Why should you invest in this smallcase?

The Portfolio consist of heavy weights that have stood the test of times and are best bets in long down cycles.

  • The portfolio consists largely of market leaders that have strong pricing power resulting in stable operating performance.
  • This portfolio has marginal exposure to mid-cap stocks. The portfolio beta is low at 0.75.
  • The average EPS CAGR over three and five years are 13-16% and these stocks are expected to post EPS CAGR of ~12% over FY20-22E. These stocks have stable ROE profile of ~18% and have select high dividend yield stocks. 

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by IIFL Research

Past Performance vs 

Equity Large Cap

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Value of ₹ 100 invested once on
inception of this smallcase

Jul 30, 2015

would be
IIFL Conservative Portfolio
₹ 187.72
Equity Large Cap
₹ 131.71
20162017201820192020100120140160180

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart