By Rajendra
Feb 14, 2023
image source -Unsplash
Scheme Analysis
Mid Cap
Jan 30, 2018
Nifty MidCap 150
The scheme would invest minimum 65% in Mid Cap companies and upto 35% in stocks in other than mid-caps
Image Credit - Unsplash
Federal Bank
Grindwell Northon
Max Healthcare
Aboot India
PNB
3.95
2.83
2.70
2.52
2.49
Total 14.79
– Selection of focused sustainable businesses from across sectors
Image Credit - Unsplash
20.67
15.51
10.85
6.11
5.84
– Potential to generate higher risk adjusted returns in the long term
Image Credit - Unsplash
Upto 1 Year - 1.00%
As on 31 Feb. 2023
1 Year
3 Year
Since Inception
-0.78%
19.18%
11.74%
– Active management of portfolio with primary investments in mid-caps
Image Credit - Unsplash
Large Cap
Mid Cap
6.33%
71.31%
Small Cap
22.36%
upto 1 year - 1%
As on 31 Feb. 2023
1 Year
3 Year
5 Year
12,173
47,853
92,334
2.67%
19.37%
17.26%
Monthly SIP of 1,000