quarterly payout options that can be triggered to generate regular cashflows from the accumulated corpus.

The next potential outperformer
I Pru’s presentation on its Top100 Fund bills it as “The Next Potential Outperformer”, and Naren helps us understand why he believes so. The fund’s skew towards large caps – which he believes look relatively more attractive than mid and small caps, its conviction based contra call on telecom and its bets on the infra space which Naren sees creating wealth in the next 3-5 years, give him the confidence to believe that this fund can indeed be the next potential outperformer.

  Time to shift gears on earnings outlook
Its time to shift gears from a near term earnings outlook (which has been the focus in recent years) to a strategic and longer term earnings outlook on sectors and stocks to fully capture earnings potential and returns potential in the coming years.

Unique midcap strategy delivers robust performance
70% of L&T Midcap Fund's portfolio invested in scalable moats at a reasonable price and 30% in deep value stocks in the midcaps space: a hybrid between quality GARP and value. Unique combination enables fund to perform in growth as well as value cycles.

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