By Rajendra
Apr 8, 2023
image source -HDFC MF
Scheme Analysis
ELSS
Mar 31, 1996
Nifty 500
Considering the long term nature of investments in the Scheme, stock selection will be strategic and long term in nature, instead of tactical
ICICI Bank
HDFC Bank
Bharti Airtel
Infosys
SBI
9.41
9.38
5.87
5.51
5.38
Total - 35.55
Focus on strong management with the capacity to take opportunities & control risks
Can invest across market cap segments
28.80
12.20
8.02
6.81
5.87
Shall consider track record of corporate governance, ESG sensitivity and transparency
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
12,454
47,811
85,314
7.03%
19.44%
14.09%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
13.04%
19.24%
8.51%