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

Default Position

BSE 500 total return index

Growth Fund’s Performance

31st March 2025 PORTFOLIO S&P BSE 500 TRI OUTPERFORMANCE
 1 Month 5% 7.3% -2.3%
 3 Months -4.4% -4.4% -0.1%
 6 Months -5.2% -11.8% 6.7%
 1 year 24.6% 6% 18.7%
 2 years 62% 21.9% 40.2%
 3 years 47.5% 13.7% 33.8%
 4 years 49.4% 15.8% 33.6%
 5 years 58.1% 26.3% 31.7%
 Since Inception (Dec 2017) 25% 13.7% 11.3%

Returns over 1 year period are annualized.
Returns are adjusted for inflows/outflows.
Performance is calculated after expenses and it is TWRR.