✔ 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
| 31st July, 2024 | PORTFOLIO | S&P BSE 500 TRI | OUTPERFORMANCE |
|---|---|---|---|
| 1 Month | 6.5% | 4.4% | 2.1% |
| 3 Months | 16.9% | 12.7% | 4.1% |
| 6 Months | 40.9% | 19.6% | 21.4% |
| 1 Year | 116.5% | 38.9% | 77.5% |
| 2 Years | 77.4% | 27.7% | 49.7% |
| 3 Years | 52.1% | 21.1% | 31.1% |
| 4 Years | 71.7% | 28.5% | 43.3% |
| 5 Years | 49.9% | 22.5% | 27.4% |
| Since Inception | 29.7% | 16.8% | 12.9% |
Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.
