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Factsheet as on November 30, 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 (%) | 34.64 | 22.86 | 9.73 | 30.50 |
Nifty 500 (%) | 26.12 | 19.28 | 15.70 | 18.23 |
Company Name | % of Assets |
Infosys Ltd. | 22.3 |
Bharti Airtel Ltd. | 12.4 |
Tata Consultancy Services Ltd. | 12.2 |
Ltimindtree Ltd. | 5.8 |
HCL Technologies Ltd. | 4.8 |
Tech Mahindra Ltd. | 4.6 |
Zomato Ltd. | 3.1 |
Wipro Ltd. | 3.0 |
Persistent Systems Ltd. | 2.3 |
Mphasis Ltd. | 1.6 |
Standard Deviation | 18.81 |
Beta | 0.90 |
Information Ratio | -0.09 |
Sharpe Ratio | 0.06 |
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390
Kotak Mahindra Bank Limited, AMFI Registered Mutual Fund Distributor, ARN 1390