The key objective is to deliver consistent return over the long term, from a portfolio of companies selected on basis of well defined objectives and good corporate track record.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Anand Rathi Advisors Ltd Decennium Opportunity | 9.00% | 17.17% | 20.41% | 49.90% | 37.42% | - | - | - | 21.79% |
| BSE 500 TRI | 7.10% | 11.66% | 16.68% | 38.30% | 30.93% | - | - | - | 16.77% |
Portfolio Holdings
| Holding | % |
|---|---|
| Bharat Electronics Ltd | 10.45 |
| Global Health Limited | 10.31 |
| Poonawalla Fincorp Ltd | 7.87 |
| Venus Pipes and Tubes Limited | 7.67 |
| Ethos Limited | 6.97 |
| KEC International Limited | 6.64 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 28.59 |
| Automobile & Ancillaries | 14.62 |
| Healthcare | 12.10 |
| Infrastructure | 10.52 |
| Retailing | 10.47 |
| Chemicals | 6.75 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 11.80 |
| Mid Cap | 19.60 |
| Small Cap | 64.10 |
| Cash | 4.50 |
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.
