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 | 5.13% | 12.27% | -9.59% | -11.11% | 27.73% | - | - | - | 30.44% |
| BSE 500 TRI | 3.26% | 10.84% | 3.57% | 4.27% | 20.37% | - | - | - | 19.59% |
Portfolio Holdings
| Holding | % |
|---|
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 | 30 |
| Mid Cap | 20 |
| Small Cap | 50 |
| Cash |
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 30 June 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
