The objective or the strategy is to generate capital appreciation over the long term by investing in a portfolio of equity of Indian companies
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 4.4% | 12.1% | 10.0% | 14.1% | 35.3% | 20.8% | 10.1% | - | 11.9% |
| Nifty Midcap 100 | 5.6% | 7.1% | 4.5% | 4.9% | 38.6% | 27.5% | 8.7% | - | 11.6% |
Portfolio Holdings
| Holding | % |
|---|---|
| Great Eastern Shipping Co Ltd | 6.00 |
| Oracle Financial Services Software Ltd | 6.00 |
| Federal Bank Ltd | 4.50 |
| DCB Bank Ltd | 4.50 |
| Apar Industries Ltd | 4.50 |
| Oberoi Realty Ltd | 4.50 |
| Dhanuka Agritech Ltd | 4.50 |
| Cummins India Ltd. | 4.50 |
| Ahluwalia Contracts (India) Ltd | 4.00 |
| Mayur Uniquoters | 4.00 |
| Sobha Ltd | 4.00 |
| CCL Products Ltd | 4.00 |
| Ashiana Housing Ltd | 4.00 |
| Care Ratings Ltd | 3.75 |
| S H Kelkar & Co Ltd | 3.50 |
| Kirloskar Brothers limited | 3.50 |
| MOIL | 3.50 |
| NTPC Ltd | 3.50 |
| Kewal Kiran Clothing | 3.00 |
| Indian Hotels Co Ltd | 3.00 |
| KPR Mills Ltd. | 3.00 |
| Carborundum Universal | 2.75 |
| D B Corp Ltd | 2.50 |
| Sanghvi Movers Ltd | 2.50 |
| Cash and equivalents | 6.50 |
| Top 24 Equity Holdings | 93.50 |
Sector Allocation
| Holding | % |
|---|---|
| Fabric & Garments | 6.00 |
| Information Technology Services / Products | 6.00 |
| Shipping | 6.00 |
| Banks | 9.00 |
| Residential | 12.50 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 18.2 |
| Mid Cap | 31.5 |
| Small Cap | 39.1 |
| Cash | 11.1 |
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 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
