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 | 1.6% | -0.4% | 3.0% | - | - | - | - | - | 6.1% |
| Nifty mid cap 100 | 0.6% | -1.3% | -1.9% | - | - | - | - | - | 7.4% |
Portfolio Holdings
| Holding | % |
|---|---|
| KEI INDUSTRIES LTD. | 7.83 |
| Prestige Estates Projects Limited | 7.72 |
| TATA POWER COMPANY LIMITED | 6.86 |
| TCI EXPRESS LIMITED | 6.27 |
| MASTEK LIMITED | 5.68 |
| Top 5 Equity Holdings | 34.36 |
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 20.92 |
| IT | 14.63 |
| Realty | 7.22 |
| Power | 7.18 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 29.6 |
| Mid Cap | 13.0 |
| Small Cap | 56.9 |
| Cash | 0.6 |
Disclaimer
#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
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