By Rajendra
Sep 17, 2022
image source -HDFC MF
Scheme Analysis
Large & Mid Cap
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.
The scheme would be flexible enough to invest across market capitalization.
Shall take company governance history, ESG sensitivity, and transparency into reference
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.
ICICI Bank
HDFC Bank
SBI
HCL Tech
NTPC
8.96
8.87
5.08
4.44
4.31
Total - 31.66
Large Cap
Jul
74.30
9.90
8.30
Aug
74.70
Mid Cap
Small Cap
7.90
7.10
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
22.08%
21.38%
10.46%
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
13,419
54,707
93,815
22.76%
29.23%
17.94%
Monthly SIP of 1,000