To achieve long term growth by investing in companies and sectors that can reap the maximum benefits arising out of the India growth story driven by demographic dividend and increasing per capita income.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Dalal and Broacha Portfolio Managers Long-Term Growth | -4.31% | 0.68% | 14.75% | 47.12% | 30.96% | 18.26% | 19.85% | 14.33% | 14.61% |
| Nifty 50 TRI | -6.12% | -2.67% | 8.10% | 28.39% | 17.20% | 12.38% | 16.62% | 12.62% | 10.86% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Consumer discretionary | 30.00 |
| Financials | 25.00 |
| Manufacturing | 20.00 |
| Pharma | 12.00 |
| Technology | 4.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 40 |
| Mid Cap | 40 |
| Small Cap | 15 |
| Cash | 5 |
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Disclaimer
#Returns as of 31 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
