By Rajendra
Apr 16, 2023
Scheme Analysis
Large Cap
Jun 9, 2006
BSE 100
HDFC Bank
Reliance
ICICI Bank
Infosys
ITC
9.88
9.32
7.90
5.64
4.13
Total - 36.87
Fund aims to generate steady returns by investing in the leading stocks of the chosen sectors, predominantly amongst the large cap universe
28.10
14.60
9.30
8.20
5.80
Buying the right sectors – Identifying & investing in the right sectors with the flexibility to have large deviations from benchmark sector weights.
Large Cap
Mid Cap
91.04%
3.71%
Small Cap
5.24%
Investing in sector leader companies having strong fundamentals, solid execution track record.
Upto 1 Year - 1.00%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
-4.00%
24.45%
9.75%
Opportunistic allocation to take advantage of any mispriced opportunities or a benevolent risk-on environment.
upto 12 month - 1%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
11,8814
41,483
77,469
-1.82%
9.83%
10.14%
Monthly SIP of 1,000