The objective of the strategy is to achieve long term capital appreciation by primarily investing in ‘listed securities’ in India. The aim is to invest in companies that are emerging as leaders in the digital era by being at the forefront of innovation and technology implementation in their respective sectors.
Portfolio Outline:
The India Opportunity Funnel: From Internet User to Buyer
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.3% | 7.1% | 0.0% | - | - | - | - | -15.0% | |
| BSE 200 TRI | 4.7% | 9.3% | 8.7% | - | - | - | - | 1.9% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 60.4 |
| Mid Cap | 24.0 |
| Small Cap | 12.6 |
| Cash | 2.9 |
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 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
