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 | 4.6% | 10.6% | 8.0% | 2.8% | 22.7% | 16.2% | 12.2% | - | 12.5% |
| NSE 100 Index | 4.1% | 8.0% | 6.4% | 4.3% | 25.5% | 17.5% | 12.0% | - | 12.6% |
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 | 92.7 |
| Mid Cap | 4.2 |
| Small Cap | 0.0 |
| Cash | 3.1 |
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.
