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 | -3.6% | -2.4% | -5.6% | 3.7% | 25.4% | 11.3% | 11.9% | 11.1% | |
| NSE 100 Index | -4.0% | -1.5% | -2.9% | 6.1% | 31.1% | 11.7% | 11.1% | - | 11.6% |
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 | 92.5 |
| Mid Cap | 3.7 |
| Small Cap | 0.0 |
| Cash | 3.7 |
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 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
