The portfolio will mainly invest in stocks of large-cap companies though there could be some exposure to mid and small-caps as well. Companies should either have good financials or should have an expected improvement in the future financials. The strategy is designed for investors who want to invest in listed shares/securities with a longer horizon.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
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 30 Sep 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
