By Rajendra
Apr 20, 2023
Scheme Analysis
Category
ELSS
Inception
Dec 28, 2015
Benchmark
Nifty 500
AUM - 14,448 Cr
Fund Manager
Neelesh Surana
HDFC Bank
ICICI Bank
Reliance
Infosys
Axis Bank
8.32
7.32
7.07
4.71
4.60
Total - 32.02
Flexibility to invest across market capitalization, theme and investment styles.
25.61
10.12
7.07
5.97
5.39
Diversified portfolio of strong growth companies at reasonable price.
Upto 1 Year - 1.00%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
-1.20%
30.26%
14.08%
upto 12 month - 1%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
11,907
43,885
86,078
-1.44%
13.33%
14.43%
Monthly SIP of 1,000
The investment approach is bottoms up approach: driven by value investing, in growth oriented businesse
a 3 year lock in providing tax benefit and growth of capital