PORTFOLIO
Sleeve and sector mix for the ₹48.62L book — targets vs actual for a moderate Premium mandate.
| Sleeve | Target | Actual | Value | Drift | Action |
|---|---|---|---|---|---|
| Equity | 50% | 54% | ₹26.25L | +4 pp | Trim banks |
| Mutual funds | 30% | 28% | ₹13.61L | −2 pp | Keep SIPs |
| Gold | 10% | 10% | ₹4.86L | 0 | Hold |
| Silver | 5% | 5% | ₹2.43L | 0 | Hold |
| Copper | 5% | 3% | ₹1.47L | −2 pp | Top-up |
| Sector | Weight | Value | Names |
|---|---|---|---|
| Financials | 22% | ₹10.70L | HDFCBANK, BAJFINANCE |
| Information Technology | 14% | ₹6.81L | INFY, PERSISTENT, TCS |
| Consumer Discretionary | 8% | ₹3.89L | TITAN, VBL |
| Energy | 6% | ₹2.92L | RELIANCE |
| Industrials | 4% | ₹1.94L | LT, CUMMINSIND |