The objective is to try & beat the general stock market returns apart from minimizing the chances of permanent capital loss.
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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) | 2.60% | 3.89% | 5.39% | 11.33% | 12.53% | 7.85% | 10.36% | - | 9.17% |
CNX 500 | 3.99% | 6.83% | 10.78% | 23.23% | 18.50% | 13.26% | 13.86% | - | 11.83% |
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 | 14.60 |
Mid Cap | 7.80 |
Small Cap | 8.70 |
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.