Curating a reasonably concentrated portfolio of ‘high conviction’ stocks in large-cap, mid-cap, and small companies and nurturing the investment over 3 to 5 years.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -0.8% | -3.4% | -2.3% | -6.3% | 37.3% | 30.7% | - | - | 33.8% |
| Nifty 500 | 14.4% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Real Estate | 3.00 |
| Amc | 7.00 |
| Auto | 7.00 |
| FMCG | 7.00 |
| Engineering | 9.00 |
| Agriculture | 11.00 |
| Insurance | 15.00 |
| Consumer | 27.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 45.1 |
| Mid Cap | 16.2 |
| Small Cap | 33.0 |
| Cash | 5.7 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
