Capture select transformative trends which are currently undervalued & under-owned, via a concentrated portfolio of Indian equities and manage it with an absolute return orientation.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -4.0% | 2.9% | 6.9% | 12.9% | - | - | - | - | 22.8% |
| Nifty 500 | -4.5% | -1.3% | -3.6% | 6.8% | - | - | - | - | 16.2% |
Portfolio Holdings
| Holding | % |
|---|---|
| State Bank of India | 8.38 |
| DLF Ltd. | 6.89 |
| Tata Coffee Ltd | 6.23 |
| Container Corporation of India Ltd. | 6.18 |
| ITC Ltd | 6.01 |
| Cash & Cash Equivalent | 15.47 |
| Others | 50.83 |
| Top 7 Equity Holdings | 100.00 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 61.0 |
| Mid Cap | 19.2 |
| Small Cap | 16.6 |
| Cash | 3.2 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
