MAS Growth
Investment Strategy
Investment Approach
This investment strategy focuses on constructing a balanced portfolio of meticulously selected, fundamentally sound equities trading at attractive valuations, augmented by favourable industry tailwinds. Each investment is underpinned by a predefined exit plan. The approach incorporates tactical cash allocation, transitioning to a higher cash weighting during periods of market uncertainty. Furthermore, the equity portfolio is shielded against significant downturns, while the cash reserves are protected against rapid market upswings. This investment model is particularly well-suited for business owners, accomplished senior professionals, and independent practitioners such as medical specialists or legal experts.
Investment Objective
The investment objective is to achieve enhanced returns while maintaining a low level of portfolio volatility and minimizing downside risk.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.10% | -0.28% | 0.18% |
| 3 MONTHS | -0.28% | 6.33% | -6.61% |
| 6 MONTHS | -4.44% | 2.92% | -7.36% |
| 1 YEAR | -13.03% | 11.88% | -24.91% |
| 2 YEAR | 9.39% | 10.97% | -1.58% |
| 3 YEAR | 19.90% | 14.32% | 5.58% |
| 5 YEAR | 16.88% | 14.68% | 2.20% |
| SINCE INCEPTION | 22.74% | 14.82% | 7.92% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | -13.03% |
| CY 2024 | 37.61% |
| CY 2023 | 44.04% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 8.35% |
| FY 23_YTD | 2.88% |
| FY 25 | 12.52% |
| FY 24 | 50.23% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
Fee Structure
Variable Fee
AMC: 1%
Hurdle: 10%
Profit Sharing: 20%
Exit Load
Interested in ?
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)