By Rajendra
Oct 1, 2022
image credit -Unsplash
Scheme Analysis
Flexi Cap
Sep 16, 2003
BSE 500
- Flexible approach of investing in a mix of large, mid & small cap - Focus on bottom-up stock selection aligned with market Top down risk allocation
Large Cap
Mid Cap
70.95%
21.65%
Small Cap
2.56%
-Have earning CAGR visibility - Enjoy competitive business advantage - Are available at reasonable valuations
ICICI Bank
HDFC Bank
Reliance
Infosys
SBI
8.23
7.43
5.63
5.45
3.72
Total :- 30.51
Alpha generators are quality companies, irrespective of their market cap or sector could be based on
-Theme -Turnaround - Capital allocation changing
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
1.02%
20.80%
14.03%
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
12,258
48,394
91,215
4.05%
20.24%
16.79%
Monthly SIP of 1,000