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 | -15.43% | -16.78% | -19.77% | -0.01% | 33.75% | - | - | - | 32.70% |
| BSE 500 TRI | -3.43% | -4.82% | -8.23% | 9.73% | 20.98% | - | - | 18.70% |
Portfolio Holdings
| Holding | % |
|---|---|
| Apar Industries Ltd | 5.52 |
| Bharat Electronics Ltd | 5.05 |
| Varun Beverages Ltd | 5.04 |
| Anand Rathi Wealth Ltd | 4.60 |
| KEI Industries Limited | 4.45 |
| Sun Pharmaceutical Industries Ltd | 3.44 |
| Indian Hotels Company Ltd | 3.44 |
| Choice International Ltd | 3.42 |
| Strides Pharma Science Ltd | 3.38 |
| Larsen and Toubro Ltd | 3.38 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 21.28 |
| Financial Services | 19.50 |
| Capital Goods | 17.98 |
| Fast Moving Consumer Goods | 7.98 |
| Consumer Durables | 6.00 |
| Metals & Mining | 5.72 |
| Chemicals | 5.68 |
| Consumer Services | 3.44 |
| Construction | 3.38 |
| Telecommunication | 3.31 |
| Automobile and Auto Components | 2.95 |
| Information Technology | 2.78 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38 |
| Mid Cap | 33 |
| Small Cap | 29 |
| Cash |
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.
