By Rajendra
Oct 5, 2022
image credit -Unsplash
Scheme Analysis
Large Mid Cap
Jun 14, 2007
NIFTY LargeMid 250
Invest to benefit from the stability of large-cap and good growth opportunity of mid-sized companies
ICICI Bank
Reliance
HDFC Bank
ABB
Infosys
8.18
3.47
3.35
3.34
3.31
Total :- 21.65
Choose quality businesses which will stay strong or recover quickly from market & economic shocks
Large Cap
Mid Cap
56.31%
36.95%
Small Cap
6.74%
Fund avoid businesses run by weak management and do not have earnings or growth visibility Fund don’t hug the benchmark and stay fully invested in equities at all times
Financial Service
Capital Goods
27.03
22.20
7.47
6.25
6.04
IT
Healthcare
You invest in large companies that have a proven track record and mid-size companies that have the potential to become large
upto 1 year- 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
6.23%
21.87%
14.04%
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
12,650
50,644
93,396
10.26%
23.53%
17.76%
Monthly SIP of 1,000