Series 118 – Snapshot of our Performance this Year and way forward

We have been communicating about the strength of our portfolio with respect to earnings and ROCE with respect to indices and why we believe we should see outperformance continue in the portfolio. Attaching you a link where we wrote about portfolios strength with respect to benchmarks. This week we are giving you a quick snapshot on how our year has been and our way forward.

We have always stood for consistency across time and cycles; however Jan and Feb was two months of underperformance driven by our pharma bucket because of US Tariff announcement. We had communicated back then that this noise would settle, and we should see outperformance return in the portfolio. Below is a snapshot of the performance subsequently Month-on-Month, which has been strong. The month of July also saw an outperformance and we expect this to strongly continue. We will keep updating you on our monthly returns in our future communication too.

Our portfolio review update has been uploaded in the website and available in the below link-

https://ituscapital.com/articles/portfolio-review-4q-fy25/

Keep following us for more contents like these. As always, we keep re-emphasising our SIP mode of investment. You can connect with your relationship manager to know more about our SIP Program.

These weekly episodes are now available in our website for your quick read and you may access the same in the below link.

Weekly Enlightenment Archives – ITUS Capital