Performance

Our Performance

Performance Update (as of 31st Dec, 2021)

*Note: Nifty 50 is considered as a benchmark for the performance. Above returns is the performance of the director’s portfolio.

Top 10 Client Portfolios

*Note – Above client portfolio is as on 30th September 2021

Top 10 Portfolio is selected on basis of value and maximum time frame of investment

Generating Alpha

Brighter Mind Equity Advisor has generated strong alpha over the benchmark since inception. Brighter Mind has been consistent in its process driven approach that has led to strong returns for the Brighter Mind investor and helped us in generating wealth from equity investing with higher safety of capital.

 

An alpha return of even 2% can create a huge difference of Rs. 3.3 Crore on investment of Rs.10 Lakhs in the time frame of 25 Years.
ALL THANKS TO COMPOUNDING!

Our Best Picks

(Click on Company Name/Logo to View Report)

Portfolio Diversification

We design our client’s portfolio in such a way that their initial capital gets fully secured from market tides. We prefer to invest in quality businesses which are trading at cheap valuation rather than in quality business trading at expensive valuation. Also, our major strategy is to diversify the portfolio across different sectors and industries so that we can get maximum coverage of businesses. 

This way we get two benefits for our client’s portfolio. Firstly, we add higher width to the portfolio and secondly we get higher returns on investment with lower risks.

Currently, we have diversified our portfolio in more than 20 industries and allocated the weightage according to the below chart.

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