Growth Fund

Growth Fund endeavors to generate superior risk-adjusted returns, in varying market conditions, by investing in Mid & Small Cap. This is an ideal long-term investment option for investors where they build a portfolio of companies that are industry leaders, have the potential to generate healthy ROE, and are trading at high margin of safety.

Key Highlights

Focused Portfolio

Identifying high-conviction investment opportunities and constructing portfolio comprising 20–25 carefully selected stocks.

Risk Conscious Approach

Risk-conscious approach focusing on the global and domestic macro scenario, valuation, earnings, and balance sheet risk.

Experienced Team

80 years of cumulative market expertise enables us to navigate market complexities with confidence & deliver well-researched, balanced decisions.

Strategy Overview

The investment philosophy emphasizes “Time in the Market” over “Timing the Market,” focusing on long-term wealth creation through patience and discipline. At Growth Fund PMS, this philosophy is driven by deep research and a flexible investment approach—two core pillars that guide every decision to deliver consistent, sustainable performance.

Strong franchises with ethical managements, Large market opportunities, strong competitive characteristics and high ROE Industry leaders
Portfolio deliver healthy returns on equity (ROE) while being available at attractive valuations with a significant margin of safety.
The Fund Management Team has invested a significant part of its corpus in its own funds.

Performance Snapshot

Updated Monthly

Period	Growth Fund	Benchmark (BSE 500)
1 Month	2.19%	4.27%
3 Months	-0.07%	3.72%
6 Months	3.37%	8.33%
1 Year	0.46%	5.32%
2 Year	32.39%	19.63%
3 Year	40.65%	16.20%
5 Year	50.07%	21.06%
Since Inception	23.73%	14.19%

Past performance is not indicative of future returns.

TOP 5 Sector Weightage (%)

Updated Quarterly

Market Cap Allocation

Updated Quarterly

Large Cap	Undisclosed

Mid Cap	Undisclosed

Small Cap	Undisclosed

Cash & Cash Equivalent	Undisclosed

Key Facts

Inception Date: 8 December 2017

Fund Manager: Mr Abhishek Bhardwaj

Strategy Type: Small & Mid Cap

Minimum Investment: Rs.1 Crore

Type: Open Ended Equity Scheme

INVEST NOW

Fund Manager

Mr Abhishek Bhardwaj

Mr. Abhishek Bhardwaj, a Chartered Accountant brings over 20 years of experience in the equity markets, having worked with prominent institutions such as Care Ratings, Reliance Mutual Fund, Monsoon Capital, and Heritage Capital.

In one of his role, he served as Head of Equity at Star Union Dai-ichi Life Insurance, where he managed an equity AUM of approximately USD 300 million.

Taxation

Long-Term Capital Gains (LTCG) Sold after 12 months: 12.5% (plus surcharge & cess) on gains above ₹1.25 lakh in a year.

Short-Term Capital Gains (STCG) Sold within 12 months: 20% (plus surcharge & cess)

Dividend: Tax Slab Rate

Risk & Compliance

This product invests predominantly in equities and is subject to market risks.

Past performance is not indicative of future returns.