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Master Trust India Growth Strategy

Master Trust India Growth Strategy is a Equity Portfolio Management Service launched by Master Portfolio Services Limited on October 2011. Managed by Mr Jagmohan Singh, the fund holds ₹382 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 0.73% (1Y), 15% CAGR (3Y), 24.26% since inception. Performance data as of July 2026.

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Master Trust India Growth Strategy

Master Portfolio Services Limited

381.88 CR AUM

Master Trust India Growth Strategy

Master Trust India Growth Strategy

Master Portfolio Services Limited

381.88 CR AUM

BSE 500 TRI
Benchmark
14yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
14yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

jagmohan singh

Fund Manager
EQUITYStrategies

Leading Cash Flow Expert & Your Financial Freedom Mentor. For 25+ years, I have been helping business owners to fix their financial woes, iron out money challenges, build a solid cash inflow-outflow mechanism. I have been so incredibly blessed to have had some of the best mentors come into my life and share their wisdom with me, so I have vowed to continue the tradition of passing on the wisdom that has been entrusted to me. A Global Indian of the Year awardee, I have worked with more than 17000+ business owners in India & abroad and helped them reach their financial freedom goals at a speed they never thought possible.

Leading Cash Flow Expert & Your Financial Freedom Mentor. For 25+ years, I have been helping business owners to fix their financial woes, iron out money challenges, build a solid cash inflow-outflow mechanism. I have been so incredibly blessed to have had some of the best mentors come into my life and share their wisdom with me, so I have vowed to continue the tradition of passing on the wisdom that has been entrusted to me. A Global Indian of the Year awardee, I have worked with more than 17000+ business owners in India & abroad and helped them reach their financial freedom goals at a speed they never thought possible.

What is this fund's investment objective?

To construct an optimally focused portfolio of bonds and equities of Mid Market securities, Large Cap turnaround companies, corporate bonds or government securities to beat the benchmark by 5% per annum of the investment horizon delivering superior risk adjusted returns. The portfolio may contain upto 25 securities with the investment universe defined by Portfolio Manager. However, the number of securities can differ based on circumstances. The securities shall be selected based on a bottom up research process where in the fundamental of the securities will be studied and based on expected risk and return from such investment, the said security shall be included or excluded from the portfolio.

How has Master Trust India Growth Strategy performed?

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1M IA return
4.24%
1M benchmark return
1.73%
Alpha
2.51%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.24%
1M benchmark return
1.73%
Alpha
2.51%
1M Wealth multiple
1.04x

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