By Rajendra
Apr 8, 2023
image source -HDFC MF
Scheme Analysis
Focused
Sep 17, 2004
Nifty 500
The scheme would be flexible enough to invest across market capitalization.
Strategic and long-term stock selection will be applied.
ICICI Bank
HDFC Bank
HCL Tech
Infosys
SBI
9.35
8.09
4.78
4.74
4.49
Total - 31.25
The scheme would be flexible enough to invest across market capitalization.
Shall take company governance history, ESG sensitivity, and transparency into reference
27.12
11.35
6.26
5.64
5.50
Focus on effective management that can grab opportunity and manage risks.
Focus on value rather than just conventional metrics like P/E or P/B to ensure a fair margin of safety.
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,817
51,856
92,914
11.98%
25.23%
17.53%
Monthly SIP of 1,000