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Exposure to gold to the tune of 8-11% of one’s portfolio is one of the ways to mitigate some of concerns surrounding the current uncertainties.

One of the key aspects of the scheme is its ability to perform well in almost all market cycles in the past three years. It has been a consistent outperformer.

Historically, it has been observed that small-sized companies tend to do well — many a time outperforming large-cap companies — when earnings rally kicks in.

Since rolling returns are calculated on a series of data, there is a very high probability of decent performance from these schemes.

Kotak Emerging Equity Scheme: Fund review

One of the key aspects of the scheme is the quality of its portfolio, which includes companies that have high corporate governance standards, lean cost structure and better balance sheets than their peers in their respective sectors.

Canara Robeco Emerging Equities Fund, the third largest scheme in the large & mid cap category, has consistently outdone its benchmark and peers.

When being well-diversified pays off

Among balanced schemes, SBI Equity Hybrid is the top performer thanks to its conservative approach.

Today, the Nifty 50 index is trading at price to earnings (P/E) multiple of 27 times. In such a situation, it is important to follow the tenet of value investing.

Mirae Asset Large Cap Fund: Fund review

Focus on returns, cash flow pays off.

Among balanced schemes, SBI Equity Hybrid is one of the most stable performers in the long term.

In the past three months, gold prices have risen to close at Rs 38,775 for 10 grams.

Gilt mutual funds are considered ideal for long-term debt mutual fund investors with an aggressive risk profile

In almost all cycles the scheme has beaten its peers and the benchmark index by a reasonably good margin.

Axis Bluechip Fund: Fund review

A large part of the portfolio is invested in financials which include private sector banks such as HDFC Bank, ICICI Bank and Kotak Mahindra Bank.

These funds tend to score well on risk-adjusted metrics and hold dependable stocks in their portfolios.

In the past six months, the scheme has invested in firms which have sound business model but are trading at cheap valuation.

The scheme has been ahead not only of its benchmark index but also its peers in terms of returns.

The time-tested adage says that long-term investors always gain when they buy into good stocks when markets are falling.

Kotak Standard Multicap Fund: Fund review

The very structure of a multi cap scheme which allows investments in companies of all sizes offering diversification is an attractive proposition in present market conditions.

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