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Master Trust India Growth Strategy
Master Trust India Growth Strategy

Master Trust India Growth Strategy

  • Master Portfolio Services Ltd
  • Mid Cap
  • 3
    Out of 14*
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Portfolio age14 years, 1 month
3.46%
4.27%
Hurdle Rate**10.00%
Fixed fee1.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Investment Committee
  • Manager Rank6 Out of 17
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM388.89
  • Highest Return In 1 Yr5.65%
Profile

Investment Committee has been successful in developing customized, unconflicted Equity investment solutions for institutions, family offices and high-net-worth individuals since the last 10 years. Senior members of the Investment Team have had successful careers as asset managers, portfolio managers, and investment research analysts. We focus on capital preservation and long-term wealth creation.

Other Schemes
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Master Trust India Growth Strategy
AUM (₹ Cr)
₹388.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 21
Fixed Fee
1.50%
Scheme Return
3.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
388.89
(As on Oct, 2025)
Inception Date
Oct 22, 2011
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 1.50% if redeemed in > 1-2 years, 0.50% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
15% profit sharing above 10% p.a. hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To invest in companies which have underutilised capacities and innovative business models which result in market share gain and margin expansion

Investment Approach

To invest in companies which have underutilised capacities and innovative business models which result in market share gain and margin expansion.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Master Trust India Growth Strategy
AUM (₹ Cr)
₹388.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
13 Out of 21
Fixed Fee
1.50%
Scheme Return
3.46%
Benchmark Return
4.27%
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.63%
Benchmark Return
4.27%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.50%
Scheme Return
8.36%
Benchmark Return
4.27%
Abans - Smart Beta Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
6.97%
Benchmark Return
4.27%
Equities eXpansion Target
AUM (₹ Cr)
₹288.00 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
6.19%
Benchmark Return
4.27%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
5.27%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Master Portfolio Services Ltd
Master Portfolio Services Ltd manages assets worth Rs 465.33 crores. Its current offering of PMS schemes includes 1 Mid Cap scheme.

AUM (₹ cr)

465.33 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Master Trust India Growth Strategy
AUM (₹ Cr)
₹388.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
13 Out of 21
Fixed Fee
1.50%
Scheme Return
3.46%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Master Trust India Growth Strategy?
The hurdle rate of Master Trust India Growth Strategy is 10.00%.
What is the fixed fee charged in Master Trust India Growth Strategy ?
The fixed fee charged in Master Trust India Growth Strategy is 1.50%.
What is the variable fee charged in Master Trust India Growth Strategy ?
There is no option for Variable fee.
What is the profit sharing in Master Trust India Growth Strategy ?
The profit sharing in Master Trust India Growth Strategy is 15% profit sharing above 10% p.a. hurdle.
What is the minimum investment in Master Trust India Growth Strategy ?
The minimum investment in Master Trust India Growth Strategy is ₹50 Lacs
What type of scheme is Master Trust India Growth Strategy?
Master Trust India Growth Strategy is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Master Trust India Growth Strategy?
The inception date of Master Trust India Growth Strategy is Oct 22, 2011.
What is the exit load of Master Trust India Growth Strategy?
Exit load is 2.00% if redeemed in 0-1 year, 1.50% if redeemed in > 1-2 years, 0.50% if redeemed in > 2-3 years, 0% thereafter.

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