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The scheme will allocate 65-100% in equity and equity related instruments (of not exceeding 30 companies), 0-30% in debt and money market instruments, 0-10% in units issued by REITs & InvITs. ....
We considered all equity schemes like large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap,focused fund, contra and value. We considered regular and growth options. ....
These actively-managed focused funds are benchmarked against NIFTY 500 - TRI and S&P BSE 500 - TRI. These benchmarks have offered 13.42% and 13.26% respectively in 2023. ....