Regarding the enhanced performance, we haven’t made very significant changes. We have followed the standard template: buy head-winded or value businesses, and then over a period of time wait for tailwinds to reappear. We supplement this by maintaining a strict valuation discipline; ensuring we reduce exposure or exit the position when valuation multiples more than adequately reflect that the turnaround or value discovery of that business is close to complete.
Planning to start your mutual fund investment journey in Samvat 2081? Here’s how to do it right
Investing in mutual funds during Samvat 2081 can yield substantial returns, especially with a long-term strategy. Focus on large cap funds for lump sum investments
October 31, 2024