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 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.