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

30th June 2024 PORTFOLIO S&P BSE 500 TRI OUTPERFORMANCE
1 Month 7.1% 7.1% 0%
3 Month 29.1% 11.7% 17.4%
6 Month 44.9% 16.7% 28.2%
1 Year 119.9% 38.3% 81.6%
2 Year 78.8% 30.9% 47.9%
3 Year 55.9% 19.9% 36%
4 Year 71.4% 29.3% 42.1%
5 Year 46% 20% 26%
Since Inception 28.9% 16.3% 12.6%

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