By Rajendra
Oct 4, 2022
image credit -Unsplash
Scheme Analysis
Focused
Jun 10, 2010
Nifty 500
This fund invests in a focused portfolio of up to 30 stocks of large, mid or small sized companies.
ICICI Bank
Ultra Tech
Bajaj Finance
SBI Life Insurance
Infosys
9.77
6.60
5.97
5.95
5.82
Total :- 34.21
Large Cap
Mid Cap
63.50%
31.90%
Small Cap
4.50%
based on macro factors, with a focus on companies with higher growth prospects and attractive valuations
IT
– Have the patience & mental resilience to remain invested for a decade or more. – Recognize market falls as good opportunities to invest even more.
upto 1 year- 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
-2.57%
12.21%
9.08%
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
12,344
45,234
81,522
5.39%
15.44%
12.23%
Monthly SIP of 1,000