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.

Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -4.50% | -4.50% | 8.10% | - | - | - | - | - | -20.80% |
BSE 200 TRI | -3.30% | 4.60% | 16.00% | - | - | - | - | - | 2.80% |
Portfolio Holdings
Holding | % |
---|---|
ICICI BANK LTD | 9.00 |
INFO EDGE INDIA LTD | 8.70 |
TITAN COMPANY LTD | 8.00 |
INFOSYS LTD | 6.90 |
NESTLE INDIA LTD | 5.80 |
Top 5 Equity Holdings | 38.40 |
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 68.00 |
Mid Cap | 22.90 |
Small Cap | 7.70 |
Cash | 1.40 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.