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Factsheet as on March 28, 2024 |
To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.
1 Year | 2 Years | 3 Years | 5 Years | |
Scheme (%) | 33.96 | 3.22 | 17.14 | 23.81 |
Nifty 500 (%) | 42.39 | 17.45 | 18.52 | 16.08 |
Company Name | % of Assets |
Infosys Ltd. | 22.5 |
Tata Consultancy Services Ltd. | 15.3 |
Bharti Airtel Ltd. | 10.8 |
HCL Technologies Ltd. | 6.9 |
Tech Mahindra Ltd. | 5.5 |
Ltimindtree Ltd. | 4.8 |
Persistent Systems Ltd. | 2.8 |
Cyient Ltd. | 2.0 |
Zensar Technologies Ltd. | 1.8 |
KPIT Technologies Ltd. | 1.7 |
Standard Deviation | 18.47 |
Beta | 0.85 |
Information Ratio | 0.31 |
Sharpe Ratio | 0.26 |
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390