Large-Cap universe consists of largest 100 stocks as per the market capitalization and a minimum average daily liquidity.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -1.2% | 2.7% | 5.5% | 10.3% | 31.4% | 10.6% | - | - | 8.3% |
| Nifty 500 | -3.9% | -0.9% | -2.5% | 6.7% | 32.0% | 11.9% | - | - | 10.1% |
Portfolio Holdings
| Holding | % |
|---|---|
| TECH MAHINDRA LTD. | 6.21 |
| LARSEN & TOUBRO INFOTECH LTD | 6.11 |
| AMBUJA CEMENTS LTD. | 5.89 |
| WIPRO LTD. | 5.69 |
| HCL TECHNOLOGIES LTD. | 5.60 |
| Top 5 Equity Holdings | 29.51 |
Sector Allocation
| Holding | % |
|---|---|
| Basic Material | 10.00 |
| Industrails | 10.00 |
| Financials | 14.00 |
| Utilities | 14.00 |
| Technology | 35.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 88.9 |
| Mid Cap | 4.2 |
| Small Cap | 5.5 |
| Cash | 1.4 |
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Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
