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 |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.8% | 9.8% | 13.1% | - | - | - | - | - | 3.4% |
| Nifty 500 | 4.5% | 8.5% | 7.1% | - | - | - | - | - | -0.6% |
Portfolio Holdings
| Holding | % |
|---|---|
| Divi's Laboratories Ltd. | 7.72 |
| PI Industries Ltd. | 6.75 |
| Larsen & Toubro Ltd. | 6.67 |
| Tata Consultancy Services Ltd. | 6.31 |
| Ratnamani Metals & Tubes Ltd. | 6.21 |
| JK Cement Ltd. | 6.10 |
| Top 6 Equity Holdings | 39.76 |
Sector Allocation
| Holding | % |
|---|---|
| Metal Product | 6.70 |
| Agro Chemicals | 8.05 |
| Auto | 9.66 |
| Financials | 10.06 |
| Healthcare | 13.58 |
| Consumer Discretionary | 16.02 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 27.0 |
| Mid Cap | 28.0 |
| Small Cap | 44.0 |
| Cash | 1.0 |
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 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
