Arihant Capital Model Portfolio Performance


Moderate

We found on companies which enjoy a competitive advantage and we continuously focused on
building and sustaining the same.

Industries Recommendation Date Weighted Return
NBFC 04-12-19 0.3%
AMCs 03-06-19 12.3%
Private Bank 04-12-19 0.1%
Private Bank 03-06-19 3.4%
Private Bank 04-12-19 0.1%
Insurance Companies 03-06-19 1.7%
Private Bank 03-06-19 0.8%
Private Bank 04-12-19 0.1%
Real Estate 03-06-19 -0.2%
Consumer Electronics 03-06-19 1.4%
Consumer Durables 03-06-19 9.7%
Technology 10-01-20 0.3%
Portfolio Return 29.8%

Aggressive

We found on companies which enjoy a competitive advantage and we continuously focused on
building and sustaining the same.

Industries Recommendation Date Weighted Return
NBFC 03-06-19 2.8%
Private Bank 03-06-19 2.7%
Insurance companies 03-06-19 2.5%
Private Bank 03-06-19 1.1%
Insurance companies 03-06-19 2.4%
Insurance companies 03-06-19 5.5%
Insurance companies 03-06-19 6.6%
Consumer Electronics 04-12-19 0.1%
Real Estate 04-12-19 0.7%
Portfolio Return 24.5%

Nifty Returns

We found on companies which enjoy a competitive advantage and we continuously focused on
building and sustaining the same.

Industries Recommendation Date Weighted Return
Technology 03-06-19 0.0%
NBFC 04-12-19 -0.2%
Insurance companies 03-06-19 5.5%
Healthcare 03-06-19 1.6%
Private Bank 03-06-19 1.4%
Oil & Gas 18-11-19 0.7%
Commodity Chemicals 03-06-19 6.6%
Consumer Electronics 04-12-19 0.8%
Private Bank 04-12-19 0.1%
NBFC 04-12-19 0.7%
Real Estate 04-12-19 1.7%
Technology 10-01-20 0.3%
Portfolio Return 12.4%