Eklavya Capital Long Term Value (LTV) PMS


Key Portfolio Attributes

Inception Date: 08th December, 2016

Number of Stocks: 17

Fund Manager Name: Abhishek Chauhan

Fund Manager Experience: 4 years

Fund Manager Qualification: MBA (IIM Ahmedabad), B.Tech. (IIT Kanpur)

Investment Objective

The objective is to try & beat the general stock market returns apart from minimizing the chances of permanent capital loss.

Investment Philosophy

We believe shares are part ownership in useful productive assets and hence shares of productive companies are one of the best investments available. We perceive stock market as a mad man to be taken advantage of. So we buy shares in good quality companies when people in share market are pessimistic and offer shares at cheap prices, and selectively sell shares when they are irrationally exuberant.

Portfolio Strategy

The strategy involves ignoring market movements and instead focusing on quality and worth of businesses. There is no investment until convinced about not losing money. Believe in investing big when find a good business trading at low price.

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)-1.09%1.63%4.38%10.03%10.29%7.96%9.71%8.90%
CNX 5000.60%3.40%11.21%21.07%14.68%12.33%12.85%11.56%

Portfolio Holdings


Holding %
ICICI Prudential Liquid Fund - Direct Plan - Growth 52.73
ITC Ltd 5.63
HDFC Gold Exchange Traded Fund 5.49
Cash 5.00
HDFC Bank Limited 4.27
REDINGTON INDIA LIMITED 4.13
Axis Liquid Fund - Direct Plan - Growth 3.95
Glenmark Lifesciences 3.16
HDFC Ultra Short Term Fund-Direct Plan-Growth Option 2.81
SWARAJ ENGINES LIMITED 2.65
VST INDUSTRIES LTD 2.45
Eris Lifesciences Limited 2.31
NIRLON LTD 1.96
COLGATE PALMOLIVE INDIA LTD 1.06
PFIZER LIMIT 0.53
ICICI Lombard General Insurance Company Limited 0.50
Sirca Paints 0.50
RPG LIFE SCIENCES LTD. 0.29
HDFC Short Term Debt Fund - Direct - Growth 0.29
Tata Consultancy Services Ltd 0.27

Sector Allocation


Holding %
Tobacco 7.60
Pharma & Healthcare 7.93
Gold 5.16
IT & Software 2.89
Financials 3.44
FMCG 0.87
Others 2.00
Liquid Funds & Cash 69.79

Market Cap Allocation


Allocations %
Large Cap 12.50
Mid Cap 7.60
Small Cap 10.50
Cash 69

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 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


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Do Not Simply Invest, Make Informed Decisions

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