About the smallcase
This portfolio is perfect for long-term investors seeking reliable returns with lower volatility compared to mid-cap or small-cap stocks. Large-cap stocks represent established, financially stable companies with a proven track record of consistent growth.
- A diversified set of top 100 large-cap stocks ensures stability, while the strategy selects the top 20 based on growth, stability, and trends, optimizing returns and managing risks.
- Focused on blue-chip companies that are leaders in their respective sectors, offering lower risk with steady income potential.
This portfolio consistently outperforms broader market indices by capitalizing on the stability and growth of leading companies.
- Active monthly rebalancing ensures optimal stock selection while maintaining low turnover and minimizing transaction costs.
- Designed to perform consistently across various economic conditions, ensuring resilience in different market cycles.
Data-driven decisions, backed by thorough market analysis, allow for superior stock selection, removing human bias from the process.
- Ideal for investors with a low to medium risk tolerance looking for steady returns and capital preservation over the long term.
- Recommended investment range is ₹3 to ₹20 lakhs and duration is 3-5 years, suitable for both conservative and balanced investors.
- This portfolio offers a disciplined approach to investing in large-cap stocks, focusing on capital appreciation and long-term growth while managing risks effectively.
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