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📊 Raghunath Capital | July 2025 Portfolio Update A strong finish to July — steady outperformance amid volatility. Despite heightened market fluctuations, the Raghunath Capital Vision Fund delivered a +1.82% gross return, significantly outperforming key benchmarks: Index / Fund July 2025 Return Nifty 50 ▼ 2.93% Nifty Bank ▼ 2.36% Nifty 500 ▼ 2.97% Raghunath Capital Vision Fund ▲ 1.82% We are proud to be among the few AIFs in India that delivered positive returns in July, thanks to our disciplined focus on liquid, fundamentally sound investments. We consistently avoid illiquid, poor-quality stories — staying true to our core philosophy of risk-aware wealth creation. ⸻ ✅ Key Highlights: • Outperformance across all major indices • Continued success with our risk-managed, high-conviction strategy • Strong momentum as FY25 progresses ⸻ 📈 August has begun on a constructive note, and we remain agile — ready to deploy capital where conviction meets opportunity. 📩 Interested in our AIF (Category III) or custom portfolio strategies? Let’s connect: 🌐 www.raghunathcapital.com 📧 info@raghunathcapital.com Let’s grow together.