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
Portfolio-3.7%5.8%0.2%2.8%45.6%---29.4%
Nifty 50-3.0%-1.3%-2.4%6.4%31.6%---13.5%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 8.6
Mid Cap 29.3
Small Cap 53.7
Cash 8.3


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 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.




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Do Not Simply Invest, Make Informed Decisions