By Rajendra
Nov 3, 2022
Scheme Analysis
Mid Cap
Oct 8, 1995
Nifty Midcap 150
It focuses on emerging trends & scalable businesses
Varun Beverage
Cholamandalam Invest
Au Small Finance
Max Financial
Infosys
4.06
3.24
3.24
2.61
2.44
Total 15.59
Bottom up stock picking approach
9.71
7.75
7.57
6.73
5.53
Focus on verticals which may have a higher growth potential – consumer discretionary, healthcare, financials
upto 12 month - 1%
As on 31 Mar. 2023
1 Year
3 Year
5 Year
12,041
47,763
93,613
0.62%
19.19%
17.80%
Monthly SIP of 1,000
Upto 1 Month- 1.00%
As on 31 Apr. 2023
1 Year
3 Year
5 Year
2.68%
36.87%
13.70%