By Rajendra
Nov 2, 2022
Scheme Analysis
Mid Cap
Apr 19, 2007
BSE MidCap 150
• Using a bottom up stock picking approach with a top down overlay.
Sundaram Fasteners
Trent
UNQ Minda
Craftsman Automation
Ashok Leyland
3.29
3.17
2.79
2.64
2.36
Total 14.25
• In scalable / niche businesses with attractive return ratios, strong cash flows with healthy balance sheet position.
15.38
8.32
7.12
7.03
5.39
• At a portfolio construction level, our reasonably concentrated portfolio is significantly different from the benchmark
• With larger allocation towards growth oriented companies that are trading at reasonable valuations.
Upto 1 Year - 1.00%
As on 30 Oct. 2022
1 Year
3 Year
Since Inception
1.41%
22.68%
14.46%
upto 1 year - 1%
As on 30 Oct. 2022
1 Year
3 Year
5 Year
12,293
49,942
93,835
4.57%
22.49%
17.94%
Monthly SIP of 1,000