Why should you invest in this smallcase?

Herald Portfolio is our premier product that takes exposure to a particular business group and tries to maximize returns. The portfolio is designed for Aggressive investors with a high risk taking appetite and a 3- 5 year time horizon. The portfolio is dynamically managed and rebalanced quarterly.


The portfolio is designed to take a take a targeted exposure to particular business groups and cherry picks stocks from their stable which have the highest potential for growth while keeping valuations in mind. The selection of the group is based on the history of the group, the corporate governance standards exhibited by them over the years and the capital allocation decisions made by them in order create shareholder wealth.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by KRChoksey

Past Performance vs 

Equity Large Cap

1m3m6m1ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Jan 15, 2019

would be
Invest Plus- Herald Portfolio
₹ 237.83
Equity Large Cap
₹ 156.11
AprJulOct2020AprJulOct2021AprJulOct100150200250

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns