PLUTUS LEGACY PORTFOLIO

December 2019

Investment Strategy

Portfolio strategy focused on investing into businesses with established leadership, operating in industries with a large addressable opportunity that presents an opportunity for sustainable, profitable growth.

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Sector* Allocation

Model Portfolio weight: 30-Nov-2019


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Performance: Model Portfolio: 30th Nov 2019
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Disclaimer: Past performance is not indicative of future returns.

Performance – Back tested returns
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Disclaimer: Past performance is not indicative of future returns.

Comparison with NIFTY

Sector Allocation - Portfolio v/s Nifty as on 30th Nov 2019

Industry - Broad Nifty Weightage (%) Portfolio Weight %
Financial Services 41.3% 37.2%
Consumer Staple 9.3% 15.5%
Consumer Discretionary 2.5% 11.1%
Healthcare 2.2% 9.9%
Information Technology 12.4% 6.9%
Infrastructure & Real Estate 3.3% 4.7%
Conglomerate 10.7% 5.3%
Commodity & Material 5.5% -
Automobile & Ancillaries 5.7% -
Utility 3.9% -
Telecommunication 2.2% -
Agricultural 0.6% -
Logistic 0.6% -
Cash & Cash Equivalent - 9.5%
Grand Total 100.0% 100.0%

Notes:

Portfolio weights as on 30th Nov 2019


*Sectors are reclassified as per the business of company by TrustPlutus Research.


Returns are excluding dividends and expenses and thus compared with Nifty50 and Not TRI index.


Past performance of back tested allocation is for illustration purpose and neither reflects the actual portfolio return nor is it a guarantee for future returns. Equity returns are subject to market risk and the principal amount of investment is not guaranteed.


Model Portfolio's back tested returns are under assumption that the weights allocated in the portfolio three years back would have been same as allocated weights for the portfolio at inception(31st May 2019). Current allocation to the companies listed during the past three years were invested in cash & cash equivalent at 6% p.a. return on daily basis and was used for the initial allocation on day of listing.


Investors should evaluate the risks of investing in investment products and should consult with their investment advisor(s) before considering an investment.