By Cali Crystal May 19, 2020
By Rajendra
Mar 28, 2023
image source -Unsplash
Scheme Analysis
Large Mid Cap
Oct 22, 2018
Nifty Large Mid Cap 250
-Domestic Large Cap – 30-35% -Domestic Mid Cap – 35-40% -Foreign Securities – Up to 35%
Bajaj Finance
PI Inds
Tata Elxsi
Cholamandalam
Avenue Supermart
8.07
6.10
4.78
4.17
4.11
Total - 27.23
Market leaders in emerging industries or higher growth companies in establish business
18.16
10.68
9.99
8.05
7.28
High conviction bottom-up based portfolio construction
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
53 Month
11,646
42,910
72,767
-5.45%
11.78%
14.44%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
53 Month
-2.51%
17.23%
15.90%