| Sector Analysis |
| Sector/Ratings |
Net Asset(%) |
| Global Equity |
26.16 |
| Cash |
12.54 |
| Automobile |
9.4 |
| Banking & Financial |
7.07 |
| Software & Services |
6.91 |
| Pharma & Biotech |
6.56 |
| Construction |
5.43 |
| Telecom |
4.99 |
| Oil & GAS |
3.3 |
| Petroleum Products |
2.8 |
| Metals |
2.64 |
| Ferrous Metals |
2.45 |
| Aerospace & Defence |
2.13 |
| Energy |
2.1 |
| Agricultural & Farm Machinery |
2.07 |
| Chemicals |
1.96 |
| Food Beverage & Tobacco |
1.63 |
| Retail |
1.41 |
| FMCG |
0.82 |
| Minerals & Mining |
0.8 |
| SERVICES |
0.72 |
| Textiles |
0.58 |
| Industrial Products |
0.51 |
| Derivatives |
-4.98 |
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| Portfolio Metrics |
|
| PB Ratio |
3.24 |
| PE Ratio |
20.82 |
|
| |
| Top 25 Holdings |
|
|
| Holdings |
Net Asset(%) |
| Net Receivable / Payable |
7.30 |
| Harding Loevner Global Equity Fund |
5.05 |
| HDFC Bank Limited |
4.95 |
| TREPS / Reverse Repo Investments |
3.85 |
| Bharti Airtel Limited |
3.35 |
| Infosys Limited |
3.14 |
| Larsen & Toubro Limited |
3.10 |
| WCM GLOBAL EQUITY FUND |
2.57 |
| SK Hynix Inc |
2.47 |
| Bharat Electronics Limited |
2.13 |
| Angel One Limited |
2.12 |
| POWER GRID CORPORATION OF INDI |
2.10 |
| GAIL ( INDIA ) LTD |
2.02 |
| Microsoft Corp |
1.97 |
| Berkshire Hathaway Inc |
1.87 |
| Cipla Limited |
1.78 |
| Dr Reddys Laboratories Limited |
1.74 |
| Indus Towers Limited |
1.64 |
| HCL Technologies Limited |
1.63 |
| Hindalco Industries Limited |
1.62 |
| Hero MotoCorp Limited |
1.61 |
| Alibaba Group Holding Limited |
1.55 |
| Brookfield Corporation |
1.52 |
| Tencent Holdings Limited |
1.50 |
| Larsen & Toubro Infotech Ltd |
1.46 |
|
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