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 | -3.1% | 2.9% | -7.4% | 23.4% | 58.3% | - | - | - | 39.0% |
Nifty 500 | -4.2% | -0.7% | -2.7% | 8.3% | 36.3% | - | - | - | 13.1% |
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 | 44.8 |
Mid Cap | 9.0 |
Small Cap | 44.1 |
Cash | 2.1 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.