By Rajendra
Mar 25, 2023
image credit -Kotak mf
Scheme Analysis
Thematic
Oct 31, 2019
Nifty 500 + ACWI IT 15%
Investment strategy is to invest in companies & fund which are engaged in pioneering innovations.
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Reliance
HDFC Bank
Maruti
Persistent
Titan
6.74
6.05
5.57
4.99
3.22
Total - 26.57
Nearly 35% can invested in overseas funds/ETF in similar theme.
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21.46
8.77
7.20
6.74
6.47
Fund has mix of thematic & bottom-up approach to selection.
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Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
Since Inception
1.56%
21.03%
-
Companies that reinvent distribution strategies/networks for business advantage.
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upto 1 year - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,027
47,449
-
0.43%
13.79%
-
Monthly SIP of 1,000