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.
Past Performance vs
Equity Large Cap
Jul 27, 2015
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart