Mid-Cap universe consists of stocks with greater than 1000 Cr market capitalization (excluding Nifty 50) and a minimum average daily liquidity of INR 10 Lakhs over preceding 3 months.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 5.4% | 0.0% | -0.8% | 27.6% | 35.0% | 19.6% | - | - | 11.9% |
| Nifty 500 | 1.6% | 1.0% | -3.4% | 20.2% | 42.6% | 17.9% | - | - | 7.5% |
Portfolio Holdings
| Holding | % |
|---|---|
| MINDTREE | 6.86 |
| MPHASIS | 6.59 |
| LTTS | 6.32 |
| NIITTECH | 6.26 |
| CRISIL | 5.82 |
| Top 5 Equity Holdings | 31.84 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 9.00 |
| Utilities | 13.00 |
| Financials | 19.00 |
| Industrails | 24.00 |
| Technology | 26.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.0 |
| Mid Cap | 87.5 |
| Small Cap | 9.5 |
| Cash | 3.0 |
Disclaimer
#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
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