Valtrust Momentum PMS

Key Portfolio Attributes

Inception Date: 20th January 2023

Number of Stocks: 30

Portfolio Manager’s Name: Vishal Khatri

Portfolio Manager’s Experience: 12.5 years

Portfolio Manager’s Qualification: MBA (Finance)

Investment Objective

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.

Portfolio Strategy

The investment strategy of Valtrust Momentum PMS is to deploy client’s funds in equity shares of listed companies in India. Some part of funds might be invested in liquid / ultrashort funds or units of money market instruments or might be retained as bank balance in bank account.

Investment Philosophy

The investment philosophy of Valtrust Momentum PMS is to select stocks based on momentum. Technical indicators are applied to the analysis of a security to identify trends and gauge the strength of the trend. Up to 32 stocks with strong technical trends are selected by taking positions in stocks going up and selling them when the trend reverses.



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 Momentum2.71%13.69%34.11%81.35%----67.07%
BSE 500 TRI0.83%5.19%17.75%34.70%----26.73%

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 49
Mid Cap 20
Small Cap 31

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#Returns as of 31 May 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

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