The investment objective of the SRE shield portfolio is to generate long term wealth along with focus on capital protection.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Sykes and Ray Equities India Ltd SRE Shield | 11.44% | 0.30% | -3.24% | 3.91% | 1.17% | 10.83% | 9.00% | - | 9.35% |
| Nifty 50 TRI | 7.49% | -5.15% | -6.53% | -0.28% | 4.26% | 11.21% | 11.69% | - | 12.16% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30th April 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
