Invest in quality businesses that are central to India growth story. Identify and participate in growth of these businesses over medium to long term. Practice Value Investing while making investment decisions.
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Aditya Birla Capital Core Equity Portfolio | 1.87% | 8.07% | 14.22% | 33.10% | 15.72% | 19.08% | 17.52% | 18.30% | 20.18% |
Nifty 50 TRI | 1.32% | 9.38% | 14.57% | 28.49% | 15.74% | 16.16% | 16.65% | 14.74% | 15.14% |
Portfolio Holdings
Holding | % |
---|---|
Tata Motors Ltd | 3.35 |
WABCO India Ltd | 2.62 |
Maruti Suzuki India Ltd | 2.25 |
Bajaj Auto Ltd | 1.18 |
ICICI Bank Ltd | 6.34 |
HDFC Bank Ltd | 4.57 |
State Bank of India | 3.55 |
Astec Lifesciences Ltd | 2.59 |
Astral Ltd | 2.30 |
Bajaj Electricals Ltd | 1.69 |
Procter & Gamble Hygiene & Hea | 2.59 |
Britannia Industries Ltd | 1.92 |
Orient Cement Ltd | 1.76 |
Hindustan Unilever Ltd | 1.15 |
Bajaj Finserv Ltd | 6.59 |
Bharti Airtel Ltd | 4.58 |
SBI Cards & Payment Services L | 2.71 |
Ujjivan Small Finance Bank Ltd | 1.79 |
Apollo Tricoat Tubes Ltd | 3.65 |
Larsen & Toubro Ltd | 3.51 |
Infosys Ltd | 6.33 |
Larsen & Toubro Infotech Ltd | 4.55 |
Happiest Minds Technologies Lt | 1.71 |
ICICI Lombard General Insuranc | 3.82 |
Container Corp Of India Ltd | 2.95 |
Reliance Industries Ltd | 3.29 |
Sun Pharmaceutical Industries | 4.10 |
Biocon Ltd | 2.40 |
Bata India Ltd | 4.26 |
Aditya Birla Fashion and Retail | 3.49 |
Cash | 2.41 |
Top 30 Equity Holdings | 97.59 |
Sector Allocation
Holding | % |
---|---|
Cash | 0.80 |
Household Products | 1.40 |
Food Products | 2.20 |
Consumer Durables | 2.40 |
Personal Products | 2.40 |
Biotechnology | 2.50 |
Energy | 3.20 |
Transportation | 3.30 |
Telecommunication Services | 4.30 |
Insurance | 4.30 |
Pharmaceuticals | 4.40 |
NBFC | 6.70 |
Textiles | 7.00 |
Construction | 7.80 |
Capital Goods | 8.60 |
Automobiles & Components | 8.90 |
Information Technology Services | 13.70 |
Banks | 16.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 69.30 |
Mid Cap | 14.60 |
Small Cap | 8.90 |
Cash | 7.30 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.