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


Download key points about this smallcase

Created by IIFL Research

Past Performance vs 

Equity Large Cap

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


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