BSE 200 TRI
Dec 2022
1,00,00,000
UNDISC
The investment strategy of the Fund will be to seek long term capital appreciation, by investing in equity, equity related securities and other permissible securities of companies. Fund seeks to invests in businesses having long term track record where profitability and growth may have been impacted by short term cycles. The key factors for selection of Portfolio Companies shall include industry growth potential, competitive advantages, favorable valuations and adherence to governance standards.
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| Investment Approach | Benchmark | |
|---|---|---|
| Since Inception | 13.13% | 11.58% |
| 1 Month | -9.44% | -7.74% |
| 1 Year | -9.44% | -0.41% |
| 2 Year | 18.24% | 17.83% |
| 3 Months | -16.45% | -12.24% |
| 6 Months | -22.14% | -16.14% |
