Moneylife Advisory

Moneylife MAS Prime


Key Attributes

Inception Date: 2 Dec 2019

Number of Stocks: 20

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

Aims at generating reasonable return with low portfolio volatility and low downside risk.

Investment Strategy

The corpus will be invested in listed high quality equities. Ideal for individuals and families that have already created a lot of wealth and keen to preserve it.Especially suitable for businesses, successful senior employees, or self-employed professionals such as doctors or lawyers.

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



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



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 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