Name: Conservative Model Portfolio
Brand: smallcase
SKU: AXMO_0003
Price: 47055 INR

Axis Securities Limited is a wholly owned subsidiary of Axis Bank. It is one of the Top 10 broking companies in India

Nifty 100 Index

Conservative Model Portfolio

Axis Reseach

Portfolio suited for passive long term investing in stable businesses offering reasonably high risk-reward ratio

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

The AxisDirect research team does individual stock picking after going through research of the companies; attending con-calls and investor meets, having management interactions and plant visits, and decides on a host of qualitative and quantitative parameters to be considered while screening stocks.

Companies which have strong fundamentals, sounds businesses, able management quality, and proven track record with economic moat are considered. AxisDirect research team also take into account metrics like return ratios, debt/equity and valuation ratios like P/E, EV/EBITDA, P/BV, in stock screening.

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Revenues and earnings visibility</li></ul>

AxisDirect research team will rebalance the smallcase, as and when required. Team is tracking the stocks on an ongoing basis and will take a rebalancing decision depending on any change in fundamental or business environment.

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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

Conservative Model Portfolio

Conservative Model Portfolio

smallcase is played out

Overview

Stocks & Weights

smallcase is played out