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, 2025 PORTFOLIO S&P BSE 500 TRI OUTPERFORMANCE
1 Month 0.8% 3.7% -2.9%
3 Months 8.7% 10.8% -2.1%
6 Months 4.3% 5.9% -1.6%
1 year 3.4% 5.1% -1.7%
2 years 37.3% 20.9% 16.8%
3 years 37.7% 21.7% 16%
4 years 27.8% 16.1% 11.7%
5 years 38.2% 24% 14.2%
Since Inception (December,2017) 34.4% 18.5% 15.9%

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