Why should you invest in this smallcase?

The Portfolio consist of heavy weights that have stood the test of times and are best bets in long down cycles.

  • The portfolio consists largely of market leaders that have strong pricing power resulting in stable operating performance.
  • This portfolio has marginal exposure to mid-cap stocks. The portfolio beta is low at 0.7
  • The average EPS CAGR over three and five years are 13-16% and these stocks are expected to post EPS CAGR of ~20% over FY19-21E. These stocks have stable ROE profile of ~26% and have select high dividend yield stocks. 

Know how this smallcase was created

Factsheet 

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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 Conservative Portfolio
₹ 153.61
Equity Large Cap
₹ 104.52
Oct2016AprJulOct2017AprJulOct2018AprJulOct2019AprJulOct2020Apr100120140160180

Launch

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