By Rajendra
Sep 22, 2022
image source -Unsplash
Scheme Analysis
Mid Cap
Jul 01, 1994
Nifty MidCap 150
Growth-Companies with fundamental strength & long runway for growth
Low Churn- Buy & hold approach, staying invested as the stock realizes value
Compounding – Businesses with compounding characteristics
Market Leader – The fund seeks to invest in leaders of the segment, sector or market
Thermax
Cummins
PI Inds.
Navin Fluorine
Crisil
3.23
3.12
2.90
2.48
2.36
Total -14.09
Across sectors stock picking remains defined by strong balance sheet, resilient business model, compounding growth opportunities
upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
58 Month
12,574
51,952
96,733
9.04%
25.40%
19.20%
Monthly SIP of 1,000
upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
5.06%
24.16%
15.09%