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

Default Position

BSE 500 total return index

Growth Fund’s Performance

31st May, 2024 PORTFOLIO BSE 500 TOTAL RETURN INDEX OUTPERFORMANCE
1 Month 2.4% 0.8%/td> 1.6%
3 Month 22.3% 5.2% 17.1%
6 Month 42.9% 17.8% 25.2%
1 Year 120.9% 34.7% 86.2%
2 Year 75.2% 23.3% 51.9%
3 Year 55.5% 18.1% 37.4%
4 Year 73.1% 29.7% 43.4%
5 Year 43.1% 18.0% 25.0%
Since Inception 27.9% 15.3% 12.7%

Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.