Portfolio 1 : Returns for 10-year period (2008-2018)
% Return CAGR
Rolling 1 YearRolling 3 YearRolling 5 Year
Portfolio 1Nifty 50DifferencePortfolio 1Nifty 50DifferencePortfolio 1Nifty 50Difference
Apr-08
Apr-091.0-32.833.8
Apr-1068.451.916.5
Apr-1124.78.915.828.53.624.9
Apr-127.4-8.716.131.114.716.4
Apr-1323.713.010.718.34.014.323.02.820.2
Apr-1415.212.92.315.25.210.026.314.012.3
Apr-1538.922.216.725.516.09.621.59.212.3
Apr-16-0.8-4.13.316.79.86.916.16.49.7
Apr-1712.718.5-5.815.811.64.217.212.15.1
Apr-1819.215.43.810.19.50.616.412.63.7
Mar-1911.09.81.214.314.5-0.315.512.03.5
Portfolio 1: Returns for 10-year period (2008-2018)
% Return CAGR
FromTo6 monthly – 5-year rollingWhen Markets correctedWhen Markets Recovered
01-04-202031-07-2020
Value PMSRegular PMSDifferenceValue PMSRegular PMSDifferenceValue PMSRegular PMSDifference
01-06-200931-05-2014162.54174.36-11.82308.07275.7332.34354.02325.828.22
01-06-201031-05-2014158.69162.84-4.15241.65206.9134.74277.7244.4933.21
01-06-201031-05-2015159.95164.12-4.17228.95196.0132.94263.1231.6131.49
01-06-201131-05-2015136.54125.7610.78199.76153.5146.25229.55181.3948.16
01-06-201131-05-2016137.86132.984.88193.46155.737.76222.31183.9838.33
01-01-201231-12-2016132.01132.010197.45164.7532.7226.9194.6732.23
01-06-201231-05-2017150.15151.76-1.61185.83155.0530.78213.55183.2130.34
01-01-201331-12-2017128.14134.13-5.99149.14122.1626.98171.38144.3527.03
01-06-201331-05-2018122.97126.25-3.28140.64115.5625.08161.62136.5525.07
01-01-201431-12-2018116.58119.15-2.57127.83105.1222.71146.9124.2222.68
01-06-201431-05-2019101.03116-14.97105.4193.1112.3121.13110.0211.11
01-01-201531-12-201989.9699.29-9.3389.774.3315.37103.0887.8215.25
01-06-201531-05-202092.1374.5917.5490.373.1117.19103.7786.3917.38
Portfolio 1 : Returns for 10-year period (2008-2018)
% Return CAGR
Rolling 1 YearRolling 3 YearRolling 5 Year
Portfolio 1Nifty 50DifferencePortfolio 1Nifty 50DifferencePortfolio 1Nifty 50Difference
Apr-08
Apr-091.0-32.833.8
Mar-1911.09.81.214.314.5-0.315.512.03.5
TOP 5 HOLDINGS
Berger Paints9.81%
Avenue Super.9.55%
Pidilite Inds.9.06%
Whirlpool India7.83%
Aarti Inds.7.42%
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For us, a company categorized as “Large Cap I” with a ranking of 85%+ is expected to earn minimum 16% return. The rational being, minimum return expectation = (10 Year G-Sec Yield) x (2x to 3x).

Three-Pronged Investment Process


Earnings Growth
E-Qual Risk Framework
Purchase Price Discipline

      Investment Framework


      FromTo6 monthly – 5-year rollingWhen Markets correctedWhen Markets Recovered
      01-04-202031-07-2020
      Value PMSRegular PMSDifferenceValue PMSRegular PMSDifferenceValue PMSRegular PMSDifference
      01-06-200931-05-2014162.54174.36-11.82308.07275.7332.34354.02325.828.22
      01-06-201031-05-2014158.69162.84-4.15241.65206.9134.74277.7244.4933.21
      01-06-201031-05-2015159.95164.12-4.17228.95196.0132.94263.1231.6131.49
      01-06-201131-05-2015136.54125.7610.78199.76153.5146.25229.55181.3948.16
      01-06-201131-05-2016137.86132.984.88193.46155.737.76222.31183.9838.33
      01-01-201231-12-2016132.01132.010197.45164.7532.7226.9194.6732.23
      01-06-201231-05-2017150.15151.76-1.61185.83155.0530.78213.55183.2130.34
      01-01-201331-12-2017128.14134.13-5.99149.14122.1626.98171.38144.3527.03
      01-06-201331-05-2018122.97126.25-3.28140.64115.5625.08161.62136.5525.07
      01-01-201431-12-2018116.58119.15-2.57127.83105.1222.71146.9124.2222.68
      01-06-201431-05-2019101.03116-14.97105.4193.1112.3121.13110.0211.11
      01-01-201531-12-201989.9699.29-9.3389.774.3315.37103.0887.8215.25
      01-06-201531-05-202092.1374.5917.5490.373.1117.19103.7786.3917.38