Birla Sunlife Mutual Fund has comeup with a new concept ( not a New Fund ) in fund management. By back testing this strategy, they claim the following :
- Even when Nifty or Sensex has delived a negative return ( - 18% ) , this new concept has generated a positive return of +7% to +9%
- In a Bull market, when NSE or BSE has gained by 37%, this new concept has generated again a positive return of +30%
The attached file gives more details about this "downside protected strategy" which has been suitable named as "Freedom Fund".
Our Advise : Investors can try it out practically in a small way, as part of their investment strategy. Once they are convinced, they can top up their investments.
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