By Rajendra
Mar 27, 2023
image source -Unsplash
Scheme Analysis
Mid Cap
Sep 29, 2005
Nifty MidCap 150
Fund predominantly invests (minimum 65%) in midcap stocks
CRISIL
Tube Investment
Schaeffler India
Page Inds
Thermax
5.43
4.44
4.10
3.82
3.73
Total - 21.52
18.72
15.93
15.70
7.12
6.65
Large Cap
Mid Cap
10.65%
65.55%
Small Cap
21.04%
Fund follows a blend of growth and value style of investing while following a bottom-up strategy for stock selection across sectors
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
12,337
51,023
99,281
5.30%
24.10%
20.28%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
9.21%
25.72%
12.31%