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 | 1.90% | 13.40% | 33.40% | 85.30% | - | - | - | - | 63.90% |
| BSE 500 TRI | 0.90% | 4.50% | 17.40% | 40.20% | - | - | - | - | 27.00% |
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 | 41.00 |
| Mid Cap | 22.00 |
| Small Cap | 37.00 |
| 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 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
