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.
Past Performance vs
Equity Large Cap
Jul 30, 2015
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart