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

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.