Why should you invest in this smallcase?

This portfolio is a blend of growth stocks, companies with diversified presence and some defensive bets. Weightage of Large cap stocks is higher vs. mid-cap stocks.

  • Selected stocks have excellent track record of delivering growth and tend to outperform Aggressive bets during volatile market conditions
  • Average ROE of the portfolio is expected to be at ~16% over the next year. The average EPS CAGR is ~15% over FY20-22E.
  • The beta of this portfolio is 0.9.

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 Moderate Portfolio
₹ 261.82
Equity Large Cap
₹ 131.71
20162017201820192020100150200250

Launch

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