The fund manager looks to buy stocks in longer term trends.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -2.9% | -4.9% | -9.1% | 8.8% | 20.8% | 13.1% | - | - | 7.8% |
| Nifty 500 | -0.7% | -0.9% | -2.0% | 19.6% | 35.8% | 15.2% | - | - | 11.6% |
Portfolio Holdings
| Holding | % |
|---|---|
| SRF LIMITED | 6.26 |
| INFO EDGE INDIA LIMITED | 5.72 |
| DIVIS LABORATORIES LIMITED | 5.28 |
| LARSEN AND TOUBRO INFOTECH LIMITED | 4.96 |
| NAVIN FLUORINE INTERNATIONAL LTD | 4.92 |
| PI INDUSTRIES LIMITED | 4.66 |
| ICICI BANK LIMITED | 4.65 |
| DEEPAK NITRITE LIMITED | 4.59 |
| PIDILITE INDUSTRIES LTD | 4.47 |
| DR LAL PATHLABS LIMITED | 4.29 |
| Top 10 Equity Holdings | 49.80 |
Sector Allocation
| Holding | % |
|---|---|
| Cash | 0.70 |
| Industrial Capital Goods | 2.86 |
| Consumer Durables | 3.94 |
| Petroleum Products | 3.96 |
| Gas | 4.11 |
| Healthcare Services | 4.29 |
| Pesticides | 4.66 |
| Software | 4.96 |
| Retailing | 5.72 |
| Finance | 6.30 |
| Consumer Non Durables | 11.00 |
| Banks | 11.24 |
| Pharmaceuticals | 12.26 |
| Chemicals | 23.99 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 48.0 |
| Mid Cap | 36.6 |
| Small Cap | 8.3 |
| Cash | 7.1 |
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
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