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 Portfolio Services Ltd. Vallum India Discovery | 7.1% | 9.7% | 7.2% | 8.8% | 17.9% | 42.3% | 14.6% | 29.8% | 26.3% |
BSE Midcap | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.5% | 11.4% | 14.1% | 13.6% |
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Automobile & Ancillaries | 15.97 |
Finance | 12.65 |
Healthcare | 8.30 |
Construction Materials | 7.61 |
Bank | 7.46 |
FMCG | 6.73 |
Logistics | 6.72 |
IT | 5.61 |
Media & Entertainment | 5.56 |
Consumer Durables | 5.22 |
Agri | 5.10 |
Inds. Gases & Fuels | 4.94 |
Diversified | 2.48 |
Power | 1.58 |
Chemicals | 0.37 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 35.7 |
Mid Cap | 50.5 |
Small Cap | 11.3 |
Cash | 2.5 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.