By Rajendra
Nov 12, 2022
Scheme Analysis
ELSS
Mar 31, 1997
Nifty 500
Identify companies from the universe with strong competitive position in a good business and having quality management.
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ICICI Bank
Infosys
HDFC Bank
Axis Bank
Bajaj Finance
9.47
6.31
5.24
4.40
3.88
Total 29.30
Following bottom up approach to stock selection and looking at intrinsic value.
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21.42
9.74
7.87
7.47
7.00
Focus on fundamental driven investment.
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Upto 1 Year - 1.00%
As on 31 Oct, 2022
1 Year
3 Year
5 Year
0.91%
12.83%
10.44%
upto 1 year - 1%
As on 31 Oct. 2022
12,540
46,415
84,204
8.45%
17.22%
13.52%
Monthly SIP of 1,000