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 | -0.49% | -4.55% | 8.45% | 21.07% | 25.39% | 18.50% | 29.66% | 23.55% | 26.68% |
| BSE 500 TRI | 0.06% | -4.44% | 7.87% | 26.93% | 20.01% | 16.83% | 19.56% | 13.96% | 15.36% |
Portfolio Holdings
| Holding | % |
|---|---|
| Cash & Cash Equivalent | 4.30 |
| Arvind Fashions Ltd. | 5.82 |
| Bharat Heavy Electricals Ltd. | 3.64 |
| Biocon Ltd. | 7.53 |
| Care Ratings Ltd. | 5.70 |
| Equitas Small Finance Bank Ltd. | 4.86 |
| Force Motors Ltd. | 7.82 |
| Gujarat Mineral Development Corporation Ltd. | 4.72 |
| HDFC Bank Ltd. | 6.53 |
| Indraprastha Gas Ltd. | 5.58 |
| Juniper Hotels Ltd. | 5.71 |
| Landmark Cars Ltd. | 5.32 |
| Lupin Ltd. | 3.92 |
| Pricol Ltd. | 5.81 |
| Shilpa Medicare Ltd. | 4.95 |
| Sonata Software Ltd. | 3.63 |
| Surya Roshni Ltd. | 1.79 |
| The Karnataka Bank Ltd. | 5.55 |
| Triveni Engineering & Industries Ltd. | 3.39 |
| Vimta Labs Ltd. | 3.46 |
Sector Allocation
| Holding | % |
|---|---|
| Agri | 3.39 |
| Automobile & Ancillaries | 18.95 |
| Bank | 16.95 |
| Capital Goods | 3.64 |
| Diversified | 1.79 |
| Gas Transmission | 5.58 |
| Healthcare | 19.87 |
| Hospitality | 5.71 |
| IT | 3.63 |
| Mining | 4.72 |
| Ratings | 5.70 |
| Retailing | 5.82 |
| Cash | 4.30 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 27.20 |
| Mid Cap | 54.06 |
| Small Cap | 14.47 |
| Cash | 4.30 |
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 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
