Performance
The fund had some great years. In 2008, it curbed its fall to a great extent putting it in the second slot on the performance ladder. It went on to win the Morningstar Fund Awards in March 2009 in the Equity Linked Savings Scheme, or ELSS, category.
Though its 10-year annualised return of 20% is remarkable, the calendar year performance since 2009 has not been impressive.
Our observation: Under Venkatesan, the fund has delivered sub-par returns compared with its peers.
To view the fund's performance, click here.
Next: Investment approach