By Rajendra
Oct 7, 2022
image credit -Unsplash
Scheme Analysis
Large Mid Cap
Feb 1, 2007
NIFTY LargeMid 250
– Large and Mid Cap fund with minimum 35% in each category.
ICICI Bank
Reliance
HDFC Bank
Infosys
Larson & Tourbro
7.60
4.40
3.80
3.60
2.70
Total :- 22.10
Top down approach with a focus on theme/ sector allocation with a view to buy the secular growth opportunities
– Diversified Portfolio of ~65-70 stocks
Bank
Auto Component
18.50
7.80
7.80
6.70
5.30
Consumer Durable
IT
upto 1 year- 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
4.08%
22.17%
12.29%
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
12,475
50,345
91,179
Monthly SIP of 1,000