SIP buying, structured exits, capital compounding strategy and equity building in stocks under ₹100
Investment Rationale
APNA STAYVAN is a rule-based equity portfolio managed by SEBI Registered Research Analyst Dippen U Shah (INH000006077; registered since 2018). It is designed for long-term wealth creation through disciplined participation in Indian equities.
The portfolio invests in a diversified basket of selected stocks, generally priced below ₹100 at entry. It follows STAYVAN’s proprietary research framework, with focus on diversification, liquidity and systematic portfolio management.
The portfolio is reviewed and rebalanced as per predefined internal research principles. Rebalance actions may include additions, reductions, exits, replacements and allocation to liquid instruments, depending on portfolio conditions.
The objective is capital appreciation through disciplined capital deployment, monitoring, profit management and risk control. Selective long-term equity exposure may also be retained within the portfolio framework.
APNA STAYVAN is suitable for investors comfortable with market-linked fluctuations. Investments in securities market are subject to market risks. The strategy does not assure returns, guarantee profits or eliminate the risk of loss. Past performance may not be sustained in the future.
Performance
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