clock December 24,2023
NDB Wealth Growth Fund Delivers Over 170% Returns Since 2023, Cementing Its Position as a Premier Equity Investment Choice

NDB Wealth Growth Fund Delivers Over 170% Returns Since 2023, Cementing Its Position as a Premier Equity Investment Choice

The NDB Wealth Growth Fund has once again showcased its ability to deliver consistent and market-leading performance, posting an impressive Year-to-Date (YTD) return of 37.11% as of 30th September 2025. This follows exceptional returns of 44.96% in 2024 and 37.47% in 2023, marking three consecutive years of outstanding growth.

Since the beginning of 2023, the Fund has generated a cumulative return of over 170%, significantly outpacing the ASPI return of 156.53%. This remarkable track record is a testament to the Fund management team’s disciplined approach in identifying high-conviction growth opportunities and maintaining agile capital allocation strategies.

Commenting on the Fund’s performance, NDB Wealth stated that the results reaffirm the Growth Fund’s position at the forefront of market innovation, delivering substantial value to its investors. With macroeconomic headwinds easing and secular growth trends gaining momentum, the Fund remains committed to capturing long-term value creation opportunities.

As Sri Lanka’s domestic economy continues its recovery and interest rates decline to single-digit levels, investors are increasingly exploring equity-based solutions to achieve stronger, tax-efficient returns. The NDB Wealth Growth Fund provides such an opportunity through a professionally managed, diversified equity portfolio, designed to deliver sustainable capital growth over the medium to long term.

With a minimum investment of just Rs. 5,000, the Fund offers an accessible gateway for investors to participate in the growth of established companies with strong fundamentals and proven track records.

For investors seeking to capitalize on the country’s evolving growth story, the NDB Wealth Growth Fund stands out as a reliable partner, delivering consistent returns while staying aligned with long-term wealth creation objectives.

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