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We considered all equity categories such as large cap, mid cap, large & mid cap, multi cap, small cap, ELSS, flexi cap, focused fund, value, contra, sectoral and thematic funds. We calculated returns starting from March 8, 2023 to March 22, 2024. We considered all regular and growth option schemes. ....
The scheme will now increase its allocation to Indian equities. As per the new structure, it will now allocate 35-45% to Indian equities, 45-65% to foreign securities of Asian companies (excluding Japan) and 0-20% to debt securities. ....
We looked at the equity and equity-oriented categories: large cap, mid cap, large & mid cap, multi cap, flexi cap, focused, value/contra, small cap, ELSS, sectoral/thematic, aggressive hybrid, arbitrage, balanced advantage and dynamic asset allocation, equity savings, index and ETF schemes ....