Why should you invest in this smallcase?

This portfolio consists of growth champions that have better growth profile vs. their peers and/or have tailwinds like strategic advantage, strong order books & project pipeline, low penetration levels, product launches, etc. that will drive earnings growth.

  • These picks are based on thorough analysis that provide opportunities even in downturns. Approximately, equal weights have been given to each sector.
  • Majority of these stocks have ~25% EPS growth over the last five years. Average ROE is 17% which is expected to improve to 19% over FY19-20E. These stocks (ex-banks) have average net-debt/equity of ~0.3x.
  • Portfolio has higher share of mid + small cap stocks vs. large cap. The beta of the portfolio is 0.9.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by IIFL Research

Past Performance vs 

Equity Large Cap

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Current value of ₹ 100 invested once 
on inception

Jul 27, 2015

of this smallcase would be
IIFL Aggressive Portfolio
₹ 166.53
Equity Large Cap
₹ 97.28
Oct2016AprJulOct2017AprJulOct2018AprJulOct2019AprJulOct2020Apr100150200250

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart