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 | -8.77% | -8.47% | -7.85% | 18.32% | 30.58% | 14.74% | 16.98% | 12% | 13.80% |
| Nifty 50 TRI | -0.58% | -2.88% | -5.78% | 8.21% | 15.36% | 10.67% | 14.46% | 10.31% | 10.51% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 40 |
| Mid Cap | 40 |
| Small Cap | 15 |
| Cash | 5 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Jan 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
