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
Portfolio2.4%7.6%6.4%5.6%39.9%52.1%52.7%
Nifty Next 506.85%12.13%9.14%5.11%62.95%65.53%48.96%



Portfolio Holdings


Holding %
PAGE INDUSTRIES LTD. 4.47
RELIANCE INDUSTRIES LTD. 3.97
PI INDUSTRIES LTD 3.79
ICICI BANK LTD. 3.48
TATA MOTORS LTD DVR 3.46
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. 3.26
BAJAJ FINANCE LIMITED 3.22
ASIAN PAINTS LTD. 3.17
PIDILITE INDUSTRIES LTD. 3.16
MARUTI SUZUKI INDIA LTD. 3.01
Top 10 Equity Holdings 34.99

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 67.7
Mid Cap 19.4
Small Cap 0.0
Cash 12.9


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 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions