By Rajendra
Sep 16, 2022
image source -HDFC MF
Scheme Analysis
Mid Cap
Jun 25, 2007
Nifty Midcap 150
Fund invests in mid-cap stocks (65-100%), & balance in small-cap stocks, large-cap stocks, & debt
Portfolio constructed on a bottom up basis
Identifying companies with sound financial strength & sustainable business models, with reasonable growth prospects
Long Term Approach to portfolio construction
Focus on good quality companies at reasonable valuations
Indian Hotel
Bharat Electronic
Cholamandalam Inv.
Hindustan Aeronautics
Max Healthcare
4.89
4.66
4.37
4.23
3.91
Total - 22.06
Large Cap
Jul
12.70
64.90
19.90
Aug
13.03
Mid Cap
Small Cap
65.30
19.30
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
11.98%
25.61%
13.09%
upto 1 year - 1%
As on 31 Aug. 2022
1 Year
3 Year
5 Year
13,074
54,739
97,639
17.11%
29.27%
19.58%
Monthly SIP of 1,000