By Rajendra
Dec 8, 2022
Scheme Analysis
Large Cap
Mar 15, 2019
Nifty 100
Agile quality portfolio from India’s Big 100 Companies*
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ICICI Bank
HDFC Bank
Reliance
Infosys
SBI
8.89
8.86
7.67
7.54
4.68
Total 37.64
Exposure to the more stable half of the market
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34.38
13.93
9.82
7.67
6.85
High conviction bottom up stock picking with a focus on alpha generation
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Large Cap
Mid Cap
93.70%
3.68%
Small Cap
2.62%
Upto 1 Year - 1.00%
1 Year
3 Year
Since Inception
7.66%
15.14%
14.39%
investing in a portfolio constituted of equity & equity related securities & derivatives in large cap companies
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upto 1 year - 1%
As on 30 Nov. 2022
12,890
48,154
61,105
14.10%
19.87%
18.19%
Monthly SIP of 1,000
44 M