The strategy allocates to Broad market equity and debt securities in risk-mitigated & alpha-generating Scientific Investing framework.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Asit C Mehta Ace Payout | -2.49% | 8.57% | 31.60% | 46.11% | 20.85% | 25.89% | 15.65% | - | 14.99% |
| HYBRID INDEX | -1.13% | -0.17% | 6.58% | 7.39% | 5.96% | 14.08% | 11.59% | - | 11.37% |
Portfolio Holdings
| Holding | % |
|---|---|
| BHARAT BOND ETF - APRIL 2033 | 7.40 |
| NIPPON 8-13 YR G-SEC LT GLT | 3.50 |
| MOTILAL OSWAL NASDAQ 100 ETF | 3.10 |
| LIC MF NIFTY 8-13 YR G-SEC ETF | 2.90 |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED | 2.80 |
| Top 5 Equity Holdings | 19.60 |
Sector Allocation
| Holding | % |
|---|---|
| Financials | 35.50 |
| ETF | 27.30 |
| Technology | 15.70 |
| Industrials | 12.60 |
| Consumer Cyclical | 3.90 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 24.60 |
| Mid Cap | 16.00 |
| Small Cap | 32.00 |
| Cash | 2.20 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
