Swapnil Suvarna feels the current uncertainty provides an opportunity to generate superior returns in the long term for your investors and hence recommends five large-cap funds
Since July 2011, Indian markets have fallen steeply, following both domestic and global economy turmoil. These unfavorable market developments have created an opportunity for your clients to invest in equity funds to take advantage of the attractive valuations. Here is a pick of quality five large - cap equity funds that have not only done well in favourable market conditions but have also demonstrated downside protection in bear markets.
HDFC Capital Builder Fund
-
Invests in quality large-cap equities by capturing opportunities that are below fair value.
-
Outperformed its benchmark consistently and has shown good downside protection.
-
Maintains portfolio of less than 40 stocks with large-caps accounting for more than 60 percent.
-
Management’s proven ability of maintaining a quality portfolio to outperform the benchmark consistently across various market cycles. (Read: Fund Analysis
HDFC Top 200 Fund
-
Focuses on investing in quality growth companies that are reasonably valued.
-
Performance has been consistent in generating superior alpha to its investors over various market cycles.
-
Portfolio high on liquidity and quality.
-
Excellent downside protection and management’s conviction in maintaining a quality portfolio. (Read: Fund Analysis
Franklin India Bluechip Fund
-
Invests in well established, large size blue chip companies.
-
Fund manager chases those sectors/equities which are consumption and investment driven.
-
Has consistently emerged as an outperformer with excellent downside protection.
-
Portfolio high on liquidity and quality.
-
Ability to participate in market rallies earlier than its peers. (Read: Fund Analysis
DSP BlackRock Top 100 Equity - Regular
-
Concentrated holdings are accompanied by a strategy of systematic profit booking.
-
Fund scores well on the risk adjusted returns front and offer good downside protection.
-
Run by one of India’s well regarded fund managers with a robust long term track record. (Read: Fund Analysis)
Birla Sun Life Frontline Equity Fund
-
Follows a unique sector selection strategy that has worked well.
-
Focuses on promising large caps which are high on liquidity and quality.
-
Good downside protection
-
Management’s strong ability to gear up equity at attractive levels. (Read: Fund Analysis
Do you agree with our recommendations? Give us your view
