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 | 2.08% | -2.06% | 2.50% | 15.70% | 3.22% | 13.19% | 9.90% | - | 9.81% |
| Nifty 50 TRI | -0.51% | -3.80% | 3.36% | 15.07% | 8.28% | 14.64% | 12.94% | - | 13.14% |
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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Disclaimer
#Returns as of 28th Feb 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
