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 Advisors LLP Long Term Value | 0.91% | 2.10% | 3.99% | 9.51% | 11.03% | 10.45% | 9.73% | - | 9.37% |
| NSE Multi Asset Index 2 | 0.76% | 4.97% | 5.69% | 8.84% | 13.62% | 12.35% | 13.26% | - | 12.10% |
Portfolio Holdings
| Holding | % |
|---|---|
| ITC Ltd | 5.56 |
| SWARAJ ENGINES LIMITED | 4.93 |
| Asian Paints Ltd | 5.40 |
| HDFC Bank Ltd | 4.09 |
| Redington India Ltd. | 3.88 |
| Alivus Life Sciences Ltd | 2.73 |
| Eris Lifesciences Ltd | 3.10 |
| Infosys Ltd | 2.73 |
| Tata Consultancy Services Ltd | 2.15 |
| Sirca Paints India Limited | 3.30 |
| CMS Info Systems Limited | 1.27 |
| NIRLON LTD | 1.55 |
| Britannia Industries Ltd. | 1.74 |
| Abbott India Ltd | 0.94 |
| COLGATE PALMOLIVE INDIA LTD | 0.85 |
| ECLERX SERVICES LIMITED | 1.00 |
| ICICI Lombard General Insurance Company Ltd | 0.43 |
| Central Depository Services India Limited | 0.52 |
| PFIZER LIMIT | 0.43 |
| RPG LIFE SCIENCES LTD. | 0.33 |
| ITC Hotels Ltd | 0.22 |
| CARE Ratings Limited | 0.15 |
| VST INDUSTRIES LTD. | 0.06 |
| HDFC Gold Exchange Traded Fund | 6.85 |
| PROCTER & GAMBLE HYGIENE & HEALTH CARE LTD | 0.76 |
| TANLA SOLUTIONS LTD | 1.81 |
| Bharti Airtel Ltd | 0.33 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 25.88 |
| Mid Cap | 2.22 |
| Small Cap | 20.45 |
| Cash | 51.45 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
