By Cali Crystal May 19, 2020
By Rajendra
Mar 28, 2023
image source -Unsplash
Scheme Analysis
ELSS
Jun 29, 2012
Nifty 500
Invests in quality businesses for long term through bottom-up stock picking
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Bajaj Finance
TCS
Avenue Supermart
Kotak Bank
Nestle
8.57
8.49
8.32
7.07
6.36
Total - 38.81
Invest across market cap – Large cap 50-100% & Mid Cap upto 50%
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34.12
14.86
10.38
9.54
6.36
Quality businesses through their market cycle
Fund Avoid- Highly cyclical & highly regulated sector
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3 Year lock-in
As on 28 Feb. 2023
1 Year
3 Year
5 Year
11,283
37,860
71,319
-10.97%
3.31%
6.86%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
-8.96%
8.02%
8.45%