By Cali Crystal May 19, 2020
By Rajendra
Mar 30, 2023
image source -Unsplash
Scheme Analysis
Focused
Jun 5, 2010
BSE 100
Pure Bottom-up, best ideas approach with high active allocation & maintain prudent diversification
Bajaj Finance
TCS
Avenue Supermart
Kotak Bank
Pidilite
9.70
8.52
8.27
7.82
7.35
Total - 41.66
Active high conviction Concentrated focused on sustainable businesses
34.06
13.36
12.35
11.49
6.35
Compact portfolio with max 25 companies diversified across market cap
Typically avoid PSUs
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
10,988
36,636
67,670
-15.36%
1.14%
5.36%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
-12.91%
6.64%
7.59%