✔ Default Position
stairs Growth Fund
The fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies.
RIdeal long-term investment (3-5 years Horizon) option for investors where we build a portfolio of companies that are Industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.
✔ Large Cap – 0 – 25%
✔Mid & Small Cap – 75 -100%
✔ 20-25
✔BSE 500 total return index
Growth Fund’s Performance
| 29th February 2024 | Portfolio | BSE 500 total return index | Outperformance |
|---|---|---|---|
| 1 Month | 1.00% | 1.66% | -0.66% |
| 3 Month | 16.82% | 11.93% | 4.89% |
| 6 Month | 43.87% | 18.86% | 25.01% |
| 9 Month | 80.58% | 28.05% | 52.53% |
| 1 Year | 109.96% | 39.47% | 70.49% |
| 2 Year | 60.18% | 19.79% | 40.38% |
| 3 Year | 56.68% | 19.46% | 37.22% |
| 4 Year | 55.44% | 23.02% | 32.42% |
| 5 Year | 38.89% | 18.99% | 19.90% |
| Since Inception | 25.10% | 14.99% | 10.11% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
