Basket of stocks to fit your investment goals. Stocks & Asset allocation, based on deep research
Investment Rationale
This basket of stocks is designed to achieve optimum returns with corresponding risk, and it allows investors to use simple and effective investment methods that require minimal management effort.
This small case offers long-term growth with a choice of equity stocks.
Based on our extensive fundamental research, this model portfolio represents a diversified asset allocation strategy to balance risk and return with the best stocks.
Why Invest in the “Strategic Diversified Mix” Smallcase?
Simplicity and Effectiveness:
Unlike complex investment strategies that demand constant attention, this smallcase is designed to be simple and effective. Investors can enjoy the benefits of a diversified portfolio without the need for constant monitoring and adjustments.
Proven Research Backing:
The portfolio’s foundation lies in extensive fundamental research. Every stock included is chosen after thorough analysis, ensuring that each contributes meaningfully to the overall strategy of the smallcase.
Balanced Risk and Return:
Striking the right balance between risk and return is crucial for long-term success. The “Strategic Diversified Mix” smallcase achieves this equilibrium by diversifying across sectors and allocating weights judiciously, aiming to provide stable returns over time.
Outperforming Index Funds:
It offers the potential for superior returns while maintaining a risk profile suitable for those who prefer a more conservative investment approach.
Performance
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About the Manager
Understand smallcase costs and returns
Min. Amount
₹ 1,02,597
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 1,02,597
Get access for ₹2499/3m
Get access for ₹2499/3m
