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 | 3.43% | 5.89% | 6.20% | 6.05% | -1.75% | 8.98% | 8.89% | - | 9.81% |
| Nifty 50 TRI | 2.36% | 2.28% | -2.98% | -0.43% | 0.06% | 8.57% | 10.41% | - | 12.08% |
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
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st July 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
