To generate superior risk adjusted returns with our Growth At Reasonable Price style of investing.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Master Trust India Growth Strategy | -7.88% | -8.59% | -10.80% | -0.57% | 23.46% | 13.61% | 26.02% | 21.27% | 25.49% |
| BSE 500 TRI | -3.43% | -4.82% | -8.23% | 9.70% | 20.97% | 14.16% | 18.24% | 12.99% | 14.72% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Agri | 3.30 |
| Automobile & Ancillaries | 18.50 |
| Bank | 17.24 |
| Capital Goods | 3.55 |
| Diversified | 1.75 |
| Gas Transmission | 5.45 |
| Healthcare | 14.68 |
| Hospitality | 5.57 |
| IT | 3.54 |
| Mining | 4.61 |
| Ratings | 5.56 |
| Retailing | 5.69 |
| Cash | 10.60 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 22.72 |
| Mid Cap | 53.46 |
| Small Cap | 13.25 |
| Cash | 10.60 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Jan 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
