The investment objective of the SRE shield portfolio is to generate long term wealth along with focus on capital protection.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Sykes and Ray Equities India Ltd SRE Shield | -0.60% | 2.52% | 0.64% | 4.44% | 6.05% | 12.03% | 10.85% | - | 10.20% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.98% | 14.32% | 14.68% | - | 13.97% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
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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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
