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 | 5.5% | 13.1% | 10.3% | 3.3% | 27.4% | 23.0% | 13.9% | 13.8% | |
| Nifty LargeMid 250 | 5.1% | 9.9% | 9.1% | 7.5% | 31.0% | 22.6% | 11.9% | 13.4% |
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI BANK LTD | 7.27 |
| BAJAJ FINANCE LTD | 6.79 |
| RELIANCE INDUSTRIES LTD | 5.46 |
| HOUSING DEVELOPMENT FINANCE CORPORATION LTD | 4.90 |
| HONEYWELL AUTOMATION INDIA LTD | 4.73 |
| TATA ELXSI LTD | 4.60 |
| EUREKA FORBES LTD | 4.36 |
| GRINDWELL NORTON LTD | 4.34 |
| DIVI'S LABORATORIES LTD | 4.17 |
| KSB LTD | 4.13 |
| TATA CONSUMER PRODUCTS LTD | 3.99 |
| ASTRAL LTD | 3.84 |
| POONAWALLA FINCORP LTD | 3.84 |
| POLYCAB INDIA LTD | 3.75 |
| TIPS INDUSTRIES LTD | 3.71 |
| ENDURANCE TECHNOLOGIES LTD | 3.42 |
| COFORGE LTD | 3.37 |
| SCHAEFFLER INDIA LTD | 3.35 |
| HIL LTD | 3.11 |
| ALKEM LABORATORIES LTD | 2.94 |
| BAJAJ ELECTRICALS LTD | 2.90 |
| MAHINDRA LOGISTICS LTD | 2.89 |
| TATA CONSULTANCY SERVICES LTD | 2.72 |
| TIPS FILMS LTD | 0.56 |
| Top 21 Equity Holdings | 88.97 |
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 | 38.9 |
| Mid Cap | 34.5 |
| Small Cap | 21.9 |
| Cash | 4.7 |
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.
