The Investment Objective of this “Investment Strategy” is to create significant value over long term by investing in a concentrated portfolio of Indian equities which are significantly below intrinsic value and with strong long-term prospects. As the equity returns are non-linear, the objective is to stay invested till the return objectives are fully realized and avoid staying invested in an idea longer than required. The Portfolio Manager will opportunistically re-allocate money across stock ideas dynamically.
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Fractal Capital Investments Wealth Builder | -0.89% | 3.65% | 9.61% | 40.82% | 29.67% | - | - | - | 21.33% |
BSE 500 TRI | 1.66% | 11.93% | 18.86% | 39.47% | 19.79% | - | - | - | 18.35% |
Portfolio Holdings
Holding | % |
---|---|
Emami Ltd | 8.91 |
Equitas Small Finance Bank Limited | 8.41 |
Kalpataru Projects International Ltd | 7.87 |
JK Lakshmi Cement Ltd | 7.32 |
Lumax Industries Ltd | 6.99 |
Top 5 Equity Holdings | 39.50 |
Sector Allocation
Holding | % |
---|---|
Financial Services | 27.00 |
Healthcare | 15.00 |
FMCG | 16.00 |
Others | 11.00 |
Construction Material | 11.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 19.20 |
Mid Cap | 3.40 |
Small Cap | 69.70 |
Cash | 7.80 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.