By Rajendra
Oct 15, 2022
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Scheme Analysis
Mid Cap
Dec 26, 2007
Nifty MidCap 150
Trideep Bhattacharya & Sahil Shah
Fund invest only in quality businesses having profitable products and services and run by good managements
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ABB
Cummins India
Federal Bank
Trent
Cholamandalam Invest.
4.29
3.85
3.82
3.51
3.48
Total 18.95
Large Cap
Mid Cap
9.09%
69.50%
Small Cap
21.42%
Fund avoid businesses run by weak management and those who do not have earnings or growth visibility
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20.94
19.94
10.17
8.10
8.06
Fund invest in strong businesses that promise good earnings growth opportunities
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Upto 1 Year - 1.00%
As on 30Sep. 2022
1 Year
3 Year
5 Year
5.10%
26.28%
15.29%
You want to invest in emerging businesses that can become big tomorrow
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upto 1 year - 1%
As on 30 Sep. 2022
1 Year
3 Year
5 Year
12,668
54,399
1,01,000
10.51%
28.78%
20.97%
Monthly SIP of 1,000
You will ignore any short-term negative performance or sharp changes in the value of investment
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