By Rajendra
Oct 14, 2022
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.
Image Credit - Unsplash
Reliance
Maruti Suzuki
HDFC Bank
Titan
Persistent
9.07
6.12
5.88
5.77
3.04
Total 29.44
Nearly 35% can invested in overseas funds/ETF in similar theme.
Image Credit - Unsplash
18.30
9.12
7.12
7.04
6.32
Fund has mix of thematic & bottom-up approach to selection.
Image Credit - Unsplash
Upto 1 Year - 1.00%
As on 30Sep. 2022
1 Year
3 Year
Since Inception
-4.05%
22.54%
-
Companies that reinvent distribution strategies/networks for business advantage.
Image Credit - Unsplash
upto 1 year - 1%
As on 30 Sep. 2022
1 Year
3 Year
5 Year
11,663
47,449
-
-5.17%
18.85%
-
Monthly SIP of 1,000