By Rajendra
Mar 24, 2023
image source -Unsplash
Scheme Analysis
Large & Mid Cap
Feb 28, 1993
NIFTY LargeMid 250
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,302
47,849
90,475
4.75%
19.45%
16.47%
Monthly SIP of 1,000
· The fund maintains a minimum 35% exposure in both large cap as well as mid cap companies.
Large Cap
Mid Cap
42.84%
36.05%
Small Cap
13.83%
Fund invests across sectors following a blend of growth and value style of investing and a combination of top down and bottom-up approach
ICICI Bank
HDFC Bank
Infosys
ITC
SBI
5.79
4.81
4.00
3.31
3.10
Total -22.42
22.17
9.72
9.23
8.80
7.05
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
9.63%
18.83%
12.26%