By Rajendra
May 25, 2023
Large Cap
Jan 5, 2010
BSE 100
Predominantly large cap strategy with moderate allocation to midcaps
HDFC Bank
ICICI Bank
Bajaj Finance
Avenue Supermart
TCS
9.46
9.19
7.79
5.93
4.95
Total - 37.32
Aim for delivering superior risk adjusted returns
37.64
9.89
7.35
5.14
4.54
Uses bottom-up stock selection process
upto 12 month - 1%
As on 2 May. 2023
1 Year
3 Year
5 Year
12,062
39,564
75,806
0.98%
6.27%
9.32%
Monthly SIP of 1,000
Stocks are selected in the portfolio based on their ability to grow earning on a sustainable basis
Upto 1 Year - 1.00%
As on 2 May. 2023
1 Year
3 Year
5 Year
-0.23%
15.09%
10.29%