Moneylife Advisory

Moneylife MAS Growth


Key Portfolio Attributes

Inception Date: 18 Dec 2019

Number of Stocks: 27

Fund Manager Name: Debashis Basu

Fund Manager Experience:

Observing, analysing and writing reports on the Indian economy, finance and corporate sector since 1984

Fund Manager Qualification:

Chartered Accountant

Investment Objective

Long-term high capital growth with tactical allocation to sectors and stocks are exhibit strong cash flow and price trends.

Investment Strategy

The corpus will be invested in listed quality equities, with secondary allocation to liquid funds and derivatives. Suitable for all those who have at least 7 years of investing ahead, until retirement, and want to grow their wealth. Ideal for young individuals and families.

Recommended investment horizon: 5 Years +.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

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 Aug 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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