Part 2 – What’s the best combination for the mutual fund portfolio – My take
**Part A : Why Bandhan MF is no brainer in my framework **
To keep it simple, I would like to construct a portfolio of funds which has a low beta component to provide stability during market drawdown and a high beta component to provide higher upside in a bull market. All the competition – Axis, ppfas and hdfc etc – is in the low beta part. For High beta there is no competition. As explained earlier in this thread very few fund managers cherish beta in the portfolio. A unique combination of high sector overlap with benchmark, large diversification and small mid cap heavy portfolio give High Beta characteristics to bandhan’s strategy
Part B – Which is a better low beta strategy – ppfas or Axis. To be continued…
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