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 | 5.00% | 6.50% | 10.50% | 25.60% | 24.80% | 16.00% | 17.00% | 13.80% | 20.20% |
Nifty 50 TRI | 6.77% | 8.13% | 11.29% | 26.66% | 24.75% | 16.53% | 16.67% | 13.56% | 15.40% |
Portfolio Holdings
Holding | % |
---|---|
Sun Pharmaceuticals Industries Ltd | 5.91 |
Interglobe Aviation Ltd | 5.58 |
Tata Motors Ltd | 5.33 |
ICICI Bank Ltd | 5.25 |
Bharti Airtel Ltd | 5.02 |
Larsen & Toubro Ltd | 4.69 |
State Bank of India | 4.61 |
KEI INDUSTRIES LIMITED INR 2 | 4.42 |
Infosys Ltd | 3.80 |
Reliance Industries Ltd | 3.79 |
Container Corporation of India Ltd | 3.54 |
Bajaj Finserv Ltd | 3.49 |
Ultratech Cement Ltd | 3.40 |
HDFC Bank Ltd | 3.36 |
United Spirits Ltd | 3.28 |
APL Apollo Tubes Limited | 3.05 |
ICICI Lombard General Insurance Company Limited | 2.99 |
Maruti Suzuki India Ltd | 2.95 |
LTIMINDTREE LIMITED | 2.95 |
CreditAccess Grameen Ltd. | 2.91 |
Syngene International Ltd | 2.55 |
Carborundum Universal Ltd | 1.95 |
Samhi Hotels Ltd | 1.95 |
Indian Oil Corporation Ltd | 1.70 |
IFB Industries Ltd | 1.33 |
Bajaj Electricals Ltd | 1.08 |
Jio Financial Services Ltd | 0.49 |
Bharti Airtel Partly Paid | 0.30 |
Cash | 8.33 |
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.