By Rajendra
Oct 10, 2022
image source -Unsplash
Scheme Analysis
Large Cap
Oct 15, 1986
BSE 100
India’s first equity oriented fund launched in October 1986
ICICI Bank
Infosys
HDFC Bank
Bharti Airtel
Reliance
9.52
7.12
6.12
4.70
3.93
Total -31.39
The Fund invests in leading businesses of large market capitalization following Growth at Reasonable Price (GARP) investment style
32.54
11.77
8.64
5.84
5.77
The Fund takes a top down view for sector active weights and then uses bottom up approach for stock selection
The Fund maintains a well-diversified portfolio and avoids sector as well as stock concentration
Upto 1 Year - 1.00%
As on 30Sep. 2022
1 Year
3 Year
5 Year
-2.86%
16.00%
12.24%