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 | 6.43% | 14.55% | -14.75% | -9.35% | 28.20% | - | - | - | 29.02% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.90% | - | - | - | 18.70% |
Portfolio Holdings
| Holding | % |
|---|---|
| Bharat Electronics Ltd | 5.86 |
| Choice International Ltd | 4.25 |
| Bharti Airtel Ltd | 3.93 |
| Coromandel International Ltd | 3.63 |
| Indian Hotels Company Ltd | 3.61 |
| BSE Limited | 3.55 |
| Mazagon Dock Shipbuilders Ltd | 3.53 |
| Strides Pharma Science Ltd | 3.40 |
| Divi's Laboratories Ltd | 3.22 |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | 3.22 |
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 | 28 |
| Mid Cap | 22 |
| Small Cap | 50 |
| 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 May 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
