Monday, 22 January 2018

Fund review: Aditya Birla SL Top 100 Fund



Markets are touching new high almost every day. There is elation in the market, but a sharp fall can upset the current party. To deal with such anxiety, it makes sense to be with schemes with focus on large-sized companies because the possibility of a massive fall in large-sized companies is not as big as in mid- and small-sized companies. Also, large-sized companies are better equipped to deal with high volatility given the strength of their balance sheet, dominant market share and better cash flows from operations. Among large-cap schemes, Birla Sun Life Top 100 should serve as a good investment option. Managed by Mahesh Patil, the scheme follows a buy-and-hold strategy and dedicates a large part of its portfolio to large-sized companies. In the past three years, Birla Sun Life Top 100, a five-star rated scheme, has not only beaten its benchmark, Nifty 50, but also its peers. In the past three- and five-year periods, the scheme has delivered 11% and 17% returns (compounded annual growth rate), while Nifty 50 has given 8% and 12% returns. In the past six months, Patil has enhanced exposure to contrarian bets such as energy stocks. Though these stocks may be out of favor in the market, they have earnings' visibility in the coming quarters.

 

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