Launched in June 2004, the scheme has consistently outperformed its benchmark, the Nifty 500 – TRI, delivering impressive returns. Over a decade, the scheme provided a 17.04% return compared to the benchmark’s 15.27%. In the past five years, it yielded 21.14%, surpassing the benchmark’s 19.76%. The scheme achieved a remarkable 25.78% return over three years, whereas the benchmark returned 19.81%.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,