SRE Shield PMS


Key Portfolio Attributes

Inception Date: May 2018

Number of Stocks: 77

Portfolio Manager’s Name: Nitesh Chand

Portfolio Manager’s Experience: 20 Years

Portfolio Manager’s Qualification: MBA (Finance)

Investment Objective

The investment objective of the SRE shield portfolio is to generate long term wealth along with focus on capital protection.

Portfolio Strategy

The SRE Shield Portfolio is built on the following parameters:

  • Proprietary quantitative model based on PE ratio of the S&P CNX Nifty Index
  • Investment across diversified sector to minimize the risk of over-concentration
  • Tested across various market cycles and time horizons for reliability
  • Integrated and effective risk management process
  • Comprehensive performance reporting and transparent communication

Investment Philosophy

The investment philosophy of SRE Shield Portfolio is: Long Term Growth with Safety.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Sykes & Ray Equities (I) Ltd SRE Shield0.82%5.21%20.92%33%16.34%14.55%13.92%-12.26%
BSE 500 TRI1.24%4.19%18.77%26.51%16.29%16.94%13.98%-14.96%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
TATA MOTORS LTD DVR 5.88
BAJAJ AUTO LTD. 4.79
LARSEN & TOUBRO LTD. 4.61
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. 4.22
TATA CONSUMER PRODUCTS LTD 3.74
NIPPON INDIA ETF NIFTY PSU BANK BEES 3.62
BOSCH LTD. 3.55
RELIANCE INDUSTRIES LTD. 3.42
ICICI BANK LTD. 3.34
ALKEM LABORATORIES LTD 3.31

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 65.71
Mid Cap 26.21
Small Cap 0.00
Cash 8.08

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 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.


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Do Not Simply Invest, Make Informed Decisions

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