By Rajendra
Mar 25, 2023
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Scheme Analysis
Large & Mid Cap
Jun 14, 2007
Nifty LargeMid Cap 250
Invest to benefit from the stability of large-cap and good growth opportunity of mid-sized companies
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ICICI Bank
HDFC Bank
Infosys
Reliance
Axis Bank
6.01
5.92
3.48
3.25
3.07
Total :- 21.73
Choose quality businesses which will stay strong or recover quickly from market & economic shocks
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Large Cap
Mid Cap
54.84%
38.69%
Small Cap
6.47%
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Fund avoid businesses run by weak management and do not have earnings or growth visibility Fund don’t hug the benchmark and stay fully invested in equities at all times
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27.99
11.07
8.85
7.38
5.64
You invest in large companies that have a proven track record and mid-size companies that have the potential to become large
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upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
11,922
44,582
84,798
-0.42%
14.44%
13.83%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
3.41%
16.86%
11.22%