By Rajendra
Nov 29, 2022
Scheme Analysis
Category
Large & Mid Cap
Inception
Jul, 9, 2010
Benchmark
Nifty Large MidCap 250
AUM - 23,690 Cr
Fund Manager
Neelesh Surana & Ankit Jain
invests 35-65%+ in large cap companies & 35-65% in mid cap companies
HDFC Bank
ICICI Bank
Axis Bank
Reliance
Infosys
5.50
5.25
4.65
3.96
3.89
Total 23.25
opportunity to participate in the growth of emerging companies which have the potential to be tomorrow's bluechip
Bank
IT
Pharma
21.66
8.59
6.93
5.92
5.16
Consumer Durable
Industrial Product
Investment approach is bottoms up approach: driven by value investing, in growth oriented businesses.
Exit Load
Upto 1 Year - 1.00%
As on 31 Oct. 2022
1 Year
3 Year
5 Year
-2.47%
19.72%
13.94%
aimed at participating in high quality businesses upto a reasonable price and holding
Upto 12 Month- 1.00%
As on 31 Oct. 2022
12,172
48,552
94,076
2.67%
20.43%
18.04%