By Rajendra
Dec 9, 2022
image source -Unsplash
Scheme Analysis
Mid Cap
Jan 30, 2018
Nifty MidCap 150
The scheme would invest minimum 65% in Mid Cap companies and upto 35% in stocks in other than mid-caps
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Infosys
Abbott India
Federal Bank
Oberoi
Dalmia Bharat
4.01
3.01
2.90
2.60
2.57
Total 15.09
– Selection of focused sustainable businesses from across sectors
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16.87
13.37
11.03
7.69
6.39
– Potential to generate higher risk adjusted returns in the long term
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Upto 1 Year - 1.00%
As on 30 Nov. 2022
1 Year
3 Year
Since Inception
7.13%
22.63%
12.91%
– Active management of portfolio with primary investments in mid-caps
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Large Cap
Mid Cap
10.76%
69.61%
Small Cap
19.63%
upto 1 year - 1%
As on 30 Nov. 2022
1 Year
3 Year
58 Month
12,622
51,371
93,306
9.79%
24.19%
19.81%
Monthly SIP of 1,000