Closed smallcase
The manager has closed this smallcase for fresh subscribersExisting subscribers can still access the smallcase details & choose to continue investing in it
Reason for closing:
We are not taking new subscriptions. Only existing clietns can renew before the expiry of their subscription.
Minimum Investment Amount
₹ 1,06,316
About the smallcase
- The Cyclical Bets Smallcase is a Research Analysis service comprising a diversified list of 15-20 stocks of different sectors that are in the early stage of turnaround and expected to do well in the medium and long-term.
- This is one of the best performing smallcase and the stocks have given a significant outperformance.
- We are likely to follow a basket approach of investing in a particular sector. These stocks are likely to outperform as the cycle improves and offer the potential of significant re-rating. We have extensive experience in cyclicals and the founders are considered an authority in cyclical and contra-cyclical investing due to their vast experience in this style of investing.
- We look at companies with good corporate governance practices, a sustainable balance sheet, and past downcycle survivors.
- Our founders have done extensive dissemination of knowledge in cyclical investing.
- Recommended amount > 5 lakhs (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.
- This is NOT a model portfolio. Allocation in each of the stocks is to be done by the subscriber as per his/her risk profile in consultation with their Investment Advisor. We have no recommendations on Allocation.
Live Performance vs
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.
Understand smallcase costs and returns
Understand smallcase costs and returns
Closed smallcase
The manager has closed this smallcase for fresh subscribersExisting subscribers can still access the smallcase details & choose to continue investing in it
Reason for closing:
We are not taking new subscriptions. Only existing clietns can renew before the expiry of their subscription.
Minimum Investment Amount
₹ 1,06,316