“Though these funds can act as a cushion in volatile markets
and may offer above average returns in the long-term, they seldom make it to
the top of the performance chart,” says Tanvir Alam, founder and chief
executive officer, Fincart, Investment planning services in India a financial planning firm. These schemes are meant
for conservative equity investors, focusing more on containing risk than
earning top of the table returns.
“Investors keen to protect the downsides should consider
investing in dividend yield funds to the extent of around 10% of their equity
portfolio,” adds Alam. He likes Birla Dividend Yield Plus Fund with a five-year
investment time frame.
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