The investment objective of Valtrust Momentum PMS is to generate capital appreciation over medium to long term by capitalizing on the continuance of an existing market trend.

Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Valtrust Partners LLP Valtrust Momentum | 0.05% | -3.57% | -19.75% | -12.52% | 29.28% | 26.74% | |||
BSE 500 TRI | 3.18% | 2.15% | -2.77% | 5.70% | 21.03% | 17.65% |
Portfolio Holdings
Holding | % |
---|---|
Bharat Electronics Ltd | 5.86 |
Choice International Ltd | 4.25 |
Bharti Airtel Ltd | 3.93 |
Coromandel International Ltd | 3.63 |
Indian Hotels Company Ltd | 3.61 |
BSE Limited | 3.55 |
Mazagon Dock Shipbuilders Ltd | 3.53 |
Strides Pharma Science Ltd | 3.40 |
Divi's Laboratories Ltd | 3.22 |
Deepak Fertilisers And Petrochemicals Corporation Ltd. | 3.22 |
Sector Allocation
Holding | % |
---|---|
Healthcare | 21.28 |
Financial Services | 19.50 |
Capital Goods | 17.98 |
Fast Moving Consumer Goods | 7.98 |
Consumer Durables | 6.00 |
Metals & Mining | 5.72 |
Chemicals | 5.68 |
Consumer Services | 3.44 |
Construction | 3.38 |
Telecommunication | 3.31 |
Automobile and Auto Components | 2.95 |
Information Technology | 2.78 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 23 |
Mid Cap | 19 |
Small Cap | 34 |
Cash | 24 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.