By Rajendra
Apr 23, 2023
Scheme Analysis
Large Mid Cap
Dec 30, 2019
Nifty LargeMid 250
Rule based diversification for optimum performance in changing market cycles
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HDFC Bank
Reliance
Infosys
LTI Mindtree
Larson & Toubro
6.24
5.47
4.89
3.38
2.89
Total - 22.87
Aim to provide stability of large caps and growth of mid caps
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23.97
13.57
11.52
8.54
6.67
Active stock selection through internal process framework for better return potential
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Large Cap
Mid Cap
51.83%
36.53%
Small Cap
11.64%
Upto 1 Year - 1.00%
As on 3 Apr. 2023
1 Year
3 Year
-5.45%
30.57%
An open ended equity scheme investing in both large cap and mid cap stocks
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upto 1 year - 1%
As on 3 Apr 2023
1 Year
3 Year
11,688
44,463
-4.73%
14.16%
Monthly SIP of 1,000