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 | 3.9% | 10.4% | 13.8% | 15.2% | 26.7% | 18.8% | 11.1% | 15.8% | |
| Nifty 500 | 4.5% | 8.5% | 7.1% | 5.3% | 27.9% | 19.5% | 12.0% | 14.2% |
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 | 43.4 |
| Mid Cap | 40.2 |
| Small Cap | 8.5 |
| Cash | 7.9 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
