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) | -0.10% | 3.54% | 8.76% | 9.55% | 6.35% | 10.58% | 8.52% | - | 8.96% |
CNX 500 | -0.20% | 4.52% | 10.56% | 7.79% | 7.24% | 14.75% | 10.07% | - | 11.31% |
Portfolio Holdings
Holding | % |
---|---|
HDFC Gold Exchange Traded Fund | 8.90 |
10.08 | |
VST INDUSTRIES LTD. | 8.25 |
ITC Ltd. | 7.55 |
KOVAI MEDICAL CENTER & HOSPITAL LTD. | 5.67 |
Thyrocare Technologies Limited | 5.79 |
HDFC Bank Ltd | 2.96 |
Ultramarine & Pigments Ltd | 2.17 |
Shriram Pistons & Rings Limited | 3.13 |
Housing Development Finance Corporation Ltd. | 2.03 |
Associated Alcohols & Breweries Ltd. | 2.28 |
Pfizer Ltd. | 1.18 |
Colgate Palmolive India Ltd. | 1.15 |
Icici Lombard General Insurance Company Ltd | 0.76 |
Tata Consultancy Services Ltd | 0.41 |
Liquid Funds & Cash | 37.68 |
Top 15 Equity Holdings | 99.99 |
Sector Allocation
Holding | % |
---|---|
IT & Software | 55.20 |
Gold | 14.60 |
Pharma & Healthcare | 11.50 |
Media & Entertainment | 5.10 |
Financials | 4.70 |
FMCG | 3.00 |
Others | 1.20 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 10.20 |
Mid Cap | 8.10 |
Small Cap | 10.80 |
Cash | 71 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 August 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.