By Rajendra
Mar 23, 2023
image source -Unsplash
Scheme Analysis
SmallCap
Mar 28, 2005
Nifty Small Cap 250
– Invests in attractively valued high growth stocks
Image Credit - Unsplash
upto 12 month - 1%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
13,090
54,951
96,988
18.20%
30.02%
19.48%
Monthly SIP of 1,000
– Stock selection approach is bottom-up using in-house research
KSB
Can Fin Home
KPIT Tech
Radico Khaitan
Westlife
3.50
3.20
2.90
2.80
2.70
Total - 15.10
– Currently overweight on sectors aligned towards impending domestic economic recovery
KSB Ltd
Can Fin Homes
Ashok Leyland
WestLife Developer
SBI
Apollo Tyres
Redington
Elgi Equipment
IDFC
Citi Union Bank
11.60
10.90
8.40
8.10
7.60
Upto 1 Year - 1.00%
As on 28 Feb. 2023
1 Year
3 Year
5 Year
5.50%
23.90%
7.80%