Dalal & Broacha Long Term Growth

Key Portfolio Attributes

Inception Date: 24 August 2007

Number of Stocks: 25

Fund Manager Name: Mr. Milind karmarkar & Mr. Nawaz Sarfaraz

Fund Manager Experience:

Mr. Milind is a Chartered Accountant and associated with the capital markets for the past 25 years. He has been the Head of Research of Dalal & Broacha's institutional research desk and has been managing money as a Fund Manager for Dalal & Broacha’s PMS for the last 12 years.

Mr. Nawaz is an engineer and MBA by qualification. He joined Dalal & Broacha from the Mutual Fund Industry. He was the Head of Research at IDBI Mutual Fund before joining us as an AFM (Asst. Fund Manager) in February 2019. He has an experience of 12 years in equities.

Fund Manager Qualification: Mr. Milind karmarkar has 25 years experience. & Mr. Nawaz Sarfaraz has 12 years experience

Investment Objective

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.

Portfolio Strategy

Invest in good businesses with decent management at reasonable prices

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 Growth0.19%8.57%19.73%45.77%25.98%18.35%18.92%14.90%14.04%
Nifty 50 TRI-0.33%2.49%11.91%21.56%16.54%13.07%13.57%12.04%10.67%

Portfolio Holdings

Holding %

Sector Allocation

Holding %
Consumer discretionary 30.00
Financials 25.00
Manufacturing 20.00
Pharma 12.00
Technology 4.00

Market Cap Allocation

Allocations %
Large Cap 40
Mid Cap 40
Small Cap 15

Do Not Simply Invest, Make Informed Decisions


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#Returns as of 31 May 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Do Not Simply Invest, Make Informed Decisions

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