To help investors create wealth over 3-5 years by delivering superior risk adjusted returns by taking some well calibrated volatility risks with low portfolio correlation
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% | 7.3% | 19.2% | 1.6% | - | - | - | - | 5.5% |
| Nifty mid cap 100 | -1.7% | 2.7% | 19.1% | 3.5% | - | - | - | - | 9.2% |
Portfolio Holdings
| Holding | % |
|---|---|
| CANARA BANK | 12.02 |
| VARUN BEVERAGES LTD | 11.08 |
| PG ELECTROPLAST LTD | 10.10 |
| HINDUSTAN AERONAUTICS LTD | 8.87 |
| ICICI BANK LTD | 6.59 |
| Top 5 Equity Holdings | 48.66 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 11.1 |
| Mid Cap | 47.3 |
| Small Cap | 39.1 |
| Cash | 2. |
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 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
