By Rajendra
Mar 23, 2023
image source -Unsplash
Scheme Analysis
Mid Cap
July, 2002
Nifty Mid Cap 150
– Invests in high growth stocks which are reasonably valued
– Stock selection is bottom-up using in-house research
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upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,338
46,7341
84,350
5.28%
17.73%
13.60%
Monthly SIP of 1,000
– Currently overweight on sectors aligned towards impending domestic economic recovery & consumption
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Schaeffler
Federal Bank
Shriram Transport
Persistent
Navin Fluorine
3.90
3.70
2.50
2.50
2.50
Total - 15.10
suitable for investors seeking capital appreciation by investing in diversified stocks that are generally termed as mid-caps
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12.20
11.00
9.00
7.10
6.90
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
6.50%
15.40%
7.00%