It\'s advisable to invest in value funds for balanced portfolio\, say experts

It's advisable to invest in value funds for balanced portfolio, say experts

Have a horizon of 5-7 years and allocation should be limited to 15-20% of the equity portfolio

Topics
Portfolio investments | Value funds | stock market trading

Sanjay Kumar Singh  |  New Delhi 

The Sensex has bounced back 20.78 per cent over the past three months. The value fund category, which has been underperforming for a long time, has also risen 16.3 per cent on average, sparking hopes it may be poised for a rebound.

Investors are asking whether the rally in these funds will sustain and if this is a good time to take exposure to the category. Value funds have narrowed down the performance gap vis-à-vis their growth peers in recent times. “The gap between value and growth funds narrowed, both during the fall and the bounce-back over the past few months. These ...

First Published: Mon, July 13 2020. 19:18 IST