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 | 13.31% | 27.97% | 3.97% | 12.75% | 22.85% | 22.47% | 35.93% | 21.37% | 25.95% |
| BSE 500 TRI | 3.54% | 14.65% | 0.62% | 8.54% | 20.88% | 18.14% | 25.11% | 13.93% | 14.81% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Agri | 3.30 |
| Automobile & Ancillaries | 18.50 |
| Bank | 17.24 |
| Capital Goods | 3.55 |
| Diversified | 1.75 |
| Gas Transmission | 5.45 |
| Healthcare | 14.68 |
| Hospitality | 5.57 |
| IT | 3.54 |
| Mining | 4.61 |
| Ratings | 5.56 |
| Retailing | 5.69 |
| Cash | 10.60 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 16.47 |
| Mid Cap | 73.26 |
| Small Cap | 8.88 |
| Cash | 1.40 |
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 June 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
