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 | -0.37% | 4.08% | 3.64% | 6.24% | -1.81% | 9.36% | 8.05% | - | 9.66% |
| Nifty 50 TRI | -1.14% | 2.89% | -3.60% | -0.35% | -1.19% | 9.00% | 8.32% | - | 11.79% |
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 31st Aug 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
