Growth of 10,000

Returns

Asset Allocation

Stock Style

People

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
37 0
Bond Holding
12 0
Other Holding
2 1
Total Holding
51 1
Equity Holdings
37
Bond Holdings
12
Other Holdings
2
Total Holdings
51
% Assets in Top 10 Holdings
62
Reported Turnover %
As of —
Women Directors %
18
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
4.04 Dec 31, 2011 1,878,600
INR Indian Rupee
27.61 Financial Services
3.80 Dec 31, 2011 1,767,000
INR Indian Rupee
-13.85 Energy
3.17 Mar 31, 2023 1,474,050
INR Indian Rupee
24.24 18.62 Financial Services
1.88 Dec 31, 2011 874,200
INR Indian Rupee
8.12 21.74 Narrow Technology
1.46 Sep 30, 2019 678,900
INR Indian Rupee
-6.47 Industrials
ITC Ltd
1.40 Jul 31, 2024 651,000
INR Indian Rupee
1.19 Sep 30, 2019 553,350
INR Indian Rupee
41.74 Communication Services
1.17 Jun 30, 2019 544,050
INR Indian Rupee
4.37 9.41 Financial Services
0.97 Sep 30, 2019 451,050
INR Indian Rupee
-3.77 22.73 Wide Technology
0.95 Sep 30, 2019 441,750
INR Indian Rupee
8.92 Utilities
Holdings as of Feb 28, 2025 | The top 51 largest holdings are available for display across Equity, Bond and Other.

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