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) | -0.3% | -1.3% | 0.7% | 7.1% | 6.5% | 10.4% | 7.5% | 8.3% | |
| CNX 500 | -2.8% | -8.9% | -5.3% | 1.5% | 9.1% | 16.3% | 9.4% | 12.4% |
Portfolio Holdings
| Holding | % |
|---|---|
| HDFC Gold Exchange Traded Fund | 6.98 |
| ITC Ltd | 6.11 |
| VST INDUSTRIES LTD | 5.42 |
| UFO Moviez | 4.77 |
| REDINGTON INDIA LIMITED | 4.21 |
| Glenmark Lifesciences | 3.03 |
| HDFC Bank Limited | 2.73 |
| NIRLON LTD | 2.53 |
| Housing Development Finance Corporation Ltd | 1.59 |
| COLGATE PALMOLIVE INDIA LTD | 0.84 |
| PFIZER LIMIT | 0.72 |
| ICICI Lombard General Insurance Company Limited | 0.50 |
| Eris Lifesciences Limited | 0.48 |
| Tata Consultancy Services Ltd | 0.26 |
| RPG LIFE SCIENCES LTD. | 0.19 |
| Everest Kanto Cylinder | 0.13 |
| Top 16 Equity Holdings | 40.49 |
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 | 11.4 |
| Mid Cap | 7.3 |
| Small Cap | 14.2 |
| Cash | 67.1 |
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 28 Feb 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
