Dhana Uttama - Direct Equity Portfolios (India)
Core - Low Volatility
The Core Low Volatility Portfolio contains the most favorable all cap, low volatility stocks in All Cap universe
Return: 12.0% p.a |
Core - Conservative
The Core Conservative Portfolio contains the most favorable High Safety scored stocks
Return: 12.0% p.a |
Large Cap - Lo-Volatility
The Large Cap/Low Volatility Portfolio contains the most favorable low volatility stocks from Large Cap 500 universe
Return: 12.0% p.a |
Core - Fixed Income
The Conservative Core Fixed Income Portfolio is made up of short-term and intermediate term fixed income ETFs
Return: 8.0% p.a |
Core - Growth
The Core Growth Portfolio contains the most favorable Large and Mid-Cap Growth stocks
Return: 14.0% p.a |
Mid Cap - Growth
The Mid Cap Growth Portfolio contains the most favorable Mid Cap growth stocks
Return: 16.0% p.a |
Core - Value
The Core Value Portfolio contains the most favorable Large and Mid-Cap Value stocks
Return: 14.0% p.a |
High Dividend
The High Dividend Portfolio contains the most favorable High Paying Dividend stocks
Return: 14.0% p.a |
Mid Cap - Value
The Mid Cap Value Portfolio contains the most favorable Mid Cap value stocks
Return: 14.0% p.a |
Mega Caps
The Mega Caps Portfolio is a thematic investment containing the most favorable stocks for the Top 100 market capitalizations
Return: 12.0% p.a |
Famous Brands
The Famous Brands Portfolio is a thematic investment containing the most favorable stocks of the most Globally Recognized Brands
Return: 14.0% p.a |
Most Widely Held
The Most Widely Held Portfolio is a thematic investment containing the most favorable Widely Held Stocks by Institutions
Return: 14.0% p.a |
Core - Fixed Income
The Moderate Core Fixed Income Portfolio is made up of short-term, intermediate term and high yield fixed income ETFs
Return: 8.0% p.a |
Momentum
The Pure Momentum Portfolio contains the most favorable positive momentum stocks
Return: 16.0% p.a |
Core - Small Cap
The Small Cap Portfolio contains the most favorable Small Cap stocks
Return: 16.0% p.a |
Most Liquid
The Most Liquid Portfolio is thematic, containing the most favorable Highly Traded stocks
Return: 16.0% p.a |
High Beta
The High Beta Portfolio contains the most favorable stocks High Beta Stocks in Large Cap 500 universe
Return: 16.0% p.a |
Fundamental Focus
The Fundamental Focus Portfolio contains the most favorable positive Fundamental stocks
Return: 16.0% p.a |
Core - Fixed Income
The Aggressive Core Fixed Income Portfolio is made up of short-term, intermediate term and high yield fixed income ETFs
Return: 9.00% p.a |
Dhana Uttama - Direct Equity Portfolios (USA)
Core - Low Volatility
The Core Low Volatility Portfolio contains the most favorable all cap, low volatility stocks in All Cap universe
Return: 12.0% p.a |
Core - Conservative
The Core Conservative Portfolio contains the most favorable High Safety scored stocks
Return: 12.0% p.a |
Large Cap - Lo-Volatility
The Large Cap/Low Volatility Portfolio contains the most favorable low volatility stocks from Large Cap 500 universe
Return: 12.0% p.a |
Core - Fixed Income
The Conservative Core Fixed Income Portfolio is made up of short-term and intermediate term fixed income ETFs
Return: 4.00% p.a |
Core - Growth
The Core Growth Portfolio contains the most favorable Large and Mid-Cap Growth stocks
Return: 14.0% p.a |
Mid Cap - Growth
The Mid Cap Growth Portfolio contains the most favorable Mid Cap growth stocks
Return: 14.0% p.a |
Core - Value
The Core Value Portfolio contains the most favorable Large and Mid-Cap Value stocks
Return: 14.0% p.a |
High Dividend
The High Dividend Portfolio contains the most favorable High Paying Dividend stocks
Return: 14.0% p.a |
Mid Cap - Value
The Mid Cap Value Portfolio contains the most favorable Mid Cap value stocks
Return: 14.0% p.a |
Mega Caps
The Mega Caps Portfolio is a thematic investment containing the most favorable stocks for the Top 100 market capitalizations
Return: 14.0% p.a |
Famous Brands
The Famous Brands Portfolio is a thematic investment containing the most favorable stocks of the most Globally Recognized Brands
Return: 14.0% p.a |
Most Widely Held
The Most Widely Held Portfolio is a thematic investment containing the most favorable Widely Held Stocks by Institutions
Return: 14.0% p.a |
Core - Fixed Income
The Moderate Core Fixed Income Portfolio is made up of short-term, intermediate term and high yield fixed income ETFs
Return: 5.00% p.a |
Momentum
The Pure Momentum Portfolio contains the most favorable positive momentum stocks
Return: 16.0% p.a |
Core - Small Cap
The Small Cap Portfolio contains the most favorable Small Cap stocks
Return: 16.0% p.a |
Most Liquid
The Most Liquid Portfolio is thematic, containing the most favorable Highly Traded stocks
Return: 16.0% p.a |
High Beta
The High Beta Portfolio contains the most favorable stocks High Beta Stocks in Large Cap 500 universe
Return: 16.0% p.a |
Fundamental Focus
The Fundamental Focus Portfolio contains the most favorable positive Fundamental stocks
Return: 16.0% p.a |
Core - Fixed Income
The Aggressive Core Fixed Income Portfolio is made up of short-term, intermediate term and high yield fixed income ETFs
Return: 6.00% p.a |
Percentage Returns displayed are per annum (p.a) based on data for the 3 year period (Jan 2016 to Jan 2019)
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