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 |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -0.5% | 1.0% | -0.3% | 16.9% | 31.8% | 10.7% | - | - | 9.6% |
| Nifty 500 | -0.5% | 0.5% | -1.1% | 15.8% | 26.9% | 12.5% | - | - | 12.7% |
Portfolio Holdings
| Holding | % |
|---|---|
| BHARAT BOND ETF APRIL 2023 | 11.75 |
| BHARAT BOND ETF APRIL 2025 | 7.85 |
| NIPPON INDIA ETF LIQUID BEES | 4.90 |
| BSE LIMITED | 3.06 |
| PTC INDIA LTD. | 3.04 |
| Top 5 Equity Holdings | 30.59 |
Sector Allocation
| Holding | % |
|---|---|
| Consumer Cyclical | 3.00 |
| Basic Materials | 6.00 |
| Industries | 20.00 |
| Technology | 27.00 |
| Financials | 28.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 18.5 |
| Mid Cap | 14.1 |
| Small Cap | 36.3 |
| Cash | 22.4 |
Disclaimer
#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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