By Rajendra
Apr 29, 2023
image source -Unsplash
Scheme Analysis
Mid Cap
Apr 7, 2004
Nifty MidCap 150
A true-to-label mid-cap fund with a focus on scalable business models and long growth runway
Cholamandalam
Tube Investment
Federa Bank
AP Apollo
Shriram Finance
3.44
2.95
2.92
2.31
2.31
Total -13.93
Fund shall comprise of high quality businesses that have an ability to show strong growth
18.00
18.00
12.00
9.42
8.00
The Fund pursues a bottom-up process for stock selection and has a blend approach for both value and growth style
Upto 1 Year - 1.00%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
-1.50%
32.83%
10.59%
The Fund maintains a well-diversified portfolio & follows a patient approach towards companies in the portfolio
upto 12 month - 1%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
11,623
44,487
87,203
-5.79%
14.28%
14.96%
Monthly SIP of 1,000