NJ AMPL Bluechip Portfolio


Key Portfolio Attributes

Inception Date: 12th March 2018

Number of Stocks: 20-25

Fund Manager Name: Rule Based Active Investing

Fund Manager Experience:

NJ's Rule based investing is a proprietary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists

Investment Objective

The Portfolio’s objective is to generate capital appreciation in long term by investing in equity and equity related instruments.

Investment Strategy

The Portfolio’s objective is to generate capital appreciation in long term by investing in equity and equity related instruments.

Portfolio Strategy

Rule Based Investing




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-4.7%-5.8%-5.8%27.0%38.5%22.9%--18.0%
Nifty 500 TRI-0.71%-0.68%-1.62%20.87%37.20%16.52%--13.66%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
PERSISTENT SYSTEMS LTD 9.17
MINDTREE LTD 7.86
TATA ELXSI LTD 7.23
LARSEN & TOUBRO INFOTECH LTD 5.57
COFORGE LIMITED 5.45
Top 5 Equity Holdings 35.28

Sector Allocation


Holding %
Consumer Discretionary 3.07
Industrials 11.62
Materials 18.20
Financials 18.42
Information Technology 45.18

Market Cap Allocation


Allocations %
Large Cap 35.5
Mid Cap 57.5
Small Cap 6.2
Cash 0.8

Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.



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