The investment objective of the portfolio is to generate long-term capital appreciation and reasonable income in the form of dividends by investing in equity and equity related securities. Invest in High Quality businesses in Sectors with consistent Growth and ROE by identifying and participating in growth of these businesses over medium to long term as also practice Value Investing while making investment decisions.
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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 Select Sector Portfolio | 8.50% | 18.80% | 24.20% | 56.50% | 41.30% | 24.20% | 27.10% | 18.50% | 17.80% |
BSE 500 TRI | 7.10% | 11.70% | 16.70% | 38.30% | 30.90% | 19.90% | 20.00% | 15.30% | 13.80% |
Portfolio Holdings
Holding | % |
---|---|
BSE Limited | 8.51 |
Persistent Systems Ltd | 4.68 |
Hitachi Energy India Ltd | 4.62 |
360 ONE WAM LIMITED | 4.38 |
ICICI Bank Ltd | 4.33 |
Lumax Industries Ltd | 3.88 |
Federal Bank Ltd | 3.42 |
JSW Energy Ltd | 3.40 |
Triveni Turbine Ltd | 3.29 |
ION EXCHANGE INDIA LTD | 3.25 |
National Aluminium Company Ltd | 3.23 |
Thermax Ltd | 3.10 |
Tata Motors Ltd | 2.57 |
Kirloskar Brothers Ltd | 2.45 |
CG Power and Industrial Solutions Limited | 2.31 |
Tube Investments of India Limited | 2.24 |
Dalmia Bharat Limited | 2.22 |
Container Corporation of India Ltd | 2.12 |
Aurobindo Pharma Ltd | 2.11 |
Bosch Ltd | 2.08 |
APL Apollo Tubes Limited | 2.05 |
JK Cements Ltd | 1.93 |
EID Parry India Ltd | 1.91 |
Oberoi Realty Ltd | 1.89 |
Rolex Rings Ltd | 1.88 |
Zensar Technologies Ltd | 1.86 |
PNC Infratech Limited | 1.78 |
Ratnamani Metals and Tubes Ltd | 1.77 |
Cipla Ltd | 1.75 |
GATEWAY DISTRIPARKS LIMITED | 1.73 |
Coromandel International Ltd | 1.69 |
Jubilant Foodworks Ltd | 1.54 |
Deepak Fertilizers & Petro Corp Ltd | 1.46 |
Page Industries Ltd | 1.12 |
Navin Fluorine International Ltd | 0.92 |
Ideaforge Technology Ltd | 0.75 |
Cash | 5.79 |
Sector Allocation
Holding | % |
---|---|
Real Estate | 2.14 |
Cash | 2.49 |
Consumer Staples | 3.76 |
Health Care | 7.99 |
Information Technology | 10.36 |
Industrials | 10.87 |
Financials | 16.48 |
Consumer Discretionary | 19.60 |
Materials | 26.31 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 39.30 |
Mid Cap | 44.30 |
Small Cap | 12.30 |
Cash | 4.00 |
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.