The objective is to try & beat the general stock market returns apart from minimizing the chances of permanent capital loss.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Eklavya Capital Long Term Value (LTV) | 0.50% | 0.22% | 7.56% | 12.27% | 10.75% | 9.19% | 10.72% | 9.32% | |
| NSE MultiAsset Index 2 | 0.07% | -1.10% | 6.69% | 18.66% | 14.14% | 11.90% | 13.57% | 12.40% |
Portfolio Holdings
| Holding | % |
|---|---|
| ITC Ltd | 5.40 |
| NIRLON LTD | 1.50 |
| REDINGTON INDIA LIMITED | 3.20 |
| HDFC Bank Limited | 4.30 |
| COLGATE PALMOLIVE INDIA LTD | 1.00 |
| PFIZER LIMIT | 0.50 |
| Glenmark Lifesciences | 3.70 |
| ICICI Lombard General Insurance Company Limited | 0.50 |
| Eris Lifesciences Limited | 3.20 |
| Tata Consultancy Services Ltd | 0.10 |
| RPG LIFE SCIENCES LTD. | 0.40 |
| Swaraj Engines Ltd | 3.10 |
| Sirca Paints | 0.90 |
| Abbott India | 1.00 |
| CMS Infosystems | 0.50 |
| Britannia Industries | 0.20 |
| Infosys Ltd | 2.00 |
| VST Industries | 0.10 |
| Asian Paints | 2.80 |
| CDSL Ltd | 0.60 |
| eClerx Ltd | 0.20 |
| Jenburkt Pharmaceuticals Limited | 0.20 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 16.10 |
| Mid Cap | 8.30 |
| Small Cap | 10.30 |
| Cash | 65.30 |
Do Not Simply Invest, Make Informed Decisions
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Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
