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 |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -1.3% | 1.7% | -0.5% | 3.4% | 14.4% | 9.3% | 8.3% | 8.4% | |
CNX 500 | -4.5% | -1.3% | -3.6% | 6.8% | 34.4% | 13.0% | 11.1% | 13.7% |
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 | % |
---|---|
Information Technology & Software | 0.40 |
FMCG | 1.20 |
Chemicals | 2.20 |
Alcohol & Beverage | 2.30 |
Automotive | 3.10 |
Financial Services | 5.80 |
Gold | 8.90 |
Media & Entertainment | 10.10 |
Healthcare | 12.60 |
Tobacco | 15.80 |
Liquid Funds & Cash | 37.70 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 11.0 |
Mid Cap | 8.9 |
Small Cap | 20.7 |
Cash | 59.4 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.