By Rajendra Mar 21, 2023
Flexi Cap
Jan 1, 1995
Nifty Multicap 50:25:25
ICICI Bank
HDFC Bank
Infosys
SBI
HCL Tech
9.53
6.06
5.78
5.53
4.59
Total - 31.49
-Track record of good corporate governance
Focus on Quality companies
-Fundamentally strong companies
-Strong management
Image Credit- Unsplash
25.75
12.22
6.83
5.24
5.10
-· Position sizing
Risk Management
-Compliance with regulatory & internal risk
-· Diversified across sectors & themes
Image Credit- Unsplash
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
14.99%
22.42%
12.16%
·- Due evaluation of market characteristics - Liquidity, market impact
Risk Management
-· Avoiding companies where risks involved are not well understand
Image Credit- Unsplash
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,600
50,766
92,605
9.56%
23.61%
17.43%
Monthly SIP of 1,000
Caption