Stay updated with breaking news from Value Research. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
The fund exhibited erratic outcomes for many years till 2020. Since 2021, the funds return profile has visibly picked up. It must sustain this momentum in order to improve on its earlier patchy track record.
What investors need is not emotionally charged reactions, but a fact-driven framework, one that provides a quick quality check for every stock, as a starting point. Such a system could filter a large number of stocks through an objective, rulebased model to spot quality, and just as importantly, the lack of it.
SUNDARAM SMALL CAP: The current allocation to large caps is due to the expected volatility over the short term. It mainly invests in attractively valued high-growth stocks. It aims to deliver alpha from both sectoral bets and stock picking.
SUNDARAM SMALL CAP: The current allocation to large caps is due to the expected volatility over the short term. It mainly invests in attractively valued high-growth stocks. It aims to deliver alpha from both sectoral bets and stock picking.
ET Wealth annual ranking of tax-saving instruments helps such individuals make the right choices. We assessed 10 tax-saving options on eight key parameters—returns, safety, flexibility, liquidity, costs, transparency, ease of investment and taxability of income. Each parameter has equal weightage and the composite scores determine the place in the ranking.