Portfolio for investors with medium risk appetite and medium term investment (3-5yrs) horizon.
Investment Rationale
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.
smallcase is played out