The objective is to try & beat the general stock market returns apart from minimizing the chances of permanent capital loss.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Eklavya Capital Long Term Value (LTV) | 1.71% | 3.20% | 4.05% | 10.67% | 11.75% | 10.34% | 12.37% | 9.35% | |
| NSE MultiAsset Index 2 | 2.34% | 2.21% | 0.47% | 7.76% | 14.96% | 11.24% | 15.71% | 11.80% |
Portfolio Holdings
| Holding | % |
|---|---|
| ITC Ltd | 5.74 |
| SWARAJ ENGINES LIMITED | 5.56 |
| Asian Paints Ltd | 5.25 |
| HDFC Bank Ltd | 4.36 |
| Redington India Ltd. | 3.69 |
| Alivus Life Sciences Ltd | 3.63 |
| Eris Lifesciences Ltd | 3.04 |
| Infosys Ltd | 2.99 |
| Tata Consultancy Services Ltd | 2.44 |
| Jenburkt Pharmaceuticals Limited | 2.28 |
| Sirca Paints India Limited | 2.06 |
| CMS Info Systems Limited | 1.89 |
| NIRLON LTD | 1.80 |
| Britannia Industries Ltd. | 1.70 |
| Abbott India Ltd | 1.01 |
| COLGATE PALMOLIVE INDIA LTD | 0.82 |
| ECLERX SERVICES LIMITED | 0.56 |
| ICICI Lombard General Insurance Company Ltd | 0.45 |
| Central Depository Services India Limited | 0.45 |
| PFIZER LIMIT | 0.42 |
| RPG LIFE SCIENCES LTD. | 0.32 |
| ITC Hotels Ltd | 0.22 |
| CARE Ratings Limited | 0.13 |
| VST INDUSTRIES LTD. | 0.07 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 23.82 |
| Mid Cap | 2.91 |
| Small Cap | 21.62 |
| Cash | 51.66 |
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 30 Apr 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
