By Rajendra
Oct 3, 202
image credit -Unsplash
Scheme Analysis
Flexi Cap
Apr 29, 1997
Nifty 500
Long Term wealth creation requires long-term survival & business growth. Framework takes a structured approach to investing & help achieve same
HDFC Bank
ICICI Bank
Bajaj Finance
Infosys
Avenue Supermart
9.64
7.35
5.98
4.39
4.13
Total :- 31.49
Large Cap
Mid Cap
65.00%
26.30%
Small Cap
9.10%
Business - To ensure longevity & survival Management - Credible management with prudent capital allocation & past track record
This fund invests flexibly across carefully selected companies of different sizes- large, mid or small.
upto 1 year- 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
-3.42%
18.32%
11.88%
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
12,144
47,001
87,197
2.25%
18.15%
14.96%
Monthly SIP of 1,000