L
AUM: ₹474 crore
1-year return: 10.49%
FUND MANAGERS: Jalpan Shah, Praveen Ayathan and Soumendra Nath Lahiri
A fund for conservative investors, it used the PE ratiobased asset allocation model. The net long equity allocation will be determined based on the month-end weighted-average PE ratio of the Nifty 50 Index and the portfolio is rebalanced within the first five business days of the following month. Once the Nifty PE crosses 22, the fund has a net long position of 20-30% in equities. If PE goes below 14, the fund has a net long position of 70-80%. The fund manager uses a bottom-up approach for stock picking, has a diversified portfolio and adopts a multi-cap strategy for the equity portfolio.
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