✔ 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
30st September, 2024 | PORTFOLIO | S&P BSE 500 TRI | OUTPERFORMANCE |
---|---|---|---|
1 Month | -3.1% | 2.1% | -5.2% |
3 Months | 1.8% | 7.7% | -5.9% |
6 Months | 31.4% | 20.2% | 11.2% |
1 year | 78% | 41.1% | 36.9% |
2 years | 68% | 28.7% | 39.3% |
3 years | 48.8% | 18.4% | 30.4% |
4 years | 67% | 28.3% | 38.7% |
5 years | 48.6% | 22.4% | 26.2% |
Since Inception | 28% | 16.9% | 11.1% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.