By Cali Crystal May 19, 2020
By Rajendra
Sep 19, 2022
image source -Unsplash
Scheme Analysis
Value
Sep 10, 1996
Nifty 500 Value50
· The fund adopts an investment strategy popularly known as "Value Investing”
By using the strategy, the fund invests in companies that are undervalued (in terms of relative valuation)
· It is a conservatively managed equity fund with a “Buy and Hold” strategy
ICICI Bank
SBI
Axis Bank
Grasim
NTPC
8.79
5.62
4.97
4.22
4.12
Total - 27.72
upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
13,127
56,663
97,378
17.97%
31.87%
18.47%
Monthly SIP of 1,000
upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
16.42%
24.73%
11.08%