By Rajendra
Dec 8, 2022
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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Infosys
ICICI Bank
SBI
Bharat Forge
Canara Bank
5.04
4.71
4.56
3.40
3.26
Total 20.97
Aim to provide stability of large caps and growth of mid caps
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22.08
14.55
11.10
7.23
6.79
Active stock selection through internal process framework for better return potential
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Large Cap
Mid Cap
48.95%
43.57%
Small Cap
7.48%
Upto 1 Year - 1.00%
As on 30 Nov. 2022
1 Year
3 Year
Since Inception
7.22%
-
21.75%
An open ended equity scheme investing in both large cap and mid cap stocks
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upto 1 year - 1%
As on 30 Nov. 2022
1 Year
3 Year
35 Month
12,32
-
49,500
11.56%
-
24.63%
Monthly SIP of 1,000