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 | 0.62% | 3.68% | 13.16% | 33.80% | 13.90% | 18.70% | 15.84% | 17.60% | 20.11% |
Nifty 50 TRI | 1.57% | 2.92% | 14.09% | 30.08% | 14.38% | 16.31% | 15.27% | 14.16% | 15.17% |
Portfolio Holdings
Holding | % |
---|---|
Sun Pharmaceuticals Industries Ltd | 6.56 |
Tata Motors Ltd | 5.41 |
ICICI Bank Ltd | 5.13 |
Interglobe Aviation Ltd | 5.12 |
Larsen & Toubro Ltd | 5.05 |
Bharti Airtel Ltd | 4.80 |
State Bank of India | 4.32 |
Infosys Ltd | 4.12 |
Reliance Industries Ltd | 3.95 |
KEI INDUSTRIES LIMITED INR 2 | 3.94 |
Bajaj Finserv Ltd | 3.66 |
Ultratech Cement Ltd | 3.42 |
HDFC Bank Ltd | 3.30 |
United Spirits Ltd | 3.25 |
LTIMINDTREE LIMITED | 3.19 |
Container Corporation of India Ltd | 3.13 |
ICICI Lombard General Insurance Company Limited | 3.03 |
APL Apollo Tubes Limited | 3.02 |
Maruti Suzuki India Ltd | 2.99 |
CreditAccess Grameen Ltd. | 2.86 |
Syngene International Ltd | 2.68 |
Carborundum Universal Ltd | 1.79 |
Indian Oil Corporation Ltd | 1.73 |
IIFL Finance Ltd | 1.34 |
IFB Industries Ltd | 1.34 |
Bajaj Electricals Ltd | 1.06 |
Jio Financial Services Ltd | 0.47 |
Bharti Airtel Partly Paid | 0.27 |
Cash | 9.06 |
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
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#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.