By Rajendra
Sep 21, 2022
image source -Unsplash
Scheme Analysis
Large Mid Cap
Feb 25, 1993
Nifty LargeMid 250
Active managed fund with a portfolio comprised large & mid cap stocks, fund is able to capitalize on opportunities difference market conditions
Fund hold optimal portfolio of well researched stock of, bottom-up approach
Aim to invest in fundamentally good stocks with medium to long term horizon
ICICI Bank
Reliance
Varun Beverage
SBI
HDfC Bank
8.29
5.97
5.57
5.13
4.93
Total - 29.89
Portfolio maintains a low churns rate with idea to capture same stock compounding story
upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
58 Month
13,003
50,466
93,336
15.96%
23.27%
17.73%
Monthly SIP of 1,000
upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
7.20%
17.38%
11.20%