By Rajendra
Oct 5, 2022
image credit -Unsplash
Scheme Analysis
Flexi Cap
Feb 03, 2015
NIFTY 500
Fund follow a flexible approach that lets us switch between small, mid, and large-cap companies
ICICI Bank
Infosys
Reliance
HDFC Bank
SBI
9.02
5.86
5.08
4.99
4.44
Total :- 29.39
Fund do not invest in weak businesses that can be highly impacted by market shocks
Large Cap
Mid Cap
72.84%
18.73%
Small Cap
8.44%
Fund invest in quality businesses and managements that have a proven track record of coping with big change
Financial Service
Capital Goods
35.01
10.22
9.38
7.80
5.38
Oil Gas
IT
You invest in strong companies that do well in positive markets and are stable in negative markets
upto 1 year- 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
4.29%
18.94%
12.71%
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
12,492
49,225
88,799
7.73%
21.47%
15.70%
Monthly SIP of 1,000