By Rajendra
Apr 20, 2023
Scheme Analysis
Category
Large & Mid Cap
Inception
Jul, 9, 2010
Benchmark
Nifty Large MidCap 250
AUM - 23,447 Cr
Fund Manager
Neelesh Surana & Ankit Jain
HDFC Bank
ICICI Bank
Axis Bank
Reliance
SBI
5.97
5.03
4.18
4.06
3.21
Total - 22.45
invests 35-65%+ in large cap companies & 35-65% in mid cap companies
Bank
IT
Pharma
21.96
7.67
6.64
5.82
5.45
Consumer Durable
Industrial Product
opportunity to participate in the growth of emerging companies which have the potential to be tomorrow's bluechip
Upto 1 Year - 1.00%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
-2.71%
29.85%
14.22%
Investment approach is bottoms up approach: driven by value investing, in growth oriented businesses.
upto 12 month - 1%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
11,762
43,370
86,299
-3.66%
12.51%
14.54%
Monthly SIP of 1,000
aimed at participating in high quality businesses upto a reasonable price and holding