At Trustline, we think long-term with our main goal being wealth-creation for our trusted clients. Our “Intrinsic Series" is a long term wealth
generation PMS, which typically work as compounding machine with focus on Capital Preservation and provide Market-beating returns, typically
in a span of over 3+ years in the Indian equity markets.
Our “Intrinsic Series” is designed to do all the hard work for you, year in and year out; as we help you invest long term in companies that have
sustainable competitive advantage and the ability to generate wealth.
Investing based on
Intrinsic Value
Investing based on Intrinsic value is all about rejecting "flavour-of-the-season" companies that are trending hot, and consciously choosing
opportunities or companies that have superior economics of business and are available at attractive Margin of Safety.
Our Intrinsic Series is all about identifying such hidden gems from under-researched and under-discovered space!
Value of INR 100 invested with us
Our Intrinsic Series is unique and is superior to other products in the market because:
- It is based on Deep Value Investment Model
- It focuses on Capital Preservation with Market-beating Returns
- It is a focussed portfolio with bottom-up approach
- It invests in businesses with strong & rising cash flows
- It has successful record of achieving Compounded Annualized Returns of 20.71% over the period of last 14+ years (as on 31st Mar 2021)
- It has obtained 14X+ returns over the same period of time.
- It has relative outperformance of
- It is SEBI registered (Regn. No. INP000002254)
12.94% over BSE smallcap Index over the same period
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We have products that provide risk adjusted returns depending
on your needs and risk appetite!
Hidden Small and Mid Cap Gems That Deliver Market Beating Returns
Our Intrinsic Deep Value Fund is a long-term focused wealth-creation product with longer-time horizon, typically over 3+ years in the Indian equity markets.
This fund focuses on identifying deeply under-valued opportunities from the universe of mid and small cap spectrum. The scheme is being based on a low portfolio
turnover and a high “Margin of Safety” investment approach for long-term and sustainable wealth-creation.
Priority is given to capital preservation (not capital guarantee) and it is a discretionary PMS product.
DATA v/s BSE SMALL CAP INDEX & TOP SMALL CAP MUTUAL FUNDS (in%) - XIRR Method
RELATIVE PERFORMANCE* (in%) - TWRR# Method |
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| 1 year Returns | Absolute | 109.27 |
| 3 year Returns | Annualized | 1.72 |
| 5 year Returns | Annualized | 10.80 |
* Returns are post all expenses
# Time Weighted Rate of Return
Slow and Steady - Preserves the Capital and Beats the Fixed Income!
An arbitrage fund, Intrinsic Floater fund aims to provide stable moderate returns by investing in equity and debt securities of companies that are impacted by special corporate events.
The main objective is Capital preservation across market cycles and the fund aims to generate superior returns (about 400 to 500+ basis points over FMP / FD returns) than fixed income instruments (Fixed deposits, Bonds, etc.), by identifying and quickly executing the low risk unique event based arbitrage opportunities.
INTRINSIC FLOATER V/S DEBT FUNDS V/S EQUITY FUNDS
# Returns over one year are Annualized
# Time Weighted Rate of Return
STOCK PICKS THAT DELIVERED
4X - 8X+ RETURNS
