By Rajendra
Oct 14, 2022
image credit -Kotak mf
Scheme Analysis
Focused
Jul 16, 2019
Nifty 500
Approach of the the is more bottom up in nature with longer term investment horizon.
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ICICI Bank
SBI
Infosys
Reliance
HDFC Bank
9.07
6.12
5.88
5.77
3.04
Total 29.88
Identify businesses which are market leaders with strong earning growth trajectory, cash flow & ROE.
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8.18
7.54
7.35
5.82
5.77
Fund is invested in plays which are benefitting from shift from unorganized to organized segments & market share gains
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Upto 1 Year - 1.00%
As on 30Sep. 2022
1 Year
3 Year
Since Inception
-0.56%
15.87%
16.26%
Equity markets have outperformed emerging market peers & hence in the near term valuation are at upper end.
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upto 1 year - 1%
As on 30 Sep. 2022
1 Year
3 Year
39 Month
12,093
46,889
51,770
1.45%
17.96%
23.67%
Monthly SIP of 1,000