The investment objective of Valtrust Momentum PMS is to generate capital appreciation over medium to long term by capitalizing on the continuance of an existing market trend.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Valtrust Partners LLP Valtrust Momentum | 0.18% | -4.06% | 6.34% | 42.61% | 50.46% | ||||
| BSE 500 TRI | 0.06% | -4.44% | 7.87% | 27.01% | 23.86% |
Portfolio Holdings
| Holding | % |
|---|---|
| Apar Industries Ltd | 6.04 |
| Varun Beverages Ltd | 4.66 |
| Bharat Electronics Ltd | 4.61 |
| Anand Rathi Wealth Ltd | 4.39 |
| KEI Industries Limited | 4.01 |
| Jindal Saw Limited | 3.94 |
| CG Power and Industrial Solutions Ltd | 3.62 |
| Kirloskar Oil Engines Ltd | 3.60 |
| Elecon Engineering Company Ltd | 3.60 |
| Newgen Software Technologies Ltd | 3.51 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 38.30 |
| Healthcare | 16.60 |
| Financial Services | 13.80 |
| Automobile and Auto Components | 6.30 |
| Consumer Services | 6.20 |
| Fast Moving Consumer Goods | 4.70 |
| Information Technology | 3.50 |
| Construction | 3.00 |
| Telecommunication | 2.80 |
| Chemicals | 2.60 |
| Consumer Durables | 2.20 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 46 |
| Mid Cap | 15 |
| Small Cap | 39 |
| Cash |
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Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
