L&T INDIA VALUE FUND - Bull-market star
Quality stocks have been the flavour of the market in the last one year and value oriented strategies have suffered. This reflects in the performance of L&T India Value Fund for one and three years, even as it remains a good long-term performer. It has retained its rating at four stars. This fund identifies value opportunities in sectors and finds companies in special situations such as cyclically low earnings, turnaround and revival plays on a purely bottom-up basis.
Cyclicals should give higher returns as growth picks up
In his book Mastering the Market Cycle, Howard Marks writes, “The greatest way to optimise the positioning of a portfolio at a given point in time is through deciding what balance it should strike between aggressiveness and defensiveness.” L&T Business Cycles Fund, managed by Venugopal Manghat positions its portfolio based on business cycles. We speak to him to understand what business cycles are and what significance they hold in investing.
Prudent choice for 3-6 month money - Jalpan Shah
Wealth Forum recently interviewed Mr Jalpan Shah where he provides investment strategies and portfolio structure for
L&T Ultra Short Term Bond Fund.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.