Menthum Grow Fund EGX30 Capped

Managed by Beltone Asset Management

Compare
Latest NAV
1.6155EGP

as of

YTD return
23.28%

Total NAV return

52-week low: 1.1033 · 52-week high: 1.6752

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1M
0.66%
3M
1.57%
YTD
23.28%

Investment strategy

The Fund's investments consist of investing in stocks listed on the EGX30 Index at a rate of no less than 90%, while retaining no less than 10% in the form of cash or its equivalent, such as cash investment fund documents, debt instrument funds, and fixed income funds.

Risk & Volatility

Max drawdown (all-time, peak-to-trough)
-13.69%
Volatility (annualized, full history)
19.53%
Downside deviation (annualized)
11.78%

Computed from our full NAV history. Max drawdown is the worst peak-to-trough decline; volatility is annualized by the fund's NAV reporting frequency.

بلتون لإدارة صناديق الاستثمار

Established
2002
Chairman
داليا خورشيد
Assets under management
8,228,097,729 EGP
Funds managed
17

Fund scorecard

Five dimensions, each scored 0–100 from our own NAV history. Higher is better on every axis — and we show the real number behind each score.

Low confidence
73/100
Starta Score
Strong
Performance95/100
Score from recent growth, adjusted for drawdown riskWeighted annual return: +58.80%
Risk70/100
Lower volatility & shallower drawdowns score higherVolatility: 19.53%
Stability59/100
Steadier, more consistent returns score higherPositive periods: 54.46%
Cost—/100
Lower ongoing fees score higherOngoing fee: Not enough history yet
DiversificationEstimate50/100
Estimated from the fund’s mandate & asset class
How we score

Five dimensions, each scored 0–100 from our own NAV history. Higher is better on every axis — and we show the real number behind each score. Higher is better.

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Frequently asked questions

What is the latest NAV of Menthum Grow Fund EGX30 Capped?
The latest NAV of Menthum Grow Fund EGX30 Capped is 1.6155 EGP as of 17 July 2026.
Who manages Menthum Grow Fund EGX30 Capped?
Menthum Grow Fund EGX30 Capped is managed by Beltone Asset Management.