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 January 2024 Portfolio BSE 500 total return index Outperformance
1 Month 9.53% 1.92% 7.61%
3 Month 30.34% 17.88% 12.46%
6 Month 53.59% 16.20% 37.39%
1 Year 106.46% 33.42% 73.04%
2 Year 52.63% 16.47% 36.16%
3 Year 63.93% 21.89% 42.04%
4 Year 52.15% 20.50% 31.65%
5 Year 38.78% 18.50% 20.28%
Since Inception 25.26% 14.89% 10.37%

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