About the smallcase
Flexi-cap portfolio that invests in 15-20 value and growth stocks based on Shariah Principles of Investing.
· Import substitution beneficiaries.
· Supply chain re-shoring (China Plus One) beneficiaries
· Manufacturing Oriented companies, from India for the World.
· Beneficiaries from infrastructure creation and related growth
· Consumption growth beneficiaries from aspirational middle class
Monitors and updates from screening database from Islamicly (refer to their website for screening criteria's)
· Philosophy is to invest in growing Shariah compliant businesses, having strong management, strong fundamentals and comfortable valuations
· Exposure to a larger universe of shariah-compliant companies with benefits of diversification and higher returns.
· If a stock is reported non-compliant, we ensure that the portfolio gets updated in the upcoming rebalance.
· Dividend purification notification is sent to all investors on a periodic basis
· Keep an investment horizon of 2-3 years for capital appreciation.
· Rebalance schedule is quarterly
· Recommended investment amount is Rs. 2-5 lakhs
Live Performance vs
Mar 2, 2023
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.