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) | 1.52% | 8.36% | 5.31% | 13.55% | 11.79% | 11.38% | 12.60% | - | 9.45% |
| NSE MultiAsset Index 2 | 2.57% | 9.12% | 2.98% | 9.87% | 15.31% | 13.06% | 16.00% | - | 12.01% |
Portfolio Holdings
| Holding | % |
|---|---|
| ITC Ltd | 5.74 |
| SWARAJ ENGINES LIMITED | 5.56 |
| Asian Paints Ltd | 5.25 |
| HDFC Bank Ltd | 4.36 |
| Redington India Ltd. | 3.69 |
| Alivus Life Sciences Ltd | 3.63 |
| Eris Lifesciences Ltd | 3.04 |
| Infosys Ltd | 2.99 |
| Tata Consultancy Services Ltd | 2.44 |
| Jenburkt Pharmaceuticals Limited | 2.28 |
| Sirca Paints India Limited | 2.06 |
| CMS Info Systems Limited | 1.89 |
| NIRLON LTD | 1.80 |
| Britannia Industries Ltd. | 1.70 |
| Abbott India Ltd | 1.01 |
| COLGATE PALMOLIVE INDIA LTD | 0.82 |
| ECLERX SERVICES LIMITED | 0.56 |
| ICICI Lombard General Insurance Company Ltd | 0.45 |
| Central Depository Services India Limited | 0.45 |
| PFIZER LIMIT | 0.42 |
| RPG LIFE SCIENCES LTD. | 0.32 |
| ITC Hotels Ltd | 0.22 |
| CARE Ratings Limited | 0.13 |
| VST INDUSTRIES LTD. | 0.07 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 22.20 |
| Mid Cap | 1.80 |
| Small Cap | 27.85 |
| Cash | 48.15 |
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 31 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
