To help investors create wealth over 2-4 years without taking undue risks

Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.9% | -1.6% | -1.4% | - | - | - | - | - | -1.8% |
Nifty 500 | -0.8% | -0.9% | -2.0% | - | - | - | - | - | 8.2% |
Portfolio Holdings
Holding | % |
---|---|
KEI INDUSTRIES LTD. | 7.48 |
STATE BANK OF INDIA LIMITED | 6.97 |
LARSEN AND TOUBRO LIMITED | 6.74 |
ICICI BANK LIMITED | 6.46 |
INFOSYS LIMITED | 5.44 |
Top 5 Equity Holdings | 33.09 |
Sector Allocation
Holding | % |
---|---|
BFSI | 22.03 |
IT | 15.95 |
Industrial | 9.97 |
Autos | 9.55 |
Realty | 7.50 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 44.0 |
Mid Cap | 9.2 |
Small Cap | 44.7 |
Cash | 2.1 |
Disclaimer
#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
