The portfolio attempts to enhance the chances of investment success, and is built with the twin objectives of giving the client a set of strong companies, purchased at prices that are not exorbitantly high, thereby minimizing permanent capital loss to the investor.

Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | 0.7% | 2.3% | 5.8% | 25.1% | 31.8% | 13.9% | 9.6% | - | 15.5% |
Nifty 500 | -0.8% | -0.9% | -2.0% | 19.6% | 35.9% | 15.2% | 12.5% | - | 14.4% |
Portfolio Holdings
Holding | % |
---|---|
ITC | 6.00 |
Oracle Financial Services Software Ltd | 6.00 |
State Bank of India | 5.75 |
Cummins India | 4.50 |
Castrol India Ltd | 4.50 |
Sun Pharmaceutical | 4.25 |
Bosch Ltd | 4.00 |
MCX Ltd | 4.00 |
Bharat Electronics | 4.00 |
Great Eastern Shipping | 4.00 |
Coal India | 3.50 |
Cipla | 3.50 |
Engineers India | 3.50 |
Rallis India | 3.50 |
Tata Consultancy Services Ltd | 3.50 |
Infosys | 3.50 |
Indraprastha Gas | 3.00 |
Powergrid Corporation of India | 3.00 |
Sanofi India | 3.00 |
VST Tillers & Tractors | 3.00 |
CRISIL Ltd | 3.00 |
Suprajit Engineering | 3.00 |
Kaveri Seed Co Ltd | 2.50 |
Jagran Prakashan | 2.50 |
Vardhman Textiles Ltd | 2.50 |
Cash and equivalents | 6.50 |
Top 25 Equity Holdings | 93.50 |
Sector Allocation
Holding | % |
---|---|
FMCG | 6.00 |
Auto & Ancillaries | 7.00 |
Engineering | 8.50 |
Information Technology Services / Products | 9.50 |
Pharamaceuticals | 10.75 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 40.0 |
Mid Cap | 38.5 |
Small Cap | 18.0 |
Cash | 3.5 |
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
