Why should you invest in this smallcase?

  • The Cyclical Bets Portfolio is a diversified smallcase of different sectors which are in early stage of turnaround and expected to do well in medium and long-term.


  • We are likely to follow a basket approach of investing in a particular sector. These are stocks that are likely to outperform as 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, sustainable balance sheet and which have survived past downcycles.


  • The portfolio was launched in Mar 2021 and has had a very good start and given a significant outperformance vis-a-vis the benchmark indices.



  • We suggest a minimum investment of 5 lakhs in the portfolio (lumpsum or over a period) for it to make economic sense.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Aurum

Past Performance vs 

1mlivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Feb 15, 2021

would be
Cyclical Bets Portfolio
₹ 167.37
Equity Smallcap
₹ 135.25
MarAprMayJunJulAugSepOctNov100120140160180

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns