Name: Growth Diversified Equity Portfolio
Brand: smallcase
SKU: SUSHMO_0003
Price: 11115 INR

We try to find the less risky opportunities in good potential growth stocks available in the market for moderate to high risk profile clients. 
Note: Investing in stock market is subject to risk so invest only after knowing your risk profile or risk taking ability in the market. further, subscribers are advised to carefully read and understand all the documents related to our services, terms & conditions before subscribing to any of our smallcase. In case there is any doubt kindly ask and clear before you subscribe it.

Nifty_SM100

Growth Diversified Equity Portfolio

Suman Shandil

This portfolio contains stocks of companies from 3 sectors ( IT, Banking and pharma)

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

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

This smallcase has a monthly rebalance schedule. Once every month, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

Growth Diversified Equity Portfolio

Growth Diversified Equity Portfolio

Overview

Stocks & Weights