S&P BSE 500 TRI
Dec 2022
1,00,00,000
UNDISC
The investment objective of the Fund is to invest in companies that increase the clients capital at high rates over a long term period while employing less risk.The strategy of the Scheme is to follow a bottom up value investing approach to identify companies trading below their intrinsic value and that provides significant upside potential with limited downside risk. Although the fund's core principle remains towards capital protection, this strategy has proved to deliver outsized gains
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| Investment Approach | Benchmark | |
|---|---|---|
| Since Inception | 35.01% | 10.46% |
| 1 Month | -10.20% | -7.85% |
| 1 Year | -0.93% | -1.51% |
| 2 Year | 41.77% | 16.40% |
| 3 Months | -14.67% | -12.40% |
| 6 Months | -19.09% | -16.45% |
