By Rajendra
Dec 9, 2022
image source -Unsplash
Scheme Analysis
Focused Fund
Nov 17, 2020
Nifty 500
Selection of the next potential winners through the GCMV process#
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Infosys
HDFC Bank
ICICI Bank
Reliance
SBI
9.40
9.07
7.72
6.83
4.95
Total 37.97
High conviction focused portfolio with strong risk management processes
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32.56
14.75
9.05
6.83
5.80
Potential to generate relatively better risk adjusted returns
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Upto 1 Year - 1.00%
As on 30 Nov. 2022
1 Year
3 Year
Since Inception
14.82%
-
29.00%
Investment in equity & equity related instruments in a concentrated portfolio of maximum 30 stocks
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Large Cap
Mid Cap
85.69%
5.77%
Small Cap
8.54%
upto 1 year - 1%
As on 30 Nov. 2022
1 Year
3 Year
24 Month
13,377
-
29,301
22.04%
-
20.52%
Monthly SIP of 1,000