BSE 200 TRI
Nov 2019
10000000
UNDISC
The Scheme endeavours to generate long-term capital appreciation for contributors by investing in equity and equity related securities. High Conviction Fund Series 1 would be following a mix of top-down (macro analysis to identify sectors) and bottom up approach (micro analysis to pick stocks within these sectors) based on the investment philosophy centered around (1) Industry/sector potential, (2) Businesses with competitive advantage, (3) Good governance and (4) Favourable valuation (based on risk-reward ratio).
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| Investment Approach | Benchmark | |
|---|---|---|
| Since Inception | 14.76% | 15.21% |
| 1 Month | -4.84% | -7.05% |
| 1 Year | 15.26% | 0.62% |
| 2 Year | 24.64% | 17.51% |
| 3 Months | -4.48% | -10.82% |
| 3 Year | 14.21% | 12.42% |
| 5 Year | 15.38% | 17.50% |
| 6 Months | -4.74% | -14.90% |
