This fund has done better than the benchmark over the last 1–2 years and is a good fund to consider for one’s portfolio. Being a mid cap fund, it has seen a draw down over the last several months.
What % of your portfolio should it occupy?
This depends on your risk profile and how much you are risk you wish to take? If your risk level is moderate, you may consider L&T Large & Mid cap fund that target a basket of 250 stocks. Take a risk profile here.
What time horizon?
The 5 years suggested may not be enough for a full equity cycle. A horizon of 8–10 years or more must be considered for investing in a higher risk fund class such as small caps.
See More: L&T Mid Cap Fund
