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