By Rajendra
Apr 14, 2023
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Scheme Analysis
Multi Cap Fund
May 11, 2017
Nifty 500 MultiCap 250
– Prudent portfolio of investments across companies and sectors.
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HDFC Bank
Reliance
Infosys
LTI Mindtree
Bharat Forge
8.06
5.45
4.79
3.30
2.51
Total - 24.11
– Actively managed by professional fund managers for potential long term capital appreciation.
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24.66
20.91
12.33
6.06
5.45
– Opportunity to participate in successful businesses through equity market.
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Upto 1 Year - 1.00%
As on 31 Mar. 2023
1 Year
3 Year
5 Year
-3.38%
33.35%
13.77%
An open ended equity scheme investing in maximum 30 stocks across market caps (i.e Multi Cap)
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Large Cap
Mid Cap
45.48%
27.29%
Small Cap
27.23%
upto 1 year - 1%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
11,979
46,092
91,144
-0.32%
16.68%
16.71%
Monthly SIP of 1,000