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  • A17. NJ-MARS-SIP Aggressive Portfolio 2019 (31-12-2018)

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    Sparsh Gupta
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    This model portfolio contains 5 equity mutual funds with small and mid-cap focus. The funds - Aditya Birla Sun Life Small Cap Fund, HDFC Small Cap Fund, Kotak Emerging Equity Scheme, L&T Midcap Fund, and Reliance Growth Fund each receive a 20% allocation. The portfolio aims for aggressive growth through 100% allocation to equity schemes focused on smaller companies.

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    This model portfolio contains 5 equity mutual funds with small and mid-cap focus. The funds - Aditya Birla Sun Life Small Cap Fund, HDFC Small Cap Fund, Kotak Emerging Equity Scheme, L&T Midcap Fund, and Reliance Growth Fund each receive a 20% allocation. The portfolio aims for aggressive growth through 100% allocation to equity schemes focused on smaller companies.

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    © All Rights Reserved
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    7 views1 page

    A17. NJ-MARS-SIP Aggressive Portfolio 2019 (31-12-2018)

    Uploaded by

    Sparsh Gupta
    This model portfolio contains 5 equity mutual funds with small and mid-cap focus. The funds - Aditya Birla Sun Life Small Cap Fund, HDFC Small Cap Fund, Kotak Emerging Equity Scheme, L&T Midcap Fund, and Reliance Growth Fund each receive a 20% allocation. The portfolio aims for aggressive growth through 100% allocation to equity schemes focused on smaller companies.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Model Portfolio: SIP Aggressive Portfolio 2019 Fund Manager Name: NJ Research Team

    Last Change Date: 31-12-2018

    Scheme Details:
    Sr. No. Scheme Type Scheme Name Allocation (%)

    1 EQUITY Aditya Birla Sun Life Small Cap Fund - Gr 20.00

    2 EQUITY HDFC Small Cap Fund - Gr 20.00

    3 EQUITY Kotak Emerging Equity Scheme - Gr 20.00

    4 EQUITY L&T Midcap Fund - Gr 20.00

    5 EQUITY Reliance Growth Fund - Gr 20.00

    TOTAL 100.00

    Scheme Type Details:


    Sr. No. Scheme Type Allocation (%)
    1 EQUITY 100.00

    TOTAL 100.00

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