✔ Default Position
stairs Growth Fund
The fund strategy endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies.
RIdeal long-term investment (3-5 years Horizon) option for investors where we build a portfolio of companies that are Industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.
✔ Large Cap – 0 – 25%
✔Mid & Small Cap – 75 -100%
✔ 20-25
✔BSE 500 total return index
Growth Fund’s Performance
| 30th April, 2024 | Portfolio | BSE 500 total return index | Outperformance |
|---|---|---|---|
| 1 Month | 17.7% | 3.4% | 14.3% |
| 3 Month | 20.6% | 6.1% | 14.5% |
| 6 Month | 57.2% | 25.0% | 32.2% |
| 1 Year | 128.1% | 38.6% | 89.4% |
| 2 Year | 68.5% | 20.2% | 48.3% |
| 3 Year | 60.7% | 20.5% | 40.3% |
| 4 Year | 69.7% | 28.6% | 41.1% |
| 5 Year | 42.9% | 18.2% | 24.6% |
| Since Inception | 27.9% | 15.3% | 12.5% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
