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An Open-ended "Asset Allocation scheme "
Equity Valuation comes down
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Equity Valuation goes Up
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Equity asset allocation is decided on the basis of
Trailing PE Ratio of S&P BSE100 index
Increase Equity Exposure and other ratios lke P/B, Dividend yield, et. Reduce Equity Exposure
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Upside Participation - Downside Protection
lat Markets Falling Markels
Sensex 0.18%, BAF 290% Sensex (14.34%), BAF (5.31%)
SAP BSE Sersex = BSL DAAF
SL BAF
{Limiting the Losses
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‘HIS Balanced Fund ~ Aggressive Index (Bench) 1630 617 1196
58 PBSE Sensex 1: io 67
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