Why should you invest in this smallcase?

This portfolio is a blend of growth stocks, companies with diversified presence and some defensive bets. Weightage of Large cap stocks is higher vs. mid-cap stocks.

  • Selected stocks have excellent track record of delivering ~13% EPS CAGR over the past five years and tend to outperform Aggressive bets during volatile market conditions
  • Average ROE of the portfolio is ~13% which is expected to improve to ~16% over the next year. The average EPS CAGR is ~25% over FY19-21E.

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 30, 2015

of this smallcase would be
IIFL Moderate Portfolio
₹ 199.40
Equity Large Cap
₹ 104.52
Oct2016AprJulOct2017AprJulOct2018AprJulOct2019AprJulOct2020Apr100150200250

Launch

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