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||5.7%||6.9%||15.2%||25.4%||15.8%||-||-||-||15.0%|
|BSE 500 TRI||4.6%||2.1%||-1.1%||4.2%||12.3%||-||-||-||10.6%|
|FORTIS HEALTHCARE LIMITED||8.82|
|HCL TECHNOLOGIES LIMITED||6.89|
|Mrs. Bectors Food Specialities Limited||6.37|
|JK LAKSHMI CEMENT LTD.||5.55|
|BHARTI AIRTEL LIMITED||5.40|
|Top 5 Equity Holdings||33.03|
Market Cap Allocation
Do Not Simply Invest, Make Informed Decisions
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#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.