By Rajendra Sep 03, 2022
-Track record of good corporate governance
Focus on Quality companies
-Fundamentally strong companies
-Strong management
-· Position sizing
Risk Management
-Compliance with regulatory & internal risk
-· Diversified across sectors & themes
·- Due evaluation of market characteristics - Liquidity, market impact
Risk Management
-· Avoiding companies where risks involved are not well understand
-SBI -ITC
-ICICI Bank -Coal
-Infosys -NTPC
-HDFC Bank -L&T
-Reliance -HDFC
Finanical Services 6.5%
Inds. Manufacture 4.1%
Power 2.7%
Construction 1.5%
Telecom .7%
Consumer Goods -7.4%
Automobiles -2.2%
Chemicals -1.9%
IT -2.1%
Consumer Service-1.9%
No of Stock
Top 5 Equity Holding
Top 10 Equity Holding
AUM
53
32.35%
53.45%
29, 096 Cr
Cash
4.46%
Period
1 Year
3 Year
10 Year
Returns
16.39%
17.47%
15.17%
5 Year
11.50%
Caption