NIFTY DIAMONDS Fundamental

NIFTY DIAMONDS Fundamental

by PVR Advisory

Overview

Stocks & ETFs

Collection of a few companies in NIFTY50 Index & Tactical Allocation to GOLD.

Investment Rationale

Collection of very high quality companies in NIFTY 50 possessing deep competitive moats and having potential to remain in nifty50 in next 7-10 years.


Few Important Points about Nifty Diamonds Portfolio:

  • Currently given a Partial Exposure to Gold & we may rebalance or exit from it at appropriate time.
  • Though i monitor companies in your portfolio everyday, Rebalance/Changes in portfolio will occur only on need basis, I prefer to do it only if it's needed.
  • I advice to invest in this Portfolio only if you have an investment horizon of more than 4-5 years.
  • Our Minimum recommended investment size of the portfolio will be more than 3 Lakhs or an SIP investments of more than 20K per month, though it's not mandatory.

Performance

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As per applicable guidelines, returns stay locked unless you ask to view them

About the Manager

Understand smallcase costs and returns

smallcase is played out

This smallcase is not being tracked and will not have any further rebalance updates

Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore

Min. Amount

₹ 45,478

Minimum Investment Amount

It is the least amount required to invest in all stocks of this smallcase as per the weights

₹ 45,478

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