GI Midcap Growth Champions Quant

High-Growth Strategy for Smart Investors:

• Objective: Aims to generate alpha over Index over time by investing in fast-growing companies.
• Strategy: Invests in 10–12 carefully selected midcap stocks showing strong business growth and market performance.
• Use Case: Suitable for aggressive investors who understand concepts of smart investing and want long-term wealth creation through SIPs or lump sum deployment.

Simple, Model & Rules Based Investing Approach:

• Midcap Focus: Chooses midcap companies that are easy to buy and sell and have proven business strength
• Growth-Focused Selection: Picks midcap stocks that are growing faster than peers and showing positive price trends
• Balanced Allocation: Money is deployed equal weighted, evenly across stocks to reduce dependence on any single company

Regular Review & Risk Control:

• Risk Control: Stocks are removed if business growth slows or performance weakens
• Cash Management: Portfolio is adjusted when suitable stock opportunities are limited
• Stability Focus: Portfolio aims to stay stable during uncertain market phases

Execution & Investment Details:

• Rebalancing: Portfolio is reviewed and updated every month.
• Capital Allocation: Suitable for investments starting from ₹1-25 lakh.
• Monthly SIP: Monthly SIP on 10th date of each month.

Also Consider our sniper focus Smallcases:

• GI Theme Rotation for greater diversification
• GI Alpha Focus for short term Investments

Pls read disclaimer and T&Cs at www.growthinvesting.smallcase.com