Moderate Portfolio - Yadnya

NSE500 companies focused on Consumption driven sectors such as FMCG, Banking, Auto, Textile, Insurance, Healthcare, Retail etc.

Consumption ThemeThis portfolio follow Warren Buffett’s principle where he says that an individual should invest only in the companies whose business they understand. And therefore, “Consumption” is the core theme for constructing this portfolio along with some peripheral sectors like Paints, Healthcare, Retails etc i.e. investing in companies that are into consumer centric businesses that grow with consumption and businesses that are into financing this retail consumption. There are a few peripherals stocks too that do not fit completely into the consumption theme, but their inclusion is driven by very strong fundamentals of the company and the company’s effort in making their brand and product visible to retail investors. The idea is to utilize quantitative and qualitative factors observed based on our extensive research for suggesting a Moderate risk portfolio that make sense for moderate risk taking investors. Fundamental AnalysisEach company chosen is selected based on Fundamental Analysis done on FIVE-G framework. FIVE-G Framework consists of evaluating the company on 5 factors - Financials, Industry, Valuation, Enterprise and Governance. Investment HorizonMin. 5 Years

This smallcase is checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The research team does individual stock picking after going through company complete fundamentals and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy.Factors considered for Shortlisting -Liquidity, Zero Pledged Shares, Consumption theme, No PSU Stocks, Financials, Quality Governance

Following parameters are considered while assigning weights to stocks in this smallcase<ul><li>Fundamental Indexing i.e. PE, PEG, Returns</li><li>Management quality and vision</li><li>Strategic Sector Allocation</li></ul> <ul><li>Stock portfolio - Minimum exposure of 5% and maximum 15% to avoid concentration risk</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter.

A Large Cap oriented portfolio for Moderate Risk

Moderate Portfolio - Yadnya

Overview

Stocks & Weights

At a Glance

Holdings Distribution