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 | -6.79% | -3.95% | 9.58% | -2.41% | -5.81% | 5.99% | 6.19% | - | 8.64% |
| Nifty 50 TRI | -6.03% | -4.91% | 2.13% | -7.09% | -5.29% | 6.06% | 6.38% | - | 10.84% |
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 30th Sep 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
