The objective of the PMS strategy is to generate long term capital growth by investing in a concentrated portfolio of large cap companies having sustainable performance. The strategy aims to outperform the benchmark using a combination of top-down and bottom-up approach for stock selection.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -4.00% | 2.80% | 15.00% | 1.60% | 9.40% | 11.90% | 11.50% | - | 11.60% |
| NSE 100 Index | -3.50% | 4.70% | 14.60% | 3.60% | 13.80% | 14.20% | 10.70% | - | 12.00% |
Portfolio Holdings
| Holding | % |
|---|---|
Sector Allocation
| Holding | % |
|---|---|
| Consumer Staples | 4.43 |
| Health Care | 9.31 |
| Information Technology | 14.16 |
| Materials | 16.91 |
| Financials | 34.87 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 92.50 |
| Mid Cap | 5.20 |
| Small Cap | 0.00 |
| Cash | 2.30 |
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 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
