Suitable for investor with medium risk tolerance

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The iifl team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul className="mt8"><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The team does in-depth research to decide the criteria to be used for constituent screening

The final screened stocks are then weighted according to the selected asset allocation algorithm

IIFL Moderate Portfolio

Portfolio for investors with medium risk appetite and medium term investment (3-5yrs) horizon.

IIFL Moderate Portfolio

Overview

Stocks & Weights

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