By Rajendra
Mar 29, 2023
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Scheme Analysis
Flexi Cap
Nov 20, 2017
Nifty 500
High conviction ideas with improved risk-adjusted return characteristics
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ICICI Bank
Bajaj Finance
HDFC Bank
Infosys
Avenue Super mart
9.14
8.23
7.03
6.68
5.68
Total - 36.76
Bottom up stock selection is key for building credible portfolio
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35.02
10.97
8.04
7.28
6.63
Aim to look for stocks that are at inflation point
Invest across market cap spectrum
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upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
11,486
39,586
75,611
-7.91%
6.29%
9.20%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
-6.46%
10.34%
11.05%