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 | 8.58% | 13.77% | 12.78% | 38.96% | 37.07% | 22.86% | 29.07% | 27.03% | 27.68% |
| BSE 500 TRI | 7.05% | 11.66% | 16.68% | 38.16% | 30.89% | 19.93% | 19.95% | 15.24% | 15.84% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 14.79 |
| Bank | 12.14 |
| Capital Goods | 8.76 |
| Construction Materials | 7.77 |
| Retailing | 7.67 |
| Gas Transmission | 6.39 |
| Logistics | 6.33 |
| FMCG | 6.00 |
| Agri | 5.93 |
| Automobile & Ancillaries | 5.56 |
| Cash | 4.80 |
| Iron & Steel | 4.78 |
| Infrastruce | 4.38 |
| Diversified | 3.11 |
| IT | 1.35 |
| Finance | 0.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 50.92 |
| Mid Cap | 38.91 |
| Small Cap | 4.27 |
| Cash | 5.90 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
