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 | 0.03% | 2.23% | 11.87% | 26.53% | 12.90% | - | - | - | 9.54% |
| Crisil Moderate Hybrid Index | 0.67% | 3.72% | 11.47% | 23.66% | 12.09% | - | - | - | 11.98% |
Portfolio Holdings
| Holding | % |
|---|---|
| Equity_Nippon India_Nifty 50 Bees ETF_Large Cap | 48.13 |
| Equity_Nippon India_Nifty Midcap 150 ETF_Midcap | 32.61 |
| Equity_Nippon India_Small Cap Fund Direct-Growth_Smallcap | 8.53 |
| Debt_ICICI Prudential_All Seasons Bond Fund Direct-Growth_Bonds | 4.94 |
| Gold_Nippon India_Gold Bees ETF | 4.18 |
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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Disclaimer
#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
