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.
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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 |
---|---|---|---|---|---|---|---|---|---|
Fractal Capital Investments Wealth Builder | 10.50% | 17.87% | 17.40% | 38.51% | 43.87% | 24.44% | - | - | 24.92% |
BSE 500 TRI | 7.05% | 11.66% | 16.68% | 38.28% | 30.91% | 19.94% | - | - | 20.62% |
Portfolio Holdings
Holding | % |
---|---|
Emami Ltd | 9.13 |
Lumax Industries Ltd | 8.03 |
Equitas Small Finance Bank Ltd | 7.97 |
Windlas Biotech Ltd | 7.64 |
JK Lakshmi Cement Ltd | 7.02 |
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 | 20 |
Mid Cap | 2 |
Small Cap | 73 |
Cash | 5 |
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.