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 | 6.27% | 19.38% | 23.69% | 40.70% | 42.47% | 25.54% | - | - | 26.48% |
| BSE 500 TRI | 4.44% | 12.74% | 19.57% | 38.94% | 27.70% | 21.08% | - | - | 21.61% |
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 | 16 |
| Mid Cap | 6 |
| Small Cap | 70 |
| Cash | 8 |
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 July 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
