Objective is to invest in companies having good corporate governance, sustainable growth prospects, in emerging sectors and in turn around stories.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -5.2% | -2.9% | -8.1% | 1.2% | 30.3% | 15.2% | 12.2% | - | 12.0% |
| Nifty LargeMid 250 | -4.6% | -0.8% | -4.1% | 7.8% | 37.9% | 15.0% | 10.4% | - | 12.3% |
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI BANK LTD | 6.35 |
| BAJAJ FINANCE LTD | 6.34 |
| HOUSING DEVELOPMENT FINANCE CORPORATION LTD | 5.14 |
| HONEYWELL AUTOMATION INDIA LTD | 4.79 |
| GMM PFAUDLER LTD | 4.69 |
| GRINDWELL NORTON LTD | 4.52 |
| MAHINDRA LOGISTICS LTD | 4.08 |
| KSB LTD | 3.29 |
| HIL LTD | 3.82 |
| TASTY BITE EATABLES LTD | 5.50 |
| ASIAN PAINTS LTD | 5.09 |
| BAJAJ ELECTRICALS LTD | 4.71 |
| CERA SANITARYWARE LTD | 4.24 |
| POLYCAB INDIA LTD | 2.31 |
| RELIANCE INDUSTRIES LTD | 4.98 |
| DIVI'S LABORATORIES LTD | 4.92 |
| THYROCARE TECHNOLOGIES LTD | 4.06 |
| ABBOTT INDIA LTD | 3.87 |
| PROCTER & GAMBLE HEALTH LTD | 3.18 |
| TATA ELXSI LTD | 8.00 |
| COFORGE LTD | 4.85 |
| Top 21 Equity Holdings | 98.74 |
Sector Allocation
| Holding | % |
|---|---|
| Information Technology And Media | 10.50 |
| Healthcare Services | 12.80 |
| Capital Goods | 20.90 |
| BFSI | 21.80 |
| Consumption | 29.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.2 |
| Mid Cap | 22.0 |
| Small Cap | 17.0 |
| Cash | 22.8 |
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.
