Focus is on investing in rewarding yet challenging universe of companies broadly in mid-cap and small-cap space which have superior earnings growth potential with emphasis on good earnings quality available at reasonable valuations.
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Prabhudas Liladher Multi Asset Dynamic Portfolio Strategy | 0.42% | 7.74% | 12.74% | 28.11% | 14.45% | - | - | - | 9.84% |
Crisil Moderate Hybrid Index | 1.26% | 7.11% | 11.43% | 23.82% | 12.90% | - | - | - | 12.09% |
Portfolio Holdings
Holding | % |
---|---|
GUJARAT FLUOROCHEMICALS LTD | 7.50 |
NOCIL LTD | 5.89 |
STEEL AUTHORITY OF INDIA LTD | 4.43 |
JAMNA AUTO INDUSTRIES LTD | 4.39 |
EXPLEO SOLUTIONS LTD | 4.33 |
Top 5 Equity Holdings | 26.55 |
Sector Allocation
Holding | % |
---|---|
Electricals | 7.30 |
Information Technology | 8.24 |
Pharmaceuticals | 9.09 |
BFSI | 11.78 |
Chemicals | 20.57 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | |
Mid Cap | |
Small Cap | |
Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.