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 | 3.40% | 13.07% | 24.62% | 77.31% | - | - | - | - | 68.26% |
| BSE 500 TRI | 4.44% | 12.74% | 19.57% | 38.94% | - | - | - | - | 32.86% |
Portfolio Holdings
| Holding | % |
|---|---|
| Hindustan Aeronautics Ltd | 5.09 |
| Apar Industries Ltd | 5.05 |
| Varun Beverages Ltd | 5.03 |
| Anand Rathi Wealth Ltd | 4.68 |
| Jindal Stainless Ltd | 4.31 |
| KEI Industries Limited | 3.91 |
| TVS Motor Company Limited | 3.67 |
| Bharat Electronics Ltd | 3.65 |
| Elecon Engineering Company Ltd | 3.52 |
| Action Construction Equipment Ltd | 3.46 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 43.00 |
| Consumer Disc Goods / Services | 12.80 |
| Finance | 14.10 |
| Others | 5.20 |
| Construction | 5.00 |
| Food Processing | 2.80 |
| Steel | 4.10 |
| Financial | 4.80 |
| Healthcare | 3.10 |
| Information Technology | 3.10 |
| Basic Materials | 2.00 |
| Cash and Equivalent | 0.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 50 |
| Mid Cap | 18 |
| Small Cap | 32 |
| 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 31 July 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
