By Rajendra
Nov 12, 2022
Scheme Analysis
Large Mid Cap
Feb 25, 2015
Nifty LargeMid 250
Investing in the stocks large and mid-cap stocks in pre-defined proportion providing the diversification benefit to investors.
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ICICI Bank
Infosys
HDFC Bank
TCS
Axis Bank
5.90
4.65
4.00
2.33
2.07
Total 23.53
Identify companies from the universe with strong competitive position in a good business and having quality management.
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14.98
9.87
8.44
8.13
6.17
Following bottom up approach to stock selection and looking at intrinsic value.
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Upto 1 Year - 1.00%
As on 31 Oct, 2022
1 Year
3 Year
5 Year
2.34%
16.53%
11.27%
upto 1 year - 1%
As on 31 Oct. 2022
12,434
48,070
88,894
6.79%
19.72%
15.72%
Monthly SIP of 1,000